Home > Amalgamated Bank of Chicago > Total Fiduciary and Related Assets
Amalgamated Bank of Chicago, 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 | $16,466,351,000 | 58 |
| Managed Assets ($) | $3,286,291,000 | 99 |
| Personal trust and agency accounts, managed assets | $28,985,000 | 576 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,000 | 389 |
| Employee benefit-defined benefit accounts, managed assets | $2,267,930,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $622,424,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $335,114,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $3,763,000 | 406 |
| Other fiduciary accounts, managed assets | $27,894,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 594 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $13,180,060,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $134,699,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $533,358,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,161,100,000 | 12 |
| Other retirement accounts, non-managed assets | $1,304,374,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $2,617,276,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,570,000 | 62 |
| Other fiduciary accounts, non-managed assets | $400,683,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,028,556,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 597 |
| 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 | $15,852,491,000 | 59 |
| Managed Assets ($) | $3,132,558,000 | 101 |
| Personal trust and agency accounts, managed assets | $28,533,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $2,196,759,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $590,431,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $290,502,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $3,617,000 | 274 |
| Other fiduciary accounts, managed assets | $22,541,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,719,933,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $108,572,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $516,418,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,823,607,000 | 13 |
| Other retirement accounts, non-managed assets | $1,153,735,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $2,928,011,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,267,000 | 60 |
| Other fiduciary accounts, non-managed assets | $162,323,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,053,431,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $16,418,705,000 | 57 |
| Managed Assets ($) | $3,085,737,000 | 99 |
| Personal trust and agency accounts, managed assets | $28,228,000 | 408 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,000 | 316 |
| Employee benefit-defined benefit accounts, managed assets | $2,213,285,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $560,622,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $257,445,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | $3,587,000 | 318 |
| Other fiduciary accounts, managed assets | $22,396,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 428 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,332,968,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $111,577,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $572,266,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,212,888,000 | 13 |
| Other retirement accounts, non-managed assets | $1,173,841,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $3,061,593,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,284,000 | 70 |
| Other fiduciary accounts, non-managed assets | $183,519,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,102,779,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 369 |
| 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 | $21,129,304,000 | 56 |
| Managed Assets ($) | $7,081,149,000 | 63 |
| Personal trust and agency accounts, managed assets | $27,895,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $6,204,763,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $569,490,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $253,056,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | $3,848,000 | 277 |
| Other fiduciary accounts, managed assets | $21,919,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 325 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,048,155,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $140,809,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $578,484,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,035,230,000 | 14 |
| Other retirement accounts, non-managed assets | $2,125,351,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $3,009,905,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,039,000 | 90 |
| Other fiduciary accounts, non-managed assets | $152,337,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,137,232,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 313 |
| 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 | $15,455,443,000 | 61 |
| Managed Assets ($) | $2,923,984,000 | 107 |
| Personal trust and agency accounts, managed assets | $27,585,000 | 595 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,000 | 369 |
| Employee benefit-defined benefit accounts, managed assets | $2,035,764,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $548,375,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $294,185,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | $3,465,000 | 414 |
| Other fiduciary accounts, managed assets | $14,422,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 573 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $12,531,459,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $131,696,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $573,924,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,762,809,000 | 15 |
| Other retirement accounts, non-managed assets | $1,077,892,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $2,651,256,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,778,000 | 110 |
| Other fiduciary accounts, non-managed assets | $330,104,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,083,720,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 641 |
| 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 | $15,039,872,000 | 63 |
| Managed Assets ($) | $2,843,588,000 | 106 |
| Personal trust and agency accounts, managed assets | $27,339,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $1,975,900,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $539,674,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $283,151,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | $3,378,000 | 288 |
| Other fiduciary accounts, managed assets | $13,947,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 340 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,196,284,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $123,456,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $561,979,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,329,868,000 | 16 |
| Other retirement accounts, non-managed assets | $1,042,810,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $2,985,120,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,556,000 | 102 |
| Other fiduciary accounts, non-managed assets | $149,495,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,101,596,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 326 |
| 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 | $15,490,005,000 | 49 |
| Managed Assets ($) | $3,051,096,000 | 89 |
| Personal trust and agency accounts, managed assets | $32,410,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,000 | 279 |
| Employee benefit-defined benefit accounts, managed assets | $2,144,843,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $559,687,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $296,581,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | $3,336,000 | 311 |
| Other fiduciary accounts, managed assets | $14,037,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 384 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,438,909,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $118,306,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $583,746,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,603,174,000 | 14 |
| Other retirement accounts, non-managed assets | $1,058,010,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $2,900,619,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,829,000 | 92 |
| Other fiduciary accounts, non-managed assets | $171,225,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $963,698,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 371 |
| 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 | $16,879,234,000 | 49 |
| Managed Assets ($) | $3,221,084,000 | 90 |
| Personal trust and agency accounts, managed assets | $32,486,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $2,280,406,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $589,019,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $308,439,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $3,525,000 | 266 |
| Other fiduciary accounts, managed assets | $6,997,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,658,150,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $111,643,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $620,608,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,372,474,000 | 14 |
| Other retirement accounts, non-managed assets | $1,135,589,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $3,257,242,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,412,000 | 87 |
| Other fiduciary accounts, non-managed assets | $156,182,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,016,290,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 310 |
| 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 | $17,922,208,000 | 46 |
| Managed Assets ($) | $3,389,826,000 | 89 |
| Personal trust and agency accounts, managed assets | $32,655,000 | 555 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $238,000 | 373 |
| Employee benefit-defined benefit accounts, managed assets | $2,382,712,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $645,880,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $317,477,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | $3,587,000 | 394 |
| Other fiduciary accounts, managed assets | $7,277,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 552 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $14,532,382,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $113,230,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $695,973,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,752,390,000 | 15 |
| Other retirement accounts, non-managed assets | $1,165,413,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $3,462,198,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,805,000 | 95 |
| Other fiduciary accounts, non-managed assets | $338,373,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,003,824,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 638 |
| 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 | $21,768,540,000 | 43 |
| Managed Assets ($) | $3,347,096,000 | 90 |
| Personal trust and agency accounts, managed assets | $32,606,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $241,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $2,375,008,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $614,969,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $313,723,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $3,568,000 | 257 |
| Other fiduciary accounts, managed assets | $6,981,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,421,444,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $122,928,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $690,546,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,785,545,000 | 14 |
| Other retirement accounts, non-managed assets | $1,144,217,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $3,518,677,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $159,531,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,004,963,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 296 |
| 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 | $17,998,594,000 | 45 |
| Managed Assets ($) | $3,372,847,000 | 91 |
| Personal trust and agency accounts, managed assets | $32,613,000 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $259,000 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $2,411,149,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $576,544,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $341,668,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $3,537,000 | 296 |
| Other fiduciary accounts, managed assets | $7,077,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 367 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,625,747,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $142,289,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $692,387,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,814,536,000 | 15 |
| Other retirement accounts, non-managed assets | $1,140,489,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $3,654,274,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $181,772,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $979,345,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
| 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 | $17,976,627,000 | 45 |
| Managed Assets ($) | $3,414,243,000 | 85 |
| Personal trust and agency accounts, managed assets | $32,567,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $259,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $2,468,231,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $571,146,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $334,560,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $666,000 | 273 |
| Other fiduciary accounts, managed assets | $6,814,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 309 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,562,384,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $129,312,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $904,123,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,470,672,000 | 15 |
| Other retirement accounts, non-managed assets | $1,056,230,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $3,844,483,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $157,564,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $894,011,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 298 |
| 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 | $16,623,286,000 | 48 |
| Managed Assets ($) | $3,432,318,000 | 82 |
| Personal trust and agency accounts, managed assets | $58,693,000 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $259,000 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $2,488,928,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $531,705,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $345,873,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | $297,000 | 474 |
| Other fiduciary accounts, managed assets | $6,563,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 565 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $13,190,968,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $121,595,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $906,188,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,794,303,000 | 15 |
| Other retirement accounts, non-managed assets | $968,427,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $2,099,676,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $300,779,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $829,653,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 640 |
| 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 | $18,061,634,000 | 45 |
| Managed Assets ($) | $3,560,331,000 | 74 |
| Personal trust and agency accounts, managed assets | $58,242,000 | 302 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $256,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $2,482,814,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $683,224,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $329,292,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $302,000 | 275 |
| Other fiduciary accounts, managed assets | $6,201,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,501,303,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $92,277,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $874,511,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,330,195,000 | 15 |
| Other retirement accounts, non-managed assets | $909,791,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $3,158,796,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $135,733,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $885,705,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 304 |
| 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 | $18,128,949,000 | 44 |
| Managed Assets ($) | $3,502,208,000 | 74 |
| Personal trust and agency accounts, managed assets | $58,192,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,000 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $2,414,366,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $699,297,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $323,714,000 | 171 |
| Foundation and endowment trust and agency accounts, managed assets | $308,000 | 313 |
| Other fiduciary accounts, managed assets | $6,076,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,626,741,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $94,923,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $854,033,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,525,876,000 | 14 |
| Other retirement accounts, non-managed assets | $1,056,403,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $2,948,140,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $147,366,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $818,447,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 353 |
| 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 | $16,605,325,000 | 45 |
| Managed Assets ($) | $3,274,914,000 | 73 |
| Personal trust and agency accounts, managed assets | $58,109,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $242,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $2,181,993,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $696,998,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $331,643,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $317,000 | 278 |
| Other fiduciary accounts, managed assets | $5,612,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,330,411,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $100,228,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $776,245,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,105,942,000 | 16 |
| Other retirement accounts, non-managed assets | $988,043,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $3,251,255,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $108,698,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $867,339,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 309 |
| 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 | $19,230,933,000 | 44 |
| Managed Assets ($) | $3,515,435,000 | 76 |
| Personal trust and agency accounts, managed assets | $56,546,000 | 453 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $242,000 | 390 |
| Employee benefit-defined benefit accounts, managed assets | $2,428,462,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $694,012,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $329,529,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | $318,000 | 469 |
| Other fiduciary accounts, managed assets | $6,326,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 569 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $15,715,498,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $100,568,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $907,444,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,867,452,000 | 14 |
| Other retirement accounts, non-managed assets | $1,045,028,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $3,510,615,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $284,391,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $812,605,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 659 |
| 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 | $19,157,105,000 | 44 |
| Managed Assets ($) | $3,422,414,000 | 76 |
| Personal trust and agency accounts, managed assets | $56,115,000 | 307 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $240,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $2,351,234,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $682,217,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $326,120,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $317,000 | 279 |
| Other fiduciary accounts, managed assets | $6,171,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 315 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,734,691,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $97,495,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $883,468,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,570,963,000 | 14 |
| Other retirement accounts, non-managed assets | $980,742,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $4,066,599,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $135,424,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $789,182,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 312 |
| 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 | $19,168,464,000 | 44 |
| Managed Assets ($) | $3,385,435,000 | 75 |
| Personal trust and agency accounts, managed assets | $55,943,000 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $238,000 | 277 |
| Employee benefit-defined benefit accounts, managed assets | $2,342,790,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $672,091,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $308,500,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $305,000 | 306 |
| Other fiduciary accounts, managed assets | $5,568,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 351 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,783,029,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $101,490,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $863,807,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,546,155,000 | 14 |
| Other retirement accounts, non-managed assets | $942,881,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $4,165,396,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $163,300,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $752,163,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $17,460,120,000 | 45 |
| Managed Assets ($) | $3,250,951,000 | 75 |
| Personal trust and agency accounts, managed assets | $50,473,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $230,000 | 276 |
| Employee benefit-defined benefit accounts, managed assets | $2,239,017,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $653,765,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $300,823,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | $1,128,000 | 301 |
| Other fiduciary accounts, managed assets | $5,515,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 357 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,209,169,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $105,387,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $831,501,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,007,126,000 | 14 |
| Other retirement accounts, non-managed assets | $975,639,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $3,152,453,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $137,063,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $749,577,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 349 |
| 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 | $17,199,469,000 | 43 |
| Managed Assets ($) | $3,192,903,000 | 72 |
| Personal trust and agency accounts, managed assets | $97,359,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $230,000 | 401 |
| Employee benefit-defined benefit accounts, managed assets | $2,191,556,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $651,978,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $236,988,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | $1,126,000 | 445 |
| Other fiduciary accounts, managed assets | $13,666,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 591 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $14,006,566,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $240,702,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $759,349,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,520,251,000 | 14 |
| Other retirement accounts, non-managed assets | $878,779,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $3,455,195,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $245,000 | 293 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $152,045,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $601,339,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 671 |
| 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 | $18,532,517,000 | 43 |
| Managed Assets ($) | $3,511,307,000 | 71 |
| Personal trust and agency accounts, managed assets | $49,480,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $231,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $2,571,446,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $642,291,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $232,632,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $1,141,000 | 301 |
| Other fiduciary accounts, managed assets | $14,086,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 359 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,021,210,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $264,478,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $785,457,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,388,968,000 | 14 |
| Other retirement accounts, non-managed assets | $892,418,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $3,666,668,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $279,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $22,942,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $634,126,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 350 |
| 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 | $17,339,952,000 | 43 |
| Managed Assets ($) | $3,273,349,000 | 74 |
| Personal trust and agency accounts, managed assets | $49,155,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $230,000 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $2,339,309,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $610,030,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $230,359,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
| Other fiduciary accounts, managed assets | $44,266,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,066,603,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $230,370,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $761,166,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,516,318,000 | 15 |
| Other retirement accounts, non-managed assets | $888,105,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $3,626,934,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $258,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $43,452,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $652,243,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
| 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 | $17,470,036,000 | 44 |
| Managed Assets ($) | $3,199,490,000 | 75 |
| Personal trust and agency accounts, managed assets | $48,922,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,732,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $2,230,104,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $596,949,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $227,687,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
| Other fiduciary accounts, managed assets | $44,096,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,673,000 | 339 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,270,546,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $224,075,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $750,291,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,153,479,000 | 14 |
| Other retirement accounts, non-managed assets | $830,003,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $4,296,721,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $15,977,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $605,333,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 354 |
| 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 | $17,208,260,000 | 46 |
| Managed Assets ($) | $2,828,163,000 | 81 |
| Personal trust and agency accounts, managed assets | $48,944,000 | 484 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,123,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $2,002,726,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $425,257,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $224,068,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
| Other fiduciary accounts, managed assets | $76,045,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,783,000 | 480 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $14,380,097,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $217,289,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $734,215,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,793,170,000 | 17 |
| Other retirement accounts, non-managed assets | $839,885,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $4,608,571,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $186,967,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $658,081,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 682 |
| 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 | $16,528,269,000 | 46 |
| Managed Assets ($) | $2,704,349,000 | 81 |
| Personal trust and agency accounts, managed assets | $46,607,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,176,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $1,955,508,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $424,428,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $221,620,000 | 197 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
| Other fiduciary accounts, managed assets | $13,010,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,799,000 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,823,920,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $196,527,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $707,520,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,512,283,000 | 17 |
| Other retirement accounts, non-managed assets | $837,431,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $4,559,271,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $10,888,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $675,985,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 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 | $15,372,899,000 | 46 |
| Managed Assets ($) | $2,659,121,000 | 79 |
| Personal trust and agency accounts, managed assets | $46,512,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,320,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $1,892,255,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $412,068,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $220,820,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other fiduciary accounts, managed assets | $50,146,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,810,000 | 337 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,713,778,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $194,776,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $675,580,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,979,595,000 | 18 |
| Other retirement accounts, non-managed assets | $803,271,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $4,019,839,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $40,717,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $681,235,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 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 | $14,994,568,000 | 47 |
| Managed Assets ($) | $2,642,752,000 | 80 |
| Personal trust and agency accounts, managed assets | $56,458,000 | 340 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,360,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $1,913,499,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $391,530,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $216,850,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
| Other fiduciary accounts, managed assets | $44,055,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,817,000 | 340 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,351,816,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $206,341,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $662,952,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,917,133,000 | 18 |
| Other retirement accounts, non-managed assets | $797,734,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $3,763,843,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $3,813,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $754,367,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 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 | $14,210,797,000 | 47 |
| Managed Assets ($) | $2,626,821,000 | 77 |
| Personal trust and agency accounts, managed assets | $62,341,000 | 423 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,891,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $1,857,713,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $375,879,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $212,974,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $104,023,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,799,000 | 476 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $11,583,976,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $204,826,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $632,183,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,630,370,000 | 17 |
| Other retirement accounts, non-managed assets | $771,734,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $3,191,321,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $153,542,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $731,027,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 706 |
| 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 | $15,375,871,000 | 44 |
| Managed Assets ($) | $2,800,314,000 | 71 |
| Personal trust and agency accounts, managed assets | $99,819,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,806,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $1,970,905,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $506,270,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $214,514,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,885,000 | 335 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,575,557,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $199,182,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $696,748,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,672,835,000 | 17 |
| Other retirement accounts, non-managed assets | $787,610,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $4,193,981,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $25,201,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $705,409,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 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 | $14,369,986,000 | 45 |
| Managed Assets ($) | $2,594,674,000 | 77 |
| Personal trust and agency accounts, managed assets | $98,707,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,424,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $1,874,056,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $399,986,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $214,501,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,893,000 | 337 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,775,312,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $193,748,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $660,855,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,409,944,000 | 17 |
| Other retirement accounts, non-managed assets | $773,686,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $3,695,685,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $41,394,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $716,151,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 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 | $14,323,726,000 | 45 |
| Managed Assets ($) | $2,597,372,000 | 75 |
| Personal trust and agency accounts, managed assets | $109,082,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,384,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $1,873,528,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $408,019,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $202,359,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,895,000 | 336 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,726,354,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $169,065,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $531,010,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,240,929,000 | 17 |
| Other retirement accounts, non-managed assets | $765,192,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $4,015,902,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $4,256,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $673,936,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 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 | $15,027,604,000 | 44 |
| Managed Assets ($) | $3,064,579,000 | 63 |
| Personal trust and agency accounts, managed assets | $108,440,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,398,000 | 311 |
| Employee benefit-defined benefit accounts, managed assets | $2,226,490,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $526,755,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $198,496,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,876,000 | 476 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $11,963,025,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $161,806,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $531,870,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,273,063,000 | 17 |
| Other retirement accounts, non-managed assets | $782,730,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $4,093,687,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $119,869,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $758,801,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 728 |
| 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 | $14,891,689,000 | 43 |
| Managed Assets ($) | $3,085,568,000 | 60 |
| Personal trust and agency accounts, managed assets | $92,249,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,579,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $2,253,798,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $539,405,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $195,537,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,895,000 | 331 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,806,121,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $153,167,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $512,136,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,042,870,000 | 17 |
| Other retirement accounts, non-managed assets | $779,345,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $4,281,749,000 | 19 |
| 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 | $36,854,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $718,514,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $14,763,437,000 | 45 |
| Managed Assets ($) | $3,178,787,000 | 63 |
| Personal trust and agency accounts, managed assets | $90,995,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,670,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $2,370,746,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $522,225,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $190,151,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,016,000 | 329 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,584,650,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $168,276,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $518,425,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,310,784,000 | 17 |
| Other retirement accounts, non-managed assets | $794,269,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $3,766,504,000 | 20 |
| 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 | $26,392,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $705,840,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 344 |
| 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 | $15,088,539,000 | 44 |
| Managed Assets ($) | $2,941,506,000 | 68 |
| Personal trust and agency accounts, managed assets | $85,330,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,000 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $2,086,682,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $581,197,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $187,997,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,106,000 | 329 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,147,033,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $157,477,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $843,608,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,296,649,000 | 17 |
| Other retirement accounts, non-managed assets | $790,223,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $4,048,794,000 | 21 |
| 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 | $10,282,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $739,330,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $14,768,922,000 | 44 |
| Managed Assets ($) | $2,951,049,000 | 69 |
| Personal trust and agency accounts, managed assets | $85,269,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $301,000 | 467 |
| Employee benefit-defined benefit accounts, managed assets | $2,042,375,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $643,972,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $179,132,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,113,000 | 480 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $11,817,873,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $162,185,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $810,479,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,601,839,000 | 18 |
| Other retirement accounts, non-managed assets | $806,265,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $4,320,384,000 | 20 |
| 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 | $116,721,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $784,691,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 750 |
| 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 | $15,214,830,000 | 44 |
| Managed Assets ($) | $3,279,234,000 | 61 |
| Personal trust and agency accounts, managed assets | $85,464,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,000 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $2,371,621,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $646,860,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $174,989,000 | 202 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,078,000 | 325 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,935,596,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $172,618,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $519,817,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,508,782,000 | 18 |
| Other retirement accounts, non-managed assets | $804,093,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $4,892,849,000 | 18 |
| 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 | $37,437,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $706,782,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 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 | $14,927,209,000 | 44 |
| Managed Assets ($) | $3,235,932,000 | 60 |
| Personal trust and agency accounts, managed assets | $85,541,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $308,000 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $2,363,048,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $615,233,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $171,802,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,125,000 | 323 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,691,277,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $174,088,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $491,101,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,480,489,000 | 18 |
| Other retirement accounts, non-managed assets | $802,669,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $4,710,473,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $32,457,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $725,206,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 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 | $15,241,570,000 | 45 |
| Managed Assets ($) | $3,194,955,000 | 63 |
| Personal trust and agency accounts, managed assets | $95,671,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,390,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $2,317,989,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $609,310,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $168,595,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,083,000 | 326 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,046,615,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $151,752,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $472,746,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,818,813,000 | 18 |
| Other retirement accounts, non-managed assets | $789,126,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $4,794,205,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $19,973,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $782,974,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 345 |
| 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 | $14,763,490,000 | 45 |
| Managed Assets ($) | $3,173,497,000 | 63 |
| Personal trust and agency accounts, managed assets | $95,595,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,324,000 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $2,307,059,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $601,084,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $166,435,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,076,000 | 470 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $11,589,993,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $152,853,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $445,503,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,642,520,000 | 19 |
| Other retirement accounts, non-managed assets | $748,339,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $4,481,030,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $119,748,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $699,315,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 768 |
| 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 | $14,216,440,000 | 45 |
| Managed Assets ($) | $3,161,386,000 | 63 |
| Personal trust and agency accounts, managed assets | $96,808,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,277,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $2,267,961,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $627,333,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $164,007,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,004,000 | 307 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,055,054,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $157,180,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $418,350,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,790,363,000 | 18 |
| Other retirement accounts, non-managed assets | $773,166,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $4,881,270,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $34,725,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $747,853,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
| 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 | $14,528,009,000 | 45 |
| Managed Assets ($) | $3,205,694,000 | 60 |
| Personal trust and agency accounts, managed assets | $97,169,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,592,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $2,278,573,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $664,501,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $159,859,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,975,000 | 302 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,322,315,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $164,304,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $400,256,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,862,506,000 | 18 |
| Other retirement accounts, non-managed assets | $792,401,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $5,056,310,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $46,538,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $767,155,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
| 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 | $14,689,146,000 | 45 |
| Managed Assets ($) | $3,229,245,000 | 60 |
| Personal trust and agency accounts, managed assets | $96,010,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,933,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $2,270,919,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $694,656,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $161,727,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,459,901,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $156,424,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $381,867,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,806,497,000 | 18 |
| Other retirement accounts, non-managed assets | $748,588,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $5,351,876,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $14,649,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $766,499,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 334 |
| 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 | $14,683,141,000 | 42 |
| Managed Assets ($) | $3,313,771,000 | 58 |
| Personal trust and agency accounts, managed assets | $96,019,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,336,000 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $2,351,771,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $697,235,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $162,410,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 633 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $11,369,370,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $139,973,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $361,425,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,574,932,000 | 18 |
| Other retirement accounts, non-managed assets | $724,198,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $5,478,423,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $90,419,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $730,685,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 776 |
| 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 | $15,348,028,000 | 38 |
| Managed Assets ($) | $3,357,617,000 | 55 |
| Personal trust and agency accounts, managed assets | $95,996,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,818,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $2,398,127,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $697,514,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $158,162,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,990,411,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $142,737,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $304,000,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,512,617,000 | 18 |
| Other retirement accounts, non-managed assets | $695,564,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $6,291,266,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $44,227,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $738,021,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 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 | $14,799,678,000 | 39 |
| Managed Assets ($) | $3,286,612,000 | 56 |
| Personal trust and agency accounts, managed assets | $96,137,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,917,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $2,321,644,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $703,851,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $157,063,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,513,066,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $153,113,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $342,315,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,284,433,000 | 18 |
| Other retirement accounts, non-managed assets | $690,852,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $6,003,174,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $39,179,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,586,905,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 323 |
| 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 | $14,405,156,000 | 39 |
| Managed Assets ($) | $3,431,563,000 | 54 |
| Personal trust and agency accounts, managed assets | $95,956,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,820,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $2,550,795,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $623,724,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $153,268,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,973,593,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $144,035,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $331,187,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,259,649,000 | 17 |
| Other retirement accounts, non-managed assets | $760,601,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $5,448,234,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $29,887,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,675,265,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 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 | $14,002,669,000 | 38 |
| Managed Assets ($) | $3,346,869,000 | 54 |
| Personal trust and agency accounts, managed assets | $95,723,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,593,000 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $2,588,620,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $499,223,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $156,710,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,892,000 | 457 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $10,655,800,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $97,301,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $304,477,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,138,464,000 | 16 |
| Other retirement accounts, non-managed assets | $913,970,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $5,079,563,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $122,025,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,690,859,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 786 |
| 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 | $14,306,812,000 | 39 |
| Managed Assets ($) | $3,509,252,000 | 52 |
| Personal trust and agency accounts, managed assets | $100,958,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,635,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $2,738,986,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $508,769,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $153,904,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,831,000 | 289 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,797,560,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $79,925,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $281,030,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,923,676,000 | 17 |
| Other retirement accounts, non-managed assets | $896,658,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $5,576,825,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $39,446,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,685,123,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 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 | $15,140,992,000 | 41 |
| Managed Assets ($) | $3,796,770,000 | 55 |
| Personal trust and agency accounts, managed assets | $101,263,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,732,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $2,988,236,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $549,364,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $151,175,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,344,222,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $81,287,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $237,495,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,408,650,000 | 18 |
| Other retirement accounts, non-managed assets | $911,018,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $5,670,585,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $35,187,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,825,554,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,001,596,000 | 40 |
| Managed Assets ($) | $3,335,311,000 | 59 |
| Personal trust and agency accounts, managed assets | $105,857,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $587,648,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $2,486,245,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $4,971,000 | 329 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $150,590,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,666,285,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $90,981,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,027,558,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,063,798,000 | 18 |
| Other retirement accounts, non-managed assets | $21,781,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $6,444,662,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $17,505,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,840,047,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,029,202,000 | 41 |
| Managed Assets ($) | $3,289,820,000 | 60 |
| Personal trust and agency accounts, managed assets | $104,496,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $597,986,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $2,438,450,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $4,951,000 | 519 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $143,775,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $162,000 | 181 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,951,000 | 455 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $12,739,382,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $91,558,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $990,766,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,702,601,000 | 18 |
| Other retirement accounts, non-managed assets | $23,217,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $6,827,211,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $104,029,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,628,350,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,828,211,000 | 41 |
| Managed Assets ($) | $3,182,529,000 | 59 |
| Personal trust and agency accounts, managed assets | $105,259,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $615,587,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $2,352,202,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $4,946,000 | 315 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $104,373,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $162,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,645,682,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $97,172,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $962,334,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,359,786,000 | 18 |
| Other retirement accounts, non-managed assets | $25,021,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $7,156,134,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $45,235,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,521,935,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,637,240,000 | 41 |
| Managed Assets ($) | $3,176,524,000 | 57 |
| Personal trust and agency accounts, managed assets | $105,238,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $623,287,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $2,334,924,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $4,817,000 | 314 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $108,096,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $162,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,460,716,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $117,446,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $913,679,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,353,214,000 | 18 |
| Other retirement accounts, non-managed assets | $26,673,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $7,012,234,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $37,470,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,462,331,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,208,199,000 | 40 |
| Managed Assets ($) | $3,228,125,000 | 57 |
| Personal trust and agency accounts, managed assets | $105,448,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $652,601,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $2,348,268,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $4,887,000 | 318 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $116,759,000 | 223 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $162,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,980,074,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $124,390,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $932,245,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,405,962,000 | 18 |
| Other retirement accounts, non-managed assets | $23,875,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $6,472,679,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $20,923,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,555,193,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,735,395,000 | 43 |
| Managed Assets ($) | $3,135,576,000 | 58 |
| Personal trust and agency accounts, managed assets | $106,178,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $740,767,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $2,163,364,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $4,822,000 | 515 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $120,283,000 | 225 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $162,000 | 192 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $11,599,819,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $157,328,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $957,537,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,382,250,000 | 19 |
| Other retirement accounts, non-managed assets | $0 | 806 |
| Corporate trust and agency accounts, non-managed assets | $6,046,998,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $55,706,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,359,026,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,742,185,000 | 45 |
| Managed Assets ($) | $3,061,030,000 | 62 |
| Personal trust and agency accounts, managed assets | $103,634,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $774,707,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $2,047,610,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,793,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $130,124,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $162,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,681,155,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $182,536,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $864,877,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,239,890,000 | 18 |
| Other retirement accounts, non-managed assets | $0 | 306 |
| Corporate trust and agency accounts, non-managed assets | $6,366,374,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $27,478,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,434,861,000 | 82 |
| 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 | $14,102,927,000 | 44 |
| Managed Assets ($) | $2,951,187,000 | 63 |
| Personal trust and agency accounts, managed assets | $100,529,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $753,025,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,958,651,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,636,000 | 301 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $134,184,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $162,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,151,740,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $242,465,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $827,126,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,795,169,000 | 18 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $6,260,195,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $26,785,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,347,095,000 | 87 |
| 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 | $13,702,028,000 | 44 |
| Managed Assets ($) | $2,804,831,000 | 61 |
| Personal trust and agency accounts, managed assets | $85,195,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $729,723,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,851,759,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,431,000 | 301 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $133,560,000 | 198 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $163,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,897,197,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $230,619,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $781,823,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,404,572,000 | 18 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $6,459,069,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $21,114,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,213,046,000 | 92 |
| 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 | $13,887,366,000 | 45 |
| Managed Assets ($) | $2,707,171,000 | 64 |
| Personal trust and agency accounts, managed assets | $86,402,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $720,119,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,758,722,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,495,000 | 501 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $137,270,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $163,000 | 212 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,180,195,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $238,097,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $865,489,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,706,409,000 | 19 |
| Other retirement accounts, non-managed assets | $0 | 811 |
| Corporate trust and agency accounts, non-managed assets | $6,308,355,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $61,845,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,339,138,000 | 88 |
| 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 | $14,915,016,000 | 44 |
| Managed Assets ($) | $2,861,119,000 | 65 |
| Personal trust and agency accounts, managed assets | $84,208,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $754,563,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,885,249,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,610,000 | 327 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $132,326,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $163,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,053,897,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $194,130,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $943,333,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,480,720,000 | 18 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $6,410,990,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $24,724,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,405,627,000 | 89 |
| 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 | $15,333,722,000 | 49 |
| Managed Assets ($) | $2,992,672,000 | 67 |
| Personal trust and agency accounts, managed assets | $74,273,000 | 301 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $754,849,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $2,028,738,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $4,850,000 | 334 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $129,799,000 | 231 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $163,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,341,050,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $183,383,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $957,802,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,687,387,000 | 19 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $6,494,218,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,260,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,576,095,000 | 89 |
| 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 | $15,439,308,000 | 45 |
| Managed Assets ($) | $2,864,559,000 | 67 |
| Personal trust and agency accounts, managed assets | $65,850,000 | 320 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $764,785,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,894,754,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $4,945,000 | 340 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $134,060,000 | 235 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $165,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,574,749,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $163,254,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $955,751,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,741,729,000 | 20 |
| Other retirement accounts, non-managed assets | $0 | 341 |
| Corporate trust and agency accounts, non-managed assets | $6,684,542,000 | 19 |
| 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 | $29,473,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,124,425,000 | 82 |
| 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 | $15,794,172,000 | 44 |
| Managed Assets ($) | $2,934,842,000 | 65 |
| Personal trust and agency accounts, managed assets | $53,826,000 | 449 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $740,250,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,997,946,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,989,000 | 529 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $137,666,000 | 230 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $165,000 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,859,330,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $136,222,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $977,906,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,783,328,000 | 21 |
| Other retirement accounts, non-managed assets | $0 | 860 |
| Corporate trust and agency accounts, non-managed assets | $6,952,510,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,364,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,222,411,000 | 81 |
| 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 | $16,600,385,000 | 43 |
| Managed Assets ($) | $2,951,305,000 | 66 |
| Personal trust and agency accounts, managed assets | $52,371,000 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $701,918,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $2,054,500,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,979,000 | 318 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $137,373,000 | 224 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $164,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,649,080,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $116,757,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $927,030,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,871,747,000 | 22 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $7,729,557,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,989,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,142,397,000 | 82 |
| 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 | $13,998,849,000 | 49 |
| Managed Assets ($) | $2,862,461,000 | 68 |
| Personal trust and agency accounts, managed assets | $51,870,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $682,210,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,989,962,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $4,930,000 | 323 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $133,247,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $242,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,136,388,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $105,087,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $753,832,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,004,494,000 | 25 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $7,264,419,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,556,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $963,912,000 | 113 |
| 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 | $15,498,567,000 | 47 |
| Managed Assets ($) | $2,779,659,000 | 66 |
| Personal trust and agency accounts, managed assets | $51,359,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $661,845,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,932,701,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,808,000 | 325 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $129,697,000 | 229 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $249,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,718,908,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $105,393,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $991,757,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,540,689,000 | 24 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $7,072,127,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,942,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,882,683,000 | 87 |
| 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 | $14,185,545,000 | 49 |
| Managed Assets ($) | $2,556,257,000 | 71 |
| Personal trust and agency accounts, managed assets | $52,054,000 | 447 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $612,512,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $1,765,080,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $126,362,000 | 238 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $249,000 | 201 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,629,288,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $70,004,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $954,901,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,062,986,000 | 24 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $6,532,455,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,942,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,707,119,000 | 93 |
| 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 | $13,526,746,000 | 52 |
| Managed Assets ($) | $2,559,572,000 | 72 |
| Personal trust and agency accounts, managed assets | $49,527,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,819,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,786,286,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $123,662,000 | 227 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $278,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,967,174,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $63,085,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $885,166,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,805,262,000 | 25 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $6,201,083,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,578,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,845,332,000 | 88 |
| 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 | $13,182,751,000 | 53 |
| Managed Assets ($) | $2,530,192,000 | 77 |
| Personal trust and agency accounts, managed assets | $33,595,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $582,435,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,800,389,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $113,495,000 | 234 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $278,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,652,559,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $55,334,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $923,108,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,586,785,000 | 26 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $6,077,691,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,641,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,775,005,000 | 86 |
| 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 | $13,062,873,000 | 52 |
| Managed Assets ($) | $2,486,100,000 | 78 |
| Personal trust and agency accounts, managed assets | $34,504,000 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $585,205,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,796,270,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $69,843,000 | 276 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $278,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,576,773,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $54,508,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $850,919,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,221,989,000 | 27 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $6,398,696,000 | 20 |
| 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 | $50,661,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,765,073,000 | 86 |
| 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 | $12,803,745,000 | 53 |
| Managed Assets ($) | $2,426,683,000 | 79 |
| Personal trust and agency accounts, managed assets | $30,215,000 | 598 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $552,912,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $1,773,689,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $69,589,000 | 316 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $278,000 | 217 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,377,062,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $75,180,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $867,072,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,309,357,000 | 27 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $6,085,428,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $40,025,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,880,347,000 | 83 |
| 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 | $13,202,077,000 | 51 |
| Managed Assets ($) | $2,406,945,000 | 78 |
| Personal trust and agency accounts, managed assets | $30,139,000 | 340 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $547,636,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,755,940,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $72,952,000 | 267 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $278,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,795,132,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $68,344,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $895,421,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,225,598,000 | 27 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $6,565,900,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $39,869,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,724,914,000 | 83 |
| 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 | $13,059,244,000 | 50 |
| Managed Assets ($) | $1,138,351,000 | 112 |
| Personal trust and agency accounts, managed assets | $25,457,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $423,612,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $626,170,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $62,832,000 | 284 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $280,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,920,893,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $66,902,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,050,985,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,132,877,000 | 25 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $6,662,514,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,615,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,938,301,000 | 81 |
| 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 | $12,560,874,000 | 53 |
| Managed Assets ($) | $1,094,329,000 | 117 |
| Personal trust and agency accounts, managed assets | $28,360,000 | 357 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $418,474,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $590,399,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $56,816,000 | 288 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $280,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,466,545,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $68,096,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,032,250,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,046,640,000 | 27 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $6,311,862,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,697,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,155,445,000 | 82 |
| 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 | $12,140,608,000 | 56 |
| Managed Assets ($) | $1,090,595,000 | 119 |
| Personal trust and agency accounts, managed assets | $30,042,000 | 593 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $415,382,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $585,700,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $59,191,000 | 335 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $280,000 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,050,013,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $64,107,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $814,417,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,949,171,000 | 27 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $6,214,934,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,384,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,918,430,000 | 88 |
| 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 | $11,612,984,000 | 55 |
| Managed Assets ($) | $1,059,760,000 | 120 |
| Personal trust and agency accounts, managed assets | $30,311,000 | 345 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $412,256,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $563,599,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $53,309,000 | 280 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $285,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,553,224,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $55,047,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $914,809,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,548,869,000 | 28 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $6,026,520,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,979,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,185,468,000 | 90 |
| 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 | $11,165,431,000 | 59 |
| Managed Assets ($) | $1,024,097,000 | 119 |
| Personal trust and agency accounts, managed assets | $29,501,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $403,039,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $538,610,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $52,662,000 | 286 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $285,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,141,334,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $49,580,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,029,583,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,612,789,000 | 28 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $5,442,485,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,897,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,078,958,000 | 90 |
| 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 | $12,778,874,000 | 55 |
| Managed Assets ($) | $4,257,193,000 | 66 |
| Personal trust and agency accounts, managed assets | $25,929,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $492,046,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $3,689,161,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $50,018,000 | 290 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $39,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,521,681,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $103,326,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $938,787,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,856,453,000 | 31 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $5,616,150,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,965,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,139,855,000 | 93 |
| 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 | $11,443,048,000 | 60 |
| Managed Assets ($) | $1,926,890,000 | 93 |
| Personal trust and agency accounts, managed assets | $25,929,000 | 624 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $441,694,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $1,409,210,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $50,018,000 | 347 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $39,000 | 296 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,516,158,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $103,326,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,628,519,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,161,198,000 | 29 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| Corporate trust and agency accounts, non-managed assets | $5,616,150,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,965,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $966,337,000 | 119 |
| 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 | $11,682,495,000 | 58 |
| Managed Assets ($) | $1,843,206,000 | 96 |
| Personal trust and agency accounts, managed assets | $24,354,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $494,172,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $1,275,595,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $48,698,000 | 290 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $387,000 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,839,289,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $113,956,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $831,984,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,997,408,000 | 28 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $5,888,901,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,040,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,951,841,000 | 93 |
| 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 | $11,394,958,000 | 62 |
| Managed Assets ($) | $1,802,650,000 | 97 |
| Personal trust and agency accounts, managed assets | $24,057,000 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $490,707,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $1,239,282,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $48,216,000 | 292 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $388,000 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,592,308,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $105,295,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $765,481,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,909,360,000 | 27 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $5,806,094,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,078,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,845,169,000 | 94 |
| 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 | $11,323,573,000 | 59 |
| Managed Assets ($) | $1,800,659,000 | 98 |
| Personal trust and agency accounts, managed assets | $21,604,000 | 378 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $489,414,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $1,246,217,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $43,037,000 | 297 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $387,000 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,522,914,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $64,486,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $734,336,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,735,138,000 | 27 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $5,982,385,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,569,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,846,401,000 | 96 |
| 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 | $11,377,873,000 | 61 |
| Managed Assets ($) | $1,981,231,000 | 96 |
| Personal trust and agency accounts, managed assets | $18,218,000 | 731 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $482,396,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $1,436,033,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $44,197,000 | 353 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $387,000 | 241 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,396,642,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $55,437,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $652,666,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,848,102,000 | 28 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| Corporate trust and agency accounts, non-managed assets | $5,833,215,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,222,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,815,846,000 | 99 |
| 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 | $9,882,415,000 | 65 |
| Managed Assets ($) | $2,056,717,000 | 92 |
| Personal trust and agency accounts, managed assets | $14,469,000 | 771 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $494,144,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $1,506,303,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $41,792,000 | 333 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,000 | 352 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,825,698,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $57,011,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $720,331,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,083,047,000 | 26 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $3,957,874,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,435,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,946,038,000 | 85 |
| 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 |