| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $231,830,238,000 | 14 |
| Managed Assets ($) | $157,334,209,000 | 8 |
| Personal trust and agency accounts, managed assets | $41,668,676,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,035,252,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $4,042,795,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $11,442,831,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $71,414,521,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $25,516,170,000 | 5 |
| Other fiduciary accounts, managed assets | $213,964,000 | 19 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $10,131,482,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $74,496,029,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $2,727,414,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $19,609,176,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,641,727,000 | 9 |
| Other retirement accounts, non-managed assets | $35,858,786,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,208,972,000 | 9 |
| Other fiduciary accounts, non-managed assets | $4,449,954,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $127,101,684,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $295,806,000 | 32 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $216,426,631,000 | 14 |
| Managed Assets ($) | $146,256,558,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,622,407,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,917,545,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,541,951,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $10,523,897,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $66,841,676,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $23,604,168,000 | 5 |
| Other fiduciary accounts, managed assets | $204,914,000 | 19 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,333,912,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,170,073,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $2,661,538,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,542,338,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,052,968,000 | 10 |
| Other retirement accounts, non-managed assets | $33,436,624,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,145,770,000 | 9 |
| Other fiduciary accounts, non-managed assets | $4,330,835,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $120,661,317,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $273,564,000 | 30 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $214,978,994,000 | 14 |
| Managed Assets ($) | $147,757,507,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,201,390,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,759,884,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,680,137,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $10,837,980,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $66,426,729,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $24,487,994,000 | 5 |
| Other fiduciary accounts, managed assets | $363,393,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,606,854,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $67,221,487,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $2,796,841,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,486,281,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,230,829,000 | 11 |
| Other retirement accounts, non-managed assets | $31,150,123,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,168,206,000 | 8 |
| Other fiduciary accounts, non-managed assets | $4,389,207,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $118,088,176,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $283,867,000 | 31 |
| 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 | $208,750,254,000 | 15 |
| Managed Assets ($) | $148,589,726,000 | 9 |
| Personal trust and agency accounts, managed assets | $38,629,056,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,822,342,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,808,248,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $15,039,801,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $64,235,141,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $23,708,735,000 | 5 |
| Other fiduciary accounts, managed assets | $346,403,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,217,202,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,160,528,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,702,579,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,783,140,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,400,752,000 | 12 |
| Other retirement accounts, non-managed assets | $24,792,445,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,146,780,000 | 8 |
| Other fiduciary accounts, non-managed assets | $4,334,832,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $113,012,674,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $274,195,000 | 32 |
| 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 | $203,800,041,000 | 14 |
| Managed Assets ($) | $143,770,683,000 | 10 |
| Personal trust and agency accounts, managed assets | $38,056,648,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,952,438,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $3,688,677,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $15,103,076,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $61,194,592,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $22,456,231,000 | 5 |
| Other fiduciary accounts, managed assets | $319,021,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,860,750,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $60,029,358,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,677,930,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,482,822,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,004,925,000 | 13 |
| Other retirement accounts, non-managed assets | $25,469,369,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,078,493,000 | 9 |
| Other fiduciary accounts, non-managed assets | $4,315,819,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $109,882,839,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $258,362,000 | 35 |
| 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 | $192,281,201,000 | 14 |
| Managed Assets ($) | $135,195,093,000 | 10 |
| Personal trust and agency accounts, managed assets | $35,939,752,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,454,640,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,539,349,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $14,985,509,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $56,634,176,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $21,343,815,000 | 5 |
| Other fiduciary accounts, managed assets | $297,852,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,377,445,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,086,108,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,600,189,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,091,619,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,718,999,000 | 13 |
| Other retirement accounts, non-managed assets | $23,365,461,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,068,090,000 | 8 |
| Other fiduciary accounts, non-managed assets | $4,241,750,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $110,350,490,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $243,646,000 | 32 |
| 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 | $199,061,110,000 | 11 |
| Managed Assets ($) | $139,096,180,000 | 9 |
| Personal trust and agency accounts, managed assets | $37,680,247,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,216,158,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,877,668,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $15,512,092,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $56,603,798,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $22,796,921,000 | 5 |
| Other fiduciary accounts, managed assets | $409,296,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,814,636,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,964,930,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $2,689,322,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,290,391,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,287,471,000 | 12 |
| Other retirement accounts, non-managed assets | $24,388,043,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,055,090,000 | 8 |
| Other fiduciary accounts, non-managed assets | $4,254,613,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $108,890,199,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $258,966,000 | 27 |
| 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 | $219,778,411,000 | 11 |
| Managed Assets ($) | $154,631,692,000 | 9 |
| Personal trust and agency accounts, managed assets | $42,157,169,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,552,525,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,326,803,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $16,724,822,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $62,451,078,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $25,999,484,000 | 4 |
| Other fiduciary accounts, managed assets | $419,811,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,988,936,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,146,719,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $2,868,614,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $22,945,835,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,509,106,000 | 12 |
| Other retirement accounts, non-managed assets | $22,387,782,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,169,406,000 | 7 |
| Other fiduciary accounts, non-managed assets | $4,265,976,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $116,789,578,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $291,445,000 | 29 |
| 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 | $232,147,362,000 | 11 |
| Managed Assets ($) | $164,052,803,000 | 7 |
| Personal trust and agency accounts, managed assets | $44,738,971,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,634,679,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,662,828,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $17,606,828,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $65,651,870,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $28,328,718,000 | 4 |
| Other fiduciary accounts, managed assets | $428,909,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $10,668,697,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $68,094,559,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $2,922,625,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,824,380,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,317,051,000 | 13 |
| Other retirement accounts, non-managed assets | $21,492,738,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,231,129,000 | 7 |
| Other fiduciary accounts, non-managed assets | $4,306,636,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $125,032,810,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $320,751,000 | 31 |
| 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 | $214,988,606,000 | 11 |
| Managed Assets ($) | $151,893,689,000 | 8 |
| Personal trust and agency accounts, managed assets | $41,688,466,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,545,584,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,241,093,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $16,950,971,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $59,334,822,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $26,719,142,000 | 4 |
| Other fiduciary accounts, managed assets | $413,611,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,952,519,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,094,917,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $2,786,239,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $23,477,299,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,896,285,000 | 13 |
| Other retirement accounts, non-managed assets | $18,975,564,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $761,876,000 | 9 |
| Other fiduciary accounts, non-managed assets | $4,197,654,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $118,886,819,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $302,020,000 | 29 |
| 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 | $219,100,666,000 | 11 |
| Managed Assets ($) | $153,899,782,000 | 8 |
| Personal trust and agency accounts, managed assets | $42,395,159,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,423,664,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $4,707,854,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $17,007,379,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $59,575,997,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $27,363,628,000 | 4 |
| Other fiduciary accounts, managed assets | $426,101,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,982,197,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,200,884,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $2,980,726,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,018,988,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,986,112,000 | 13 |
| Other retirement accounts, non-managed assets | $19,236,812,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $801,824,000 | 9 |
| Other fiduciary accounts, non-managed assets | $4,176,422,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $116,562,505,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $305,756,000 | 30 |
| 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 | $210,522,578,000 | 11 |
| Managed Assets ($) | $148,281,860,000 | 7 |
| Personal trust and agency accounts, managed assets | $41,493,479,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,277,993,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $4,416,950,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $16,426,913,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $56,955,756,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $26,289,216,000 | 4 |
| Other fiduciary accounts, managed assets | $421,553,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,401,167,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,240,718,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $2,965,297,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,994,869,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,167,935,000 | 13 |
| Other retirement accounts, non-managed assets | $16,337,754,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $603,096,000 | 11 |
| Other fiduciary accounts, non-managed assets | $4,171,767,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $113,651,835,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $298,227,000 | 30 |
| 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 | $205,279,545,000 | 11 |
| Managed Assets ($) | $144,780,362,000 | 7 |
| Personal trust and agency accounts, managed assets | $40,706,363,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,017,563,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $4,350,954,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $16,556,684,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $54,809,782,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $25,930,439,000 | 4 |
| Other fiduciary accounts, managed assets | $408,577,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,199,097,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $60,499,183,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $2,908,677,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,085,039,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,759,240,000 | 13 |
| Other retirement accounts, non-managed assets | $14,986,582,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $579,951,000 | 12 |
| Other fiduciary accounts, non-managed assets | $4,179,694,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $109,630,808,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $283,015,000 | 32 |
| 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 | $189,137,223,000 | 11 |
| Managed Assets ($) | $133,527,296,000 | 7 |
| Personal trust and agency accounts, managed assets | $37,680,026,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,739,540,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $4,229,952,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $15,656,139,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $50,326,209,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $23,500,156,000 | 4 |
| Other fiduciary accounts, managed assets | $395,274,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,415,740,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,609,927,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $2,767,843,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $23,041,330,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,394,112,000 | 13 |
| Other retirement accounts, non-managed assets | $13,720,882,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $530,577,000 | 13 |
| Other fiduciary accounts, non-managed assets | $4,155,183,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $102,047,227,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $253,095,000 | 31 |
| 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 | $183,429,591,000 | 11 |
| Managed Assets ($) | $127,855,039,000 | 6 |
| Personal trust and agency accounts, managed assets | $36,198,727,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,560,744,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $4,238,018,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $15,245,268,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $48,019,639,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $22,248,147,000 | 4 |
| Other fiduciary accounts, managed assets | $344,496,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,982,082,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,574,552,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $2,463,661,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $22,735,379,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,440,268,000 | 13 |
| Other retirement accounts, non-managed assets | $14,316,593,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $503,324,000 | 14 |
| Other fiduciary accounts, non-managed assets | $4,115,327,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $96,169,689,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $241,880,000 | 32 |
| 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 | $166,535,130,000 | 11 |
| Managed Assets ($) | $114,965,414,000 | 6 |
| Personal trust and agency accounts, managed assets | $32,523,203,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,387,594,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $3,860,272,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $14,100,411,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $42,736,462,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,026,384,000 | 4 |
| Other fiduciary accounts, managed assets | $331,088,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,951,029,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,569,716,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $2,501,758,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $20,727,003,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,848,525,000 | 13 |
| Other retirement accounts, non-managed assets | $12,986,345,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $450,287,000 | 13 |
| Other fiduciary accounts, non-managed assets | $4,055,798,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $88,679,548,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $216,975,000 | 35 |
| 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 | $190,654,391,000 | 11 |
| Managed Assets ($) | $132,758,789,000 | 7 |
| Personal trust and agency accounts, managed assets | $38,610,710,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,626,400,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $4,329,530,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $15,067,952,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $48,476,282,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $24,298,212,000 | 4 |
| Other fiduciary accounts, managed assets | $349,703,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,124,069,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $18,249,523,000 | 5 |
| Non-managed Assets ($) | $57,895,602,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $2,712,468,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,822,414,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,841,318,000 | 13 |
| Other retirement accounts, non-managed assets | $12,921,157,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $531,050,000 | 13 |
| Other fiduciary accounts, non-managed assets | $4,067,195,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $95,733,944,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $263,861,000 | 33 |
| 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 | $185,120,028,000 | 12 |
| Managed Assets ($) | $128,859,266,000 | 8 |
| Personal trust and agency accounts, managed assets | $40,107,713,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,620,244,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,568,036,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $14,649,058,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $45,967,395,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $22,603,041,000 | 4 |
| Other fiduciary accounts, managed assets | $343,779,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,686,281,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,260,762,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,170,178,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $23,967,890,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,625,352,000 | 12 |
| Other retirement accounts, non-managed assets | $11,950,153,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $498,487,000 | 13 |
| Other fiduciary accounts, non-managed assets | $4,048,702,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $96,373,193,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $256,256,000 | 30 |
| 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 | $184,306,714,000 | 11 |
| Managed Assets ($) | $129,248,388,000 | 7 |
| Personal trust and agency accounts, managed assets | $40,937,818,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,627,815,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,293,532,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $14,459,257,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $46,177,521,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $22,403,343,000 | 4 |
| Other fiduciary accounts, managed assets | $349,102,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,512,067,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,058,326,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,154,389,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,220,026,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,521,177,000 | 12 |
| Other retirement accounts, non-managed assets | $10,633,476,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $490,276,000 | 14 |
| Other fiduciary accounts, non-managed assets | $4,038,982,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $93,539,233,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $259,972,000 | 29 |
| 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 | $179,475,358,000 | 11 |
| Managed Assets ($) | $125,562,722,000 | 6 |
| Personal trust and agency accounts, managed assets | $39,702,488,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,506,678,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,414,953,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $14,136,983,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $44,464,713,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $21,987,634,000 | 4 |
| Other fiduciary accounts, managed assets | $349,273,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,243,982,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,912,636,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,092,547,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $23,386,894,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,060,278,000 | 12 |
| Other retirement accounts, non-managed assets | $10,911,139,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $513,113,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,948,665,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $92,785,638,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $260,716,000 | 27 |
| 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 | $166,605,881,000 | 11 |
| Managed Assets ($) | $115,447,226,000 | 6 |
| Personal trust and agency accounts, managed assets | $36,386,569,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,294,329,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,163,500,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $13,385,972,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $41,034,827,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,851,529,000 | 5 |
| Other fiduciary accounts, managed assets | $330,500,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,656,686,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $23,248,947,000 | 5 |
| Non-managed Assets ($) | $51,158,655,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $2,767,261,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $21,202,566,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,778,804,000 | 12 |
| Other retirement accounts, non-managed assets | $10,002,763,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $475,469,000 | 15 |
| Other fiduciary accounts, non-managed assets | $3,931,792,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $90,462,557,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $237,219,000 | 30 |
| 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 | $179,376,706,000 | 11 |
| Managed Assets ($) | $124,643,266,000 | 6 |
| Personal trust and agency accounts, managed assets | $38,978,162,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,430,048,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,408,822,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $13,918,330,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $44,034,630,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $22,539,155,000 | 3 |
| Other fiduciary accounts, managed assets | $334,119,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,294,328,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,733,440,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,745,360,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $23,144,655,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,613,893,000 | 12 |
| Other retirement accounts, non-managed assets | $9,799,244,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $496,248,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,934,040,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $96,847,519,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $273,722,000 | 27 |
| 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 | $174,332,282,000 | 11 |
| Managed Assets ($) | $121,250,327,000 | 6 |
| Personal trust and agency accounts, managed assets | $38,978,162,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,296,865,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,331,376,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $13,565,287,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $42,120,348,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $21,614,061,000 | 4 |
| Other fiduciary accounts, managed assets | $344,228,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,988,292,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,081,955,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,745,360,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $22,578,150,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,412,326,000 | 12 |
| Other retirement accounts, non-managed assets | $8,935,386,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $486,554,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,924,179,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $92,359,480,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $269,143,000 | 27 |
| 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 | $172,122,836,000 | 11 |
| Managed Assets ($) | $120,580,591,000 | 6 |
| Personal trust and agency accounts, managed assets | $39,369,626,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,186,856,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,448,834,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $13,535,751,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $41,328,092,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $21,366,298,000 | 4 |
| Other fiduciary accounts, managed assets | $345,134,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,852,711,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,542,245,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,292,415,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $22,301,062,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,489,526,000 | 12 |
| Other retirement accounts, non-managed assets | $8,022,331,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $506,940,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,929,971,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $92,853,656,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $269,261,000 | 28 |
| 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 | $175,672,955,000 | 11 |
| Managed Assets ($) | $123,192,924,000 | 6 |
| Personal trust and agency accounts, managed assets | $41,062,879,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,199,913,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,530,980,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $13,519,597,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $42,044,891,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $21,499,886,000 | 4 |
| Other fiduciary accounts, managed assets | $334,778,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,847,492,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $23,484,342,000 | 6 |
| Non-managed Assets ($) | $52,480,031,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,311,965,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $22,535,556,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,962,106,000 | 11 |
| Other retirement accounts, non-managed assets | $8,226,523,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $513,208,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,930,673,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $94,304,524,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $286,133,000 | 30 |
| 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 | $168,697,709,000 | 11 |
| Managed Assets ($) | $117,988,354,000 | 7 |
| Personal trust and agency accounts, managed assets | $39,649,995,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,158,550,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,313,847,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $13,012,783,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $40,253,796,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,260,691,000 | 5 |
| Other fiduciary accounts, managed assets | $338,692,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,597,656,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,709,355,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,668,519,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $21,805,143,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,481,978,000 | 12 |
| Other retirement accounts, non-managed assets | $7,339,555,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $491,549,000 | 15 |
| Other fiduciary accounts, non-managed assets | $3,922,611,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $93,498,413,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $309,142,000 | 26 |
| 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 | $164,525,726,000 | 11 |
| Managed Assets ($) | $115,101,633,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,082,500,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $846,838,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,323,570,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $12,682,418,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $39,285,284,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,546,893,000 | 4 |
| Other fiduciary accounts, managed assets | $334,130,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,324,344,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,424,093,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,580,762,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $20,985,200,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,085,834,000 | 12 |
| Other retirement accounts, non-managed assets | $7,481,198,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $443,338,000 | 15 |
| Other fiduciary accounts, non-managed assets | $3,847,761,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $89,121,511,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $370,259,000 | 25 |
| 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 | $162,221,334,000 | 10 |
| Managed Assets ($) | $113,716,699,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,893,539,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $467,886,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $3,283,987,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $12,760,125,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $38,696,373,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,285,999,000 | 4 |
| Other fiduciary accounts, managed assets | $328,790,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,128,965,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,504,635,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,526,625,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $20,798,062,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,809,686,000 | 12 |
| Other retirement accounts, non-managed assets | $7,346,883,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $432,563,000 | 15 |
| Other fiduciary accounts, non-managed assets | $3,590,816,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $89,208,218,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $385,546,000 | 24 |
| 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 | $157,178,992,000 | 10 |
| Managed Assets ($) | $110,757,778,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,129,638,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $447,130,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,061,829,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $12,445,722,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $37,528,086,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $18,824,554,000 | 4 |
| Other fiduciary accounts, managed assets | $320,819,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,899,938,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $21,544,856,000 | 4 |
| Non-managed Assets ($) | $46,421,214,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,610,889,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $19,866,388,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,247,627,000 | 12 |
| Other retirement accounts, non-managed assets | $6,669,428,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $418,434,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,608,448,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $88,441,132,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $380,812,000 | 28 |
| 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 | $157,408,733,000 | 10 |
| Managed Assets ($) | $110,777,673,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,363,873,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $435,267,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $2,940,719,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $12,315,146,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $37,350,060,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,052,873,000 | 4 |
| Other fiduciary accounts, managed assets | $319,735,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,874,099,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,631,060,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,713,960,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $19,488,858,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,322,655,000 | 12 |
| Other retirement accounts, non-managed assets | $7,090,263,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $417,047,000 | 15 |
| Other fiduciary accounts, non-managed assets | $3,598,277,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $87,542,893,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $379,640,000 | 25 |
| 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 | $155,574,482,000 | 11 |
| Managed Assets ($) | $109,857,531,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,423,852,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $440,893,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $2,850,573,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $12,106,878,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $36,859,402,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $18,842,697,000 | 4 |
| Other fiduciary accounts, managed assets | $333,236,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,762,803,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,716,951,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,711,595,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,820,098,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,965,208,000 | 11 |
| Other retirement accounts, non-managed assets | $7,228,853,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $406,325,000 | 16 |
| Other fiduciary accounts, non-managed assets | $3,584,872,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $84,985,870,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $371,648,000 | 24 |
| 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 | $154,731,470,000 | 11 |
| Managed Assets ($) | $110,062,548,000 | 7 |
| Personal trust and agency accounts, managed assets | $38,412,132,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $453,734,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,215,945,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $11,945,692,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $36,649,928,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,067,423,000 | 3 |
| Other fiduciary accounts, managed assets | $317,694,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,674,169,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,668,922,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,631,868,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,596,256,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,649,934,000 | 11 |
| Other retirement accounts, non-managed assets | $6,791,060,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $400,012,000 | 16 |
| Other fiduciary accounts, non-managed assets | $3,599,792,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $85,507,754,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $376,634,000 | 25 |
| 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 | $155,192,325,000 | 11 |
| Managed Assets ($) | $110,210,700,000 | 7 |
| Personal trust and agency accounts, managed assets | $38,828,161,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $465,310,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,275,941,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $11,711,054,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $36,434,393,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,163,984,000 | 3 |
| Other fiduciary accounts, managed assets | $331,857,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,644,008,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $20,322,178,000 | 4 |
| Non-managed Assets ($) | $44,981,625,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,605,771,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,320,531,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,934,802,000 | 11 |
| Other retirement accounts, non-managed assets | $7,013,935,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $413,331,000 | 16 |
| Other fiduciary accounts, non-managed assets | $3,693,255,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $85,339,857,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $388,783,000 | 25 |
| 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 | $152,238,743,000 | 11 |
| Managed Assets ($) | $108,526,813,000 | 7 |
| Personal trust and agency accounts, managed assets | $38,812,632,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $473,175,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,235,816,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $11,131,995,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $35,360,386,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,195,820,000 | 3 |
| Other fiduciary accounts, managed assets | $316,989,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,407,541,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,711,930,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,430,538,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,603,387,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,853,264,000 | 11 |
| Other retirement accounts, non-managed assets | $6,857,262,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $409,659,000 | 16 |
| Other fiduciary accounts, non-managed assets | $3,557,820,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $86,098,571,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $389,968,000 | 25 |
| 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 | $157,661,161,000 | 12 |
| Managed Assets ($) | $112,175,367,000 | 7 |
| Personal trust and agency accounts, managed assets | $40,675,717,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $544,218,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $3,646,561,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $11,163,927,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $35,661,875,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,161,311,000 | 3 |
| Other fiduciary accounts, managed assets | $321,758,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,595,883,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,485,794,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,552,583,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,515,339,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,343,210,000 | 11 |
| Other retirement accounts, non-managed assets | $7,094,928,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $440,149,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,539,585,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $87,477,643,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $417,470,000 | 25 |
| 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 | $159,337,986,000 | 11 |
| Managed Assets ($) | $113,941,218,000 | 7 |
| Personal trust and agency accounts, managed assets | $42,039,390,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $565,932,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $3,620,897,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $10,892,918,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $36,361,012,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,135,950,000 | 3 |
| Other fiduciary accounts, managed assets | $325,119,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,516,000,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,396,768,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,558,861,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,841,739,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,381,647,000 | 11 |
| Other retirement accounts, non-managed assets | $6,639,039,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $472,212,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,503,270,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $88,511,227,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $436,729,000 | 28 |
| 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 | $158,412,294,000 | 11 |
| Managed Assets ($) | $113,704,666,000 | 7 |
| Personal trust and agency accounts, managed assets | $42,069,631,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $576,936,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $3,596,255,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $10,691,244,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $35,803,882,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,627,957,000 | 3 |
| Other fiduciary accounts, managed assets | $338,761,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,394,087,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $19,369,094,000 | 5 |
| Non-managed Assets ($) | $44,707,628,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,549,854,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,045,960,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,916,470,000 | 11 |
| Other retirement accounts, non-managed assets | $6,243,821,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $465,028,000 | 15 |
| Other fiduciary accounts, non-managed assets | $3,486,495,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $89,038,890,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $436,033,000 | 30 |
| 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 | $155,049,631,000 | 11 |
| Managed Assets ($) | $111,171,316,000 | 7 |
| Personal trust and agency accounts, managed assets | $41,086,276,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $584,775,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $3,609,533,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $10,265,323,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $34,910,756,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,377,148,000 | 3 |
| Other fiduciary accounts, managed assets | $337,505,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,214,843,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,878,315,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,516,730,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,311,346,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,019,782,000 | 11 |
| Other retirement accounts, non-managed assets | $6,103,939,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $453,290,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,473,228,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $88,395,478,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $430,242,000 | 29 |
| 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 | $158,241,928,000 | 11 |
| Managed Assets ($) | $111,578,572,000 | 8 |
| Personal trust and agency accounts, managed assets | $41,849,719,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $608,938,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,702,435,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $10,055,625,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $34,512,955,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,512,686,000 | 3 |
| Other fiduciary accounts, managed assets | $336,214,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,160,335,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,663,356,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,598,492,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,991,968,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,994,519,000 | 12 |
| Other retirement accounts, non-managed assets | $8,153,670,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $464,391,000 | 15 |
| Other fiduciary accounts, non-managed assets | $3,460,316,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $86,083,506,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $444,733,000 | 30 |
| 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 | $153,134,158,000 | 12 |
| Managed Assets ($) | $110,157,139,000 | 8 |
| Personal trust and agency accounts, managed assets | $41,495,185,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $600,598,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $3,564,510,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $9,611,605,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $34,293,802,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,260,977,000 | 3 |
| Other fiduciary accounts, managed assets | $330,462,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,920,011,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,977,019,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,605,610,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,245,378,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,228,300,000 | 12 |
| Other retirement accounts, non-managed assets | $5,973,865,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $458,358,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,465,508,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $86,286,216,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $438,004,000 | 31 |
| 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 | $154,799,656,000 | 12 |
| Managed Assets ($) | $109,400,134,000 | 8 |
| Personal trust and agency accounts, managed assets | $41,854,797,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $596,640,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $3,571,290,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $9,342,379,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $33,676,838,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,033,078,000 | 3 |
| Other fiduciary accounts, managed assets | $325,112,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,765,596,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $12,429,079,000 | 5 |
| Non-managed Assets ($) | $45,399,522,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,526,355,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,834,299,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,748,883,000 | 12 |
| Other retirement accounts, non-managed assets | $5,868,169,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $475,120,000 | 15 |
| Other fiduciary accounts, non-managed assets | $6,946,696,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $80,878,355,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $446,180,000 | 32 |
| 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 | $146,222,362,000 | 12 |
| Managed Assets ($) | $104,698,073,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,958,083,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,641,561,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,477,633,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $7,643,628,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $30,321,516,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $18,655,652,000 | 3 |
| 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 | $4,488,448,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,524,289,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $6,143,086,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,379,099,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,232,431,000 | 23 |
| Other retirement accounts, non-managed assets | $20,357,962,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $3,978,055,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $433,656,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $77,793,739,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $428,551,000 | 32 |
| 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 | $141,857,968,000 | 12 |
| Managed Assets ($) | $102,665,155,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,528,902,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,501,117,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,450,995,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $7,405,073,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $29,640,649,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $18,138,419,000 | 3 |
| 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 | $4,236,673,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,192,813,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $6,236,047,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,109,679,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,120,796,000 | 24 |
| Other retirement accounts, non-managed assets | $19,434,199,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $2,860,896,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $431,196,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $80,340,591,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $414,060,000 | 33 |
| 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 | $141,884,012,000 | 12 |
| Managed Assets ($) | $102,637,766,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,909,220,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,446,115,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,400,843,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $7,461,367,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $29,212,135,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $18,208,086,000 | 3 |
| 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 | $4,194,775,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,246,246,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $6,251,838,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,007,772,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,106,091,000 | 24 |
| Other retirement accounts, non-managed assets | $18,995,304,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $3,528,440,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $356,801,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $81,262,625,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $422,076,000 | 32 |
| 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 | $127,092,357,000 | 13 |
| Managed Assets ($) | $97,403,026,000 | 8 |
| Personal trust and agency accounts, managed assets | $37,876,688,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,326,119,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,246,666,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $7,196,293,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $27,548,657,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $17,203,316,000 | 3 |
| Other fiduciary accounts, managed assets | $5,287,000 | 75 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,926,208,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $11,385,823,000 | 6 |
| Non-managed Assets ($) | $29,689,331,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $6,185,001,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,405,583,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,016,014,000 | 23 |
| Other retirement accounts, non-managed assets | $10,701,678,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $3,381,055,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $84,540,022,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $400,673,000 | 31 |
| 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 | $127,339,789,000 | 13 |
| Managed Assets ($) | $95,394,499,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,360,378,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,048,762,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,492,755,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $6,943,197,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $26,889,917,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $17,654,061,000 | 3 |
| Other fiduciary accounts, managed assets | $5,429,000 | 59 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,839,995,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,945,290,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $5,923,018,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,705,107,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,921,895,000 | 23 |
| Other retirement accounts, non-managed assets | $11,014,190,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $3,381,080,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $82,617,311,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $418,508,000 | 29 |
| 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 | $123,005,733,000 | 13 |
| Managed Assets ($) | $92,895,939,000 | 8 |
| Personal trust and agency accounts, managed assets | $37,297,758,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,968,469,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $3,496,805,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $6,105,120,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $27,258,747,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $16,763,703,000 | 3 |
| Other fiduciary accounts, managed assets | $5,337,000 | 56 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,617,119,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,109,794,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $5,619,314,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,640,790,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,815,166,000 | 22 |
| Other retirement accounts, non-managed assets | $10,542,565,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $2,491,959,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $79,072,044,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $414,703,000 | 29 |
| 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 | $126,348,832,000 | 13 |
| Managed Assets ($) | $95,669,404,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,960,495,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,103,140,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $3,886,826,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $6,361,940,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $27,130,451,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $17,220,969,000 | 3 |
| Other fiduciary accounts, managed assets | $5,583,000 | 55 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,607,150,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,679,428,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $5,414,597,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,483,100,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,958,151,000 | 21 |
| Other retirement accounts, non-managed assets | $10,744,070,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $3,079,510,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $80,752,934,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $424,639,000 | 28 |
| 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 | $121,091,192,000 | 13 |
| Managed Assets ($) | $91,090,443,000 | 7 |
| Personal trust and agency accounts, managed assets | $36,954,565,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,857,780,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $3,899,865,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $6,087,020,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $25,986,688,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $16,299,267,000 | 3 |
| Other fiduciary accounts, managed assets | $5,258,000 | 65 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,111,358,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $11,269,902,000 | 5 |
| Non-managed Assets ($) | $30,000,749,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $5,441,695,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,012,281,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,280,954,000 | 18 |
| Other retirement accounts, non-managed assets | $9,852,783,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $3,413,036,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $79,887,020,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $384,839,000 | 28 |
| 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 | $116,472,168,000 | 13 |
| Managed Assets ($) | $87,287,616,000 | 6 |
| Personal trust and agency accounts, managed assets | $35,098,150,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,802,447,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,846,607,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $5,937,813,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $24,764,760,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $15,834,663,000 | 3 |
| Other fiduciary accounts, managed assets | $3,176,000 | 63 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,111,049,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,184,552,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $5,429,724,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,640,088,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,113,434,000 | 19 |
| Other retirement accounts, non-managed assets | $9,429,490,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $3,571,816,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $218,488,738,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $384,839,000 | 26 |
| 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 | $129,204,312,000 | 12 |
| Managed Assets ($) | $93,565,646,000 | 6 |
| Personal trust and agency accounts, managed assets | $39,022,550,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,849,086,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,232,809,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $6,141,258,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $25,182,601,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $17,136,311,000 | 3 |
| Other fiduciary accounts, managed assets | $1,031,000 | 77 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,376,849,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,638,666,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $6,667,714,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,568,420,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,354,193,000 | 15 |
| Other retirement accounts, non-managed assets | $10,272,660,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $2,775,679,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $480,556,623,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $429,321,000 | 24 |
| 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 | $128,831,489,000 | 12 |
| Managed Assets ($) | $94,719,609,000 | 6 |
| Personal trust and agency accounts, managed assets | $39,717,114,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,921,413,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,272,660,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $6,243,624,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $25,838,390,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $16,724,602,000 | 3 |
| Other fiduciary accounts, managed assets | $1,806,000 | 69 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,331,148,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,111,880,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $4,870,642,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,452,697,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,318,606,000 | 15 |
| Other retirement accounts, non-managed assets | $10,252,805,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $3,217,130,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $548,012,545,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $428,783,000 | 23 |
| 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 | $125,203,710,000 | 12 |
| Managed Assets ($) | $92,451,089,000 | 6 |
| Personal trust and agency accounts, managed assets | $39,149,806,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,915,157,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $4,174,434,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $6,195,195,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $25,014,222,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $15,983,080,000 | 3 |
| Other fiduciary accounts, managed assets | $19,195,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,069,325,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $11,116,907,000 | 7 |
| Non-managed Assets ($) | $32,752,621,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $4,430,836,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,000,380,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,994,729,000 | 15 |
| Other retirement accounts, non-managed assets | $9,849,633,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $3,477,043,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $591,786,639,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $395,370,000 | 25 |
| 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 | $121,396,355,000 | 12 |
| Managed Assets ($) | $88,678,423,000 | 7 |
| Personal trust and agency accounts, managed assets | $38,719,703,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,008,650,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,195,827,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $5,559,724,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $24,160,864,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $14,018,925,000 | 3 |
| Other fiduciary accounts, managed assets | $14,730,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $3,069,009,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,717,932,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,685,047,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,375,019,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,113,500,000 | 14 |
| Other retirement accounts, non-managed assets | $7,717,496,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $3,826,870,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $540,756,171,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $395,370,000 | 22 |
| 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 | $114,657,416,000 | 12 |
| Managed Assets ($) | $83,445,060,000 | 6 |
| Personal trust and agency accounts, managed assets | $36,484,484,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,784,380,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $3,954,456,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $4,875,498,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $23,069,188,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $13,260,726,000 | 3 |
| Other fiduciary accounts, managed assets | $16,328,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $2,857,250,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,212,356,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $3,720,741,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,323,106,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,367,279,000 | 14 |
| Other retirement accounts, non-managed assets | $6,965,229,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $2,836,001,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $501,630,979,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $376,222,000 | 21 |
| 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 | $127,791,714,000 | 12 |
| Managed Assets ($) | $88,093,415,000 | 6 |
| Personal trust and agency accounts, managed assets | $39,611,832,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,401,479,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $2,616,748,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $4,881,474,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $24,553,938,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $13,857,971,000 | 3 |
| Other fiduciary accounts, managed assets | $1,169,973,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,698,299,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,901,764,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,624,068,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,097,131,000 | 14 |
| Other retirement accounts, non-managed assets | $9,142,374,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $2,887,582,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,167,913,000 | 2 |
| Other fiduciary accounts, non-managed assets | $877,467,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $510,273,571,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2009-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $129,821,116,000 | 13 |
| Managed Assets ($) | $86,353,456,000 | 6 |
| Personal trust and agency accounts, managed assets | $40,773,437,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,380,990,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $2,827,583,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $4,318,965,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $21,631,434,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $12,486,255,000 | 2 |
| Other fiduciary accounts, managed assets | $2,934,792,000 | 3 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $2,899,361,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $11,630,722,000 | 8 |
| Non-managed Assets ($) | $43,467,660,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,593,844,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,472,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,836,899,000 | 16 |
| Other retirement accounts, non-managed assets | $11,999,733,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $3,298,521,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,382,631,000 | 2 |
| Other fiduciary accounts, non-managed assets | $1,884,032,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $503,242,629,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $373,363,000 | 24 |
| 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 | $79,273,717,000 | 18 |
| Managed Assets ($) | $55,272,272,000 | 11 |
| Personal trust and agency accounts, managed assets | $25,320,792,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,090,255,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,942,646,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,761,282,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $15,850,649,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,306,648,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,001,445,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $6,683,283,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,126,092,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,976,303,000 | 19 |
| Other retirement accounts, non-managed assets | $6,708,125,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $507,642,000 | 21 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $470,051,797,000 | 7 |
| 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 | $65,543,358,000 | 18 |
| Managed Assets ($) | $47,658,759,000 | 11 |
| Personal trust and agency accounts, managed assets | $21,540,508,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,055,164,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,821,481,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,472,256,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $13,400,764,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,368,586,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,884,599,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $3,446,334,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,877,347,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,063,698,000 | 22 |
| Other retirement accounts, non-managed assets | $6,062,321,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $434,899,000 | 22 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $430,200,796,000 | 7 |
| 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 | $62,250,537,000 | 18 |
| Managed Assets ($) | $44,951,331,000 | 12 |
| Personal trust and agency accounts, managed assets | $20,604,321,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $815,484,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,842,234,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,367,501,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $12,728,259,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,593,532,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,299,206,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $3,695,696,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,697,459,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,969,823,000 | 22 |
| Other retirement accounts, non-managed assets | $5,411,189,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $525,039,000 | 21 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $395,825,017,000 | 7 |
| 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 | $65,710,940,000 | 17 |
| Managed Assets ($) | $47,480,942,000 | 10 |
| Personal trust and agency accounts, managed assets | $22,243,816,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $833,902,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,957,484,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,439,453,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $13,245,648,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,760,639,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,229,998,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $3,534,146,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,379,911,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,048,221,000 | 25 |
| Other retirement accounts, non-managed assets | $5,728,297,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $539,423,000 | 21 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $413,171,690,000 | 8 |
| 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 | $74,494,835,000 | 17 |
| Managed Assets ($) | $59,371,725,000 | 10 |
| Personal trust and agency accounts, managed assets | $26,020,123,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,560,588,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $2,254,043,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,893,220,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $17,129,897,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,513,854,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,123,110,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $1,002,526,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,466,954,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,579,422,000 | 22 |
| Other retirement accounts, non-managed assets | $6,505,448,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $568,760,000 | 22 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $448,368,066,000 | 7 |
| 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 | $77,063,678,000 | 20 |
| Managed Assets ($) | $61,496,237,000 | 11 |
| Personal trust and agency accounts, managed assets | $27,324,948,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,652,444,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $2,447,552,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $3,296,519,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $16,313,987,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,460,787,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,567,441,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,063,741,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,254,152,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,810,804,000 | 23 |
| Other retirement accounts, non-managed assets | $6,901,487,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $537,257,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $510,037,992,000 | 7 |
| 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 | $79,502,449,000 | 19 |
| Managed Assets ($) | $62,701,466,000 | 10 |
| Personal trust and agency accounts, managed assets | $28,040,886,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,713,673,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,579,054,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $3,482,186,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $16,221,695,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,663,972,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,800,983,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $1,918,528,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,358,162,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,814,711,000 | 23 |
| Other retirement accounts, non-managed assets | $8,184,911,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $524,671,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $508,353,745,000 | 7 |
| 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 | $85,647,737,000 | 20 |
| Managed Assets ($) | $68,818,259,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,713,723,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,179,843,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,641,400,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $3,997,119,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $17,868,002,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,418,172,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,829,478,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,515,823,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,361,145,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,108,890,000 | 24 |
| Other retirement accounts, non-managed assets | $8,328,649,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $514,971,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $534,658,110,000 | 7 |
| 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 | $87,199,571,000 | 20 |
| Managed Assets ($) | $70,023,345,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,505,407,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,307,207,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $5,679,003,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $3,703,169,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $18,148,121,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,680,438,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,176,226,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,907,814,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,635,669,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,813,455,000 | 24 |
| Other retirement accounts, non-managed assets | $8,355,948,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $463,340,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $58,941,093,000 | 25 |
| 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 | $67,649,601,000 | 23 |
| Managed Assets ($) | $51,344,440,000 | 14 |
| Personal trust and agency accounts, managed assets | $25,688,268,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,200,986,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,843,318,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $3,102,065,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $12,814,317,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,695,486,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,305,161,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $1,812,320,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,379,173,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,765,036,000 | 26 |
| Other retirement accounts, non-managed assets | $7,966,238,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $382,394,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $36,356,245,000 | 31 |
| 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 | $65,973,160,000 | 24 |
| Managed Assets ($) | $50,037,947,000 | 15 |
| Personal trust and agency accounts, managed assets | $25,028,378,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,180,744,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,766,681,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $3,014,143,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $12,561,365,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,486,636,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,935,213,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,898,464,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,320,591,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,744,545,000 | 26 |
| Other retirement accounts, non-managed assets | $7,670,779,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $300,834,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $36,442,382,000 | 32 |
| 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 | $66,719,928,000 | 23 |
| Managed Assets ($) | $50,269,390,000 | 15 |
| Personal trust and agency accounts, managed assets | $25,442,668,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,178,305,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,863,649,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,275,786,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $11,988,354,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,520,628,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,450,538,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $2,420,589,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,332,984,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,734,086,000 | 26 |
| Other retirement accounts, non-managed assets | $7,577,395,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $385,484,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $35,207,620,000 | 32 |
| 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 | $64,709,598,000 | 25 |
| Managed Assets ($) | $48,843,508,000 | 16 |
| Personal trust and agency accounts, managed assets | $24,785,533,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,170,243,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,746,762,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $3,210,573,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $11,435,576,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,494,821,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,866,090,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $2,194,642,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,296,446,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,634,151,000 | 27 |
| Other retirement accounts, non-managed assets | $7,361,629,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $379,222,000 | 34 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $36,801,784,000 | 33 |
| 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 | $62,993,341,000 | 24 |
| Managed Assets ($) | $47,162,357,000 | 16 |
| Personal trust and agency accounts, managed assets | $23,902,528,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,173,290,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,653,528,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $3,004,133,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $11,115,305,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,313,573,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,830,984,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $2,278,191,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,376,064,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,525,528,000 | 28 |
| Other retirement accounts, non-managed assets | $7,258,230,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $392,971,000 | 36 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $35,209,147,000 | 32 |
| 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 | $64,186,884,000 | 23 |
| Managed Assets ($) | $46,757,244,000 | 16 |
| Personal trust and agency accounts, managed assets | $23,897,940,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,211,109,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,673,981,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $2,160,486,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $11,221,226,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,592,502,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,429,640,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $2,759,450,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,909,273,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,533,803,000 | 28 |
| Other retirement accounts, non-managed assets | $7,312,965,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $914,149,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,154,003,000 | 32 |
| 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 | $63,166,977,000 | 24 |
| Managed Assets ($) | $45,909,453,000 | 18 |
| Personal trust and agency accounts, managed assets | $24,647,452,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,200,240,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,727,214,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $2,107,253,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $9,891,334,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,335,960,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,257,524,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $2,654,728,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,223,407,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,468,959,000 | 28 |
| Other retirement accounts, non-managed assets | $7,141,302,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $769,128,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $35,516,001,000 | 33 |
| 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 | $64,035,713,000 | 23 |
| Managed Assets ($) | $47,291,346,000 | 18 |
| Personal trust and agency accounts, managed assets | $24,931,602,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,681,806,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,691,893,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $2,115,831,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $10,528,294,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,341,920,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,744,367,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $2,764,851,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,253,945,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,391,061,000 | 28 |
| Other retirement accounts, non-managed assets | $6,970,799,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $363,711,000 | 35 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $35,816,015,000 | 31 |
| 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 | $63,318,361,000 | 22 |
| Managed Assets ($) | $47,071,833,000 | 18 |
| Personal trust and agency accounts, managed assets | $24,895,331,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,619,083,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,683,772,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $2,098,252,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $10,391,921,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,383,474,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,246,528,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $2,838,842,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,039,655,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,171,452,000 | 28 |
| Other retirement accounts, non-managed assets | $7,772,668,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $423,911,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $34,925,416,000 | 30 |
| 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 | $59,680,275,000 | 25 |
| Managed Assets ($) | $46,117,655,000 | 18 |
| Personal trust and agency accounts, managed assets | $24,038,089,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,607,388,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,610,665,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $1,963,046,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $10,762,907,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,135,560,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,562,620,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $2,646,814,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,571,585,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,090,888,000 | 30 |
| Other retirement accounts, non-managed assets | $7,215,172,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $38,161,000 | 58 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $44,634,602,000 | 30 |
| 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 | $61,225,800,000 | 26 |
| Managed Assets ($) | $47,294,889,000 | 18 |
| Personal trust and agency accounts, managed assets | $24,424,334,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,618,805,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,725,344,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $1,980,779,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $11,082,315,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,463,312,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,930,911,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $2,710,496,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,643,051,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,158,437,000 | 30 |
| Other retirement accounts, non-managed assets | $7,380,715,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $38,212,000 | 60 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $44,513,835,000 | 30 |
| 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 | $59,330,315,000 | 25 |
| Managed Assets ($) | $45,892,605,000 | 18 |
| Personal trust and agency accounts, managed assets | $23,367,436,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,624,888,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,655,132,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $1,854,908,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $11,219,806,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,170,435,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,437,710,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $2,750,973,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,563,972,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,899,476,000 | 30 |
| Other retirement accounts, non-managed assets | $7,183,409,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $39,880,000 | 56 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,409,813,000 | 32 |
| 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 | $62,090,369,000 | 24 |
| Managed Assets ($) | $48,664,031,000 | 18 |
| Personal trust and agency accounts, managed assets | $24,061,799,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,625,207,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,772,814,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $1,881,556,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $13,051,604,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,271,051,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,426,338,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $2,589,398,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,529,406,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,968,586,000 | 29 |
| Other retirement accounts, non-managed assets | $7,294,366,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $44,582,000 | 53 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,572,618,000 | 35 |
| 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 | $64,121,833,000 | 23 |
| Managed Assets ($) | $50,439,999,000 | 17 |
| Personal trust and agency accounts, managed assets | $25,069,561,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,754,937,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,914,126,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $1,835,650,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $13,521,625,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,344,100,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,681,834,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $2,961,824,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,449,192,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,932,315,000 | 30 |
| Other retirement accounts, non-managed assets | $7,238,914,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $99,589,000 | 44 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,166,174,000 | 36 |
| 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 | $62,332,393,000 | 23 |
| Managed Assets ($) | $49,717,321,000 | 17 |
| Personal trust and agency accounts, managed assets | $24,904,058,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,803,968,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,854,888,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $1,828,998,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $13,192,162,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,133,247,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,615,072,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $2,506,412,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,453,525,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,843,676,000 | 32 |
| Other retirement accounts, non-managed assets | $6,717,926,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $93,533,000 | 46 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,147,688,000 | 35 |
| 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 | $59,291,932,000 | 24 |
| Managed Assets ($) | $47,589,162,000 | 18 |
| Personal trust and agency accounts, managed assets | $23,440,110,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,961,355,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,832,846,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $1,792,996,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $12,717,222,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,844,633,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,702,770,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $2,311,366,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,349,646,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,736,518,000 | 32 |
| Other retirement accounts, non-managed assets | $6,208,768,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $96,472,000 | 50 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,514,610,000 | 34 |
| 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 | $59,603,579,000 | 23 |
| Managed Assets ($) | $47,811,114,000 | 17 |
| Personal trust and agency accounts, managed assets | $23,380,452,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,200,544,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,792,951,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $1,854,955,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $12,790,961,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,791,251,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,792,465,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $2,319,222,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,690,766,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,733,847,000 | 33 |
| Other retirement accounts, non-managed assets | $5,949,207,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $99,423,000 | 50 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,138,013,000 | 35 |
| 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 | $56,558,307,000 | 22 |
| Managed Assets ($) | $45,836,251,000 | 16 |
| Personal trust and agency accounts, managed assets | $22,299,458,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,225,329,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,681,016,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $1,432,579,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $12,667,116,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,530,753,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,722,056,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,569,787,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,330,739,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,608,094,000 | 32 |
| Other retirement accounts, non-managed assets | $5,335,386,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $878,050,000 | 22 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,565,936,000 | 34 |
| 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 | $58,098,235,000 | 24 |
| Managed Assets ($) | $46,585,033,000 | 16 |
| Personal trust and agency accounts, managed assets | $22,688,871,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,373,137,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,928,878,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $1,510,531,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $12,322,126,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,761,490,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,513,202,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,391,255,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,340,337,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,450,203,000 | 36 |
| Other retirement accounts, non-managed assets | $6,367,309,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $964,098,000 | 21 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,822,424,000 | 35 |
| 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 | $66,092,196,000 | 21 |
| Managed Assets ($) | $54,935,576,000 | 15 |
| Personal trust and agency accounts, managed assets | $27,833,476,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,294,379,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,668,756,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,622,587,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $12,176,751,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,339,627,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,156,620,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,266,737,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,038,250,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $790,522,000 | 43 |
| Other retirement accounts, non-managed assets | $6,640,222,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $420,889,000 | 34 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,950,176,000 | 28 |
| 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 |
