Home > Citizens Bank > Gross Fiduciary and Related Services Income
Citizens Bank, Gross Fiduciary and Related Services Income
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,942,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $629,000 | 117 |
| YTD Gross Income employee benefit defined benefit | $288,000 | 72 |
| YTD Gross Income from other retirement accounts | $1,059,000 | 156 |
| YTD Gross Income corporate trust and agency | $161,000 | 54 |
| Investment management and investment advisory agency accounts income | $9,768,000 | 113 |
| Foundation and endowment and agency accounts income | $1,518,000 | 64 |
| YTD Gross income other trust and agency accounts | $0 | 113 |
| YTD Gross income custody and safekeeping agency accounts | $1,428,000 | 68 |
| YTD Gross income other trust accounts | $30,436,000 | 11 |
| Gross Fiduciary activities income | $51,229,000 | 65 |
| YTD fiduciary expense (Dec. only) | $30,888,000 | 73 |
| YTD fiduciary net loss (Dec. only) | $6,000 | 176 |
| YTD fiduciary intracompany income (Dec. only) | $1,982,000 | 44 |
| YTD net fiduciary income (Dec. only) | $22,317,000 | 51 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,528,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $436,000 | 116 |
| YTD Gross Income employee benefit defined benefit | $258,000 | 72 |
| YTD Gross Income from other retirement accounts | $814,000 | 152 |
| YTD Gross Income corporate trust and agency | $127,000 | 49 |
| Investment management and investment advisory agency accounts income | $7,396,000 | 116 |
| Foundation and endowment and agency accounts income | $1,165,000 | 63 |
| YTD Gross income other trust and agency accounts | $0 | 90 |
| YTD Gross income custody and safekeeping agency accounts | $1,066,000 | 70 |
| YTD Gross income other trust accounts | $22,464,000 | 10 |
| Gross Fiduciary activities income | $38,254,000 | 67 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,065,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $311,000 | 112 |
| YTD Gross Income employee benefit defined benefit | $162,000 | 73 |
| YTD Gross Income from other retirement accounts | $537,000 | 152 |
| YTD Gross Income corporate trust and agency | $82,000 | 50 |
| Investment management and investment advisory agency accounts income | $4,915,000 | 113 |
| Foundation and endowment and agency accounts income | $777,000 | 61 |
| YTD Gross income other trust and agency accounts | $0 | 100 |
| YTD Gross income custody and safekeeping agency accounts | $692,000 | 68 |
| YTD Gross income other trust accounts | $15,021,000 | 11 |
| Gross Fiduciary activities income | $25,562,000 | 63 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,425,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $146,000 | 118 |
| YTD Gross Income employee benefit defined benefit | $80,000 | 77 |
| YTD Gross Income from other retirement accounts | $272,000 | 154 |
| YTD Gross Income corporate trust and agency | $48,000 | 47 |
| Investment management and investment advisory agency accounts income | $2,457,000 | 71 |
| Foundation and endowment and agency accounts income | $397,000 | 64 |
| YTD Gross income other trust and agency accounts | $0 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $340,000 | 77 |
| YTD Gross income other trust accounts | $7,417,000 | 12 |
| Gross Fiduciary activities income | $12,582,000 | 68 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,563,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $646,000 | 121 |
| YTD Gross Income employee benefit defined benefit | $527,000 | 64 |
| YTD Gross Income from other retirement accounts | $1,271,000 | 138 |
| YTD Gross Income corporate trust and agency | $173,000 | 54 |
| Investment management and investment advisory agency accounts income | $10,577,000 | 68 |
| Foundation and endowment and agency accounts income | $1,700,000 | 64 |
| YTD Gross income other trust and agency accounts | $0 | 118 |
| YTD Gross income custody and safekeeping agency accounts | $1,307,000 | 76 |
| YTD Gross income other trust accounts | $23,473,000 | 12 |
| Gross Fiduciary activities income | $46,237,000 | 69 |
| YTD fiduciary expense (Dec. only) | $35,668,000 | 68 |
| YTD fiduciary net loss (Dec. only) | $10,000 | 149 |
| YTD fiduciary intracompany income (Dec. only) | $3,285,000 | 39 |
| YTD net fiduciary income (Dec. only) | $13,844,000 | 77 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,931,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $499,000 | 121 |
| YTD Gross Income employee benefit defined benefit | $378,000 | 67 |
| YTD Gross Income from other retirement accounts | $938,000 | 143 |
| YTD Gross Income corporate trust and agency | $124,000 | 55 |
| Investment management and investment advisory agency accounts income | $8,087,000 | 69 |
| Foundation and endowment and agency accounts income | $1,307,000 | 65 |
| YTD Gross income other trust and agency accounts | $0 | 93 |
| YTD Gross income custody and safekeeping agency accounts | $982,000 | 76 |
| YTD Gross income other trust accounts | $17,225,000 | 14 |
| Gross Fiduciary activities income | $34,471,000 | 72 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,460,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $345,000 | 109 |
| YTD Gross Income employee benefit defined benefit | $331,000 | 53 |
| YTD Gross Income from other retirement accounts | $643,000 | 138 |
| YTD Gross Income corporate trust and agency | $71,000 | 52 |
| Investment management and investment advisory agency accounts income | $5,531,000 | 60 |
| Foundation and endowment and agency accounts income | $900,000 | 54 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $681,000 | 66 |
| YTD Gross income other trust accounts | $11,646,000 | 12 |
| Gross Fiduciary activities income | $23,608,000 | 58 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,662,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $186,000 | 107 |
| YTD Gross Income employee benefit defined benefit | $155,000 | 56 |
| YTD Gross Income from other retirement accounts | $322,000 | 142 |
| YTD Gross Income corporate trust and agency | $39,000 | 49 |
| Investment management and investment advisory agency accounts income | $2,873,000 | 60 |
| Foundation and endowment and agency accounts income | $460,000 | 54 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $357,000 | 65 |
| YTD Gross income other trust accounts | $5,976,000 | 10 |
| Gross Fiduciary activities income | $12,030,000 | 56 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,964,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $806,000 | 107 |
| YTD Gross Income employee benefit defined benefit | $630,000 | 51 |
| YTD Gross Income from other retirement accounts | $1,354,000 | 132 |
| YTD Gross Income corporate trust and agency | $116,000 | 60 |
| Investment management and investment advisory agency accounts income | $12,805,000 | 55 |
| Foundation and endowment and agency accounts income | $1,892,000 | 51 |
| YTD Gross income other trust and agency accounts | $0 | 101 |
| YTD Gross income custody and safekeeping agency accounts | $1,573,000 | 60 |
| YTD Gross income other trust accounts | $24,332,000 | 12 |
| Gross Fiduciary activities income | $50,472,000 | 53 |
| YTD fiduciary expense (Dec. only) | $33,568,000 | 53 |
| YTD fiduciary net loss (Dec. only) | $2,000 | 156 |
| YTD fiduciary intracompany income (Dec. only) | $1,248,000 | 41 |
| YTD net fiduciary income (Dec. only) | $18,150,000 | 54 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,292,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $670,000 | 99 |
| YTD Gross Income employee benefit defined benefit | $479,000 | 50 |
| YTD Gross Income from other retirement accounts | $1,021,000 | 129 |
| YTD Gross Income corporate trust and agency | $87,000 | 50 |
| Investment management and investment advisory agency accounts income | $8,953,000 | 57 |
| Foundation and endowment and agency accounts income | $1,428,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,166,000 | 58 |
| YTD Gross income other trust accounts | $18,515,000 | 12 |
| Gross Fiduciary activities income | $37,611,000 | 53 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,603,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $421,000 | 106 |
| YTD Gross Income employee benefit defined benefit | $297,000 | 52 |
| YTD Gross Income from other retirement accounts | $677,000 | 133 |
| YTD Gross Income corporate trust and agency | $62,000 | 56 |
| Investment management and investment advisory agency accounts income | $5,696,000 | 57 |
| Foundation and endowment and agency accounts income | $948,000 | 51 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $814,000 | 60 |
| YTD Gross income other trust accounts | $12,038,000 | 12 |
| Gross Fiduciary activities income | $24,556,000 | 53 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,667,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $279,000 | 95 |
| YTD Gross Income employee benefit defined benefit | $116,000 | 61 |
| YTD Gross Income from other retirement accounts | $340,000 | 131 |
| YTD Gross Income corporate trust and agency | $26,000 | 53 |
| Investment management and investment advisory agency accounts income | $2,828,000 | 58 |
| Foundation and endowment and agency accounts income | $463,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $383,000 | 61 |
| YTD Gross income other trust accounts | $5,946,000 | 12 |
| Gross Fiduciary activities income | $12,048,000 | 53 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,670,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,126,000 | 87 |
| YTD Gross Income employee benefit defined benefit | $927,000 | 44 |
| YTD Gross Income from other retirement accounts | $1,425,000 | 113 |
| YTD Gross Income corporate trust and agency | $58,000 | 68 |
| Investment management and investment advisory agency accounts income | $12,151,000 | 54 |
| Foundation and endowment and agency accounts income | $1,632,000 | 50 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $1,791,000 | 58 |
| YTD Gross income other trust accounts | $19,389,000 | 13 |
| Gross Fiduciary activities income | $45,169,000 | 53 |
| YTD fiduciary expense (Dec. only) | $33,266,000 | 54 |
| YTD fiduciary net loss (Dec. only) | $24,000 | 105 |
| YTD fiduciary intracompany income (Dec. only) | $996,000 | 43 |
| YTD net fiduciary income (Dec. only) | $12,875,000 | 56 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,057,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $861,000 | 85 |
| YTD Gross Income employee benefit defined benefit | $793,000 | 39 |
| YTD Gross Income from other retirement accounts | $1,076,000 | 111 |
| YTD Gross Income corporate trust and agency | $36,000 | 66 |
| Investment management and investment advisory agency accounts income | $9,234,000 | 54 |
| Foundation and endowment and agency accounts income | $1,212,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,412,000 | 56 |
| YTD Gross income other trust accounts | $14,082,000 | 12 |
| Gross Fiduciary activities income | $33,763,000 | 53 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,197,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $601,000 | 83 |
| YTD Gross Income employee benefit defined benefit | $566,000 | 37 |
| YTD Gross Income from other retirement accounts | $726,000 | 111 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $6,229,000 | 53 |
| Foundation and endowment and agency accounts income | $767,000 | 51 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $900,000 | 58 |
| YTD Gross income other trust accounts | $9,241,000 | 13 |
| Gross Fiduciary activities income | $22,227,000 | 52 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,611,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $308,000 | 84 |
| YTD Gross Income employee benefit defined benefit | $347,000 | 33 |
| YTD Gross Income from other retirement accounts | $374,000 | 109 |
| YTD Gross Income corporate trust and agency | $0 | 109 |
| Investment management and investment advisory agency accounts income | $3,153,000 | 52 |
| Foundation and endowment and agency accounts income | $402,000 | 53 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $507,000 | 58 |
| YTD Gross income other trust accounts | $4,324,000 | 13 |
| Gross Fiduciary activities income | $11,026,000 | 54 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,535,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,216,000 | 82 |
| YTD Gross Income employee benefit defined benefit | $854,000 | 47 |
| YTD Gross Income from other retirement accounts | $1,548,000 | 100 |
| YTD Gross Income corporate trust and agency | $0 | 143 |
| Investment management and investment advisory agency accounts income | $12,094,000 | 52 |
| Foundation and endowment and agency accounts income | $1,624,000 | 50 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $1,351,000 | 63 |
| YTD Gross income other trust accounts | $17,544,000 | 13 |
| Gross Fiduciary activities income | $42,766,000 | 55 |
| YTD fiduciary expense (Dec. only) | $33,109,000 | 54 |
| YTD fiduciary net loss (Dec. only) | $142,000 | 46 |
| YTD fiduciary intracompany income (Dec. only) | $789,000 | 47 |
| YTD net fiduciary income (Dec. only) | $10,304,000 | 59 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,904,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $916,000 | 82 |
| YTD Gross Income employee benefit defined benefit | $810,000 | 41 |
| YTD Gross Income from other retirement accounts | $1,056,000 | 108 |
| YTD Gross Income corporate trust and agency | $0 | 117 |
| Investment management and investment advisory agency accounts income | $9,189,000 | 49 |
| Foundation and endowment and agency accounts income | $1,096,000 | 53 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,127,000 | 61 |
| YTD Gross income other trust accounts | $12,692,000 | 13 |
| Gross Fiduciary activities income | $31,790,000 | 56 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,281,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $624,000 | 81 |
| YTD Gross Income employee benefit defined benefit | $542,000 | 42 |
| YTD Gross Income from other retirement accounts | $688,000 | 108 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $6,121,000 | 48 |
| Foundation and endowment and agency accounts income | $704,000 | 53 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $786,000 | 61 |
| YTD Gross income other trust accounts | $8,361,000 | 13 |
| Gross Fiduciary activities income | $21,107,000 | 55 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,509,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $344,000 | 77 |
| YTD Gross Income employee benefit defined benefit | $265,000 | 40 |
| YTD Gross Income from other retirement accounts | $334,000 | 109 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $2,992,000 | 50 |
| Foundation and endowment and agency accounts income | $350,000 | 53 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $430,000 | 59 |
| YTD Gross income other trust accounts | $4,102,000 | 13 |
| Gross Fiduciary activities income | $10,326,000 | 55 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,454,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $903,000 | 103 |
| YTD Gross Income employee benefit defined benefit | $544,000 | 62 |
| YTD Gross Income from other retirement accounts | $903,000 | 144 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $9,433,000 | 62 |
| Foundation and endowment and agency accounts income | $1,879,000 | 47 |
| YTD Gross income other trust and agency accounts | $0 | 139 |
| YTD Gross income custody and safekeeping agency accounts | $1,762,000 | 60 |
| YTD Gross income other trust accounts | $11,000 | 203 |
| Gross Fiduciary activities income | $21,889,000 | 84 |
| YTD fiduciary expense (Dec. only) | $21,784,000 | 67 |
| YTD fiduciary net loss (Dec. only) | $64,000 | 72 |
| YTD fiduciary intracompany income (Dec. only) | $1,112,000 | 41 |
| YTD net fiduciary income (Dec. only) | $1,153,000 | 243 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,982,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $668,000 | 103 |
| YTD Gross Income employee benefit defined benefit | $419,000 | 60 |
| YTD Gross Income from other retirement accounts | $665,000 | 146 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $7,170,000 | 60 |
| Foundation and endowment and agency accounts income | $1,378,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,320,000 | 60 |
| YTD Gross income other trust accounts | $10,000 | 171 |
| Gross Fiduciary activities income | $16,612,000 | 83 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,457,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $471,000 | 102 |
| YTD Gross Income employee benefit defined benefit | $283,000 | 62 |
| YTD Gross Income from other retirement accounts | $434,000 | 147 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $4,790,000 | 60 |
| Foundation and endowment and agency accounts income | $901,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $938,000 | 61 |
| YTD Gross income other trust accounts | $5,000 | 176 |
| Gross Fiduciary activities income | $11,279,000 | 83 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,619,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $246,000 | 93 |
| YTD Gross Income employee benefit defined benefit | $143,000 | 62 |
| YTD Gross Income from other retirement accounts | $214,000 | 145 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $2,397,000 | 61 |
| Foundation and endowment and agency accounts income | $430,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $555,000 | 55 |
| YTD Gross income other trust accounts | $5,000 | 148 |
| Gross Fiduciary activities income | $5,609,000 | 84 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,920,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $873,000 | 103 |
| YTD Gross Income employee benefit defined benefit | $588,000 | 56 |
| YTD Gross Income from other retirement accounts | $844,000 | 142 |
| YTD Gross Income corporate trust and agency | $0 | 195 |
| Investment management and investment advisory agency accounts income | $8,729,000 | 62 |
| Foundation and endowment and agency accounts income | $1,721,000 | 46 |
| YTD Gross income other trust and agency accounts | $0 | 159 |
| YTD Gross income custody and safekeeping agency accounts | $1,701,000 | 60 |
| YTD Gross income other trust accounts | $0 | 290 |
| Gross Fiduciary activities income | $21,375,000 | 83 |
| YTD fiduciary expense (Dec. only) | $22,259,000 | 65 |
| YTD fiduciary net loss (Dec. only) | $207,000 | 37 |
| YTD fiduciary intracompany income (Dec. only) | $3,019,000 | 29 |
| YTD net fiduciary income (Dec. only) | $1,928,000 | 171 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,279,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $658,000 | 99 |
| YTD Gross Income employee benefit defined benefit | $444,000 | 58 |
| YTD Gross Income from other retirement accounts | $647,000 | 138 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $6,582,000 | 61 |
| Foundation and endowment and agency accounts income | $1,372,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,259,000 | 60 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $16,241,000 | 80 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,697,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $398,000 | 109 |
| YTD Gross Income employee benefit defined benefit | $288,000 | 57 |
| YTD Gross Income from other retirement accounts | $423,000 | 138 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $4,547,000 | 54 |
| Foundation and endowment and agency accounts income | $991,000 | 45 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $844,000 | 61 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $11,188,000 | 80 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,678,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $207,000 | 104 |
| YTD Gross Income employee benefit defined benefit | $146,000 | 58 |
| YTD Gross Income from other retirement accounts | $217,000 | 132 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $2,511,000 | 50 |
| Foundation and endowment and agency accounts income | $488,000 | 45 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $432,000 | 61 |
| YTD Gross income other trust accounts | $0 | 186 |
| Gross Fiduciary activities income | $5,679,000 | 77 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $7,213,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $856,000 | 98 |
| YTD Gross Income employee benefit defined benefit | $519,000 | 61 |
| YTD Gross Income from other retirement accounts | $848,000 | 134 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $9,222,000 | 54 |
| Foundation and endowment and agency accounts income | $2,239,000 | 36 |
| YTD Gross income other trust and agency accounts | $0 | 162 |
| YTD Gross income custody and safekeeping agency accounts | $1,926,000 | 55 |
| YTD Gross income other trust accounts | $0 | 295 |
| Gross Fiduciary activities income | $22,823,000 | 71 |
| YTD fiduciary expense (Dec. only) | $21,573,000 | 64 |
| YTD fiduciary net loss (Dec. only) | $238,000 | 32 |
| YTD fiduciary intracompany income (Dec. only) | $8,087,000 | 17 |
| YTD net fiduciary income (Dec. only) | $9,099,000 | 58 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,594,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $650,000 | 94 |
| YTD Gross Income employee benefit defined benefit | $376,000 | 64 |
| YTD Gross Income from other retirement accounts | $644,000 | 120 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $6,815,000 | 54 |
| Foundation and endowment and agency accounts income | $1,704,000 | 36 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,450,000 | 57 |
| YTD Gross income other trust accounts | $0 | 216 |
| Gross Fiduciary activities income | $17,233,000 | 71 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,844,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $446,000 | 95 |
| YTD Gross Income employee benefit defined benefit | $234,000 | 67 |
| YTD Gross Income from other retirement accounts | $432,000 | 119 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $4,529,000 | 54 |
| Foundation and endowment and agency accounts income | $1,144,000 | 36 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $998,000 | 55 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $11,627,000 | 71 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,760,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $217,000 | 99 |
| YTD Gross Income employee benefit defined benefit | $119,000 | 68 |
| YTD Gross Income from other retirement accounts | $215,000 | 116 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $2,152,000 | 56 |
| Foundation and endowment and agency accounts income | $589,000 | 33 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $526,000 | 51 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $5,578,000 | 73 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,644,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $942,000 | 92 |
| YTD Gross Income employee benefit defined benefit | $418,000 | 73 |
| YTD Gross Income from other retirement accounts | $887,000 | 120 |
| YTD Gross Income corporate trust and agency | $3,000 | 162 |
| Investment management and investment advisory agency accounts income | $9,172,000 | 52 |
| Foundation and endowment and agency accounts income | $1,864,000 | 43 |
| YTD Gross income other trust and agency accounts | $0 | 179 |
| YTD Gross income custody and safekeeping agency accounts | $1,967,000 | 55 |
| YTD Gross income other trust accounts | $35,000 | 176 |
| Gross Fiduciary activities income | $21,932,000 | 74 |
| YTD fiduciary expense (Dec. only) | $19,074,000 | 67 |
| YTD fiduciary net loss (Dec. only) | $6,000 | 131 |
| YTD fiduciary intracompany income (Dec. only) | $2,349,000 | 27 |
| YTD net fiduciary income (Dec. only) | $5,201,000 | 83 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,857,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $706,000 | 95 |
| YTD Gross Income employee benefit defined benefit | $325,000 | 73 |
| YTD Gross Income from other retirement accounts | $665,000 | 117 |
| YTD Gross Income corporate trust and agency | $3,000 | 118 |
| Investment management and investment advisory agency accounts income | $6,882,000 | 50 |
| Foundation and endowment and agency accounts income | $1,436,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,383,000 | 57 |
| YTD Gross income other trust accounts | $7,000 | 183 |
| Gross Fiduciary activities income | $16,264,000 | 75 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,316,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $463,000 | 96 |
| YTD Gross Income employee benefit defined benefit | $205,000 | 77 |
| YTD Gross Income from other retirement accounts | $433,000 | 117 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $4,646,000 | 52 |
| Foundation and endowment and agency accounts income | $949,000 | 45 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $941,000 | 59 |
| YTD Gross income other trust accounts | $7,000 | 172 |
| Gross Fiduciary activities income | $10,960,000 | 75 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,514,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $230,000 | 97 |
| YTD Gross Income employee benefit defined benefit | $104,000 | 74 |
| YTD Gross Income from other retirement accounts | $221,000 | 115 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $2,338,000 | 52 |
| Foundation and endowment and agency accounts income | $476,000 | 43 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $480,000 | 59 |
| YTD Gross income other trust accounts | $182,000 | 51 |
| Gross Fiduciary activities income | $5,545,000 | 72 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,660,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,062,000 | 84 |
| YTD Gross Income employee benefit defined benefit | $577,000 | 63 |
| YTD Gross Income from other retirement accounts | $860,000 | 116 |
| YTD Gross Income corporate trust and agency | $0 | 208 |
| Investment management and investment advisory agency accounts income | $8,989,000 | 50 |
| Foundation and endowment and agency accounts income | $2,035,000 | 35 |
| YTD Gross income other trust and agency accounts | $0 | 174 |
| YTD Gross income custody and safekeeping agency accounts | $2,257,000 | 52 |
| YTD Gross income other trust accounts | $53,000 | 159 |
| Gross Fiduciary activities income | $22,493,000 | 72 |
| YTD fiduciary expense (Dec. only) | $26,501,000 | 58 |
| YTD fiduciary net loss (Dec. only) | $157,000 | 36 |
| YTD fiduciary intracompany income (Dec. only) | $5,345,000 | 20 |
| YTD net fiduciary income (Dec. only) | $1,180,000 | 210 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,083,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $828,000 | 79 |
| YTD Gross Income employee benefit defined benefit | $438,000 | 61 |
| YTD Gross Income from other retirement accounts | $647,000 | 110 |
| YTD Gross Income corporate trust and agency | $0 | 146 |
| Investment management and investment advisory agency accounts income | $6,646,000 | 51 |
| Foundation and endowment and agency accounts income | $1,535,000 | 34 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,664,000 | 52 |
| YTD Gross income other trust accounts | $49,000 | 141 |
| Gross Fiduciary activities income | $16,890,000 | 72 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,508,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $643,000 | 74 |
| YTD Gross Income employee benefit defined benefit | $295,000 | 61 |
| YTD Gross Income from other retirement accounts | $433,000 | 107 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $4,456,000 | 51 |
| Foundation and endowment and agency accounts income | $1,025,000 | 35 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,182,000 | 52 |
| YTD Gross income other trust accounts | $45,000 | 121 |
| Gross Fiduciary activities income | $11,587,000 | 71 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,603,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $330,000 | 74 |
| YTD Gross Income employee benefit defined benefit | $144,000 | 64 |
| YTD Gross Income from other retirement accounts | $219,000 | 107 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $2,310,000 | 49 |
| Foundation and endowment and agency accounts income | $505,000 | 36 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $614,000 | 53 |
| YTD Gross income other trust accounts | $45,000 | 92 |
| Gross Fiduciary activities income | $5,770,000 | 72 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,539,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,216,000 | 73 |
| YTD Gross Income employee benefit defined benefit | $551,000 | 63 |
| YTD Gross Income from other retirement accounts | $820,000 | 109 |
| YTD Gross Income corporate trust and agency | $0 | 201 |
| Investment management and investment advisory agency accounts income | $8,801,000 | 48 |
| Foundation and endowment and agency accounts income | $1,995,000 | 34 |
| YTD Gross income other trust and agency accounts | $0 | 172 |
| YTD Gross income custody and safekeeping agency accounts | $2,112,000 | 52 |
| YTD Gross income other trust accounts | $487,000 | 69 |
| Gross Fiduciary activities income | $22,521,000 | 70 |
| YTD fiduciary expense (Dec. only) | $18,669,000 | 68 |
| YTD fiduciary net loss (Dec. only) | $144,000 | 40 |
| YTD fiduciary intracompany income (Dec. only) | $6,788,000 | 20 |
| YTD net fiduciary income (Dec. only) | $10,496,000 | 46 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,898,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $975,000 | 70 |
| YTD Gross Income employee benefit defined benefit | $527,000 | 53 |
| YTD Gross Income from other retirement accounts | $623,000 | 103 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $6,647,000 | 43 |
| Foundation and endowment and agency accounts income | $1,479,000 | 32 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,167,000 | 55 |
| YTD Gross income other trust accounts | $487,000 | 54 |
| Gross Fiduciary activities income | $16,803,000 | 70 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,270,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $611,000 | 74 |
| YTD Gross Income employee benefit defined benefit | $352,000 | 55 |
| YTD Gross Income from other retirement accounts | $421,000 | 104 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $4,445,000 | 42 |
| Foundation and endowment and agency accounts income | $980,000 | 33 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $854,000 | 55 |
| YTD Gross income other trust accounts | $477,000 | 50 |
| Gross Fiduciary activities income | $11,410,000 | 70 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,612,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $294,000 | 76 |
| YTD Gross Income employee benefit defined benefit | $173,000 | 51 |
| YTD Gross Income from other retirement accounts | $220,000 | 98 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $2,240,000 | 42 |
| Foundation and endowment and agency accounts income | $485,000 | 35 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $583,000 | 51 |
| YTD Gross income other trust accounts | $102,000 | 66 |
| Gross Fiduciary activities income | $5,709,000 | 70 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,649,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,160,000 | 76 |
| YTD Gross Income employee benefit defined benefit | $745,000 | 55 |
| YTD Gross Income from other retirement accounts | $861,000 | 97 |
| YTD Gross Income corporate trust and agency | $0 | 213 |
| Investment management and investment advisory agency accounts income | $8,992,000 | 41 |
| Foundation and endowment and agency accounts income | $2,018,000 | 30 |
| YTD Gross income other trust and agency accounts | $0 | 169 |
| YTD Gross income custody and safekeeping agency accounts | $2,114,000 | 51 |
| YTD Gross income other trust accounts | $625,000 | 56 |
| Gross Fiduciary activities income | $23,164,000 | 66 |
| YTD fiduciary expense (Dec. only) | $19,255,000 | 63 |
| YTD fiduciary net loss (Dec. only) | $17,000 | 107 |
| YTD fiduciary intracompany income (Dec. only) | $13,253,000 | 13 |
| YTD net fiduciary income (Dec. only) | $17,145,000 | 31 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,054,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $826,000 | 78 |
| YTD Gross Income employee benefit defined benefit | $588,000 | 53 |
| YTD Gross Income from other retirement accounts | $649,000 | 94 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $6,750,000 | 39 |
| Foundation and endowment and agency accounts income | $1,526,000 | 29 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,518,000 | 51 |
| YTD Gross income other trust accounts | $594,000 | 42 |
| Gross Fiduciary activities income | $17,505,000 | 65 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,405,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $550,000 | 78 |
| YTD Gross Income employee benefit defined benefit | $409,000 | 49 |
| YTD Gross Income from other retirement accounts | $441,000 | 93 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $4,517,000 | 39 |
| Foundation and endowment and agency accounts income | $1,018,000 | 28 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $965,000 | 52 |
| YTD Gross income other trust accounts | $570,000 | 39 |
| Gross Fiduciary activities income | $11,875,000 | 64 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,719,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $313,000 | 74 |
| YTD Gross Income employee benefit defined benefit | $215,000 | 50 |
| YTD Gross Income from other retirement accounts | $230,000 | 87 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $2,274,000 | 39 |
| Foundation and endowment and agency accounts income | $508,000 | 28 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $448,000 | 54 |
| YTD Gross income other trust accounts | $107,000 | 61 |
| Gross Fiduciary activities income | $5,814,000 | 65 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,958,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,144,000 | 80 |
| YTD Gross Income employee benefit defined benefit | $813,000 | 48 |
| YTD Gross Income from other retirement accounts | $926,000 | 80 |
| YTD Gross Income corporate trust and agency | $0 | 228 |
| Investment management and investment advisory agency accounts income | $9,216,000 | 36 |
| Foundation and endowment and agency accounts income | $2,032,000 | 25 |
| YTD Gross income other trust and agency accounts | $0 | 167 |
| YTD Gross income custody and safekeeping agency accounts | $2,292,000 | 51 |
| YTD Gross income other trust accounts | $631,000 | 56 |
| Gross Fiduciary activities income | $24,012,000 | 53 |
| YTD fiduciary expense (Dec. only) | $19,855,000 | 63 |
| YTD fiduciary net loss (Dec. only) | $46,000 | 84 |
| YTD fiduciary intracompany income (Dec. only) | $10,047,000 | 14 |
| YTD net fiduciary income (Dec. only) | $14,158,000 | 35 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,246,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $855,000 | 81 |
| YTD Gross Income employee benefit defined benefit | $638,000 | 50 |
| YTD Gross Income from other retirement accounts | $714,000 | 79 |
| YTD Gross Income corporate trust and agency | $0 | 157 |
| Investment management and investment advisory agency accounts income | $7,008,000 | 38 |
| Foundation and endowment and agency accounts income | $1,540,000 | 28 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,381,000 | 54 |
| YTD Gross income other trust accounts | $855,000 | 47 |
| Gross Fiduciary activities income | $18,237,000 | 55 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,516,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $580,000 | 80 |
| YTD Gross Income employee benefit defined benefit | $483,000 | 51 |
| YTD Gross Income from other retirement accounts | $505,000 | 77 |
| YTD Gross Income corporate trust and agency | $0 | 154 |
| Investment management and investment advisory agency accounts income | $4,788,000 | 39 |
| Foundation and endowment and agency accounts income | $1,047,000 | 27 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $929,000 | 56 |
| YTD Gross income other trust accounts | $702,000 | 43 |
| Gross Fiduciary activities income | $12,550,000 | 55 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,739,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $306,000 | 79 |
| YTD Gross Income employee benefit defined benefit | $267,000 | 50 |
| YTD Gross Income from other retirement accounts | $245,000 | 79 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $2,381,000 | 41 |
| Foundation and endowment and agency accounts income | $509,000 | 28 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $428,000 | 56 |
| YTD Gross income other trust accounts | $168,000 | 50 |
| Gross Fiduciary activities income | $6,043,000 | 54 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $6,784,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,875,000 | 58 |
| YTD Gross Income employee benefit defined benefit | $707,000 | 55 |
| YTD Gross Income from other retirement accounts | $954,000 | 74 |
| YTD Gross Income corporate trust and agency | $0 | 246 |
| Investment management and investment advisory agency accounts income | $8,586,000 | 40 |
| Foundation and endowment and agency accounts income | $1,831,000 | 29 |
| YTD Gross income other trust and agency accounts | $0 | 170 |
| YTD Gross income custody and safekeeping agency accounts | $2,058,000 | 50 |
| YTD Gross income other trust accounts | $1,094,000 | 45 |
| Gross Fiduciary activities income | $23,889,000 | 54 |
| YTD fiduciary expense (Dec. only) | $17,123,000 | 68 |
| YTD fiduciary net loss (Dec. only) | $74,000 | 62 |
| YTD fiduciary intracompany income (Dec. only) | $18,190,000 | 9 |
| YTD net fiduciary income (Dec. only) | $24,882,000 | 22 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,072,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,449,000 | 57 |
| YTD Gross Income employee benefit defined benefit | $523,000 | 54 |
| YTD Gross Income from other retirement accounts | $716,000 | 74 |
| YTD Gross Income corporate trust and agency | $0 | 164 |
| Investment management and investment advisory agency accounts income | $6,287,000 | 41 |
| Foundation and endowment and agency accounts income | $1,336,000 | 28 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,419,000 | 53 |
| YTD Gross income other trust accounts | $918,000 | 42 |
| Gross Fiduciary activities income | $17,720,000 | 54 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,327,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,093,000 | 51 |
| YTD Gross Income employee benefit defined benefit | $329,000 | 56 |
| YTD Gross Income from other retirement accounts | $486,000 | 74 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $4,180,000 | 42 |
| Foundation and endowment and agency accounts income | $855,000 | 29 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $734,000 | 62 |
| YTD Gross income other trust accounts | $701,000 | 41 |
| Gross Fiduciary activities income | $11,705,000 | 53 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,680,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $600,000 | 47 |
| YTD Gross Income employee benefit defined benefit | $167,000 | 55 |
| YTD Gross Income from other retirement accounts | $269,000 | 66 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $2,059,000 | 41 |
| Foundation and endowment and agency accounts income | $439,000 | 28 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $294,000 | 64 |
| YTD Gross income other trust accounts | $157,000 | 54 |
| Gross Fiduciary activities income | $5,665,000 | 52 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $7,338,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,691,000 | 60 |
| YTD Gross Income employee benefit defined benefit | $419,000 | 67 |
| YTD Gross Income from other retirement accounts | $834,000 | 76 |
| YTD Gross Income corporate trust and agency | $0 | 248 |
| Investment management and investment advisory agency accounts income | $7,784,000 | 44 |
| Foundation and endowment and agency accounts income | $1,638,000 | 26 |
| YTD Gross income other trust and agency accounts | $0 | 173 |
| YTD Gross income custody and safekeeping agency accounts | $2,817,000 | 47 |
| YTD Gross income other trust accounts | $1,024,000 | 50 |
| Gross Fiduciary activities income | $23,545,000 | 52 |
| YTD fiduciary expense (Dec. only) | $17,383,000 | 66 |
| YTD fiduciary net loss (Dec. only) | $49,000 | 75 |
| YTD fiduciary intracompany income (Dec. only) | $17,362,000 | 9 |
| YTD net fiduciary income (Dec. only) | $23,475,000 | 26 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,834,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,247,000 | 59 |
| YTD Gross Income employee benefit defined benefit | $307,000 | 64 |
| YTD Gross Income from other retirement accounts | $613,000 | 81 |
| 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 | $2,196,000 | 48 |
| YTD Gross income other trust accounts | $912,000 | 47 |
| Gross Fiduciary activities income | $17,753,000 | 53 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,856,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $797,000 | 62 |
| YTD Gross Income employee benefit defined benefit | $194,000 | 66 |
| YTD Gross Income from other retirement accounts | $392,000 | 83 |
| 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 | $1,565,000 | 47 |
| YTD Gross income other trust accounts | $760,000 | 45 |
| Gross Fiduciary activities income | $11,900,000 | 54 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,958,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $413,000 | 60 |
| YTD Gross Income employee benefit defined benefit | $89,000 | 67 |
| YTD Gross Income from other retirement accounts | $184,000 | 86 |
| 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 | $835,000 | 47 |
| YTD Gross income other trust accounts | $199,000 | 56 |
| Gross Fiduciary activities income | $5,803,000 | 55 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 187 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $25,855,000 | 54 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $19,833,000 | 56 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| 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 | $13,332,000 | 58 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $6,444,000 | 60 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $26,689,000 | 58 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $19,920,000 | 57 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $550,000 | 399 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| 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 | $174,000 | 522 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| 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 | $94,000 | 940 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| 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 | $55,000 | 974 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| 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 | $36,000 | 998 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| 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 | $21,000 | 981 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| 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 | $0 | 1,557 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,504 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $0 | 1,480 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |