| 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 | $55,539,734,000 | 33 |
| Managed Assets ($) | $26,003,819,000 | 27 |
| Personal trust and agency accounts, managed assets | $7,694,501,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,207,424,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $439,126,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $1,060,877,000 | 34 |
| Corporate trust and agency accounts, managed assets | $755,950,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $8,528,303,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $4,095,814,000 | 16 |
| Other fiduciary accounts, managed assets | $221,824,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $956,738,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,410,300,000 | 17 |
| Non-managed Assets ($) | $29,535,915,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $322,103,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,931,230,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,603,972,000 | 18 |
| Other retirement accounts, non-managed assets | $281,430,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $14,235,373,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $168,853,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $438,301,000 | 17 |
| Other fiduciary accounts, non-managed assets | $3,554,653,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $50,154,836,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,656,796,000 | 14 |
| 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 | $52,365,070,000 | 33 |
| Managed Assets ($) | $24,802,096,000 | 28 |
| Personal trust and agency accounts, managed assets | $7,485,772,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,939,107,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $412,204,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $976,024,000 | 35 |
| Corporate trust and agency accounts, managed assets | $834,887,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $8,185,278,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $3,886,106,000 | 16 |
| Other fiduciary accounts, managed assets | $82,718,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $880,433,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,562,974,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $326,717,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,380,335,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,403,778,000 | 19 |
| Other retirement accounts, non-managed assets | $286,630,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $13,246,642,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $42,122,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $439,583,000 | 16 |
| Other fiduciary accounts, non-managed assets | $3,437,167,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $47,330,204,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,264,743,000 | 13 |
| 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 | $53,796,819,000 | 34 |
| Managed Assets ($) | $25,316,149,000 | 28 |
| Personal trust and agency accounts, managed assets | $7,598,450,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,040,898,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $416,987,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $994,709,000 | 34 |
| Corporate trust and agency accounts, managed assets | $786,649,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $8,441,867,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $3,954,098,000 | 16 |
| Other fiduciary accounts, managed assets | $82,491,000 | 26 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $897,355,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,480,670,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $335,335,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,469,686,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,552,544,000 | 19 |
| Other retirement accounts, non-managed assets | $291,674,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $14,138,565,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $38,755,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $372,006,000 | 19 |
| Other fiduciary accounts, non-managed assets | $3,282,105,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $50,786,638,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,993,243,000 | 13 |
| 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 | $53,437,454,000 | 37 |
| Managed Assets ($) | $25,273,048,000 | 28 |
| Personal trust and agency accounts, managed assets | $7,564,617,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,914,761,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $397,266,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $945,375,000 | 35 |
| Corporate trust and agency accounts, managed assets | $797,949,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $8,167,739,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $3,938,314,000 | 15 |
| Other fiduciary accounts, managed assets | $547,027,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $851,565,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,164,406,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $329,157,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,179,188,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,533,311,000 | 20 |
| Other retirement accounts, non-managed assets | $292,754,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $14,854,096,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $38,834,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $357,138,000 | 19 |
| Other fiduciary accounts, non-managed assets | $2,579,928,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $48,976,707,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,252,368,000 | 13 |
| 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 | $52,237,797,000 | 36 |
| Managed Assets ($) | $23,724,072,000 | 28 |
| Personal trust and agency accounts, managed assets | $7,422,729,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,704,253,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $400,581,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $902,625,000 | 37 |
| Corporate trust and agency accounts, managed assets | $414,309,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $7,579,139,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $3,826,149,000 | 15 |
| Other fiduciary accounts, managed assets | $474,287,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $814,429,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,171,917,000 | 20 |
| Non-managed Assets ($) | $28,513,725,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $324,256,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,911,439,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,473,939,000 | 21 |
| Other retirement accounts, non-managed assets | $282,639,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $15,883,683,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $76,132,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $345,105,000 | 17 |
| Other fiduciary accounts, non-managed assets | $2,216,532,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $47,367,003,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,404,808,000 | 14 |
| 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 | $51,063,073,000 | 35 |
| Managed Assets ($) | $23,439,466,000 | 27 |
| Personal trust and agency accounts, managed assets | $7,344,188,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,653,857,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $416,102,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $850,472,000 | 36 |
| Corporate trust and agency accounts, managed assets | $365,579,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $7,747,468,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $3,629,631,000 | 15 |
| Other fiduciary accounts, managed assets | $432,169,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $768,434,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,623,607,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $294,548,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,763,632,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,355,466,000 | 23 |
| Other retirement accounts, non-managed assets | $268,066,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $15,528,802,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $71,400,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $272,201,000 | 18 |
| Other fiduciary accounts, non-managed assets | $2,069,492,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $44,362,378,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,668,029,000 | 13 |
| 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 | $52,172,953,000 | 27 |
| Managed Assets ($) | $23,499,540,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,611,699,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,708,292,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $454,982,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $884,316,000 | 32 |
| Corporate trust and agency accounts, managed assets | $385,947,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $7,219,577,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $3,827,197,000 | 12 |
| Other fiduciary accounts, managed assets | $407,530,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $798,843,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,673,413,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $312,674,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,201,229,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,552,955,000 | 20 |
| Other retirement accounts, non-managed assets | $272,046,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $15,937,586,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $69,334,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $305,725,000 | 17 |
| Other fiduciary accounts, non-managed assets | $2,021,864,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $45,069,077,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,655,240,000 | 12 |
| 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 | $56,787,522,000 | 28 |
| Managed Assets ($) | $25,576,828,000 | 24 |
| Personal trust and agency accounts, managed assets | $8,191,130,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,088,633,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $452,826,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $983,464,000 | 32 |
| Corporate trust and agency accounts, managed assets | $931,003,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $7,397,281,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $4,159,999,000 | 12 |
| Other fiduciary accounts, managed assets | $372,492,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $889,720,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,210,694,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $341,723,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,253,180,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,192,007,000 | 20 |
| Other retirement accounts, non-managed assets | $295,692,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $15,807,228,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $41,652,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $274,421,000 | 20 |
| Other fiduciary accounts, non-managed assets | $2,004,791,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $47,526,628,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,461,268,000 | 11 |
| 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 | $60,094,613,000 | 27 |
| Managed Assets ($) | $25,774,348,000 | 24 |
| Personal trust and agency accounts, managed assets | $8,421,355,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,103,034,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $502,320,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $1,028,835,000 | 32 |
| Corporate trust and agency accounts, managed assets | $486,279,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $7,441,013,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $4,448,530,000 | 11 |
| Other fiduciary accounts, managed assets | $342,982,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $930,253,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,071,000 | 35 |
| Non-managed Assets ($) | $34,320,265,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $344,097,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,871,007,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,403,800,000 | 21 |
| Other retirement accounts, non-managed assets | $308,713,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $18,020,784,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $40,859,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $347,200,000 | 18 |
| Other fiduciary accounts, non-managed assets | $1,983,805,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $26,509,672,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $114,322,000 | 53 |
| 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 | $55,198,409,000 | 28 |
| Managed Assets ($) | $23,549,812,000 | 25 |
| Personal trust and agency accounts, managed assets | $8,244,329,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,829,593,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $495,212,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $997,624,000 | 32 |
| Corporate trust and agency accounts, managed assets | $395,027,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $7,129,262,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $4,153,834,000 | 12 |
| Other fiduciary accounts, managed assets | $304,931,000 | 19 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $902,274,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,648,597,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $342,848,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,467,498,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,292,541,000 | 23 |
| Other retirement accounts, non-managed assets | $307,892,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $15,987,067,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $39,401,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $300,324,000 | 19 |
| Other fiduciary accounts, non-managed assets | $1,911,026,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $25,287,778,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $118,524,000 | 43 |
| 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 | $53,300,477,000 | 29 |
| Managed Assets ($) | $22,959,072,000 | 26 |
| Personal trust and agency accounts, managed assets | $7,983,597,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,864,667,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $506,055,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $989,145,000 | 32 |
| Corporate trust and agency accounts, managed assets | $350,611,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $6,831,810,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $4,117,698,000 | 13 |
| Other fiduciary accounts, managed assets | $315,489,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $890,182,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,341,405,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $364,428,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,424,245,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,292,787,000 | 22 |
| Other retirement accounts, non-managed assets | $309,071,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $14,837,206,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $37,825,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $306,353,000 | 18 |
| Other fiduciary accounts, non-managed assets | $1,769,490,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $25,868,656,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $122,171,000 | 48 |
| 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 | $51,267,631,000 | 28 |
| Managed Assets ($) | $21,554,626,000 | 25 |
| Personal trust and agency accounts, managed assets | $7,721,090,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,768,714,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $461,171,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $947,368,000 | 32 |
| Corporate trust and agency accounts, managed assets | $401,004,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $6,683,455,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $3,403,723,000 | 15 |
| Other fiduciary accounts, managed assets | $168,101,000 | 21 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $841,722,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,713,005,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $374,787,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,190,631,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,933,584,000 | 23 |
| Other retirement accounts, non-managed assets | $301,101,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $14,840,940,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $39,779,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $253,830,000 | 21 |
| Other fiduciary accounts, non-managed assets | $1,778,353,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $24,169,731,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $121,947,000 | 44 |
| 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 | $55,531,577,000 | 26 |
| Managed Assets ($) | $21,573,209,000 | 26 |
| Personal trust and agency accounts, managed assets | $7,536,738,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,697,466,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $446,904,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $930,986,000 | 32 |
| Corporate trust and agency accounts, managed assets | $933,856,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $6,241,986,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $3,626,998,000 | 15 |
| Other fiduciary accounts, managed assets | $158,275,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $852,183,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,131,050,000 | 17 |
| Non-managed Assets ($) | $33,958,368,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $368,739,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,623,490,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,991,181,000 | 23 |
| Other retirement accounts, non-managed assets | $299,509,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $14,653,554,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $44,885,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,274,234,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,702,776,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,768,410,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $128,649,000 | 49 |
| 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 | $48,389,887,000 | 27 |
| Managed Assets ($) | $19,907,515,000 | 26 |
| Personal trust and agency accounts, managed assets | $6,942,992,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,731,231,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $413,107,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $847,991,000 | 32 |
| Corporate trust and agency accounts, managed assets | $910,513,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $5,655,990,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $3,262,859,000 | 15 |
| Other fiduciary accounts, managed assets | $142,832,000 | 21 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $753,316,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,482,372,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $351,091,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,354,048,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,664,205,000 | 22 |
| Other retirement accounts, non-managed assets | $294,369,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $10,881,371,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $44,021,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,302,710,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,590,557,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,784,038,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $132,962,000 | 41 |
| 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 | $46,211,250,000 | 27 |
| Managed Assets ($) | $19,006,250,000 | 26 |
| Personal trust and agency accounts, managed assets | $6,627,714,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,636,386,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $399,784,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $801,293,000 | 32 |
| Corporate trust and agency accounts, managed assets | $735,940,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $5,545,865,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $3,127,313,000 | 15 |
| Other fiduciary accounts, managed assets | $131,955,000 | 24 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $711,814,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,205,000,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $344,309,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,902,684,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,509,185,000 | 22 |
| Other retirement accounts, non-managed assets | $247,566,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $10,521,136,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $58,970,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,070,114,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,551,036,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,890,062,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $126,876,000 | 43 |
| 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 | $43,016,135,000 | 27 |
| Managed Assets ($) | $16,945,651,000 | 27 |
| Personal trust and agency accounts, managed assets | $5,789,113,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,414,696,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $362,114,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $698,907,000 | 31 |
| Corporate trust and agency accounts, managed assets | $399,663,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $5,334,406,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $2,820,507,000 | 15 |
| Other fiduciary accounts, managed assets | $126,245,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $624,211,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,070,484,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $284,783,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,273,911,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,307,848,000 | 22 |
| Other retirement accounts, non-managed assets | $237,173,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $10,696,715,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $158,826,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,622,326,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,488,902,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,148,302,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $114,124,000 | 45 |
| 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 | $47,238,096,000 | 27 |
| Managed Assets ($) | $18,839,914,000 | 27 |
| Personal trust and agency accounts, managed assets | $6,586,135,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,618,428,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $409,940,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $827,290,000 | 31 |
| Corporate trust and agency accounts, managed assets | $385,260,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $5,638,053,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $3,246,604,000 | 15 |
| Other fiduciary accounts, managed assets | $128,204,000 | 24 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $740,037,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,196,055,000 | 17 |
| Non-managed Assets ($) | $28,398,182,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $256,057,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,191,829,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,547,123,000 | 22 |
| Other retirement accounts, non-managed assets | $278,273,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $11,256,309,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $189,317,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,257,241,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,422,033,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,302,613,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $136,008,000 | 48 |
| 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 | $44,300,465,000 | 29 |
| Managed Assets ($) | $18,350,371,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,918,699,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,508,912,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $236,245,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $852,855,000 | 32 |
| Corporate trust and agency accounts, managed assets | $897,448,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $7,418,453,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,458,902,000 | 16 |
| Other fiduciary accounts, managed assets | $58,857,000 | 27 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $684,842,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,950,094,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $146,089,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,927,740,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,901,068,000 | 23 |
| Other retirement accounts, non-managed assets | $1,623,953,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $8,242,167,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $188,246,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,137,665,000 | 4 |
| Other fiduciary accounts, non-managed assets | $783,166,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,533,940,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $136,659,000 | 44 |
| 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 | $44,255,189,000 | 28 |
| Managed Assets ($) | $17,760,415,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,904,423,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,488,388,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $240,683,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $842,539,000 | 30 |
| Corporate trust and agency accounts, managed assets | $383,007,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $7,406,855,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,439,407,000 | 15 |
| Other fiduciary accounts, managed assets | $55,113,000 | 30 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $674,442,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,494,774,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $154,932,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,882,044,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,770,061,000 | 23 |
| Other retirement accounts, non-managed assets | $1,285,279,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $9,357,976,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $209,837,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,089,391,000 | 4 |
| Other fiduciary accounts, non-managed assets | $745,254,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $22,481,319,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $141,101,000 | 44 |
| 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 | $41,291,934,000 | 29 |
| Managed Assets ($) | $17,345,023,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,778,389,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $953,073,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $585,731,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $810,189,000 | 29 |
| Corporate trust and agency accounts, managed assets | $376,733,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $7,438,314,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,352,982,000 | 15 |
| Other fiduciary accounts, managed assets | $49,612,000 | 30 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $652,857,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,946,911,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $160,948,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,357,944,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,391,067,000 | 19 |
| Other retirement accounts, non-managed assets | $551,250,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $8,808,738,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $220,046,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,758,185,000 | 5 |
| Other fiduciary accounts, non-managed assets | $698,733,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,508,444,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $137,284,000 | 42 |
| 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 | $39,788,123,000 | 29 |
| Managed Assets ($) | $16,211,830,000 | 27 |
| Personal trust and agency accounts, managed assets | $4,538,122,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $822,082,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $394,746,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $760,645,000 | 28 |
| Corporate trust and agency accounts, managed assets | $371,603,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $7,056,533,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $2,221,694,000 | 15 |
| Other fiduciary accounts, managed assets | $46,405,000 | 30 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $594,733,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,138,641,000 | 16 |
| Non-managed Assets ($) | $23,576,293,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $158,167,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,790,397,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,226,089,000 | 21 |
| Other retirement accounts, non-managed assets | $483,266,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $9,540,814,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $202,377,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,530,228,000 | 5 |
| Other fiduciary accounts, non-managed assets | $644,955,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,953,786,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $124,174,000 | 43 |
| 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 | $40,906,064,000 | 29 |
| Managed Assets ($) | $16,990,384,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,891,573,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $834,869,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $434,054,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $815,778,000 | 29 |
| Corporate trust and agency accounts, managed assets | $361,425,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $7,200,347,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $2,407,355,000 | 14 |
| Other fiduciary accounts, managed assets | $44,983,000 | 31 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $659,913,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,915,680,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $167,675,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,194,267,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,433,802,000 | 22 |
| Other retirement accounts, non-managed assets | $530,309,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $9,201,086,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $220,091,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,587,324,000 | 5 |
| Other fiduciary accounts, non-managed assets | $581,126,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,414,351,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $143,732,000 | 39 |
| 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 | $41,955,856,000 | 29 |
| Managed Assets ($) | $16,663,118,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,618,578,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $767,033,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $417,514,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $796,417,000 | 29 |
| Corporate trust and agency accounts, managed assets | $742,325,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,944,233,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,375,545,000 | 14 |
| Other fiduciary accounts, managed assets | $1,473,000 | 78 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $657,712,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,292,738,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $168,916,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,437,779,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,510,311,000 | 22 |
| Other retirement accounts, non-managed assets | $592,464,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $10,832,082,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $209,440,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,517,493,000 | 5 |
| Other fiduciary accounts, non-managed assets | $24,253,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,647,389,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $149,062,000 | 38 |
| 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 | $41,962,852,000 | 29 |
| Managed Assets ($) | $16,214,751,000 | 30 |
| Personal trust and agency accounts, managed assets | $4,294,662,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $725,698,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $449,381,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $798,210,000 | 31 |
| Corporate trust and agency accounts, managed assets | $719,661,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,847,362,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,376,029,000 | 13 |
| Other fiduciary accounts, managed assets | $3,748,000 | 61 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $658,532,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,748,101,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $171,540,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,398,194,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,462,117,000 | 22 |
| Other retirement accounts, non-managed assets | $593,326,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $11,502,557,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $214,452,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,380,075,000 | 5 |
| Other fiduciary accounts, non-managed assets | $25,840,000 | 38 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,471,115,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $160,644,000 | 38 |
| 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 | $43,953,448,000 | 29 |
| Managed Assets ($) | $16,186,908,000 | 31 |
| Personal trust and agency accounts, managed assets | $4,353,049,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $698,094,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $408,518,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $853,857,000 | 30 |
| Corporate trust and agency accounts, managed assets | $707,428,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $6,839,222,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,323,545,000 | 15 |
| Other fiduciary accounts, managed assets | $3,195,000 | 100 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $677,149,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $994,153,000 | 16 |
| Non-managed Assets ($) | $27,766,540,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $176,319,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,904,434,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,489,542,000 | 22 |
| Other retirement accounts, non-managed assets | $653,025,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $12,886,736,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $214,437,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,418,296,000 | 5 |
| Other fiduciary accounts, non-managed assets | $23,751,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,973,232,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $194,902,000 | 36 |
| 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 | $40,371,717,000 | 29 |
| Managed Assets ($) | $15,553,476,000 | 31 |
| Personal trust and agency accounts, managed assets | $4,221,519,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $592,961,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $364,309,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $807,573,000 | 30 |
| Corporate trust and agency accounts, managed assets | $698,601,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $6,638,234,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,226,982,000 | 14 |
| Other fiduciary accounts, managed assets | $3,297,000 | 67 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $641,979,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,818,241,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $172,631,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,684,177,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,481,313,000 | 22 |
| Other retirement accounts, non-managed assets | $644,012,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $10,245,244,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $214,498,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,353,577,000 | 5 |
| Other fiduciary accounts, non-managed assets | $22,789,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,516,977,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $194,039,000 | 34 |
| 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 | $40,370,727,000 | 29 |
| Managed Assets ($) | $15,128,196,000 | 30 |
| Personal trust and agency accounts, managed assets | $4,250,070,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $467,989,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $345,522,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $768,684,000 | 31 |
| Corporate trust and agency accounts, managed assets | $661,516,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $6,463,577,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,167,513,000 | 15 |
| Other fiduciary accounts, managed assets | $3,325,000 | 69 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $613,680,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,242,531,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $163,283,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,561,987,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,241,989,000 | 21 |
| Other retirement accounts, non-managed assets | $626,532,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $11,183,767,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $207,572,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,231,731,000 | 5 |
| Other fiduciary accounts, non-managed assets | $25,670,000 | 42 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,724,478,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $191,676,000 | 35 |
| 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 | $40,369,554,000 | 29 |
| Managed Assets ($) | $15,193,307,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,088,958,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $424,090,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $278,811,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $737,479,000 | 30 |
| Corporate trust and agency accounts, managed assets | $1,070,361,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,452,532,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,135,687,000 | 15 |
| Other fiduciary accounts, managed assets | $5,389,000 | 58 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $595,279,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,176,247,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $264,867,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,459,851,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,149,146,000 | 21 |
| Other retirement accounts, non-managed assets | $626,278,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $11,043,167,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $454,757,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,130,854,000 | 5 |
| Other fiduciary accounts, non-managed assets | $47,327,000 | 37 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,388,391,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $194,162,000 | 33 |
| 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 | $37,918,624,000 | 29 |
| Managed Assets ($) | $14,226,844,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,898,151,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $282,597,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $223,785,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $918,417,000 | 27 |
| Corporate trust and agency accounts, managed assets | $687,575,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $6,259,924,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,876,559,000 | 16 |
| Other fiduciary accounts, managed assets | $79,836,000 | 27 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $463,412,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,046,412,000 | 17 |
| Non-managed Assets ($) | $23,691,780,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $193,446,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,771,738,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,498,529,000 | 23 |
| Other retirement accounts, non-managed assets | $795,746,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $11,215,364,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $406,666,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,787,510,000 | 5 |
| Other fiduciary accounts, non-managed assets | $22,781,000 | 46 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $22,323,677,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $190,004,000 | 36 |
| 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 | $37,421,717,000 | 29 |
| Managed Assets ($) | $14,256,866,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,859,774,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $259,311,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $219,667,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $696,033,000 | 30 |
| Corporate trust and agency accounts, managed assets | $732,710,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $6,590,345,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,889,820,000 | 15 |
| Other fiduciary accounts, managed assets | $9,206,000 | 48 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $583,096,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,164,851,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $178,919,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,658,020,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,615,252,000 | 22 |
| Other retirement accounts, non-managed assets | $707,703,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $10,913,344,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $229,125,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,808,627,000 | 6 |
| Other fiduciary accounts, non-managed assets | $53,861,000 | 35 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $22,878,739,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $198,316,000 | 32 |
| 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 | $36,312,102,000 | 28 |
| Managed Assets ($) | $13,935,411,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,794,715,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $83,649,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $230,470,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $660,465,000 | 30 |
| Corporate trust and agency accounts, managed assets | $769,430,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,548,081,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,842,081,000 | 15 |
| Other fiduciary accounts, managed assets | $6,520,000 | 56 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $558,760,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,376,691,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $170,167,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,564,530,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,458,261,000 | 22 |
| Other retirement accounts, non-managed assets | $743,106,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $10,376,741,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $271,993,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,776,438,000 | 6 |
| Other fiduciary accounts, non-managed assets | $15,455,000 | 44 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $22,121,599,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $190,303,000 | 32 |
| 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 | $35,460,077,000 | 29 |
| Managed Assets ($) | $13,847,023,000 | 28 |
| Personal trust and agency accounts, managed assets | $3,811,424,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $95,720,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $232,870,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $654,173,000 | 28 |
| Corporate trust and agency accounts, managed assets | $822,300,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,391,128,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,832,906,000 | 15 |
| Other fiduciary accounts, managed assets | $6,502,000 | 56 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $552,557,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,613,054,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $134,035,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,440,989,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,441,338,000 | 22 |
| Other retirement accounts, non-managed assets | $739,470,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $9,841,198,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $253,002,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,747,395,000 | 6 |
| Other fiduciary accounts, non-managed assets | $15,627,000 | 43 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,888,074,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $202,581,000 | 33 |
| 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 | $34,949,194,000 | 27 |
| Managed Assets ($) | $14,012,350,000 | 27 |
| Personal trust and agency accounts, managed assets | $3,784,531,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $76,922,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $240,465,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $661,653,000 | 27 |
| Corporate trust and agency accounts, managed assets | $1,085,404,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,274,112,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,882,765,000 | 14 |
| Other fiduciary accounts, managed assets | $6,498,000 | 76 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $555,755,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,047,560,000 | 16 |
| Non-managed Assets ($) | $20,936,844,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $139,157,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,446,116,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,430,440,000 | 21 |
| Other retirement accounts, non-managed assets | $685,723,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $9,208,467,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $276,499,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,734,594,000 | 6 |
| Other fiduciary accounts, non-managed assets | $15,848,000 | 52 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,897,887,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $212,898,000 | 36 |
| 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 | $34,454,884,000 | 27 |
| Managed Assets ($) | $14,027,771,000 | 27 |
| Personal trust and agency accounts, managed assets | $3,643,806,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $86,252,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $219,323,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $649,064,000 | 27 |
| Corporate trust and agency accounts, managed assets | $1,145,097,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $6,468,983,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,808,964,000 | 15 |
| Other fiduciary accounts, managed assets | $6,282,000 | 60 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $562,638,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,427,113,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $137,122,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,235,417,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,382,425,000 | 22 |
| Other retirement accounts, non-managed assets | $693,742,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $8,881,274,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $262,876,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,817,362,000 | 6 |
| Other fiduciary accounts, non-managed assets | $16,895,000 | 46 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,619,795,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $253,802,000 | 32 |
| 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 | $35,300,162,000 | 27 |
| Managed Assets ($) | $15,170,488,000 | 28 |
| Personal trust and agency accounts, managed assets | $3,786,431,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $85,240,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $235,762,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $685,088,000 | 28 |
| Corporate trust and agency accounts, managed assets | $1,564,614,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $6,856,695,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,953,591,000 | 14 |
| Other fiduciary accounts, managed assets | $3,067,000 | 74 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $597,412,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,129,674,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $143,987,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,615,673,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,481,364,000 | 22 |
| Other retirement accounts, non-managed assets | $696,885,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $7,928,666,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $244,676,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,002,524,000 | 6 |
| Other fiduciary accounts, non-managed assets | $15,899,000 | 45 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,250,794,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $268,281,000 | 31 |
| 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 | $34,069,325,000 | 28 |
| Managed Assets ($) | $15,197,567,000 | 28 |
| Personal trust and agency accounts, managed assets | $3,751,300,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $83,645,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $201,288,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $677,721,000 | 30 |
| Corporate trust and agency accounts, managed assets | $1,624,787,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,878,185,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,977,521,000 | 15 |
| Other fiduciary accounts, managed assets | $3,120,000 | 74 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $593,098,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,871,758,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $148,334,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,563,894,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,571,095,000 | 23 |
| Other retirement accounts, non-managed assets | $695,669,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $6,638,644,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $264,571,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,971,013,000 | 6 |
| Other fiduciary accounts, non-managed assets | $18,538,000 | 45 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,549,201,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $229,130,000 | 36 |
| 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 | $32,673,210,000 | 27 |
| Managed Assets ($) | $14,644,494,000 | 28 |
| Personal trust and agency accounts, managed assets | $3,700,355,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $79,828,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $202,475,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $657,902,000 | 30 |
| Corporate trust and agency accounts, managed assets | $1,700,039,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $6,337,456,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,963,462,000 | 15 |
| Other fiduciary accounts, managed assets | $2,977,000 | 102 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $574,990,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $940,317,000 | 17 |
| Non-managed Assets ($) | $18,028,716,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $148,815,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,447,955,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,475,082,000 | 23 |
| Other retirement accounts, non-managed assets | $669,202,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $5,925,267,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $379,676,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,963,526,000 | 6 |
| Other fiduciary accounts, non-managed assets | $19,193,000 | 46 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,339,449,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $226,198,000 | 38 |
| 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 | $30,697,494,000 | 29 |
| Managed Assets ($) | $14,586,937,000 | 28 |
| Personal trust and agency accounts, managed assets | $3,666,697,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $82,636,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $221,432,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $634,639,000 | 31 |
| Corporate trust and agency accounts, managed assets | $1,628,234,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $6,219,366,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $2,133,884,000 | 13 |
| Other fiduciary accounts, managed assets | $49,000 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $555,394,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,110,557,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $116,648,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,235,783,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,475,388,000 | 24 |
| Other retirement accounts, non-managed assets | $673,440,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $4,553,567,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $247,678,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,783,396,000 | 6 |
| Other fiduciary accounts, non-managed assets | $24,657,000 | 41 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,293,351,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $234,725,000 | 35 |
| 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 | $29,612,771,000 | 30 |
| Managed Assets ($) | $14,124,496,000 | 28 |
| Personal trust and agency accounts, managed assets | $3,680,567,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $85,298,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $220,837,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $640,502,000 | 30 |
| Corporate trust and agency accounts, managed assets | $1,163,440,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,175,992,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,157,860,000 | 13 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $549,763,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,488,275,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $111,575,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,177,150,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,453,480,000 | 24 |
| Other retirement accounts, non-managed assets | $659,388,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $3,934,715,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $271,852,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,878,265,000 | 8 |
| Other fiduciary accounts, non-managed assets | $1,850,000 | 69 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,728,134,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $239,039,000 | 35 |
| 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 | $29,549,932,000 | 31 |
| Managed Assets ($) | $13,467,695,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,574,609,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $76,941,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $219,941,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $610,381,000 | 30 |
| Corporate trust and agency accounts, managed assets | $1,137,312,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $5,757,121,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $2,091,135,000 | 14 |
| Other fiduciary accounts, managed assets | $255,000 | 97 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $394,576,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,082,237,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $97,314,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,008,215,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,373,893,000 | 25 |
| Other retirement accounts, non-managed assets | $649,230,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $4,870,020,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $273,104,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,808,246,000 | 8 |
| Other fiduciary accounts, non-managed assets | $2,215,000 | 68 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,392,315,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $207,314,000 | 38 |
| 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 | $28,408,666,000 | 31 |
| Managed Assets ($) | $12,752,460,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,361,671,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $64,574,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $217,042,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $473,618,000 | 33 |
| Corporate trust and agency accounts, managed assets | $1,194,616,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $5,323,754,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $2,117,185,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $384,375,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,735,300,000 | 10 |
| Non-managed Assets ($) | $15,656,206,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $76,035,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,953,950,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,303,622,000 | 25 |
| Other retirement accounts, non-managed assets | $605,904,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $4,687,777,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $244,234,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,782,622,000 | 8 |
| Other fiduciary accounts, non-managed assets | $2,062,000 | 84 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $17,832,656,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $252,800,000 | 36 |
| 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 | $27,553,496,000 | 32 |
| Managed Assets ($) | $12,144,305,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,177,278,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $128,123,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $178,820,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $447,640,000 | 33 |
| Corporate trust and agency accounts, managed assets | $1,244,587,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $4,930,640,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $2,037,217,000 | 13 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $361,747,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,409,191,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $73,728,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,159,785,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,166,747,000 | 25 |
| Other retirement accounts, non-managed assets | $567,036,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $4,538,714,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $214,908,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,686,193,000 | 8 |
| Other fiduciary accounts, non-managed assets | $2,080,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $17,715,197,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $190,352,000 | 40 |
| 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 | $26,332,393,000 | 32 |
| Managed Assets ($) | $11,580,842,000 | 33 |
| Personal trust and agency accounts, managed assets | $2,992,557,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $118,262,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $173,281,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $420,941,000 | 33 |
| Corporate trust and agency accounts, managed assets | $1,229,167,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $4,661,278,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,985,356,000 | 13 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $339,453,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,751,551,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $69,551,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,865,756,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,982,716,000 | 25 |
| Other retirement accounts, non-managed assets | $529,195,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $4,482,622,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $210,018,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,609,422,000 | 9 |
| Other fiduciary accounts, non-managed assets | $2,271,000 | 61 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $17,696,710,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $167,417,000 | 45 |
| 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 | $25,650,867,000 | 32 |
| Managed Assets ($) | $11,608,502,000 | 32 |
| Personal trust and agency accounts, managed assets | $3,008,515,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $117,007,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $172,443,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $405,975,000 | 34 |
| Corporate trust and agency accounts, managed assets | $1,272,283,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $4,643,325,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,988,939,000 | 13 |
| Other fiduciary accounts, managed assets | $15,000 | 106 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $325,341,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,042,365,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $79,730,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,798,360,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,008,663,000 | 25 |
| Other retirement accounts, non-managed assets | $533,275,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $3,910,152,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $134,454,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,575,412,000 | 9 |
| Other fiduciary accounts, non-managed assets | $2,319,000 | 59 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $17,615,624,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $166,776,000 | 43 |
| 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 | $24,169,216,000 | 32 |
| Managed Assets ($) | $10,981,353,000 | 33 |
| Personal trust and agency accounts, managed assets | $2,825,633,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $110,958,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $165,523,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $387,214,000 | 34 |
| Corporate trust and agency accounts, managed assets | $1,215,095,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $4,353,764,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,923,092,000 | 13 |
| Other fiduciary accounts, managed assets | $74,000 | 190 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $306,348,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,585,555,000 | 10 |
| Non-managed Assets ($) | $13,187,863,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $62,788,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,467,769,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,861,470,000 | 24 |
| Other retirement accounts, non-managed assets | $506,729,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $3,662,556,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $130,348,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,494,986,000 | 9 |
| Other fiduciary accounts, non-managed assets | $1,217,000 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $17,261,566,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $162,560,000 | 43 |
| 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 | $23,619,651,000 | 32 |
| Managed Assets ($) | $10,946,350,000 | 32 |
| Personal trust and agency accounts, managed assets | $2,776,402,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $102,283,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $164,382,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $395,444,000 | 33 |
| Corporate trust and agency accounts, managed assets | $1,345,410,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $4,258,735,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,903,688,000 | 14 |
| Other fiduciary accounts, managed assets | $6,000 | 106 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $315,946,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,673,301,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $62,713,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,432,622,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,822,354,000 | 24 |
| Other retirement accounts, non-managed assets | $506,805,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $3,246,065,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $135,893,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,466,032,000 | 7 |
| Other fiduciary accounts, non-managed assets | $817,000 | 66 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,513,504,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $169,740,000 | 39 |
| 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 | $22,905,458,000 | 32 |
| Managed Assets ($) | $10,225,038,000 | 33 |
| Personal trust and agency accounts, managed assets | $2,723,985,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $98,419,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $158,678,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $386,788,000 | 32 |
| Corporate trust and agency accounts, managed assets | $1,193,939,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $3,810,800,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,852,421,000 | 14 |
| Other fiduciary accounts, managed assets | $8,000 | 105 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $308,365,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,680,420,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $56,853,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,276,519,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,660,070,000 | 24 |
| Other retirement accounts, non-managed assets | $481,049,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $3,601,678,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $115,673,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,487,776,000 | 7 |
| Other fiduciary accounts, non-managed assets | $802,000 | 67 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,612,094,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $160,858,000 | 39 |
| 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 | $23,546,801,000 | 31 |
| Managed Assets ($) | $10,351,742,000 | 33 |
| Personal trust and agency accounts, managed assets | $2,772,720,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $851,327,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $162,486,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $383,814,000 | 33 |
| Corporate trust and agency accounts, managed assets | $1,141,519,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $3,139,425,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,900,425,000 | 14 |
| Other fiduciary accounts, managed assets | $26,000 | 104 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $308,516,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,195,059,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $45,952,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,410,820,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,715,954,000 | 23 |
| Other retirement accounts, non-managed assets | $483,331,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $3,627,887,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $315,799,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,593,988,000 | 6 |
| Other fiduciary accounts, non-managed assets | $1,328,000 | 62 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $16,254,473,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $166,682,000 | 38 |
| 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 | $22,600,348,000 | 32 |
| Managed Assets ($) | $9,916,322,000 | 32 |
| Personal trust and agency accounts, managed assets | $2,708,144,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $798,535,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $154,331,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $355,490,000 | 32 |
| Corporate trust and agency accounts, managed assets | $1,129,980,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $2,954,984,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,814,853,000 | 13 |
| Other fiduciary accounts, managed assets | $5,000 | 216 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $292,738,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,850,306,000 | 8 |
| Non-managed Assets ($) | $12,684,026,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $42,318,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,047,928,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,554,425,000 | 23 |
| Other retirement accounts, non-managed assets | $454,215,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $3,786,280,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $293,905,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,503,916,000 | 6 |
| Other fiduciary accounts, non-managed assets | $1,039,000 | 102 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,578,983,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $160,165,000 | 39 |
| 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 | $20,925,115,000 | 34 |
| Managed Assets ($) | $9,167,945,000 | 34 |
| Personal trust and agency accounts, managed assets | $2,536,199,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $731,670,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $146,634,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $336,607,000 | 34 |
| Corporate trust and agency accounts, managed assets | $1,019,135,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $2,670,019,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,727,674,000 | 12 |
| Other fiduciary accounts, managed assets | $7,000 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $277,245,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,757,170,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $38,885,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,853,173,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,379,281,000 | 24 |
| Other retirement accounts, non-managed assets | $540,224,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $3,223,469,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $418,900,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,301,971,000 | 5 |
| Other fiduciary accounts, non-managed assets | $1,267,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,825,520,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $159,575,000 | 36 |
| 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 | $22,138,570,000 | 35 |
| Managed Assets ($) | $9,687,621,000 | 35 |
| Personal trust and agency accounts, managed assets | $2,737,285,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $755,236,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $158,530,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $366,095,000 | 35 |
| Corporate trust and agency accounts, managed assets | $952,073,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $2,803,414,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,914,982,000 | 12 |
| Other fiduciary accounts, managed assets | $6,000 | 104 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $303,538,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,450,949,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $60,432,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,354,554,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,578,141,000 | 24 |
| Other retirement accounts, non-managed assets | $595,695,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $3,154,260,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $158,429,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,548,276,000 | 6 |
| Other fiduciary accounts, non-managed assets | $1,162,000 | 64 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,936,886,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $175,120,000 | 34 |
| 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 | $21,850,477,000 | 36 |
| Managed Assets ($) | $9,570,725,000 | 34 |
| Personal trust and agency accounts, managed assets | $2,674,059,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $780,723,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $158,447,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $360,758,000 | 35 |
| Corporate trust and agency accounts, managed assets | $928,719,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $2,801,736,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,866,283,000 | 12 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $301,427,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,279,752,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $36,081,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,316,052,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,553,249,000 | 23 |
| Other retirement accounts, non-managed assets | $595,530,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $3,135,561,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $161,661,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,480,620,000 | 6 |
| Other fiduciary accounts, non-managed assets | $998,000 | 66 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,163,010,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $176,931,000 | 35 |
| 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 | $17,882,895,000 | 39 |
| Managed Assets ($) | $6,736,886,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,272,061,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $339,265,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $142,662,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $233,884,000 | 45 |
| Corporate trust and agency accounts, managed assets | $930,551,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $2,038,771,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $1,779,692,000 | 12 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $172,172,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $637,932,000 | 27 |
| Non-managed Assets ($) | $11,146,009,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $11,957,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,071,095,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,673,524,000 | 23 |
| Other retirement accounts, non-managed assets | $331,543,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $2,753,858,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $112,794,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,190,536,000 | 6 |
| Other fiduciary accounts, non-managed assets | $702,000 | 113 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,003,172,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $13,925,000 | 221 |
| 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 | $16,762,561,000 | 40 |
| Managed Assets ($) | $5,919,345,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,248,321,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $326,487,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $135,678,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $229,410,000 | 45 |
| Corporate trust and agency accounts, managed assets | $343,548,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,929,983,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $1,705,918,000 | 11 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $165,980,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,843,216,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $11,849,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,775,965,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,469,247,000 | 24 |
| Other retirement accounts, non-managed assets | $311,887,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $3,099,093,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $105,937,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,068,403,000 | 6 |
| Other fiduciary accounts, non-managed assets | $835,000 | 69 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,210,391,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $12,353,000 | 151 |
| 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 | $15,809,965,000 | 40 |
| Managed Assets ($) | $5,611,791,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,191,881,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $307,617,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $127,403,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $210,831,000 | 46 |
| Corporate trust and agency accounts, managed assets | $327,902,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $1,771,461,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $1,674,696,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $125,683,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,198,174,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $47,906,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,477,676,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,244,014,000 | 24 |
| Other retirement accounts, non-managed assets | $279,111,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $3,093,332,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $67,519,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $987,873,000 | 5 |
| Other fiduciary accounts, non-managed assets | $743,000 | 72 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,908,751,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $11,233,000 | 158 |
| 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 | $16,488,191,000 | 39 |
| Managed Assets ($) | $5,788,120,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,263,104,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $371,108,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $167,776,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $125,664,000 | 73 |
| Corporate trust and agency accounts, managed assets | $283,058,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $1,785,703,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $1,791,707,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $125,663,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,700,071,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $42,829,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,263,983,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,440,403,000 | 24 |
| Other retirement accounts, non-managed assets | $10,857,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $2,970,702,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $19,065,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $951,399,000 | 6 |
| Other fiduciary accounts, non-managed assets | $833,000 | 75 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,878,035,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $10,857,000 | 164 |
| 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 | $16,115,206,000 | 42 |
| Managed Assets ($) | $5,735,285,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,197,596,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $372,215,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $163,343,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $117,264,000 | 75 |
| Corporate trust and agency accounts, managed assets | $357,594,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $1,749,826,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $1,777,447,000 | 11 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $117,264,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $522,280,000 | 29 |
| Non-managed Assets ($) | $10,379,921,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $15,580,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,063,915,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,305,582,000 | 25 |
| Other retirement accounts, non-managed assets | $13,537,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $2,957,438,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $24,522,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $998,613,000 | 7 |
| Other fiduciary accounts, non-managed assets | $734,000 | 109 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,151,837,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $1,354,000 | 621 |
| 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 | $17,465,433,000 | 39 |
| Managed Assets ($) | $8,522,475,000 | 40 |
| Personal trust and agency accounts, managed assets | $2,677,734,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $670,897,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $159,059,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $115,400,000 | 74 |
| Corporate trust and agency accounts, managed assets | $247,178,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $4,652,207,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,942,958,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $10,083,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,767,912,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,197,143,000 | 25 |
| Other retirement accounts, non-managed assets | $15,042,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $2,952,073,000 | 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 | $705,000 | 92 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,136,161,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,110,664,000 | 38 |
| Managed Assets ($) | $8,796,925,000 | 39 |
| Personal trust and agency accounts, managed assets | $2,562,693,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $632,189,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $143,039,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $94,004,000 | 80 |
| Corporate trust and agency accounts, managed assets | $404,697,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $4,960,303,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,313,739,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $4,984,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,380,237,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,980,606,000 | 25 |
| Other retirement accounts, non-managed assets | $12,534,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $2,934,953,000 | 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 | $425,000 | 95 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,113,622,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,010,113,000 | 37 |
| Managed Assets ($) | $8,900,442,000 | 37 |
| Personal trust and agency accounts, managed assets | $2,434,695,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $529,606,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $131,413,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $85,209,000 | 81 |
| Corporate trust and agency accounts, managed assets | $234,433,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $5,485,086,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,109,671,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $4,875,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,050,472,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,753,530,000 | 24 |
| Other retirement accounts, non-managed assets | $11,235,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $3,288,324,000 | 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 | $1,235,000 | 82 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,847,022,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,490,835,000 | 38 |
| Managed Assets ($) | $9,323,549,000 | 38 |
| Personal trust and agency accounts, managed assets | $2,605,381,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $538,009,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $137,756,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $97,051,000 | 80 |
| Corporate trust and agency accounts, managed assets | $276,969,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $5,668,383,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,167,286,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $6,273,000 | 348 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,140,493,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,864,721,000 | 27 |
| Other retirement accounts, non-managed assets | $10,596,000 | 238 |
| Corporate trust and agency accounts, non-managed assets | $4,144,421,000 | 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 | $782,000 | 154 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,011,234,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $20,059,264,000 | 38 |
| Managed Assets ($) | $10,312,771,000 | 36 |
| Personal trust and agency accounts, managed assets | $2,911,381,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $605,103,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $164,916,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $107,114,000 | 81 |
| Corporate trust and agency accounts, managed assets | $374,371,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $6,149,886,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,746,493,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $10,610,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,702,153,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,094,483,000 | 25 |
| Other retirement accounts, non-managed assets | $12,589,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $3,924,411,000 | 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 | $2,247,000 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,742,141,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $20,868,100,000 | 42 |
| Managed Assets ($) | $10,686,446,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,176,529,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $647,948,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $183,017,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $118,026,000 | 82 |
| Corporate trust and agency accounts, managed assets | $373,822,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $6,187,104,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,181,654,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $7,040,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,150,988,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,339,592,000 | 25 |
| Other retirement accounts, non-managed assets | $13,615,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $3,668,572,000 | 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 | $1,847,000 | 90 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,295,831,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $22,185,015,000 | 38 |
| Managed Assets ($) | $11,524,970,000 | 34 |
| Personal trust and agency accounts, managed assets | $3,211,362,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $687,520,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $195,160,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $121,615,000 | 79 |
| Corporate trust and agency accounts, managed assets | $369,389,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $6,939,924,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,660,045,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $7,078,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,974,315,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,491,183,000 | 24 |
| Other retirement accounts, non-managed assets | $13,709,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $4,172,210,000 | 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 | $1,550,000 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,095,020,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $22,418,519,000 | 39 |
| Managed Assets ($) | $11,470,135,000 | 37 |
| Personal trust and agency accounts, managed assets | $3,574,261,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $696,996,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $202,010,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $119,258,000 | 77 |
| Corporate trust and agency accounts, managed assets | $415,042,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,462,568,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,948,384,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $13,775,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,079,488,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,533,878,000 | 26 |
| Other retirement accounts, non-managed assets | $14,700,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $4,300,517,000 | 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 | $6,026,000 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,422,317,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $21,084,502,000 | 39 |
| Managed Assets ($) | $10,617,585,000 | 40 |
| Personal trust and agency accounts, managed assets | $3,721,870,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $649,618,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $204,314,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $120,300,000 | 76 |
| Corporate trust and agency accounts, managed assets | $388,579,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $5,532,904,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,466,917,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $10,657,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,148,008,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,561,092,000 | 26 |
| Other retirement accounts, non-managed assets | $16,194,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $3,725,398,000 | 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 | $5,568,000 | 76 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,334,576,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $20,691,298,000 | 41 |
| Managed Assets ($) | $10,206,964,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,701,001,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $649,702,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $201,988,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $117,102,000 | 75 |
| Corporate trust and agency accounts, managed assets | $287,100,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $5,250,071,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,484,334,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $11,097,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,088,529,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,551,489,000 | 27 |
| Other retirement accounts, non-managed assets | $17,132,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $3,810,404,000 | 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 | $5,683,000 | 76 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,243,241,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $20,387,098,000 | 42 |
| Managed Assets ($) | $10,244,593,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,527,281,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $579,710,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $199,145,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $109,561,000 | 75 |
| Corporate trust and agency accounts, managed assets | $350,394,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $5,478,502,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,142,505,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $8,048,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,864,171,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,441,705,000 | 27 |
| Other retirement accounts, non-managed assets | $16,958,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $3,810,669,000 | 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 | $954,000 | 84 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,142,872,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,416,728,000 | 40 |
| Managed Assets ($) | $9,751,802,000 | 42 |
| Personal trust and agency accounts, managed assets | $3,525,685,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $536,149,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $201,853,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $102,259,000 | 82 |
| Corporate trust and agency accounts, managed assets | $310,952,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $5,074,904,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,664,926,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $7,508,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,692,509,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,382,094,000 | 27 |
| Other retirement accounts, non-managed assets | $21,731,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $3,560,110,000 | 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 | $974,000 | 136 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,649,395,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,181,503,000 | 44 |
| Managed Assets ($) | $9,051,328,000 | 47 |
| Personal trust and agency accounts, managed assets | $3,334,600,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $515,202,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $205,678,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $94,415,000 | 85 |
| Corporate trust and agency accounts, managed assets | $306,584,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $4,594,849,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,130,175,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $7,869,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,442,221,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,239,041,000 | 28 |
| Other retirement accounts, non-managed assets | $19,380,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $3,420,589,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,075,000 | 82 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,404,820,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,959,104,000 | 44 |
| Managed Assets ($) | $8,696,861,000 | 46 |
| Personal trust and agency accounts, managed assets | $3,198,374,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $493,752,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $202,506,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $90,264,000 | 89 |
| Corporate trust and agency accounts, managed assets | $338,614,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $4,373,351,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,262,243,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $10,227,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,295,745,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,185,528,000 | 29 |
| Other retirement accounts, non-managed assets | $19,920,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $2,749,749,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,074,000 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,936,742,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,225,823,000 | 44 |
| Managed Assets ($) | $8,621,962,000 | 46 |
| Personal trust and agency accounts, managed assets | $3,314,145,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $491,166,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $202,693,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $83,959,000 | 92 |
| Corporate trust and agency accounts, managed assets | $325,598,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $4,203,470,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $931,000 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,603,861,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $166,228,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,348,121,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,256,285,000 | 29 |
| Other retirement accounts, non-managed assets | $14,863,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $2,815,256,000 | 29 |
| 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 | $3,108,000 | 82 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,931,376,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,068,983,000 | 45 |
| Managed Assets ($) | $9,143,148,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,177,844,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $621,272,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $685,812,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $76,483,000 | 94 |
| Corporate trust and agency accounts, managed assets | $377,207,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $4,203,006,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,524,000 | 153 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,925,835,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $146,655,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,311,950,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,665,811,000 | 33 |
| Other retirement accounts, non-managed assets | $17,315,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $2,782,955,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,149,000 | 137 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,585,523,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,536,698,000 | 45 |
| Managed Assets ($) | $8,232,755,000 | 46 |
| Personal trust and agency accounts, managed assets | $3,186,650,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $496,077,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $140,915,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $78,317,000 | 90 |
| Corporate trust and agency accounts, managed assets | $362,185,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $3,967,001,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,610,000 | 94 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,303,943,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $140,746,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,415,052,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,092,967,000 | 29 |
| Other retirement accounts, non-managed assets | $14,525,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $2,637,167,000 | 29 |
| 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 | $3,486,000 | 78 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,298,367,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,913,884,000 | 46 |
| Managed Assets ($) | $7,833,943,000 | 47 |
| Personal trust and agency accounts, managed assets | $3,045,080,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $514,659,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $157,550,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $72,677,000 | 91 |
| Corporate trust and agency accounts, managed assets | $375,011,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $3,667,613,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,353,000 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,079,941,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $141,708,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,253,218,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,021,353,000 | 29 |
| Other retirement accounts, non-managed assets | $15,642,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $2,644,977,000 | 27 |
| 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 | $3,043,000 | 84 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,753,148,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,241,878,000 | 47 |
| Managed Assets ($) | $7,469,395,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,808,936,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $516,379,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $145,935,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $72,047,000 | 93 |
| Corporate trust and agency accounts, managed assets | $421,858,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $3,502,985,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,255,000 | 98 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,772,483,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $132,160,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,122,854,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,020,337,000 | 31 |
| Other retirement accounts, non-managed assets | $15,584,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $2,479,231,000 | 27 |
| 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 | $2,317,000 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,570,807,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,965,582,000 | 48 |
| Managed Assets ($) | $7,382,234,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,791,424,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $478,252,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $367,090,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $62,982,000 | 106 |
| Corporate trust and agency accounts, managed assets | $379,518,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $3,302,015,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $953,000 | 169 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,583,348,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $17,367,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,101,680,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,797,338,000 | 32 |
| Other retirement accounts, non-managed assets | $23,480,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $2,641,520,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,963,000 | 127 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,228,601,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,118,906,000 | 49 |
| Managed Assets ($) | $7,117,953,000 | 49 |
| Personal trust and agency accounts, managed assets | $2,658,635,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $486,400,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $343,879,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $66,129,000 | 97 |
| Corporate trust and agency accounts, managed assets | $386,626,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $3,175,577,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $707,000 | 98 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,000,953,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $16,304,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,834,067,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,596,688,000 | 33 |
| Other retirement accounts, non-managed assets | $16,281,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $2,535,044,000 | 29 |
| 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 | $2,569,000 | 84 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,985,931,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,907,760,000 | 50 |
| Managed Assets ($) | $6,964,935,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,620,951,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $456,712,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $346,125,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $63,167,000 | 99 |
| Corporate trust and agency accounts, managed assets | $364,130,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $3,113,411,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $439,000 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,942,825,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $18,161,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,825,666,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,602,605,000 | 34 |
| Other retirement accounts, non-managed assets | $16,367,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $2,477,910,000 | 29 |
| 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 | $2,116,000 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,916,558,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,836,912,000 | 50 |
| Managed Assets ($) | $6,963,950,000 | 52 |
| Personal trust and agency accounts, managed assets | $2,626,856,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $425,870,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $355,810,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $61,898,000 | 101 |
| Corporate trust and agency accounts, managed assets | $369,269,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $3,123,717,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $530,000 | 101 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,872,962,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $18,264,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,673,962,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,615,096,000 | 34 |
| Other retirement accounts, non-managed assets | $16,921,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $2,547,351,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,368,000 | 90 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,665,286,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,064,529,000 | 50 |
| Managed Assets ($) | $7,198,367,000 | 52 |
| Personal trust and agency accounts, managed assets | $2,593,816,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $421,652,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $294,197,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $62,995,000 | 101 |
| Corporate trust and agency accounts, managed assets | $400,349,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $3,424,386,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $972,000 | 193 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,866,162,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $17,987,000 | 237 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,600,694,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,737,687,000 | 33 |
| Other retirement accounts, non-managed assets | $20,327,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $2,487,806,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,661,000 | 144 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,483,297,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,770,779,000 | 53 |
| Managed Assets ($) | $6,477,763,000 | 55 |
| Personal trust and agency accounts, managed assets | $2,428,595,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $498,912,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $261,842,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $60,555,000 | 105 |
| Corporate trust and agency accounts, managed assets | $357,942,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $2,868,949,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $968,000 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,293,016,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $16,651,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,402,170,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,607,490,000 | 33 |
| Other retirement accounts, non-managed assets | $19,616,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $2,245,763,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,326,000 | 110 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,125,532,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,624,756,000 | 54 |
| Managed Assets ($) | $6,521,283,000 | 54 |
| Personal trust and agency accounts, managed assets | $2,386,416,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $453,966,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $257,040,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $59,946,000 | 102 |
| Corporate trust and agency accounts, managed assets | $385,331,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $2,977,902,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $682,000 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,103,473,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $18,065,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,346,799,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,439,271,000 | 34 |
| Other retirement accounts, non-managed assets | $18,543,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $2,279,366,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,429,000 | 113 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,112,041,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,761,952,000 | 56 |
| Managed Assets ($) | $5,998,935,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,202,172,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $425,944,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $237,835,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $49,513,000 | 115 |
| Corporate trust and agency accounts, managed assets | $327,912,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $2,755,101,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $458,000 | 135 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,763,017,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $18,438,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,086,772,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,281,498,000 | 34 |
| Other retirement accounts, non-managed assets | $18,266,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $2,356,967,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,076,000 | 112 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,724,418,000 | 81 |
| 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 | $11,803,704,000 | 59 |
| Managed Assets ($) | $8,371,982,000 | 41 |
| Personal trust and agency accounts, managed assets | $2,262,541,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $398,037,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $237,846,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $50,350,000 | 115 |
| Corporate trust and agency accounts, managed assets | $2,734,739,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $2,687,786,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $683,000 | 214 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,431,722,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $20,449,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,054,368,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,335,650,000 | 37 |
| Other retirement accounts, non-managed assets | $18,883,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $1,217,000 | 254 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,155,000 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,681,334,000 | 83 |
| 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 | $12,948,723,000 | 55 |
| Managed Assets ($) | $7,779,365,000 | 46 |
| Personal trust and agency accounts, managed assets | $2,488,904,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $434,746,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $172,642,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $70,569,000 | 102 |
| Corporate trust and agency accounts, managed assets | $1,901,050,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $2,710,046,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,408,000 | 178 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,169,358,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $51,378,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,999,478,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,740,465,000 | 32 |
| Other retirement accounts, non-managed assets | $38,230,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $1,335,682,000 | 51 |
| 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 | $4,125,000 | 114 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,775,494,000 | 77 |
| 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 |
