Home > Alerus Financial > Total Fiduciary and Related Assets
Alerus Financial, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $30,047,047,000 | 46 |
| Managed Assets ($) | $5,532,089,000 | 71 |
| Personal trust and agency accounts, managed assets | $287,973,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,430,203,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $96,440,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $1,357,350,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,203,816,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $152,290,000 | 112 |
| Other fiduciary accounts, managed assets | $4,017,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,357,350,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $24,514,958,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $546,000 | 505 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,452,403,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $556,000 | 126 |
| Other retirement accounts, non-managed assets | $543,000 | 531 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $16,140,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $44,770,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,520,986,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $266,549,000 | 34 |
| 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 | $28,473,131,000 | 47 |
| Managed Assets ($) | $5,076,208,000 | 75 |
| Personal trust and agency accounts, managed assets | $275,175,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,186,656,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $87,578,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $1,244,874,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,134,947,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $142,175,000 | 109 |
| Other fiduciary accounts, managed assets | $4,803,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,244,874,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,396,923,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $458,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,321,963,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,346,000 | 78 |
| Other retirement accounts, non-managed assets | $541,000 | 298 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $14,738,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $39,877,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,747,571,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $255,707,000 | 33 |
| 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 | $28,945,362,000 | 47 |
| Managed Assets ($) | $9,031,158,000 | 49 |
| Personal trust and agency accounts, managed assets | $271,652,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,056,264,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $78,030,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $1,268,456,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,203,580,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $146,625,000 | 108 |
| Other fiduciary accounts, managed assets | $6,551,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,268,456,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,914,204,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $8,760,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,825,826,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,353,000 | 78 |
| Other retirement accounts, non-managed assets | $1,100,000 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $15,805,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $40,360,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,985,380,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $354,010,000 | 29 |
| 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 | $27,527,907,000 | 50 |
| Managed Assets ($) | $8,355,412,000 | 53 |
| Personal trust and agency accounts, managed assets | $247,655,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,471,913,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $92,724,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $1,220,870,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,179,465,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $137,322,000 | 112 |
| Other fiduciary accounts, managed assets | $5,463,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,220,870,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,172,495,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $8,608,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,040,652,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,107,000 | 68 |
| Other retirement accounts, non-managed assets | $1,290,000 | 265 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $15,278,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $37,560,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,677,243,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $248,698,000 | 34 |
| 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 | $26,384,701,000 | 51 |
| Managed Assets ($) | $7,953,990,000 | 56 |
| Personal trust and agency accounts, managed assets | $241,716,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,189,052,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $93,078,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $1,170,943,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $1,122,296,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $133,377,000 | 115 |
| Other fiduciary accounts, managed assets | $3,528,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,170,943,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $18,430,711,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $8,765,000 | 300 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,297,994,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,306,000 | 71 |
| Other retirement accounts, non-managed assets | $1,282,000 | 471 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $16,045,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $36,319,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,450,327,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $237,632,000 | 37 |
| 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 | $25,111,969,000 | 51 |
| Managed Assets ($) | $7,618,488,000 | 56 |
| Personal trust and agency accounts, managed assets | $237,440,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,996,200,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $94,584,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $1,086,040,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,066,840,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $133,086,000 | 114 |
| Other fiduciary accounts, managed assets | $4,298,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,086,040,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,493,481,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $6,476,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,371,689,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,494,000 | 74 |
| Other retirement accounts, non-managed assets | $1,231,000 | 276 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $14,157,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $33,434,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,064,778,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $229,924,000 | 35 |
| 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 | $25,930,633,000 | 41 |
| Managed Assets ($) | $7,627,271,000 | 49 |
| Personal trust and agency accounts, managed assets | $241,002,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,905,087,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $98,866,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $1,124,998,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,101,991,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $149,384,000 | 95 |
| Other fiduciary accounts, managed assets | $5,943,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,124,998,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,303,362,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $21,788,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,158,630,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,475,000 | 65 |
| Other retirement accounts, non-managed assets | $1,244,000 | 307 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $15,747,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $34,478,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,071,196,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $228,405,000 | 30 |
| 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 | $29,110,078,000 | 41 |
| Managed Assets ($) | $7,979,167,000 | 50 |
| Personal trust and agency accounts, managed assets | $258,014,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,892,601,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $107,313,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $1,242,337,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,306,846,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $167,312,000 | 94 |
| Other fiduciary accounts, managed assets | $4,744,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,242,337,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,130,911,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $22,094,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,968,906,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,860,000 | 64 |
| Other retirement accounts, non-managed assets | $1,410,000 | 260 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $17,437,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $39,204,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,152,926,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $235,149,000 | 32 |
| 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 | $30,030,732,000 | 39 |
| Managed Assets ($) | $8,001,721,000 | 50 |
| Personal trust and agency accounts, managed assets | $268,958,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,764,250,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $110,629,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $1,317,964,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,361,382,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $175,402,000 | 91 |
| Other fiduciary accounts, managed assets | $3,136,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,317,964,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $22,029,011,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $22,156,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,849,960,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,612,000 | 66 |
| Other retirement accounts, non-managed assets | $1,461,000 | 470 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $18,235,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $48,587,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,858,577,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $233,611,000 | 35 |
| 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 | $29,634,436,000 | 38 |
| Managed Assets ($) | $7,749,928,000 | 50 |
| Personal trust and agency accounts, managed assets | $246,088,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,659,956,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $113,457,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $1,218,822,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,341,136,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $166,082,000 | 90 |
| Other fiduciary accounts, managed assets | $4,387,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,218,822,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,884,508,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $16,583,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,715,934,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,941,000 | 65 |
| Other retirement accounts, non-managed assets | $1,421,000 | 254 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $17,307,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $47,322,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,496,338,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $201,561,000 | 35 |
| 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 | $29,960,891,000 | 36 |
| Managed Assets ($) | $7,384,831,000 | 50 |
| Personal trust and agency accounts, managed assets | $245,294,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,626,902,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $104,809,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $1,202,070,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,032,134,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $169,234,000 | 90 |
| Other fiduciary accounts, managed assets | $4,388,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,198,905,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,576,060,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $16,630,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,404,824,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,294,000 | 67 |
| Other retirement accounts, non-managed assets | $5,188,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $15,850,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $47,274,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,641,466,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $201,918,000 | 40 |
| 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 | $28,927,174,000 | 36 |
| Managed Assets ($) | $6,824,645,000 | 51 |
| Personal trust and agency accounts, managed assets | $240,733,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,193,704,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $118,693,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $1,128,589,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $976,877,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $161,579,000 | 91 |
| Other fiduciary accounts, managed assets | $4,470,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,125,561,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,102,529,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $16,548,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,939,255,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,855,000 | 64 |
| Other retirement accounts, non-managed assets | $5,104,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $15,194,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $44,573,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,108,282,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $192,624,000 | 36 |
| 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 | $27,798,524,000 | 39 |
| Managed Assets ($) | $6,674,432,000 | 52 |
| Personal trust and agency accounts, managed assets | $241,080,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,062,979,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $118,498,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $1,090,541,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,001,031,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $154,684,000 | 89 |
| Other fiduciary accounts, managed assets | $5,619,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,087,566,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $21,124,092,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $16,604,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,940,165,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,399,000 | 67 |
| Other retirement accounts, non-managed assets | $4,778,000 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $14,803,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,714,000 | 73 |
| Other fiduciary accounts, non-managed assets | $44,629,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,778,310,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $185,908,000 | 39 |
| 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 | $24,894,945,000 | 39 |
| Managed Assets ($) | $5,998,900,000 | 51 |
| Personal trust and agency accounts, managed assets | $236,619,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,584,134,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $118,517,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $977,421,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $929,705,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $146,258,000 | 89 |
| Other fiduciary accounts, managed assets | $6,246,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $974,555,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,896,045,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $16,207,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,718,914,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,725,000 | 63 |
| Other retirement accounts, non-managed assets | $4,432,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $13,919,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,117,000 | 68 |
| Other fiduciary accounts, non-managed assets | $39,731,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,939,072,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $185,124,000 | 35 |
| 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 | $24,918,417,000 | 37 |
| Managed Assets ($) | $5,722,902,000 | 52 |
| Personal trust and agency accounts, managed assets | $219,836,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,364,768,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $124,055,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $919,713,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $948,364,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $139,834,000 | 88 |
| Other fiduciary accounts, managed assets | $6,332,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $916,991,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,195,515,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $21,207,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,019,844,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,164,000 | 66 |
| Other retirement accounts, non-managed assets | $4,570,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $13,809,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,953,000 | 70 |
| Other fiduciary accounts, non-managed assets | $36,968,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,495,312,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $177,771,000 | 37 |
| 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 | $22,064,328,000 | 37 |
| Managed Assets ($) | $5,036,354,000 | 52 |
| Personal trust and agency accounts, managed assets | $208,390,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,816,038,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $132,368,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $816,784,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $931,309,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $126,699,000 | 88 |
| Other fiduciary accounts, managed assets | $4,766,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $814,354,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,027,974,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $20,042,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,873,579,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,187,000 | 64 |
| Other retirement accounts, non-managed assets | $4,033,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $12,150,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,056,000 | 72 |
| Other fiduciary accounts, non-managed assets | $31,927,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,817,855,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $166,232,000 | 39 |
| 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 | $25,122,384,000 | 38 |
| Managed Assets ($) | $5,385,857,000 | 54 |
| Personal trust and agency accounts, managed assets | $218,581,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,913,118,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $148,486,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $921,535,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,037,973,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $141,258,000 | 90 |
| Other fiduciary accounts, managed assets | $4,906,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $918,848,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $19,736,527,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $21,702,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,559,636,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,076,000 | 64 |
| Other retirement accounts, non-managed assets | $4,784,000 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $15,087,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,423,000 | 82 |
| Other fiduciary accounts, non-managed assets | $38,819,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,195,332,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $165,979,000 | 42 |
| 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 | $24,021,081,000 | 40 |
| Managed Assets ($) | $5,040,668,000 | 55 |
| Personal trust and agency accounts, managed assets | $216,540,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,883,072,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $140,567,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $853,476,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $820,526,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $123,468,000 | 95 |
| Other fiduciary accounts, managed assets | $3,019,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $850,925,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,980,413,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $21,711,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,811,930,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,008,000 | 64 |
| Other retirement accounts, non-managed assets | $4,577,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $14,725,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,558,000 | 77 |
| Other fiduciary accounts, non-managed assets | $35,904,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,740,831,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $159,100,000 | 40 |
| 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 | $23,949,684,000 | 40 |
| Managed Assets ($) | $4,745,747,000 | 54 |
| Personal trust and agency accounts, managed assets | $214,101,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,611,843,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $137,031,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $837,464,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $818,589,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $123,378,000 | 94 |
| Other fiduciary accounts, managed assets | $3,341,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $834,848,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,203,937,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $21,754,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,041,876,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,449,000 | 69 |
| Other retirement accounts, non-managed assets | $4,437,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $14,896,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,385,000 | 79 |
| Other fiduciary accounts, non-managed assets | $35,140,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,601,030,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $154,197,000 | 40 |
| 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 | $23,386,521,000 | 40 |
| Managed Assets ($) | $4,073,739,000 | 60 |
| Personal trust and agency accounts, managed assets | $208,563,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,096,058,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $45,219,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $806,195,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $791,778,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $121,353,000 | 93 |
| Other fiduciary accounts, managed assets | $4,573,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $803,660,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,312,782,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $23,408,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,155,267,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,426,000 | 70 |
| Other retirement accounts, non-managed assets | $4,364,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $14,822,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,922,000 | 80 |
| Other fiduciary accounts, non-managed assets | $33,573,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,388,850,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $152,318,000 | 38 |
| 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 | $22,039,217,000 | 39 |
| Managed Assets ($) | $3,805,935,000 | 61 |
| Personal trust and agency accounts, managed assets | $195,511,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,889,154,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $142,096,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $735,834,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $728,630,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $111,726,000 | 92 |
| Other fiduciary accounts, managed assets | $2,984,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $733,539,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $18,233,282,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $22,602,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,087,205,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,947,000 | 70 |
| Other retirement accounts, non-managed assets | $3,887,000 | 360 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $13,673,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,251,000 | 91 |
| Other fiduciary accounts, non-managed assets | $31,717,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,624,746,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $142,385,000 | 39 |
| 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 | $24,187,020,000 | 38 |
| Managed Assets ($) | $4,000,348,000 | 61 |
| Personal trust and agency accounts, managed assets | $205,053,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,938,967,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $151,964,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $776,982,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $801,545,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $122,224,000 | 90 |
| Other fiduciary accounts, managed assets | $3,613,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $774,381,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,186,672,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $28,109,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,024,208,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,764,000 | 73 |
| Other retirement accounts, non-managed assets | $4,272,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $14,481,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,981,000 | 86 |
| Other fiduciary accounts, non-managed assets | $35,857,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,350,957,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $141,175,000 | 40 |
| 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 | $23,816,810,000 | 38 |
| Managed Assets ($) | $3,921,347,000 | 62 |
| Personal trust and agency accounts, managed assets | $206,953,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,919,136,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $154,869,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $741,341,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $775,558,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $120,202,000 | 91 |
| Other fiduciary accounts, managed assets | $3,288,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $738,805,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,895,463,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $26,723,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,741,373,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,214,000 | 75 |
| Other retirement accounts, non-managed assets | $4,147,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $13,893,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,324,000 | 89 |
| Other fiduciary accounts, non-managed assets | $34,789,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,102,721,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $137,676,000 | 41 |
| 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 | $23,401,775,000 | 38 |
| Managed Assets ($) | $3,737,431,000 | 64 |
| Personal trust and agency accounts, managed assets | $204,302,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,765,048,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $160,785,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $723,454,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $759,662,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | $119,326,000 | 93 |
| Other fiduciary accounts, managed assets | $4,854,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $720,934,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,664,344,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $29,644,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,509,983,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,207,000 | 73 |
| Other retirement accounts, non-managed assets | $4,020,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $13,903,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,014,000 | 90 |
| Other fiduciary accounts, non-managed assets | $33,573,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,945,134,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $133,830,000 | 44 |
| 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 | $23,414,927,000 | 38 |
| Managed Assets ($) | $3,072,276,000 | 77 |
| Personal trust and agency accounts, managed assets | $208,488,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,071,281,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $166,313,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $725,792,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $775,797,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $121,045,000 | 93 |
| Other fiduciary accounts, managed assets | $3,560,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $723,254,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $20,342,651,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $33,998,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,179,870,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,496,000 | 74 |
| Other retirement accounts, non-managed assets | $4,679,000 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $14,917,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,750,000 | 106 |
| Other fiduciary accounts, non-managed assets | $34,941,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,878,404,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $125,929,000 | 46 |
| 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 | $22,774,794,000 | 38 |
| Managed Assets ($) | $3,092,660,000 | 73 |
| Personal trust and agency accounts, managed assets | $204,051,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,101,707,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $170,748,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $684,899,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $808,954,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $118,537,000 | 89 |
| Other fiduciary accounts, managed assets | $3,764,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $682,426,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,682,134,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $39,996,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,532,088,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,929,000 | 72 |
| Other retirement accounts, non-managed assets | $4,840,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,879,000 | 99 |
| Other fiduciary accounts, non-managed assets | $33,402,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,627,346,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $121,571,000 | 44 |
| 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 | $22,235,426,000 | 38 |
| Managed Assets ($) | $3,049,004,000 | 73 |
| Personal trust and agency accounts, managed assets | $191,506,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,125,070,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $170,845,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $649,111,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $793,327,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $115,707,000 | 91 |
| Other fiduciary accounts, managed assets | $3,438,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $646,619,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,186,422,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $25,760,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,030,428,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,534,000 | 71 |
| Other retirement accounts, non-managed assets | $4,753,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $7,200,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,682,000 | 102 |
| Other fiduciary accounts, non-managed assets | $32,065,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,312,835,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $118,327,000 | 46 |
| 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 | $21,590,514,000 | 40 |
| Managed Assets ($) | $2,891,912,000 | 73 |
| Personal trust and agency accounts, managed assets | $188,738,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,007,125,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $168,144,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $621,789,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $788,813,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $113,936,000 | 93 |
| Other fiduciary accounts, managed assets | $3,367,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $619,360,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,698,602,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $24,861,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,536,562,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,528,000 | 70 |
| Other retirement accounts, non-managed assets | $4,674,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $17,730,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,609,000 | 99 |
| Other fiduciary accounts, non-managed assets | $31,638,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,205,009,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $115,869,000 | 45 |
| 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 | $20,773,345,000 | 39 |
| Managed Assets ($) | $2,703,914,000 | 75 |
| Personal trust and agency accounts, managed assets | $189,168,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $993,449,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $164,018,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $592,041,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $647,566,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $114,548,000 | 92 |
| Other fiduciary accounts, managed assets | $3,124,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $589,751,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $18,069,431,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $24,076,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,912,869,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,017,000 | 72 |
| Other retirement accounts, non-managed assets | $4,913,000 | 348 |
| Corporate trust and agency accounts, non-managed assets | $14,855,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,494,000 | 118 |
| Other fiduciary accounts, non-managed assets | $31,207,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,964,339,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $106,766,000 | 49 |
| 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 | $20,627,048,000 | 40 |
| Managed Assets ($) | $2,682,523,000 | 73 |
| Personal trust and agency accounts, managed assets | $175,093,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $980,045,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $175,824,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $571,951,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $663,452,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $113,358,000 | 93 |
| Other fiduciary accounts, managed assets | $2,800,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $569,653,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,944,525,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $14,760,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,790,518,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,856,000 | 67 |
| Other retirement accounts, non-managed assets | $4,915,000 | 225 |
| Corporate trust and agency accounts, non-managed assets | $18,510,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,313,000 | 102 |
| Other fiduciary accounts, non-managed assets | $30,653,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,938,121,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $103,734,000 | 45 |
| 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 | $20,635,628,000 | 39 |
| Managed Assets ($) | $2,608,082,000 | 75 |
| Personal trust and agency accounts, managed assets | $175,128,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $954,367,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $175,439,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $535,690,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $653,427,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $111,237,000 | 89 |
| Other fiduciary accounts, managed assets | $2,794,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $533,349,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,027,546,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $17,552,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,880,659,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,697,000 | 68 |
| Other retirement accounts, non-managed assets | $4,972,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $15,590,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,046,000 | 106 |
| Other fiduciary accounts, non-managed assets | $29,030,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,962,981,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $100,482,000 | 45 |
| 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 | $21,371,167,000 | 38 |
| Managed Assets ($) | $2,192,819,000 | 88 |
| Personal trust and agency accounts, managed assets | $174,669,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $660,603,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $166,752,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $478,021,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $600,419,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $109,627,000 | 89 |
| Other fiduciary accounts, managed assets | $2,728,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $475,737,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,178,348,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,031,465,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,803,000 | 68 |
| Other retirement accounts, non-managed assets | $4,478,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $17,143,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $17,711,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,203,000 | 103 |
| Other fiduciary accounts, non-managed assets | $28,545,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,970,905,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $99,179,000 | 47 |
| 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 | $15,300,255,000 | 43 |
| Managed Assets ($) | $2,019,490,000 | 89 |
| Personal trust and agency accounts, managed assets | $172,512,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $559,332,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $157,178,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $463,836,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $561,043,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $102,949,000 | 92 |
| Other fiduciary accounts, managed assets | $2,640,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $461,283,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $13,280,765,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $18,068,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,126,499,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,443,000 | 70 |
| Other retirement accounts, non-managed assets | $4,814,000 | 354 |
| Corporate trust and agency accounts, non-managed assets | $14,151,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,219,000 | 122 |
| Other fiduciary accounts, non-managed assets | $35,571,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,178,903,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,135,000 | 491 |
| 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 | $14,344,309,000 | 44 |
| Managed Assets ($) | $1,989,367,000 | 88 |
| Personal trust and agency accounts, managed assets | $177,614,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $546,319,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $159,640,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $437,199,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $548,216,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $101,180,000 | 89 |
| Other fiduciary accounts, managed assets | $19,199,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $434,712,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,354,942,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $16,988,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,199,840,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,096,000 | 67 |
| Other retirement accounts, non-managed assets | $5,061,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $19,119,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $34,838,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,598,480,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,395,000 | 272 |
| 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 | $14,972,738,000 | 44 |
| Managed Assets ($) | $2,033,240,000 | 92 |
| Personal trust and agency accounts, managed assets | $180,454,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $559,944,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $161,214,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $433,969,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $571,442,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $105,925,000 | 91 |
| Other fiduciary accounts, managed assets | $20,292,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $431,400,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,939,498,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $10,450,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,787,016,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,744,000 | 69 |
| Other retirement accounts, non-managed assets | $5,317,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $16,342,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $40,629,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,844,938,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,615,000 | 271 |
| 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 | $14,849,098,000 | 45 |
| Managed Assets ($) | $1,978,522,000 | 90 |
| Personal trust and agency accounts, managed assets | $182,204,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $511,497,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $161,676,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $426,023,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $569,277,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | $107,126,000 | 87 |
| Other fiduciary accounts, managed assets | $20,719,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $423,440,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,870,576,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $10,920,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,709,357,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,184,000 | 67 |
| Other retirement accounts, non-managed assets | $5,503,000 | 225 |
| Corporate trust and agency accounts, non-managed assets | $17,855,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $46,757,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,996,722,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,783,000 | 273 |
| 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 | $13,512,239,000 | 46 |
| Managed Assets ($) | $1,903,808,000 | 91 |
| Personal trust and agency accounts, managed assets | $183,957,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $463,568,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $158,085,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $411,391,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $580,569,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $85,885,000 | 102 |
| Other fiduciary accounts, managed assets | $20,353,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $408,880,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $11,608,431,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $10,914,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,407,210,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,904,000 | 68 |
| Other retirement accounts, non-managed assets | $5,374,000 | 354 |
| Corporate trust and agency accounts, non-managed assets | $14,969,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $92,060,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,909,872,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,843,000 | 459 |
| 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 | $12,213,107,000 | 48 |
| Managed Assets ($) | $1,742,189,000 | 98 |
| Personal trust and agency accounts, managed assets | $182,407,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,181,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $153,334,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $390,520,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $609,755,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | $86,379,000 | 99 |
| Other fiduciary accounts, managed assets | $19,613,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $388,070,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,470,918,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $11,008,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,268,033,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,318,000 | 67 |
| Other retirement accounts, non-managed assets | $6,719,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $19,579,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $89,261,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,465,247,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,210,000 | 256 |
| 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 | $12,243,678,000 | 48 |
| Managed Assets ($) | $1,665,858,000 | 99 |
| Personal trust and agency accounts, managed assets | $184,051,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $293,475,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $149,853,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $379,385,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $552,884,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $86,897,000 | 96 |
| Other fiduciary accounts, managed assets | $19,313,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $376,926,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,577,820,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $65,233,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,322,443,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,330,000 | 67 |
| Other retirement accounts, non-managed assets | $7,848,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $16,617,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $346,000 | 133 |
| Other fiduciary accounts, non-managed assets | $90,003,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,413,909,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,332,000 | 249 |
| 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 | $11,756,756,000 | 49 |
| Managed Assets ($) | $1,862,416,000 | 92 |
| Personal trust and agency accounts, managed assets | $180,376,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $531,299,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $148,727,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $355,195,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $543,096,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $84,152,000 | 97 |
| Other fiduciary accounts, managed assets | $19,571,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $352,806,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,894,340,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $66,619,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,635,700,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,797,000 | 69 |
| Other retirement accounts, non-managed assets | $7,920,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $19,981,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $335,000 | 136 |
| Other fiduciary accounts, non-managed assets | $90,988,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,229,687,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,538,000 | 249 |
| 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 | $11,714,989,000 | 49 |
| Managed Assets ($) | $1,829,642,000 | 92 |
| Personal trust and agency accounts, managed assets | $194,276,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $529,080,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $147,491,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $340,022,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $522,218,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $76,189,000 | 106 |
| Other fiduciary accounts, managed assets | $20,366,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $337,708,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $9,885,347,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $67,580,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,628,732,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,697,000 | 71 |
| Other retirement accounts, non-managed assets | $7,978,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $17,833,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $311,000 | 181 |
| Other fiduciary accounts, non-managed assets | $91,216,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,975,433,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,618,000 | 382 |
| 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 | $12,641,747,000 | 47 |
| Managed Assets ($) | $1,525,476,000 | 101 |
| Personal trust and agency accounts, managed assets | $169,670,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $279,312,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $139,271,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $302,232,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $526,522,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $79,804,000 | 94 |
| Other fiduciary accounts, managed assets | $28,665,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $300,004,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,116,271,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $65,081,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,839,883,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,047,000 | 67 |
| Other retirement accounts, non-managed assets | $7,932,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $19,325,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $300,000 | 133 |
| Other fiduciary accounts, non-managed assets | $96,703,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,219,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,586,000 | 237 |
| 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 | $11,976,759,000 | 48 |
| Managed Assets ($) | $1,476,190,000 | 100 |
| Personal trust and agency accounts, managed assets | $166,864,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,669,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $135,154,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $284,753,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $524,631,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $80,338,000 | 93 |
| Other fiduciary accounts, managed assets | $25,781,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $282,592,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,500,569,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $64,909,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,236,771,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,896,000 | 66 |
| Other retirement accounts, non-managed assets | $8,188,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $16,163,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $289,000 | 134 |
| Other fiduciary accounts, non-managed assets | $90,353,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,986,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,528,000 | 233 |
| 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 | $11,796,039,000 | 49 |
| Managed Assets ($) | $1,479,120,000 | 102 |
| Personal trust and agency accounts, managed assets | $162,745,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $254,214,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $139,728,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $281,093,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $535,374,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $80,218,000 | 92 |
| Other fiduciary accounts, managed assets | $25,748,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $278,919,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,316,919,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $64,170,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,052,327,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,943,000 | 66 |
| Other retirement accounts, non-managed assets | $9,301,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $17,831,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $263,000 | 137 |
| Other fiduciary accounts, non-managed assets | $89,084,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,446,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,631,000 | 224 |
| 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 | $11,134,639,000 | 49 |
| Managed Assets ($) | $1,461,841,000 | 99 |
| Personal trust and agency accounts, managed assets | $173,785,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,501,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $138,746,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $261,855,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $515,037,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $103,376,000 | 74 |
| Other fiduciary accounts, managed assets | $23,541,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $259,801,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $9,672,798,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $60,988,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,422,888,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,193,000 | 66 |
| Other retirement accounts, non-managed assets | $9,173,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $14,663,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $230,000 | 180 |
| Other fiduciary accounts, non-managed assets | $84,663,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,449,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,656,000 | 353 |
| 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 | $10,982,199,000 | 50 |
| Managed Assets ($) | $1,477,500,000 | 98 |
| Personal trust and agency accounts, managed assets | $167,405,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,341,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $136,690,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $251,160,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $520,484,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $102,450,000 | 73 |
| Other fiduciary accounts, managed assets | $43,970,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $249,108,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,504,699,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $78,241,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,223,422,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,886,000 | 62 |
| Other retirement accounts, non-managed assets | $8,206,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $22,271,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $250,000 | 136 |
| Other fiduciary accounts, non-managed assets | $84,423,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,255,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,685,000 | 223 |
| 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 | $10,275,293,000 | 50 |
| Managed Assets ($) | $1,378,960,000 | 98 |
| Personal trust and agency accounts, managed assets | $160,908,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,408,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $133,156,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $232,970,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $506,027,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $101,685,000 | 73 |
| Other fiduciary accounts, managed assets | $42,806,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $230,990,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,896,333,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $77,423,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,622,824,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,008,000 | 60 |
| Other retirement accounts, non-managed assets | $8,030,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $22,087,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $224,000 | 134 |
| Other fiduciary accounts, non-managed assets | $80,737,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,188,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,552,000 | 223 |
| 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 | $10,307,798,000 | 51 |
| Managed Assets ($) | $1,403,200,000 | 99 |
| Personal trust and agency accounts, managed assets | $162,793,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,493,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $130,865,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $234,264,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $510,869,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $104,509,000 | 71 |
| Other fiduciary accounts, managed assets | $58,407,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $232,280,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,904,598,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $85,264,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,627,366,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,822,000 | 60 |
| Other retirement accounts, non-managed assets | $8,093,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $17,607,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $225,000 | 133 |
| Other fiduciary accounts, non-managed assets | $79,221,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,352,000 | 193 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,601,000 | 225 |
| 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 | $8,799,712,000 | 53 |
| Managed Assets ($) | $1,242,377,000 | 104 |
| Personal trust and agency accounts, managed assets | $143,421,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,872,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $128,158,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $219,925,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $492,538,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | $60,389,000 | 95 |
| Other fiduciary accounts, managed assets | $58,074,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $218,065,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $7,557,335,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $82,391,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,294,833,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,808,000 | 62 |
| Other retirement accounts, non-managed assets | $7,756,000 | 276 |
| Corporate trust and agency accounts, non-managed assets | $16,301,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $218,000 | 178 |
| Other fiduciary accounts, non-managed assets | $73,028,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,874,000 | 249 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,369,000 | 383 |
| 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 | $8,328,501,000 | 57 |
| Managed Assets ($) | $1,233,723,000 | 105 |
| Personal trust and agency accounts, managed assets | $141,718,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,980,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $125,687,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $204,573,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $510,227,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $58,336,000 | 93 |
| Other fiduciary accounts, managed assets | $54,202,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $202,793,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,094,778,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $76,962,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,838,882,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,965,000 | 62 |
| Other retirement accounts, non-managed assets | $7,563,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $20,480,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $200,000 | 130 |
| Other fiduciary accounts, non-managed assets | $69,726,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,032,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,221,000 | 215 |
| 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 | $9,063,060,000 | 58 |
| Managed Assets ($) | $1,342,140,000 | 106 |
| Personal trust and agency accounts, managed assets | $147,122,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,761,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $129,310,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $215,009,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $585,382,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $64,052,000 | 87 |
| Other fiduciary accounts, managed assets | $62,504,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $213,115,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,720,920,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $79,442,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,440,313,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,742,000 | 61 |
| Other retirement accounts, non-managed assets | $8,168,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $20,803,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $229,000 | 124 |
| Other fiduciary accounts, non-managed assets | $84,223,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,971,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,764,000 | 216 |
| 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 | $8,948,196,000 | 57 |
| Managed Assets ($) | $1,340,409,000 | 98 |
| Personal trust and agency accounts, managed assets | $153,209,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,910,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $127,084,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $206,060,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $599,828,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $64,109,000 | 84 |
| Other fiduciary accounts, managed assets | $52,209,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $204,169,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,607,787,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $48,259,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,356,243,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,346,000 | 61 |
| Other retirement accounts, non-managed assets | $8,271,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $19,687,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $232,000 | 120 |
| Other fiduciary accounts, non-managed assets | $87,749,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,336,000 | 205 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,876,000 | 212 |
| 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 | $7,769,512,000 | 61 |
| Managed Assets ($) | $1,231,678,000 | 107 |
| Personal trust and agency accounts, managed assets | $140,454,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,156,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $120,053,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $183,716,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $578,941,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $62,283,000 | 87 |
| Other fiduciary accounts, managed assets | $46,075,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $181,913,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $6,537,834,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $48,015,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,301,052,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,700,000 | 65 |
| Other retirement accounts, non-managed assets | $8,099,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $15,429,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $219,000 | 172 |
| Other fiduciary accounts, non-managed assets | $84,320,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,252,000 | 256 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,967,000 | 360 |
| 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 | $7,259,050,000 | 61 |
| Managed Assets ($) | $1,177,724,000 | 105 |
| Personal trust and agency accounts, managed assets | $138,718,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,862,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $120,476,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $174,427,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $567,434,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $46,258,000 | 103 |
| Other fiduciary accounts, managed assets | $42,549,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,704,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,081,326,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $46,187,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,784,731,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $144,968,000 | 53 |
| Other retirement accounts, non-managed assets | $7,990,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $19,519,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $209,000 | 121 |
| Other fiduciary accounts, non-managed assets | $77,722,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,398,000 | 214 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,895,000 | 204 |
| 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 | $6,590,714,000 | 59 |
| Managed Assets ($) | $1,120,284,000 | 103 |
| Personal trust and agency accounts, managed assets | $134,885,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,338,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $111,815,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $161,123,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $522,558,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $43,254,000 | 101 |
| Other fiduciary accounts, managed assets | $52,311,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $159,513,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,470,430,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $55,820,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,188,434,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,254,000 | 54 |
| Other retirement accounts, non-managed assets | $7,615,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $15,110,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $224,000 | 118 |
| Other fiduciary accounts, non-managed assets | $69,973,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,173,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,581,000 | 207 |
| 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 | $7,705,813,000 | 56 |
| Managed Assets ($) | $1,256,188,000 | 97 |
| Personal trust and agency accounts, managed assets | $139,316,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,490,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $109,942,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $168,653,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $603,659,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $45,237,000 | 103 |
| Other fiduciary accounts, managed assets | $55,891,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $166,978,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,449,625,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $55,820,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,147,012,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $143,319,000 | 56 |
| Other retirement accounts, non-managed assets | $8,149,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $15,685,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $276,000 | 117 |
| Other fiduciary accounts, non-managed assets | $79,364,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,356,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,875,000 | 203 |
| 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 | $7,208,260,000 | 60 |
| Managed Assets ($) | $1,229,327,000 | 99 |
| Personal trust and agency accounts, managed assets | $136,963,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,132,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $104,261,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $161,042,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $588,839,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $43,692,000 | 98 |
| Other fiduciary accounts, managed assets | $57,398,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $159,252,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $5,978,933,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $55,389,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,678,465,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,675,000 | 58 |
| Other retirement accounts, non-managed assets | $7,671,000 | 285 |
| Corporate trust and agency accounts, non-managed assets | $16,092,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $268,000 | 157 |
| Other fiduciary accounts, non-managed assets | $78,373,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,384,000 | 252 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,524,000 | 372 |
| 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 | $6,851,901,000 | 61 |
| Managed Assets ($) | $1,165,730,000 | 101 |
| Personal trust and agency accounts, managed assets | $142,933,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,007,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $107,227,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $152,913,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $579,802,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $53,848,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,686,171,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $61,367,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,387,322,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $136,786,000 | 57 |
| Other retirement accounts, non-managed assets | $6,635,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $19,812,000 | 84 |
| 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 | $74,249,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,924,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,110,428,000 | 63 |
| Managed Assets ($) | $1,151,101,000 | 100 |
| Personal trust and agency accounts, managed assets | $136,673,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,840,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $99,354,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $134,994,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $546,065,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,175,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,959,327,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $58,192,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,676,443,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,226,000 | 52 |
| Other retirement accounts, non-managed assets | $6,168,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $18,750,000 | 86 |
| 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 | $62,548,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,156,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,447,194,000 | 63 |
| Managed Assets ($) | $963,665,000 | 112 |
| Personal trust and agency accounts, managed assets | $132,317,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,945,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $91,709,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $122,579,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $509,091,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $46,024,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,483,529,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $41,159,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,209,897,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $154,566,000 | 50 |
| Other retirement accounts, non-managed assets | $5,924,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $18,090,000 | 84 |
| 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 | $53,893,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,086,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,551,467,000 | 65 |
| Managed Assets ($) | $1,010,785,000 | 110 |
| Personal trust and agency accounts, managed assets | $132,584,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,748,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $97,869,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $130,243,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $531,338,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $67,003,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,540,682,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $43,044,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,251,619,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $157,975,000 | 54 |
| Other retirement accounts, non-managed assets | $6,237,000 | 327 |
| Corporate trust and agency accounts, non-managed assets | $12,962,000 | 112 |
| 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 | $68,845,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,077,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,423,704,000 | 67 |
| Managed Assets ($) | $1,316,511,000 | 100 |
| Personal trust and agency accounts, managed assets | $136,050,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,192,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $103,194,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $145,122,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $561,478,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $312,475,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,107,193,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $48,176,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,787,232,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,702,000 | 54 |
| Other retirement accounts, non-managed assets | $5,030,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $15,006,000 | 91 |
| 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 | $80,047,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,152,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,831,177,000 | 69 |
| Managed Assets ($) | $1,360,976,000 | 101 |
| Personal trust and agency accounts, managed assets | $141,671,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,655,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $108,849,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $151,490,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $588,829,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $311,482,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,470,201,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $49,811,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,112,926,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $202,347,000 | 55 |
| Other retirement accounts, non-managed assets | $5,145,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $14,961,000 | 88 |
| 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 | $85,011,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,618,000 | 233 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,708,488,000 | 71 |
| Managed Assets ($) | $1,389,790,000 | 103 |
| Personal trust and agency accounts, managed assets | $143,746,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,515,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $110,660,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $151,716,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $575,824,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $349,329,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,318,698,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $53,815,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,957,814,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $204,556,000 | 57 |
| Other retirement accounts, non-managed assets | $5,276,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $13,730,000 | 91 |
| 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 | $83,507,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,228,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,857,533,000 | 70 |
| Managed Assets ($) | $1,485,133,000 | 100 |
| Personal trust and agency accounts, managed assets | $151,397,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,273,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $112,122,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $154,872,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $601,685,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $403,784,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,372,400,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $56,604,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,994,806,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $213,860,000 | 57 |
| Other retirement accounts, non-managed assets | $8,102,000 | 307 |
| Corporate trust and agency accounts, non-managed assets | $12,843,000 | 109 |
| 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 | $86,185,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,027,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,911,123,000 | 70 |
| Managed Assets ($) | $1,480,770,000 | 102 |
| Personal trust and agency accounts, managed assets | $150,641,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,826,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $111,347,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $153,871,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $608,438,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $397,647,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,430,353,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $55,923,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,047,934,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,064,000 | 57 |
| Other retirement accounts, non-managed assets | $8,501,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $14,392,000 | 88 |
| 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 | $86,539,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,836,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,637,871,000 | 71 |
| Managed Assets ($) | $1,492,198,000 | 105 |
| Personal trust and agency accounts, managed assets | $152,946,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,426,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $108,736,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $148,790,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $601,777,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $420,523,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,145,673,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $56,057,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,776,320,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,646,000 | 60 |
| Other retirement accounts, non-managed assets | $8,498,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $14,104,000 | 89 |
| 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 | $82,048,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,938,000 | 244 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,180,007,000 | 71 |
| Managed Assets ($) | $1,427,240,000 | 107 |
| Personal trust and agency accounts, managed assets | $212,625,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,892,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $141,065,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $582,003,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $349,655,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,752,767,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $70,485,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,659,951,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $8,377,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $13,954,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,495,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,865,275,000 | 88 |
| Managed Assets ($) | $1,014,838,000 | 129 |
| Personal trust and agency accounts, managed assets | $168,981,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,627,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $129,964,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $577,193,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $73,000 | 233 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,850,437,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $54,862,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,770,816,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $6,603,000 | 340 |
| Corporate trust and agency accounts, non-managed assets | $18,156,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,837,000 | 722 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,548,034,000 | 93 |
| Managed Assets ($) | $966,346,000 | 137 |
| Personal trust and agency accounts, managed assets | $165,907,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,267,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $123,524,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $541,580,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $68,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,581,688,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $53,939,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,498,693,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $6,521,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $22,535,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,454,000 | 361 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,382,286,000 | 98 |
| Managed Assets ($) | $935,484,000 | 136 |
| Personal trust and agency accounts, managed assets | $167,838,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,372,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $117,499,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $521,714,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,000 | 120 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,446,802,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $52,672,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,362,052,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $6,396,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $25,682,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,815,000 | 353 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,348,371,000 | 98 |
| Managed Assets ($) | $945,178,000 | 140 |
| Personal trust and agency accounts, managed assets | $168,522,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,850,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $120,389,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $527,357,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $60,000 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,403,193,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $46,429,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,323,504,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $6,632,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $26,628,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,707,000 | 285 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,018,764,000 | 102 |
| Managed Assets ($) | $863,813,000 | 147 |
| Personal trust and agency accounts, managed assets | $164,340,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,616,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $115,515,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $468,295,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $47,000 | 264 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,154,951,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $46,209,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,072,147,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $6,811,000 | 328 |
| Corporate trust and agency accounts, non-managed assets | $29,784,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,304,000 | 294 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,890,275,000 | 105 |
| Managed Assets ($) | $828,853,000 | 150 |
| Personal trust and agency accounts, managed assets | $164,035,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,499,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $110,315,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $437,959,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $45,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,061,422,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $45,431,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,999,551,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $6,954,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $9,486,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,070,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,729,287,000 | 106 |
| Managed Assets ($) | $804,756,000 | 149 |
| Personal trust and agency accounts, managed assets | $163,499,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,105,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $105,884,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $426,228,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,000 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,924,531,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $44,628,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,862,856,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $6,981,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $10,066,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,791,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,646,368,000 | 110 |
| Managed Assets ($) | $796,159,000 | 153 |
| Personal trust and agency accounts, managed assets | $159,898,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,119,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $102,455,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $425,651,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,850,209,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $44,789,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,789,931,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $7,055,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $8,434,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,129,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,616,849,000 | 114 |
| Managed Assets ($) | $800,398,000 | 144 |
| Personal trust and agency accounts, managed assets | $158,598,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,350,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $101,137,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $432,291,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,000 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,816,451,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $44,977,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,755,316,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $8,011,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $8,147,000 | 149 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,821,000 | 286 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,445,238,000 | 117 |
| Managed Assets ($) | $760,472,000 | 147 |
| Personal trust and agency accounts, managed assets | $153,109,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,854,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $94,820,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $408,669,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,684,766,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $43,755,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,623,747,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $7,782,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $9,482,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,916,000 | 257 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,398,439,000 | 118 |
| Managed Assets ($) | $759,716,000 | 144 |
| Personal trust and agency accounts, managed assets | $155,837,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,001,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $93,162,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $411,696,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,638,723,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $43,706,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,576,732,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $7,984,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $10,301,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,547,000 | 258 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,344,832,000 | 118 |
| Managed Assets ($) | $744,205,000 | 148 |
| Personal trust and agency accounts, managed assets | $155,703,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,811,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $92,887,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $407,804,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,600,627,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $43,125,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,540,279,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $8,092,000 | 201 |
| Corporate trust and agency accounts, non-managed assets | $9,131,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,458,000 | 265 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,196,259,000 | 125 |
| Managed Assets ($) | $757,709,000 | 150 |
| Personal trust and agency accounts, managed assets | $157,852,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,468,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $94,092,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $409,297,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,438,550,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $24,361,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,396,934,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $8,291,000 | 309 |
| Corporate trust and agency accounts, non-managed assets | $8,964,000 | 169 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,820,000 | 317 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,030,892,000 | 132 |
| Managed Assets ($) | $728,373,000 | 155 |
| Personal trust and agency accounts, managed assets | $158,330,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,571,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $90,160,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $383,312,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,302,519,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $23,793,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,259,044,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $8,788,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $10,894,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,400,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,146,569,000 | 174 |
| Managed Assets ($) | $696,475,000 | 162 |
| Personal trust and agency accounts, managed assets | $159,616,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,183,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $82,634,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $369,042,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $450,094,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $23,500,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $402,712,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $8,142,000 | 212 |
| Corporate trust and agency accounts, non-managed assets | $15,740,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,530,000 | 299 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,077,069,000 | 179 |
| Managed Assets ($) | $673,743,000 | 166 |
| Personal trust and agency accounts, managed assets | $155,940,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,809,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $78,310,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $359,684,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $403,326,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $21,712,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $364,397,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $8,261,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $8,956,000 | 138 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,746,000 | 296 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,094,928,000 | 178 |
| Managed Assets ($) | $691,736,000 | 160 |
| Personal trust and agency accounts, managed assets | $158,177,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,282,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $79,942,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $374,335,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $403,192,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $22,642,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $363,854,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $9,191,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $7,505,000 | 178 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,999,000 | 341 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,124,319,000 | 164 |
| Managed Assets ($) | $1,065,773,000 | 123 |
| Personal trust and agency accounts, managed assets | $156,159,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $421,415,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $83,278,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $404,921,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,546,000 | 315 |
| Personal trust and agency accounts, non-managed assets | $29,511,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,312,000 | 321 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $9,564,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $10,159,000 | 178 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $152,604,000 | 218 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 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 |