Home > Wilmington Trust > Total Fiduciary and Related Assets
Wilmington Trust, Total Fiduciary and Related Assets
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $139,012,870,000 | 16 |
Managed Assets ($) | $30,623,405,000 | 25 |
Personal trust and agency accounts, managed assets | $4,242,235,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $187,441,000 | 60 |
Employee benefit-defined benefit accounts, managed assets | $101,380,000 | 61 |
Other employee benefit and retirement-related accounts, managed assets | $1,505,848,000 | 24 |
Corporate trust and agency accounts, managed assets | $4,351,012,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $19,109,033,000 | 20 |
Foundation and endowment trust and agency accounts, managed assets | $1,126,456,000 | 36 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $908,014,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,775,348,000 | 9 |
Non-managed Assets ($) | $108,389,465,000 | 14 |
Personal trust and agency accounts, non-managed assets | $1,042,108,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,783,790,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,562,673,000 | 13 |
Other retirement accounts, non-managed assets | $2,200,835,000 | 17 |
Corporate trust and agency accounts, non-managed assets | $93,498,097,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,301,962,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 179 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $21,873,657,000 | 43 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $91,467,000 | 61 |
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 | $129,361,628,000 | 17 |
Managed Assets ($) | $29,306,265,000 | 26 |
Personal trust and agency accounts, managed assets | $3,993,647,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $186,812,000 | 55 |
Employee benefit-defined benefit accounts, managed assets | $97,114,000 | 63 |
Other employee benefit and retirement-related accounts, managed assets | $1,350,037,000 | 25 |
Corporate trust and agency accounts, managed assets | $4,392,924,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $18,140,825,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $1,144,906,000 | 32 |
Other fiduciary accounts, managed assets | $0 | 109 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $761,253,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $100,055,363,000 | 15 |
Personal trust and agency accounts, non-managed assets | $922,125,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,748,778,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,345,719,000 | 14 |
Other retirement accounts, non-managed assets | $2,053,219,000 | 16 |
Corporate trust and agency accounts, non-managed assets | $86,358,919,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,626,603,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,561,042,000 | 45 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $86,551,000 | 52 |
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 | $126,672,320,000 | 17 |
Managed Assets ($) | $29,337,173,000 | 25 |
Personal trust and agency accounts, managed assets | $4,174,814,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $182,137,000 | 56 |
Employee benefit-defined benefit accounts, managed assets | $192,775,000 | 45 |
Other employee benefit and retirement-related accounts, managed assets | $1,377,764,000 | 24 |
Corporate trust and agency accounts, managed assets | $4,230,234,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $18,124,099,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $1,055,350,000 | 37 |
Other fiduciary accounts, managed assets | $0 | 152 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $772,636,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $97,335,147,000 | 15 |
Personal trust and agency accounts, non-managed assets | $923,037,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,672,955,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,871,428,000 | 16 |
Other retirement accounts, non-managed assets | $2,020,517,000 | 17 |
Corporate trust and agency accounts, non-managed assets | $84,010,977,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,836,233,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,036,089,000 | 44 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $89,139,000 | 59 |
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 | $122,017,002,000 | 19 |
Managed Assets ($) | $28,424,635,000 | 27 |
Personal trust and agency accounts, managed assets | $4,190,428,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $172,450,000 | 63 |
Employee benefit-defined benefit accounts, managed assets | $194,975,000 | 47 |
Other employee benefit and retirement-related accounts, managed assets | $1,337,121,000 | 25 |
Corporate trust and agency accounts, managed assets | $3,677,551,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $17,762,820,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $1,089,290,000 | 38 |
Other fiduciary accounts, managed assets | $0 | 106 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $741,387,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $93,592,367,000 | 17 |
Personal trust and agency accounts, non-managed assets | $929,854,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,584,814,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,739,598,000 | 17 |
Other retirement accounts, non-managed assets | $1,943,646,000 | 18 |
Corporate trust and agency accounts, non-managed assets | $80,635,949,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,758,506,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $33,577,321,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $81,342,000 | 54 |
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 | $114,014,096,000 | 21 |
Managed Assets ($) | $27,716,948,000 | 26 |
Personal trust and agency accounts, managed assets | $4,100,381,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $160,732,000 | 64 |
Employee benefit-defined benefit accounts, managed assets | $187,084,000 | 47 |
Other employee benefit and retirement-related accounts, managed assets | $1,302,787,000 | 25 |
Corporate trust and agency accounts, managed assets | $4,030,061,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $16,960,968,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $974,935,000 | 40 |
Other fiduciary accounts, managed assets | $0 | 208 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $700,491,000 | 41 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,641,603,000 | 11 |
Non-managed Assets ($) | $86,297,148,000 | 19 |
Personal trust and agency accounts, non-managed assets | $929,202,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,518,189,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,686,906,000 | 18 |
Other retirement accounts, non-managed assets | $1,907,702,000 | 16 |
Corporate trust and agency accounts, non-managed assets | $73,560,565,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,694,584,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 163 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $36,103,228,000 | 36 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $70,925,000 | 67 |
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 | $107,577,566,000 | 21 |
Managed Assets ($) | $25,164,606,000 | 26 |
Personal trust and agency accounts, managed assets | $3,909,060,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $163,545,000 | 63 |
Employee benefit-defined benefit accounts, managed assets | $181,326,000 | 48 |
Other employee benefit and retirement-related accounts, managed assets | $1,225,958,000 | 25 |
Corporate trust and agency accounts, managed assets | $3,645,766,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $15,235,521,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $803,430,000 | 45 |
Other fiduciary accounts, managed assets | $0 | 103 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $633,807,000 | 43 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $82,412,960,000 | 19 |
Personal trust and agency accounts, non-managed assets | $968,439,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,575,529,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,901,641,000 | 19 |
Other retirement accounts, non-managed assets | $1,891,522,000 | 17 |
Corporate trust and agency accounts, non-managed assets | $70,475,592,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,600,237,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 91 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $33,965,422,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $71,939,000 | 58 |
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 | $101,726,808,000 | 19 |
Managed Assets ($) | $25,847,608,000 | 22 |
Personal trust and agency accounts, managed assets | $4,132,405,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $177,479,000 | 54 |
Employee benefit-defined benefit accounts, managed assets | $191,707,000 | 45 |
Other employee benefit and retirement-related accounts, managed assets | $1,287,194,000 | 22 |
Corporate trust and agency accounts, managed assets | $4,314,388,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $14,938,613,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $805,822,000 | 37 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $663,213,000 | 42 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $75,879,200,000 | 15 |
Personal trust and agency accounts, non-managed assets | $880,225,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,880,784,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,817,472,000 | 16 |
Other retirement accounts, non-managed assets | $2,023,999,000 | 16 |
Corporate trust and agency accounts, non-managed assets | $62,631,329,000 | 6 |
Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,645,391,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $35,577,268,000 | 33 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $82,775,000 | 53 |
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 | $100,400,138,000 | 20 |
Managed Assets ($) | $27,352,909,000 | 22 |
Personal trust and agency accounts, managed assets | $4,579,423,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $192,912,000 | 54 |
Employee benefit-defined benefit accounts, managed assets | $215,370,000 | 47 |
Other employee benefit and retirement-related accounts, managed assets | $1,412,344,000 | 22 |
Corporate trust and agency accounts, managed assets | $3,579,887,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $16,394,339,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $978,634,000 | 35 |
Other fiduciary accounts, managed assets | $0 | 100 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $744,594,000 | 41 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $73,047,229,000 | 15 |
Personal trust and agency accounts, non-managed assets | $876,937,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,116,086,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,471,361,000 | 16 |
Other retirement accounts, non-managed assets | $2,246,759,000 | 17 |
Corporate trust and agency accounts, non-managed assets | $58,456,183,000 | 6 |
Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,879,903,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 87 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $37,324,417,000 | 32 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $97,192,000 | 48 |
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 | $102,644,185,000 | 20 |
Managed Assets ($) | $29,348,723,000 | 22 |
Personal trust and agency accounts, managed assets | $4,250,103,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $187,181,000 | 55 |
Employee benefit-defined benefit accounts, managed assets | $268,179,000 | 41 |
Other employee benefit and retirement-related accounts, managed assets | $1,490,928,000 | 22 |
Corporate trust and agency accounts, managed assets | $3,773,706,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $18,452,748,000 | 19 |
Foundation and endowment trust and agency accounts, managed assets | $925,878,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 216 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $788,043,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,384,491,000 | 12 |
Non-managed Assets ($) | $73,295,462,000 | 15 |
Personal trust and agency accounts, non-managed assets | $899,088,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,182,862,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,827,957,000 | 17 |
Other retirement accounts, non-managed assets | $2,254,068,000 | 18 |
Corporate trust and agency accounts, non-managed assets | $57,979,703,000 | 6 |
Investment management and advisory agency accounts, non-managed assets | $3,581,000 | 199 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,148,203,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 161 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $36,049,691,000 | 30 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $96,267,000 | 56 |
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 | $92,811,722,000 | 20 |
Managed Assets ($) | $28,483,642,000 | 22 |
Personal trust and agency accounts, managed assets | $4,056,083,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $202,911,000 | 54 |
Employee benefit-defined benefit accounts, managed assets | $268,986,000 | 40 |
Other employee benefit and retirement-related accounts, managed assets | $1,458,283,000 | 22 |
Corporate trust and agency accounts, managed assets | $4,110,617,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $17,542,923,000 | 19 |
Foundation and endowment trust and agency accounts, managed assets | $843,839,000 | 34 |
Other fiduciary accounts, managed assets | $0 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $753,451,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $64,328,080,000 | 15 |
Personal trust and agency accounts, non-managed assets | $842,754,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,165,803,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,785,887,000 | 17 |
Other retirement accounts, non-managed assets | $2,187,479,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $49,131,629,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $4,496,000 | 127 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,210,032,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $34,688,708,000 | 30 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $94,370,000 | 49 |
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 | $91,449,627,000 | 21 |
Managed Assets ($) | $28,251,185,000 | 22 |
Personal trust and agency accounts, managed assets | $4,127,818,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $229,299,000 | 53 |
Employee benefit-defined benefit accounts, managed assets | $319,224,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $1,439,984,000 | 23 |
Corporate trust and agency accounts, managed assets | $4,286,518,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $17,090,592,000 | 20 |
Foundation and endowment trust and agency accounts, managed assets | $757,750,000 | 37 |
Other fiduciary accounts, managed assets | $0 | 110 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $749,565,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $63,198,442,000 | 16 |
Personal trust and agency accounts, non-managed assets | $821,489,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,163,820,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,972,079,000 | 18 |
Other retirement accounts, non-managed assets | $2,159,061,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $48,813,878,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $5,295,000 | 142 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,262,820,000 | 5 |
Other fiduciary accounts, non-managed assets | $0 | 94 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $33,498,854,000 | 31 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $96,306,000 | 53 |
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 | $82,663,782,000 | 22 |
Managed Assets ($) | $26,377,030,000 | 22 |
Personal trust and agency accounts, managed assets | $3,971,046,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $155,982,000 | 62 |
Employee benefit-defined benefit accounts, managed assets | $304,177,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $1,376,986,000 | 23 |
Corporate trust and agency accounts, managed assets | $4,450,191,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $15,359,150,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $759,498,000 | 36 |
Other fiduciary accounts, managed assets | $0 | 95 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $705,448,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $56,286,752,000 | 17 |
Personal trust and agency accounts, non-managed assets | $791,191,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,924,991,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,763,781,000 | 21 |
Other retirement accounts, non-managed assets | $1,650,644,000 | 20 |
Corporate trust and agency accounts, non-managed assets | $44,027,097,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,129,048,000 | 5 |
Other fiduciary accounts, non-managed assets | $0 | 81 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $31,393,264,000 | 32 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $97,248,000 | 50 |
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 | $80,944,713,000 | 21 |
Managed Assets ($) | $25,447,286,000 | 23 |
Personal trust and agency accounts, managed assets | $4,246,164,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $123,530,000 | 68 |
Employee benefit-defined benefit accounts, managed assets | $297,152,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $1,332,582,000 | 23 |
Corporate trust and agency accounts, managed assets | $3,816,081,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $14,923,998,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $707,779,000 | 36 |
Other fiduciary accounts, managed assets | $0 | 209 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $665,971,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,471,104,000 | 14 |
Non-managed Assets ($) | $55,497,427,000 | 17 |
Personal trust and agency accounts, non-managed assets | $1,602,854,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,813,474,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,904,062,000 | 21 |
Other retirement accounts, non-managed assets | $1,572,437,000 | 20 |
Corporate trust and agency accounts, non-managed assets | $42,521,338,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $1,333,000 | 246 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,081,929,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $30,883,516,000 | 32 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $95,318,000 | 57 |
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 | $75,540,029,000 | 21 |
Managed Assets ($) | $24,420,662,000 | 23 |
Personal trust and agency accounts, managed assets | $3,937,576,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $115,169,000 | 69 |
Employee benefit-defined benefit accounts, managed assets | $279,025,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $1,228,028,000 | 23 |
Corporate trust and agency accounts, managed assets | $3,948,433,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $14,223,616,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $688,815,000 | 35 |
Other fiduciary accounts, managed assets | $0 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $603,053,000 | 41 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $51,119,367,000 | 17 |
Personal trust and agency accounts, non-managed assets | $1,507,033,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,801,547,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,700,875,000 | 21 |
Other retirement accounts, non-managed assets | $1,516,852,000 | 20 |
Corporate trust and agency accounts, non-managed assets | $38,733,166,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $17,914,000 | 77 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,841,980,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 80 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $26,262,967,000 | 32 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $104,075,000 | 46 |
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 | $72,992,273,000 | 21 |
Managed Assets ($) | $23,085,215,000 | 22 |
Personal trust and agency accounts, managed assets | $3,840,958,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $109,759,000 | 69 |
Employee benefit-defined benefit accounts, managed assets | $268,895,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $1,176,119,000 | 23 |
Corporate trust and agency accounts, managed assets | $3,683,516,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $13,321,844,000 | 20 |
Foundation and endowment trust and agency accounts, managed assets | $684,124,000 | 33 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $588,318,000 | 39 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $49,907,058,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,491,173,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,626,111,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,575,476,000 | 20 |
Other retirement accounts, non-managed assets | $1,466,183,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $37,984,668,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $52,451,000 | 56 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,710,996,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,310,723,000 | 33 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $102,510,000 | 47 |
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 | $70,231,865,000 | 21 |
Managed Assets ($) | $21,566,346,000 | 22 |
Personal trust and agency accounts, managed assets | $3,377,848,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $63,884,000 | 83 |
Employee benefit-defined benefit accounts, managed assets | $276,140,000 | 34 |
Other employee benefit and retirement-related accounts, managed assets | $1,141,536,000 | 23 |
Corporate trust and agency accounts, managed assets | $3,817,120,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $12,198,113,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | $691,705,000 | 34 |
Other fiduciary accounts, managed assets | $0 | 108 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $558,932,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $48,665,519,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,342,593,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,687,620,000 | 24 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,389,917,000 | 21 |
Other retirement accounts, non-managed assets | $1,381,413,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $37,303,562,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $64,501,000 | 44 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,495,913,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 88 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $22,644,220,000 | 34 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $108,320,000 | 47 |
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 | $73,202,953,000 | 21 |
Managed Assets ($) | $23,520,049,000 | 23 |
Personal trust and agency accounts, managed assets | $3,946,698,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $67,910,000 | 91 |
Employee benefit-defined benefit accounts, managed assets | $305,767,000 | 37 |
Other employee benefit and retirement-related accounts, managed assets | $1,280,972,000 | 24 |
Corporate trust and agency accounts, managed assets | $3,796,843,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $13,402,613,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $719,246,000 | 33 |
Other fiduciary accounts, managed assets | $0 | 218 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $684,664,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,479,953,000 | 16 |
Non-managed Assets ($) | $49,682,904,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,428,982,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,834,169,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,307,735,000 | 19 |
Other retirement accounts, non-managed assets | $1,622,032,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $36,716,032,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $68,814,000 | 51 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,705,140,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 165 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,877,218,000 | 35 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $124,848,000 | 51 |
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 | $75,061,898,000 | 21 |
Managed Assets ($) | $23,340,598,000 | 24 |
Personal trust and agency accounts, managed assets | $3,776,531,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $41,543,000 | 106 |
Employee benefit-defined benefit accounts, managed assets | $296,241,000 | 36 |
Other employee benefit and retirement-related accounts, managed assets | $1,211,708,000 | 26 |
Corporate trust and agency accounts, managed assets | $4,217,742,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $13,035,104,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $761,729,000 | 33 |
Other fiduciary accounts, managed assets | $0 | 109 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $641,735,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $51,721,300,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,401,246,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,832,648,000 | 24 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,447,083,000 | 20 |
Other retirement accounts, non-managed assets | $1,589,209,000 | 21 |
Corporate trust and agency accounts, non-managed assets | $38,686,639,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $92,840,000 | 38 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,671,635,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 89 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,134,100,000 | 34 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $128,379,000 | 46 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $73,368,816,000 | 20 |
Managed Assets ($) | $22,957,792,000 | 23 |
Personal trust and agency accounts, managed assets | $4,048,586,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $35,616,000 | 116 |
Employee benefit-defined benefit accounts, managed assets | $311,570,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $1,195,008,000 | 26 |
Corporate trust and agency accounts, managed assets | $4,274,743,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $12,368,925,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $723,344,000 | 32 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $639,337,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $50,411,024,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,697,990,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,742,728,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,442,111,000 | 19 |
Other retirement accounts, non-managed assets | $1,599,784,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $37,151,892,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $89,998,000 | 41 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,686,521,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,542,786,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $132,938,000 | 45 |
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 | $69,308,000,000 | 20 |
Managed Assets ($) | $23,244,589,000 | 23 |
Personal trust and agency accounts, managed assets | $3,900,953,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $34,586,000 | 119 |
Employee benefit-defined benefit accounts, managed assets | $303,092,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $1,176,539,000 | 26 |
Corporate trust and agency accounts, managed assets | $4,854,415,000 | 1 |
Investment management and investment advisory agency accounts, managed assets | $12,261,717,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $713,287,000 | 33 |
Other fiduciary accounts, managed assets | $0 | 130 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $623,169,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $46,063,411,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,557,207,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,542,286,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,662,619,000 | 24 |
Other retirement accounts, non-managed assets | $1,368,729,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $36,077,642,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $99,085,000 | 38 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,755,843,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,873,998,000 | 36 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $125,798,000 | 44 |
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 | $66,685,926,000 | 19 |
Managed Assets ($) | $21,873,827,000 | 23 |
Personal trust and agency accounts, managed assets | $3,726,291,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $62,895,000 | 93 |
Employee benefit-defined benefit accounts, managed assets | $281,897,000 | 36 |
Other employee benefit and retirement-related accounts, managed assets | $1,117,355,000 | 25 |
Corporate trust and agency accounts, managed assets | $4,569,992,000 | 1 |
Investment management and investment advisory agency accounts, managed assets | $11,492,276,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $623,121,000 | 35 |
Other fiduciary accounts, managed assets | $0 | 224 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $574,901,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,224,820,000 | 15 |
Non-managed Assets ($) | $44,812,099,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,492,181,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,036,948,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,085,706,000 | 24 |
Other retirement accounts, non-managed assets | $1,205,647,000 | 18 |
Corporate trust and agency accounts, non-managed assets | $36,228,217,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $98,764,000 | 41 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,664,636,000 | 8 |
Other fiduciary accounts, non-managed assets | $0 | 166 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $17,692,566,000 | 36 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $119,736,000 | 45 |
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 | $62,873,750,000 | 23 |
Managed Assets ($) | $22,151,437,000 | 24 |
Personal trust and agency accounts, managed assets | $4,166,000,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $67,043,000 | 87 |
Employee benefit-defined benefit accounts, managed assets | $298,867,000 | 36 |
Other employee benefit and retirement-related accounts, managed assets | $1,174,536,000 | 27 |
Corporate trust and agency accounts, managed assets | $3,782,556,000 | 1 |
Investment management and investment advisory agency accounts, managed assets | $11,909,436,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $752,999,000 | 34 |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $637,431,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $40,722,313,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,529,528,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,070,881,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,216,865,000 | 24 |
Other retirement accounts, non-managed assets | $1,317,015,000 | 20 |
Corporate trust and agency accounts, non-managed assets | $31,652,099,000 | 7 |
Investment management and advisory agency accounts, non-managed assets | $113,449,000 | 40 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,822,476,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $21,647,451,000 | 35 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $116,701,000 | 43 |
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 | $59,320,465,000 | 23 |
Managed Assets ($) | $21,681,787,000 | 23 |
Personal trust and agency accounts, managed assets | $3,943,903,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $65,752,000 | 89 |
Employee benefit-defined benefit accounts, managed assets | $286,633,000 | 36 |
Other employee benefit and retirement-related accounts, managed assets | $1,178,085,000 | 27 |
Corporate trust and agency accounts, managed assets | $3,836,590,000 | 1 |
Investment management and investment advisory agency accounts, managed assets | $11,726,532,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $644,292,000 | 32 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $622,957,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $37,638,678,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,495,892,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,527,481,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,997,587,000 | 28 |
Other retirement accounts, non-managed assets | $1,263,645,000 | 20 |
Corporate trust and agency accounts, non-managed assets | $28,488,779,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $114,847,000 | 38 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,750,447,000 | 7 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $16,521,555,000 | 36 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $108,825,000 | 43 |
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 | $59,137,926,000 | 23 |
Managed Assets ($) | $21,115,774,000 | 23 |
Personal trust and agency accounts, managed assets | $3,909,251,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $67,209,000 | 89 |
Employee benefit-defined benefit accounts, managed assets | $283,080,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $1,175,020,000 | 28 |
Corporate trust and agency accounts, managed assets | $3,736,126,000 | 1 |
Investment management and investment advisory agency accounts, managed assets | $11,216,006,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $729,082,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $589,022,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $38,022,152,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,513,965,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,597,267,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,058,863,000 | 27 |
Other retirement accounts, non-managed assets | $1,227,710,000 | 21 |
Corporate trust and agency accounts, non-managed assets | $28,534,369,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $98,422,000 | 41 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,991,556,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,978,005,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $105,959,000 | 47 |
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 | $60,196,318,000 | 23 |
Managed Assets ($) | $20,748,826,000 | 25 |
Personal trust and agency accounts, managed assets | $3,918,627,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $41,001,000 | 122 |
Employee benefit-defined benefit accounts, managed assets | $309,970,000 | 37 |
Other employee benefit and retirement-related accounts, managed assets | $1,168,678,000 | 27 |
Corporate trust and agency accounts, managed assets | $3,776,696,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $10,821,648,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $712,206,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 221 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $590,856,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $410,914,000 | 25 |
Non-managed Assets ($) | $39,447,492,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,171,824,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,904,984,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,175,460,000 | 27 |
Other retirement accounts, non-managed assets | $1,094,208,000 | 21 |
Corporate trust and agency accounts, non-managed assets | $30,089,526,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $86,944,000 | 42 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,924,546,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 176 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,613,502,000 | 38 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $100,825,000 | 52 |
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 | $52,103,402,000 | 23 |
Managed Assets ($) | $18,021,207,000 | 27 |
Personal trust and agency accounts, managed assets | $3,793,187,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $39,557,000 | 117 |
Employee benefit-defined benefit accounts, managed assets | $297,479,000 | 37 |
Other employee benefit and retirement-related accounts, managed assets | $1,106,053,000 | 27 |
Corporate trust and agency accounts, managed assets | $1,803,052,000 | 4 |
Investment management and investment advisory agency accounts, managed assets | $10,254,657,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $727,222,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $567,555,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $34,082,195,000 | 19 |
Personal trust and agency accounts, non-managed assets | $1,193,792,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,433,895,000 | 24 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,945,798,000 | 28 |
Other retirement accounts, non-managed assets | $912,516,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $24,701,068,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $107,080,000 | 37 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,788,046,000 | 6 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,111,758,000 | 38 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $98,531,000 | 48 |
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 | $52,383,455,000 | 23 |
Managed Assets ($) | $17,305,040,000 | 27 |
Personal trust and agency accounts, managed assets | $3,696,205,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $40,377,000 | 110 |
Employee benefit-defined benefit accounts, managed assets | $301,611,000 | 36 |
Other employee benefit and retirement-related accounts, managed assets | $1,057,720,000 | 27 |
Corporate trust and agency accounts, managed assets | $1,805,873,000 | 4 |
Investment management and investment advisory agency accounts, managed assets | $9,741,314,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $661,940,000 | 34 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $531,061,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $35,078,415,000 | 19 |
Personal trust and agency accounts, non-managed assets | $1,177,890,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,676,874,000 | 24 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,914,605,000 | 28 |
Other retirement accounts, non-managed assets | $896,425,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $26,389,886,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $95,796,000 | 38 |
Foundation and endowment trust and agency accounts, non-managed assets | $926,939,000 | 10 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $14,402,278,000 | 39 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $93,712,000 | 50 |
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 | $53,684,233,000 | 22 |
Managed Assets ($) | $16,887,019,000 | 27 |
Personal trust and agency accounts, managed assets | $3,724,164,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $43,015,000 | 110 |
Employee benefit-defined benefit accounts, managed assets | $296,519,000 | 34 |
Other employee benefit and retirement-related accounts, managed assets | $1,015,698,000 | 26 |
Corporate trust and agency accounts, managed assets | $1,703,254,000 | 4 |
Investment management and investment advisory agency accounts, managed assets | $9,346,651,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | $757,718,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $493,150,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $36,797,214,000 | 19 |
Personal trust and agency accounts, non-managed assets | $1,079,356,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,635,714,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,873,610,000 | 28 |
Other retirement accounts, non-managed assets | $730,956,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $28,482,141,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $91,478,000 | 38 |
Foundation and endowment trust and agency accounts, non-managed assets | $901,963,000 | 9 |
Other fiduciary accounts, non-managed assets | $1,996,000 | 69 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,070,900,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $86,719,000 | 50 |
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 | $50,426,665,000 | 22 |
Managed Assets ($) | $16,450,987,000 | 27 |
Personal trust and agency accounts, managed assets | $4,121,435,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $36,836,000 | 129 |
Employee benefit-defined benefit accounts, managed assets | $235,774,000 | 41 |
Other employee benefit and retirement-related accounts, managed assets | $956,893,000 | 26 |
Corporate trust and agency accounts, managed assets | $1,696,516,000 | 4 |
Investment management and investment advisory agency accounts, managed assets | $8,684,423,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | $719,110,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 214 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $461,222,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $297,731,000 | 30 |
Non-managed Assets ($) | $33,975,678,000 | 19 |
Personal trust and agency accounts, non-managed assets | $1,093,433,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,226,964,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,783,592,000 | 27 |
Other retirement accounts, non-managed assets | $667,328,000 | 26 |
Corporate trust and agency accounts, non-managed assets | $26,240,135,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $81,940,000 | 42 |
Foundation and endowment trust and agency accounts, non-managed assets | $861,290,000 | 8 |
Other fiduciary accounts, non-managed assets | $20,996,000 | 48 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,311,458,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $88,430,000 | 54 |
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 | $50,667,141,000 | 21 |
Managed Assets ($) | $15,977,135,000 | 27 |
Personal trust and agency accounts, managed assets | $3,971,386,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $39,002,000 | 115 |
Employee benefit-defined benefit accounts, managed assets | $241,396,000 | 41 |
Other employee benefit and retirement-related accounts, managed assets | $938,776,000 | 25 |
Corporate trust and agency accounts, managed assets | $1,637,769,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $8,114,329,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,034,477,000 | 24 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $433,123,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $34,690,006,000 | 18 |
Personal trust and agency accounts, non-managed assets | $1,247,197,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,158,916,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,789,195,000 | 28 |
Other retirement accounts, non-managed assets | $648,841,000 | 26 |
Corporate trust and agency accounts, non-managed assets | $26,877,647,000 | 8 |
Investment management and advisory agency accounts, non-managed assets | $88,559,000 | 39 |
Foundation and endowment trust and agency accounts, non-managed assets | $859,430,000 | 8 |
Other fiduciary accounts, non-managed assets | $20,221,000 | 42 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $14,810,990,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $82,844,000 | 48 |
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 | $44,089,353,000 | 21 |
Managed Assets ($) | $15,562,019,000 | 28 |
Personal trust and agency accounts, managed assets | $3,963,454,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $39,265,000 | 116 |
Employee benefit-defined benefit accounts, managed assets | $235,709,000 | 41 |
Other employee benefit and retirement-related accounts, managed assets | $915,582,000 | 24 |
Corporate trust and agency accounts, managed assets | $1,671,022,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $8,054,902,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | $682,085,000 | 29 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $414,146,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,527,334,000 | 19 |
Personal trust and agency accounts, non-managed assets | $1,274,155,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,739,135,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,787,089,000 | 26 |
Other retirement accounts, non-managed assets | $621,366,000 | 26 |
Corporate trust and agency accounts, non-managed assets | $20,515,164,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $82,201,000 | 42 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,414,656,000 | 8 |
Other fiduciary accounts, non-managed assets | $93,568,000 | 32 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $14,549,767,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $69,877,000 | 58 |
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 | $40,408,718,000 | 21 |
Managed Assets ($) | $15,983,884,000 | 27 |
Personal trust and agency accounts, managed assets | $3,924,061,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $42,755,000 | 114 |
Employee benefit-defined benefit accounts, managed assets | $236,786,000 | 41 |
Other employee benefit and retirement-related accounts, managed assets | $881,393,000 | 24 |
Corporate trust and agency accounts, managed assets | $1,865,156,000 | 3 |
Investment management and investment advisory agency accounts, managed assets | $8,171,138,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $862,595,000 | 25 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $398,300,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $24,424,834,000 | 21 |
Personal trust and agency accounts, non-managed assets | $1,330,397,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,631,286,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,626,414,000 | 27 |
Other retirement accounts, non-managed assets | $600,920,000 | 26 |
Corporate trust and agency accounts, non-managed assets | $16,643,008,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $66,819,000 | 45 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,430,449,000 | 8 |
Other fiduciary accounts, non-managed assets | $95,541,000 | 32 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $14,692,942,000 | 36 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $68,227,000 | 60 |
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 | $37,964,620,000 | 23 |
Managed Assets ($) | $16,127,226,000 | 26 |
Personal trust and agency accounts, managed assets | $3,942,848,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $45,533,000 | 114 |
Employee benefit-defined benefit accounts, managed assets | $231,935,000 | 42 |
Other employee benefit and retirement-related accounts, managed assets | $893,252,000 | 24 |
Corporate trust and agency accounts, managed assets | $2,310,897,000 | 2 |
Investment management and investment advisory agency accounts, managed assets | $7,868,218,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $834,543,000 | 25 |
Other fiduciary accounts, managed assets | $0 | 235 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $391,978,000 | 39 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $284,616,000 | 32 |
Non-managed Assets ($) | $21,837,394,000 | 23 |
Personal trust and agency accounts, non-managed assets | $1,286,662,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,038,390,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,667,566,000 | 26 |
Other retirement accounts, non-managed assets | $544,854,000 | 28 |
Corporate trust and agency accounts, non-managed assets | $14,705,819,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $52,295,000 | 51 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,442,547,000 | 8 |
Other fiduciary accounts, non-managed assets | $99,261,000 | 33 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $14,779,200,000 | 37 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $70,550,000 | 57 |
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 | $37,462,699,000 | 23 |
Managed Assets ($) | $15,330,271,000 | 26 |
Personal trust and agency accounts, managed assets | $3,852,402,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $40,147,000 | 113 |
Employee benefit-defined benefit accounts, managed assets | $230,520,000 | 40 |
Other employee benefit and retirement-related accounts, managed assets | $879,798,000 | 24 |
Corporate trust and agency accounts, managed assets | $1,802,596,000 | 4 |
Investment management and investment advisory agency accounts, managed assets | $7,678,542,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $846,266,000 | 25 |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $377,194,000 | 41 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $22,132,428,000 | 22 |
Personal trust and agency accounts, non-managed assets | $1,255,750,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,072,969,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,700,004,000 | 25 |
Other retirement accounts, non-managed assets | $487,432,000 | 27 |
Corporate trust and agency accounts, non-managed assets | $15,063,883,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $30,268,000 | 63 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,424,724,000 | 8 |
Other fiduciary accounts, non-managed assets | $97,398,000 | 31 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $14,817,713,000 | 38 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $75,723,000 | 55 |
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 | $38,634,532,000 | 22 |
Managed Assets ($) | $16,106,009,000 | 27 |
Personal trust and agency accounts, managed assets | $4,216,198,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $38,528,000 | 121 |
Employee benefit-defined benefit accounts, managed assets | $263,598,000 | 39 |
Other employee benefit and retirement-related accounts, managed assets | $927,140,000 | 25 |
Corporate trust and agency accounts, managed assets | $1,795,164,000 | 4 |
Investment management and investment advisory agency accounts, managed assets | $8,070,063,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $795,318,000 | 27 |
Other fiduciary accounts, managed assets | $0 | 132 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $402,121,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $22,528,523,000 | 23 |
Personal trust and agency accounts, non-managed assets | $1,457,104,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,822,552,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,710,404,000 | 25 |
Other retirement accounts, non-managed assets | $615,712,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $15,264,980,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $32,105,000 | 61 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,522,038,000 | 7 |
Other fiduciary accounts, non-managed assets | $103,628,000 | 31 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $16,785,292,000 | 40 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $75,246,000 | 57 |
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 | $100,008,067,000 | 15 |
Managed Assets ($) | $16,304,053,000 | 27 |
Personal trust and agency accounts, managed assets | $4,409,992,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $20,710,000 | 165 |
Employee benefit-defined benefit accounts, managed assets | $259,637,000 | 39 |
Other employee benefit and retirement-related accounts, managed assets | $932,783,000 | 26 |
Corporate trust and agency accounts, managed assets | $1,924,637,000 | 4 |
Investment management and investment advisory agency accounts, managed assets | $7,860,718,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $895,576,000 | 27 |
Other fiduciary accounts, managed assets | $0 | 127 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $409,493,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $83,704,014,000 | 15 |
Personal trust and agency accounts, non-managed assets | $1,397,487,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $41,626,930,000 | 9 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,552,946,000 | 18 |
Other retirement accounts, non-managed assets | $15,401,808,000 | 6 |
Corporate trust and agency accounts, non-managed assets | $16,956,878,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $117,242,000 | 31 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,512,044,000 | 7 |
Other fiduciary accounts, non-managed assets | $1,138,679,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $51,123,259,000 | 27 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,096,997,000 | 22 |
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 | $98,779,242,000 | 15 |
Managed Assets ($) | $15,284,131,000 | 27 |
Personal trust and agency accounts, managed assets | $4,422,973,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $20,636,000 | 182 |
Employee benefit-defined benefit accounts, managed assets | $271,104,000 | 37 |
Other employee benefit and retirement-related accounts, managed assets | $903,309,000 | 26 |
Corporate trust and agency accounts, managed assets | $1,128,970,000 | 7 |
Investment management and investment advisory agency accounts, managed assets | $7,723,151,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $813,988,000 | 27 |
Other fiduciary accounts, managed assets | $0 | 232 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $397,234,000 | 41 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $353,201,000 | 30 |
Non-managed Assets ($) | $83,495,111,000 | 15 |
Personal trust and agency accounts, non-managed assets | $1,394,218,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $37,825,495,000 | 9 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,692,457,000 | 17 |
Other retirement accounts, non-managed assets | $14,917,196,000 | 6 |
Corporate trust and agency accounts, non-managed assets | $20,998,238,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $43,416,000 | 55 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,474,833,000 | 8 |
Other fiduciary accounts, non-managed assets | $1,149,258,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $49,411,567,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,066,912,000 | 23 |
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 | $89,131,720,000 | 16 |
Managed Assets ($) | $15,004,940,000 | 27 |
Personal trust and agency accounts, managed assets | $4,318,151,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $32,901,000 | 135 |
Employee benefit-defined benefit accounts, managed assets | $290,230,000 | 34 |
Other employee benefit and retirement-related accounts, managed assets | $885,105,000 | 25 |
Corporate trust and agency accounts, managed assets | $1,075,559,000 | 7 |
Investment management and investment advisory agency accounts, managed assets | $7,549,196,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $853,798,000 | 27 |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $387,898,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $74,126,780,000 | 15 |
Personal trust and agency accounts, non-managed assets | $1,307,461,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $36,580,256,000 | 9 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,642,001,000 | 17 |
Other retirement accounts, non-managed assets | $14,155,403,000 | 6 |
Corporate trust and agency accounts, non-managed assets | $13,755,903,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $52,330,000 | 49 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,475,399,000 | 7 |
Other fiduciary accounts, non-managed assets | $1,158,027,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $41,531,884,000 | 27 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,062,104,000 | 22 |
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 | $84,119,460,000 | 17 |
Managed Assets ($) | $14,836,325,000 | 27 |
Personal trust and agency accounts, managed assets | $4,208,508,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $33,997,000 | 132 |
Employee benefit-defined benefit accounts, managed assets | $305,628,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $700,664,000 | 28 |
Corporate trust and agency accounts, managed assets | $1,120,885,000 | 7 |
Investment management and investment advisory agency accounts, managed assets | $7,670,263,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $796,380,000 | 27 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $392,116,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $69,283,135,000 | 15 |
Personal trust and agency accounts, non-managed assets | $1,416,912,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $37,324,966,000 | 9 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,844,647,000 | 17 |
Other retirement accounts, non-managed assets | $14,097,530,000 | 7 |
Corporate trust and agency accounts, non-managed assets | $6,586,403,000 | 14 |
Investment management and advisory agency accounts, non-managed assets | $43,125,000 | 56 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,814,740,000 | 6 |
Other fiduciary accounts, non-managed assets | $1,154,812,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $41,719,468,000 | 28 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,018,914,000 | 23 |
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 | $80,983,602,000 | 18 |
Managed Assets ($) | $13,889,537,000 | 28 |
Personal trust and agency accounts, managed assets | $4,002,016,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $34,473,000 | 132 |
Employee benefit-defined benefit accounts, managed assets | $324,883,000 | 34 |
Other employee benefit and retirement-related accounts, managed assets | $701,338,000 | 28 |
Corporate trust and agency accounts, managed assets | $196,589,000 | 10 |
Investment management and investment advisory agency accounts, managed assets | $7,767,956,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $862,282,000 | 25 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $373,398,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $67,094,065,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,390,568,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $36,817,339,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,620,772,000 | 19 |
Other retirement accounts, non-managed assets | $13,672,108,000 | 8 |
Corporate trust and agency accounts, non-managed assets | $6,020,634,000 | 14 |
Investment management and advisory agency accounts, non-managed assets | $37,994,000 | 60 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,673,948,000 | 6 |
Other fiduciary accounts, non-managed assets | $860,702,000 | 17 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $40,176,087,000 | 28 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $998,002,000 | 24 |
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 | $77,275,826,000 | 18 |
Managed Assets ($) | $13,604,223,000 | 28 |
Personal trust and agency accounts, managed assets | $3,973,542,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $32,866,000 | 144 |
Employee benefit-defined benefit accounts, managed assets | $315,704,000 | 33 |
Other employee benefit and retirement-related accounts, managed assets | $685,804,000 | 28 |
Corporate trust and agency accounts, managed assets | $185,097,000 | 11 |
Investment management and investment advisory agency accounts, managed assets | $7,736,866,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $674,344,000 | 29 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $353,690,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $384,390,000 | 31 |
Non-managed Assets ($) | $63,671,603,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,397,700,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $36,669,343,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,674,356,000 | 18 |
Other retirement accounts, non-managed assets | $12,659,366,000 | 8 |
Corporate trust and agency accounts, non-managed assets | $3,819,202,000 | 16 |
Investment management and advisory agency accounts, non-managed assets | $64,601,000 | 46 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,566,828,000 | 6 |
Other fiduciary accounts, non-managed assets | $820,207,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $39,329,661,000 | 28 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $982,574,000 | 24 |
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 | $72,175,734,000 | 18 |
Managed Assets ($) | $13,211,834,000 | 28 |
Personal trust and agency accounts, managed assets | $3,787,957,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $31,708,000 | 139 |
Employee benefit-defined benefit accounts, managed assets | $299,899,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $665,249,000 | 28 |
Corporate trust and agency accounts, managed assets | $143,005,000 | 12 |
Investment management and investment advisory agency accounts, managed assets | $7,530,405,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $753,611,000 | 25 |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $336,822,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $58,963,900,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,319,119,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $34,438,265,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,294,320,000 | 17 |
Other retirement accounts, non-managed assets | $12,011,555,000 | 9 |
Corporate trust and agency accounts, non-managed assets | $3,000,154,000 | 20 |
Investment management and advisory agency accounts, non-managed assets | $34,097,000 | 58 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,421,723,000 | 6 |
Other fiduciary accounts, non-managed assets | $444,667,000 | 19 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $38,163,530,000 | 28 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $907,594,000 | 25 |
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 | $70,452,541,000 | 18 |
Managed Assets ($) | $13,703,762,000 | 28 |
Personal trust and agency accounts, managed assets | $3,831,101,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $33,605,000 | 128 |
Employee benefit-defined benefit accounts, managed assets | $290,869,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $641,201,000 | 29 |
Corporate trust and agency accounts, managed assets | $566,145,000 | 8 |
Investment management and investment advisory agency accounts, managed assets | $7,635,751,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $705,090,000 | 26 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $320,470,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $56,748,779,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,288,040,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $32,936,700,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,116,357,000 | 17 |
Other retirement accounts, non-managed assets | $11,676,893,000 | 9 |
Corporate trust and agency accounts, non-managed assets | $2,874,240,000 | 18 |
Investment management and advisory agency accounts, non-managed assets | $26,316,000 | 63 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,377,789,000 | 6 |
Other fiduciary accounts, non-managed assets | $452,444,000 | 18 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $36,398,831,000 | 28 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $906,312,000 | 25 |
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 | $70,681,041,000 | 17 |
Managed Assets ($) | $13,986,225,000 | 28 |
Personal trust and agency accounts, managed assets | $3,857,693,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $31,193,000 | 136 |
Employee benefit-defined benefit accounts, managed assets | $331,722,000 | 32 |
Other employee benefit and retirement-related accounts, managed assets | $653,865,000 | 29 |
Corporate trust and agency accounts, managed assets | $539,494,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $7,809,126,000 | 22 |
Foundation and endowment trust and agency accounts, managed assets | $763,132,000 | 26 |
Other fiduciary accounts, managed assets | $0 | 115 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $326,522,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $56,694,816,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,388,337,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $33,669,330,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,007,468,000 | 17 |
Other retirement accounts, non-managed assets | $11,494,955,000 | 9 |
Corporate trust and agency accounts, non-managed assets | $2,278,942,000 | 23 |
Investment management and advisory agency accounts, non-managed assets | $27,592,000 | 65 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,362,167,000 | 6 |
Other fiduciary accounts, non-managed assets | $466,025,000 | 18 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $36,821,430,000 | 28 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $865,713,000 | 23 |
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 | $75,106,248,000 | 17 |
Managed Assets ($) | $13,424,217,000 | 28 |
Personal trust and agency accounts, managed assets | $3,828,964,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $29,363,000 | 142 |
Employee benefit-defined benefit accounts, managed assets | $587,849,000 | 24 |
Other employee benefit and retirement-related accounts, managed assets | $632,387,000 | 29 |
Corporate trust and agency accounts, managed assets | $82,645,000 | 15 |
Investment management and investment advisory agency accounts, managed assets | $7,619,976,000 | 20 |
Foundation and endowment trust and agency accounts, managed assets | $643,033,000 | 28 |
Other fiduciary accounts, managed assets | $0 | 239 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $309,157,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $530,490,000 | 26 |
Non-managed Assets ($) | $61,682,031,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,407,959,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $37,230,864,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,026,538,000 | 17 |
Other retirement accounts, non-managed assets | $12,064,341,000 | 8 |
Corporate trust and agency accounts, non-managed assets | $3,169,381,000 | 20 |
Investment management and advisory agency accounts, non-managed assets | $87,650,000 | 35 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,233,061,000 | 6 |
Other fiduciary accounts, non-managed assets | $462,237,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $28,988,456,000 | 30 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $814,199,000 | 23 |
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 | $77,514,585,000 | 17 |
Managed Assets ($) | $13,827,665,000 | 28 |
Personal trust and agency accounts, managed assets | $3,475,880,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $29,640,000 | 139 |
Employee benefit-defined benefit accounts, managed assets | $600,831,000 | 24 |
Other employee benefit and retirement-related accounts, managed assets | $618,337,000 | 29 |
Corporate trust and agency accounts, managed assets | $22,087,000 | 25 |
Investment management and investment advisory agency accounts, managed assets | $8,365,227,000 | 16 |
Foundation and endowment trust and agency accounts, managed assets | $715,663,000 | 25 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $305,443,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $63,686,920,000 | 16 |
Personal trust and agency accounts, non-managed assets | $1,266,804,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $41,827,615,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,967,574,000 | 17 |
Other retirement accounts, non-managed assets | $10,327,117,000 | 9 |
Corporate trust and agency accounts, non-managed assets | $2,578,733,000 | 20 |
Investment management and advisory agency accounts, non-managed assets | $33,907,000 | 58 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,222,457,000 | 4 |
Other fiduciary accounts, non-managed assets | $462,713,000 | 19 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $22,156,859,000 | 33 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $996,970,000 | 21 |
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 | $73,411,903,000 | 16 |
Managed Assets ($) | $13,249,486,000 | 26 |
Personal trust and agency accounts, managed assets | $3,346,070,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $43,544,000 | 119 |
Employee benefit-defined benefit accounts, managed assets | $537,048,000 | 25 |
Other employee benefit and retirement-related accounts, managed assets | $299,651,000 | 41 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $8,195,172,000 | 17 |
Foundation and endowment trust and agency accounts, managed assets | $609,969,000 | 27 |
Other fiduciary accounts, managed assets | $218,032,000 | 13 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $299,651,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $60,162,417,000 | 15 |
Personal trust and agency accounts, non-managed assets | $1,532,738,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $41,744,190,000 | 10 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,873,986,000 | 16 |
Other retirement accounts, non-managed assets | $6,960,016,000 | 10 |
Corporate trust and agency accounts, non-managed assets | $2,248,485,000 | 23 |
Investment management and advisory agency accounts, non-managed assets | $25,372,000 | 60 |
Foundation and endowment trust and agency accounts, non-managed assets | $2,159,434,000 | 4 |
Other fiduciary accounts, non-managed assets | $618,196,000 | 18 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $30,475,574,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $935,771,000 | 21 |
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 | $35,439,852,000 | 22 |
Managed Assets ($) | $9,758,715,000 | 34 |
Personal trust and agency accounts, managed assets | $3,250,047,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $17,460,000 | 169 |
Employee benefit-defined benefit accounts, managed assets | $109,494,000 | 66 |
Other employee benefit and retirement-related accounts, managed assets | $319,878,000 | 38 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $5,637,174,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | $424,662,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $317,874,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $25,681,137,000 | 20 |
Personal trust and agency accounts, non-managed assets | $1,441,935,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $16,920,008,000 | 11 |
Employee benefit-defined benefit accounts, non-managed Assets | $3,273,264,000 | 18 |
Other retirement accounts, non-managed assets | $1,723,334,000 | 19 |
Corporate trust and agency accounts, non-managed assets | $1,732,849,000 | 25 |
Investment management and advisory agency accounts, non-managed assets | $11,109,000 | 85 |
Foundation and endowment trust and agency accounts, non-managed assets | $435,386,000 | 13 |
Other fiduciary accounts, non-managed assets | $143,252,000 | 25 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $8,902,875,000 | 43 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $843,553,000 | 20 |
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 | $33,516,576,000 | 22 |
Managed Assets ($) | $9,353,968,000 | 33 |
Personal trust and agency accounts, managed assets | $3,094,516,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $7,902,000 | 265 |
Employee benefit-defined benefit accounts, managed assets | $101,091,000 | 65 |
Other employee benefit and retirement-related accounts, managed assets | $318,847,000 | 36 |
Corporate trust and agency accounts, managed assets | $0 | 222 |
Investment management and investment advisory agency accounts, managed assets | $5,414,527,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | $417,085,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 230 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $318,847,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $382,877,000 | 31 |
Non-managed Assets ($) | $24,162,608,000 | 20 |
Personal trust and agency accounts, non-managed assets | $1,318,367,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $15,743,836,000 | 11 |
Employee benefit-defined benefit accounts, non-managed Assets | $3,203,153,000 | 19 |
Other retirement accounts, non-managed assets | $1,517,658,000 | 18 |
Corporate trust and agency accounts, non-managed assets | $1,816,533,000 | 26 |
Investment management and advisory agency accounts, non-managed assets | $443,000 | 307 |
Foundation and endowment trust and agency accounts, non-managed assets | $417,062,000 | 11 |
Other fiduciary accounts, non-managed assets | $145,556,000 | 24 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $8,001,230,000 | 43 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $807,097,000 | 20 |
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 | $32,606,139,000 | 24 |
Managed Assets ($) | $8,953,788,000 | 35 |
Personal trust and agency accounts, managed assets | $2,930,925,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $7,496,000 | 203 |
Employee benefit-defined benefit accounts, managed assets | $145,749,000 | 48 |
Other employee benefit and retirement-related accounts, managed assets | $320,320,000 | 36 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $5,124,746,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | $424,552,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 105 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $320,320,000 | 31 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $23,652,351,000 | 19 |
Personal trust and agency accounts, non-managed assets | $1,211,966,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $14,690,243,000 | 11 |
Employee benefit-defined benefit accounts, non-managed Assets | $3,095,879,000 | 20 |
Other retirement accounts, non-managed assets | $1,335,902,000 | 18 |
Corporate trust and agency accounts, non-managed assets | $2,772,481,000 | 22 |
Investment management and advisory agency accounts, non-managed assets | $383,000 | 155 |
Foundation and endowment trust and agency accounts, non-managed assets | $389,343,000 | 11 |
Other fiduciary accounts, non-managed assets | $156,154,000 | 25 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $7,663,354,000 | 46 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $792,532,000 | 18 |
2011-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,140 |
Fiduciary power exercised | $0 | 1,589 |
Fiduciary or related activity | $0 | 1,512 |
Total fiduciary and related assets | $0 | 421 |
Managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, managed assets | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 398 |
Personal trust and agency accounts, non-managed assets | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 325 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 372 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
2011-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,157 |
Fiduciary power exercised | $0 | 1,606 |
Fiduciary or related activity | $0 | 1,531 |
Total fiduciary and related assets | $0 | 427 |
Managed Assets ($) | $0 | 410 |
Personal trust and agency accounts, managed assets | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 94 |
Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 146 |
Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 105 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
2010-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,183 |
Fiduciary power exercised | $0 | 1,631 |
Fiduciary or related activity | $0 | 1,555 |
Total fiduciary and related assets | $0 | 1,537 |
Managed Assets ($) | $0 | 1,439 |
Personal trust and agency accounts, managed assets | $0 | 1,405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 767 |
Corporate trust and agency accounts, managed assets | $0 | 242 |
Investment management and investment advisory agency accounts, managed assets | $0 | 825 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other fiduciary accounts, managed assets | $0 | 255 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
Non-managed Assets ($) | $0 | 1,212 |
Personal trust and agency accounts, non-managed assets | $0 | 894 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
Other retirement accounts, non-managed assets | $0 | 797 |
Corporate trust and agency accounts, non-managed assets | $0 | 324 |
Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
Other fiduciary accounts, non-managed assets | $0 | 232 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 865 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
2010-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,195 |
Fiduciary power exercised | $0 | 1,644 |
Fiduciary or related activity | $0 | 1,565 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 92 |
Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 117 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
Other fiduciary accounts, non-managed assets | $0 | 108 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
2010-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,202 |
Fiduciary power exercised | $0 | 1,653 |
Fiduciary or related activity | $0 | 1,572 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 384 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 350 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 158 |
Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
Other fiduciary accounts, non-managed assets | $0 | 110 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2010-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,230 |
Fiduciary power exercised | $0 | 1,664 |
Fiduciary or related activity | $0 | 1,585 |
Total fiduciary and related assets | $0 | 419 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 355 |
Corporate trust and agency accounts, managed assets | $0 | 90 |
Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, non-managed assets | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
Other fiduciary accounts, non-managed assets | $0 | 113 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2009-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,244 |
Fiduciary power exercised | $0 | 1,675 |
Fiduciary or related activity | $0 | 1,593 |
Total fiduciary and related assets | $0 | 1,581 |
Managed Assets ($) | $0 | 1,484 |
Personal trust and agency accounts, managed assets | $0 | 1,441 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 245 |
Investment management and investment advisory agency accounts, managed assets | $0 | 835 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
Other fiduciary accounts, managed assets | $0 | 258 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
Non-managed Assets ($) | $0 | 1,242 |
Personal trust and agency accounts, non-managed assets | $0 | 920 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
Other retirement accounts, non-managed assets | $0 | 806 |
Corporate trust and agency accounts, non-managed assets | $0 | 345 |
Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
Other fiduciary accounts, non-managed assets | $0 | 221 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 878 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
2009-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,265 |
Fiduciary power exercised | $0 | 1,685 |
Fiduciary or related activity | $0 | 1,605 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Personal trust and agency accounts, managed assets | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
Corporate trust and agency accounts, managed assets | $0 | 96 |
Investment management and investment advisory agency accounts, managed assets | $0 | 353 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 385 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 306 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 116 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,285 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
Corporate trust and agency accounts, managed assets | $0 | 99 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 391 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 161 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 115 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 373 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,301 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
Corporate trust and agency accounts, managed assets | $0 | 98 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 160 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 377 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,321 |
Fiduciary power exercised | $0 | 1,723 |
Fiduciary or related activity | $0 | 1,634 |
Total fiduciary and related assets | $0 | 1,618 |
Managed Assets ($) | $0 | 1,519 |
Personal trust and agency accounts, managed assets | $0 | 1,470 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 777 |
Corporate trust and agency accounts, managed assets | $0 | 260 |
Investment management and investment advisory agency accounts, managed assets | $0 | 851 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 281 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,241 |
Personal trust and agency accounts, non-managed assets | $0 | 946 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
Other retirement accounts, non-managed assets | $0 | 811 |
Corporate trust and agency accounts, non-managed assets | $0 | 351 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 874 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,346 |
Fiduciary power exercised | $0 | 1,749 |
Fiduciary or related activity | $0 | 1,659 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 375 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 420 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 171 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,370 |
Fiduciary power exercised | $0 | 1,767 |
Fiduciary or related activity | $0 | 1,672 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 394 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 426 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 173 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 134 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 400 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,389 |
Fiduciary power exercised | $0 | 1,777 |
Fiduciary or related activity | $0 | 1,684 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 388 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 400 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 341 |
Corporate trust and agency accounts, non-managed assets | $0 | 174 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 407 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,411 |
Fiduciary power exercised | $0 | 1,786 |
Fiduciary or related activity | $0 | 1,696 |
Total fiduciary and related assets | $0 | 1,685 |
Managed Assets ($) | $0 | 1,581 |
Personal trust and agency accounts, managed assets | $0 | 1,532 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
Corporate trust and agency accounts, managed assets | $0 | 269 |
Investment management and investment advisory agency accounts, managed assets | $0 | 880 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 297 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,291 |
Personal trust and agency accounts, non-managed assets | $0 | 969 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
Other retirement accounts, non-managed assets | $0 | 860 |
Corporate trust and agency accounts, non-managed assets | $0 | 364 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 258 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 908 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,428 |
Fiduciary power exercised | $0 | 1,805 |
Fiduciary or related activity | $0 | 1,715 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, managed assets | $0 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 416 |
Personal trust and agency accounts, non-managed assets | $0 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 183 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 392 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,445 |
Fiduciary power exercised | $0 | 1,809 |
Fiduciary or related activity | $0 | 1,721 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 186 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 124 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,453 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 120 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,464 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Total fiduciary and related assets | $0 | 1,730 |
Managed Assets ($) | $0 | 1,624 |
Personal trust and agency accounts, managed assets | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 276 |
Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,321 |
Personal trust and agency accounts, non-managed assets | $0 | 983 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
Other retirement accounts, non-managed assets | $0 | 853 |
Corporate trust and agency accounts, non-managed assets | $0 | 383 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 947 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,478 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Personal trust and agency accounts, managed assets | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 408 |
Personal trust and agency accounts, non-managed assets | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 189 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 388 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,497 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Personal trust and agency accounts, managed assets | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 106 |
Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 411 |
Personal trust and agency accounts, non-managed assets | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 395 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,505 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 422 |
Personal trust and agency accounts, non-managed assets | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 127 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 405 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,516 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 1,786 |
Managed Assets ($) | $0 | 1,677 |
Personal trust and agency accounts, managed assets | $0 | 1,621 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
Corporate trust and agency accounts, managed assets | $0 | 299 |
Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,365 |
Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
Other retirement accounts, non-managed assets | $0 | 867 |
Corporate trust and agency accounts, non-managed assets | $0 | 402 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 271 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 966 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,529 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 423 |
Personal trust and agency accounts, managed assets | $0 | 409 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 110 |
Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 412 |
Personal trust and agency accounts, non-managed assets | $0 | 337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,548 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Personal trust and agency accounts, managed assets | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 114 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 139 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
Other retirement accounts, non-managed assets | $0 | 334 |
Corporate trust and agency accounts, non-managed assets | $0 | 195 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 135 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,569 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 116 |
Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 142 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 199 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,574 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Total fiduciary and related assets | $0 | 1,810 |
Managed Assets ($) | $0 | 1,698 |
Personal trust and agency accounts, managed assets | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
Corporate trust and agency accounts, managed assets | $0 | 309 |
Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,358 |
Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
Other retirement accounts, non-managed assets | $0 | 862 |
Corporate trust and agency accounts, non-managed assets | $0 | 395 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 281 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 996 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,582 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
Other retirement accounts, non-managed assets | $0 | 327 |
Corporate trust and agency accounts, non-managed assets | $0 | 194 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 404 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,602 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, managed assets | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 113 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 338 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 409 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,610 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 436 |
Personal trust and agency accounts, non-managed assets | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 133 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 416 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Personal trust and agency accounts, managed assets | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,404 |
Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
Other retirement accounts, non-managed assets | $0 | 879 |
Corporate trust and agency accounts, non-managed assets | $0 | 431 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 284 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,022 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Personal trust and agency accounts, managed assets | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
Corporate trust and agency accounts, managed assets | $0 | 121 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 143 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 445 |
Personal trust and agency accounts, non-managed assets | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
Other retirement accounts, non-managed assets | $0 | 350 |
Corporate trust and agency accounts, non-managed assets | $0 | 201 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 151 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 430 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Personal trust and agency accounts, managed assets | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 151 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 447 |
Personal trust and agency accounts, non-managed assets | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 349 |
Corporate trust and agency accounts, non-managed assets | $0 | 205 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 159 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 431 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Personal trust and agency accounts, managed assets | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 156 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 458 |
Personal trust and agency accounts, non-managed assets | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 354 |
Corporate trust and agency accounts, non-managed assets | $0 | 208 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 442 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Personal trust and agency accounts, managed assets | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,452 |
Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
Other retirement accounts, non-managed assets | $0 | 883 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 299 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | $0 | 1,766 |
Personal trust and agency accounts, managed assets | $0 | 1,716 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,377 |
Personal trust and agency accounts, non-managed assets | $0 | 992 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
Other retirement accounts, non-managed assets | $0 | 833 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 295 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 969 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |