Home > Broadway National Bank > Gross Fiduciary and Related Services Income
Broadway National Bank, 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 | $2,201,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,000 | 287 |
| YTD Gross Income employee benefit defined benefit | $8,000 | 135 |
| YTD Gross Income from other retirement accounts | $472,000 | 120 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $2,804,000 | 72 |
| Foundation and endowment and agency accounts income | $272,000 | 91 |
| YTD Gross income other trust and agency accounts | $2,000 | 78 |
| YTD Gross income custody and safekeeping agency accounts | $22,000 | 232 |
| YTD Gross income other trust accounts | $0 | 172 |
| Gross Fiduciary activities income | $5,782,000 | 126 |
| 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 | $8,244,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 342 |
| YTD Gross Income employee benefit defined benefit | $32,000 | 144 |
| YTD Gross Income from other retirement accounts | $1,589,000 | 132 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $10,603,000 | 72 |
| Foundation and endowment and agency accounts income | $1,271,000 | 80 |
| YTD Gross income other trust and agency accounts | $15,000 | 88 |
| YTD Gross income custody and safekeeping agency accounts | $81,000 | 260 |
| YTD Gross income other trust accounts | $0 | 215 |
| Gross Fiduciary activities income | $21,841,000 | 120 |
| YTD fiduciary expense (Dec. only) | $10,284,000 | 143 |
| YTD fiduciary net loss (Dec. only) | $79,000 | 75 |
| YTD fiduciary intracompany income (Dec. only) | $185,000 | 97 |
| YTD net fiduciary income (Dec. only) | $11,663,000 | 90 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2024-09-30 | 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 | $6,003,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 300 |
| YTD Gross Income employee benefit defined benefit | $24,000 | 144 |
| YTD Gross Income from other retirement accounts | $1,163,000 | 131 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $7,761,000 | 73 |
| Foundation and endowment and agency accounts income | $1,006,000 | 78 |
| YTD Gross income other trust and agency accounts | $6,000 | 88 |
| YTD Gross income custody and safekeeping agency accounts | $66,000 | 237 |
| YTD Gross income other trust accounts | $0 | 178 |
| Gross Fiduciary activities income | $16,033,000 | 123 |
| 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 |
| 2024-06-30 | 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 | $3,849,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 344 |
| YTD Gross Income employee benefit defined benefit | $16,000 | 151 |
| YTD Gross Income from other retirement accounts | $771,000 | 131 |
| YTD Gross Income corporate trust and agency | $0 | 174 |
| Investment management and investment advisory agency accounts income | $5,158,000 | 74 |
| Foundation and endowment and agency accounts income | $638,000 | 81 |
| YTD Gross income other trust and agency accounts | $4,000 | 98 |
| YTD Gross income custody and safekeeping agency accounts | $47,000 | 250 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $10,485,000 | 134 |
| 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 | $1,785,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 250 |
| YTD Gross Income employee benefit defined benefit | $8,000 | 189 |
| YTD Gross Income from other retirement accounts | $393,000 | 127 |
| YTD Gross Income corporate trust and agency | $0 | 95 |
| Investment management and investment advisory agency accounts income | $2,609,000 | 120 |
| Foundation and endowment and agency accounts income | $316,000 | 82 |
| YTD Gross income other trust and agency accounts | $2,000 | 70 |
| YTD Gross income custody and safekeeping agency accounts | $27,000 | 232 |
| YTD Gross income other trust accounts | $0 | 168 |
| Gross Fiduciary activities income | $5,142,000 | 119 |
| 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 | $7,024,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 305 |
| YTD Gross Income employee benefit defined benefit | $29,000 | 198 |
| YTD Gross Income from other retirement accounts | $1,415,000 | 126 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | $9,658,000 | 115 |
| Foundation and endowment and agency accounts income | $1,164,000 | 76 |
| YTD Gross income other trust and agency accounts | $21,000 | 67 |
| YTD Gross income custody and safekeeping agency accounts | $82,000 | 258 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $19,399,000 | 119 |
| YTD fiduciary expense (Dec. only) | $10,068,000 | 136 |
| YTD fiduciary net loss (Dec. only) | $7,000 | 171 |
| YTD fiduciary intracompany income (Dec. only) | $147,000 | 94 |
| YTD net fiduciary income (Dec. only) | $9,471,000 | 92 |
| 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 | $5,255,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 252 |
| YTD Gross Income employee benefit defined benefit | $22,000 | 187 |
| YTD Gross Income from other retirement accounts | $1,066,000 | 122 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $7,265,000 | 117 |
| Foundation and endowment and agency accounts income | $877,000 | 77 |
| YTD Gross income other trust and agency accounts | $19,000 | 54 |
| YTD Gross income custody and safekeeping agency accounts | $64,000 | 233 |
| YTD Gross income other trust accounts | $0 | 170 |
| Gross Fiduciary activities income | $14,572,000 | 118 |
| 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 | $3,460,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,000 | 294 |
| YTD Gross Income employee benefit defined benefit | $14,000 | 196 |
| YTD Gross Income from other retirement accounts | $706,000 | 121 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $4,775,000 | 115 |
| Foundation and endowment and agency accounts income | $580,000 | 77 |
| YTD Gross income other trust and agency accounts | $5,000 | 80 |
| YTD Gross income custody and safekeeping agency accounts | $42,000 | 242 |
| YTD Gross income other trust accounts | $0 | 195 |
| Gross Fiduciary activities income | $9,585,000 | 117 |
| 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 | $1,741,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,000 | 256 |
| YTD Gross Income employee benefit defined benefit | $7,000 | 144 |
| YTD Gross Income from other retirement accounts | $354,000 | 125 |
| YTD Gross Income corporate trust and agency | $0 | 97 |
| Investment management and investment advisory agency accounts income | $2,398,000 | 73 |
| Foundation and endowment and agency accounts income | $289,000 | 80 |
| YTD Gross income other trust and agency accounts | $3,000 | 66 |
| YTD Gross income custody and safekeeping agency accounts | $23,000 | 225 |
| YTD Gross income other trust accounts | $0 | 164 |
| Gross Fiduciary activities income | $4,816,000 | 118 |
| 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 | $6,260,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 322 |
| YTD Gross Income employee benefit defined benefit | $29,000 | 165 |
| YTD Gross Income from other retirement accounts | $1,235,000 | 142 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $9,332,000 | 73 |
| Foundation and endowment and agency accounts income | $1,201,000 | 79 |
| YTD Gross income other trust and agency accounts | $19,000 | 83 |
| YTD Gross income custody and safekeeping agency accounts | $78,000 | 253 |
| YTD Gross income other trust accounts | $0 | 229 |
| Gross Fiduciary activities income | $18,160,000 | 126 |
| YTD fiduciary expense (Dec. only) | $9,709,000 | 139 |
| YTD fiduciary net loss (Dec. only) | $21,000 | 120 |
| YTD fiduciary intracompany income (Dec. only) | $80,000 | 113 |
| YTD net fiduciary income (Dec. only) | $8,510,000 | 103 |
| 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 | $4,662,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000 | 273 |
| YTD Gross Income employee benefit defined benefit | $22,000 | 154 |
| YTD Gross Income from other retirement accounts | $928,000 | 146 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $7,087,000 | 73 |
| Foundation and endowment and agency accounts income | $922,000 | 78 |
| YTD Gross income other trust and agency accounts | $6,000 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $59,000 | 239 |
| YTD Gross income other trust accounts | $0 | 184 |
| Gross Fiduciary activities income | $13,691,000 | 127 |
| 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 | $3,067,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 302 |
| YTD Gross Income employee benefit defined benefit | $15,000 | 147 |
| YTD Gross Income from other retirement accounts | $630,000 | 142 |
| YTD Gross Income corporate trust and agency | $0 | 129 |
| Investment management and investment advisory agency accounts income | $4,771,000 | 66 |
| Foundation and endowment and agency accounts income | $632,000 | 67 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $39,000 | 228 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $9,162,000 | 107 |
| 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 | $1,522,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 255 |
| YTD Gross Income employee benefit defined benefit | $8,000 | 136 |
| YTD Gross Income from other retirement accounts | $321,000 | 144 |
| YTD Gross Income corporate trust and agency | $0 | 100 |
| Investment management and investment advisory agency accounts income | $2,387,000 | 66 |
| Foundation and endowment and agency accounts income | $419,000 | 57 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $22,000 | 211 |
| YTD Gross income other trust accounts | $0 | 156 |
| Gross Fiduciary activities income | $4,683,000 | 108 |
| 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 | $6,728,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000 | 306 |
| YTD Gross Income employee benefit defined benefit | $29,000 | 151 |
| YTD Gross Income from other retirement accounts | $1,141,000 | 154 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $8,502,000 | 70 |
| Foundation and endowment and agency accounts income | $1,681,000 | 56 |
| YTD Gross income other trust and agency accounts | $9,000 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $81,000 | 228 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $18,178,000 | 108 |
| YTD fiduciary expense (Dec. only) | $9,217,000 | 117 |
| YTD fiduciary net loss (Dec. only) | $14,000 | 111 |
| YTD fiduciary intracompany income (Dec. only) | $61,000 | 105 |
| YTD net fiduciary income (Dec. only) | $9,008,000 | 88 |
| 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 | $5,202,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 260 |
| YTD Gross Income employee benefit defined benefit | $22,000 | 138 |
| YTD Gross Income from other retirement accounts | $822,000 | 153 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $6,253,000 | 70 |
| Foundation and endowment and agency accounts income | $1,258,000 | 54 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $61,000 | 209 |
| YTD Gross income other trust accounts | $0 | 167 |
| Gross Fiduciary activities income | $13,631,000 | 107 |
| 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 | $3,420,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 299 |
| YTD Gross Income employee benefit defined benefit | $14,000 | 148 |
| YTD Gross Income from other retirement accounts | $524,000 | 157 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $4,070,000 | 69 |
| Foundation and endowment and agency accounts income | $827,000 | 55 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $43,000 | 223 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $8,907,000 | 108 |
| 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 | $1,542,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 255 |
| YTD Gross Income employee benefit defined benefit | $7,000 | 139 |
| YTD Gross Income from other retirement accounts | $257,000 | 159 |
| YTD Gross Income corporate trust and agency | $0 | 108 |
| Investment management and investment advisory agency accounts income | $2,030,000 | 70 |
| Foundation and endowment and agency accounts income | $407,000 | 52 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $21,000 | 211 |
| YTD Gross income other trust accounts | $0 | 158 |
| Gross Fiduciary activities income | $4,269,000 | 110 |
| 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 | $5,791,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 306 |
| YTD Gross Income employee benefit defined benefit | $26,000 | 156 |
| YTD Gross Income from other retirement accounts | $859,000 | 163 |
| YTD Gross Income corporate trust and agency | $0 | 151 |
| Investment management and investment advisory agency accounts income | $7,155,000 | 74 |
| Foundation and endowment and agency accounts income | $1,552,000 | 52 |
| YTD Gross income other trust and agency accounts | $12,000 | 73 |
| YTD Gross income custody and safekeeping agency accounts | $78,000 | 236 |
| YTD Gross income other trust accounts | $0 | 227 |
| Gross Fiduciary activities income | $15,481,000 | 109 |
| YTD fiduciary expense (Dec. only) | $9,212,000 | 117 |
| YTD fiduciary net loss (Dec. only) | $28,000 | 97 |
| YTD fiduciary intracompany income (Dec. only) | $78,000 | 109 |
| YTD net fiduciary income (Dec. only) | $6,319,000 | 93 |
| 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 | $4,247,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 262 |
| YTD Gross Income employee benefit defined benefit | $19,000 | 148 |
| YTD Gross Income from other retirement accounts | $620,000 | 161 |
| YTD Gross Income corporate trust and agency | $0 | 122 |
| Investment management and investment advisory agency accounts income | $5,293,000 | 75 |
| Foundation and endowment and agency accounts income | $1,140,000 | 52 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $60,000 | 218 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $11,395,000 | 110 |
| 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 | $2,798,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 297 |
| YTD Gross Income employee benefit defined benefit | $13,000 | 156 |
| YTD Gross Income from other retirement accounts | $403,000 | 163 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $3,476,000 | 75 |
| Foundation and endowment and agency accounts income | $819,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $42,000 | 221 |
| YTD Gross income other trust accounts | $0 | 205 |
| Gross Fiduciary activities income | $7,561,000 | 111 |
| 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 | $1,509,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 258 |
| YTD Gross Income employee benefit defined benefit | $7,000 | 138 |
| YTD Gross Income from other retirement accounts | $208,000 | 159 |
| YTD Gross Income corporate trust and agency | $0 | 109 |
| Investment management and investment advisory agency accounts income | $1,822,000 | 72 |
| Foundation and endowment and agency accounts income | $439,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $24,000 | 205 |
| YTD Gross income other trust accounts | $0 | 171 |
| Gross Fiduciary activities income | $4,015,000 | 109 |
| 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 | $5,166,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 299 |
| YTD Gross Income employee benefit defined benefit | $22,000 | 169 |
| YTD Gross Income from other retirement accounts | $629,000 | 189 |
| YTD Gross Income corporate trust and agency | $0 | 143 |
| Investment management and investment advisory agency accounts income | $6,540,000 | 77 |
| Foundation and endowment and agency accounts income | $1,625,000 | 49 |
| YTD Gross income other trust and agency accounts | $20,000 | 76 |
| YTD Gross income custody and safekeeping agency accounts | $83,000 | 223 |
| YTD Gross income other trust accounts | $0 | 219 |
| Gross Fiduciary activities income | $14,093,000 | 115 |
| YTD fiduciary expense (Dec. only) | $9,326,000 | 117 |
| YTD fiduciary net loss (Dec. only) | $202,000 | 41 |
| YTD fiduciary intracompany income (Dec. only) | $70,000 | 111 |
| YTD net fiduciary income (Dec. only) | $4,635,000 | 105 |
| 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 | $3,920,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 268 |
| YTD Gross Income employee benefit defined benefit | $16,000 | 159 |
| YTD Gross Income from other retirement accounts | $440,000 | 190 |
| YTD Gross Income corporate trust and agency | $0 | 117 |
| Investment management and investment advisory agency accounts income | $4,704,000 | 80 |
| Foundation and endowment and agency accounts income | $1,201,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $62,000 | 213 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $10,365,000 | 117 |
| 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 | $2,689,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 294 |
| YTD Gross Income employee benefit defined benefit | $10,000 | 166 |
| YTD Gross Income from other retirement accounts | $284,000 | 197 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $3,032,000 | 80 |
| Foundation and endowment and agency accounts income | $797,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $44,000 | 219 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $6,872,000 | 117 |
| 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 | $1,256,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 292 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 161 |
| YTD Gross Income from other retirement accounts | $135,000 | 200 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $1,499,000 | 81 |
| Foundation and endowment and agency accounts income | $394,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $25,000 | 198 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $3,325,000 | 120 |
| 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 | $5,911,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $10,000 | 331 |
| YTD Gross Income employee benefit defined benefit | $20,000 | 181 |
| YTD Gross Income from other retirement accounts | $482,000 | 214 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $5,604,000 | 82 |
| Foundation and endowment and agency accounts income | $1,620,000 | 51 |
| YTD Gross income other trust and agency accounts | $14,000 | 96 |
| YTD Gross income custody and safekeeping agency accounts | $90,000 | 222 |
| YTD Gross income other trust accounts | $0 | 246 |
| Gross Fiduciary activities income | $13,751,000 | 114 |
| YTD fiduciary expense (Dec. only) | $8,532,000 | 124 |
| YTD fiduciary net loss (Dec. only) | $52,000 | 77 |
| YTD fiduciary intracompany income (Dec. only) | $64,000 | 119 |
| YTD net fiduciary income (Dec. only) | $5,231,000 | 103 |
| 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 | $4,313,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 301 |
| YTD Gross Income employee benefit defined benefit | $15,000 | 167 |
| YTD Gross Income from other retirement accounts | $350,000 | 218 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $4,154,000 | 83 |
| Foundation and endowment and agency accounts income | $1,222,000 | 51 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $73,000 | 211 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $10,146,000 | 116 |
| 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 | $2,817,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000 | 300 |
| YTD Gross Income employee benefit defined benefit | $10,000 | 167 |
| YTD Gross Income from other retirement accounts | $225,000 | 223 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $2,781,000 | 82 |
| Foundation and endowment and agency accounts income | $815,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $51,000 | 207 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $6,711,000 | 114 |
| 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 | $1,266,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 304 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 165 |
| YTD Gross Income from other retirement accounts | $113,000 | 226 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $1,414,000 | 83 |
| Foundation and endowment and agency accounts income | $414,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $27,000 | 191 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $3,245,000 | 120 |
| 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 | $5,274,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,000 | 362 |
| YTD Gross Income employee benefit defined benefit | $19,000 | 193 |
| YTD Gross Income from other retirement accounts | $399,000 | 233 |
| YTD Gross Income corporate trust and agency | $0 | 195 |
| Investment management and investment advisory agency accounts income | $4,706,000 | 92 |
| Foundation and endowment and agency accounts income | $1,585,000 | 48 |
| YTD Gross income other trust and agency accounts | $20,000 | 104 |
| YTD Gross income custody and safekeeping agency accounts | $99,000 | 217 |
| YTD Gross income other trust accounts | $0 | 290 |
| Gross Fiduciary activities income | $12,111,000 | 116 |
| YTD fiduciary expense (Dec. only) | $8,183,000 | 121 |
| YTD fiduciary net loss (Dec. only) | $300,000 | 30 |
| YTD fiduciary intracompany income (Dec. only) | $38,000 | 137 |
| YTD net fiduciary income (Dec. only) | $3,666,000 | 117 |
| 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 | $3,891,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000 | 305 |
| YTD Gross Income employee benefit defined benefit | $14,000 | 169 |
| YTD Gross Income from other retirement accounts | $294,000 | 230 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $3,454,000 | 90 |
| Foundation and endowment and agency accounts income | $1,178,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $76,000 | 199 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $8,927,000 | 118 |
| 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 | $2,530,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 303 |
| YTD Gross Income employee benefit defined benefit | $9,000 | 169 |
| YTD Gross Income from other retirement accounts | $194,000 | 228 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $2,264,000 | 93 |
| Foundation and endowment and agency accounts income | $786,000 | 48 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $51,000 | 195 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $5,847,000 | 117 |
| 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 | $1,147,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 303 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 164 |
| YTD Gross Income from other retirement accounts | $96,000 | 228 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $1,147,000 | 91 |
| Foundation and endowment and agency accounts income | $390,000 | 48 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $29,000 | 178 |
| YTD Gross income other trust accounts | $0 | 186 |
| Gross Fiduciary activities income | $2,821,000 | 119 |
| 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 | $5,104,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 373 |
| YTD Gross Income employee benefit defined benefit | $17,000 | 198 |
| YTD Gross Income from other retirement accounts | $348,000 | 235 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $3,958,000 | 90 |
| Foundation and endowment and agency accounts income | $1,447,000 | 48 |
| YTD Gross income other trust and agency accounts | $17,000 | 110 |
| YTD Gross income custody and safekeeping agency accounts | $107,000 | 194 |
| YTD Gross income other trust accounts | $0 | 295 |
| Gross Fiduciary activities income | $11,006,000 | 117 |
| YTD fiduciary expense (Dec. only) | $7,887,000 | 120 |
| YTD fiduciary net loss (Dec. only) | $489,000 | 22 |
| YTD fiduciary intracompany income (Dec. only) | $39,000 | 132 |
| YTD net fiduciary income (Dec. only) | $2,669,000 | 126 |
| 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 | $3,808,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 304 |
| YTD Gross Income employee benefit defined benefit | $13,000 | 173 |
| YTD Gross Income from other retirement accounts | $258,000 | 227 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $2,950,000 | 89 |
| Foundation and endowment and agency accounts income | $1,076,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $84,000 | 180 |
| YTD Gross income other trust accounts | $0 | 216 |
| Gross Fiduciary activities income | $8,208,000 | 115 |
| 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 | $2,551,000 | 83 |
| 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 | $8,000 | 177 |
| YTD Gross Income from other retirement accounts | $170,000 | 232 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $1,952,000 | 90 |
| Foundation and endowment and agency accounts income | $710,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $62,000 | 177 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $5,465,000 | 117 |
| 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 | $1,222,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 304 |
| YTD Gross Income employee benefit defined benefit | $4,000 | 175 |
| YTD Gross Income from other retirement accounts | $84,000 | 233 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $973,000 | 93 |
| Foundation and endowment and agency accounts income | $349,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $38,000 | 168 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $2,677,000 | 119 |
| 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 | $5,564,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 388 |
| YTD Gross Income employee benefit defined benefit | $24,000 | 187 |
| YTD Gross Income from other retirement accounts | $333,000 | 245 |
| YTD Gross Income corporate trust and agency | $0 | 200 |
| Investment management and investment advisory agency accounts income | $4,165,000 | 84 |
| Foundation and endowment and agency accounts income | $1,450,000 | 47 |
| YTD Gross income other trust and agency accounts | $40,000 | 80 |
| YTD Gross income custody and safekeeping agency accounts | $175,000 | 170 |
| YTD Gross income other trust accounts | $0 | 298 |
| Gross Fiduciary activities income | $11,759,000 | 114 |
| YTD fiduciary expense (Dec. only) | $6,988,000 | 129 |
| YTD fiduciary net loss (Dec. only) | $27,000 | 83 |
| YTD fiduciary intracompany income (Dec. only) | $29,000 | 133 |
| YTD net fiduciary income (Dec. only) | $4,773,000 | 91 |
| 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 | $4,116,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 309 |
| YTD Gross Income employee benefit defined benefit | $19,000 | 165 |
| YTD Gross Income from other retirement accounts | $244,000 | 241 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $3,160,000 | 83 |
| Foundation and endowment and agency accounts income | $1,106,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $145,000 | 153 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $8,831,000 | 114 |
| 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 | $2,663,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 309 |
| YTD Gross Income employee benefit defined benefit | $13,000 | 166 |
| YTD Gross Income from other retirement accounts | $162,000 | 244 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $2,123,000 | 83 |
| Foundation and endowment and agency accounts income | $754,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $109,000 | 151 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $5,843,000 | 116 |
| 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 | $1,213,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 304 |
| YTD Gross Income employee benefit defined benefit | $6,000 | 168 |
| YTD Gross Income from other retirement accounts | $80,000 | 244 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $1,092,000 | 83 |
| Foundation and endowment and agency accounts income | $383,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $52,000 | 149 |
| YTD Gross income other trust accounts | $0 | 198 |
| Gross Fiduciary activities income | $2,837,000 | 117 |
| 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 | $5,348,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 393 |
| YTD Gross Income employee benefit defined benefit | $31,000 | 177 |
| YTD Gross Income from other retirement accounts | $312,000 | 250 |
| YTD Gross Income corporate trust and agency | $0 | 208 |
| Investment management and investment advisory agency accounts income | $4,082,000 | 80 |
| Foundation and endowment and agency accounts income | $1,445,000 | 49 |
| YTD Gross income other trust and agency accounts | $37,000 | 80 |
| YTD Gross income custody and safekeeping agency accounts | $181,000 | 164 |
| YTD Gross income other trust accounts | $0 | 296 |
| Gross Fiduciary activities income | $11,444,000 | 115 |
| YTD fiduciary expense (Dec. only) | $6,316,000 | 135 |
| YTD fiduciary net loss (Dec. only) | $10,000 | 117 |
| YTD fiduciary intracompany income (Dec. only) | $27,000 | 138 |
| YTD net fiduciary income (Dec. only) | $5,145,000 | 85 |
| 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 | $4,081,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 307 |
| YTD Gross Income employee benefit defined benefit | $22,000 | 166 |
| YTD Gross Income from other retirement accounts | $230,000 | 237 |
| YTD Gross Income corporate trust and agency | $0 | 146 |
| Investment management and investment advisory agency accounts income | $2,977,000 | 80 |
| Foundation and endowment and agency accounts income | $1,038,000 | 48 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $142,000 | 157 |
| YTD Gross income other trust accounts | $0 | 217 |
| Gross Fiduciary activities income | $8,517,000 | 114 |
| 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 | $2,640,000 | 81 |
| 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 | $15,000 | 165 |
| YTD Gross Income from other retirement accounts | $158,000 | 234 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $1,965,000 | 80 |
| Foundation and endowment and agency accounts income | $672,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $108,000 | 144 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $5,579,000 | 113 |
| 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 | $1,274,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 308 |
| YTD Gross Income employee benefit defined benefit | $7,000 | 167 |
| YTD Gross Income from other retirement accounts | $77,000 | 239 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $970,000 | 81 |
| Foundation and endowment and agency accounts income | $336,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $52,000 | 147 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $2,730,000 | 114 |
| 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 | $4,920,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000 | 395 |
| YTD Gross Income employee benefit defined benefit | $25,000 | 188 |
| YTD Gross Income from other retirement accounts | $279,000 | 251 |
| YTD Gross Income corporate trust and agency | $0 | 201 |
| Investment management and investment advisory agency accounts income | $3,765,000 | 80 |
| Foundation and endowment and agency accounts income | $1,234,000 | 46 |
| YTD Gross income other trust and agency accounts | $29,000 | 83 |
| YTD Gross income custody and safekeeping agency accounts | $212,000 | 148 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $10,471,000 | 115 |
| YTD fiduciary expense (Dec. only) | $5,579,000 | 141 |
| YTD fiduciary net loss (Dec. only) | $17,000 | 111 |
| YTD fiduciary intracompany income (Dec. only) | $14,000 | 143 |
| YTD net fiduciary income (Dec. only) | $4,889,000 | 78 |
| 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 | $3,487,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000 | 303 |
| YTD Gross Income employee benefit defined benefit | $18,000 | 168 |
| YTD Gross Income from other retirement accounts | $209,000 | 237 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $2,790,000 | 77 |
| Foundation and endowment and agency accounts income | $905,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $170,000 | 131 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $7,607,000 | 115 |
| 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 | $2,341,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,000 | 303 |
| YTD Gross Income employee benefit defined benefit | $12,000 | 168 |
| YTD Gross Income from other retirement accounts | $137,000 | 239 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $1,855,000 | 76 |
| Foundation and endowment and agency accounts income | $598,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $136,000 | 121 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $5,098,000 | 117 |
| 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 | $1,178,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 301 |
| YTD Gross Income employee benefit defined benefit | $7,000 | 159 |
| YTD Gross Income from other retirement accounts | $65,000 | 243 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $943,000 | 78 |
| Foundation and endowment and agency accounts income | $291,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $84,000 | 105 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $2,579,000 | 113 |
| 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 | $4,630,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 395 |
| YTD Gross Income employee benefit defined benefit | $26,000 | 185 |
| YTD Gross Income from other retirement accounts | $243,000 | 256 |
| YTD Gross Income corporate trust and agency | $0 | 213 |
| Investment management and investment advisory agency accounts income | $3,010,000 | 90 |
| Foundation and endowment and agency accounts income | $1,000,000 | 48 |
| YTD Gross income other trust and agency accounts | $35,000 | 90 |
| YTD Gross income custody and safekeeping agency accounts | $261,000 | 126 |
| YTD Gross income other trust accounts | $0 | 288 |
| Gross Fiduciary activities income | $9,211,000 | 115 |
| YTD fiduciary expense (Dec. only) | $5,165,000 | 141 |
| YTD fiduciary net loss (Dec. only) | $60,000 | 66 |
| YTD fiduciary intracompany income (Dec. only) | $16,000 | 142 |
| YTD net fiduciary income (Dec. only) | $4,002,000 | 84 |
| 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 | $3,390,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000 | 297 |
| YTD Gross Income employee benefit defined benefit | $21,000 | 159 |
| YTD Gross Income from other retirement accounts | $160,000 | 250 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $2,251,000 | 89 |
| Foundation and endowment and agency accounts income | $744,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $213,000 | 117 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $6,812,000 | 115 |
| 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 | $2,190,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,000 | 298 |
| YTD Gross Income employee benefit defined benefit | $16,000 | 159 |
| YTD Gross Income from other retirement accounts | $108,000 | 249 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $1,502,000 | 89 |
| Foundation and endowment and agency accounts income | $494,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $161,000 | 110 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $4,483,000 | 119 |
| 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 | $979,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 293 |
| YTD Gross Income employee benefit defined benefit | $8,000 | 157 |
| YTD Gross Income from other retirement accounts | $54,000 | 246 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $796,000 | 81 |
| Foundation and endowment and agency accounts income | $245,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $66,000 | 126 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $2,155,000 | 123 |
| 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 | $4,325,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000 | 407 |
| YTD Gross Income employee benefit defined benefit | $23,000 | 191 |
| YTD Gross Income from other retirement accounts | $205,000 | 274 |
| YTD Gross Income corporate trust and agency | $0 | 228 |
| Investment management and investment advisory agency accounts income | $2,801,000 | 88 |
| Foundation and endowment and agency accounts income | $935,000 | 45 |
| YTD Gross income other trust and agency accounts | $43,000 | 80 |
| YTD Gross income custody and safekeeping agency accounts | $286,000 | 114 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $8,623,000 | 105 |
| YTD fiduciary expense (Dec. only) | $4,953,000 | 138 |
| YTD fiduciary net loss (Dec. only) | $82,000 | 58 |
| YTD fiduciary intracompany income (Dec. only) | $31,000 | 135 |
| YTD net fiduciary income (Dec. only) | $3,619,000 | 79 |
| 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 | $3,163,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 306 |
| YTD Gross Income employee benefit defined benefit | $15,000 | 183 |
| YTD Gross Income from other retirement accounts | $153,000 | 248 |
| YTD Gross Income corporate trust and agency | $0 | 157 |
| Investment management and investment advisory agency accounts income | $2,019,000 | 92 |
| Foundation and endowment and agency accounts income | $706,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $229,000 | 117 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $6,314,000 | 107 |
| 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 | $2,109,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000 | 311 |
| YTD Gross Income employee benefit defined benefit | $13,000 | 170 |
| YTD Gross Income from other retirement accounts | $100,000 | 252 |
| YTD Gross Income corporate trust and agency | $0 | 154 |
| Investment management and investment advisory agency accounts income | $1,336,000 | 95 |
| Foundation and endowment and agency accounts income | $471,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $173,000 | 115 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $4,224,000 | 110 |
| 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 | $975,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $13,000 | 262 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 182 |
| YTD Gross Income from other retirement accounts | $49,000 | 252 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $652,000 | 96 |
| Foundation and endowment and agency accounts income | $239,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $91,000 | 108 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $2,031,000 | 110 |
| 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 | $4,004,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000 | 411 |
| YTD Gross Income employee benefit defined benefit | $16,000 | 213 |
| YTD Gross Income from other retirement accounts | $155,000 | 301 |
| YTD Gross Income corporate trust and agency | $0 | 246 |
| Investment management and investment advisory agency accounts income | $2,137,000 | 104 |
| Foundation and endowment and agency accounts income | $866,000 | 46 |
| YTD Gross income other trust and agency accounts | $40,000 | 92 |
| YTD Gross income custody and safekeeping agency accounts | $308,000 | 119 |
| YTD Gross income other trust accounts | $0 | 312 |
| Gross Fiduciary activities income | $7,533,000 | 112 |
| YTD fiduciary expense (Dec. only) | $4,641,000 | 144 |
| YTD fiduciary net loss (Dec. only) | $1,000 | 179 |
| YTD fiduciary intracompany income (Dec. only) | $29,000 | 131 |
| YTD net fiduciary income (Dec. only) | $2,920,000 | 96 |
| 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 | $4,242,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 316 |
| YTD Gross Income employee benefit defined benefit | $14,000 | 182 |
| YTD Gross Income from other retirement accounts | $118,000 | 255 |
| YTD Gross Income corporate trust and agency | $0 | 164 |
| Investment management and investment advisory agency accounts income | $0 | 335 |
| Foundation and endowment and agency accounts income | $641,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $241,000 | 114 |
| YTD Gross income other trust accounts | $0 | 210 |
| Gross Fiduciary activities income | $5,592,000 | 110 |
| 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 | $2,842,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $9,000 | 181 |
| YTD Gross Income from other retirement accounts | $75,000 | 260 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $0 | 335 |
| Foundation and endowment and agency accounts income | $428,000 | 42 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $174,000 | 111 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $3,728,000 | 111 |
| 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 | $1,306,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 317 |
| YTD Gross Income employee benefit defined benefit | $4,000 | 183 |
| YTD Gross Income from other retirement accounts | $40,000 | 253 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $0 | 339 |
| Foundation and endowment and agency accounts income | $211,000 | 41 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $85,000 | 113 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $1,754,000 | 117 |
| 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 | $3,695,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000 | 408 |
| YTD Gross Income employee benefit defined benefit | $9,000 | 234 |
| YTD Gross Income from other retirement accounts | $147,000 | 294 |
| YTD Gross Income corporate trust and agency | $0 | 248 |
| Investment management and investment advisory agency accounts income | $1,967,000 | 105 |
| Foundation and endowment and agency accounts income | $737,000 | 39 |
| YTD Gross income other trust and agency accounts | $36,000 | 100 |
| YTD Gross income custody and safekeeping agency accounts | $317,000 | 125 |
| YTD Gross income other trust accounts | $0 | 317 |
| Gross Fiduciary activities income | $6,914,000 | 116 |
| YTD fiduciary expense (Dec. only) | $4,431,000 | 151 |
| YTD fiduciary net loss (Dec. only) | $9,000 | 147 |
| YTD fiduciary intracompany income (Dec. only) | $31,000 | 128 |
| YTD net fiduciary income (Dec. only) | $2,505,000 | 99 |
| 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 | $4,599,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $7,000 | 193 |
| YTD Gross Income from other retirement accounts | $114,000 | 249 |
| 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 | $253,000 | 123 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $5,292,000 | 110 |
| 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 | $2,889,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 192 |
| YTD Gross Income from other retirement accounts | $74,000 | 248 |
| 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 | $195,000 | 117 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $3,331,000 | 117 |
| 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 | $1,419,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $3,000 | 183 |
| YTD Gross Income from other retirement accounts | $38,000 | 244 |
| 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 | $82,000 | 121 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $1,631,000 | 117 |
| 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 | $629,000 | 30 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $7,765,000 | 117 |
| 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 | $5,850,000 | 118 |
| 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 | $3,856,000 | 121 |
| 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 | $1,827,000 | 126 |
| 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 | $7,317,000 | 123 |
| 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 | $5,382,000 | 123 |
| 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 | $3,554,000 | 131 |
| 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 | $1,690,000 | 133 |
| 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 | $6,498,000 | 128 |
| 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 | $4,790,000 | 136 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $3,213,000 | 141 |
| 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 | $1,452,000 | 149 |
| 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 | $5,675,000 | 148 |
| 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 | $4,279,000 | 145 |
| 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 | $2,858,000 | 145 |
| 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 | $1,447,000 | 145 |
| 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 | $5,201,000 | 151 |
| 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 | $3,810,000 | 150 |
| 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 | $2,501,000 | 157 |
| 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 | $1,222,000 | 158 |
| 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 | $4,331,000 | 166 |
| 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 | $3,141,000 | 177 |
| 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 | $2,104,000 | 181 |
| 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 | $1,028,000 | 188 |
| 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 | $4,158,000 | 184 |
| 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 | $4,215,000 | 186 |
| 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 | $4,485,000 | 177 |
| 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 | $4,026,000 | 219 |
| 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 | $3,306,000 | 247 |
| 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 | $2,823,000 | 273 |
| 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 | $2,251,000 | 338 |
| 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 | $1,904,000 | 384 |
| 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 | $1,732,000 | 395 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $1,397,000 | 463 |
| 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 | $1,058,000 | 539 |
| 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 |