| 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 | $245,345,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $20,633,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $15,188,000 | 8 |
| YTD Gross Income from other retirement accounts | $113,043,000 | 4 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | $341,484,000 | 28 |
| Foundation and endowment and agency accounts income | $100,624,000 | 4 |
| YTD Gross income other trust and agency accounts | $1,583,000 | 17 |
| YTD Gross income custody and safekeeping agency accounts | $39,145,000 | 16 |
| YTD Gross income other trust accounts | $5,333,000 | 28 |
| Gross Fiduciary activities income | $882,378,000 | 11 |
| YTD fiduciary expense (Dec. only) | $828,399,000 | 11 |
| YTD fiduciary net loss (Dec. only) | $4,629,000 | 14 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 125 |
| YTD net fiduciary income (Dec. only) | $49,350,000 | 34 |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 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 | $183,874,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $15,418,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $11,796,000 | 8 |
| YTD Gross Income from other retirement accounts | $87,160,000 | 3 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $255,793,000 | 31 |
| Foundation and endowment and agency accounts income | $76,041,000 | 4 |
| YTD Gross income other trust and agency accounts | $1,273,000 | 17 |
| YTD Gross income custody and safekeeping agency accounts | $28,027,000 | 16 |
| YTD Gross income other trust accounts | $4,063,000 | 28 |
| Gross Fiduciary activities income | $663,445,000 | 11 |
| 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 |
| 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 | $122,170,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $10,188,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $7,978,000 | 9 |
| YTD Gross Income from other retirement accounts | $62,786,000 | 4 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $168,907,000 | 38 |
| Foundation and endowment and agency accounts income | $51,293,000 | 4 |
| YTD Gross income other trust and agency accounts | $949,000 | 19 |
| YTD Gross income custody and safekeeping agency accounts | $18,726,000 | 17 |
| YTD Gross income other trust accounts | $2,704,000 | 28 |
| Gross Fiduciary activities income | $445,699,000 | 11 |
| 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 |
| 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 | $62,176,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $4,998,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $3,998,000 | 9 |
| YTD Gross Income from other retirement accounts | $31,172,000 | 4 |
| YTD Gross Income corporate trust and agency | $0 | 97 |
| Investment management and investment advisory agency accounts income | $86,063,000 | 9 |
| Foundation and endowment and agency accounts income | $24,457,000 | 4 |
| YTD Gross income other trust and agency accounts | $548,000 | 16 |
| YTD Gross income custody and safekeeping agency accounts | $9,499,000 | 17 |
| YTD Gross income other trust accounts | $1,469,000 | 29 |
| Gross Fiduciary activities income | $224,380,000 | 11 |
| 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 |
| 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 | $253,619,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $15,993,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $16,191,000 | 8 |
| YTD Gross Income from other retirement accounts | $144,390,000 | 4 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $333,576,000 | 10 |
| Foundation and endowment and agency accounts income | $103,691,000 | 4 |
| YTD Gross income other trust and agency accounts | $1,697,000 | 18 |
| YTD Gross income custody and safekeeping agency accounts | $36,139,000 | 17 |
| YTD Gross income other trust accounts | $5,935,000 | 28 |
| Gross Fiduciary activities income | $911,230,000 | 11 |
| YTD fiduciary expense (Dec. only) | $787,857,000 | 10 |
| YTD fiduciary net loss (Dec. only) | $7,990,000 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 137 |
| YTD net fiduciary income (Dec. only) | $115,383,000 | 23 |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 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 | $193,743,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $10,327,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $12,629,000 | 9 |
| YTD Gross Income from other retirement accounts | $110,591,000 | 4 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $253,476,000 | 10 |
| Foundation and endowment and agency accounts income | $80,267,000 | 4 |
| YTD Gross income other trust and agency accounts | $1,368,000 | 19 |
| YTD Gross income custody and safekeeping agency accounts | $26,915,000 | 18 |
| YTD Gross income other trust accounts | $4,811,000 | 29 |
| Gross Fiduciary activities income | $694,127,000 | 11 |
| 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 |
| 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 | $130,754,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $5,957,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $8,445,000 | 7 |
| YTD Gross Income from other retirement accounts | $75,171,000 | 4 |
| YTD Gross Income corporate trust and agency | $0 | 129 |
| Investment management and investment advisory agency accounts income | $170,661,000 | 9 |
| Foundation and endowment and agency accounts income | $55,681,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $17,826,000 | 17 |
| YTD Gross income other trust accounts | $3,559,000 | 21 |
| Gross Fiduciary activities income | $469,004,000 | 10 |
| 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 |
| 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 | $67,830,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $3,100,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $4,334,000 | 8 |
| YTD Gross Income from other retirement accounts | $38,684,000 | 4 |
| YTD Gross Income corporate trust and agency | $0 | 100 |
| Investment management and investment advisory agency accounts income | $88,000,000 | 8 |
| Foundation and endowment and agency accounts income | $27,222,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $9,109,000 | 16 |
| YTD Gross income other trust accounts | $2,063,000 | 17 |
| Gross Fiduciary activities income | $240,803,000 | 10 |
| 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 |
| 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 | $280,492,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $9,530,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $32,015,000 | 5 |
| YTD Gross Income from other retirement accounts | $94,665,000 | 6 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $421,332,000 | 7 |
| Foundation and endowment and agency accounts income | $106,361,000 | 4 |
| YTD Gross income other trust and agency accounts | $8,000 | 85 |
| YTD Gross income custody and safekeeping agency accounts | $18,571,000 | 24 |
| YTD Gross income other trust accounts | $994,000 | 47 |
| Gross Fiduciary activities income | $963,968,000 | 10 |
| YTD fiduciary expense (Dec. only) | $784,750,000 | 10 |
| YTD fiduciary net loss (Dec. only) | $31,552,000 | 3 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
| YTD net fiduciary income (Dec. only) | $147,666,000 | 16 |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 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 | $208,453,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $7,205,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $25,064,000 | 5 |
| YTD Gross Income from other retirement accounts | $68,607,000 | 6 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $296,484,000 | 8 |
| Foundation and endowment and agency accounts income | $77,407,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $14,914,000 | 20 |
| YTD Gross income other trust accounts | $478,000 | 58 |
| Gross Fiduciary activities income | $698,612,000 | 10 |
| 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 |
| 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 | $138,251,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $4,867,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $16,618,000 | 5 |
| YTD Gross Income from other retirement accounts | $44,281,000 | 6 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $196,007,000 | 8 |
| Foundation and endowment and agency accounts income | $51,087,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $9,777,000 | 21 |
| YTD Gross income other trust accounts | $339,000 | 59 |
| Gross Fiduciary activities income | $461,227,000 | 10 |
| 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 |
| 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 | $66,708,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $2,399,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $8,352,000 | 5 |
| YTD Gross Income from other retirement accounts | $21,326,000 | 6 |
| YTD Gross Income corporate trust and agency | $0 | 108 |
| Investment management and investment advisory agency accounts income | $97,275,000 | 7 |
| Foundation and endowment and agency accounts income | $25,525,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,673,000 | 22 |
| YTD Gross income other trust accounts | $267,000 | 46 |
| Gross Fiduciary activities income | $226,526,000 | 10 |
| 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 |
| 2020-12-31 | 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 | $257,246,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $9,487,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $29,136,000 | 5 |
| YTD Gross Income from other retirement accounts | $75,972,000 | 6 |
| YTD Gross Income corporate trust and agency | $0 | 151 |
| Investment management and investment advisory agency accounts income | $350,954,000 | 7 |
| Foundation and endowment and agency accounts income | $91,401,000 | 4 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $18,438,000 | 22 |
| YTD Gross income other trust accounts | $2,735,000 | 31 |
| Gross Fiduciary activities income | $835,369,000 | 10 |
| YTD fiduciary expense (Dec. only) | $769,107,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $4,550,000 | 12 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
| YTD net fiduciary income (Dec. only) | $61,712,000 | 21 |
| 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 | $188,888,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $7,187,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $21,401,000 | 5 |
| YTD Gross Income from other retirement accounts | $55,419,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 122 |
| Investment management and investment advisory agency accounts income | $258,151,000 | 7 |
| Foundation and endowment and agency accounts income | $67,753,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $13,525,000 | 22 |
| YTD Gross income other trust accounts | $2,314,000 | 29 |
| Gross Fiduciary activities income | $614,637,000 | 10 |
| 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 | $120,981,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $4,705,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $14,211,000 | 5 |
| YTD Gross Income from other retirement accounts | $35,863,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $169,240,000 | 8 |
| Foundation and endowment and agency accounts income | $44,336,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $8,722,000 | 22 |
| YTD Gross income other trust accounts | $1,137,000 | 34 |
| Gross Fiduciary activities income | $399,195,000 | 10 |
| 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 | $61,044,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $2,462,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $7,136,000 | 5 |
| YTD Gross Income from other retirement accounts | $17,617,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 109 |
| Investment management and investment advisory agency accounts income | $83,812,000 | 9 |
| Foundation and endowment and agency accounts income | $23,084,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,463,000 | 24 |
| YTD Gross income other trust accounts | $575,000 | 33 |
| Gross Fiduciary activities income | $200,193,000 | 10 |
| 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 | $260,154,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $16,642,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $28,679,000 | 5 |
| YTD Gross Income from other retirement accounts | $70,660,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 143 |
| Investment management and investment advisory agency accounts income | $375,788,000 | 5 |
| Foundation and endowment and agency accounts income | $88,593,000 | 4 |
| YTD Gross income other trust and agency accounts | $242,000 | 31 |
| YTD Gross income custody and safekeeping agency accounts | $19,056,000 | 22 |
| YTD Gross income other trust accounts | $490,000 | 70 |
| Gross Fiduciary activities income | $860,304,000 | 10 |
| YTD fiduciary expense (Dec. only) | $866,065,000 | 8 |
| YTD fiduciary net loss (Dec. only) | $6,343,000 | 10 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 131 |
| YTD net fiduciary income (Dec. only) | $-12,104,000 | 5,175 |
| 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 | $192,485,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $14,164,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $21,535,000 | 5 |
| YTD Gross Income from other retirement accounts | $51,933,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 117 |
| Investment management and investment advisory agency accounts income | $284,755,000 | 5 |
| Foundation and endowment and agency accounts income | $65,704,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $14,356,000 | 22 |
| YTD Gross income other trust accounts | $385,000 | 68 |
| Gross Fiduciary activities income | $645,430,000 | 10 |
| 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 | $128,198,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $12,884,000 | 9 |
| YTD Gross Income employee benefit defined benefit | $14,307,000 | 6 |
| YTD Gross Income from other retirement accounts | $34,108,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $189,568,000 | 5 |
| Foundation and endowment and agency accounts income | $43,530,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $9,605,000 | 22 |
| YTD Gross income other trust accounts | $273,000 | 64 |
| Gross Fiduciary activities income | $432,476,000 | 9 |
| 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 | $59,541,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $9,344,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $7,004,000 | 6 |
| YTD Gross Income from other retirement accounts | $16,810,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $93,277,000 | 5 |
| Foundation and endowment and agency accounts income | $20,629,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,666,000 | 22 |
| YTD Gross income other trust accounts | $161,000 | 56 |
| Gross Fiduciary activities income | $211,430,000 | 9 |
| 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 | $264,031,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $37,334,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $30,566,000 | 6 |
| YTD Gross Income from other retirement accounts | $65,189,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $376,613,000 | 5 |
| Foundation and endowment and agency accounts income | $87,206,000 | 3 |
| YTD Gross income other trust and agency accounts | $2,000 | 129 |
| YTD Gross income custody and safekeeping agency accounts | $19,740,000 | 22 |
| YTD Gross income other trust accounts | $673,000 | 56 |
| Gross Fiduciary activities income | $881,354,000 | 9 |
| YTD fiduciary expense (Dec. only) | $824,646,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $8,427,000 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
| YTD net fiduciary income (Dec. only) | $48,281,000 | 26 |
| 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 | $200,027,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $27,844,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $23,559,000 | 6 |
| YTD Gross Income from other retirement accounts | $49,221,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $285,179,000 | 5 |
| Foundation and endowment and agency accounts income | $65,769,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $14,946,000 | 22 |
| YTD Gross income other trust accounts | $552,000 | 58 |
| Gross Fiduciary activities income | $667,098,000 | 9 |
| 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 | $133,065,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $18,073,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $16,461,000 | 6 |
| YTD Gross Income from other retirement accounts | $32,294,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $188,481,000 | 5 |
| Foundation and endowment and agency accounts income | $43,512,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $9,733,000 | 22 |
| YTD Gross income other trust accounts | $362,000 | 56 |
| Gross Fiduciary activities income | $441,981,000 | 9 |
| 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 | $67,481,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $8,804,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $8,026,000 | 6 |
| YTD Gross Income from other retirement accounts | $15,991,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $94,314,000 | 5 |
| Foundation and endowment and agency accounts income | $21,975,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,918,000 | 22 |
| YTD Gross income other trust accounts | $190,000 | 53 |
| Gross Fiduciary activities income | $221,700,000 | 9 |
| 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 | $269,640,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $37,415,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $31,665,000 | 6 |
| YTD Gross Income from other retirement accounts | $59,399,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 195 |
| Investment management and investment advisory agency accounts income | $358,715,000 | 5 |
| Foundation and endowment and agency accounts income | $85,336,000 | 3 |
| YTD Gross income other trust and agency accounts | $26,000 | 96 |
| YTD Gross income custody and safekeeping agency accounts | $20,206,000 | 23 |
| YTD Gross income other trust accounts | $831,000 | 54 |
| Gross Fiduciary activities income | $863,233,000 | 9 |
| YTD fiduciary expense (Dec. only) | $769,314,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $8,406,000 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
| YTD net fiduciary income (Dec. only) | $85,513,000 | 15 |
| 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 | $201,253,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $28,330,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $23,730,000 | 6 |
| YTD Gross Income from other retirement accounts | $43,826,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $266,060,000 | 5 |
| Foundation and endowment and agency accounts income | $63,733,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $15,313,000 | 22 |
| YTD Gross income other trust accounts | $601,000 | 55 |
| Gross Fiduciary activities income | $642,864,000 | 9 |
| 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 | $134,557,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $19,092,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $15,772,000 | 6 |
| YTD Gross Income from other retirement accounts | $28,816,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $175,514,000 | 5 |
| Foundation and endowment and agency accounts income | $42,725,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $10,606,000 | 20 |
| YTD Gross income other trust accounts | $410,000 | 53 |
| Gross Fiduciary activities income | $427,505,000 | 9 |
| 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 | $67,266,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $9,663,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $8,053,000 | 6 |
| YTD Gross Income from other retirement accounts | $14,238,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $87,709,000 | 5 |
| Foundation and endowment and agency accounts income | $22,143,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $5,244,000 | 20 |
| YTD Gross income other trust accounts | $209,000 | 47 |
| Gross Fiduciary activities income | $214,526,000 | 9 |
| 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 | $269,205,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $37,401,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $33,174,000 | 6 |
| YTD Gross Income from other retirement accounts | $53,994,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $340,310,000 | 5 |
| Foundation and endowment and agency accounts income | $81,507,000 | 3 |
| YTD Gross income other trust and agency accounts | $48,000 | 78 |
| YTD Gross income custody and safekeeping agency accounts | $20,222,000 | 21 |
| YTD Gross income other trust accounts | $784,000 | 52 |
| Gross Fiduciary activities income | $836,644,000 | 9 |
| YTD fiduciary expense (Dec. only) | $738,649,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $4,560,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $93,435,000 | 13 |
| 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 | $201,868,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $28,192,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $25,074,000 | 6 |
| YTD Gross Income from other retirement accounts | $40,369,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $252,275,000 | 5 |
| Foundation and endowment and agency accounts income | $60,235,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $15,216,000 | 20 |
| YTD Gross income other trust accounts | $569,000 | 54 |
| Gross Fiduciary activities income | $623,839,000 | 9 |
| 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 | $132,776,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $18,875,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $16,940,000 | 6 |
| YTD Gross Income from other retirement accounts | $26,457,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $162,589,000 | 5 |
| Foundation and endowment and agency accounts income | $39,434,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $10,264,000 | 20 |
| YTD Gross income other trust accounts | $371,000 | 57 |
| Gross Fiduciary activities income | $407,735,000 | 9 |
| 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 | $65,558,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $9,165,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $8,239,000 | 6 |
| YTD Gross Income from other retirement accounts | $12,856,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $79,108,000 | 5 |
| Foundation and endowment and agency accounts income | $19,445,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $5,009,000 | 20 |
| YTD Gross income other trust accounts | $158,000 | 53 |
| Gross Fiduciary activities income | $199,541,000 | 9 |
| 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 | $285,578,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $36,453,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $31,376,000 | 6 |
| YTD Gross Income from other retirement accounts | $52,516,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 200 |
| Investment management and investment advisory agency accounts income | $315,191,000 | 5 |
| Foundation and endowment and agency accounts income | $112,201,000 | 2 |
| YTD Gross income other trust and agency accounts | $30,000 | 95 |
| YTD Gross income custody and safekeeping agency accounts | $17,597,000 | 22 |
| YTD Gross income other trust accounts | $1,162,000 | 38 |
| Gross Fiduciary activities income | $852,104,000 | 9 |
| YTD fiduciary expense (Dec. only) | $708,646,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $7,962,000 | 9 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $135,496,000 | 10 |
| 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 | $214,739,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $28,521,000 | 8 |
| YTD Gross Income employee benefit defined benefit | $22,532,000 | 6 |
| YTD Gross Income from other retirement accounts | $39,116,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $235,698,000 | 5 |
| Foundation and endowment and agency accounts income | $90,790,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $12,612,000 | 22 |
| YTD Gross income other trust accounts | $869,000 | 40 |
| Gross Fiduciary activities income | $644,893,000 | 9 |
| 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 | $146,326,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $20,514,000 | 8 |
| YTD Gross Income employee benefit defined benefit | $13,930,000 | 7 |
| YTD Gross Income from other retirement accounts | $26,005,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $158,247,000 | 5 |
| Foundation and endowment and agency accounts income | $68,475,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $7,592,000 | 23 |
| YTD Gross income other trust accounts | $562,000 | 40 |
| Gross Fiduciary activities income | $441,661,000 | 9 |
| 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 | $71,119,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $13,668,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $4,617,000 | 8 |
| YTD Gross Income from other retirement accounts | $12,665,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $79,232,000 | 5 |
| Foundation and endowment and agency accounts income | $18,344,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,281,000 | 32 |
| YTD Gross income other trust accounts | $145,000 | 58 |
| Gross Fiduciary activities income | $202,074,000 | 9 |
| 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 | $293,891,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $24,639,000 | 11 |
| YTD Gross Income employee benefit defined benefit | $33,663,000 | 6 |
| YTD Gross Income from other retirement accounts | $47,497,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 208 |
| Investment management and investment advisory agency accounts income | $253,985,000 | 6 |
| Foundation and endowment and agency accounts income | $91,348,000 | 3 |
| YTD Gross income other trust and agency accounts | $27,000 | 91 |
| YTD Gross income custody and safekeeping agency accounts | $33,961,000 | 17 |
| YTD Gross income other trust accounts | $18,958,000 | 13 |
| Gross Fiduciary activities income | $797,969,000 | 9 |
| YTD fiduciary expense (Dec. only) | $658,843,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $6,752,000 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
| YTD net fiduciary income (Dec. only) | $132,374,000 | 12 |
| 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 | $221,224,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $18,042,000 | 11 |
| YTD Gross Income employee benefit defined benefit | $25,916,000 | 6 |
| YTD Gross Income from other retirement accounts | $35,055,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 146 |
| Investment management and investment advisory agency accounts income | $187,997,000 | 7 |
| Foundation and endowment and agency accounts income | $69,006,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $25,732,000 | 17 |
| YTD Gross income other trust accounts | $13,972,000 | 13 |
| Gross Fiduciary activities income | $596,961,000 | 9 |
| 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 | $148,570,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $10,876,000 | 12 |
| YTD Gross Income employee benefit defined benefit | $17,706,000 | 6 |
| YTD Gross Income from other retirement accounts | $22,949,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $122,704,000 | 7 |
| Foundation and endowment and agency accounts income | $45,837,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $17,800,000 | 18 |
| YTD Gross income other trust accounts | $9,285,000 | 13 |
| Gross Fiduciary activities income | $395,739,000 | 9 |
| 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 |
| 2014-03-31 | 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 | $71,978,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $5,284,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $8,682,000 | 6 |
| YTD Gross Income from other retirement accounts | $11,035,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $60,508,000 | 6 |
| Foundation and endowment and agency accounts income | $23,696,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $8,545,000 | 18 |
| YTD Gross income other trust accounts | $3,909,000 | 15 |
| Gross Fiduciary activities income | $193,641,000 | 9 |
| 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 |
| 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 | $280,908,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $15,633,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $33,159,000 | 6 |
| YTD Gross Income from other retirement accounts | $39,502,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 201 |
| Investment management and investment advisory agency accounts income | $199,765,000 | 7 |
| Foundation and endowment and agency accounts income | $84,132,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 172 |
| YTD Gross income custody and safekeeping agency accounts | $33,376,000 | 18 |
| YTD Gross income other trust accounts | $41,801,000 | 8 |
| Gross Fiduciary activities income | $728,276,000 | 9 |
| YTD fiduciary expense (Dec. only) | $609,569,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $4,204,000 | 10 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
| YTD net fiduciary income (Dec. only) | $114,503,000 | 11 |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 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 | $208,385,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $10,614,000 | 17 |
| YTD Gross Income employee benefit defined benefit | $25,608,000 | 6 |
| YTD Gross Income from other retirement accounts | $28,641,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $148,717,000 | 7 |
| Foundation and endowment and agency accounts income | $59,687,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $24,839,000 | 18 |
| YTD Gross income other trust accounts | $29,845,000 | 8 |
| Gross Fiduciary activities income | $536,336,000 | 9 |
| 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 |
| 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 | $138,964,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $5,841,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $15,579,000 | 6 |
| YTD Gross Income from other retirement accounts | $18,743,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $98,609,000 | 7 |
| Foundation and endowment and agency accounts income | $38,494,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $16,770,000 | 18 |
| YTD Gross income other trust accounts | $21,159,000 | 8 |
| Gross Fiduciary activities income | $354,159,000 | 9 |
| 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 |
| 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 | $69,037,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $5,610,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $7,416,000 | 6 |
| YTD Gross Income from other retirement accounts | $8,939,000 | 10 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $49,441,000 | 7 |
| Foundation and endowment and agency accounts income | $16,037,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $6,520,000 | 18 |
| YTD Gross income other trust accounts | $11,277,000 | 8 |
| Gross Fiduciary activities income | $174,278,000 | 9 |
| 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 |
| 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 | $255,900,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $36,926,000 | 9 |
| YTD Gross Income employee benefit defined benefit | $29,561,000 | 6 |
| YTD Gross Income from other retirement accounts | $31,426,000 | 10 |
| YTD Gross Income corporate trust and agency | $0 | 213 |
| Investment management and investment advisory agency accounts income | $168,986,000 | 7 |
| Foundation and endowment and agency accounts income | $73,731,000 | 3 |
| YTD Gross income other trust and agency accounts | $302,000 | 30 |
| YTD Gross income custody and safekeeping agency accounts | $29,416,000 | 18 |
| YTD Gross income other trust accounts | $25,861,000 | 12 |
| Gross Fiduciary activities income | $652,109,000 | 9 |
| YTD fiduciary expense (Dec. only) | $602,200,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $10,306,000 | 6 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
| YTD net fiduciary income (Dec. only) | $39,603,000 | 19 |
| 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 | $191,106,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $30,235,000 | 8 |
| YTD Gross Income employee benefit defined benefit | $22,465,000 | 6 |
| YTD Gross Income from other retirement accounts | $23,136,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $124,533,000 | 7 |
| Foundation and endowment and agency accounts income | $54,536,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $21,436,000 | 18 |
| YTD Gross income other trust accounts | $17,558,000 | 12 |
| Gross Fiduciary activities income | $485,231,000 | 9 |
| 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 | $127,155,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $22,514,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $15,704,000 | 6 |
| YTD Gross Income from other retirement accounts | $15,105,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $85,272,000 | 7 |
| Foundation and endowment and agency accounts income | $35,148,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $14,695,000 | 18 |
| YTD Gross income other trust accounts | $6,286,000 | 15 |
| Gross Fiduciary activities income | $322,017,000 | 9 |
| 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 | $64,991,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $13,459,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $7,181,000 | 6 |
| YTD Gross Income from other retirement accounts | $7,544,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $42,176,000 | 7 |
| Foundation and endowment and agency accounts income | $18,101,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $7,560,000 | 17 |
| YTD Gross income other trust accounts | $1,125,000 | 20 |
| Gross Fiduciary activities income | $162,163,000 | 9 |
| 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 | $255,279,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $51,992,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $29,414,000 | 6 |
| YTD Gross Income from other retirement accounts | $28,001,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 228 |
| Investment management and investment advisory agency accounts income | $155,228,000 | 8 |
| Foundation and endowment and agency accounts income | $68,296,000 | 2 |
| YTD Gross income other trust and agency accounts | $183,000 | 43 |
| YTD Gross income custody and safekeeping agency accounts | $28,190,000 | 17 |
| YTD Gross income other trust accounts | $11,634,000 | 16 |
| Gross Fiduciary activities income | $628,217,000 | 9 |
| YTD fiduciary expense (Dec. only) | $572,325,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $7,741,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
| YTD net fiduciary income (Dec. only) | $48,151,000 | 17 |
| 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 | $192,210,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $38,613,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $22,309,000 | 6 |
| YTD Gross Income from other retirement accounts | $21,263,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 157 |
| Investment management and investment advisory agency accounts income | $116,749,000 | 8 |
| Foundation and endowment and agency accounts income | $50,591,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $22,268,000 | 16 |
| YTD Gross income other trust accounts | $9,300,000 | 14 |
| Gross Fiduciary activities income | $473,448,000 | 9 |
| 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 | $130,126,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $26,458,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $15,262,000 | 6 |
| YTD Gross Income from other retirement accounts | $14,386,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 154 |
| Investment management and investment advisory agency accounts income | $78,766,000 | 8 |
| Foundation and endowment and agency accounts income | $33,889,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $15,359,000 | 14 |
| YTD Gross income other trust accounts | $5,468,000 | 16 |
| Gross Fiduciary activities income | $319,805,000 | 9 |
| 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 | $65,506,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $12,538,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $7,471,000 | 6 |
| YTD Gross Income from other retirement accounts | $7,164,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $38,673,000 | 8 |
| Foundation and endowment and agency accounts income | $16,491,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $7,497,000 | 15 |
| YTD Gross income other trust accounts | $2,926,000 | 16 |
| Gross Fiduciary activities income | $158,282,000 | 9 |
| 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 | $244,067,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $42,334,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $27,976,000 | 7 |
| YTD Gross Income from other retirement accounts | $23,428,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 246 |
| Investment management and investment advisory agency accounts income | $144,322,000 | 9 |
| Foundation and endowment and agency accounts income | $58,265,000 | 2 |
| YTD Gross income other trust and agency accounts | $339,000 | 32 |
| YTD Gross income custody and safekeeping agency accounts | $32,761,000 | 14 |
| YTD Gross income other trust accounts | $23,945,000 | 11 |
| Gross Fiduciary activities income | $597,437,000 | 9 |
| YTD fiduciary expense (Dec. only) | $546,280,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $9,319,000 | 6 |
| YTD fiduciary intracompany income (Dec. only) | $2,460,000 | 32 |
| YTD net fiduciary income (Dec. only) | $44,298,000 | 18 |
| 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 | $180,223,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $31,352,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $20,269,000 | 7 |
| YTD Gross Income from other retirement accounts | $16,786,000 | 6 |
| YTD Gross Income corporate trust and agency | $0 | 164 |
| Investment management and investment advisory agency accounts income | $107,490,000 | 9 |
| Foundation and endowment and agency accounts income | $42,756,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $25,302,000 | 14 |
| YTD Gross income other trust accounts | $19,645,000 | 11 |
| Gross Fiduciary activities income | $444,106,000 | 9 |
| 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 | $128,554,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $20,711,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $7,030,000 | 12 |
| YTD Gross Income from other retirement accounts | $13,872,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $71,933,000 | 10 |
| Foundation and endowment and agency accounts income | $26,932,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $17,774,000 | 13 |
| YTD Gross income other trust accounts | $14,768,000 | 11 |
| Gross Fiduciary activities income | $301,802,000 | 9 |
| 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 | $69,090,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $12,445,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $6,384,000 | 7 |
| YTD Gross Income from other retirement accounts | $6,399,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $25,255,000 | 11 |
| Foundation and endowment and agency accounts income | $11,732,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $8,013,000 | 13 |
| YTD Gross income other trust accounts | $14,037,000 | 9 |
| Gross Fiduciary activities income | $158,667,000 | 9 |
| 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 | $269,057,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $46,854,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $19,569,000 | 11 |
| YTD Gross Income from other retirement accounts | $25,242,000 | 7 |
| YTD Gross Income corporate trust and agency | $6,630,000 | 19 |
| Investment management and investment advisory agency accounts income | $97,904,000 | 13 |
| Foundation and endowment and agency accounts income | $40,556,000 | 1 |
| YTD Gross income other trust and agency accounts | $6,405,000 | 11 |
| YTD Gross income custody and safekeeping agency accounts | $34,889,000 | 13 |
| YTD Gross income other trust accounts | $51,698,000 | 9 |
| Gross Fiduciary activities income | $598,804,000 | 10 |
| YTD fiduciary expense (Dec. only) | $521,490,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $12,286,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $8,083,000 | 17 |
| YTD net fiduciary income (Dec. only) | $73,111,000 | 14 |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-09-30 | 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 | $114,727,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $32,307,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $12,044,000 | 12 |
| YTD Gross Income from other retirement accounts | $10,295,000 | 11 |
| 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 | $23,171,000 | 14 |
| YTD Gross income other trust accounts | $34,176,000 | 9 |
| Gross Fiduciary activities income | $309,107,000 | 10 |
| 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 |
| 2009-06-30 | 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 | $70,154,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $21,799,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $8,109,000 | 12 |
| YTD Gross Income from other retirement accounts | $6,254,000 | 10 |
| 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 | $8,860,000 | 24 |
| YTD Gross income other trust accounts | $134,000 | 105 |
| Gross Fiduciary activities income | $164,456,000 | 12 |
| 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 |
| 2009-03-31 | 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 | $34,255,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $11,363,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $4,080,000 | 12 |
| YTD Gross Income from other retirement accounts | $3,039,000 | 11 |
| 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 | $4,360,000 | 23 |
| YTD Gross income other trust accounts | $84,000 | 96 |
| Gross Fiduciary activities income | $80,970,000 | 11 |
| 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 |
| 2008-12-31 | 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 | 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 | $34,666,000 | 7 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $389,183,000 | 12 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $305,493,000 | 14 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $205,989,000 | 15 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $104,985,000 | 13 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $38,457,000 | 7 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $418,807,000 | 14 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $308,272,000 | 12 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $173,959,000 | 15 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $85,917,000 | 15 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $28,750,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $328,572,000 | 16 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $243,179,000 | 17 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $162,606,000 | 17 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $80,598,000 | 17 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $25,273,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $313,301,000 | 18 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $233,213,000 | 18 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $152,048,000 | 18 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $75,432,000 | 19 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $22,629,000 | 8 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $296,226,000 | 18 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $223,552,000 | 17 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $151,025,000 | 16 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $77,283,000 | 17 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $20,974,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $291,582,000 | 18 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $216,626,000 | 16 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $143,541,000 | 16 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $70,457,000 | 17 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $22,350,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $308,291,000 | 16 |
| 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 | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| 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 | $29,133,000 | 8 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $365,434,000 | 13 |
| 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 | $771,456,000 | 6 |
| 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 | $634,045,000 | 7 |
| 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 | $636,629,000 | 9 |
| 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 | $462,220,000 | 7 |
| 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 | $327,870,000 | 10 |
| 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 | $48,211,000 | 49 |
| 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 | $43,810,000 | 54 |
| 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 | $34,789,000 | 63 |
| 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 | $34,451,000 | 59 |
| 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 |
