Home > Zions Bancorporation, N.A. > Total Fiduciary and Related Assets
Zions Bancorporation, N.A., Total Fiduciary and Related Assets
| 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 | $32,682,920,000 | 44 |
| Managed Assets ($) | $7,733,576,000 | 58 |
| Personal trust and agency accounts, managed assets | $650,787,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $172,396,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,754,892,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,155,501,000 | 31 |
| 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 | $171,990,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,949,344,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $13,759,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $1,511,000 | 269 |
| Corporate trust and agency accounts, non-managed assets | $24,934,074,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,146,409,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,511,000 | 270 |
| 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 | $34,227,367,000 | 44 |
| Managed Assets ($) | $7,982,753,000 | 54 |
| Personal trust and agency accounts, managed assets | $673,259,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $186,013,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $5,937,279,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,186,202,000 | 31 |
| 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 | $185,573,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,244,614,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $12,720,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $1,627,000 | 313 |
| Corporate trust and agency accounts, non-managed assets | $26,230,267,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,141,249,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,627,000 | 321 |
| 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 | $32,978,404,000 | 48 |
| Managed Assets ($) | $7,585,679,000 | 61 |
| Personal trust and agency accounts, managed assets | $670,376,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $2,000 | 169 |
| Other employee benefit and retirement-related accounts, managed assets | $180,506,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $5,604,586,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $1,130,209,000 | 32 |
| 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 | $180,059,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,392,725,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $12,710,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $2,920,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $25,377,095,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,865,814,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,920,000 | 257 |
| 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 | $33,770,139,000 | 45 |
| Managed Assets ($) | $7,384,621,000 | 62 |
| Personal trust and agency accounts, managed assets | $663,424,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $5,017,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $178,277,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $5,459,222,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,078,681,000 | 34 |
| 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 | $177,830,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $26,385,518,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $13,167,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $3,335,000 | 375 |
| Corporate trust and agency accounts, non-managed assets | $26,369,016,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,584,459,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,335,000 | 436 |
| 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 | $33,456,126,000 | 44 |
| Managed Assets ($) | $7,030,504,000 | 62 |
| Personal trust and agency accounts, managed assets | $715,149,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $5,097,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $169,920,000 | 132 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,109,644,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,030,694,000 | 33 |
| 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 | $169,489,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,425,622,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $11,799,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $3,088,000 | 242 |
| Corporate trust and agency accounts, non-managed assets | $26,410,735,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,329,231,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,088,000 | 261 |
| 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 | $33,466,326,000 | 36 |
| Managed Assets ($) | $6,700,102,000 | 51 |
| Personal trust and agency accounts, managed assets | $744,428,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $5,362,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $179,442,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,249,123,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $521,747,000 | 49 |
| 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 | $178,968,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,766,224,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $11,082,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $3,364,000 | 252 |
| Corporate trust and agency accounts, non-managed assets | $26,751,778,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,197,672,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,364,000 | 283 |
| 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 | $35,048,361,000 | 35 |
| Managed Assets ($) | $7,011,072,000 | 52 |
| Personal trust and agency accounts, managed assets | $877,797,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $6,011,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $199,858,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $5,358,208,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $569,198,000 | 49 |
| 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 | $199,307,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,037,289,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $11,168,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $5,827,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $28,020,294,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,366,782,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,827,000 | 221 |
| 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 | $34,517,245,000 | 35 |
| Managed Assets ($) | $6,921,038,000 | 52 |
| Personal trust and agency accounts, managed assets | $817,345,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 387 |
| Employee benefit-defined benefit accounts, managed assets | $6,277,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $203,540,000 | 128 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $5,305,201,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $588,675,000 | 47 |
| 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 | $202,940,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $27,596,207,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $8,842,000 | 281 |
| 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 | 142 |
| Other retirement accounts, non-managed assets | $4,750,000 | 337 |
| Corporate trust and agency accounts, non-managed assets | $27,582,615,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,168,354,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,750,000 | 396 |
| 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 | $30,731,979,000 | 37 |
| Managed Assets ($) | $6,229,620,000 | 53 |
| Personal trust and agency accounts, managed assets | $787,269,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $6,137,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $193,626,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $4,748,921,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $493,667,000 | 51 |
| 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 | $193,035,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,502,359,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $9,041,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $4,478,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $24,488,840,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,342,125,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,478,000 | 234 |
| 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 | $29,393,831,000 | 37 |
| Managed Assets ($) | $5,712,818,000 | 56 |
| Personal trust and agency accounts, managed assets | $787,151,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $6,151,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $189,577,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,247,743,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $482,196,000 | 51 |
| 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 | $188,963,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,681,013,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $8,529,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $4,444,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $23,668,040,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,079,812,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,444,000 | 271 |
| 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 | $28,838,089,000 | 37 |
| Managed Assets ($) | $5,214,026,000 | 56 |
| Personal trust and agency accounts, managed assets | $781,299,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $6,364,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $174,245,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $3,803,924,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $448,194,000 | 53 |
| 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 | $173,649,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,624,063,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $7,326,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $4,313,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $23,578,315,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $34,109,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,296,374,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,313,000 | 241 |
| 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 | $30,410,371,000 | 34 |
| Managed Assets ($) | $5,047,492,000 | 58 |
| Personal trust and agency accounts, managed assets | $865,764,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $169,786,000 | 136 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $3,929,012,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $82,930,000 | 137 |
| 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 | $169,193,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $25,362,879,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $3,472,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $4,232,000 | 356 |
| Corporate trust and agency accounts, non-managed assets | $24,407,520,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $857,044,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,804,000 | 64 |
| Other fiduciary accounts, non-managed assets | $74,807,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,330,307,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,232,000 | 416 |
| 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 | $28,201,118,000 | 36 |
| Managed Assets ($) | $4,639,275,000 | 57 |
| Personal trust and agency accounts, managed assets | $805,957,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $158,886,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,596,833,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $77,581,000 | 128 |
| 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 | $158,340,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,561,843,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $42,502,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $3,778,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $22,636,215,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $858,065,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,783,000 | 58 |
| Other fiduciary accounts, non-managed assets | $5,500,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,775,145,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,778,000 | 242 |
| 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 | $27,097,313,000 | 35 |
| Managed Assets ($) | $4,527,425,000 | 58 |
| Personal trust and agency accounts, managed assets | $771,784,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,000 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $152,390,000 | 133 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $3,528,622,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $74,611,000 | 132 |
| 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 | $151,860,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,569,888,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $40,360,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $3,644,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $21,637,285,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $860,463,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,754,000 | 51 |
| Other fiduciary accounts, non-managed assets | $5,382,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,559,293,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,644,000 | 272 |
| 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 | $28,097,856,000 | 34 |
| Managed Assets ($) | $4,686,791,000 | 55 |
| Personal trust and agency accounts, managed assets | $728,387,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $128,328,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,762,284,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $67,774,000 | 125 |
| 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 | $127,848,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,411,065,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $34,930,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $5,611,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $22,434,143,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $844,453,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,693,000 | 47 |
| Other fiduciary accounts, non-managed assets | $62,235,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,804,571,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,611,000 | 218 |
| 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 | $27,487,229,000 | 36 |
| Managed Assets ($) | $4,264,766,000 | 63 |
| Personal trust and agency accounts, managed assets | $874,454,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,000 | 406 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $138,849,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $3,173,403,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $78,042,000 | 129 |
| 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 | $138,254,000 | 136 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $23,222,463,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $46,857,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $7,635,000 | 269 |
| Corporate trust and agency accounts, non-managed assets | $22,248,052,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $830,725,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,323,000 | 55 |
| Other fiduciary accounts, non-managed assets | $58,871,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,946,856,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,635,000 | 322 |
| 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 | $25,710,628,000 | 39 |
| Managed Assets ($) | $4,374,122,000 | 61 |
| Personal trust and agency accounts, managed assets | $887,884,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,000 | 258 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $130,086,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $3,279,730,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $76,404,000 | 126 |
| 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 | $129,506,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,336,506,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $50,350,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $7,249,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $20,407,589,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $841,781,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,915,000 | 53 |
| Other fiduciary accounts, non-managed assets | $4,622,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,935,382,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,249,000 | 205 |
| 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 | $24,939,150,000 | 38 |
| Managed Assets ($) | $4,063,452,000 | 62 |
| Personal trust and agency accounts, managed assets | $912,657,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,000 | 281 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $128,420,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,945,884,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $76,468,000 | 125 |
| 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 | $127,826,000 | 134 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,875,698,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $50,924,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $7,220,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $19,928,473,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $824,772,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,658,000 | 58 |
| Other fiduciary accounts, non-managed assets | $46,651,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,060,609,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,308,000 | 225 |
| 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 | $25,088,428,000 | 38 |
| Managed Assets ($) | $3,946,121,000 | 63 |
| Personal trust and agency accounts, managed assets | $855,974,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $121,556,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,893,071,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $75,480,000 | 124 |
| 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 | $120,964,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,142,307,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $39,632,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $7,981,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $20,137,274,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $832,368,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,654,000 | 32 |
| Other fiduciary accounts, non-managed assets | $40,398,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,656,663,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,068,000 | 221 |
| 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 | $24,696,629,000 | 37 |
| Managed Assets ($) | $3,701,781,000 | 63 |
| Personal trust and agency accounts, managed assets | $818,052,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,000 | 416 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $110,993,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,702,158,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $70,538,000 | 122 |
| 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 | $110,440,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $20,994,848,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $37,510,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $7,866,000 | 266 |
| Corporate trust and agency accounts, non-managed assets | $20,006,472,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $831,297,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $73,796,000 | 35 |
| Other fiduciary accounts, non-managed assets | $37,907,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,457,031,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,952,000 | 317 |
| 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 | $24,680,446,000 | 37 |
| Managed Assets ($) | $3,810,561,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,093,239,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,000 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $116,260,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $2,524,261,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $76,761,000 | 119 |
| 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 | $115,630,000 | 141 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,869,885,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $76,400,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $8,078,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $19,817,035,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $880,632,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $86,834,000 | 33 |
| Other fiduciary accounts, non-managed assets | $906,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,810,691,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,164,000 | 218 |
| 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 | $24,044,322,000 | 37 |
| Managed Assets ($) | $3,752,626,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,212,648,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,000 | 289 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $111,945,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,351,712,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $76,282,000 | 119 |
| 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 | $111,319,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,291,696,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $81,625,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $8,089,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $20,083,763,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $13,021,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $79,907,000 | 34 |
| Other fiduciary accounts, non-managed assets | $25,291,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,408,881,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,175,000 | 217 |
| 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 | $24,926,273,000 | 37 |
| Managed Assets ($) | $3,634,357,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,242,865,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,000 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $108,053,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $2,207,185,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $76,215,000 | 119 |
| 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 | $107,415,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,291,916,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $83,603,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $8,501,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $21,098,529,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $77,881,000 | 34 |
| Other fiduciary accounts, non-managed assets | $23,402,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,761,009,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,586,000 | 213 |
| 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 | $25,462,453,000 | 37 |
| Managed Assets ($) | $3,576,024,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,310,669,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,000 | 436 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $106,056,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $2,102,203,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $57,057,000 | 145 |
| 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 | $105,395,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $21,886,429,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $43,741,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $8,347,000 | 273 |
| Corporate trust and agency accounts, non-managed assets | $21,812,819,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $371,000 | 168 |
| Other fiduciary accounts, non-managed assets | $21,151,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,165,936,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,915,000 | 262 |
| 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 | $22,189,488,000 | 39 |
| Managed Assets ($) | $3,426,828,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,191,896,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,000 | 288 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $101,007,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,079,323,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $54,563,000 | 142 |
| 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 | $100,356,000 | 151 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,762,660,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $43,784,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $8,438,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $18,709,235,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $17,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $353,000 | 132 |
| Other fiduciary accounts, non-managed assets | $833,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,772,215,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,792,000 | 186 |
| 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 | $22,089,695,000 | 39 |
| Managed Assets ($) | $3,429,510,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,269,324,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,000 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $98,050,000 | 157 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,010,663,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $51,434,000 | 141 |
| 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 | $97,404,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,660,185,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $43,651,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $8,401,000 | 189 |
| Corporate trust and agency accounts, non-managed assets | $18,587,091,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $19,871,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $347,000 | 132 |
| Other fiduciary accounts, non-managed assets | $824,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,981,396,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,749,000 | 182 |
| 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 | $21,906,149,000 | 39 |
| Managed Assets ($) | $3,109,967,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,290,691,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,000 | 298 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $78,222,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,694,891,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $46,095,000 | 151 |
| 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 | $77,578,000 | 174 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,796,182,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $44,746,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $8,315,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $18,709,083,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $26,900,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $345,000 | 131 |
| Other fiduciary accounts, non-managed assets | $6,793,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,062,047,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,227,000 | 172 |
| 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 | $19,550,571,000 | 40 |
| Managed Assets ($) | $2,525,941,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,295,730,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,000 | 449 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $42,511,000 | 252 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,141,287,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $46,337,000 | 147 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $41,880,000 | 241 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $17,024,630,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $79,518,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $8,048,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $16,935,937,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $339,000 | 167 |
| Other fiduciary accounts, non-managed assets | $788,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,686,891,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,872,000 | 242 |
| 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 | $18,871,408,000 | 41 |
| Managed Assets ($) | $2,637,848,000 | 75 |
| Personal trust and agency accounts, managed assets | $988,104,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,000 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $40,303,000 | 247 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,563,601,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $45,764,000 | 144 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $39,657,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,233,560,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $6,618,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $6,143,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $16,145,308,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $1,017,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $335,000 | 132 |
| Other fiduciary accounts, non-managed assets | $74,139,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,152,159,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,995,000 | 190 |
| 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 | $17,650,923,000 | 42 |
| Managed Assets ($) | $2,480,493,000 | 80 |
| Personal trust and agency accounts, managed assets | $894,268,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $39,098,000 | 248 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,506,331,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $40,720,000 | 147 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $38,456,000 | 238 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,170,430,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $6,863,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,000 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $6,517,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $15,079,359,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $1,017,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $332,000 | 137 |
| Other fiduciary accounts, non-managed assets | $76,169,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,872,975,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,957,000 | 190 |
| 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 | $15,448,804,000 | 43 |
| Managed Assets ($) | $2,417,755,000 | 82 |
| Personal trust and agency accounts, managed assets | $888,284,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,000 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $40,125,000 | 237 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,461,106,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $28,163,000 | 171 |
| Other fiduciary accounts, managed assets | $1,000 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $39,481,000 | 227 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,031,049,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $6,232,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,000 | 275 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $7,848,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $12,943,214,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $1,218,000 | 170 |
| Foundation and endowment trust and agency accounts, non-managed assets | $331,000 | 135 |
| Other fiduciary accounts, non-managed assets | $72,033,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,072,747,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,222,000 | 178 |
| 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 | $14,687,802,000 | 45 |
| Managed Assets ($) | $2,450,269,000 | 78 |
| Personal trust and agency accounts, managed assets | $888,967,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,000 | 468 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $41,803,000 | 238 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,479,986,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $29,076,000 | 182 |
| Other fiduciary accounts, managed assets | $10,361,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $41,151,000 | 226 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $12,237,533,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $5,760,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,000 | 442 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $8,482,000 | 262 |
| Corporate trust and agency accounts, non-managed assets | $12,153,124,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $768,000 | 283 |
| Foundation and endowment trust and agency accounts, non-managed assets | $330,000 | 176 |
| Other fiduciary accounts, non-managed assets | $68,896,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,662,725,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,930,000 | 245 |
| 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 | $10,866,466,000 | 52 |
| Managed Assets ($) | $1,570,417,000 | 106 |
| Personal trust and agency accounts, managed assets | $488,588,000 | 110 |
| 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 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $6,553,000 | 344 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,046,108,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $29,168,000 | 170 |
| 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 | $5,901,000 | 329 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,296,049,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $1,815,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,777,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $8,193,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $9,278,463,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $329,000 | 135 |
| Other fiduciary accounts, non-managed assets | $472,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,896,402,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,516,000 | 174 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,460,179,000 | 53 |
| Managed Assets ($) | $1,617,440,000 | 108 |
| Personal trust and agency accounts, managed assets | $512,799,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 310 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $6,884,000 | 347 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,066,581,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $31,176,000 | 173 |
| 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 | $6,177,000 | 327 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,842,739,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $1,620,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,069,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $7,448,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $9,825,825,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $337,000 | 135 |
| Other fiduciary accounts, non-managed assets | $440,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,643,369,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,278,000 | 182 |
| 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 | $10,118,711,000 | 57 |
| Managed Assets ($) | $1,455,766,000 | 113 |
| Personal trust and agency accounts, managed assets | $529,864,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $7,189,000 | 341 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $886,932,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $31,781,000 | 170 |
| 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 | $6,448,000 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,662,945,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,774,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,092,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $7,971,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $8,645,262,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $337,000 | 135 |
| Other fiduciary accounts, non-managed assets | $509,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,766,210,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,808,000 | 179 |
| 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 | $8,922,883,000 | 59 |
| Managed Assets ($) | $1,462,330,000 | 111 |
| Personal trust and agency accounts, managed assets | $514,327,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 486 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $6,894,000 | 484 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $908,998,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $32,111,000 | 172 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,134,000 | 461 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $7,460,553,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,547,000 | 460 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,125,000 | 300 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $8,823,000 | 270 |
| Corporate trust and agency accounts, non-managed assets | $7,442,245,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $338,000 | 176 |
| Other fiduciary accounts, non-managed assets | $475,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,694,105,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,613,000 | 241 |
| 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 | $8,531,799,000 | 59 |
| Managed Assets ($) | $1,507,908,000 | 107 |
| Personal trust and agency accounts, managed assets | $538,891,000 | 106 |
| 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 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $6,944,000 | 341 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $929,379,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $32,694,000 | 161 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,178,000 | 321 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,023,891,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,475,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,044,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $10,835,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $7,003,611,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $334,000 | 136 |
| Other fiduciary accounts, non-managed assets | $592,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,646,088,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,538,000 | 160 |
| 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 | $8,127,710,000 | 59 |
| Managed Assets ($) | $1,448,878,000 | 110 |
| Personal trust and agency accounts, managed assets | $547,564,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 311 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $6,173,000 | 342 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $861,692,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $33,449,000 | 159 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,377,000 | 321 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,678,832,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,325,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,178,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $10,343,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $6,659,093,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $334,000 | 134 |
| Other fiduciary accounts, non-managed assets | $559,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,474,760,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,938,000 | 186 |
| 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 | $7,887,356,000 | 59 |
| Managed Assets ($) | $1,368,306,000 | 111 |
| Personal trust and agency accounts, managed assets | $538,714,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 314 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $6,011,000 | 344 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $790,792,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $32,789,000 | 157 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,217,000 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,519,050,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,477,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,087,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $10,363,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $6,499,292,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $329,000 | 137 |
| Other fiduciary accounts, non-managed assets | $502,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,904,465,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,958,000 | 184 |
| 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 | $7,828,473,000 | 59 |
| Managed Assets ($) | $1,396,817,000 | 112 |
| Personal trust and agency accounts, managed assets | $450,649,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000 | 508 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
| Other employee benefit and retirement-related accounts, managed assets | $4,986,000 | 518 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $908,476,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $32,697,000 | 164 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,177,000 | 489 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $6,431,656,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,580,000 | 471 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,476,000 | 310 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $10,632,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $6,410,733,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $375,000 | 176 |
| Other fiduciary accounts, non-managed assets | $860,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,581,221,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,222,000 | 270 |
| 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 | $7,744,937,000 | 58 |
| Managed Assets ($) | $1,418,209,000 | 105 |
| Personal trust and agency accounts, managed assets | $427,739,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,000 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $4,645,000 | 332 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $953,807,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $32,003,000 | 150 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,853,000 | 313 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,326,728,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $12,570,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,072,000 | 220 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $10,620,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $6,295,366,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $362,000 | 131 |
| Other fiduciary accounts, non-managed assets | $738,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,912,114,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,141,000 | 184 |
| 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 | $8,417,191,000 | 57 |
| Managed Assets ($) | $1,388,785,000 | 106 |
| Personal trust and agency accounts, managed assets | $414,462,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,000 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $4,340,000 | 333 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $937,933,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $32,035,000 | 146 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,555,000 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,028,406,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $12,773,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,705,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $11,057,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $6,997,184,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $270,000 | 136 |
| Other fiduciary accounts, non-managed assets | $417,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,769,180,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,599,000 | 183 |
| 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 | $8,043,603,000 | 59 |
| Managed Assets ($) | $1,407,759,000 | 107 |
| Personal trust and agency accounts, managed assets | $420,383,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $4,881,000 | 328 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $950,293,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $32,186,000 | 151 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,670,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,635,844,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $10,921,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,778,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $11,095,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $6,606,033,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $515,000 | 132 |
| Other fiduciary accounts, non-managed assets | $502,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,094,436,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,411,000 | 180 |
| 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 | $7,833,377,000 | 59 |
| Managed Assets ($) | $1,363,130,000 | 104 |
| Personal trust and agency accounts, managed assets | $364,944,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,000 | 528 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $4,997,000 | 504 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $962,722,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $30,451,000 | 156 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,811,000 | 492 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $6,470,247,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $6,092,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,662,000 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $10,873,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $6,445,230,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $540,000 | 159 |
| Other fiduciary accounts, non-managed assets | $850,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,951,099,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,346,000 | 260 |
| 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 | $7,512,929,000 | 58 |
| Managed Assets ($) | $1,310,229,000 | 107 |
| Personal trust and agency accounts, managed assets | $351,613,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,000 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $5,406,000 | 320 |
| Corporate trust and agency accounts, managed assets | $840,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $921,453,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $30,900,000 | 149 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,207,000 | 295 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,202,700,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $2,517,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,410,000 | 213 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $11,015,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $6,179,910,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,379,000 | 106 |
| Other fiduciary accounts, non-managed assets | $469,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,925,471,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,489,000 | 170 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,194,630,000 | 58 |
| Managed Assets ($) | $1,503,651,000 | 96 |
| Personal trust and agency accounts, managed assets | $371,045,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,000 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $5,285,000 | 319 |
| Corporate trust and agency accounts, managed assets | $481,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,095,323,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $31,500,000 | 143 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $4,106,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,690,979,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,770,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,114,000 | 215 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $10,828,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $6,669,301,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,563,000 | 101 |
| Other fiduciary accounts, non-managed assets | $403,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,951,549,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,285,000 | 167 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,074,364,000 | 58 |
| Managed Assets ($) | $1,329,092,000 | 105 |
| Personal trust and agency accounts, managed assets | $368,478,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,000 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $5,407,000 | 320 |
| Corporate trust and agency accounts, managed assets | $353,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $924,968,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $29,869,000 | 150 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $4,190,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,745,272,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $5,415,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,243,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $14,509,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $6,713,470,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,167,000 | 82 |
| Other fiduciary accounts, non-managed assets | $468,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,381,750,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $15,837,000 | 149 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,333,489,000 | 55 |
| Managed Assets ($) | $1,329,140,000 | 99 |
| Personal trust and agency accounts, managed assets | $352,375,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,649,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $4,878,000 | 500 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $937,249,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $28,989,000 | 156 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,703,000 | 487 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $7,004,349,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $32,833,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,140,000 | 462 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $15,137,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $6,950,947,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,171,000 | 92 |
| Other fiduciary accounts, non-managed assets | $121,000 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,183,994,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $16,442,000 | 193 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,247,254,000 | 58 |
| Managed Assets ($) | $1,468,219,000 | 96 |
| Personal trust and agency accounts, managed assets | $472,624,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,587,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $5,021,000 | 318 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $957,173,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $27,814,000 | 145 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,565,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,779,035,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $37,844,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,198,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $14,500,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $6,721,199,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,809,000 | 83 |
| Other fiduciary accounts, non-managed assets | $485,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,922,991,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $15,933,000 | 141 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,216,923,000 | 56 |
| Managed Assets ($) | $1,606,088,000 | 90 |
| Personal trust and agency accounts, managed assets | $506,353,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,622,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $5,450,000 | 321 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,058,501,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $29,162,000 | 145 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,859,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,610,835,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $41,826,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,203,000 | 260 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $15,429,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $7,546,085,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,550,000 | 78 |
| Other fiduciary accounts, non-managed assets | $742,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,514,749,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $16,565,000 | 138 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,228,946,000 | 54 |
| Managed Assets ($) | $1,485,737,000 | 94 |
| Personal trust and agency accounts, managed assets | $511,490,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,584,000 | 224 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $5,480,000 | 326 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $930,677,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $31,506,000 | 141 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,876,000 | 295 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,743,209,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $41,422,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,198,000 | 258 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $15,367,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $7,678,535,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,422,000 | 77 |
| Other fiduciary accounts, non-managed assets | $265,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,998,677,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $16,492,000 | 137 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,457,682,000 | 54 |
| Managed Assets ($) | $1,414,823,000 | 99 |
| Personal trust and agency accounts, managed assets | $483,280,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,405,000 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $5,242,000 | 508 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $888,874,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $31,003,000 | 141 |
| Other fiduciary accounts, managed assets | $19,000 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,657,000 | 484 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $8,042,859,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $39,396,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,193,000 | 471 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $15,317,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $7,980,096,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,561,000 | 88 |
| Other fiduciary accounts, non-managed assets | $296,000 | 142 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,869,351,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $15,102,000 | 208 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,517,091,000 | 52 |
| Managed Assets ($) | $1,340,596,000 | 97 |
| Personal trust and agency accounts, managed assets | $445,522,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,019,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $629,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $4,445,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $853,902,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $30,055,000 | 130 |
| Other fiduciary accounts, managed assets | $24,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $3,518,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,176,495,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $46,443,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,246,000 | 255 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $18,212,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $8,102,326,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,220,000 | 76 |
| Other fiduciary accounts, non-managed assets | $2,048,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,065,508,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $17,882,000 | 128 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,396,850,000 | 52 |
| Managed Assets ($) | $1,196,863,000 | 98 |
| Personal trust and agency accounts, managed assets | $408,643,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,484,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $586,000 | 215 |
| Other employee benefit and retirement-related accounts, managed assets | $4,157,000 | 316 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $749,514,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $28,456,000 | 130 |
| Other fiduciary accounts, managed assets | $23,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,313,000 | 278 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,199,987,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $40,937,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,267,000 | 254 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $19,380,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $8,132,039,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,037,000 | 75 |
| Other fiduciary accounts, non-managed assets | $327,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,949,170,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $20,359,000 | 120 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,582,055,000 | 52 |
| Managed Assets ($) | $1,267,972,000 | 96 |
| Personal trust and agency accounts, managed assets | $416,785,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,896,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $625,000 | 216 |
| Other employee benefit and retirement-related accounts, managed assets | $4,263,000 | 320 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $810,269,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $30,109,000 | 130 |
| Other fiduciary accounts, managed assets | $25,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,396,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,314,083,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $43,564,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,258,000 | 258 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $19,501,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $8,243,115,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,284,000 | 81 |
| Other fiduciary accounts, non-managed assets | $361,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,535,640,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $20,447,000 | 117 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,439,813,000 | 54 |
| Managed Assets ($) | $1,333,410,000 | 94 |
| Personal trust and agency accounts, managed assets | $412,607,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,795,000 | 319 |
| Employee benefit-defined benefit accounts, managed assets | $613,000 | 336 |
| Other employee benefit and retirement-related accounts, managed assets | $4,201,000 | 544 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $880,464,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $29,706,000 | 131 |
| Other fiduciary accounts, managed assets | $24,000 | 225 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,354,000 | 476 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $8,106,403,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $43,020,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,245,000 | 467 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $18,378,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $8,036,152,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,847,000 | 85 |
| Other fiduciary accounts, non-managed assets | $761,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,256,587,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,595,000 | 178 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,724,231,000 | 55 |
| Managed Assets ($) | $1,454,665,000 | 88 |
| Personal trust and agency accounts, managed assets | $435,037,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,391,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $606,000 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $4,134,000 | 306 |
| Corporate trust and agency accounts, managed assets | $73,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,007,400,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,269,566,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $46,325,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,318,000 | 251 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $18,397,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $9,203,054,000 | 13 |
| 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 | $472,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,935,507,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,928,067,000 | 54 |
| Managed Assets ($) | $1,383,657,000 | 92 |
| Personal trust and agency accounts, managed assets | $400,188,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,891,000 | 229 |
| Employee benefit-defined benefit accounts, managed assets | $546,000 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $3,816,000 | 307 |
| Corporate trust and agency accounts, managed assets | $73,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $974,122,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,544,410,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $43,879,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,322,000 | 258 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $20,052,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $9,478,068,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,089,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,852,017,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,496,716,000 | 51 |
| Managed Assets ($) | $1,301,127,000 | 91 |
| Personal trust and agency accounts, managed assets | $380,370,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $470,000 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $3,237,000 | 309 |
| Corporate trust and agency accounts, managed assets | $5,653,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $911,377,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,195,589,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $40,604,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,307,000 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $20,762,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $9,091,020,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $41,896,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,109,324,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,450,108,000 | 55 |
| Managed Assets ($) | $1,270,158,000 | 95 |
| Personal trust and agency accounts, managed assets | $396,977,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $487,000 | 565 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $3,772,000 | 522 |
| Corporate trust and agency accounts, managed assets | $5,762,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $861,509,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,651,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,179,950,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $42,099,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,456,000 | 462 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $25,600,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $9,064,620,000 | 15 |
| 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 | $46,175,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,361,626,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,074,617,000 | 55 |
| Managed Assets ($) | $1,422,681,000 | 95 |
| Personal trust and agency accounts, managed assets | $473,547,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $536,000 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $4,246,000 | 331 |
| Corporate trust and agency accounts, managed assets | $6,722,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $935,662,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,968,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,651,936,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $47,979,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,545,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $29,916,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $9,525,069,000 | 15 |
| 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 | $47,427,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,471,479,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,071,724,000 | 58 |
| Managed Assets ($) | $1,437,895,000 | 98 |
| Personal trust and agency accounts, managed assets | $483,444,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $561,000 | 312 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $4,678,000 | 336 |
| Corporate trust and agency accounts, managed assets | $10,506,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $938,682,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,633,829,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $52,285,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,543,000 | 291 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $30,098,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $10,425,150,000 | 16 |
| 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 | $124,753,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,314,730,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,144,951,000 | 60 |
| Managed Assets ($) | $1,604,349,000 | 98 |
| Personal trust and agency accounts, managed assets | $553,560,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $583,000 | 314 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $4,859,000 | 342 |
| Corporate trust and agency accounts, managed assets | $19,267,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $1,026,057,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,000 | 120 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,540,602,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $55,349,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,520,000 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $30,034,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $8,346,198,000 | 17 |
| 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 | $107,501,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,611,502,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,663,742,000 | 57 |
| Managed Assets ($) | $1,606,105,000 | 98 |
| Personal trust and agency accounts, managed assets | $576,297,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $590,000 | 599 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
| Other employee benefit and retirement-related accounts, managed assets | $5,072,000 | 526 |
| Corporate trust and agency accounts, managed assets | $23,715,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $998,245,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,186,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,057,637,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $64,194,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,496,000 | 518 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $30,318,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $8,865,963,000 | 17 |
| 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 | $95,666,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,518,135,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,546,797,000 | 57 |
| Managed Assets ($) | $1,523,529,000 | 99 |
| Personal trust and agency accounts, managed assets | $585,762,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $602,000 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $5,091,000 | 316 |
| Corporate trust and agency accounts, managed assets | $18,197,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $913,852,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,023,268,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $106,744,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,586,000 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $32,310,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $8,773,496,000 | 17 |
| 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 | $108,132,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,558,848,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,326,532,000 | 60 |
| Managed Assets ($) | $1,432,291,000 | 109 |
| Personal trust and agency accounts, managed assets | $574,072,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $602,000 | 311 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $5,057,000 | 319 |
| Corporate trust and agency accounts, managed assets | $3,360,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $849,180,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,894,241,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $122,487,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,564,000 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $31,480,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $9,634,332,000 | 17 |
| 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 | $103,378,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,324,654,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,510,812,000 | 61 |
| Managed Assets ($) | $1,487,097,000 | 102 |
| Personal trust and agency accounts, managed assets | $554,308,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $583,000 | 311 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $5,002,000 | 319 |
| Corporate trust and agency accounts, managed assets | $3,770,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $923,418,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,023,715,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $144,328,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,532,000 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $27,987,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $8,733,569,000 | 17 |
| 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 | $115,299,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,259,666,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,577,431,000 | 61 |
| Managed Assets ($) | $1,563,617,000 | 99 |
| Personal trust and agency accounts, managed assets | $570,484,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $562,000 | 639 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $5,089,000 | 494 |
| Corporate trust and agency accounts, managed assets | $19,799,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $967,664,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,000 | 256 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,013,814,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $207,462,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,505,000 | 475 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $26,501,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $8,701,202,000 | 17 |
| 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 | $76,144,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,135,311,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,262,277,000 | 63 |
| Managed Assets ($) | $1,353,800,000 | 108 |
| Personal trust and agency accounts, managed assets | $556,806,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $553,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $6,803,000 | 295 |
| Corporate trust and agency accounts, managed assets | $16,296,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $773,339,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,908,477,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $172,963,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,773,000 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $26,502,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $8,634,264,000 | 18 |
| 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 | $72,975,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,178,946,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,345,629,000 | 61 |
| Managed Assets ($) | $1,298,859,000 | 113 |
| Personal trust and agency accounts, managed assets | $505,871,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $540,000 | 312 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $8,191,000 | 294 |
| Corporate trust and agency accounts, managed assets | $2,424,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $781,821,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,046,770,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $199,293,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,802,000 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $25,050,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $8,746,641,000 | 17 |
| 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 | $73,984,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,141,923,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,310,224,000 | 60 |
| Managed Assets ($) | $1,214,422,000 | 115 |
| Personal trust and agency accounts, managed assets | $486,448,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $566,000 | 318 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $17,925,000 | 242 |
| Corporate trust and agency accounts, managed assets | $2,806,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $706,677,000 | 82 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,095,802,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $197,979,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,794,000 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $377,000 | 172 |
| Other retirement accounts, non-managed assets | $26,513,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $8,792,477,000 | 16 |
| 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 | $76,662,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,229,869,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,248,654,000 | 60 |
| Managed Assets ($) | $1,275,480,000 | 113 |
| Personal trust and agency accounts, managed assets | $537,364,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $549,000 | 680 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $24,196,000 | 223 |
| Corporate trust and agency accounts, managed assets | $2,897,000 | 127 |
| Investment management and investment advisory agency accounts, managed assets | $710,474,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,973,174,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $157,840,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,861,000 | 517 |
| Employee benefit-defined benefit accounts, non-managed Assets | $373,000 | 250 |
| Other retirement accounts, non-managed assets | $23,480,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $8,733,197,000 | 16 |
| 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 | $56,423,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,969,033,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,382,287,000 | 65 |
| Managed Assets ($) | $1,313,748,000 | 109 |
| Personal trust and agency accounts, managed assets | $570,162,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,298,000 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $28,307,000 | 193 |
| Corporate trust and agency accounts, managed assets | $104,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $713,877,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,068,539,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $144,369,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,772,000 | 270 |
| Employee benefit-defined benefit accounts, non-managed Assets | $370,000 | 172 |
| Other retirement accounts, non-managed assets | $24,872,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $7,850,931,000 | 15 |
| 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 | $43,225,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,960,825,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,105,539,000 | 63 |
| Managed Assets ($) | $1,568,879,000 | 95 |
| Personal trust and agency accounts, managed assets | $526,758,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,235,000 | 315 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $32,615,000 | 173 |
| Corporate trust and agency accounts, managed assets | $103,000 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $1,005,710,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,458,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,536,660,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $131,232,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,513,000 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $270,000 | 167 |
| Other retirement accounts, non-managed assets | $26,799,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $7,278,299,000 | 16 |
| 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 | $94,547,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,883,041,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,913,347,000 | 67 |
| Managed Assets ($) | $1,694,726,000 | 96 |
| Personal trust and agency accounts, managed assets | $544,428,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,246,000 | 315 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $35,954,000 | 161 |
| Corporate trust and agency accounts, managed assets | $304,000 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $1,110,340,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,454,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,218,621,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $139,653,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,328,000 | 270 |
| Employee benefit-defined benefit accounts, non-managed Assets | $268,000 | 170 |
| Other retirement accounts, non-managed assets | $26,840,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $6,981,225,000 | 16 |
| 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 | $64,307,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,032,601,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,436,053,000 | 65 |
| Managed Assets ($) | $1,656,441,000 | 98 |
| Personal trust and agency accounts, managed assets | $575,847,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,978,000 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $1,000 | 441 |
| Other employee benefit and retirement-related accounts, managed assets | $40,216,000 | 154 |
| Corporate trust and agency accounts, managed assets | $303,000 | 214 |
| Investment management and investment advisory agency accounts, managed assets | $1,026,793,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $303,000 | 228 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,779,612,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $139,963,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,210,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,873,000 | 105 |
| Other retirement accounts, non-managed assets | $31,921,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $7,391,312,000 | 17 |
| 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 | $81,333,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,993,208,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,778,624,000 | 65 |
| Managed Assets ($) | $1,626,904,000 | 96 |
| Personal trust and agency accounts, managed assets | $551,935,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,754,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $2,096,000 | 217 |
| Other employee benefit and retirement-related accounts, managed assets | $41,595,000 | 145 |
| Corporate trust and agency accounts, managed assets | $5,582,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $1,001,309,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,633,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,151,720,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $144,462,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $223,418,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,042,000 | 103 |
| Other retirement accounts, non-managed assets | $43,930,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $6,636,234,000 | 17 |
| 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 | $53,634,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,828,726,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $30,789,733,000 | 36 |
| Managed Assets ($) | $1,547,545,000 | 98 |
| Personal trust and agency accounts, managed assets | $555,713,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,826,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $2,064,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $41,845,000 | 141 |
| Corporate trust and agency accounts, managed assets | $200,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $920,034,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,863,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,242,188,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $145,011,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,767,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,861,000 | 100 |
| Other retirement accounts, non-managed assets | $56,762,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $28,629,336,000 | 13 |
| 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 | $104,451,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,716,373,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $31,811,020,000 | 36 |
| Managed Assets ($) | $1,538,413,000 | 101 |
| Personal trust and agency accounts, managed assets | $597,677,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,384,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $2,227,000 | 211 |
| Other employee benefit and retirement-related accounts, managed assets | $48,520,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $864,704,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,901,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,272,607,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $156,738,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $267,211,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,502,000 | 81 |
| Other retirement accounts, non-managed assets | $93,941,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $29,583,010,000 | 13 |
| 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 | $64,205,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,784,504,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $30,508,402,000 | 39 |
| Managed Assets ($) | $1,955,541,000 | 92 |
| Personal trust and agency accounts, managed assets | $917,966,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,890,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $2,175,000 | 317 |
| Other employee benefit and retirement-related accounts, managed assets | $74,161,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $873,349,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,552,861,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $151,634,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $280,953,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,113,000 | 83 |
| Other retirement accounts, non-managed assets | $103,798,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $27,855,897,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $61,466,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,656,966,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $28,915,932,000 | 39 |
| Managed Assets ($) | $1,859,404,000 | 94 |
| Personal trust and agency accounts, managed assets | $894,888,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,854,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $1,974,000 | 221 |
| Other employee benefit and retirement-related accounts, managed assets | $70,302,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $852,502,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,884,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,056,528,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $94,407,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $284,561,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,872,000 | 91 |
| Other retirement accounts, non-managed assets | $100,320,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $26,433,389,000 | 12 |
| 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 | $55,979,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,687,481,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $25,845,515,000 | 40 |
| Managed Assets ($) | $1,578,696,000 | 102 |
| Personal trust and agency accounts, managed assets | $818,199,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,285,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $27,781,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $53,999,000 | 113 |
| Corporate trust and agency accounts, managed assets | $4,438,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $637,112,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,882,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,266,819,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $60,570,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $257,425,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,000 | 202 |
| Other retirement accounts, non-managed assets | $69,988,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $23,823,865,000 | 14 |
| 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 | $54,725,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,311,279,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,809,266,000 | 48 |
| Managed Assets ($) | $868,913,000 | 136 |
| Personal trust and agency accounts, managed assets | $226,295,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,562,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $25,496,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $11,187,000 | 258 |
| Corporate trust and agency accounts, managed assets | $42,610,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $545,258,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,505,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,940,353,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $12,805,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,084,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $228,000 | 203 |
| Other retirement accounts, non-managed assets | $30,537,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $13,757,981,000 | 16 |
| 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 | $60,718,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,171,562,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,007,654,000 | 51 |
| Managed Assets ($) | $889,109,000 | 136 |
| Personal trust and agency accounts, managed assets | $221,437,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,423,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $26,131,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $9,674,000 | 338 |
| Corporate trust and agency accounts, managed assets | $42,535,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $555,835,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $74,000 | 302 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,118,545,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $12,902,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,505,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $238,000 | 276 |
| Other retirement accounts, non-managed assets | $35,483,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $12,888,468,000 | 16 |
| 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 | $59,949,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,073,032,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,310,046,000 | 46 |
| Managed Assets ($) | $783,731,000 | 144 |
| Personal trust and agency accounts, managed assets | $704,124,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,198,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $104,000 | 428 |
| Other employee benefit and retirement-related accounts, managed assets | $39,871,000 | 135 |
| Corporate trust and agency accounts, managed assets | $4,904,000 | 126 |
| 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 | $9,530,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,526,315,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $39,062,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $272,196,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,200,000 | 74 |
| Other retirement accounts, non-managed assets | $229,933,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $13,854,943,000 | 16 |
| 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 | $10,981,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,660,764,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |