Home > Manufacturers and Traders Trust Company > Total Fiduciary and Related Assets
Manufacturers and Traders Trust Company, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,482 |
| Fiduciary power exercised | $2,316 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | $0 | 954 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,105,449,500 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $15,647,544,400 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $1,141 | 614 |
| Corporate trust and agency accounts, managed assets | $95,124,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $282,484,000 | 221 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| Other fiduciary accounts, managed assets | $0 | 233 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $214,004,600 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | $59,540,500 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $595,532,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $204,456,600 | 46 |
| Corporate trust and agency accounts, non-managed assets | $980 | 208 |
| Investment management and advisory agency accounts, non-managed assets | $876 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $197,390,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,527,000 | 345 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4 | 39 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 597 |
| 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 | $142,381,183,000 | 18 |
| Managed Assets ($) | $36,267,619,000 | 23 |
| Personal trust and agency accounts, managed assets | $21,037,770,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $404,521,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $3,316,599,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $778,810,000 | 44 |
| Corporate trust and agency accounts, managed assets | $1,187,840,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $8,297,529,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,244,550,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $744,957,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,113,564,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $31,888,308,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $878,111,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,903,266,000 | 9 |
| Other retirement accounts, non-managed assets | $3,043,754,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $43,090,732,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $309,393,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,639,729,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $106,326,000 | 47 |
| 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 | $144,028,850,000 | 17 |
| Managed Assets ($) | $35,963,603,000 | 22 |
| Personal trust and agency accounts, managed assets | $20,821,472,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $426,380,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,245,269,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $767,915,000 | 44 |
| Corporate trust and agency accounts, managed assets | $1,153,650,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $8,253,369,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,295,548,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $735,705,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,267,237,000 | 12 |
| Non-managed Assets ($) | $108,065,247,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $31,784,368,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $885,690,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,012,896,000 | 9 |
| Other retirement accounts, non-managed assets | $3,173,924,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $45,942,808,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $265,561,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,881,250,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $137,676,000 | 48 |
| 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 | $141,652,150,000 | 18 |
| Managed Assets ($) | $34,176,504,000 | 21 |
| Personal trust and agency accounts, managed assets | $19,727,934,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $428,787,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,143,872,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $744,869,000 | 44 |
| Corporate trust and agency accounts, managed assets | $1,074,037,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $7,829,815,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,227,190,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $714,182,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,475,646,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $31,722,453,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $856,804,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,184,655,000 | 9 |
| Other retirement accounts, non-managed assets | $3,107,447,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $45,345,049,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $259,238,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,517,473,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $164,462,000 | 40 |
| 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 | $136,653,926,000 | 15 |
| Managed Assets ($) | $33,265,268,000 | 19 |
| Personal trust and agency accounts, managed assets | $20,221,010,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,966,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $3,199,995,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $782,108,000 | 38 |
| Corporate trust and agency accounts, managed assets | $1,143,933,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $7,030,087,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $813,169,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $767,658,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $103,388,658,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $35,332,453,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $883,954,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,311,707,000 | 9 |
| Other retirement accounts, non-managed assets | $2,738,132,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $49,819,430,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $16,198,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $286,784,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,316,497,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $220,892,000 | 31 |
| 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 | $143,147,983,000 | 15 |
| Managed Assets ($) | $33,115,925,000 | 21 |
| Personal trust and agency accounts, managed assets | $21,274,998,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,704,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $2,619,514,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $417,368,000 | 68 |
| Corporate trust and agency accounts, managed assets | $1,219,056,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $6,746,123,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $796,162,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $400,758,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,032,058,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $38,563,543,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $583,716,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,186,966,000 | 9 |
| Other retirement accounts, non-managed assets | $2,903,733,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $51,481,594,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $312,506,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,896,180,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $202,950,000 | 35 |
| 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 | $145,061,781,000 | 15 |
| Managed Assets ($) | $34,716,799,000 | 21 |
| Personal trust and agency accounts, managed assets | $22,209,156,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,427,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $2,760,048,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $454,146,000 | 67 |
| Corporate trust and agency accounts, managed assets | $1,246,233,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $7,143,155,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $857,634,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $434,775,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,485,767,000 | 9 |
| Non-managed Assets ($) | $110,344,982,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $38,532,428,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $614,770,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,096,113,000 | 10 |
| Other retirement accounts, non-managed assets | $3,064,285,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $50,725,960,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $311,426,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,247,238,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $232,413,000 | 36 |
| 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 | $142,196,852,000 | 15 |
| Managed Assets ($) | $34,027,426,000 | 20 |
| Personal trust and agency accounts, managed assets | $21,805,267,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,627,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $2,699,423,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $439,753,000 | 67 |
| Corporate trust and agency accounts, managed assets | $1,173,557,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $7,061,805,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $802,994,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $420,586,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,169,426,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $37,520,013,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $612,534,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,804,933,000 | 10 |
| Other retirement accounts, non-managed assets | $3,014,986,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $49,910,540,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $306,420,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,149,411,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $228,660,000 | 30 |
| 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 | $142,737,088,000 | 16 |
| Managed Assets ($) | $34,356,556,000 | 21 |
| Personal trust and agency accounts, managed assets | $21,902,981,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,277,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $2,733,413,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $449,646,000 | 67 |
| Corporate trust and agency accounts, managed assets | $1,286,256,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $7,121,242,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $816,741,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $430,939,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,380,532,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $36,969,543,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $613,243,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,634,990,000 | 10 |
| Other retirement accounts, non-managed assets | $3,040,148,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $50,819,684,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $302,924,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,366,680,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $231,508,000 | 34 |
| 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 | $144,651,503,000 | 15 |
| Managed Assets ($) | $33,677,768,000 | 21 |
| Personal trust and agency accounts, managed assets | $21,339,015,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,085,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $2,644,864,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $424,804,000 | 66 |
| Corporate trust and agency accounts, managed assets | $1,185,669,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $7,260,289,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $778,042,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $406,951,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,973,735,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $36,572,899,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $616,894,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,902,674,000 | 10 |
| Other retirement accounts, non-managed assets | $3,319,423,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $53,278,596,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $283,249,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,113,747,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $228,352,000 | 33 |
| 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 | $140,680,861,000 | 15 |
| Managed Assets ($) | $32,202,626,000 | 21 |
| Personal trust and agency accounts, managed assets | $19,839,419,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,350,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $2,592,423,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $418,520,000 | 65 |
| Corporate trust and agency accounts, managed assets | $1,323,634,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $7,215,642,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $769,638,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $400,717,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,230,433,000 | 12 |
| Non-managed Assets ($) | $108,478,235,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $36,329,292,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $589,792,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,381,063,000 | 10 |
| Other retirement accounts, non-managed assets | $3,395,527,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $51,510,878,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $9,000 | 344 |
| Foundation and endowment trust and agency accounts, non-managed assets | $271,674,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,108,622,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $224,924,000 | 35 |
| 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 | $134,963,587,000 | 14 |
| Managed Assets ($) | $30,528,381,000 | 22 |
| Personal trust and agency accounts, managed assets | $19,013,324,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,761,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $2,412,864,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $409,509,000 | 65 |
| Corporate trust and agency accounts, managed assets | $1,251,172,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $6,855,776,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $544,975,000 | 42 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $375,810,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,435,206,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $35,444,214,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $561,623,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,372,892,000 | 10 |
| Other retirement accounts, non-managed assets | $3,174,138,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $49,615,989,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $13,833,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $252,517,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,001,289,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $223,753,000 | 32 |
| 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 | $134,796,126,000 | 14 |
| Managed Assets ($) | $28,866,642,000 | 21 |
| Personal trust and agency accounts, managed assets | $18,005,307,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,793,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $2,057,343,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $396,928,000 | 66 |
| Corporate trust and agency accounts, managed assets | $1,374,514,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $6,464,033,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $523,724,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $362,047,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,929,484,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $35,338,789,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $555,425,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,587,986,000 | 10 |
| Other retirement accounts, non-managed assets | $3,091,787,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $51,092,571,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $13,235,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $249,691,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,613,753,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $216,890,000 | 33 |
| 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 | $132,166,314,000 | 13 |
| Managed Assets ($) | $27,144,077,000 | 20 |
| Personal trust and agency accounts, managed assets | $16,755,316,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,700,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $1,898,362,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $357,783,000 | 66 |
| Corporate trust and agency accounts, managed assets | $1,630,372,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $6,002,192,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $461,352,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $324,867,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,022,237,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $34,432,910,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $508,871,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,490,781,000 | 10 |
| Other retirement accounts, non-managed assets | $2,833,846,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $52,497,261,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $11,973,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $246,595,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,904,256,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $203,556,000 | 36 |
| 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 | $140,312,264,000 | 14 |
| Managed Assets ($) | $30,773,564,000 | 21 |
| Personal trust and agency accounts, managed assets | $19,370,939,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,734,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $2,200,293,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $427,391,000 | 62 |
| Corporate trust and agency accounts, managed assets | $1,606,513,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $6,552,628,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $566,066,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $393,387,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,117,147,000 | 13 |
| Non-managed Assets ($) | $109,538,700,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $34,681,205,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $578,233,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,455,711,000 | 10 |
| Other retirement accounts, non-managed assets | $3,118,210,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $54,379,259,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $22,377,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $303,705,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,202,267,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $239,226,000 | 36 |
| 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 | $138,444,483,000 | 15 |
| Managed Assets ($) | $30,643,561,000 | 21 |
| Personal trust and agency accounts, managed assets | $19,685,664,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,553,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $2,118,186,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $418,299,000 | 61 |
| Corporate trust and agency accounts, managed assets | $1,916,192,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $5,926,964,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $528,703,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $384,710,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,800,922,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $34,446,804,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $559,251,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,163,958,000 | 9 |
| Other retirement accounts, non-managed assets | $3,023,074,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $53,279,379,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $21,764,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $306,692,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,882,911,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $238,897,000 | 32 |
| 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 | $132,603,867,000 | 14 |
| Managed Assets ($) | $30,040,511,000 | 19 |
| Personal trust and agency accounts, managed assets | $18,805,494,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,794,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $2,136,567,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $426,162,000 | 58 |
| Corporate trust and agency accounts, managed assets | $2,102,491,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $5,946,871,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $569,132,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $387,648,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,563,356,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $29,485,418,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $535,335,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,873,726,000 | 9 |
| Other retirement accounts, non-managed assets | $2,973,473,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $53,366,905,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $24,670,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $303,829,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,681,963,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $244,269,000 | 31 |
| 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 | $130,843,507,000 | 14 |
| Managed Assets ($) | $29,682,331,000 | 19 |
| Personal trust and agency accounts, managed assets | $18,660,070,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,602,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $2,099,230,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $425,991,000 | 58 |
| Corporate trust and agency accounts, managed assets | $2,013,648,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $5,877,465,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $553,325,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $388,161,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,161,176,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $28,791,059,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $565,927,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,293,312,000 | 9 |
| Other retirement accounts, non-managed assets | $2,916,165,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $51,595,365,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $613,980,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $385,368,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,140,145,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $262,861,000 | 26 |
| 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 | $127,931,194,000 | 13 |
| Managed Assets ($) | $29,736,292,000 | 19 |
| Personal trust and agency accounts, managed assets | $17,914,077,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,634,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $1,972,891,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $403,466,000 | 53 |
| Corporate trust and agency accounts, managed assets | $2,018,817,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $6,917,583,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $459,824,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $367,050,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,377,322,000 | 11 |
| Non-managed Assets ($) | $98,194,902,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $27,593,496,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $902,191,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,265,767,000 | 9 |
| Other retirement accounts, non-managed assets | $2,820,494,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $51,191,114,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $126,197,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $295,643,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,512,041,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $263,661,000 | 27 |
| 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 | $132,206,101,000 | 14 |
| Managed Assets ($) | $31,981,743,000 | 18 |
| Personal trust and agency accounts, managed assets | $19,679,777,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,265,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $2,144,744,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,384,105,000 | 24 |
| Corporate trust and agency accounts, managed assets | $1,824,178,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $6,423,368,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $470,306,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,346,527,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,224,358,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $27,796,357,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $943,178,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,864,945,000 | 9 |
| Other retirement accounts, non-managed assets | $3,056,418,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $51,190,006,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $47,042,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $326,412,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,851,908,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $283,108,000 | 26 |
| 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 | $130,103,066,000 | 13 |
| Managed Assets ($) | $30,861,154,000 | 18 |
| Personal trust and agency accounts, managed assets | $18,528,231,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,231,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $2,123,658,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,344,920,000 | 24 |
| Corporate trust and agency accounts, managed assets | $2,125,433,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $6,230,789,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $457,892,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,263,739,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,241,912,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $27,448,896,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $822,096,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,083,732,000 | 9 |
| Other retirement accounts, non-managed assets | $2,910,281,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $51,593,137,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $44,651,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $339,119,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,085,062,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $282,445,000 | 25 |
| 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 | $129,129,841,000 | 13 |
| Managed Assets ($) | $31,258,284,000 | 18 |
| Personal trust and agency accounts, managed assets | $18,924,667,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,517,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $2,126,730,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,333,052,000 | 24 |
| Corporate trust and agency accounts, managed assets | $2,065,542,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $6,258,315,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $496,461,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,207,986,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,871,557,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $27,193,468,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $820,351,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,997,186,000 | 9 |
| Other retirement accounts, non-managed assets | $2,940,436,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $50,576,909,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $13,701,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $329,506,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,352,292,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $285,570,000 | 27 |
| 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 | $128,328,301,000 | 14 |
| Managed Assets ($) | $31,520,946,000 | 18 |
| Personal trust and agency accounts, managed assets | $19,199,726,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,052,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $2,159,744,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,213,744,000 | 25 |
| Corporate trust and agency accounts, managed assets | $2,103,595,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $6,292,223,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $490,862,000 | 42 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,163,367,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,973,514,000 | 14 |
| Non-managed Assets ($) | $96,807,355,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $23,337,599,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $710,612,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,557,757,000 | 9 |
| Other retirement accounts, non-managed assets | $3,087,099,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $52,768,965,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $26,347,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $318,976,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,442,640,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $302,343,000 | 29 |
| 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 | $126,044,524,000 | 14 |
| Managed Assets ($) | $31,065,479,000 | 18 |
| Personal trust and agency accounts, managed assets | $19,218,089,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,147,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $1,948,099,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,116,804,000 | 26 |
| Corporate trust and agency accounts, managed assets | $2,021,987,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $6,224,949,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $462,404,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,074,616,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,979,045,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $22,864,940,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $594,637,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,060,618,000 | 10 |
| Other retirement accounts, non-managed assets | $2,947,820,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $52,181,402,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $17,956,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $311,672,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,313,969,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $297,363,000 | 28 |
| 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 | $124,399,368,000 | 14 |
| Managed Assets ($) | $29,538,219,000 | 18 |
| Personal trust and agency accounts, managed assets | $17,818,283,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,311,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $1,855,073,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,066,440,000 | 26 |
| Corporate trust and agency accounts, managed assets | $2,182,283,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $6,100,700,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $447,129,000 | 46 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,032,530,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,861,149,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $22,307,326,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $547,698,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,131,788,000 | 10 |
| Other retirement accounts, non-managed assets | $2,568,396,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $53,898,961,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $25,054,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $381,926,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,438,529,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $276,382,000 | 29 |
| 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 | $121,655,170,000 | 14 |
| Managed Assets ($) | $29,913,403,000 | 17 |
| Personal trust and agency accounts, managed assets | $18,266,917,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,146,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $1,814,582,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,049,082,000 | 25 |
| Corporate trust and agency accounts, managed assets | $2,259,337,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $6,020,504,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $433,835,000 | 47 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,009,848,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $91,741,767,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $19,711,931,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,874,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,026,409,000 | 10 |
| Other retirement accounts, non-managed assets | $2,602,334,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $54,472,963,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $24,614,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $377,642,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,138,070,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $266,836,000 | 28 |
| 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 | $119,033,586,000 | 14 |
| Managed Assets ($) | $28,902,647,000 | 17 |
| Personal trust and agency accounts, managed assets | $17,459,170,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,609,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $1,586,925,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,067,862,000 | 25 |
| Corporate trust and agency accounts, managed assets | $2,402,763,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $5,884,926,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $434,392,000 | 46 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $982,406,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,780,757,000 | 15 |
| Non-managed Assets ($) | $90,130,939,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $17,386,761,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $498,164,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,361,291,000 | 11 |
| Other retirement accounts, non-managed assets | $2,480,663,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $56,022,068,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $23,454,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $358,538,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,351,137,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $270,080,000 | 31 |
| 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 | $119,719,928,000 | 14 |
| Managed Assets ($) | $29,122,481,000 | 17 |
| Personal trust and agency accounts, managed assets | $17,538,998,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,829,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $1,575,306,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,083,438,000 | 24 |
| Corporate trust and agency accounts, managed assets | $2,547,473,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $5,783,843,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $457,594,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $993,469,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,597,447,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $15,813,485,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $518,918,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,190,479,000 | 11 |
| Other retirement accounts, non-managed assets | $2,423,187,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $57,921,018,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $23,249,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $707,111,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,819,969,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $268,601,000 | 28 |
| 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 | $118,518,011,000 | 14 |
| Managed Assets ($) | $28,283,692,000 | 19 |
| Personal trust and agency accounts, managed assets | $16,626,864,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,818,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $1,545,697,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,035,543,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,776,270,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $5,666,811,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $507,689,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $984,338,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,234,319,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $15,706,194,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $524,323,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,610,152,000 | 12 |
| Other retirement accounts, non-managed assets | $2,365,084,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $59,266,106,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $22,511,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $739,949,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,760,172,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $268,008,000 | 29 |
| 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 | $120,606,322,000 | 14 |
| Managed Assets ($) | $27,697,966,000 | 18 |
| Personal trust and agency accounts, managed assets | $16,667,481,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,974,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $1,535,490,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,045,360,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,344,137,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $5,492,107,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $488,417,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $983,956,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $92,908,356,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $16,223,513,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $524,319,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,280,672,000 | 12 |
| Other retirement accounts, non-managed assets | $2,247,945,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $61,893,061,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $20,422,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $718,424,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,834,534,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $265,148,000 | 30 |
| 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 | $122,595,110,000 | 14 |
| Managed Assets ($) | $27,985,060,000 | 18 |
| Personal trust and agency accounts, managed assets | $16,992,567,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,773,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $1,584,122,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,033,375,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,248,508,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $5,493,724,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $505,991,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $992,818,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,941,639,000 | 14 |
| Non-managed Assets ($) | $94,610,050,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $15,431,028,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $510,286,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,413,968,000 | 12 |
| Other retirement accounts, non-managed assets | $2,211,172,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $64,293,815,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $20,949,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $728,832,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,803,996,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $279,738,000 | 31 |
| 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 | $124,610,029,000 | 14 |
| Managed Assets ($) | $28,089,698,000 | 17 |
| Personal trust and agency accounts, managed assets | $17,212,280,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,266,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $1,550,629,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,004,499,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,187,217,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $5,448,435,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $526,372,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $974,525,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $96,520,331,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $16,635,632,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $509,034,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,753,199,000 | 12 |
| Other retirement accounts, non-managed assets | $2,050,735,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $65,760,944,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $33,056,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $777,731,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,630,170,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $284,816,000 | 29 |
| 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 | $131,552,655,000 | 14 |
| Managed Assets ($) | $29,315,717,000 | 17 |
| Personal trust and agency accounts, managed assets | $17,569,286,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,804,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $1,694,862,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,050,608,000 | 24 |
| Corporate trust and agency accounts, managed assets | $2,565,780,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $5,702,693,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $562,684,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,031,785,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,236,938,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $16,974,850,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $552,327,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,281,578,000 | 12 |
| Other retirement accounts, non-managed assets | $2,067,163,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $70,385,568,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $93,870,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $881,582,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,470,386,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $301,689,000 | 29 |
| 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 | $128,419,731,000 | 14 |
| Managed Assets ($) | $29,479,863,000 | 17 |
| Personal trust and agency accounts, managed assets | $18,311,266,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,068,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $1,732,908,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,084,911,000 | 24 |
| Corporate trust and agency accounts, managed assets | $1,804,428,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $5,769,653,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $605,629,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,035,863,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,939,868,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $15,890,435,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $573,492,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,706,627,000 | 12 |
| Other retirement accounts, non-managed assets | $2,071,215,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $68,570,168,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $204,847,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $923,084,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,865,084,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $311,360,000 | 32 |
| 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 | $132,056,145,000 | 14 |
| Managed Assets ($) | $28,818,664,000 | 16 |
| Personal trust and agency accounts, managed assets | $18,275,565,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,408,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $1,676,442,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,040,554,000 | 24 |
| Corporate trust and agency accounts, managed assets | $1,266,862,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $5,808,619,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $577,214,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,018,766,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,118,722,000 | 13 |
| Non-managed Assets ($) | $103,237,481,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $18,283,694,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $569,736,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,798,045,000 | 12 |
| Other retirement accounts, non-managed assets | $2,292,499,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $70,127,428,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $202,445,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $963,634,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,229,529,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $356,272,000 | 33 |
| 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 | $131,527,879,000 | 13 |
| Managed Assets ($) | $29,002,973,000 | 16 |
| Personal trust and agency accounts, managed assets | $18,521,440,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,495,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $1,679,748,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,058,206,000 | 22 |
| Corporate trust and agency accounts, managed assets | $1,116,139,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $5,898,760,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $540,185,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,037,141,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,524,906,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $17,997,804,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $527,740,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,683,446,000 | 12 |
| Other retirement accounts, non-managed assets | $2,095,629,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $69,942,364,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $161,364,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,116,559,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,408,266,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $371,604,000 | 30 |
| 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 | $128,430,843,000 | 14 |
| Managed Assets ($) | $28,332,371,000 | 16 |
| Personal trust and agency accounts, managed assets | $17,823,680,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,345,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $1,753,617,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,059,680,000 | 22 |
| Corporate trust and agency accounts, managed assets | $1,223,260,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $5,744,157,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $536,632,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,036,598,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,098,472,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $15,816,409,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $551,355,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,842,606,000 | 13 |
| Other retirement accounts, non-managed assets | $1,892,453,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $69,709,401,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $152,281,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,133,967,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,114,585,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $374,195,000 | 31 |
| 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 | $129,475,443,000 | 15 |
| Managed Assets ($) | $28,127,658,000 | 18 |
| Personal trust and agency accounts, managed assets | $17,628,847,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,301,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $1,729,826,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,014,153,000 | 22 |
| Corporate trust and agency accounts, managed assets | $1,352,448,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $5,701,176,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $510,907,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $990,692,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,347,785,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $15,357,130,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $546,989,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,707,596,000 | 13 |
| Other retirement accounts, non-managed assets | $1,906,062,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $71,653,444,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $145,679,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,030,885,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,322,864,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $369,761,000 | 32 |
| 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 | $130,072,329,000 | 15 |
| Managed Assets ($) | $28,208,387,000 | 18 |
| Personal trust and agency accounts, managed assets | $17,440,423,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $195,975,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $1,761,740,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $987,875,000 | 22 |
| Corporate trust and agency accounts, managed assets | $1,621,854,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $5,720,326,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $480,194,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $936,020,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,649,675,000 | 14 |
| Non-managed Assets ($) | $101,863,942,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $14,494,631,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $605,449,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,537,161,000 | 13 |
| Other retirement accounts, non-managed assets | $1,951,651,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $73,088,664,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $145,530,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,040,856,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,300,509,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $376,862,000 | 33 |
| 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 | $127,573,883,000 | 14 |
| Managed Assets ($) | $27,702,080,000 | 19 |
| Personal trust and agency accounts, managed assets | $17,355,927,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,116,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $1,690,651,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $949,250,000 | 22 |
| Corporate trust and agency accounts, managed assets | $1,331,439,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $5,715,513,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $471,184,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $922,800,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,871,803,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $13,503,369,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $594,148,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,783,762,000 | 13 |
| Other retirement accounts, non-managed assets | $1,781,060,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $73,073,524,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $123,661,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,012,279,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,457,732,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $367,355,000 | 33 |
| 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 | $125,335,085,000 | 14 |
| Managed Assets ($) | $27,129,553,000 | 19 |
| Personal trust and agency accounts, managed assets | $15,898,421,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,314,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $1,733,205,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $913,265,000 | 22 |
| Corporate trust and agency accounts, managed assets | $2,044,418,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $5,928,269,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $429,661,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $887,323,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,205,532,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $11,163,689,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $574,592,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,368,192,000 | 13 |
| Other retirement accounts, non-managed assets | $1,698,487,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $74,290,319,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $129,731,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $980,522,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,909,490,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $360,635,000 | 34 |
| 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 | $124,784,966,000 | 14 |
| Managed Assets ($) | $27,927,726,000 | 18 |
| Personal trust and agency accounts, managed assets | $16,512,297,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,581,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $1,749,815,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $913,535,000 | 21 |
| Corporate trust and agency accounts, managed assets | $1,973,580,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $6,162,344,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $429,574,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $886,935,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $96,857,240,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $11,183,035,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $586,788,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,706,783,000 | 13 |
| Other retirement accounts, non-managed assets | $1,769,934,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $72,452,591,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $126,205,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,031,904,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,037,616,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $356,489,000 | 33 |
| 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 | $129,742,819,000 | 12 |
| Managed Assets ($) | $26,451,859,000 | 19 |
| Personal trust and agency accounts, managed assets | $15,661,955,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,212,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $1,714,949,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $866,332,000 | 21 |
| Corporate trust and agency accounts, managed assets | $1,201,437,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,397,279,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $419,695,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $840,361,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,463,094,000 | 15 |
| Non-managed Assets ($) | $103,290,960,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $10,982,382,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $575,354,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,189,335,000 | 13 |
| Other retirement accounts, non-managed assets | $1,782,107,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $79,808,006,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $99,683,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $854,093,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,180,852,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $336,324,000 | 33 |
| 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 | $127,933,603,000 | 12 |
| Managed Assets ($) | $27,048,254,000 | 18 |
| Personal trust and agency accounts, managed assets | $15,857,132,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,775,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $1,693,931,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $842,202,000 | 20 |
| Corporate trust and agency accounts, managed assets | $1,190,330,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $6,859,718,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $393,166,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $812,181,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,885,349,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $10,029,404,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $595,141,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,960,064,000 | 13 |
| Other retirement accounts, non-managed assets | $1,621,519,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $78,772,980,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $21,656,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $884,585,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,658,115,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $334,998,000 | 31 |
| 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 | $128,483,987,000 | 12 |
| Managed Assets ($) | $25,955,563,000 | 19 |
| Personal trust and agency accounts, managed assets | $15,169,165,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,470,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $1,480,544,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $795,051,000 | 20 |
| Corporate trust and agency accounts, managed assets | $1,400,747,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $6,659,765,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $252,821,000 | 47 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $759,238,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,528,424,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $18,542,467,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $337,763,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,494,415,000 | 13 |
| Other retirement accounts, non-managed assets | $1,420,869,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $72,955,102,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $1,954,000 | 142 |
| Foundation and endowment trust and agency accounts, non-managed assets | $775,203,000 | 9 |
| Other fiduciary accounts, non-managed assets | $651,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,761,591,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $324,607,000 | 34 |
| 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 | $166,174,508,000 | 12 |
| Managed Assets ($) | $28,740,797,000 | 17 |
| Personal trust and agency accounts, managed assets | $15,783,010,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $242,046,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $1,753,995,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $810,250,000 | 20 |
| Corporate trust and agency accounts, managed assets | $1,360,975,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $8,006,453,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $567,858,000 | 28 |
| Other fiduciary accounts, managed assets | $216,210,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $781,329,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $137,433,711,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $18,834,879,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $26,557,234,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,791,236,000 | 12 |
| Other retirement accounts, non-managed assets | $3,052,876,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $75,270,045,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,676,823,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,250,618,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,371,734,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $411,571,000 | 29 |
| 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 | $160,508,196,000 | 12 |
| Managed Assets ($) | $28,053,886,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,046,283,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $234,660,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $1,669,802,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $744,509,000 | 19 |
| Corporate trust and agency accounts, managed assets | $1,432,745,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $8,213,707,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $437,145,000 | 29 |
| Other fiduciary accounts, managed assets | $275,035,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $715,490,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,859,765,000 | 12 |
| Non-managed Assets ($) | $132,454,310,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $18,429,244,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,275,875,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,775,278,000 | 12 |
| Other retirement accounts, non-managed assets | $1,993,671,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $75,218,838,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,561,186,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,200,218,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,317,815,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $392,593,000 | 27 |
| 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 | $156,268,276,000 | 12 |
| Managed Assets ($) | $28,147,353,000 | 15 |
| Personal trust and agency accounts, managed assets | $14,795,630,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $232,112,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $1,606,662,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $706,136,000 | 23 |
| Corporate trust and agency accounts, managed assets | $1,109,895,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $8,834,067,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $475,223,000 | 29 |
| Other fiduciary accounts, managed assets | $387,628,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $676,943,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,120,923,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $16,829,870,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,725,332,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,324,801,000 | 13 |
| Other retirement accounts, non-managed assets | $1,780,679,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $75,063,198,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $63,658,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,640,359,000 | 2 |
| Other fiduciary accounts, non-managed assets | $693,026,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,043,397,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $373,129,000 | 27 |
| 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 | $54,941,616,000 | 20 |
| Managed Assets ($) | $9,047,662,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,517,647,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,497,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $1,004,996,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $617,010,000 | 27 |
| Corporate trust and agency accounts, managed assets | $2,729,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $2,626,044,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $51,739,000 | 102 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $585,473,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,893,954,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $348,607,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $428,761,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,600,538,000 | 14 |
| Other retirement accounts, non-managed assets | $1,212,865,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $36,281,959,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,224,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,737,367,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $317,333,000 | 26 |
| 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 | $55,505,325,000 | 20 |
| Managed Assets ($) | $9,349,829,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,715,237,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,767,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $1,010,415,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $597,786,000 | 26 |
| Corporate trust and agency accounts, managed assets | $2,668,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $2,749,758,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $54,198,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $568,221,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,155,496,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $353,503,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $445,438,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,388,974,000 | 14 |
| Other retirement accounts, non-managed assets | $1,223,282,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $36,723,124,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,175,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,945,176,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $316,114,000 | 26 |
| 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 | $54,736,406,000 | 21 |
| Managed Assets ($) | $9,147,833,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,504,244,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,171,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $985,850,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $564,528,000 | 27 |
| Corporate trust and agency accounts, managed assets | $2,647,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $2,829,527,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $50,866,000 | 102 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $534,670,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,209,118,000 | 19 |
| Non-managed Assets ($) | $45,588,573,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $345,447,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $527,156,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,016,573,000 | 14 |
| Other retirement accounts, non-managed assets | $1,131,325,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $36,547,064,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,008,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,986,524,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $301,529,000 | 28 |
| 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 | $52,967,553,000 | 21 |
| Managed Assets ($) | $8,955,838,000 | 34 |
| Personal trust and agency accounts, managed assets | $4,472,027,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,658,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $935,643,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $524,700,000 | 26 |
| Corporate trust and agency accounts, managed assets | $2,491,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $2,769,275,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $48,044,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $495,152,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,011,715,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $354,226,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $501,339,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,493,646,000 | 15 |
| Other retirement accounts, non-managed assets | $991,338,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $35,650,441,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,725,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,504,950,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $284,387,000 | 28 |
| 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 | $52,153,330,000 | 20 |
| Managed Assets ($) | $8,285,147,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,072,262,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,847,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $875,250,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $477,623,000 | 29 |
| Corporate trust and agency accounts, managed assets | $2,606,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $2,622,297,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $42,262,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $447,165,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,868,183,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $335,425,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $491,381,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,079,192,000 | 15 |
| Other retirement accounts, non-managed assets | $925,167,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $36,017,111,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,907,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,404,128,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $270,786,000 | 26 |
| 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 | $53,831,740,000 | 19 |
| Managed Assets ($) | $8,978,251,000 | 34 |
| Personal trust and agency accounts, managed assets | $4,562,651,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,750,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $930,882,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $496,222,000 | 28 |
| Corporate trust and agency accounts, managed assets | $2,641,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $2,732,204,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $45,901,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $464,851,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,853,489,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $321,863,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $512,472,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,355,415,000 | 15 |
| Other retirement accounts, non-managed assets | $1,010,835,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $36,632,323,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,581,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,446,902,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $271,788,000 | 26 |
| 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 | $53,756,133,000 | 19 |
| Managed Assets ($) | $8,705,142,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,364,475,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,481,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $906,260,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $433,350,000 | 30 |
| Corporate trust and agency accounts, managed assets | $2,619,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $2,746,885,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $41,072,000 | 103 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $404,460,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,129,323,000 | 25 |
| Non-managed Assets ($) | $45,050,991,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $321,005,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $552,813,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,113,283,000 | 15 |
| Other retirement accounts, non-managed assets | $996,066,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $37,047,120,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,704,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,867,121,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $259,793,000 | 30 |
| 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 | $53,616,059,000 | 22 |
| Managed Assets ($) | $8,517,904,000 | 41 |
| Personal trust and agency accounts, managed assets | $4,278,287,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,573,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $872,713,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $411,151,000 | 30 |
| Corporate trust and agency accounts, managed assets | $2,510,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $2,740,670,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,098,155,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $321,109,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $582,390,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,846,484,000 | 15 |
| Other retirement accounts, non-managed assets | $912,407,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $37,435,765,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,959,826,000 | 24 |
| 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 | $53,524,329,000 | 20 |
| Managed Assets ($) | $7,884,307,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,914,230,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $205,895,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $771,285,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $371,827,000 | 33 |
| Corporate trust and agency accounts, managed assets | $2,778,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $2,618,292,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,640,022,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $300,876,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,976,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,237,571,000 | 15 |
| Other retirement accounts, non-managed assets | $810,700,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $38,764,899,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,361,470,000 | 25 |
| 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 | $54,316,103,000 | 19 |
| Managed Assets ($) | $7,738,182,000 | 42 |
| Personal trust and agency accounts, managed assets | $3,893,224,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,820,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $773,247,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $330,664,000 | 33 |
| Corporate trust and agency accounts, managed assets | $2,637,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $2,549,590,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,577,921,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $310,976,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $483,419,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,599,511,000 | 15 |
| Other retirement accounts, non-managed assets | $795,206,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $40,388,809,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,252,626,000 | 26 |
| 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 | $56,007,957,000 | 19 |
| Managed Assets ($) | $8,060,323,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,972,554,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,077,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $824,537,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $348,851,000 | 33 |
| Corporate trust and agency accounts, managed assets | $2,635,000 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $2,710,669,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,947,634,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $321,757,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $514,564,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,896,397,000 | 16 |
| Other retirement accounts, non-managed assets | $842,440,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $41,372,476,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,776,769,000 | 26 |
| 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 | $62,510,534,000 | 19 |
| Managed Assets ($) | $8,875,818,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,493,257,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,127,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $811,630,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $405,673,000 | 31 |
| Corporate trust and agency accounts, managed assets | $59,307,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $2,860,824,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,634,716,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $334,794,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $588,744,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,004,450,000 | 15 |
| Other retirement accounts, non-managed assets | $842,703,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $45,864,025,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,802,803,000 | 22 |
| 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 | $65,305,582,000 | 23 |
| Managed Assets ($) | $9,293,654,000 | 45 |
| Personal trust and agency accounts, managed assets | $4,677,654,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $268,361,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $889,194,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $435,453,000 | 32 |
| Corporate trust and agency accounts, managed assets | $63,727,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $2,959,265,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,011,928,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $336,774,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $688,280,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,424,693,000 | 16 |
| Other retirement accounts, non-managed assets | $915,401,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $47,646,780,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,401,547,000 | 29 |
| 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 | $66,464,928,000 | 23 |
| Managed Assets ($) | $9,959,972,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,337,189,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $276,467,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $896,821,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $427,567,000 | 31 |
| Corporate trust and agency accounts, managed assets | $62,386,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $2,959,542,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,504,956,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $369,310,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $682,768,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,455,282,000 | 17 |
| Other retirement accounts, non-managed assets | $964,989,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $48,032,607,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,564,708,000 | 29 |
| 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 | $69,417,974,000 | 23 |
| Managed Assets ($) | $9,907,283,000 | 43 |
| Personal trust and agency accounts, managed assets | $5,206,581,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,220,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $919,745,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $425,464,000 | 32 |
| Corporate trust and agency accounts, managed assets | $60,741,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $2,997,532,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,510,691,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $350,845,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $717,040,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,805,346,000 | 17 |
| Other retirement accounts, non-managed assets | $1,008,106,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $50,629,354,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,666,952,000 | 26 |
| 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 | $70,299,526,000 | 23 |
| Managed Assets ($) | $10,217,809,000 | 41 |
| Personal trust and agency accounts, managed assets | $5,507,336,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $295,367,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $939,960,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $408,725,000 | 32 |
| Corporate trust and agency accounts, managed assets | $49,127,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $3,017,294,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,081,717,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $342,616,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $704,717,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,871,673,000 | 17 |
| Other retirement accounts, non-managed assets | $933,353,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $51,229,358,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,610,714,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $69,687,429,000 | 22 |
| Managed Assets ($) | $9,943,747,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,374,448,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $307,354,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $866,800,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $389,266,000 | 32 |
| Corporate trust and agency accounts, managed assets | $44,247,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $2,961,632,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,743,682,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $357,326,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $688,194,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,936,984,000 | 18 |
| Other retirement accounts, non-managed assets | $907,097,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $50,854,081,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,736,763,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $69,374,460,000 | 23 |
| Managed Assets ($) | $9,800,583,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,360,965,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $303,669,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $845,667,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $370,606,000 | 31 |
| Corporate trust and agency accounts, managed assets | $67,104,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $2,852,572,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,573,877,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $379,065,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $748,929,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,700,399,000 | 18 |
| Other retirement accounts, non-managed assets | $2,415,045,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $49,330,439,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,172,247,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $68,450,912,000 | 22 |
| Managed Assets ($) | $9,709,445,000 | 43 |
| Personal trust and agency accounts, managed assets | $5,314,630,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,399,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $786,217,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $363,235,000 | 31 |
| Corporate trust and agency accounts, managed assets | $59,946,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $2,883,018,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $58,741,467,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $333,971,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $742,274,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,724,500,000 | 18 |
| Other retirement accounts, non-managed assets | $2,453,660,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $48,487,062,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,891,560,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $66,526,131,000 | 24 |
| Managed Assets ($) | $9,632,178,000 | 46 |
| Personal trust and agency accounts, managed assets | $5,284,538,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $314,778,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $772,821,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $346,881,000 | 37 |
| Corporate trust and agency accounts, managed assets | $66,830,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $2,846,330,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,893,953,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $145,315,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $771,986,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,475,761,000 | 18 |
| Other retirement accounts, non-managed assets | $2,321,853,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $47,179,038,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,244,053,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $65,644,873,000 | 23 |
| Managed Assets ($) | $9,161,252,000 | 45 |
| Personal trust and agency accounts, managed assets | $5,010,415,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,689,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $749,990,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $337,645,000 | 37 |
| Corporate trust and agency accounts, managed assets | $77,543,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $2,672,970,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,483,621,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $162,682,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $784,224,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,770,819,000 | 18 |
| Other retirement accounts, non-managed assets | $2,289,518,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $46,476,378,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,888,977,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $62,303,538,000 | 24 |
| Managed Assets ($) | $8,740,573,000 | 45 |
| Personal trust and agency accounts, managed assets | $4,549,156,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $324,185,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $781,542,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $345,846,000 | 37 |
| Corporate trust and agency accounts, managed assets | $62,832,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $2,677,012,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,562,965,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $171,803,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $800,409,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,685,602,000 | 19 |
| Other retirement accounts, non-managed assets | $2,326,216,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $43,578,935,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,120,921,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $62,190,214,000 | 25 |
| Managed Assets ($) | $8,512,037,000 | 45 |
| Personal trust and agency accounts, managed assets | $4,442,958,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $323,957,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $762,866,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $341,362,000 | 38 |
| Corporate trust and agency accounts, managed assets | $69,256,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $2,571,638,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,678,177,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $150,275,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $838,197,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,610,002,000 | 19 |
| Other retirement accounts, non-managed assets | $2,352,873,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $43,726,830,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,724,202,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,425,430,000 | 26 |
| Managed Assets ($) | $8,578,764,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,499,642,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $320,287,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $760,552,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $339,013,000 | 38 |
| Corporate trust and agency accounts, managed assets | $54,231,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $2,605,039,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,846,666,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $147,933,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $840,447,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,517,886,000 | 20 |
| Other retirement accounts, non-managed assets | $2,258,069,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $42,082,331,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,589,603,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,448,392,000 | 25 |
| Managed Assets ($) | $8,621,823,000 | 43 |
| Personal trust and agency accounts, managed assets | $4,483,300,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $315,845,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $748,970,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $333,659,000 | 36 |
| Corporate trust and agency accounts, managed assets | $59,870,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $2,680,179,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,826,569,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $142,545,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $924,668,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,427,800,000 | 19 |
| Other retirement accounts, non-managed assets | $2,275,590,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $41,055,966,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,711,001,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $57,316,503,000 | 27 |
| Managed Assets ($) | $7,951,911,000 | 45 |
| Personal trust and agency accounts, managed assets | $4,490,977,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $317,373,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $740,524,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $328,996,000 | 39 |
| Corporate trust and agency accounts, managed assets | $10,644,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $2,063,397,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,364,592,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $170,860,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $887,844,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,327,715,000 | 21 |
| Other retirement accounts, non-managed assets | $2,239,976,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $39,738,197,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,634,878,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $56,451,001,000 | 28 |
| Managed Assets ($) | $8,146,955,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,610,451,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,498,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $766,715,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $352,543,000 | 36 |
| Corporate trust and agency accounts, managed assets | $8,399,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,080,349,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,304,046,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $172,642,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $758,731,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,561,452,000 | 22 |
| Other retirement accounts, non-managed assets | $2,297,085,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $38,514,136,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,231,629,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $55,372,378,000 | 28 |
| Managed Assets ($) | $8,315,833,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,458,352,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $594,532,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $802,435,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $375,963,000 | 34 |
| Corporate trust and agency accounts, managed assets | $49,405,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $2,035,146,000 | 56 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $47,056,545,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $136,731,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $749,920,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,060,370,000 | 20 |
| Other retirement accounts, non-managed assets | $2,172,449,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $37,937,075,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,814,292,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $55,096,348,000 | 28 |
| Managed Assets ($) | $8,534,445,000 | 46 |
| Personal trust and agency accounts, managed assets | $4,568,416,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $613,854,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $842,236,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $428,178,000 | 31 |
| Corporate trust and agency accounts, managed assets | $56,417,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $2,025,344,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,561,903,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $121,952,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $748,589,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,000,433,000 | 21 |
| Other retirement accounts, non-managed assets | $2,165,823,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $37,525,106,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,760,834,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $55,517,685,000 | 28 |
| Managed Assets ($) | $9,021,205,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,651,021,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $668,569,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $847,630,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $384,471,000 | 33 |
| Corporate trust and agency accounts, managed assets | $60,455,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $2,409,059,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,496,480,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $99,162,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $947,132,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,982,215,000 | 21 |
| Other retirement accounts, non-managed assets | $2,659,390,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $36,808,581,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,850,152,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $55,130,132,000 | 29 |
| Managed Assets ($) | $9,597,059,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,681,431,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,183,747,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $839,480,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $380,776,000 | 34 |
| Corporate trust and agency accounts, managed assets | $47,972,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $2,463,653,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,533,073,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $97,051,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $955,685,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,926,729,000 | 22 |
| Other retirement accounts, non-managed assets | $2,250,876,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $36,302,732,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,716,807,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $50,911,106,000 | 27 |
| Managed Assets ($) | $9,067,699,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,488,757,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,091,789,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $806,890,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $294,205,000 | 42 |
| Corporate trust and agency accounts, managed assets | $43,162,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $2,342,896,000 | 52 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,843,407,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $53,142,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $824,569,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,350,297,000 | 22 |
| Other retirement accounts, non-managed assets | $458,457,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $35,156,942,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,947,678,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $54,185,512,000 | 26 |
| Managed Assets ($) | $12,436,682,000 | 33 |
| Personal trust and agency accounts, managed assets | $4,517,876,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,065,274,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $794,115,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $288,359,000 | 40 |
| Corporate trust and agency accounts, managed assets | $40,075,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $5,730,983,000 | 28 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,748,830,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $79,465,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $913,317,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,471,027,000 | 21 |
| Other retirement accounts, non-managed assets | $566,747,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $34,718,274,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,677,623,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $28,816,611,000 | 33 |
| Managed Assets ($) | $8,261,142,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,857,115,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $841,129,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $504,153,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $154,943,000 | 61 |
| Corporate trust and agency accounts, managed assets | $25,995,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $4,877,807,000 | 30 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,555,469,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $24,548,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,694,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,169,106,000 | 36 |
| Other retirement accounts, non-managed assets | $171,713,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $19,004,408,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,435,055,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $29,352,017,000 | 34 |
| Managed Assets ($) | $8,470,552,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,920,457,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $873,661,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $482,463,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $161,229,000 | 60 |
| Corporate trust and agency accounts, managed assets | $35,786,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $4,996,956,000 | 28 |
| 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 | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,881,465,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $24,845,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,533,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,193,551,000 | 38 |
| Other retirement accounts, non-managed assets | $180,557,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $19,282,979,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,483,105,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $26,334,818,000 | 39 |
| Managed Assets ($) | $9,338,060,000 | 40 |
| Personal trust and agency accounts, managed assets | $2,267,379,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $930,158,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $512,055,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $171,987,000 | 54 |
| Corporate trust and agency accounts, managed assets | $19,598,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $5,436,874,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,000 | 352 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,996,758,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $46,469,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $290,730,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,460,842,000 | 36 |
| Other retirement accounts, non-managed assets | $217,979,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $14,980,675,000 | 14 |
| 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 | $63,000 | 239 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,618,007,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 |