Home > Bessemer Trust Company > Gross Fiduciary and Related Services Income
Bessemer Trust Company, Gross Fiduciary and Related Services Income
| 2025-03-31 | 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 | $28,345,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $199,000 | 107 |
| YTD Gross Income employee benefit defined benefit | $248,000 | 43 |
| YTD Gross Income from other retirement accounts | $12,812,000 | 10 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $130,666,000 | 6 |
| Foundation and endowment and agency accounts income | $14,418,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 95 |
| YTD Gross income custody and safekeeping agency accounts | $2,156,000 | 41 |
| YTD Gross income other trust accounts | $18,581,000 | 7 |
| Gross Fiduciary activities income | $207,425,000 | 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 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $109,255,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $763,000 | 104 |
| YTD Gross Income employee benefit defined benefit | $946,000 | 42 |
| YTD Gross Income from other retirement accounts | $49,072,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $502,750,000 | 6 |
| Foundation and endowment and agency accounts income | $51,959,000 | 10 |
| YTD Gross income other trust and agency accounts | $0 | 129 |
| YTD Gross income custody and safekeeping agency accounts | $10,902,000 | 28 |
| YTD Gross income other trust accounts | $74,201,000 | 7 |
| Gross Fiduciary activities income | $799,849,000 | 14 |
| YTD fiduciary expense (Dec. only) | $628,251,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $658,000 | 29 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 169 |
| YTD net fiduciary income (Dec. only) | $170,940,000 | 16 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $53,190,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $360,000 | 108 |
| YTD Gross Income employee benefit defined benefit | $473,000 | 40 |
| YTD Gross Income from other retirement accounts | $23,731,000 | 10 |
| YTD Gross Income corporate trust and agency | $0 | 174 |
| Investment management and investment advisory agency accounts income | $237,192,000 | 7 |
| Foundation and endowment and agency accounts income | $25,615,000 | 10 |
| YTD Gross income other trust and agency accounts | $0 | 116 |
| YTD Gross income custody and safekeeping agency accounts | $5,388,000 | 30 |
| YTD Gross income other trust accounts | $36,817,000 | 7 |
| Gross Fiduciary activities income | $382,766,000 | 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 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $26,982,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $175,000 | 108 |
| YTD Gross Income employee benefit defined benefit | $288,000 | 37 |
| YTD Gross Income from other retirement accounts | $11,093,000 | 11 |
| YTD Gross Income corporate trust and agency | $0 | 95 |
| Investment management and investment advisory agency accounts income | $114,498,000 | 42 |
| Foundation and endowment and agency accounts income | $12,428,000 | 10 |
| YTD Gross income other trust and agency accounts | $0 | 81 |
| YTD Gross income custody and safekeeping agency accounts | $2,728,000 | 30 |
| YTD Gross income other trust accounts | $17,900,000 | 8 |
| Gross Fiduciary activities income | $186,092,000 | 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 |
| 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 | $102,056,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $652,000 | 114 |
| YTD Gross Income employee benefit defined benefit | $1,070,000 | 35 |
| YTD Gross Income from other retirement accounts | $41,416,000 | 11 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | $418,508,000 | 19 |
| Foundation and endowment and agency accounts income | $46,416,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 113 |
| YTD Gross income custody and safekeeping agency accounts | $12,496,000 | 28 |
| YTD Gross income other trust accounts | $62,427,000 | 7 |
| Gross Fiduciary activities income | $685,041,000 | 14 |
| YTD fiduciary expense (Dec. only) | $553,863,000 | 14 |
| YTD fiduciary net loss (Dec. only) | $466,000 | 48 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 125 |
| YTD net fiduciary income (Dec. only) | $130,712,000 | 18 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $76,999,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $452,000 | 115 |
| YTD Gross Income employee benefit defined benefit | $791,000 | 39 |
| YTD Gross Income from other retirement accounts | $30,799,000 | 11 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $312,272,000 | 24 |
| Foundation and endowment and agency accounts income | $34,305,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 90 |
| YTD Gross income custody and safekeeping agency accounts | $8,826,000 | 30 |
| YTD Gross income other trust accounts | $47,227,000 | 8 |
| Gross Fiduciary activities income | $511,671,000 | 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 |
| 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 | $49,589,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $295,000 | 116 |
| YTD Gross Income employee benefit defined benefit | $501,000 | 37 |
| YTD Gross Income from other retirement accounts | $19,732,000 | 12 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $206,132,000 | 31 |
| Foundation and endowment and agency accounts income | $22,581,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 100 |
| YTD Gross income custody and safekeeping agency accounts | $6,330,000 | 28 |
| YTD Gross income other trust accounts | $31,035,000 | 8 |
| Gross Fiduciary activities income | $336,195,000 | 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 |
| 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 | $23,855,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $147,000 | 117 |
| YTD Gross Income employee benefit defined benefit | $248,000 | 41 |
| YTD Gross Income from other retirement accounts | $8,949,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 97 |
| Investment management and investment advisory agency accounts income | $101,328,000 | 6 |
| Foundation and endowment and agency accounts income | $11,534,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $3,588,000 | 29 |
| YTD Gross income other trust accounts | $15,462,000 | 8 |
| Gross Fiduciary activities income | $165,111,000 | 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 |
| 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 | $97,969,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $595,000 | 128 |
| YTD Gross Income employee benefit defined benefit | $1,002,000 | 46 |
| YTD Gross Income from other retirement accounts | $36,639,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $419,600,000 | 5 |
| Foundation and endowment and agency accounts income | $47,163,000 | 10 |
| YTD Gross income other trust and agency accounts | $0 | 118 |
| YTD Gross income custody and safekeeping agency accounts | $11,622,000 | 30 |
| YTD Gross income other trust accounts | $58,088,000 | 8 |
| Gross Fiduciary activities income | $672,678,000 | 14 |
| YTD fiduciary expense (Dec. only) | $506,604,000 | 13 |
| YTD fiduciary net loss (Dec. only) | $3,373,000 | 9 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 137 |
| YTD net fiduciary income (Dec. only) | $162,701,000 | 17 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $74,886,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $527,000 | 116 |
| YTD Gross Income employee benefit defined benefit | $806,000 | 42 |
| YTD Gross Income from other retirement accounts | $28,964,000 | 13 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $317,185,000 | 6 |
| Foundation and endowment and agency accounts income | $36,978,000 | 10 |
| YTD Gross income other trust and agency accounts | $0 | 93 |
| YTD Gross income custody and safekeeping agency accounts | $8,476,000 | 30 |
| YTD Gross income other trust accounts | $44,337,000 | 8 |
| Gross Fiduciary activities income | $512,159,000 | 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 |
| 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 | $50,351,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $360,000 | 108 |
| YTD Gross Income employee benefit defined benefit | $546,000 | 38 |
| YTD Gross Income from other retirement accounts | $19,571,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 129 |
| Investment management and investment advisory agency accounts income | $215,278,000 | 6 |
| Foundation and endowment and agency accounts income | $25,329,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,826,000 | 31 |
| YTD Gross income other trust accounts | $30,727,000 | 6 |
| Gross Fiduciary activities income | $346,988,000 | 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 |
| 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 | $24,458,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $187,000 | 106 |
| YTD Gross Income employee benefit defined benefit | $225,000 | 46 |
| YTD Gross Income from other retirement accounts | $9,745,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 100 |
| Investment management and investment advisory agency accounts income | $108,223,000 | 6 |
| Foundation and endowment and agency accounts income | $12,574,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $7,737,000 | 19 |
| YTD Gross income other trust accounts | $15,558,000 | 6 |
| Gross Fiduciary activities income | $178,707,000 | 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 |
| 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 | $103,739,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $839,000 | 106 |
| YTD Gross Income employee benefit defined benefit | $961,000 | 43 |
| YTD Gross Income from other retirement accounts | $40,755,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $450,842,000 | 6 |
| Foundation and endowment and agency accounts income | $51,274,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 101 |
| YTD Gross income custody and safekeeping agency accounts | $6,996,000 | 38 |
| YTD Gross income other trust accounts | $54,272,000 | 6 |
| Gross Fiduciary activities income | $709,678,000 | 12 |
| YTD fiduciary expense (Dec. only) | $515,644,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $169,000 | 44 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
| YTD net fiduciary income (Dec. only) | $193,865,000 | 11 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $73,399,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $658,000 | 101 |
| YTD Gross Income employee benefit defined benefit | $772,000 | 42 |
| YTD Gross Income from other retirement accounts | $29,988,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $327,603,000 | 6 |
| Foundation and endowment and agency accounts income | $37,969,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $6,150,000 | 33 |
| YTD Gross income other trust accounts | $40,738,000 | 6 |
| Gross Fiduciary activities income | $517,277,000 | 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 |
| 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 | $46,101,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $437,000 | 101 |
| YTD Gross Income employee benefit defined benefit | $511,000 | 42 |
| YTD Gross Income from other retirement accounts | $19,507,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $210,510,000 | 6 |
| Foundation and endowment and agency accounts income | $24,817,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,192,000 | 32 |
| YTD Gross income other trust accounts | $26,730,000 | 6 |
| Gross Fiduciary activities income | $332,805,000 | 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 |
| 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 | $21,720,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $209,000 | 104 |
| YTD Gross Income employee benefit defined benefit | $257,000 | 41 |
| YTD Gross Income from other retirement accounts | $9,336,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 108 |
| Investment management and investment advisory agency accounts income | $100,543,000 | 6 |
| Foundation and endowment and agency accounts income | $11,854,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,027,000 | 33 |
| YTD Gross income other trust accounts | $12,945,000 | 9 |
| Gross Fiduciary activities income | $158,891,000 | 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 |
| 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 | $80,794,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $795,000 | 101 |
| YTD Gross Income employee benefit defined benefit | $970,000 | 41 |
| YTD Gross Income from other retirement accounts | $34,167,000 | 13 |
| YTD Gross Income corporate trust and agency | $0 | 151 |
| Investment management and investment advisory agency accounts income | $367,357,000 | 6 |
| Foundation and endowment and agency accounts income | $43,696,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $7,448,000 | 33 |
| YTD Gross income other trust accounts | $51,404,000 | 6 |
| Gross Fiduciary activities income | $586,631,000 | 12 |
| YTD fiduciary expense (Dec. only) | $435,424,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $217,000 | 35 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
| YTD net fiduciary income (Dec. only) | $150,990,000 | 11 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $59,157,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $564,000 | 102 |
| YTD Gross Income employee benefit defined benefit | $731,000 | 42 |
| YTD Gross Income from other retirement accounts | $24,740,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 122 |
| Investment management and investment advisory agency accounts income | $267,506,000 | 6 |
| Foundation and endowment and agency accounts income | $31,489,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $5,175,000 | 35 |
| YTD Gross income other trust accounts | $36,218,000 | 7 |
| Gross Fiduciary activities income | $425,580,000 | 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 |
| 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 | $38,372,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $382,000 | 105 |
| YTD Gross Income employee benefit defined benefit | $466,000 | 42 |
| YTD Gross Income from other retirement accounts | $15,859,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $175,280,000 | 6 |
| Foundation and endowment and agency accounts income | $20,691,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,332,000 | 35 |
| YTD Gross income other trust accounts | $25,051,000 | 6 |
| Gross Fiduciary activities income | $279,433,000 | 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 |
| 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 | $19,337,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $187,000 | 104 |
| YTD Gross Income employee benefit defined benefit | $232,000 | 41 |
| YTD Gross Income from other retirement accounts | $7,819,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 109 |
| Investment management and investment advisory agency accounts income | $91,617,000 | 6 |
| Foundation and endowment and agency accounts income | $10,534,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,502,000 | 38 |
| YTD Gross income other trust accounts | $12,621,000 | 6 |
| Gross Fiduciary activities income | $143,849,000 | 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 |
| 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 | $69,960,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $771,000 | 104 |
| YTD Gross Income employee benefit defined benefit | $864,000 | 46 |
| YTD Gross Income from other retirement accounts | $27,667,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 143 |
| Investment management and investment advisory agency accounts income | $326,529,000 | 8 |
| Foundation and endowment and agency accounts income | $38,874,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $6,956,000 | 35 |
| YTD Gross income other trust accounts | $45,355,000 | 7 |
| Gross Fiduciary activities income | $516,976,000 | 12 |
| YTD fiduciary expense (Dec. only) | $421,840,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $115,000 | 49 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 131 |
| YTD net fiduciary income (Dec. only) | $95,021,000 | 18 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $51,859,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $553,000 | 104 |
| YTD Gross Income employee benefit defined benefit | $637,000 | 46 |
| YTD Gross Income from other retirement accounts | $20,444,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 117 |
| Investment management and investment advisory agency accounts income | $241,072,000 | 9 |
| Foundation and endowment and agency accounts income | $27,463,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,785,000 | 38 |
| YTD Gross income other trust accounts | $34,162,000 | 7 |
| Gross Fiduciary activities income | $380,975,000 | 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 |
| 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 | $34,008,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $360,000 | 110 |
| YTD Gross Income employee benefit defined benefit | $414,000 | 46 |
| YTD Gross Income from other retirement accounts | $13,239,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $157,188,000 | 9 |
| Foundation and endowment and agency accounts income | $17,801,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,150,000 | 38 |
| YTD Gross income other trust accounts | $22,449,000 | 7 |
| Gross Fiduciary activities income | $248,609,000 | 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 |
| 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 | $17,577,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $174,000 | 112 |
| YTD Gross Income employee benefit defined benefit | $200,000 | 45 |
| YTD Gross Income from other retirement accounts | $6,061,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $75,658,000 | 10 |
| Foundation and endowment and agency accounts income | $8,480,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,592,000 | 39 |
| YTD Gross income other trust accounts | $10,562,000 | 7 |
| Gross Fiduciary activities income | $120,304,000 | 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 |
| 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 | $75,247,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $729,000 | 112 |
| YTD Gross Income employee benefit defined benefit | $846,000 | 47 |
| YTD Gross Income from other retirement accounts | $25,115,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $322,993,000 | 9 |
| Foundation and endowment and agency accounts income | $35,802,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 139 |
| YTD Gross income custody and safekeeping agency accounts | $6,776,000 | 36 |
| YTD Gross income other trust accounts | $41,397,000 | 8 |
| Gross Fiduciary activities income | $508,905,000 | 12 |
| YTD fiduciary expense (Dec. only) | $438,891,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $436,000 | 31 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
| YTD net fiduciary income (Dec. only) | $69,578,000 | 21 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $55,330,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $541,000 | 112 |
| YTD Gross Income employee benefit defined benefit | $649,000 | 46 |
| YTD Gross Income from other retirement accounts | $19,157,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $240,830,000 | 9 |
| Foundation and endowment and agency accounts income | $29,393,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $5,448,000 | 36 |
| YTD Gross income other trust accounts | $30,795,000 | 8 |
| Gross Fiduciary activities income | $382,143,000 | 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 |
| 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 | $36,429,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $364,000 | 113 |
| YTD Gross Income employee benefit defined benefit | $428,000 | 47 |
| YTD Gross Income from other retirement accounts | $12,541,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $162,306,000 | 8 |
| Foundation and endowment and agency accounts income | $17,390,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,388,000 | 34 |
| YTD Gross income other trust accounts | $20,882,000 | 8 |
| Gross Fiduciary activities income | $253,728,000 | 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 |
| 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 | $18,450,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $217,000 | 105 |
| YTD Gross Income employee benefit defined benefit | $183,000 | 49 |
| YTD Gross Income from other retirement accounts | $6,273,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $80,489,000 | 8 |
| Foundation and endowment and agency accounts income | $8,647,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,749,000 | 34 |
| YTD Gross income other trust accounts | $10,253,000 | 7 |
| Gross Fiduciary activities income | $126,261,000 | 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 |
| 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 | $67,186,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $818,000 | 111 |
| YTD Gross Income employee benefit defined benefit | $737,000 | 49 |
| YTD Gross Income from other retirement accounts | $23,869,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 195 |
| Investment management and investment advisory agency accounts income | $302,618,000 | 7 |
| Foundation and endowment and agency accounts income | $32,887,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 159 |
| YTD Gross income custody and safekeeping agency accounts | $7,468,000 | 33 |
| YTD Gross income other trust accounts | $37,869,000 | 8 |
| Gross Fiduciary activities income | $473,452,000 | 12 |
| YTD fiduciary expense (Dec. only) | $420,804,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $274,000 | 33 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
| YTD net fiduciary income (Dec. only) | $52,374,000 | 24 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $49,661,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $551,000 | 112 |
| YTD Gross Income employee benefit defined benefit | $568,000 | 49 |
| YTD Gross Income from other retirement accounts | $17,525,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $223,028,000 | 7 |
| Foundation and endowment and agency accounts income | $23,162,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $5,544,000 | 33 |
| YTD Gross income other trust accounts | $28,822,000 | 8 |
| Gross Fiduciary activities income | $348,861,000 | 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 |
| 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 | $33,513,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $377,000 | 112 |
| YTD Gross Income employee benefit defined benefit | $350,000 | 50 |
| YTD Gross Income from other retirement accounts | $11,559,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $147,060,000 | 7 |
| Foundation and endowment and agency accounts income | $14,527,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,452,000 | 34 |
| YTD Gross income other trust accounts | $18,370,000 | 8 |
| Gross Fiduciary activities income | $229,208,000 | 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 |
| 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 | $16,754,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $180,000 | 115 |
| YTD Gross Income employee benefit defined benefit | $182,000 | 50 |
| YTD Gross Income from other retirement accounts | $5,470,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $71,653,000 | 7 |
| Foundation and endowment and agency accounts income | $7,031,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,737,000 | 33 |
| YTD Gross income other trust accounts | $9,027,000 | 8 |
| Gross Fiduciary activities income | $112,034,000 | 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 |
| 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 | $63,746,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $747,000 | 110 |
| YTD Gross Income employee benefit defined benefit | $690,000 | 50 |
| YTD Gross Income from other retirement accounts | $20,671,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $268,372,000 | 7 |
| Foundation and endowment and agency accounts income | $27,201,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 162 |
| YTD Gross income custody and safekeeping agency accounts | $6,596,000 | 35 |
| YTD Gross income other trust accounts | $35,847,000 | 8 |
| Gross Fiduciary activities income | $423,870,000 | 12 |
| YTD fiduciary expense (Dec. only) | $350,732,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $323,000 | 26 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $72,815,000 | 16 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $47,786,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $596,000 | 103 |
| YTD Gross Income employee benefit defined benefit | $522,000 | 51 |
| YTD Gross Income from other retirement accounts | $15,443,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $200,141,000 | 7 |
| Foundation and endowment and agency accounts income | $19,854,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,506,000 | 35 |
| YTD Gross income other trust accounts | $26,939,000 | 9 |
| Gross Fiduciary activities income | $315,787,000 | 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 |
| 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 | $32,352,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $397,000 | 105 |
| YTD Gross Income employee benefit defined benefit | $347,000 | 52 |
| YTD Gross Income from other retirement accounts | $9,907,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $130,491,000 | 7 |
| Foundation and endowment and agency accounts income | $12,807,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,810,000 | 36 |
| YTD Gross income other trust accounts | $17,771,000 | 9 |
| Gross Fiduciary activities income | $206,882,000 | 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 |
| 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 | $15,661,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $193,000 | 108 |
| YTD Gross Income employee benefit defined benefit | $165,000 | 53 |
| YTD Gross Income from other retirement accounts | $4,749,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $62,311,000 | 7 |
| Foundation and endowment and agency accounts income | $6,192,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,414,000 | 34 |
| YTD Gross income other trust accounts | $8,809,000 | 9 |
| Gross Fiduciary activities income | $99,494,000 | 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 |
| 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 | $62,957,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $788,000 | 105 |
| YTD Gross Income employee benefit defined benefit | $947,000 | 44 |
| YTD Gross Income from other retirement accounts | $20,119,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 200 |
| Investment management and investment advisory agency accounts income | $268,548,000 | 7 |
| Foundation and endowment and agency accounts income | $26,750,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 179 |
| YTD Gross income custody and safekeeping agency accounts | $5,136,000 | 37 |
| YTD Gross income other trust accounts | $36,740,000 | 10 |
| Gross Fiduciary activities income | $421,985,000 | 12 |
| YTD fiduciary expense (Dec. only) | $340,026,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $1,399,000 | 12 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $80,560,000 | 14 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $46,760,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $540,000 | 114 |
| YTD Gross Income employee benefit defined benefit | $807,000 | 41 |
| YTD Gross Income from other retirement accounts | $15,378,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $203,304,000 | 7 |
| Foundation and endowment and agency accounts income | $20,006,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,537,000 | 40 |
| YTD Gross income other trust accounts | $27,719,000 | 10 |
| Gross Fiduciary activities income | $318,051,000 | 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 |
| 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 | $30,038,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $393,000 | 107 |
| YTD Gross Income employee benefit defined benefit | $658,000 | 42 |
| YTD Gross Income from other retirement accounts | $10,181,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $135,666,000 | 7 |
| Foundation and endowment and agency accounts income | $13,711,000 | 9 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,760,000 | 39 |
| YTD Gross income other trust accounts | $18,655,000 | 10 |
| Gross Fiduciary activities income | $212,062,000 | 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 |
| 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 | $14,454,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $192,000 | 109 |
| YTD Gross Income employee benefit defined benefit | $342,000 | 41 |
| YTD Gross Income from other retirement accounts | $4,882,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $66,737,000 | 6 |
| Foundation and endowment and agency accounts income | $6,867,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,417,000 | 38 |
| YTD Gross income other trust accounts | $9,212,000 | 10 |
| Gross Fiduciary activities income | $104,103,000 | 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 |
| 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 | $54,745,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $717,000 | 114 |
| YTD Gross Income employee benefit defined benefit | $1,284,000 | 43 |
| YTD Gross Income from other retirement accounts | $18,351,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 208 |
| Investment management and investment advisory agency accounts income | $252,195,000 | 7 |
| Foundation and endowment and agency accounts income | $26,241,000 | 8 |
| YTD Gross income other trust and agency accounts | $0 | 174 |
| YTD Gross income custody and safekeeping agency accounts | $6,072,000 | 38 |
| YTD Gross income other trust accounts | $36,003,000 | 10 |
| Gross Fiduciary activities income | $395,608,000 | 12 |
| YTD fiduciary expense (Dec. only) | $313,618,000 | 11 |
| YTD fiduciary net loss (Dec. only) | $450,000 | 26 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
| YTD net fiduciary income (Dec. only) | $81,540,000 | 14 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $42,604,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $518,000 | 113 |
| YTD Gross Income employee benefit defined benefit | $964,000 | 42 |
| YTD Gross Income from other retirement accounts | $13,824,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 146 |
| Investment management and investment advisory agency accounts income | $188,148,000 | 6 |
| Foundation and endowment and agency accounts income | $20,439,000 | 8 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,765,000 | 39 |
| YTD Gross income other trust accounts | $27,021,000 | 10 |
| Gross Fiduciary activities income | $297,283,000 | 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 |
| 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 | $26,589,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $343,000 | 117 |
| YTD Gross Income employee benefit defined benefit | $612,000 | 43 |
| YTD Gross Income from other retirement accounts | $9,126,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $123,154,000 | 6 |
| Foundation and endowment and agency accounts income | $14,417,000 | 8 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,486,000 | 39 |
| YTD Gross income other trust accounts | $18,293,000 | 10 |
| Gross Fiduciary activities income | $195,020,000 | 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 |
| 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 | $12,565,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $168,000 | 118 |
| YTD Gross Income employee benefit defined benefit | $307,000 | 43 |
| YTD Gross Income from other retirement accounts | $4,371,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $59,955,000 | 7 |
| Foundation and endowment and agency accounts income | $7,234,000 | 8 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,299,000 | 39 |
| YTD Gross income other trust accounts | $9,135,000 | 10 |
| Gross Fiduciary activities income | $95,034,000 | 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 | NA | NA |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $47,259,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $622,000 | 119 |
| YTD Gross Income employee benefit defined benefit | $1,242,000 | 44 |
| YTD Gross Income from other retirement accounts | $16,142,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 201 |
| Investment management and investment advisory agency accounts income | $221,522,000 | 6 |
| Foundation and endowment and agency accounts income | $27,668,000 | 8 |
| YTD Gross income other trust and agency accounts | $0 | 172 |
| YTD Gross income custody and safekeeping agency accounts | $5,048,000 | 39 |
| YTD Gross income other trust accounts | $34,446,000 | 11 |
| Gross Fiduciary activities income | $353,949,000 | 12 |
| YTD fiduciary expense (Dec. only) | $284,478,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $146,000 | 39 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
| YTD net fiduciary income (Dec. only) | $69,325,000 | 15 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $35,264,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $483,000 | 116 |
| YTD Gross Income employee benefit defined benefit | $943,000 | 44 |
| YTD Gross Income from other retirement accounts | $12,108,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $162,274,000 | 6 |
| Foundation and endowment and agency accounts income | $20,420,000 | 8 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,732,000 | 39 |
| YTD Gross income other trust accounts | $26,687,000 | 11 |
| Gross Fiduciary activities income | $261,911,000 | 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 |
| 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 | $22,282,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $325,000 | 117 |
| YTD Gross Income employee benefit defined benefit | $775,000 | 39 |
| YTD Gross Income from other retirement accounts | $8,039,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $108,403,000 | 6 |
| Foundation and endowment and agency accounts income | $13,501,000 | 8 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,452,000 | 39 |
| YTD Gross income other trust accounts | $17,763,000 | 10 |
| Gross Fiduciary activities income | $173,540,000 | 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 |
| 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 | $10,677,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $156,000 | 118 |
| YTD Gross Income employee benefit defined benefit | $375,000 | 40 |
| YTD Gross Income from other retirement accounts | $3,804,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $52,045,000 | 6 |
| Foundation and endowment and agency accounts income | $6,127,000 | 8 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,381,000 | 37 |
| YTD Gross income other trust accounts | $6,678,000 | 11 |
| Gross Fiduciary activities income | $81,243,000 | 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 |
| 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 | $39,524,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $608,000 | 120 |
| YTD Gross Income employee benefit defined benefit | $1,403,000 | 42 |
| YTD Gross Income from other retirement accounts | $13,903,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 213 |
| Investment management and investment advisory agency accounts income | $193,679,000 | 6 |
| Foundation and endowment and agency accounts income | $23,454,000 | 8 |
| YTD Gross income other trust and agency accounts | $0 | 169 |
| YTD Gross income custody and safekeeping agency accounts | $5,536,000 | 37 |
| YTD Gross income other trust accounts | $26,841,000 | 11 |
| Gross Fiduciary activities income | $304,948,000 | 13 |
| YTD fiduciary expense (Dec. only) | $261,393,000 | 12 |
| YTD fiduciary net loss (Dec. only) | $302,000 | 31 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
| YTD net fiduciary income (Dec. only) | $43,253,000 | 18 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $29,566,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $466,000 | 113 |
| YTD Gross Income employee benefit defined benefit | $1,072,000 | 41 |
| YTD Gross Income from other retirement accounts | $10,394,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $143,239,000 | 6 |
| Foundation and endowment and agency accounts income | $16,651,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $4,125,000 | 36 |
| YTD Gross income other trust accounts | $20,791,000 | 11 |
| Gross Fiduciary activities income | $226,304,000 | 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 |
| 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 | $19,498,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $308,000 | 112 |
| YTD Gross Income employee benefit defined benefit | $652,000 | 42 |
| YTD Gross Income from other retirement accounts | $6,779,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $94,718,000 | 6 |
| Foundation and endowment and agency accounts income | $10,748,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,884,000 | 36 |
| YTD Gross income other trust accounts | $13,981,000 | 10 |
| Gross Fiduciary activities income | $149,568,000 | 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 |
| 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 | $9,195,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $155,000 | 116 |
| YTD Gross Income employee benefit defined benefit | $312,000 | 42 |
| YTD Gross Income from other retirement accounts | $3,336,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $46,409,000 | 6 |
| Foundation and endowment and agency accounts income | $5,282,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,428,000 | 35 |
| YTD Gross income other trust accounts | $6,639,000 | 10 |
| Gross Fiduciary activities income | $72,756,000 | 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 |
| 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 | $38,767,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,182,000 | 78 |
| YTD Gross Income employee benefit defined benefit | $1,591,000 | 39 |
| YTD Gross Income from other retirement accounts | $13,854,000 | 13 |
| YTD Gross Income corporate trust and agency | $0 | 228 |
| Investment management and investment advisory agency accounts income | $196,620,000 | 6 |
| Foundation and endowment and agency accounts income | $22,205,000 | 7 |
| YTD Gross income other trust and agency accounts | $0 | 167 |
| YTD Gross income custody and safekeeping agency accounts | $5,083,000 | 36 |
| YTD Gross income other trust accounts | $30,290,000 | 9 |
| Gross Fiduciary activities income | $309,592,000 | 12 |
| YTD fiduciary expense (Dec. only) | $260,653,000 | 11 |
| YTD fiduciary net loss (Dec. only) | $-59,000 | 7,356 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
| YTD net fiduciary income (Dec. only) | $48,998,000 | 16 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $29,611,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $951,000 | 76 |
| YTD Gross Income employee benefit defined benefit | $1,236,000 | 40 |
| YTD Gross Income from other retirement accounts | $10,758,000 | 13 |
| YTD Gross Income corporate trust and agency | $0 | 157 |
| Investment management and investment advisory agency accounts income | $154,810,000 | 6 |
| Foundation and endowment and agency accounts income | $13,552,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,440,000 | 37 |
| YTD Gross income other trust accounts | $22,766,000 | 9 |
| Gross Fiduciary activities income | $237,124,000 | 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 |
| 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 | $20,117,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $641,000 | 75 |
| YTD Gross Income employee benefit defined benefit | $689,000 | 42 |
| YTD Gross Income from other retirement accounts | $7,398,000 | 12 |
| YTD Gross Income corporate trust and agency | $0 | 154 |
| Investment management and investment advisory agency accounts income | $103,254,000 | 6 |
| Foundation and endowment and agency accounts income | $8,687,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,508,000 | 35 |
| YTD Gross income other trust accounts | $15,807,000 | 9 |
| Gross Fiduciary activities income | $159,101,000 | 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 |
| 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 | $9,923,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $318,000 | 77 |
| YTD Gross Income employee benefit defined benefit | $331,000 | 43 |
| YTD Gross Income from other retirement accounts | $3,584,000 | 12 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $49,636,000 | 6 |
| Foundation and endowment and agency accounts income | $3,357,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,255,000 | 35 |
| YTD Gross income other trust accounts | $7,679,000 | 10 |
| Gross Fiduciary activities income | $76,083,000 | 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 |
| 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 | $35,157,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,113,000 | 82 |
| YTD Gross Income employee benefit defined benefit | $1,202,000 | 45 |
| YTD Gross Income from other retirement accounts | $12,539,000 | 13 |
| YTD Gross Income corporate trust and agency | $0 | 246 |
| Investment management and investment advisory agency accounts income | $169,063,000 | 7 |
| Foundation and endowment and agency accounts income | $11,909,000 | 9 |
| YTD Gross income other trust and agency accounts | $0 | 170 |
| YTD Gross income custody and safekeeping agency accounts | $5,172,000 | 34 |
| YTD Gross income other trust accounts | $32,619,000 | 9 |
| Gross Fiduciary activities income | $268,774,000 | 13 |
| YTD fiduciary expense (Dec. only) | $235,128,000 | 14 |
| YTD fiduciary net loss (Dec. only) | $48,000 | 75 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
| YTD net fiduciary income (Dec. only) | $33,598,000 | 20 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $25,662,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $825,000 | 78 |
| YTD Gross Income employee benefit defined benefit | $479,000 | 57 |
| YTD Gross Income from other retirement accounts | $9,062,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 164 |
| Investment management and investment advisory agency accounts income | $120,935,000 | 6 |
| Foundation and endowment and agency accounts income | $10,959,000 | 6 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $3,195,000 | 36 |
| YTD Gross income other trust accounts | $24,477,000 | 9 |
| Gross Fiduciary activities income | $195,594,000 | 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 |
| 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 | $18,727,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $568,000 | 77 |
| YTD Gross Income employee benefit defined benefit | $301,000 | 60 |
| YTD Gross Income from other retirement accounts | $5,915,000 | 16 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $81,364,000 | 8 |
| Foundation and endowment and agency accounts income | $4,550,000 | 11 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,044,000 | 36 |
| YTD Gross income other trust accounts | $16,343,000 | 9 |
| Gross Fiduciary activities income | $129,812,000 | 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 |
| 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 | $8,969,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $285,000 | 77 |
| YTD Gross Income employee benefit defined benefit | $150,000 | 58 |
| YTD Gross Income from other retirement accounts | $2,811,000 | 14 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $39,465,000 | 8 |
| Foundation and endowment and agency accounts income | $1,999,000 | 11 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,166,000 | 37 |
| YTD Gross income other trust accounts | $7,685,000 | 10 |
| Gross Fiduciary activities income | $62,530,000 | 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 |
| 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 | $33,935,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,035,000 | 80 |
| YTD Gross Income employee benefit defined benefit | $558,000 | 57 |
| YTD Gross Income from other retirement accounts | $10,775,000 | 15 |
| YTD Gross Income corporate trust and agency | $0 | 248 |
| Investment management and investment advisory agency accounts income | $144,191,000 | 8 |
| Foundation and endowment and agency accounts income | $7,349,000 | 11 |
| YTD Gross income other trust and agency accounts | $0 | 173 |
| YTD Gross income custody and safekeeping agency accounts | $4,796,000 | 38 |
| YTD Gross income other trust accounts | $29,966,000 | 10 |
| Gross Fiduciary activities income | $232,605,000 | 16 |
| YTD fiduciary expense (Dec. only) | $215,437,000 | 15 |
| YTD fiduciary net loss (Dec. only) | $467,000 | 25 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
| YTD net fiduciary income (Dec. only) | $16,701,000 | 29 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $18,306,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 298 |
| YTD Gross Income employee benefit defined benefit | $1,000 | 214 |
| YTD Gross Income from other retirement accounts | $2,184,000 | 33 |
| 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 | $3,570,000 | 41 |
| YTD Gross income other trust accounts | $22,774,000 | 11 |
| Gross Fiduciary activities income | $168,913,000 | 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 |
| 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 | $11,380,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 307 |
| YTD Gross Income employee benefit defined benefit | $2,000 | 205 |
| YTD Gross Income from other retirement accounts | $1,786,000 | 30 |
| 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 | $2,252,000 | 42 |
| YTD Gross income other trust accounts | $15,019,000 | 11 |
| Gross Fiduciary activities income | $109,949,000 | 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 |
| 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 | $5,903,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,000 | 299 |
| YTD Gross Income employee benefit defined benefit | $0 | 208 |
| YTD Gross Income from other retirement accounts | $966,000 | 26 |
| 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 | $1,097,000 | 42 |
| YTD Gross income other trust accounts | $7,340,000 | 11 |
| Gross Fiduciary activities income | $54,056,000 | 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 |
| 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 | $0 | 187 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $251,705,000 | 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 |
| 2008-09-30 | 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 | $193,246,000 | 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 |
| 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 | $129,030,000 | 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 |
| 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 | $64,340,000 | 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 |
| 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 | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $238,640,000 | 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 |
| 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 | $176,573,000 | 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 |
| 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 | $115,754,000 | 21 |
| 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 | $56,228,000 | 21 |
| 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 | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $207,306,000 | 22 |
| 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 | $152,051,000 | 22 |
| 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 | $100,931,000 | 21 |
| 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 | $49,379,000 | 21 |
| 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 | $0 | 220 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $183,281,000 | 22 |
| 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 | $132,742,000 | 22 |
| 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 | $87,416,000 | 22 |
| 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 | $43,721,000 | 23 |
| 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 | $0 | 199 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $168,218,000 | 23 |
| 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 | $125,751,000 | 22 |
| 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 | $83,787,000 | 22 |
| 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 | $41,611,000 | 24 |
| 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 | $0 | 203 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $150,094,000 | 25 |
| 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 | $110,814,000 | 25 |
| 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 | $72,822,000 | 24 |
| 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 | $35,592,000 | 24 |
| 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 | $0 | 218 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $151,021,000 | 24 |
| 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 | $0 | 240 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $152,477,000 | 24 |
| 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 | $148,308,000 | 29 |
| 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 | $114,928,000 | 35 |
| 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 | $90,012,000 | 39 |
| 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 | $70,198,000 | 42 |
| 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 | $57,216,000 | 44 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | 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 | $48,759,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | 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 | $45,645,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | 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 | $39,362,000 | 57 |
| 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 | $36,099,000 | 58 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |