Home > First-Citizens Bank & Trust Company > Total Fiduciary and Related Assets
First-Citizens Bank & Trust Company, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,578,345,000 | 56 |
| Managed Assets ($) | $15,561,635,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,820,789,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,223,276,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $2,080,907,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $867,641,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $5,509,834,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $2,059,188,000 | 20 |
| 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 | $812,982,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $2,016,710,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $221,751,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,168,380,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $397,000 | 128 |
| Other retirement accounts, non-managed assets | $48,864,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $538,845,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,473,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,735,449,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $30,682,000 | 140 |
| 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 | $16,250,240,000 | 58 |
| Managed Assets ($) | $14,398,040,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,816,613,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,767,462,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,902,992,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $775,942,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,302,488,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,832,543,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $722,214,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,852,200,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $226,621,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,063,067,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $396,000 | 108 |
| Other retirement accounts, non-managed assets | $47,573,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $478,769,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,774,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,438,936,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $29,657,000 | 106 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,569,903,000 | 56 |
| Managed Assets ($) | $14,695,182,000 | 36 |
| Personal trust and agency accounts, managed assets | $2,006,869,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,002,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $1,980,047,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $793,990,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $7,803,374,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,873,900,000 | 21 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $734,467,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,874,721,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $265,808,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $373,833,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $395,000 | 112 |
| Other retirement accounts, non-managed assets | $48,105,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,155,073,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,507,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,224,972,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $29,911,000 | 119 |
| 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 | $15,769,199,000 | 63 |
| Managed Assets ($) | $14,016,828,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,996,076,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,623,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $1,937,501,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $751,555,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $7,441,752,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,670,321,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $685,281,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,752,371,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $253,706,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $363,773,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $360,000 | 113 |
| Other retirement accounts, non-managed assets | $46,157,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $1,059,550,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,825,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,397,037,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $27,821,000 | 114 |
| 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 | $13,410,897,000 | 68 |
| Managed Assets ($) | $10,874,928,000 | 47 |
| Personal trust and agency accounts, managed assets | $855,490,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,479,867,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,856,583,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $680,550,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $4,448,433,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $1,554,005,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $635,837,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $2,535,969,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $168,001,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,968,181,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $251,000 | 136 |
| Other retirement accounts, non-managed assets | $41,289,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $334,589,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,658,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,374,256,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $22,999,000 | 172 |
| 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 | $12,738,460,000 | 67 |
| Managed Assets ($) | $10,367,324,000 | 48 |
| Personal trust and agency accounts, managed assets | $805,880,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,458,750,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,824,179,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $634,197,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,244,954,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $1,399,364,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $591,637,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,371,136,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $161,232,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,838,687,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $250,000 | 118 |
| Other retirement accounts, non-managed assets | $39,835,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $305,181,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,951,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,999,092,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $21,370,000 | 134 |
| 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 | $12,534,395,000 | 57 |
| Managed Assets ($) | $9,952,445,000 | 42 |
| Personal trust and agency accounts, managed assets | $2,017,089,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,922,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $1,575,102,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $634,412,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $4,039,266,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $1,505,654,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $590,582,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,581,950,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $214,962,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $355,670,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $272,000 | 111 |
| Other retirement accounts, non-managed assets | $40,982,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,946,071,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,993,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,122,290,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $23,948,000 | 130 |
| 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 | $12,014,626,000 | 59 |
| Managed Assets ($) | $10,371,645,000 | 42 |
| Personal trust and agency accounts, managed assets | $2,201,864,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,223,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $1,790,450,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $700,148,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $3,793,989,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $1,682,971,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $663,753,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,642,981,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $231,926,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $404,029,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,000 | 107 |
| Other retirement accounts, non-managed assets | $43,929,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $938,855,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,116,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,550,193,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $26,653,000 | 120 |
| 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 | $12,403,874,000 | 57 |
| Managed Assets ($) | $10,704,046,000 | 41 |
| Personal trust and agency accounts, managed assets | $2,293,994,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,360,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $1,924,741,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $733,345,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $3,737,317,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $1,803,289,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $695,002,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,699,828,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $247,270,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $432,440,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,093,000 | 122 |
| Other retirement accounts, non-managed assets | $46,506,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $945,550,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,969,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,291,650,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,803,000 | 153 |
| 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 | $11,928,561,000 | 57 |
| Managed Assets ($) | $10,162,239,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,078,373,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,883,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $1,870,787,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $692,657,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $4,577,902,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,750,637,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $654,076,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,766,322,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $177,102,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $424,223,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,258,000 | 66 |
| Other retirement accounts, non-managed assets | $47,581,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $1,007,547,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,611,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,679,111,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,742,000 | 116 |
| 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 | $11,794,257,000 | 56 |
| Managed Assets ($) | $10,048,621,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,038,515,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,303,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $1,901,369,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $659,568,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,517,242,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,738,624,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $620,119,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,745,636,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $173,188,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $430,749,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,244,000 | 66 |
| Other retirement accounts, non-managed assets | $49,567,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $975,649,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,239,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,439,428,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $30,542,000 | 124 |
| 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 | $11,304,880,000 | 56 |
| Managed Assets ($) | $9,730,324,000 | 42 |
| Personal trust and agency accounts, managed assets | $989,231,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,522,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $1,909,764,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $602,513,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $4,359,971,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,684,323,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $564,899,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,574,556,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $164,807,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $410,877,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $168,000 | 111 |
| Other retirement accounts, non-managed assets | $48,508,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $919,817,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,379,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,292,004,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,159,000 | 115 |
| 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 | $11,512,236,000 | 56 |
| Managed Assets ($) | $9,245,943,000 | 44 |
| Personal trust and agency accounts, managed assets | $935,093,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,777,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $1,772,027,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $573,194,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $4,125,207,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $1,622,645,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $539,362,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $2,266,293,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $130,899,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $424,315,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $791,179,000 | 30 |
| Other retirement accounts, non-managed assets | $48,299,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $847,288,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,313,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,750,813,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,487,000 | 153 |
| 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 | $10,420,565,000 | 55 |
| Managed Assets ($) | $8,351,259,000 | 44 |
| Personal trust and agency accounts, managed assets | $830,503,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,283,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $1,580,506,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $517,443,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,899,164,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,374,360,000 | 19 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $486,952,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,069,306,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $108,532,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $363,641,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $736,466,000 | 30 |
| Other retirement accounts, non-managed assets | $44,349,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $796,036,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,282,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,167,637,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,846,000 | 125 |
| 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 | $9,842,052,000 | 56 |
| Managed Assets ($) | $7,939,990,000 | 44 |
| Personal trust and agency accounts, managed assets | $798,107,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,228,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $1,492,393,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $469,019,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $3,780,668,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,258,575,000 | 21 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $441,630,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,902,062,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $98,889,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $343,601,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $713,656,000 | 31 |
| Other retirement accounts, non-managed assets | $38,459,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $677,711,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,746,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,985,324,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,407,000 | 149 |
| 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 | $8,950,677,000 | 56 |
| Managed Assets ($) | $7,235,719,000 | 45 |
| Personal trust and agency accounts, managed assets | $736,642,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,369,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $1,286,760,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $401,949,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,622,100,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,059,899,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $377,630,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,714,958,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $93,900,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $299,775,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $643,793,000 | 32 |
| Other retirement accounts, non-managed assets | $34,663,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $614,649,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,178,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,246,775,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,490,000 | 142 |
| 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 | $9,764,294,000 | 57 |
| Managed Assets ($) | $7,887,568,000 | 46 |
| Personal trust and agency accounts, managed assets | $855,407,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,427,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $1,437,907,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $476,635,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $3,748,792,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,219,400,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $449,712,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,876,726,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $118,294,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $349,907,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $748,904,000 | 31 |
| Other retirement accounts, non-managed assets | $45,181,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $589,302,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,138,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,403,435,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,489,000 | 156 |
| 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 | $9,503,979,000 | 58 |
| Managed Assets ($) | $7,697,403,000 | 48 |
| Personal trust and agency accounts, managed assets | $849,798,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $145,102,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $1,357,848,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $451,634,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $3,675,699,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $1,217,322,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $425,909,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,806,576,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $109,461,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $382,976,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $714,828,000 | 32 |
| Other retirement accounts, non-managed assets | $44,326,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $528,936,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,049,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,574,904,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,311,000 | 122 |
| 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 | $9,272,566,000 | 58 |
| Managed Assets ($) | $7,489,413,000 | 48 |
| Personal trust and agency accounts, managed assets | $851,186,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,106,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $1,367,079,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $454,267,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $3,481,485,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $1,197,290,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $428,318,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,783,153,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $103,984,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $381,287,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $714,892,000 | 32 |
| Other retirement accounts, non-managed assets | $46,863,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $510,441,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,686,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,651,876,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,888,000 | 132 |
| 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 | $9,153,723,000 | 58 |
| Managed Assets ($) | $7,432,001,000 | 47 |
| Personal trust and agency accounts, managed assets | $809,664,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,233,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $1,336,608,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $445,146,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $3,520,295,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,180,055,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $419,829,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,721,722,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $101,094,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $377,328,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $692,565,000 | 32 |
| Other retirement accounts, non-managed assets | $41,520,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $483,681,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,534,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,867,639,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,180,000 | 146 |
| 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 | $8,525,473,000 | 57 |
| Managed Assets ($) | $6,679,243,000 | 48 |
| Personal trust and agency accounts, managed assets | $759,688,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,921,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $988,421,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $412,716,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $3,297,647,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,080,850,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $388,683,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,846,230,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $103,773,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,286,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $888,132,000 | 32 |
| Other retirement accounts, non-managed assets | $39,864,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $453,952,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,223,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,678,927,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,789,000 | 183 |
| 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 | $9,036,500,000 | 57 |
| Managed Assets ($) | $7,104,724,000 | 48 |
| Personal trust and agency accounts, managed assets | $828,750,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,153,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $1,093,325,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $446,041,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $3,516,710,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,068,745,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $419,830,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,931,776,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $116,918,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $406,230,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $942,001,000 | 32 |
| Other retirement accounts, non-managed assets | $39,523,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $401,251,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,853,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,940,298,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,806,000 | 161 |
| 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 | $8,667,325,000 | 58 |
| Managed Assets ($) | $6,779,962,000 | 47 |
| Personal trust and agency accounts, managed assets | $818,455,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $887,664,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,024,838,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $438,604,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,652,804,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $957,597,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $412,836,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,887,363,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $107,987,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $418,897,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $921,736,000 | 33 |
| Other retirement accounts, non-managed assets | $38,232,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $178,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $373,219,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,114,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,036,139,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,228,000 | 167 |
| 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 | $8,445,402,000 | 59 |
| Managed Assets ($) | $5,928,305,000 | 48 |
| Personal trust and agency accounts, managed assets | $806,646,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,436,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $1,031,889,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $440,925,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $2,597,905,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $941,504,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $414,977,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,517,097,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $89,102,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $423,645,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $922,009,000 | 32 |
| Other retirement accounts, non-managed assets | $37,082,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $177,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,017,756,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,326,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,309,556,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,802,000 | 165 |
| 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 | $8,343,827,000 | 60 |
| Managed Assets ($) | $5,844,183,000 | 49 |
| Personal trust and agency accounts, managed assets | $815,862,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,596,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $1,045,432,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $442,547,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $2,492,001,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $932,745,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $416,264,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $2,499,644,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $93,851,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $435,328,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $930,114,000 | 33 |
| Other retirement accounts, non-managed assets | $40,885,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $177,000 | 177 |
| Investment management and advisory agency accounts, non-managed assets | $970,990,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,299,000 | 56 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,157,273,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,049,000 | 202 |
| 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 | $8,096,874,000 | 61 |
| Managed Assets ($) | $5,784,524,000 | 49 |
| Personal trust and agency accounts, managed assets | $846,553,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $101,061,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $1,002,024,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $424,316,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,509,454,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $901,116,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $399,713,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,312,350,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $59,181,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $473,214,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $887,860,000 | 32 |
| Other retirement accounts, non-managed assets | $37,232,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $176,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $826,565,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,122,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,769,331,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,888,000 | 165 |
| 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 | $7,928,336,000 | 60 |
| Managed Assets ($) | $5,664,642,000 | 49 |
| Personal trust and agency accounts, managed assets | $839,399,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,013,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $977,687,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $406,101,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,455,150,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $886,292,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $381,058,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,263,694,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $48,563,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $484,656,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $860,655,000 | 32 |
| Other retirement accounts, non-managed assets | $37,590,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $176,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $807,973,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,081,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,889,763,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,508,000 | 165 |
| 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 | $7,699,273,000 | 60 |
| Managed Assets ($) | $5,548,342,000 | 49 |
| Personal trust and agency accounts, managed assets | $817,407,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $101,817,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $960,321,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $381,547,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $2,446,412,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $840,838,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $358,293,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,150,931,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $55,909,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $465,499,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $818,830,000 | 33 |
| Other retirement accounts, non-managed assets | $35,243,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $176,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $751,320,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,954,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,083,670,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,962,000 | 167 |
| 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 | $7,310,422,000 | 60 |
| Managed Assets ($) | $5,260,893,000 | 50 |
| Personal trust and agency accounts, managed assets | $808,609,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,674,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $930,250,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $366,351,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $2,274,636,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $795,373,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $343,969,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $2,049,529,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $56,080,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $450,107,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $787,549,000 | 33 |
| Other retirement accounts, non-managed assets | $34,660,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $176,000 | 185 |
| Investment management and advisory agency accounts, non-managed assets | $696,317,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,640,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,819,119,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,717,000 | 228 |
| 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 | $7,275,370,000 | 60 |
| Managed Assets ($) | $5,379,258,000 | 50 |
| Personal trust and agency accounts, managed assets | $819,969,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $242,934,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $878,027,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $377,786,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,274,152,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $786,390,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $355,702,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,896,112,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $55,197,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $311,341,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $789,382,000 | 33 |
| Other retirement accounts, non-managed assets | $34,977,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $176,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $685,196,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,843,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,704,701,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,457,000 | 169 |
| 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 | $7,042,052,000 | 60 |
| Managed Assets ($) | $5,200,879,000 | 50 |
| Personal trust and agency accounts, managed assets | $826,195,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $249,903,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $858,923,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $363,138,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,173,616,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $729,104,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $341,769,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,841,173,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $54,549,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $303,427,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $762,753,000 | 34 |
| Other retirement accounts, non-managed assets | $40,628,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $176,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $657,406,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,234,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,675,216,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,405,000 | 139 |
| 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 | $7,019,384,000 | 61 |
| Managed Assets ($) | $5,036,197,000 | 50 |
| Personal trust and agency accounts, managed assets | $825,386,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,037,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $855,449,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $359,442,000 | 51 |
| Corporate trust and agency accounts, managed assets | $64,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $2,211,089,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $707,730,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $338,390,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,983,187,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $57,080,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $473,901,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $750,039,000 | 33 |
| Other retirement accounts, non-managed assets | $40,897,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $175,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $635,579,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,516,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,961,525,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,171,000 | 129 |
| 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 | $6,926,105,000 | 62 |
| Managed Assets ($) | $4,945,624,000 | 49 |
| Personal trust and agency accounts, managed assets | $834,851,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,287,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $862,045,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $357,599,000 | 49 |
| Corporate trust and agency accounts, managed assets | $72,000 | 157 |
| Investment management and investment advisory agency accounts, managed assets | $2,134,515,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $680,544,000 | 29 |
| Other fiduciary accounts, managed assets | $711,000 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $337,132,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,980,481,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $41,398,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $473,445,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $751,973,000 | 33 |
| Other retirement accounts, non-managed assets | $646,633,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $201,000 | 182 |
| Investment management and advisory agency accounts, non-managed assets | $20,492,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,584,000 | 47 |
| Other fiduciary accounts, non-managed assets | $11,755,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,834,188,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,465,000 | 154 |
| 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 | $6,764,820,000 | 62 |
| Managed Assets ($) | $4,848,338,000 | 49 |
| Personal trust and agency accounts, managed assets | $827,240,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,213,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $806,963,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $350,766,000 | 49 |
| Corporate trust and agency accounts, managed assets | $81,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,124,400,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $657,206,000 | 30 |
| Other fiduciary accounts, managed assets | $469,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $328,335,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,916,482,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $37,527,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $984,929,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $722,872,000 | 32 |
| Other retirement accounts, non-managed assets | $104,803,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $371,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $19,696,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,150,000 | 48 |
| Other fiduciary accounts, non-managed assets | $12,134,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,593,813,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,719,000 | 127 |
| 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 | $7,133,162,000 | 62 |
| Managed Assets ($) | $5,132,042,000 | 51 |
| Personal trust and agency accounts, managed assets | $896,678,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,327,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $854,293,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $384,311,000 | 49 |
| Corporate trust and agency accounts, managed assets | $85,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $2,239,632,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $670,215,000 | 30 |
| Other fiduciary accounts, managed assets | $501,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $358,591,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,001,120,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $40,541,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,049,182,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $779,584,000 | 32 |
| Other retirement accounts, non-managed assets | $64,922,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $19,925,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,456,000 | 47 |
| Other fiduciary accounts, non-managed assets | $10,510,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,731,511,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,591,000 | 123 |
| 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 | $7,353,445,000 | 63 |
| Managed Assets ($) | $5,126,842,000 | 51 |
| Personal trust and agency accounts, managed assets | $917,802,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,610,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $883,136,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $368,683,000 | 50 |
| Corporate trust and agency accounts, managed assets | $4,590,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $2,170,724,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $692,793,000 | 31 |
| Other fiduciary accounts, managed assets | $504,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $349,378,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,226,603,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $39,603,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,265,604,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $807,457,000 | 32 |
| Other retirement accounts, non-managed assets | $54,082,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $228,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $23,880,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,381,000 | 52 |
| Other fiduciary accounts, non-managed assets | $8,368,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,620,766,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $537,677,000 | 26 |
| 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 | $5,747,711,000 | 67 |
| Managed Assets ($) | $3,889,388,000 | 56 |
| Personal trust and agency accounts, managed assets | $830,559,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,658,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $721,422,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $285,931,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,370,258,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $595,560,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $267,089,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,858,323,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $50,467,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $913,944,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $782,806,000 | 32 |
| Other retirement accounts, non-managed assets | $51,513,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $7,090,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $22,082,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,421,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,832,525,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,918,000 | 226 |
| 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 | $5,700,372,000 | 68 |
| Managed Assets ($) | $3,855,424,000 | 56 |
| Personal trust and agency accounts, managed assets | $835,960,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,731,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $708,683,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $285,017,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,360,712,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $581,321,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $266,371,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,844,948,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $42,925,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $936,496,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $768,761,000 | 34 |
| Other retirement accounts, non-managed assets | $45,582,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $20,464,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,720,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,368,911,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,130,000 | 168 |
| 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 | $5,767,564,000 | 67 |
| Managed Assets ($) | $3,867,719,000 | 55 |
| Personal trust and agency accounts, managed assets | $863,858,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,214,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $699,849,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $287,439,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,346,240,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $585,119,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $269,058,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,899,845,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $46,610,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $916,449,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $842,848,000 | 34 |
| Other retirement accounts, non-managed assets | $43,616,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $19,622,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,700,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,402,027,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,467,000 | 169 |
| 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 | $5,576,602,000 | 68 |
| Managed Assets ($) | $3,730,498,000 | 57 |
| Personal trust and agency accounts, managed assets | $841,229,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,594,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $677,765,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $270,277,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,290,488,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $568,145,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $236,109,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,846,104,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $38,288,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $905,244,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $810,473,000 | 35 |
| Other retirement accounts, non-managed assets | $42,502,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $18,750,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,847,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,433,503,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,173,000 | 168 |
| 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 | $5,419,042,000 | 68 |
| Managed Assets ($) | $3,662,990,000 | 56 |
| Personal trust and agency accounts, managed assets | $839,112,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,775,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $668,440,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $269,085,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,265,027,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $541,551,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $252,644,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,756,052,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $41,549,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $892,102,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $731,165,000 | 35 |
| Other retirement accounts, non-managed assets | $43,019,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $19,168,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,049,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,221,192,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,609,000 | 223 |
| 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 | $6,943,516,000 | 61 |
| Managed Assets ($) | $5,222,431,000 | 47 |
| Personal trust and agency accounts, managed assets | $839,972,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,380,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $634,324,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $255,238,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $2,876,153,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $540,364,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $235,813,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,721,085,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $45,723,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $882,026,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $719,039,000 | 35 |
| Other retirement accounts, non-managed assets | $28,840,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $17,331,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,126,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,024,047,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,070,000 | 185 |
| 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 | $6,619,695,000 | 60 |
| Managed Assets ($) | $5,050,292,000 | 47 |
| Personal trust and agency accounts, managed assets | $847,272,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,808,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $613,593,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $241,613,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,749,478,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $516,528,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,446,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,569,403,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $36,431,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $801,410,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $655,214,000 | 36 |
| Other retirement accounts, non-managed assets | $29,457,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $16,981,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,910,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,184,912,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,668,000 | 188 |
| 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 | $6,594,764,000 | 62 |
| Managed Assets ($) | $5,033,804,000 | 48 |
| Personal trust and agency accounts, managed assets | $870,567,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,429,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $619,553,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $239,923,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,708,788,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $512,544,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $224,445,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,560,960,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $36,810,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $803,055,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $651,528,000 | 36 |
| Other retirement accounts, non-managed assets | $22,200,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $17,603,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,764,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,476,160,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,310,000 | 266 |
| 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 | $6,201,809,000 | 61 |
| Managed Assets ($) | $4,750,161,000 | 48 |
| Personal trust and agency accounts, managed assets | $870,601,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,275,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $584,251,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $225,130,000 | 52 |
| Corporate trust and agency accounts, managed assets | $29,314,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $2,456,889,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $505,701,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $209,746,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,451,648,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $32,026,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $764,208,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $604,305,000 | 36 |
| Other retirement accounts, non-managed assets | $19,511,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $12,177,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,421,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,437,230,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,275,000 | 459 |
| 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 | $6,172,370,000 | 61 |
| Managed Assets ($) | $4,752,369,000 | 47 |
| Personal trust and agency accounts, managed assets | $879,724,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $90,415,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $579,630,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $215,139,000 | 52 |
| Corporate trust and agency accounts, managed assets | $29,266,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $2,463,538,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $494,657,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $201,137,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,420,001,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $37,694,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $735,781,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $594,843,000 | 37 |
| Other retirement accounts, non-managed assets | $19,796,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $12,595,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,292,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,971,239,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,700,000 | 247 |
| 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 | $5,924,115,000 | 61 |
| Managed Assets ($) | $4,587,936,000 | 47 |
| Personal trust and agency accounts, managed assets | $948,108,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,648,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $549,999,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $188,247,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $2,310,635,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $505,299,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $187,835,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,336,179,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $58,569,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $680,668,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $569,738,000 | 37 |
| Other retirement accounts, non-managed assets | $4,370,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $2,436,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $11,015,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,383,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,183,104,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,370,000 | 247 |
| 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 | $6,033,160,000 | 61 |
| Managed Assets ($) | $4,644,327,000 | 48 |
| Personal trust and agency accounts, managed assets | $966,218,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,276,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $564,652,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $193,941,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,344,914,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $487,326,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $193,702,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,388,833,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $61,307,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $717,490,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $585,153,000 | 37 |
| Other retirement accounts, non-managed assets | $4,401,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $3,342,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $5,726,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,414,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,224,534,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,401,000 | 250 |
| 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 | $5,553,861,000 | 62 |
| Managed Assets ($) | $4,277,517,000 | 48 |
| Personal trust and agency accounts, managed assets | $938,012,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,034,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $528,031,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $182,263,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $2,095,854,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $447,323,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $181,861,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,276,344,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $56,745,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $653,971,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $536,622,000 | 37 |
| Other retirement accounts, non-managed assets | $4,423,000 | 376 |
| Corporate trust and agency accounts, non-managed assets | $4,285,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $9,382,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,916,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,020,934,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,423,000 | 443 |
| 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 | $5,168,621,000 | 64 |
| Managed Assets ($) | $3,995,752,000 | 50 |
| Personal trust and agency accounts, managed assets | $896,482,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,279,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $494,196,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $175,085,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,913,724,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $433,986,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $173,502,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,172,869,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $53,475,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $604,396,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $491,434,000 | 41 |
| Other retirement accounts, non-managed assets | $4,518,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $883,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $8,658,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,505,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,936,898,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,518,000 | 242 |
| 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 | $5,662,990,000 | 65 |
| Managed Assets ($) | $4,350,613,000 | 52 |
| Personal trust and agency accounts, managed assets | $948,185,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,371,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $536,630,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $188,545,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $2,278,361,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $293,521,000 | 37 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $188,545,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,312,377,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $60,219,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $668,375,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $555,187,000 | 41 |
| Other retirement accounts, non-managed assets | $4,272,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $509,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $16,517,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,298,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,155,814,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,272,000 | 248 |
| 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 | $6,761,301,000 | 63 |
| Managed Assets ($) | $5,474,801,000 | 47 |
| Personal trust and agency accounts, managed assets | $954,562,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,705,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $533,912,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $184,693,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $3,420,981,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $292,948,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $181,810,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,286,500,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $61,760,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $566,840,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $552,340,000 | 40 |
| Other retirement accounts, non-managed assets | $84,110,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $517,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $13,516,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,417,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,574,742,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,806,000 | 243 |
| 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 | $6,471,122,000 | 64 |
| Managed Assets ($) | $5,237,461,000 | 49 |
| Personal trust and agency accounts, managed assets | $947,299,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,324,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $516,126,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $180,885,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $3,238,538,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $273,289,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $175,821,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,233,661,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $60,112,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $520,779,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $531,267,000 | 41 |
| Other retirement accounts, non-managed assets | $100,919,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $619,000 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $12,628,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,337,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,096,681,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,829,000 | 434 |
| 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 | $6,130,543,000 | 64 |
| Managed Assets ($) | $4,910,700,000 | 48 |
| Personal trust and agency accounts, managed assets | $910,465,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,439,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $489,769,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $173,073,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $3,005,818,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $256,136,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,322,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,219,843,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $65,968,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $513,946,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $517,158,000 | 39 |
| Other retirement accounts, non-managed assets | $92,089,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $23,033,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,649,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,830,287,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,240,000 | 231 |
| 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 | $5,886,513,000 | 64 |
| Managed Assets ($) | $4,561,395,000 | 47 |
| Personal trust and agency accounts, managed assets | $872,041,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,575,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $455,363,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $162,584,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $2,754,907,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $231,925,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $158,276,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,325,118,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $63,033,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $453,525,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $473,939,000 | 39 |
| Other retirement accounts, non-managed assets | $63,355,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $251,603,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,663,000 | 45 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,949,997,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,562,000 | 218 |
| 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 | $6,106,479,000 | 62 |
| Managed Assets ($) | $4,655,520,000 | 48 |
| Personal trust and agency accounts, managed assets | $722,655,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,499,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $474,726,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $160,243,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $2,981,805,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $232,592,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $155,695,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,450,959,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $65,085,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $466,336,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $510,530,000 | 38 |
| Other retirement accounts, non-managed assets | $63,947,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $327,052,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,009,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,085,327,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,648,000 | 233 |
| 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 | $6,643,499,000 | 61 |
| Managed Assets ($) | $4,502,515,000 | 49 |
| Personal trust and agency accounts, managed assets | $711,874,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,079,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $460,491,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $148,174,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $2,874,815,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $226,082,000 | 42 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $145,137,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $2,140,984,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $55,871,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $408,341,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $464,459,000 | 41 |
| Other retirement accounts, non-managed assets | $55,993,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $1,148,180,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,140,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,732,793,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,569,000 | 436 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,718,138,000 | 62 |
| Managed Assets ($) | $4,428,364,000 | 51 |
| Personal trust and agency accounts, managed assets | $785,809,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,009,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $446,183,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $135,667,000 | 65 |
| Corporate trust and agency accounts, managed assets | $26,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,983,670,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,289,774,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $74,053,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $407,403,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $440,292,000 | 44 |
| Other retirement accounts, non-managed assets | $54,320,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $1,313,706,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,544,573,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,651,587,000 | 60 |
| Managed Assets ($) | $4,648,312,000 | 51 |
| Personal trust and agency accounts, managed assets | $729,835,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,252,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $399,015,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $113,170,000 | 72 |
| Corporate trust and agency accounts, managed assets | $28,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $3,339,012,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,003,275,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $65,453,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $356,688,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $390,318,000 | 43 |
| Other retirement accounts, non-managed assets | $47,184,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $1,143,632,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,544,573,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,649,414,000 | 62 |
| Managed Assets ($) | $4,035,026,000 | 52 |
| Personal trust and agency accounts, managed assets | $671,058,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,863,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $355,058,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $99,872,000 | 74 |
| Corporate trust and agency accounts, managed assets | $117,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,851,058,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,614,388,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $61,498,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $314,288,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $345,983,000 | 44 |
| Other retirement accounts, non-managed assets | $41,780,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $850,839,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,120,822,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,054,521,000 | 64 |
| Managed Assets ($) | $4,228,521,000 | 52 |
| Personal trust and agency accounts, managed assets | $713,741,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,107,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $346,867,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $104,513,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $3,001,293,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,826,000,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $64,574,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $319,631,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $369,865,000 | 47 |
| Other retirement accounts, non-managed assets | $35,248,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $1,036,682,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,957,584,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,372,402,000 | 64 |
| Managed Assets ($) | $5,046,654,000 | 49 |
| Personal trust and agency accounts, managed assets | $796,751,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,870,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $389,531,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $120,825,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $3,667,677,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,325,748,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $80,170,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $372,475,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $424,028,000 | 47 |
| Other retirement accounts, non-managed assets | $39,510,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $1,409,565,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,070,064,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,090,889,000 | 67 |
| Managed Assets ($) | $6,053,077,000 | 52 |
| Personal trust and agency accounts, managed assets | $844,123,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,042,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $423,411,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $130,555,000 | 76 |
| Corporate trust and agency accounts, managed assets | $30,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $4,573,916,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,037,812,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $80,513,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $401,812,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $462,443,000 | 47 |
| Other retirement accounts, non-managed assets | $38,351,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $1,054,693,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,346,392,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,229,834,000 | 65 |
| Managed Assets ($) | $6,163,004,000 | 50 |
| Personal trust and agency accounts, managed assets | $857,665,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,362,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $428,902,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $130,086,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $4,663,989,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,066,830,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $81,242,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $399,426,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $464,762,000 | 46 |
| Other retirement accounts, non-managed assets | $5,665,000 | 225 |
| Corporate trust and agency accounts, non-managed assets | $1,115,735,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,953,648,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,549,264,000 | 63 |
| Managed Assets ($) | $6,513,603,000 | 50 |
| Personal trust and agency accounts, managed assets | $897,488,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,417,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $454,216,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $136,003,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $4,940,479,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,035,661,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $90,283,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $404,422,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $495,985,000 | 46 |
| Other retirement accounts, non-managed assets | $6,921,000 | 334 |
| Corporate trust and agency accounts, non-managed assets | $1,038,050,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,049,332,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,434,857,000 | 63 |
| Managed Assets ($) | $6,661,679,000 | 50 |
| Personal trust and agency accounts, managed assets | $927,649,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,606,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $447,737,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $131,619,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $5,055,068,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,773,178,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $94,828,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $437,375,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $504,645,000 | 47 |
| Other retirement accounts, non-managed assets | $7,202,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $729,128,000 | 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,920,793,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,331,540,000 | 66 |
| Managed Assets ($) | $6,443,529,000 | 50 |
| Personal trust and agency accounts, managed assets | $901,874,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $97,498,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $444,200,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $124,920,000 | 69 |
| Corporate trust and agency accounts, managed assets | $33,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $4,875,004,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,888,011,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $96,618,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $434,628,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $508,473,000 | 49 |
| Other retirement accounts, non-managed assets | $6,610,000 | 212 |
| Corporate trust and agency accounts, non-managed assets | $841,682,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,971,575,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,228,258,000 | 65 |
| Managed Assets ($) | $6,147,761,000 | 49 |
| Personal trust and agency accounts, managed assets | $879,597,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,057,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $412,421,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $118,036,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $4,644,650,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,080,497,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $100,650,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $416,906,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $488,788,000 | 49 |
| Other retirement accounts, non-managed assets | $6,442,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $1,067,711,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,299,189,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,146,804,000 | 65 |
| Managed Assets ($) | $5,994,083,000 | 49 |
| Personal trust and agency accounts, managed assets | $873,294,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,211,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $405,484,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $110,417,000 | 76 |
| Corporate trust and agency accounts, managed assets | $126,000 | 214 |
| Investment management and investment advisory agency accounts, managed assets | $4,512,551,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,152,721,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $97,482,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $406,430,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $492,283,000 | 49 |
| Other retirement accounts, non-managed assets | $6,705,000 | 339 |
| Corporate trust and agency accounts, non-managed assets | $1,149,821,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,318,464,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,655,268,000 | 69 |
| Managed Assets ($) | $5,653,101,000 | 55 |
| Personal trust and agency accounts, managed assets | $827,939,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,349,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $383,542,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $103,124,000 | 79 |
| Corporate trust and agency accounts, managed assets | $1,437,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $4,249,710,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,002,167,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $91,392,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $379,785,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $462,002,000 | 48 |
| Other retirement accounts, non-managed assets | $6,421,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $1,062,567,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,969,536,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,129,019,000 | 76 |
| Managed Assets ($) | $5,348,155,000 | 59 |
| Personal trust and agency accounts, managed assets | $866,102,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,209,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $373,110,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $93,475,000 | 86 |
| Corporate trust and agency accounts, managed assets | $36,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $3,931,223,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,780,864,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $89,330,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $369,564,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $443,932,000 | 53 |
| Other retirement accounts, non-managed assets | $6,207,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $871,831,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,936,738,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,166,991,000 | 74 |
| Managed Assets ($) | $5,390,363,000 | 59 |
| Personal trust and agency accounts, managed assets | $856,249,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,379,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $353,125,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $88,871,000 | 88 |
| Corporate trust and agency accounts, managed assets | $38,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $4,006,701,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,776,628,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $72,520,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $365,554,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $450,966,000 | 53 |
| Other retirement accounts, non-managed assets | $6,305,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $881,283,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,463,001,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,614,468,000 | 78 |
| Managed Assets ($) | $5,357,175,000 | 60 |
| Personal trust and agency accounts, managed assets | $807,288,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $343,163,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $342,200,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $82,526,000 | 88 |
| Corporate trust and agency accounts, managed assets | $128,000 | 234 |
| Investment management and investment advisory agency accounts, managed assets | $3,781,870,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,257,293,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $73,282,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,747,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $429,047,000 | 54 |
| Other retirement accounts, non-managed assets | $6,720,000 | 333 |
| Corporate trust and agency accounts, non-managed assets | $670,497,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,050,792,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,547,351,000 | 76 |
| Managed Assets ($) | $5,271,923,000 | 60 |
| Personal trust and agency accounts, managed assets | $791,297,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $339,277,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $317,479,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $80,916,000 | 88 |
| Corporate trust and agency accounts, managed assets | $2,905,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $3,740,049,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,275,428,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $73,551,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,458,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $403,040,000 | 55 |
| Other retirement accounts, non-managed assets | $6,901,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $714,478,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,711,280,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,350,350,000 | 76 |
| Managed Assets ($) | $5,040,919,000 | 58 |
| Personal trust and agency accounts, managed assets | $769,037,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,064,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $309,266,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $75,559,000 | 89 |
| Corporate trust and agency accounts, managed assets | $38,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $3,556,955,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,309,431,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $70,384,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,252,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $385,084,000 | 52 |
| Other retirement accounts, non-managed assets | $7,178,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $771,533,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,792,708,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,165,420,000 | 80 |
| Managed Assets ($) | $4,975,611,000 | 61 |
| Personal trust and agency accounts, managed assets | $728,158,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $347,035,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $301,149,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $70,675,000 | 95 |
| Corporate trust and agency accounts, managed assets | $1,576,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $3,527,018,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,189,809,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $87,255,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,177,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $378,783,000 | 54 |
| Other retirement accounts, non-managed assets | $8,080,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $639,514,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,804,480,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,204,464,000 | 80 |
| Managed Assets ($) | $4,939,372,000 | 64 |
| Personal trust and agency accounts, managed assets | $766,282,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $331,319,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $308,197,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $68,165,000 | 100 |
| Corporate trust and agency accounts, managed assets | $125,000 | 236 |
| Investment management and investment advisory agency accounts, managed assets | $3,465,284,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,265,092,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $82,566,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,187,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $380,671,000 | 53 |
| Other retirement accounts, non-managed assets | $7,191,000 | 321 |
| Corporate trust and agency accounts, non-managed assets | $717,061,000 | 47 |
| 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 | $416,000 | 174 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,158,398,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,811,654,000 | 80 |
| Managed Assets ($) | $4,619,442,000 | 63 |
| Personal trust and agency accounts, managed assets | $760,822,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $326,817,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $284,923,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $66,659,000 | 96 |
| Corporate trust and agency accounts, managed assets | $2,873,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $3,177,348,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,192,212,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $67,658,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,069,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $349,710,000 | 55 |
| Other retirement accounts, non-managed assets | $3,676,000 | 246 |
| Corporate trust and agency accounts, non-managed assets | $718,099,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,761,403,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,394,667,000 | 82 |
| Managed Assets ($) | $4,173,551,000 | 66 |
| Personal trust and agency accounts, managed assets | $741,070,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,091,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $265,993,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $66,243,000 | 94 |
| Corporate trust and agency accounts, managed assets | $1,000 | 108 |
| Investment management and investment advisory agency accounts, managed assets | $2,996,153,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,221,116,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $74,730,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,244,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $345,794,000 | 55 |
| Other retirement accounts, non-managed assets | $3,700,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $717,648,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,316,734,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,944,617,000 | 92 |
| Managed Assets ($) | $3,132,003,000 | 76 |
| Personal trust and agency accounts, managed assets | $652,928,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $264,827,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $236,140,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $48,219,000 | 120 |
| Corporate trust and agency accounts, managed assets | $3,920,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,925,969,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $812,614,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $39,242,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,440,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,014,000 | 66 |
| Other retirement accounts, non-managed assets | $3,258,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $518,660,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,274,167,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,882,711,000 | 89 |
| Managed Assets ($) | $3,863,974,000 | 68 |
| Personal trust and agency accounts, managed assets | $704,475,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $349,468,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $240,094,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $30,370,000 | 183 |
| Corporate trust and agency accounts, managed assets | $2,843,000 | 137 |
| Investment management and investment advisory agency accounts, managed assets | $2,536,724,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,018,737,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $44,446,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,375,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,183,000 | 198 |
| Other retirement accounts, non-managed assets | $3,074,000 | 484 |
| Corporate trust and agency accounts, non-managed assets | $697,659,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,253,978,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,857,940,000 | 88 |
| Managed Assets ($) | $3,838,969,000 | 69 |
| Personal trust and agency accounts, managed assets | $701,849,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $362,849,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $226,705,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $30,370,000 | 175 |
| Corporate trust and agency accounts, managed assets | $2,843,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,514,353,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,018,971,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $44,688,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,367,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,183,000 | 171 |
| Other retirement accounts, non-managed assets | $3,074,000 | 273 |
| Corporate trust and agency accounts, non-managed assets | $697,659,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,276,312,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,941,688,000 | 97 |
| Managed Assets ($) | $3,128,944,000 | 75 |
| Personal trust and agency accounts, managed assets | $653,081,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $261,310,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $236,139,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $51,737,000 | 117 |
| Corporate trust and agency accounts, managed assets | $3,920,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $1,922,757,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $812,744,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $39,362,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,431,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,033,000 | 73 |
| Other retirement accounts, non-managed assets | $3,258,000 | 269 |
| Corporate trust and agency accounts, non-managed assets | $518,660,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,277,380,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,929,551,000 | 98 |
| Managed Assets ($) | $3,118,267,000 | 74 |
| Personal trust and agency accounts, managed assets | $650,414,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $262,095,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $239,369,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $48,219,000 | 116 |
| Corporate trust and agency accounts, managed assets | $3,920,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,910,733,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,517,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $811,284,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $37,755,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,578,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,033,000 | 74 |
| Other retirement accounts, non-managed assets | $3,258,000 | 266 |
| Corporate trust and agency accounts, non-managed assets | $518,660,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,289,788,000 | 68 |
| 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 | $3,985,904,000 | 97 |
| Managed Assets ($) | $3,185,523,000 | 73 |
| Personal trust and agency accounts, managed assets | $661,280,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $290,461,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $221,214,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $48,986,000 | 118 |
| Corporate trust and agency accounts, managed assets | $2,393,000 | 173 |
| Investment management and investment advisory agency accounts, managed assets | $1,961,189,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $800,381,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $38,275,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,643,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,502,000 | 76 |
| Other retirement accounts, non-managed assets | $3,683,000 | 421 |
| Corporate trust and agency accounts, non-managed assets | $514,043,000 | 74 |
| 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 | $235,000 | 207 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,969,289,000 | 72 |
| 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 | $4,949,781,000 | 84 |
| Managed Assets ($) | $3,530,705,000 | 68 |
| Personal trust and agency accounts, managed assets | $727,345,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $293,910,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $273,788,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $54,341,000 | 112 |
| Corporate trust and agency accounts, managed assets | $2,487,000 | 156 |
| Investment management and investment advisory agency accounts, managed assets | $2,175,075,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,759,000 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,419,076,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $34,508,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,838,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,094,000 | 66 |
| Other retirement accounts, non-managed assets | $5,329,000 | 357 |
| Corporate trust and agency accounts, non-managed assets | $592,079,000 | 68 |
| 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 | $513,228,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,763,105,000 | 78 |
| 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 |