Home > Associated Bank > Gross Fiduciary and Related Services Income
Associated Bank, Gross Fiduciary and Related Services Income
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $21,368,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $15,820,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $956,000 | 40 |
| YTD Gross Income from other retirement accounts | $8,948,000 | 30 |
| YTD Gross Income corporate trust and agency | $879,000 | 38 |
| Investment management and investment advisory agency accounts income | $9,455,000 | 117 |
| Foundation and endowment and agency accounts income | $3,126,000 | 44 |
| YTD Gross income other trust and agency accounts | $0 | 113 |
| YTD Gross income custody and safekeeping agency accounts | $1,819,000 | 59 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $62,371,000 | 56 |
| YTD fiduciary expense (Dec. only) | $47,648,000 | 53 |
| YTD fiduciary net loss (Dec. only) | $261,000 | 59 |
| YTD fiduciary intracompany income (Dec. only) | $8,376,000 | 28 |
| YTD net fiduciary income (Dec. only) | $22,838,000 | 49 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $15,989,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $11,750,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $707,000 | 42 |
| YTD Gross Income from other retirement accounts | $6,721,000 | 31 |
| YTD Gross Income corporate trust and agency | $735,000 | 39 |
| Investment management and investment advisory agency accounts income | $7,176,000 | 120 |
| Foundation and endowment and agency accounts income | $2,363,000 | 44 |
| YTD Gross income other trust and agency accounts | $0 | 90 |
| YTD Gross income custody and safekeeping agency accounts | $1,376,000 | 60 |
| YTD Gross income other trust accounts | $0 | 170 |
| Gross Fiduciary activities income | $46,817,000 | 58 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $10,461,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,914,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $491,000 | 38 |
| YTD Gross Income from other retirement accounts | $4,410,000 | 30 |
| YTD Gross Income corporate trust and agency | $429,000 | 37 |
| Investment management and investment advisory agency accounts income | $4,707,000 | 116 |
| Foundation and endowment and agency accounts income | $1,601,000 | 41 |
| YTD Gross income other trust and agency accounts | $0 | 100 |
| YTD Gross income custody and safekeeping agency accounts | $911,000 | 60 |
| YTD Gross income other trust accounts | $0 | 195 |
| Gross Fiduciary activities income | $30,924,000 | 55 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,020,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,940,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $244,000 | 43 |
| YTD Gross Income from other retirement accounts | $2,180,000 | 29 |
| YTD Gross Income corporate trust and agency | $136,000 | 42 |
| Investment management and investment advisory agency accounts income | $2,274,000 | 76 |
| Foundation and endowment and agency accounts income | $891,000 | 44 |
| YTD Gross income other trust and agency accounts | $0 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $453,000 | 69 |
| YTD Gross income other trust accounts | $0 | 164 |
| Gross Fiduciary activities income | $15,138,000 | 60 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $21,512,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $17,934,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $1,003,000 | 44 |
| YTD Gross Income from other retirement accounts | $8,692,000 | 29 |
| YTD Gross Income corporate trust and agency | $959,000 | 39 |
| Investment management and investment advisory agency accounts income | $9,237,000 | 74 |
| Foundation and endowment and agency accounts income | $2,539,000 | 50 |
| YTD Gross income other trust and agency accounts | $0 | 118 |
| YTD Gross income custody and safekeeping agency accounts | $1,904,000 | 68 |
| YTD Gross income other trust accounts | $0 | 229 |
| Gross Fiduciary activities income | $63,780,000 | 58 |
| YTD fiduciary expense (Dec. only) | $47,738,000 | 53 |
| YTD fiduciary net loss (Dec. only) | $277,000 | 36 |
| YTD fiduciary intracompany income (Dec. only) | $8,593,000 | 30 |
| YTD net fiduciary income (Dec. only) | $24,358,000 | 50 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $16,187,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $13,663,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $758,000 | 46 |
| YTD Gross Income from other retirement accounts | $6,573,000 | 29 |
| YTD Gross Income corporate trust and agency | $823,000 | 38 |
| Investment management and investment advisory agency accounts income | $7,004,000 | 74 |
| Foundation and endowment and agency accounts income | $1,917,000 | 53 |
| YTD Gross income other trust and agency accounts | $0 | 93 |
| YTD Gross income custody and safekeeping agency accounts | $1,472,000 | 65 |
| YTD Gross income other trust accounts | $0 | 184 |
| Gross Fiduciary activities income | $48,397,000 | 58 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $11,180,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,473,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $535,000 | 39 |
| YTD Gross Income from other retirement accounts | $4,478,000 | 26 |
| YTD Gross Income corporate trust and agency | $588,000 | 30 |
| Investment management and investment advisory agency accounts income | $4,779,000 | 65 |
| Foundation and endowment and agency accounts income | $1,313,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,069,000 | 54 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $33,415,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,728,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,922,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $285,000 | 36 |
| YTD Gross Income from other retirement accounts | $2,320,000 | 27 |
| YTD Gross Income corporate trust and agency | $178,000 | 33 |
| Investment management and investment advisory agency accounts income | $2,489,000 | 63 |
| Foundation and endowment and agency accounts income | $679,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $531,000 | 58 |
| YTD Gross income other trust accounts | $0 | 156 |
| Gross Fiduciary activities income | $17,132,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $23,009,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $19,065,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $1,028,000 | 41 |
| YTD Gross Income from other retirement accounts | $8,832,000 | 25 |
| YTD Gross Income corporate trust and agency | $945,000 | 32 |
| Investment management and investment advisory agency accounts income | $9,192,000 | 64 |
| Foundation and endowment and agency accounts income | $2,636,000 | 41 |
| YTD Gross income other trust and agency accounts | $0 | 101 |
| YTD Gross income custody and safekeeping agency accounts | $2,075,000 | 52 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $66,782,000 | 43 |
| YTD fiduciary expense (Dec. only) | $42,866,000 | 46 |
| YTD fiduciary net loss (Dec. only) | $152,000 | 47 |
| YTD fiduciary intracompany income (Dec. only) | $9,809,000 | 15 |
| YTD net fiduciary income (Dec. only) | $33,573,000 | 32 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $16,967,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $14,256,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $708,000 | 43 |
| YTD Gross Income from other retirement accounts | $6,541,000 | 25 |
| YTD Gross Income corporate trust and agency | $807,000 | 29 |
| Investment management and investment advisory agency accounts income | $6,839,000 | 64 |
| Foundation and endowment and agency accounts income | $1,978,000 | 41 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,599,000 | 50 |
| YTD Gross income other trust accounts | $0 | 167 |
| Gross Fiduciary activities income | $49,695,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $11,240,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,432,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $460,000 | 44 |
| YTD Gross Income from other retirement accounts | $4,307,000 | 26 |
| YTD Gross Income corporate trust and agency | $516,000 | 29 |
| Investment management and investment advisory agency accounts income | $4,487,000 | 63 |
| Foundation and endowment and agency accounts income | $1,314,000 | 41 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,071,000 | 50 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $32,827,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,283,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,593,000 | 11 |
| YTD Gross Income employee benefit defined benefit | $226,000 | 45 |
| YTD Gross Income from other retirement accounts | $2,079,000 | 26 |
| YTD Gross Income corporate trust and agency | $127,000 | 36 |
| Investment management and investment advisory agency accounts income | $2,132,000 | 66 |
| Foundation and endowment and agency accounts income | $632,000 | 41 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $551,000 | 50 |
| YTD Gross income other trust accounts | $0 | 158 |
| Gross Fiduciary activities income | $15,623,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $19,478,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $16,809,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $825,000 | 47 |
| YTD Gross Income from other retirement accounts | $7,184,000 | 26 |
| YTD Gross Income corporate trust and agency | $919,000 | 34 |
| Investment management and investment advisory agency accounts income | $7,741,000 | 69 |
| Foundation and endowment and agency accounts income | $2,224,000 | 43 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $2,088,000 | 52 |
| YTD Gross income other trust accounts | $0 | 227 |
| Gross Fiduciary activities income | $57,268,000 | 46 |
| YTD fiduciary expense (Dec. only) | $41,557,000 | 48 |
| YTD fiduciary net loss (Dec. only) | $241,000 | 34 |
| YTD fiduciary intracompany income (Dec. only) | $7,032,000 | 16 |
| YTD net fiduciary income (Dec. only) | $22,502,000 | 35 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $14,217,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $12,325,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $607,000 | 46 |
| YTD Gross Income from other retirement accounts | $5,201,000 | 27 |
| YTD Gross Income corporate trust and agency | $714,000 | 33 |
| Investment management and investment advisory agency accounts income | $5,708,000 | 69 |
| Foundation and endowment and agency accounts income | $1,628,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,559,000 | 52 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $41,959,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $9,230,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,181,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $397,000 | 46 |
| YTD Gross Income from other retirement accounts | $3,351,000 | 27 |
| YTD Gross Income corporate trust and agency | $463,000 | 34 |
| Investment management and investment advisory agency accounts income | $3,706,000 | 70 |
| Foundation and endowment and agency accounts income | $1,051,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,030,000 | 53 |
| YTD Gross income other trust accounts | $0 | 205 |
| Gross Fiduciary activities income | $27,409,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,480,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,026,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $194,000 | 47 |
| YTD Gross Income from other retirement accounts | $1,639,000 | 30 |
| YTD Gross Income corporate trust and agency | $149,000 | 41 |
| Investment management and investment advisory agency accounts income | $1,803,000 | 74 |
| Foundation and endowment and agency accounts income | $509,000 | 44 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $507,000 | 58 |
| YTD Gross income other trust accounts | $0 | 171 |
| Gross Fiduciary activities income | $13,307,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $18,634,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $16,756,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $829,000 | 48 |
| YTD Gross Income from other retirement accounts | $6,430,000 | 30 |
| YTD Gross Income corporate trust and agency | $791,000 | 41 |
| Investment management and investment advisory agency accounts income | $7,224,000 | 71 |
| Foundation and endowment and agency accounts income | $2,086,000 | 41 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $1,898,000 | 59 |
| YTD Gross income other trust accounts | $0 | 219 |
| Gross Fiduciary activities income | $54,648,000 | 46 |
| YTD fiduciary expense (Dec. only) | $42,248,000 | 46 |
| YTD fiduciary net loss (Dec. only) | $138,000 | 47 |
| YTD fiduciary intracompany income (Dec. only) | $6,227,000 | 22 |
| YTD net fiduciary income (Dec. only) | $18,489,000 | 38 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $13,870,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $12,360,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $625,000 | 47 |
| YTD Gross Income from other retirement accounts | $4,710,000 | 32 |
| YTD Gross Income corporate trust and agency | $622,000 | 41 |
| Investment management and investment advisory agency accounts income | $5,324,000 | 72 |
| Foundation and endowment and agency accounts income | $1,542,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,415,000 | 58 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $40,468,000 | 47 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $9,275,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,159,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $405,000 | 47 |
| YTD Gross Income from other retirement accounts | $3,079,000 | 32 |
| YTD Gross Income corporate trust and agency | $409,000 | 42 |
| Investment management and investment advisory agency accounts income | $3,485,000 | 73 |
| Foundation and endowment and agency accounts income | $1,021,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $924,000 | 59 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $26,757,000 | 47 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,803,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,959,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $198,000 | 46 |
| YTD Gross Income from other retirement accounts | $1,516,000 | 33 |
| YTD Gross Income corporate trust and agency | $156,000 | 43 |
| Investment management and investment advisory agency accounts income | $1,698,000 | 73 |
| Foundation and endowment and agency accounts income | $504,000 | 44 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $469,000 | 57 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $13,303,000 | 47 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $18,248,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $17,314,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $830,000 | 48 |
| YTD Gross Income from other retirement accounts | $6,094,000 | 33 |
| YTD Gross Income corporate trust and agency | $937,000 | 37 |
| Investment management and investment advisory agency accounts income | $6,881,000 | 76 |
| Foundation and endowment and agency accounts income | $2,035,000 | 45 |
| YTD Gross income other trust and agency accounts | $0 | 139 |
| YTD Gross income custody and safekeeping agency accounts | $1,977,000 | 56 |
| YTD Gross income other trust accounts | $0 | 246 |
| Gross Fiduciary activities income | $54,316,000 | 46 |
| YTD fiduciary expense (Dec. only) | $39,753,000 | 47 |
| YTD fiduciary net loss (Dec. only) | $93,000 | 59 |
| YTD fiduciary intracompany income (Dec. only) | $3,992,000 | 24 |
| YTD net fiduciary income (Dec. only) | $18,462,000 | 42 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $13,557,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $13,070,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $627,000 | 47 |
| YTD Gross Income from other retirement accounts | $4,580,000 | 33 |
| YTD Gross Income corporate trust and agency | $773,000 | 35 |
| Investment management and investment advisory agency accounts income | $5,239,000 | 71 |
| Foundation and endowment and agency accounts income | $1,556,000 | 45 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,544,000 | 56 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $40,946,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,616,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,677,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $415,000 | 48 |
| YTD Gross Income from other retirement accounts | $3,016,000 | 35 |
| YTD Gross Income corporate trust and agency | $522,000 | 35 |
| Investment management and investment advisory agency accounts income | $3,503,000 | 73 |
| Foundation and endowment and agency accounts income | $1,038,000 | 44 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,019,000 | 57 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $26,806,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,348,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,265,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $206,000 | 46 |
| YTD Gross Income from other retirement accounts | $1,527,000 | 33 |
| YTD Gross Income corporate trust and agency | $209,000 | 40 |
| Investment management and investment advisory agency accounts income | $1,748,000 | 72 |
| Foundation and endowment and agency accounts income | $528,000 | 44 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $538,000 | 56 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $13,369,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $16,475,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $16,019,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $824,000 | 47 |
| YTD Gross Income from other retirement accounts | $5,586,000 | 34 |
| YTD Gross Income corporate trust and agency | $822,000 | 41 |
| Investment management and investment advisory agency accounts income | $6,430,000 | 74 |
| Foundation and endowment and agency accounts income | $2,054,000 | 45 |
| YTD Gross income other trust and agency accounts | $0 | 159 |
| YTD Gross income custody and safekeeping agency accounts | $1,981,000 | 57 |
| YTD Gross income other trust accounts | $0 | 290 |
| Gross Fiduciary activities income | $50,191,000 | 44 |
| YTD fiduciary expense (Dec. only) | $35,119,000 | 49 |
| YTD fiduciary net loss (Dec. only) | $114,000 | 48 |
| YTD fiduciary intracompany income (Dec. only) | $3,476,000 | 26 |
| YTD net fiduciary income (Dec. only) | $18,434,000 | 41 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $12,057,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $11,654,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $498,000 | 51 |
| YTD Gross Income from other retirement accounts | $4,423,000 | 32 |
| YTD Gross Income corporate trust and agency | $648,000 | 39 |
| Investment management and investment advisory agency accounts income | $4,759,000 | 74 |
| Foundation and endowment and agency accounts income | $1,520,000 | 45 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,506,000 | 57 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $37,066,000 | 44 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $7,944,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,625,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $411,000 | 48 |
| YTD Gross Income from other retirement accounts | $2,682,000 | 33 |
| YTD Gross Income corporate trust and agency | $408,000 | 40 |
| Investment management and investment advisory agency accounts income | $3,073,000 | 74 |
| Foundation and endowment and agency accounts income | $1,033,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,105,000 | 50 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $24,281,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,953,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,672,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $213,000 | 45 |
| YTD Gross Income from other retirement accounts | $1,334,000 | 34 |
| YTD Gross Income corporate trust and agency | $162,000 | 43 |
| Investment management and investment advisory agency accounts income | $1,514,000 | 74 |
| Foundation and endowment and agency accounts income | $516,000 | 42 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $571,000 | 51 |
| YTD Gross income other trust accounts | $0 | 186 |
| Gross Fiduciary activities income | $11,935,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,718,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $14,876,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $926,000 | 44 |
| YTD Gross Income from other retirement accounts | $5,130,000 | 32 |
| YTD Gross Income corporate trust and agency | $669,000 | 45 |
| Investment management and investment advisory agency accounts income | $12,389,000 | 42 |
| Foundation and endowment and agency accounts income | $2,054,000 | 43 |
| YTD Gross income other trust and agency accounts | $0 | 162 |
| YTD Gross income custody and safekeeping agency accounts | $2,105,000 | 51 |
| YTD Gross income other trust accounts | $0 | 295 |
| Gross Fiduciary activities income | $46,867,000 | 45 |
| YTD fiduciary expense (Dec. only) | $35,518,000 | 46 |
| YTD fiduciary net loss (Dec. only) | $85,000 | 60 |
| YTD fiduciary intracompany income (Dec. only) | $1,790,000 | 35 |
| YTD net fiduciary income (Dec. only) | $13,054,000 | 47 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,519,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $10,987,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $702,000 | 43 |
| YTD Gross Income from other retirement accounts | $3,754,000 | 33 |
| YTD Gross Income corporate trust and agency | $502,000 | 45 |
| Investment management and investment advisory agency accounts income | $9,125,000 | 42 |
| Foundation and endowment and agency accounts income | $1,520,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,547,000 | 53 |
| YTD Gross income other trust accounts | $0 | 216 |
| Gross Fiduciary activities income | $34,656,000 | 47 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,687,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,318,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $457,000 | 43 |
| YTD Gross Income from other retirement accounts | $2,456,000 | 34 |
| YTD Gross Income corporate trust and agency | $336,000 | 43 |
| Investment management and investment advisory agency accounts income | $5,688,000 | 44 |
| Foundation and endowment and agency accounts income | $998,000 | 42 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,016,000 | 53 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $22,956,000 | 47 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,314,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,651,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $225,000 | 44 |
| YTD Gross Income from other retirement accounts | $1,368,000 | 31 |
| YTD Gross Income corporate trust and agency | $131,000 | 43 |
| Investment management and investment advisory agency accounts income | $2,758,000 | 46 |
| Foundation and endowment and agency accounts income | $505,000 | 40 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $495,000 | 54 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $11,447,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $11,443,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $15,699,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $992,000 | 42 |
| YTD Gross Income from other retirement accounts | $5,023,000 | 31 |
| YTD Gross Income corporate trust and agency | $626,000 | 42 |
| Investment management and investment advisory agency accounts income | $10,819,000 | 45 |
| Foundation and endowment and agency accounts income | $2,082,000 | 38 |
| YTD Gross income other trust and agency accounts | $0 | 179 |
| YTD Gross income custody and safekeeping agency accounts | $2,156,000 | 52 |
| YTD Gross income other trust accounts | $0 | 298 |
| Gross Fiduciary activities income | $48,840,000 | 45 |
| YTD fiduciary expense (Dec. only) | $36,512,000 | 47 |
| YTD fiduciary net loss (Dec. only) | $300,000 | 29 |
| YTD fiduciary intracompany income (Dec. only) | $1,033,000 | 39 |
| YTD net fiduciary income (Dec. only) | $13,061,000 | 46 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,749,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $12,225,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $769,000 | 44 |
| YTD Gross Income from other retirement accounts | $3,767,000 | 31 |
| YTD Gross Income corporate trust and agency | $494,000 | 43 |
| Investment management and investment advisory agency accounts income | $8,158,000 | 44 |
| Foundation and endowment and agency accounts income | $1,565,000 | 37 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,148,000 | 61 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $36,875,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,878,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,105,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $522,000 | 45 |
| YTD Gross Income from other retirement accounts | $2,528,000 | 32 |
| YTD Gross Income corporate trust and agency | $347,000 | 42 |
| Investment management and investment advisory agency accounts income | $5,413,000 | 46 |
| Foundation and endowment and agency accounts income | $1,048,000 | 37 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $761,000 | 63 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $24,602,000 | 47 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,921,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,956,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $272,000 | 42 |
| YTD Gross Income from other retirement accounts | $1,254,000 | 33 |
| YTD Gross Income corporate trust and agency | $134,000 | 43 |
| Investment management and investment advisory agency accounts income | $2,681,000 | 46 |
| Foundation and endowment and agency accounts income | $490,000 | 40 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $379,000 | 65 |
| YTD Gross income other trust accounts | $0 | 198 |
| Gross Fiduciary activities income | $12,087,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $12,136,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $15,960,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $1,003,000 | 47 |
| YTD Gross Income from other retirement accounts | $4,997,000 | 31 |
| YTD Gross Income corporate trust and agency | $596,000 | 43 |
| Investment management and investment advisory agency accounts income | $10,539,000 | 43 |
| Foundation and endowment and agency accounts income | $1,727,000 | 43 |
| YTD Gross income other trust and agency accounts | $0 | 174 |
| YTD Gross income custody and safekeeping agency accounts | $1,445,000 | 64 |
| YTD Gross income other trust accounts | $0 | 296 |
| Gross Fiduciary activities income | $48,403,000 | 47 |
| YTD fiduciary expense (Dec. only) | $36,703,000 | 43 |
| YTD fiduciary net loss (Dec. only) | $172,000 | 35 |
| YTD fiduciary intracompany income (Dec. only) | $786,000 | 45 |
| YTD net fiduciary income (Dec. only) | $12,314,000 | 50 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,596,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $11,896,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $740,000 | 46 |
| YTD Gross Income from other retirement accounts | $3,675,000 | 31 |
| YTD Gross Income corporate trust and agency | $465,000 | 42 |
| Investment management and investment advisory agency accounts income | $8,134,000 | 44 |
| Foundation and endowment and agency accounts income | $1,468,000 | 39 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $972,000 | 66 |
| YTD Gross income other trust accounts | $0 | 217 |
| Gross Fiduciary activities income | $35,946,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,766,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,839,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $495,000 | 46 |
| YTD Gross Income from other retirement accounts | $2,418,000 | 31 |
| YTD Gross Income corporate trust and agency | $311,000 | 39 |
| Investment management and investment advisory agency accounts income | $5,307,000 | 44 |
| Foundation and endowment and agency accounts income | $955,000 | 41 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $637,000 | 68 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $23,728,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,865,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,872,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $246,000 | 48 |
| YTD Gross Income from other retirement accounts | $1,208,000 | 33 |
| YTD Gross Income corporate trust and agency | $140,000 | 40 |
| Investment management and investment advisory agency accounts income | $2,604,000 | 43 |
| Foundation and endowment and agency accounts income | $467,000 | 39 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $309,000 | 67 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $11,711,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $11,560,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $14,695,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $947,000 | 47 |
| YTD Gross Income from other retirement accounts | $4,636,000 | 34 |
| YTD Gross Income corporate trust and agency | $649,000 | 42 |
| Investment management and investment advisory agency accounts income | $10,070,000 | 42 |
| Foundation and endowment and agency accounts income | $1,776,000 | 39 |
| YTD Gross income other trust and agency accounts | $0 | 172 |
| YTD Gross income custody and safekeeping agency accounts | $1,300,000 | 64 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $45,633,000 | 46 |
| YTD fiduciary expense (Dec. only) | $34,377,000 | 46 |
| YTD fiduciary net loss (Dec. only) | $110,000 | 50 |
| YTD fiduciary intracompany income (Dec. only) | $1,039,000 | 38 |
| YTD net fiduciary income (Dec. only) | $12,185,000 | 41 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,513,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $10,838,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $721,000 | 47 |
| YTD Gross Income from other retirement accounts | $3,408,000 | 34 |
| YTD Gross Income corporate trust and agency | $514,000 | 39 |
| Investment management and investment advisory agency accounts income | $7,418,000 | 39 |
| Foundation and endowment and agency accounts income | $1,299,000 | 37 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $984,000 | 63 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $33,695,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,712,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,081,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $504,000 | 46 |
| YTD Gross Income from other retirement accounts | $2,247,000 | 34 |
| YTD Gross Income corporate trust and agency | $374,000 | 41 |
| Investment management and investment advisory agency accounts income | $4,924,000 | 39 |
| Foundation and endowment and agency accounts income | $878,000 | 36 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $595,000 | 63 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $22,315,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,859,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,429,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $237,000 | 47 |
| YTD Gross Income from other retirement accounts | $1,102,000 | 34 |
| YTD Gross Income corporate trust and agency | $161,000 | 40 |
| Investment management and investment advisory agency accounts income | $2,382,000 | 40 |
| Foundation and endowment and agency accounts income | $439,000 | 36 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $301,000 | 62 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $10,910,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $10,504,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $13,333,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $973,000 | 47 |
| YTD Gross Income from other retirement accounts | $4,044,000 | 34 |
| YTD Gross Income corporate trust and agency | $747,000 | 39 |
| Investment management and investment advisory agency accounts income | $8,302,000 | 43 |
| Foundation and endowment and agency accounts income | $1,675,000 | 35 |
| YTD Gross income other trust and agency accounts | $0 | 169 |
| YTD Gross income custody and safekeeping agency accounts | $1,155,000 | 61 |
| YTD Gross income other trust accounts | $0 | 288 |
| Gross Fiduciary activities income | $40,733,000 | 46 |
| YTD fiduciary expense (Dec. only) | $45,235,000 | 39 |
| YTD fiduciary net loss (Dec. only) | $64,000 | 64 |
| YTD fiduciary intracompany income (Dec. only) | $2,040,000 | 31 |
| YTD net fiduciary income (Dec. only) | $-2,526,000 | 7,077 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $7,868,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,884,000 | 17 |
| YTD Gross Income employee benefit defined benefit | $734,000 | 49 |
| YTD Gross Income from other retirement accounts | $2,997,000 | 33 |
| YTD Gross Income corporate trust and agency | $605,000 | 36 |
| Investment management and investment advisory agency accounts income | $6,163,000 | 43 |
| Foundation and endowment and agency accounts income | $1,218,000 | 34 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $835,000 | 62 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $30,304,000 | 46 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,159,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,519,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $497,000 | 47 |
| YTD Gross Income from other retirement accounts | $1,983,000 | 33 |
| YTD Gross Income corporate trust and agency | $381,000 | 36 |
| Investment management and investment advisory agency accounts income | $3,998,000 | 45 |
| Foundation and endowment and agency accounts income | $815,000 | 34 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $557,000 | 62 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $19,909,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,615,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,116,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $273,000 | 44 |
| YTD Gross Income from other retirement accounts | $998,000 | 32 |
| YTD Gross Income corporate trust and agency | $132,000 | 43 |
| Investment management and investment advisory agency accounts income | $1,954,000 | 45 |
| Foundation and endowment and agency accounts income | $405,000 | 34 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $293,000 | 58 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $9,786,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $10,196,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $12,963,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $976,000 | 46 |
| YTD Gross Income from other retirement accounts | $3,878,000 | 31 |
| YTD Gross Income corporate trust and agency | $581,000 | 44 |
| Investment management and investment advisory agency accounts income | $7,741,000 | 42 |
| Foundation and endowment and agency accounts income | $1,628,000 | 29 |
| YTD Gross income other trust and agency accounts | $0 | 167 |
| YTD Gross income custody and safekeeping agency accounts | $1,179,000 | 61 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $39,142,000 | 39 |
| YTD fiduciary expense (Dec. only) | $41,028,000 | 41 |
| YTD fiduciary net loss (Dec. only) | $128,000 | 42 |
| YTD fiduciary intracompany income (Dec. only) | $1,704,000 | 36 |
| YTD net fiduciary income (Dec. only) | $-310,000 | 7,327 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $7,658,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,934,000 | 17 |
| YTD Gross Income employee benefit defined benefit | $773,000 | 48 |
| YTD Gross Income from other retirement accounts | $2,914,000 | 32 |
| YTD Gross Income corporate trust and agency | $442,000 | 42 |
| Investment management and investment advisory agency accounts income | $5,814,000 | 44 |
| Foundation and endowment and agency accounts income | $1,240,000 | 32 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $857,000 | 64 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $29,632,000 | 40 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,105,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,540,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $574,000 | 46 |
| YTD Gross Income from other retirement accounts | $1,948,000 | 31 |
| YTD Gross Income corporate trust and agency | $309,000 | 45 |
| Investment management and investment advisory agency accounts income | $3,971,000 | 44 |
| Foundation and endowment and agency accounts income | $839,000 | 32 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $556,000 | 62 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $19,842,000 | 40 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,513,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,271,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $275,000 | 49 |
| YTD Gross Income from other retirement accounts | $963,000 | 31 |
| YTD Gross Income corporate trust and agency | $122,000 | 47 |
| Investment management and investment advisory agency accounts income | $1,987,000 | 45 |
| Foundation and endowment and agency accounts income | $414,000 | 35 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $286,000 | 62 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $9,831,000 | 40 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $10,607,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $12,633,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $998,000 | 50 |
| YTD Gross Income from other retirement accounts | $3,527,000 | 30 |
| YTD Gross Income corporate trust and agency | $588,000 | 47 |
| Investment management and investment advisory agency accounts income | $6,845,000 | 44 |
| Foundation and endowment and agency accounts income | $1,538,000 | 35 |
| YTD Gross income other trust and agency accounts | $0 | 170 |
| YTD Gross income custody and safekeeping agency accounts | $1,118,000 | 64 |
| YTD Gross income other trust accounts | $0 | 312 |
| Gross Fiduciary activities income | $37,854,000 | 41 |
| YTD fiduciary expense (Dec. only) | $37,878,000 | 45 |
| YTD fiduciary net loss (Dec. only) | $110,000 | 50 |
| YTD fiduciary intracompany income (Dec. only) | $1,633,000 | 36 |
| YTD net fiduciary income (Dec. only) | $1,499,000 | 142 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,026,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,450,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $794,000 | 49 |
| YTD Gross Income from other retirement accounts | $2,600,000 | 29 |
| YTD Gross Income corporate trust and agency | $424,000 | 45 |
| Investment management and investment advisory agency accounts income | $5,039,000 | 45 |
| Foundation and endowment and agency accounts income | $1,171,000 | 33 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $831,000 | 66 |
| YTD Gross income other trust accounts | $0 | 210 |
| Gross Fiduciary activities income | $28,335,000 | 40 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,376,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,303,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $548,000 | 47 |
| YTD Gross Income from other retirement accounts | $1,727,000 | 30 |
| YTD Gross Income corporate trust and agency | $277,000 | 47 |
| Investment management and investment advisory agency accounts income | $3,366,000 | 45 |
| Foundation and endowment and agency accounts income | $779,000 | 32 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $497,000 | 68 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $18,873,000 | 41 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,668,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,093,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $307,000 | 43 |
| YTD Gross Income from other retirement accounts | $868,000 | 29 |
| YTD Gross Income corporate trust and agency | $109,000 | 50 |
| Investment management and investment advisory agency accounts income | $1,670,000 | 44 |
| Foundation and endowment and agency accounts income | $395,000 | 31 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $246,000 | 69 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $9,356,000 | 41 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $10,745,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $11,510,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $1,017,000 | 47 |
| YTD Gross Income from other retirement accounts | $3,189,000 | 32 |
| YTD Gross Income corporate trust and agency | $621,000 | 51 |
| Investment management and investment advisory agency accounts income | $6,408,000 | 48 |
| Foundation and endowment and agency accounts income | $1,438,000 | 29 |
| YTD Gross income other trust and agency accounts | $0 | 173 |
| YTD Gross income custody and safekeeping agency accounts | $1,081,000 | 66 |
| YTD Gross income other trust accounts | $0 | 317 |
| Gross Fiduciary activities income | $36,009,000 | 43 |
| YTD fiduciary expense (Dec. only) | $35,476,000 | 46 |
| YTD fiduciary net loss (Dec. only) | $130,000 | 51 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
| YTD net fiduciary income (Dec. only) | $403,000 | 296 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $0 | 219 |
| YTD Gross Income from other retirement accounts | $0 | 338 |
| YTD Gross Income corporate trust and agency | $0 | 161 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $0 | 1,353 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $0 | 219 |
| YTD Gross Income from other retirement accounts | $0 | 341 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $0 | 1,340 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $0 | 208 |
| YTD Gross Income from other retirement accounts | $0 | 341 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 331 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $0 | 1,285 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 187 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,441 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,405 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,395 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,326 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,498 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,458 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,429 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,355 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,523 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,468 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,458 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,380 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 220 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,557 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,504 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,480 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,418 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 199 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,582 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,547 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,518 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,441 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 203 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,641 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,599 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,577 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,504 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 218 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,713 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 240 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,731 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,332 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $6,060,000 | 175 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $10,268,000 | 136 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $8,585,000 | 146 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $7,700,000 | 172 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $6,979,000 | 197 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $6,520,000 | 195 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $6,217,000 | 200 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $5,625,000 | 203 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |