Home > First Horizon Bank > Total Fiduciary and Related Assets
First Horizon Bank, 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 | $51,602,847,000 | 34 |
| Managed Assets ($) | $19,367,516,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,381,307,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,209,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $163,825,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $567,340,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $13,859,547,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $71,975,000 | 163 |
| Other fiduciary accounts, managed assets | $1,266,313,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $392,146,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $32,235,331,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $398,458,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,874,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,941,201,000 | 25 |
| Other retirement accounts, non-managed assets | $283,157,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $29,375,398,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,763,000 | 69 |
| Other fiduciary accounts, non-managed assets | $12,480,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,819,881,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,370,000 | 119 |
| 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 | $49,165,030,000 | 35 |
| Managed Assets ($) | $18,097,466,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,249,469,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,535,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $151,473,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $539,876,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $12,899,128,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $69,408,000 | 151 |
| Other fiduciary accounts, managed assets | $1,132,577,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $368,435,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,067,564,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $644,775,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,825,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,847,982,000 | 25 |
| Other retirement accounts, non-managed assets | $269,977,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $28,065,114,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,608,000 | 65 |
| Other fiduciary accounts, non-managed assets | $25,283,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,063,975,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,468,000 | 100 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $53,254,338,000 | 35 |
| Managed Assets ($) | $20,067,591,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,408,367,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,006,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $155,606,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $540,554,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $14,693,327,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $71,377,000 | 153 |
| Other fiduciary accounts, managed assets | $1,141,354,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $363,864,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,186,747,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $631,576,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $200,189,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,933,193,000 | 26 |
| Other retirement accounts, non-managed assets | $262,945,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $30,139,515,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,179,000 | 66 |
| Other fiduciary accounts, non-managed assets | $1,150,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,773,845,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,039,000 | 110 |
| 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 | $55,506,337,000 | 36 |
| Managed Assets ($) | $20,759,456,000 | 32 |
| Personal trust and agency accounts, managed assets | $3,638,550,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,079,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $148,874,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $533,587,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $15,228,957,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $70,161,000 | 154 |
| Other fiduciary accounts, managed assets | $1,083,248,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $362,973,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,746,881,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $655,756,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $198,449,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,971,011,000 | 26 |
| Other retirement accounts, non-managed assets | $270,059,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $31,395,329,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,933,000 | 65 |
| Other fiduciary accounts, non-managed assets | $238,344,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,949,040,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,847,000 | 103 |
| 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 | $56,292,984,000 | 34 |
| Managed Assets ($) | $20,766,279,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,406,896,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,159,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $144,506,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $523,814,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $15,539,316,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $69,933,000 | 163 |
| Other fiduciary accounts, managed assets | $1,029,655,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $354,768,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $35,526,705,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $699,817,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,233,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,871,674,000 | 28 |
| Other retirement accounts, non-managed assets | $262,383,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $32,263,838,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,101,000 | 69 |
| Other fiduciary accounts, non-managed assets | $223,659,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,154,613,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,894,000 | 114 |
| 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 | $56,234,903,000 | 33 |
| Managed Assets ($) | $20,746,048,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,598,390,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,480,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $135,341,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $514,577,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $15,409,392,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $66,559,000 | 157 |
| Other fiduciary accounts, managed assets | $965,309,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $346,346,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,488,855,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $363,393,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,141,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,870,982,000 | 29 |
| Other retirement accounts, non-managed assets | $254,392,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $32,541,563,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,386,000 | 67 |
| Other fiduciary accounts, non-managed assets | $262,998,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,490,009,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,046,000 | 96 |
| 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 | $58,584,332,000 | 25 |
| Managed Assets ($) | $21,957,141,000 | 26 |
| Personal trust and agency accounts, managed assets | $3,527,589,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,595,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $142,468,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $544,866,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $16,572,073,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $69,590,000 | 148 |
| Other fiduciary accounts, managed assets | $1,038,960,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $373,633,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,627,191,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $365,824,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,984,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,001,865,000 | 26 |
| Other retirement accounts, non-managed assets | $331,146,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $33,467,668,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,352,000 | 57 |
| Other fiduciary accounts, non-managed assets | $258,352,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,004,185,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $38,046,000 | 100 |
| 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 | $59,881,571,000 | 26 |
| Managed Assets ($) | $22,350,380,000 | 27 |
| Personal trust and agency accounts, managed assets | $3,919,978,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,785,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $156,168,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $593,766,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $16,500,931,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $77,665,000 | 143 |
| Other fiduciary accounts, managed assets | $1,041,087,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $417,292,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,531,191,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $387,401,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $198,979,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,191,759,000 | 26 |
| Other retirement accounts, non-managed assets | $369,122,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $34,118,536,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,392,000 | 55 |
| Other fiduciary accounts, non-managed assets | $245,002,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,666,471,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,187,000 | 89 |
| 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 | $59,700,471,000 | 28 |
| Managed Assets ($) | $23,056,608,000 | 27 |
| Personal trust and agency accounts, managed assets | $4,168,287,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,518,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $166,837,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $635,886,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $16,828,536,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $82,016,000 | 148 |
| Other fiduciary accounts, managed assets | $1,106,528,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $457,302,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $36,643,863,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $397,570,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,105,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,345,478,000 | 26 |
| Other retirement accounts, non-managed assets | $363,699,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $33,095,427,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,660,000 | 57 |
| Other fiduciary accounts, non-managed assets | $223,924,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,080,537,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,872,000 | 104 |
| 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 | $56,614,596,000 | 27 |
| Managed Assets ($) | $22,060,617,000 | 27 |
| Personal trust and agency accounts, managed assets | $4,052,237,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,548,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $160,280,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $621,782,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $16,072,378,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $77,939,000 | 142 |
| Other fiduciary accounts, managed assets | $1,007,453,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $446,290,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,553,979,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $388,817,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $190,158,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,271,092,000 | 26 |
| Other retirement accounts, non-managed assets | $368,023,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $31,074,700,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,929,000 | 51 |
| Other fiduciary accounts, non-managed assets | $240,260,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,470,774,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,064,000 | 85 |
| 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 | $54,394,691,000 | 28 |
| Managed Assets ($) | $20,925,979,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,629,133,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,435,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $158,911,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $625,307,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $15,071,791,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $77,654,000 | 148 |
| Other fiduciary accounts, managed assets | $297,748,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $453,447,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,468,712,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $439,864,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $190,871,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,263,979,000 | 26 |
| Other retirement accounts, non-managed assets | $364,538,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $29,961,320,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,254,000 | 50 |
| Other fiduciary accounts, non-managed assets | $220,886,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,495,575,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $44,660,000 | 97 |
| 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 | $50,694,914,000 | 29 |
| Managed Assets ($) | $19,317,711,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,583,286,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,972,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $151,208,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $613,872,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $13,587,390,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $75,303,000 | 142 |
| Other fiduciary accounts, managed assets | $242,680,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $443,103,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,377,203,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $428,368,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,128,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,194,346,000 | 26 |
| Other retirement accounts, non-managed assets | $326,177,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $27,978,414,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,318,000 | 49 |
| Other fiduciary accounts, non-managed assets | $229,452,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,484,343,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,435,000 | 86 |
| 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 | $47,003,199,000 | 31 |
| Managed Assets ($) | $18,064,308,000 | 30 |
| Personal trust and agency accounts, managed assets | $4,459,727,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,380,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $149,061,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $596,536,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $12,489,708,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $72,554,000 | 148 |
| Other fiduciary accounts, managed assets | $235,342,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $430,159,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $28,938,891,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $424,212,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $175,836,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,192,622,000 | 26 |
| Other retirement accounts, non-managed assets | $316,080,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $25,611,700,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,179,000 | 53 |
| Other fiduciary accounts, non-managed assets | $193,262,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,572,528,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,439,000 | 102 |
| 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 | $44,447,258,000 | 31 |
| Managed Assets ($) | $16,488,524,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,989,156,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,260,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $135,462,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $571,213,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $11,443,333,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $67,043,000 | 139 |
| Other fiduciary accounts, managed assets | $225,057,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $404,716,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,958,734,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $478,974,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,427,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,105,556,000 | 26 |
| Other retirement accounts, non-managed assets | $297,017,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $24,547,425,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,938,000 | 48 |
| Other fiduciary accounts, non-managed assets | $342,397,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,091,846,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $43,188,000 | 83 |
| 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 | $37,524,997,000 | 32 |
| Managed Assets ($) | $13,274,435,000 | 33 |
| Personal trust and agency accounts, managed assets | $1,577,172,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,584,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $128,858,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $339,178,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $10,908,253,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $57,321,000 | 152 |
| Other fiduciary accounts, managed assets | $212,069,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $178,422,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,250,562,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $413,642,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,146,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,984,179,000 | 26 |
| Other retirement accounts, non-managed assets | $288,348,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $21,373,260,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,378,000 | 57 |
| Other fiduciary accounts, non-managed assets | $4,609,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,929,394,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $39,732,000 | 96 |
| 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 | $36,320,335,000 | 32 |
| Managed Assets ($) | $12,708,006,000 | 32 |
| Personal trust and agency accounts, managed assets | $1,364,348,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,462,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $112,632,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $313,594,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $10,670,591,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $50,994,000 | 147 |
| Other fiduciary accounts, managed assets | $149,385,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $156,673,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,612,329,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $398,994,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,506,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,936,597,000 | 24 |
| Other retirement accounts, non-managed assets | $263,768,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $20,831,127,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,731,000 | 59 |
| Other fiduciary accounts, non-managed assets | $4,606,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,567,205,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $36,423,000 | 94 |
| 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 | $35,781,025,000 | 33 |
| Managed Assets ($) | $12,688,675,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,570,273,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,000,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $128,583,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $342,895,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $10,362,839,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $61,093,000 | 149 |
| Other fiduciary accounts, managed assets | $169,992,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $183,856,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $23,092,350,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $425,542,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,259,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,028,087,000 | 25 |
| Other retirement accounts, non-managed assets | $289,607,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $20,156,648,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,614,000 | 64 |
| Other fiduciary accounts, non-managed assets | $4,593,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,610,354,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,433,000 | 94 |
| 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 | $35,952,890,000 | 34 |
| Managed Assets ($) | $12,082,015,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,494,677,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,715,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $122,051,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $344,581,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $9,849,416,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $59,946,000 | 142 |
| Other fiduciary accounts, managed assets | $162,629,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $184,812,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,870,875,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $425,440,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,815,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,021,924,000 | 25 |
| Other retirement accounts, non-managed assets | $277,692,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $20,961,521,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,905,000 | 57 |
| Other fiduciary accounts, non-managed assets | $4,578,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,420,690,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,774,000 | 81 |
| 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 | $35,658,240,000 | 33 |
| Managed Assets ($) | $11,624,535,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,494,436,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,337,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $120,108,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $346,709,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $9,392,545,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $59,079,000 | 145 |
| Other fiduciary accounts, managed assets | $162,321,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $189,521,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,033,705,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $427,815,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,454,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,968,959,000 | 25 |
| Other retirement accounts, non-managed assets | $289,484,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $21,163,493,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,764,000 | 57 |
| Other fiduciary accounts, non-managed assets | $5,736,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,494,912,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $60,328,000 | 70 |
| 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 | $34,019,068,000 | 33 |
| Managed Assets ($) | $11,197,885,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,429,627,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,303,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $115,052,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $350,287,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $9,037,412,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $58,921,000 | 142 |
| Other fiduciary accounts, managed assets | $156,283,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $193,177,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,821,183,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $430,936,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,113,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,872,987,000 | 26 |
| Other retirement accounts, non-managed assets | $277,671,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $20,051,932,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,827,000 | 59 |
| Other fiduciary accounts, non-managed assets | $5,717,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,310,340,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $59,991,000 | 67 |
| 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 | $33,338,128,000 | 32 |
| Managed Assets ($) | $10,766,263,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,329,919,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,675,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $105,744,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $332,755,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $8,752,086,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $54,535,000 | 144 |
| Other fiduciary accounts, managed assets | $145,549,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $180,866,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $22,571,865,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $451,029,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,785,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,810,027,000 | 26 |
| Other retirement accounts, non-managed assets | $267,328,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $19,871,478,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,429,000 | 64 |
| Other fiduciary accounts, non-managed assets | $5,789,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,144,482,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,150,000 | 71 |
| 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 | $33,910,361,000 | 33 |
| Managed Assets ($) | $10,897,737,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,521,154,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,594,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $113,293,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $356,007,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $8,829,641,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $17,513,000 | 227 |
| Other fiduciary accounts, managed assets | $10,535,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $200,342,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,012,624,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $422,390,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,787,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,882,984,000 | 28 |
| Other retirement accounts, non-managed assets | $284,451,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $20,240,465,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,366,000 | 62 |
| Other fiduciary accounts, non-managed assets | $6,181,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,632,237,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,671,000 | 62 |
| 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 | $34,519,928,000 | 32 |
| Managed Assets ($) | $10,923,418,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,508,200,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,886,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $110,100,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $356,074,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $8,868,602,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $17,407,000 | 230 |
| Other fiduciary accounts, managed assets | $11,149,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $200,299,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,596,510,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $415,231,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,434,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,172,805,000 | 26 |
| Other retirement accounts, non-managed assets | $275,053,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $20,553,057,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,764,000 | 62 |
| Other fiduciary accounts, non-managed assets | $6,166,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,332,580,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,475,000 | 63 |
| 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 | $35,498,705,000 | 32 |
| Managed Assets ($) | $11,802,413,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,514,672,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,975,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $108,528,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $355,255,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $9,750,821,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $17,454,000 | 227 |
| Other fiduciary accounts, managed assets | $7,708,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $204,486,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,696,292,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $423,594,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,579,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,202,655,000 | 25 |
| Other retirement accounts, non-managed assets | $270,911,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $20,620,144,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,256,000 | 62 |
| Other fiduciary accounts, non-managed assets | $6,153,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,537,317,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,204,000 | 63 |
| 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 | $36,400,867,000 | 32 |
| Managed Assets ($) | $11,875,795,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,538,083,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,474,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $111,683,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $233,371,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $9,917,894,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $17,617,000 | 251 |
| Other fiduciary accounts, managed assets | $7,673,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $201,495,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $24,525,072,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $416,715,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,220,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,235,963,000 | 26 |
| Other retirement accounts, non-managed assets | $396,067,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $21,302,514,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,450,000 | 64 |
| Other fiduciary accounts, non-managed assets | $6,143,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,981,914,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,198,000 | 62 |
| 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 | $34,713,131,000 | 33 |
| Managed Assets ($) | $11,603,855,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,429,423,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,088,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $107,898,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $201,975,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $9,793,621,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $14,989,000 | 226 |
| Other fiduciary accounts, managed assets | $6,861,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $170,420,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,109,276,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $416,761,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,069,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,211,926,000 | 26 |
| Other retirement accounts, non-managed assets | $387,006,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $19,926,491,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,943,000 | 64 |
| Other fiduciary accounts, non-managed assets | $7,080,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,227,014,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,439,000 | 60 |
| 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 | $34,885,991,000 | 31 |
| Managed Assets ($) | $11,408,974,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,401,309,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,616,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $104,740,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $188,212,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $9,644,484,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $14,931,000 | 225 |
| Other fiduciary accounts, managed assets | $6,682,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $157,108,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,477,017,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $417,444,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,277,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,154,270,000 | 26 |
| Other retirement accounts, non-managed assets | $383,036,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $20,298,522,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,403,000 | 63 |
| Other fiduciary accounts, non-managed assets | $7,065,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,133,483,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,206,000 | 63 |
| 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 | $34,818,480,000 | 31 |
| Managed Assets ($) | $11,250,127,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,381,612,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,028,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $101,502,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $183,904,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $9,513,957,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $14,844,000 | 228 |
| Other fiduciary accounts, managed assets | $6,280,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $154,506,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,568,353,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $412,335,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,247,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,123,892,000 | 26 |
| Other retirement accounts, non-managed assets | $369,947,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $20,438,418,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,455,000 | 66 |
| Other fiduciary accounts, non-managed assets | $7,059,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,200,874,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,568,000 | 59 |
| 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 | $33,616,361,000 | 31 |
| Managed Assets ($) | $10,407,798,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,338,619,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,460,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $97,936,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $177,307,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $8,711,686,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $14,465,000 | 257 |
| Other fiduciary accounts, managed assets | $5,325,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $149,685,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $23,208,563,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $402,073,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,664,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,741,191,000 | 28 |
| Other retirement accounts, non-managed assets | $334,727,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $20,522,078,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,775,000 | 65 |
| Other fiduciary accounts, non-managed assets | $7,055,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,200,874,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,102,000 | 63 |
| 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 | $33,834,834,000 | 30 |
| Managed Assets ($) | $10,889,780,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,356,887,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,387,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $97,621,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $177,108,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $9,175,590,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $14,121,000 | 223 |
| Other fiduciary accounts, managed assets | $5,066,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $147,872,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,945,054,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $373,485,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,028,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,834,425,000 | 27 |
| Other retirement accounts, non-managed assets | $279,300,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $20,250,869,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,934,000 | 63 |
| Other fiduciary accounts, non-managed assets | $7,013,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,254,926,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $63,233,000 | 61 |
| 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 | $34,461,290,000 | 30 |
| Managed Assets ($) | $10,962,067,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,350,516,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,555,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $94,500,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $170,302,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $9,261,970,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $13,941,000 | 223 |
| Other fiduciary accounts, managed assets | $6,283,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $141,044,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,499,223,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $386,794,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,692,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,607,605,000 | 29 |
| Other retirement accounts, non-managed assets | $278,149,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $21,023,492,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,441,000 | 63 |
| Other fiduciary accounts, non-managed assets | $7,050,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,923,081,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $64,755,000 | 62 |
| 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 | $34,553,353,000 | 31 |
| Managed Assets ($) | $10,733,501,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,357,497,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,800,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $89,166,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $167,754,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $9,035,001,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $14,122,000 | 221 |
| Other fiduciary accounts, managed assets | $6,161,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $139,504,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,819,852,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $385,760,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $178,031,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,557,951,000 | 29 |
| Other retirement accounts, non-managed assets | $289,907,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $21,384,344,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,810,000 | 61 |
| Other fiduciary accounts, non-managed assets | $7,049,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,146,210,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,583,000 | 61 |
| 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 | $33,389,385,000 | 28 |
| Managed Assets ($) | $10,182,159,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,339,669,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,899,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $84,288,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $165,626,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $8,505,712,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $13,907,000 | 259 |
| Other fiduciary accounts, managed assets | $6,058,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $136,264,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $23,207,226,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $377,980,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $174,846,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,532,674,000 | 30 |
| Other retirement accounts, non-managed assets | $287,978,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $20,809,986,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,715,000 | 66 |
| Other fiduciary accounts, non-managed assets | $7,047,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,913,772,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $67,180,000 | 63 |
| 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 | $32,688,430,000 | 29 |
| Managed Assets ($) | $10,054,778,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,335,062,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,674,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $82,046,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $165,795,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $8,385,511,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $13,653,000 | 227 |
| Other fiduciary accounts, managed assets | $6,037,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $133,728,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,633,652,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $361,590,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,292,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,528,560,000 | 28 |
| Other retirement accounts, non-managed assets | $290,449,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $2,110,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,218,000 | 64 |
| Other fiduciary accounts, non-managed assets | $20,263,433,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,394,982,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $66,798,000 | 60 |
| 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 | $32,827,186,000 | 28 |
| Managed Assets ($) | $9,929,610,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,408,689,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,358,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $86,073,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $165,795,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $8,172,051,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $14,336,000 | 227 |
| Other fiduciary accounts, managed assets | $6,308,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $135,337,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,897,576,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $383,485,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $177,072,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,591,550,000 | 29 |
| Other retirement accounts, non-managed assets | $285,595,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $2,156,000 | 154 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,276,000 | 63 |
| Other fiduciary accounts, non-managed assets | $20,440,442,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,806,421,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $70,816,000 | 61 |
| 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 | $32,827,426,000 | 29 |
| Managed Assets ($) | $9,966,840,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,470,418,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,081,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $85,779,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $165,080,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $8,147,310,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $14,705,000 | 226 |
| Other fiduciary accounts, managed assets | $6,467,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $135,321,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,860,586,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $389,253,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $175,174,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,624,730,000 | 29 |
| Other retirement accounts, non-managed assets | $280,245,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $2,178,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,759,000 | 65 |
| Other fiduciary accounts, non-managed assets | $20,371,247,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,866,417,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $71,265,000 | 59 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $32,653,893,000 | 28 |
| Managed Assets ($) | $9,550,012,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,493,117,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,257,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $93,313,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $141,331,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $7,726,958,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $13,719,000 | 260 |
| Other fiduciary accounts, managed assets | $6,317,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $122,367,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $23,103,881,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $390,536,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,537,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,598,275,000 | 29 |
| Other retirement accounts, non-managed assets | $283,897,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $3,423,000 | 189 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,535,000 | 67 |
| Other fiduciary accounts, non-managed assets | $20,640,678,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,924,005,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $72,150,000 | 63 |
| 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 | $32,208,865,000 | 27 |
| Managed Assets ($) | $9,222,714,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,473,945,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,762,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $90,673,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $139,758,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $7,424,868,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $13,528,000 | 220 |
| Other fiduciary accounts, managed assets | $6,180,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $120,560,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,986,151,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $381,214,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,911,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,575,714,000 | 29 |
| Other retirement accounts, non-managed assets | $279,552,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $3,409,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,650,000 | 62 |
| Other fiduciary accounts, non-managed assets | $20,556,701,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,303,460,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $71,706,000 | 59 |
| 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 | $32,950,619,000 | 27 |
| Managed Assets ($) | $9,098,922,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,504,401,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,003,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $91,574,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $135,745,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $7,270,084,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $13,846,000 | 221 |
| Other fiduciary accounts, managed assets | $6,269,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $116,721,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,851,697,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $389,241,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,257,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,600,201,000 | 28 |
| Other retirement accounts, non-managed assets | $281,298,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $3,838,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,836,000 | 62 |
| Other fiduciary accounts, non-managed assets | $21,379,026,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,747,990,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $71,906,000 | 59 |
| 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 | $32,826,243,000 | 28 |
| Managed Assets ($) | $8,761,460,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,499,312,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,440,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $87,440,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $120,002,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,960,296,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $13,884,000 | 217 |
| Other fiduciary accounts, managed assets | $6,086,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $102,726,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,064,783,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $386,146,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $176,845,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,555,522,000 | 29 |
| Other retirement accounts, non-managed assets | $281,066,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $3,569,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,812,000 | 62 |
| Other fiduciary accounts, non-managed assets | $21,643,823,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,806,121,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $73,115,000 | 62 |
| 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 | $31,373,445,000 | 28 |
| Managed Assets ($) | $8,611,263,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,491,182,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,397,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $85,604,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $120,854,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $6,820,748,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $13,732,000 | 248 |
| Other fiduciary accounts, managed assets | $6,746,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $103,857,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $22,762,182,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $383,210,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $177,995,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,530,041,000 | 29 |
| Other retirement accounts, non-managed assets | $271,910,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $2,527,000 | 203 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,600,000 | 63 |
| Other fiduciary accounts, non-managed assets | $20,378,899,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,179,999,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $68,023,000 | 72 |
| 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 | $30,748,549,000 | 30 |
| Managed Assets ($) | $8,378,478,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,449,524,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,837,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $80,981,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $118,831,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $6,636,397,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $14,417,000 | 207 |
| Other fiduciary accounts, managed assets | $6,491,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $101,440,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,370,071,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $365,899,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,096,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,479,422,000 | 28 |
| Other retirement accounts, non-managed assets | $265,194,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $2,453,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $20,085,007,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,783,917,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,926,000 | 69 |
| 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 | $30,569,679,000 | 30 |
| Managed Assets ($) | $8,418,564,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,444,330,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,560,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $77,624,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $118,718,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $6,676,909,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $22,642,000 | 172 |
| Other fiduciary accounts, managed assets | $6,781,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $101,383,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,151,115,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $363,751,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,081,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,430,375,000 | 28 |
| Other retirement accounts, non-managed assets | $201,669,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $2,523,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,988,000 | 80 |
| Other fiduciary accounts, non-managed assets | $19,978,728,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,900,171,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $64,513,000 | 70 |
| 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 | $30,058,043,000 | 30 |
| Managed Assets ($) | $8,596,676,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,472,879,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,065,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $78,560,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $117,978,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $6,826,630,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $22,757,000 | 174 |
| Other fiduciary accounts, managed assets | $6,807,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $101,952,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,461,367,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $366,504,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,324,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,439,564,000 | 28 |
| Other retirement accounts, non-managed assets | $200,543,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $4,252,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,412,000 | 80 |
| Other fiduciary accounts, non-managed assets | $19,276,768,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,502,156,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $61,832,000 | 70 |
| 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 | $28,413,077,000 | 30 |
| Managed Assets ($) | $8,383,235,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,418,041,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,273,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $74,633,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $113,783,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $6,679,232,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $22,025,000 | 189 |
| Other fiduciary accounts, managed assets | $7,248,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $100,783,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $20,029,842,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $362,366,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,222,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,395,363,000 | 28 |
| Other retirement accounts, non-managed assets | $197,762,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $5,627,000 | 156 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,520,000 | 88 |
| Other fiduciary accounts, non-managed assets | $17,903,982,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,625,821,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $59,362,000 | 79 |
| 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 | $28,669,598,000 | 28 |
| Managed Assets ($) | $8,340,722,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,416,259,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,167,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $75,988,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $116,730,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $6,636,618,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $22,164,000 | 168 |
| Other fiduciary accounts, managed assets | $6,796,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $100,783,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,328,876,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $379,340,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,063,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,379,725,000 | 28 |
| Other retirement accounts, non-managed assets | $200,736,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $6,216,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,895,000 | 76 |
| Other fiduciary accounts, non-managed assets | $18,194,901,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,600,808,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $59,618,000 | 64 |
| 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 | $28,675,480,000 | 29 |
| Managed Assets ($) | $8,229,952,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,396,312,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,551,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $72,573,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $114,987,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $6,551,641,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $21,758,000 | 168 |
| Other fiduciary accounts, managed assets | $5,130,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $99,172,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,445,528,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $379,470,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,248,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,317,561,000 | 28 |
| Other retirement accounts, non-managed assets | $200,316,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $6,401,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,827,000 | 78 |
| Other fiduciary accounts, non-managed assets | $18,378,705,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,724,600,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $59,548,000 | 66 |
| 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 | $27,946,639,000 | 30 |
| Managed Assets ($) | $8,037,076,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,417,761,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,495,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $71,617,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $116,045,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,335,277,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $22,431,000 | 168 |
| Other fiduciary accounts, managed assets | $5,450,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $100,695,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,909,563,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $370,322,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,874,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,325,612,000 | 28 |
| Other retirement accounts, non-managed assets | $145,688,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $6,521,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,154,000 | 74 |
| Other fiduciary accounts, non-managed assets | $17,884,392,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,895,246,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $59,982,000 | 61 |
| 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 | $25,971,275,000 | 30 |
| Managed Assets ($) | $7,762,625,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,363,625,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,409,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $55,615,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $110,841,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $6,138,486,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $20,448,000 | 186 |
| Other fiduciary accounts, managed assets | $5,201,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $95,317,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $18,208,650,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $362,761,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,208,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,253,613,000 | 28 |
| Other retirement accounts, non-managed assets | $195,895,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $9,180,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,498,000 | 81 |
| Other fiduciary accounts, non-managed assets | $16,212,495,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,739,680,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $60,206,000 | 68 |
| 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 | $25,929,541,000 | 30 |
| Managed Assets ($) | $7,692,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,327,964,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,663,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $51,489,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $119,616,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,087,987,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $19,205,000 | 164 |
| Other fiduciary accounts, managed assets | $5,076,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $97,442,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,237,541,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $366,692,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,732,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,201,530,000 | 28 |
| Other retirement accounts, non-managed assets | $204,019,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $7,735,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,392,000 | 76 |
| Other fiduciary accounts, non-managed assets | $16,283,441,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,875,427,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $58,749,000 | 59 |
| 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 | $25,731,212,000 | 32 |
| Managed Assets ($) | $7,475,293,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,443,147,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,601,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $54,901,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $130,743,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $5,722,793,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $21,635,000 | 159 |
| Other fiduciary accounts, managed assets | $5,473,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $108,014,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,255,919,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $387,065,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $177,825,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,260,674,000 | 31 |
| Other retirement accounts, non-managed assets | $212,384,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $8,431,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,056,000 | 80 |
| Other fiduciary accounts, non-managed assets | $16,204,484,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,085,342,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $67,100,000 | 55 |
| 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 | $25,015,530,000 | 33 |
| Managed Assets ($) | $7,436,154,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,499,289,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,795,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $53,927,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $134,392,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $5,638,957,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $12,074,000 | 182 |
| Other fiduciary accounts, managed assets | $1,720,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $107,211,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,579,376,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $356,320,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $177,097,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,261,262,000 | 31 |
| Other retirement accounts, non-managed assets | $218,869,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,765,000 | 53 |
| Other fiduciary accounts, non-managed assets | $15,551,063,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,173,766,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $68,882,000 | 55 |
| 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 | $23,121,632,000 | 34 |
| Managed Assets ($) | $7,101,321,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,480,499,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,694,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $52,953,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $136,033,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $5,322,516,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $11,939,000 | 225 |
| Other fiduciary accounts, managed assets | $1,687,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $106,024,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $16,020,311,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $357,872,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $175,370,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,219,831,000 | 30 |
| Other retirement accounts, non-managed assets | $211,948,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $10,678,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,470,000 | 63 |
| Other fiduciary accounts, non-managed assets | $14,030,142,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,338,635,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $68,208,000 | 63 |
| 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 | $21,818,558,000 | 34 |
| Managed Assets ($) | $6,903,424,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,488,427,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,190,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $49,656,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $140,579,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $5,120,039,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $9,765,000 | 190 |
| Other fiduciary accounts, managed assets | $1,768,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $110,218,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,915,134,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $372,248,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,005,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,159,429,000 | 30 |
| Other retirement accounts, non-managed assets | $210,939,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $11,620,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,640,000 | 45 |
| Other fiduciary accounts, non-managed assets | $12,979,253,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,339,080,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $67,517,000 | 56 |
| 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 | $21,216,945,000 | 33 |
| Managed Assets ($) | $6,506,423,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,440,312,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,028,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $45,116,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $135,663,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $4,775,907,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $17,721,000 | 159 |
| Other fiduciary accounts, managed assets | $2,676,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $105,506,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,710,522,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $370,077,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,526,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,077,204,000 | 29 |
| Other retirement accounts, non-managed assets | $200,950,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $11,193,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,079,000 | 74 |
| Other fiduciary accounts, non-managed assets | $12,879,493,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,829,083,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $59,803,000 | 57 |
| 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 | $20,741,733,000 | 34 |
| Managed Assets ($) | $6,327,509,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,509,836,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,566,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $45,791,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $141,925,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $4,511,428,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $18,957,000 | 158 |
| Other fiduciary accounts, managed assets | $3,006,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $109,750,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,414,224,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $365,413,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $274,471,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,132,733,000 | 28 |
| Other retirement accounts, non-managed assets | $221,075,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $13,424,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,411,000 | 83 |
| Other fiduciary accounts, non-managed assets | $12,401,697,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,675,980,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,865,000 | 49 |
| 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 | $19,867,473,000 | 35 |
| Managed Assets ($) | $6,157,305,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,510,145,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,930,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $41,445,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $144,752,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $4,343,652,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $19,458,000 | 161 |
| Other fiduciary accounts, managed assets | $2,923,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $110,594,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $13,710,168,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $357,571,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $282,323,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,102,628,000 | 28 |
| Other retirement accounts, non-managed assets | $230,285,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $15,043,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,757,000 | 88 |
| Other fiduciary accounts, non-managed assets | $11,716,561,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,764,822,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $64,482,000 | 64 |
| 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 | $19,071,493,000 | 37 |
| Managed Assets ($) | $5,868,230,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,539,364,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,404,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $38,956,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $138,485,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $4,040,394,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,627,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,203,263,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $281,480,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $275,806,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,025,229,000 | 30 |
| Other retirement accounts, non-managed assets | $231,285,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| 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 | $11,389,463,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,921,523,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,482,416,000 | 35 |
| Managed Assets ($) | $5,547,990,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,442,845,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,574,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $34,028,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $128,503,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $3,839,565,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,475,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,934,426,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $256,825,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $250,185,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $929,597,000 | 29 |
| Other retirement accounts, non-managed assets | $97,250,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,400,569,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,610,407,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,280,659,000 | 36 |
| Managed Assets ($) | $5,022,157,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,357,975,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,504,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $29,836,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $120,659,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $3,415,125,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,058,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,258,502,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $267,610,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,490,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $830,612,000 | 30 |
| Other retirement accounts, non-managed assets | $91,713,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $10,838,077,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,623,288,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,762,208,000 | 37 |
| Managed Assets ($) | $4,927,418,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,414,912,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,126,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $31,150,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $139,011,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $3,251,325,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,894,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,834,790,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $272,532,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $257,628,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $900,315,000 | 33 |
| Other retirement accounts, non-managed assets | $216,787,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,187,528,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,165,218,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $20,003,116,000 | 39 |
| Managed Assets ($) | $4,815,965,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,580,408,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $101,352,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $37,480,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $149,835,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,942,075,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,815,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,187,151,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $258,129,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $294,382,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,044,489,000 | 32 |
| Other retirement accounts, non-managed assets | $277,369,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| 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 | $13,312,782,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,034,963,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $20,988,662,000 | 41 |
| Managed Assets ($) | $4,965,529,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,682,263,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,071,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $41,093,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $163,440,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,958,615,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,047,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,023,133,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $273,408,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $310,340,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,133,525,000 | 34 |
| Other retirement accounts, non-managed assets | $296,909,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| 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 | $14,008,951,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,919,274,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $21,017,660,000 | 39 |
| Managed Assets ($) | $5,019,777,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,769,079,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,911,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $31,989,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $168,478,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,920,635,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,685,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,997,883,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $282,657,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $308,864,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,150,282,000 | 34 |
| Other retirement accounts, non-managed assets | $317,790,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| 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 | $13,938,290,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,074,512,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $26,662,990,000 | 36 |
| Managed Assets ($) | $4,956,325,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,888,168,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,029,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $49,921,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $180,566,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $2,696,171,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,470,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,706,665,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $297,703,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $324,566,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,202,422,000 | 36 |
| Other retirement accounts, non-managed assets | $356,045,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| 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 | $19,525,929,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,372,785,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $25,278,396,000 | 37 |
| Managed Assets ($) | $5,562,571,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,997,952,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,252,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $458,507,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $201,980,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,741,418,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,462,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,715,825,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $312,992,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $466,410,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $803,744,000 | 42 |
| Other retirement accounts, non-managed assets | $328,037,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| 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 | $17,804,642,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,650,999,000 | 60 |
| 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 | $22,317,025,000 | 40 |
| Managed Assets ($) | $5,682,369,000 | 52 |
| Personal trust and agency accounts, managed assets | $2,005,852,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $162,378,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $574,344,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $199,358,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,736,448,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,989,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,634,656,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $309,636,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $460,080,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $691,620,000 | 43 |
| Other retirement accounts, non-managed assets | $323,478,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| 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 | $14,849,842,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,506,918,000 | 61 |
| 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 | $22,061,333,000 | 40 |
| Managed Assets ($) | $5,509,533,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,982,379,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,443,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $561,290,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $188,449,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,616,154,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,818,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,551,800,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $300,832,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $371,685,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $661,804,000 | 43 |
| Other retirement accounts, non-managed assets | $261,634,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| 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 | $14,955,845,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,538,665,000 | 65 |
| 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 | $16,604,481,000 | 46 |
| Managed Assets ($) | $5,285,518,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,978,093,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,296,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $524,871,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $174,000,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $2,421,842,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $27,416,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,318,963,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $296,896,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $438,557,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $645,815,000 | 43 |
| Other retirement accounts, non-managed assets | $124,260,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,813,435,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,305,178,000 | 63 |
| 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 | $16,383,576,000 | 47 |
| Managed Assets ($) | $4,783,837,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,953,103,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,042,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $480,989,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $170,315,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,994,957,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,431,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,599,739,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $268,898,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $442,069,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $614,252,000 | 43 |
| Other retirement accounts, non-managed assets | $126,696,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $10,147,824,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,385,712,000 | 60 |
| 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 | $15,186,640,000 | 47 |
| Managed Assets ($) | $4,655,591,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,955,856,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,684,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $472,370,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $167,451,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $1,880,360,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,870,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,531,049,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $245,626,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $400,573,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $602,224,000 | 49 |
| Other retirement accounts, non-managed assets | $129,470,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,153,156,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,931,854,000 | 61 |
| 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 | $15,751,810,000 | 47 |
| Managed Assets ($) | $5,610,106,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,968,150,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,911,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $483,630,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $169,425,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $2,807,233,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,757,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,141,704,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $272,753,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $392,307,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $589,898,000 | 50 |
| Other retirement accounts, non-managed assets | $131,573,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,755,173,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,053,935,000 | 60 |
| 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 | $16,423,801,000 | 47 |
| Managed Assets ($) | $5,954,298,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,940,934,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,874,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $467,438,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $169,152,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $3,195,265,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,635,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,469,503,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $288,915,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $484,524,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $554,593,000 | 49 |
| Other retirement accounts, non-managed assets | $136,539,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,004,932,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,982,364,000 | 61 |
| 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 | $16,300,732,000 | 46 |
| Managed Assets ($) | $5,950,132,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,941,582,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,521,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $460,025,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $170,303,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $3,189,241,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,460,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,350,600,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $292,683,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $468,753,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $550,703,000 | 49 |
| Other retirement accounts, non-managed assets | $217,149,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,821,312,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,175,656,000 | 61 |
| 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 | $16,362,294,000 | 44 |
| Managed Assets ($) | $6,064,619,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,964,993,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,582,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $455,022,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $161,248,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $3,283,328,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,446,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,297,675,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $262,683,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $467,716,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $525,470,000 | 46 |
| Other retirement accounts, non-managed assets | $247,690,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,794,116,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,778,936,000 | 60 |
| 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 | $15,979,807,000 | 46 |
| Managed Assets ($) | $5,814,832,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,919,119,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,590,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $414,286,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $154,735,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $3,126,188,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,914,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,164,975,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $299,941,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $506,397,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $517,206,000 | 48 |
| Other retirement accounts, non-managed assets | $264,361,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,577,070,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,614,513,000 | 62 |
| 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 | $15,621,002,000 | 46 |
| Managed Assets ($) | $6,126,238,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,974,935,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,040,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $426,106,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $160,933,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $3,363,043,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,181,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,494,764,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $297,850,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $440,979,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $513,612,000 | 48 |
| Other retirement accounts, non-managed assets | $273,545,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,968,778,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,612,567,000 | 68 |
| 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 | $14,886,678,000 | 47 |
| Managed Assets ($) | $6,600,387,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,895,513,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $231,918,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $406,296,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $182,353,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $3,884,307,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,286,291,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $305,608,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $409,642,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $476,495,000 | 51 |
| Other retirement accounts, non-managed assets | $425,416,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,669,130,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,748,801,000 | 70 |
| 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 | $15,810,044,000 | 47 |
| Managed Assets ($) | $6,894,372,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,918,094,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,935,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $422,858,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $159,356,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $4,136,677,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,452,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,915,672,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $290,558,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $327,680,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $501,858,000 | 49 |
| Other retirement accounts, non-managed assets | $283,994,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,511,582,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,378,475,000 | 72 |
| 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 | $15,542,333,000 | 46 |
| Managed Assets ($) | $7,147,555,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,894,217,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,407,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $407,764,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $157,852,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $4,418,625,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,690,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,394,778,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $308,170,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,981,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $514,401,000 | 50 |
| Other retirement accounts, non-managed assets | $304,123,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,035,103,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,366,548,000 | 73 |
| 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 | $16,172,825,000 | 49 |
| Managed Assets ($) | $7,666,104,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,895,163,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,902,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $428,391,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $156,837,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $4,945,074,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,737,000 | 138 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,506,721,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $324,212,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $238,070,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $477,926,000 | 55 |
| Other retirement accounts, non-managed assets | $298,814,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,167,699,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,377,846,000 | 71 |
| 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 | $15,342,495,000 | 47 |
| Managed Assets ($) | $7,064,111,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,809,291,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,331,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $364,069,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $164,342,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $4,539,078,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,278,384,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $300,104,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $332,707,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $604,376,000 | 50 |
| Other retirement accounts, non-managed assets | $180,546,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,860,651,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,988,704,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,028,743,000 | 47 |
| Managed Assets ($) | $7,416,411,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,819,860,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $345,249,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $357,843,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $165,509,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $4,727,950,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,612,332,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $294,071,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $788,818,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $566,317,000 | 49 |
| Other retirement accounts, non-managed assets | $189,906,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,773,220,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,724,736,000 | 67 |
| 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 | $15,768,106,000 | 46 |
| Managed Assets ($) | $7,192,816,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,725,194,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,850,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $344,420,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $151,788,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $4,657,564,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,575,290,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $265,770,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $720,058,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $827,245,000 | 45 |
| Other retirement accounts, non-managed assets | $183,774,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,578,443,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,426,459,000 | 66 |
| 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 | $14,992,899,000 | 47 |
| Managed Assets ($) | $7,200,954,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,783,239,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,764,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $343,591,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $155,414,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $4,605,946,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,791,945,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $273,561,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $660,724,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $567,704,000 | 53 |
| Other retirement accounts, non-managed assets | $189,709,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,100,247,000 | 12 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,389,592,000 | 68 |
| 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 | $11,365,181,000 | 60 |
| Managed Assets ($) | $6,349,526,000 | 54 |
| Personal trust and agency accounts, managed assets | $2,190,797,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $359,749,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $397,277,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $174,353,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $3,227,350,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,015,655,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $280,971,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $764,904,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $595,870,000 | 47 |
| Other retirement accounts, non-managed assets | $227,550,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,146,360,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,983,492,000 | 60 |
| 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 |