Home > Edward Jones Trust Company > Gross Fiduciary and Related Services Income
Edward Jones Trust Company, 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 | $33,844,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 319 |
| YTD Gross Income employee benefit defined benefit | $0 | 242 |
| YTD Gross Income from other retirement accounts | $4,128,000 | 59 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | $12,694,000 | 103 |
| Foundation and endowment and agency accounts income | $2,024,000 | 55 |
| YTD Gross income other trust and agency accounts | $0 | 113 |
| YTD Gross income custody and safekeeping agency accounts | $2,040,000 | 57 |
| YTD Gross income other trust accounts | $1,472,000 | 44 |
| Gross Fiduciary activities income | $56,202,000 | 61 |
| YTD fiduciary expense (Dec. only) | $52,474,000 | 50 |
| YTD fiduciary net loss (Dec. only) | $442,000 | 51 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 125 |
| YTD net fiduciary income (Dec. only) | $3,286,000 | 159 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $24,993,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 262 |
| YTD Gross Income employee benefit defined benefit | $0 | 212 |
| YTD Gross Income from other retirement accounts | $3,060,000 | 58 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $9,559,000 | 107 |
| Foundation and endowment and agency accounts income | $1,533,000 | 57 |
| YTD Gross income other trust and agency accounts | $0 | 90 |
| YTD Gross income custody and safekeeping agency accounts | $1,521,000 | 57 |
| YTD Gross income other trust accounts | $1,416,000 | 43 |
| Gross Fiduciary activities income | $42,082,000 | 63 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $16,789,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 306 |
| YTD Gross Income employee benefit defined benefit | $0 | 231 |
| YTD Gross Income from other retirement accounts | $2,027,000 | 58 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $6,312,000 | 104 |
| Foundation and endowment and agency accounts income | $1,018,000 | 54 |
| YTD Gross income other trust and agency accounts | $0 | 100 |
| YTD Gross income custody and safekeeping agency accounts | $1,008,000 | 56 |
| YTD Gross income other trust accounts | $1,359,000 | 37 |
| Gross Fiduciary activities income | $28,513,000 | 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 |
| 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 | $8,550,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 262 |
| YTD Gross Income employee benefit defined benefit | $0 | 169 |
| YTD Gross Income from other retirement accounts | $995,000 | 63 |
| YTD Gross Income corporate trust and agency | $0 | 97 |
| Investment management and investment advisory agency accounts income | $3,147,000 | 64 |
| Foundation and endowment and agency accounts income | $499,000 | 59 |
| YTD Gross income other trust and agency accounts | $0 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $501,000 | 65 |
| YTD Gross income other trust accounts | $884,000 | 32 |
| Gross Fiduciary activities income | $14,576,000 | 63 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $33,043,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 334 |
| YTD Gross Income employee benefit defined benefit | $0 | 201 |
| YTD Gross Income from other retirement accounts | $3,924,000 | 61 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $12,717,000 | 62 |
| Foundation and endowment and agency accounts income | $2,015,000 | 56 |
| YTD Gross income other trust and agency accounts | $0 | 118 |
| YTD Gross income custody and safekeeping agency accounts | $1,941,000 | 67 |
| YTD Gross income other trust accounts | $1,521,000 | 45 |
| Gross Fiduciary activities income | $55,161,000 | 63 |
| YTD fiduciary expense (Dec. only) | $46,547,000 | 56 |
| YTD fiduciary net loss (Dec. only) | $211,000 | 42 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 137 |
| YTD net fiduciary income (Dec. only) | $8,403,000 | 105 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $24,558,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 284 |
| YTD Gross Income employee benefit defined benefit | $0 | 181 |
| YTD Gross Income from other retirement accounts | $2,985,000 | 61 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $9,647,000 | 63 |
| Foundation and endowment and agency accounts income | $1,530,000 | 59 |
| YTD Gross income other trust and agency accounts | $0 | 93 |
| YTD Gross income custody and safekeeping agency accounts | $1,446,000 | 67 |
| YTD Gross income other trust accounts | $1,475,000 | 43 |
| Gross Fiduciary activities income | $41,641,000 | 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 | NA | NA |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $16,616,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $0 | 181 |
| YTD Gross Income from other retirement accounts | $2,036,000 | 58 |
| YTD Gross Income corporate trust and agency | $0 | 129 |
| Investment management and investment advisory agency accounts income | $6,601,000 | 52 |
| Foundation and endowment and agency accounts income | $1,041,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $957,000 | 59 |
| YTD Gross income other trust accounts | $1,376,000 | 31 |
| Gross Fiduciary activities income | $28,627,000 | 51 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,389,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 264 |
| YTD Gross Income employee benefit defined benefit | $0 | 165 |
| YTD Gross Income from other retirement accounts | $1,047,000 | 56 |
| YTD Gross Income corporate trust and agency | $0 | 100 |
| Investment management and investment advisory agency accounts income | $3,426,000 | 52 |
| Foundation and endowment and agency accounts income | $539,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $474,000 | 61 |
| YTD Gross income other trust accounts | $848,000 | 30 |
| Gross Fiduciary activities income | $14,723,000 | 50 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $33,027,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 316 |
| YTD Gross Income employee benefit defined benefit | $0 | 196 |
| YTD Gross Income from other retirement accounts | $4,052,000 | 60 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $14,356,000 | 52 |
| Foundation and endowment and agency accounts income | $2,218,000 | 46 |
| YTD Gross income other trust and agency accounts | $0 | 101 |
| YTD Gross income custody and safekeeping agency accounts | $1,791,000 | 56 |
| YTD Gross income other trust accounts | $1,400,000 | 40 |
| Gross Fiduciary activities income | $56,844,000 | 50 |
| YTD fiduciary expense (Dec. only) | $47,475,000 | 45 |
| YTD fiduciary net loss (Dec. only) | $369,000 | 27 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
| YTD net fiduciary income (Dec. only) | $9,000,000 | 89 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $24,490,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 266 |
| YTD Gross Income employee benefit defined benefit | $0 | 173 |
| YTD Gross Income from other retirement accounts | $2,981,000 | 61 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $10,808,000 | 51 |
| Foundation and endowment and agency accounts income | $1,653,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,329,000 | 55 |
| YTD Gross income other trust accounts | $1,361,000 | 36 |
| Gross Fiduciary activities income | $42,622,000 | 50 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $16,119,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 307 |
| YTD Gross Income employee benefit defined benefit | $0 | 192 |
| YTD Gross Income from other retirement accounts | $1,939,000 | 60 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $7,232,000 | 50 |
| Foundation and endowment and agency accounts income | $1,081,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $876,000 | 57 |
| YTD Gross income other trust accounts | $1,297,000 | 35 |
| Gross Fiduciary activities income | $28,544,000 | 50 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,087,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 263 |
| YTD Gross Income employee benefit defined benefit | $0 | 169 |
| YTD Gross Income from other retirement accounts | $930,000 | 62 |
| YTD Gross Income corporate trust and agency | $0 | 108 |
| Investment management and investment advisory agency accounts income | $3,510,000 | 50 |
| Foundation and endowment and agency accounts income | $520,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $432,000 | 58 |
| YTD Gross income other trust accounts | $843,000 | 34 |
| Gross Fiduciary activities income | $14,322,000 | 51 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $30,271,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 207 |
| YTD Gross Income from other retirement accounts | $3,449,000 | 61 |
| YTD Gross Income corporate trust and agency | $0 | 151 |
| Investment management and investment advisory agency accounts income | $12,811,000 | 53 |
| Foundation and endowment and agency accounts income | $1,853,000 | 47 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $1,647,000 | 59 |
| YTD Gross income other trust accounts | $1,432,000 | 42 |
| Gross Fiduciary activities income | $51,463,000 | 49 |
| YTD fiduciary expense (Dec. only) | $43,444,000 | 47 |
| YTD fiduciary net loss (Dec. only) | $521,000 | 25 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
| YTD net fiduciary income (Dec. only) | $7,498,000 | 79 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $22,422,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 271 |
| YTD Gross Income employee benefit defined benefit | $0 | 181 |
| YTD Gross Income from other retirement accounts | $2,533,000 | 61 |
| YTD Gross Income corporate trust and agency | $0 | 122 |
| Investment management and investment advisory agency accounts income | $9,461,000 | 53 |
| Foundation and endowment and agency accounts income | $1,367,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,224,000 | 58 |
| YTD Gross income other trust accounts | $1,404,000 | 38 |
| Gross Fiduciary activities income | $38,411,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $14,686,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $0 | 201 |
| YTD Gross Income from other retirement accounts | $1,651,000 | 60 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $6,201,000 | 54 |
| Foundation and endowment and agency accounts income | $898,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $807,000 | 61 |
| YTD Gross income other trust accounts | $1,340,000 | 33 |
| Gross Fiduciary activities income | $25,583,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $7,138,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 267 |
| YTD Gross Income employee benefit defined benefit | $0 | 176 |
| YTD Gross Income from other retirement accounts | $818,000 | 60 |
| YTD Gross Income corporate trust and agency | $0 | 109 |
| Investment management and investment advisory agency accounts income | $3,127,000 | 53 |
| Foundation and endowment and agency accounts income | $450,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $399,000 | 63 |
| YTD Gross income other trust accounts | $874,000 | 28 |
| Gross Fiduciary activities income | $12,806,000 | 50 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $29,859,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 314 |
| YTD Gross Income employee benefit defined benefit | $0 | 203 |
| YTD Gross Income from other retirement accounts | $3,281,000 | 60 |
| YTD Gross Income corporate trust and agency | $0 | 143 |
| Investment management and investment advisory agency accounts income | $12,733,000 | 48 |
| Foundation and endowment and agency accounts income | $1,759,000 | 46 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $1,521,000 | 61 |
| YTD Gross income other trust accounts | $1,364,000 | 44 |
| Gross Fiduciary activities income | $50,517,000 | 48 |
| YTD fiduciary expense (Dec. only) | $42,086,000 | 47 |
| YTD fiduciary net loss (Dec. only) | $324,000 | 29 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 131 |
| YTD net fiduciary income (Dec. only) | $8,107,000 | 68 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $20,150,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 281 |
| YTD Gross Income employee benefit defined benefit | $0 | 184 |
| YTD Gross Income from other retirement accounts | $2,435,000 | 61 |
| YTD Gross Income corporate trust and agency | $0 | 117 |
| Investment management and investment advisory agency accounts income | $9,481,000 | 48 |
| Foundation and endowment and agency accounts income | $1,297,000 | 45 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,131,000 | 60 |
| YTD Gross income other trust accounts | $1,319,000 | 38 |
| Gross Fiduciary activities income | $35,813,000 | 50 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $13,507,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 310 |
| YTD Gross Income employee benefit defined benefit | $0 | 198 |
| YTD Gross Income from other retirement accounts | $1,613,000 | 60 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $6,279,000 | 47 |
| Foundation and endowment and agency accounts income | $851,000 | 46 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $747,000 | 62 |
| YTD Gross income other trust accounts | $1,265,000 | 33 |
| Gross Fiduciary activities income | $24,262,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $6,927,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 306 |
| YTD Gross Income employee benefit defined benefit | $0 | 193 |
| YTD Gross Income from other retirement accounts | $803,000 | 60 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $3,108,000 | 48 |
| Foundation and endowment and agency accounts income | $415,000 | 48 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $369,000 | 60 |
| YTD Gross income other trust accounts | $824,000 | 32 |
| Gross Fiduciary activities income | $12,446,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $26,275,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 365 |
| YTD Gross Income employee benefit defined benefit | $0 | 225 |
| YTD Gross Income from other retirement accounts | $3,365,000 | 54 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $12,682,000 | 47 |
| Foundation and endowment and agency accounts income | $1,671,000 | 50 |
| YTD Gross income other trust and agency accounts | $0 | 139 |
| YTD Gross income custody and safekeeping agency accounts | $1,386,000 | 62 |
| YTD Gross income other trust accounts | $1,327,000 | 40 |
| Gross Fiduciary activities income | $46,706,000 | 52 |
| YTD fiduciary expense (Dec. only) | $39,310,000 | 49 |
| YTD fiduciary net loss (Dec. only) | $145,000 | 48 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
| YTD net fiduciary income (Dec. only) | $7,251,000 | 80 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $19,754,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 207 |
| YTD Gross Income from other retirement accounts | $2,568,000 | 52 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $9,640,000 | 46 |
| Foundation and endowment and agency accounts income | $1,269,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,023,000 | 62 |
| YTD Gross income other trust accounts | $1,397,000 | 34 |
| Gross Fiduciary activities income | $35,651,000 | 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 | NA | NA |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $13,131,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 323 |
| YTD Gross Income employee benefit defined benefit | $0 | 206 |
| YTD Gross Income from other retirement accounts | $1,729,000 | 53 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $6,415,000 | 46 |
| Foundation and endowment and agency accounts income | $844,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $663,000 | 64 |
| YTD Gross income other trust accounts | $1,335,000 | 31 |
| Gross Fiduciary activities income | $24,117,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $6,602,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 202 |
| YTD Gross Income from other retirement accounts | $888,000 | 50 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $3,215,000 | 47 |
| Foundation and endowment and agency accounts income | $425,000 | 47 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $318,000 | 64 |
| YTD Gross income other trust accounts | $870,000 | 29 |
| Gross Fiduciary activities income | $12,318,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $26,169,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 404 |
| YTD Gross Income employee benefit defined benefit | $0 | 247 |
| YTD Gross Income from other retirement accounts | $3,580,000 | 46 |
| YTD Gross Income corporate trust and agency | $0 | 195 |
| Investment management and investment advisory agency accounts income | $12,397,000 | 45 |
| Foundation and endowment and agency accounts income | $1,573,000 | 49 |
| YTD Gross income other trust and agency accounts | $0 | 159 |
| YTD Gross income custody and safekeeping agency accounts | $3,957,000 | 46 |
| YTD Gross income other trust accounts | $1,370,000 | 40 |
| Gross Fiduciary activities income | $49,046,000 | 45 |
| YTD fiduciary expense (Dec. only) | $41,181,000 | 46 |
| YTD fiduciary net loss (Dec. only) | $132,000 | 44 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
| YTD net fiduciary income (Dec. only) | $7,733,000 | 71 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $19,440,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 324 |
| YTD Gross Income employee benefit defined benefit | $0 | 208 |
| YTD Gross Income from other retirement accounts | $2,697,000 | 46 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $9,216,000 | 44 |
| Foundation and endowment and agency accounts income | $1,158,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,755,000 | 46 |
| YTD Gross income other trust accounts | $1,292,000 | 33 |
| Gross Fiduciary activities income | $36,558,000 | 45 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $12,801,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 319 |
| YTD Gross Income employee benefit defined benefit | $0 | 204 |
| YTD Gross Income from other retirement accounts | $1,801,000 | 46 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $6,125,000 | 44 |
| Foundation and endowment and agency accounts income | $761,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,706,000 | 47 |
| YTD Gross income other trust accounts | $1,339,000 | 31 |
| Gross Fiduciary activities income | $24,533,000 | 44 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $6,322,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 316 |
| YTD Gross Income employee benefit defined benefit | $0 | 198 |
| YTD Gross Income from other retirement accounts | $890,000 | 47 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $3,043,000 | 43 |
| Foundation and endowment and agency accounts income | $368,000 | 50 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $806,000 | 48 |
| YTD Gross income other trust accounts | $871,000 | 27 |
| Gross Fiduciary activities income | $12,300,000 | 44 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $24,738,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 406 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 221 |
| YTD Gross Income from other retirement accounts | $3,436,000 | 44 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $11,796,000 | 43 |
| Foundation and endowment and agency accounts income | $1,407,000 | 51 |
| YTD Gross income other trust and agency accounts | $0 | 162 |
| YTD Gross income custody and safekeeping agency accounts | $2,050,000 | 53 |
| YTD Gross income other trust accounts | $1,285,000 | 38 |
| Gross Fiduciary activities income | $44,717,000 | 47 |
| YTD fiduciary expense (Dec. only) | $38,429,000 | 44 |
| YTD fiduciary net loss (Dec. only) | $209,000 | 35 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $6,079,000 | 74 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $18,376,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 325 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 191 |
| YTD Gross Income from other retirement accounts | $2,564,000 | 43 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $8,816,000 | 43 |
| Foundation and endowment and agency accounts income | $1,050,000 | 51 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,540,000 | 54 |
| YTD Gross income other trust accounts | $1,336,000 | 31 |
| Gross Fiduciary activities income | $33,687,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $12,125,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 325 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 185 |
| YTD Gross Income from other retirement accounts | $1,685,000 | 44 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $5,790,000 | 43 |
| Foundation and endowment and agency accounts income | $692,000 | 51 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,030,000 | 51 |
| YTD Gross income other trust accounts | $1,272,000 | 29 |
| Gross Fiduciary activities income | $22,599,000 | 48 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $5,916,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 319 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 165 |
| YTD Gross Income from other retirement accounts | $825,000 | 45 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $2,861,000 | 44 |
| Foundation and endowment and agency accounts income | $334,000 | 49 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $520,000 | 52 |
| YTD Gross income other trust accounts | $827,000 | 26 |
| Gross Fiduciary activities income | $11,288,000 | 47 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $24,431,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 424 |
| YTD Gross Income employee benefit defined benefit | $21,000 | 192 |
| YTD Gross Income from other retirement accounts | $3,283,000 | 47 |
| YTD Gross Income corporate trust and agency | $0 | 200 |
| Investment management and investment advisory agency accounts income | $11,546,000 | 42 |
| Foundation and endowment and agency accounts income | $972,000 | 62 |
| YTD Gross income other trust and agency accounts | $0 | 179 |
| YTD Gross income custody and safekeeping agency accounts | $2,188,000 | 50 |
| YTD Gross income other trust accounts | $1,325,000 | 34 |
| Gross Fiduciary activities income | $43,766,000 | 48 |
| YTD fiduciary expense (Dec. only) | $37,508,000 | 45 |
| YTD fiduciary net loss (Dec. only) | $280,000 | 30 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $5,978,000 | 73 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $18,472,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 327 |
| YTD Gross Income employee benefit defined benefit | $15,000 | 174 |
| YTD Gross Income from other retirement accounts | $2,455,000 | 46 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $8,683,000 | 41 |
| Foundation and endowment and agency accounts income | $621,000 | 65 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,597,000 | 52 |
| YTD Gross income other trust accounts | $1,294,000 | 30 |
| Gross Fiduciary activities income | $33,137,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $12,384,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 325 |
| YTD Gross Income employee benefit defined benefit | $10,000 | 176 |
| YTD Gross Income from other retirement accounts | $1,633,000 | 47 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $5,812,000 | 43 |
| Foundation and endowment and agency accounts income | $346,000 | 72 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,068,000 | 52 |
| YTD Gross income other trust accounts | $1,253,000 | 27 |
| Gross Fiduciary activities income | $22,506,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $6,252,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 172 |
| YTD Gross Income from other retirement accounts | $813,000 | 49 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $2,875,000 | 43 |
| Foundation and endowment and agency accounts income | $173,000 | 72 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $540,000 | 53 |
| YTD Gross income other trust accounts | $813,000 | 26 |
| Gross Fiduciary activities income | $11,471,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $23,780,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 427 |
| YTD Gross Income employee benefit defined benefit | $20,000 | 201 |
| YTD Gross Income from other retirement accounts | $3,190,000 | 44 |
| YTD Gross Income corporate trust and agency | $0 | 208 |
| Investment management and investment advisory agency accounts income | $11,033,000 | 42 |
| Foundation and endowment and agency accounts income | $676,000 | 73 |
| YTD Gross income other trust and agency accounts | $0 | 174 |
| YTD Gross income custody and safekeeping agency accounts | $1,914,000 | 58 |
| YTD Gross income other trust accounts | $1,281,000 | 39 |
| Gross Fiduciary activities income | $41,894,000 | 51 |
| YTD fiduciary expense (Dec. only) | $35,856,000 | 45 |
| YTD fiduciary net loss (Dec. only) | $108,000 | 44 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
| YTD net fiduciary income (Dec. only) | $5,930,000 | 75 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $17,736,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 326 |
| YTD Gross Income employee benefit defined benefit | $15,000 | 181 |
| YTD Gross Income from other retirement accounts | $2,387,000 | 42 |
| YTD Gross Income corporate trust and agency | $0 | 146 |
| Investment management and investment advisory agency accounts income | $8,149,000 | 43 |
| Foundation and endowment and agency accounts income | $509,000 | 67 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,439,000 | 55 |
| YTD Gross income other trust accounts | $1,236,000 | 36 |
| Gross Fiduciary activities income | $31,471,000 | 50 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $11,646,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 326 |
| YTD Gross Income employee benefit defined benefit | $10,000 | 176 |
| YTD Gross Income from other retirement accounts | $1,580,000 | 42 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $5,354,000 | 43 |
| Foundation and endowment and agency accounts income | $336,000 | 66 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $962,000 | 57 |
| YTD Gross income other trust accounts | $1,177,000 | 31 |
| Gross Fiduciary activities income | $21,065,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $5,700,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 328 |
| YTD Gross Income employee benefit defined benefit | $5,000 | 177 |
| YTD Gross Income from other retirement accounts | $767,000 | 44 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $2,601,000 | 44 |
| Foundation and endowment and agency accounts income | $167,000 | 63 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $487,000 | 56 |
| YTD Gross income other trust accounts | $762,000 | 28 |
| Gross Fiduciary activities income | $10,489,000 | 49 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $21,815,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 437 |
| YTD Gross Income employee benefit defined benefit | $23,000 | 194 |
| YTD Gross Income from other retirement accounts | $2,751,000 | 43 |
| YTD Gross Income corporate trust and agency | $0 | 201 |
| Investment management and investment advisory agency accounts income | $8,892,000 | 46 |
| Foundation and endowment and agency accounts income | $637,000 | 70 |
| YTD Gross income other trust and agency accounts | $0 | 172 |
| YTD Gross income custody and safekeeping agency accounts | $537,000 | 91 |
| YTD Gross income other trust accounts | $1,172,000 | 38 |
| Gross Fiduciary activities income | $35,827,000 | 53 |
| YTD fiduciary expense (Dec. only) | $30,882,000 | 50 |
| YTD fiduciary net loss (Dec. only) | $136,000 | 43 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
| YTD net fiduciary income (Dec. only) | $4,809,000 | 80 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $15,999,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $18,000 | 168 |
| YTD Gross Income from other retirement accounts | $1,986,000 | 42 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $6,373,000 | 48 |
| Foundation and endowment and agency accounts income | $474,000 | 65 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $393,000 | 88 |
| YTD Gross income other trust accounts | $1,172,000 | 36 |
| Gross Fiduciary activities income | $26,415,000 | 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 | NA | NA |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $10,541,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $13,000 | 163 |
| YTD Gross Income from other retirement accounts | $1,292,000 | 43 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $4,038,000 | 49 |
| Foundation and endowment and agency accounts income | $314,000 | 64 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $263,000 | 89 |
| YTD Gross income other trust accounts | $1,106,000 | 28 |
| Gross Fiduciary activities income | $17,567,000 | 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 | NA | NA |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,036,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $8,000 | 152 |
| YTD Gross Income from other retirement accounts | $629,000 | 44 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $1,917,000 | 50 |
| Foundation and endowment and agency accounts income | $155,000 | 64 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $134,000 | 86 |
| YTD Gross income other trust accounts | $714,000 | 26 |
| Gross Fiduciary activities income | $8,593,000 | 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 | NA | NA |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $19,507,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 425 |
| YTD Gross Income employee benefit defined benefit | $51,000 | 143 |
| YTD Gross Income from other retirement accounts | $2,223,000 | 44 |
| YTD Gross Income corporate trust and agency | $0 | 213 |
| Investment management and investment advisory agency accounts income | $6,105,000 | 56 |
| Foundation and endowment and agency accounts income | $540,000 | 72 |
| YTD Gross income other trust and agency accounts | $0 | 169 |
| YTD Gross income custody and safekeeping agency accounts | $515,000 | 91 |
| YTD Gross income other trust accounts | $1,150,000 | 37 |
| Gross Fiduciary activities income | $30,091,000 | 58 |
| YTD fiduciary expense (Dec. only) | $26,511,000 | 53 |
| YTD fiduciary net loss (Dec. only) | $103,000 | 54 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
| YTD net fiduciary income (Dec. only) | $3,477,000 | 90 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $14,178,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 312 |
| YTD Gross Income employee benefit defined benefit | $38,000 | 136 |
| YTD Gross Income from other retirement accounts | $1,621,000 | 46 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $4,379,000 | 55 |
| Foundation and endowment and agency accounts income | $399,000 | 70 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $393,000 | 88 |
| YTD Gross income other trust accounts | $1,129,000 | 33 |
| Gross Fiduciary activities income | $22,137,000 | 59 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $9,463,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 312 |
| YTD Gross Income employee benefit defined benefit | $25,000 | 136 |
| YTD Gross Income from other retirement accounts | $1,049,000 | 46 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $2,844,000 | 56 |
| Foundation and endowment and agency accounts income | $261,000 | 72 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $257,000 | 87 |
| YTD Gross income other trust accounts | $747,000 | 35 |
| Gross Fiduciary activities income | $14,646,000 | 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 |
| 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 | $4,704,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 306 |
| YTD Gross Income employee benefit defined benefit | $12,000 | 138 |
| YTD Gross Income from other retirement accounts | $512,000 | 47 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $1,259,000 | 58 |
| Foundation and endowment and agency accounts income | $130,000 | 73 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $134,000 | 83 |
| YTD Gross income other trust accounts | $675,000 | 25 |
| Gross Fiduciary activities income | $7,426,000 | 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 |
| 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 | $17,533,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 435 |
| YTD Gross Income employee benefit defined benefit | $48,000 | 144 |
| YTD Gross Income from other retirement accounts | $1,741,000 | 54 |
| YTD Gross Income corporate trust and agency | $0 | 228 |
| Investment management and investment advisory agency accounts income | $4,057,000 | 64 |
| Foundation and endowment and agency accounts income | $497,000 | 70 |
| YTD Gross income other trust and agency accounts | $0 | 167 |
| YTD Gross income custody and safekeeping agency accounts | $514,000 | 89 |
| YTD Gross income other trust accounts | $1,048,000 | 46 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $22,784,000 | 56 |
| YTD fiduciary net loss (Dec. only) | $300,000 | 28 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
| YTD net fiduciary income (Dec. only) | $2,354,000 | 109 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $13,106,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 317 |
| YTD Gross Income employee benefit defined benefit | $36,000 | 143 |
| YTD Gross Income from other retirement accounts | $1,279,000 | 54 |
| YTD Gross Income corporate trust and agency | $0 | 157 |
| Investment management and investment advisory agency accounts income | $2,950,000 | 67 |
| Foundation and endowment and agency accounts income | $372,000 | 69 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $389,000 | 91 |
| YTD Gross income other trust accounts | $923,000 | 45 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 20 |
| YTD fiduciary net loss (Dec. only) | $0 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 3 |
| YTD net fiduciary income (Dec. only) | $19,055,000 | 10 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,739,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 320 |
| YTD Gross Income employee benefit defined benefit | $24,000 | 140 |
| YTD Gross Income from other retirement accounts | $833,000 | 57 |
| YTD Gross Income corporate trust and agency | $0 | 154 |
| Investment management and investment advisory agency accounts income | $1,926,000 | 69 |
| Foundation and endowment and agency accounts income | $251,000 | 69 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $262,000 | 89 |
| YTD Gross income other trust accounts | $770,000 | 39 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 20 |
| YTD fiduciary net loss (Dec. only) | $0 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 2 |
| YTD net fiduciary income (Dec. only) | $12,805,000 | 10 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $4,335,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $12,000 | 144 |
| YTD Gross Income from other retirement accounts | $402,000 | 59 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $919,000 | 72 |
| Foundation and endowment and agency accounts income | $123,000 | 68 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $137,000 | 91 |
| YTD Gross income other trust accounts | $560,000 | 35 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 22 |
| YTD fiduciary net loss (Dec. only) | $0 | 10 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 2 |
| YTD net fiduciary income (Dec. only) | $6,488,000 | 9 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $15,539,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 438 |
| YTD Gross Income employee benefit defined benefit | $44,000 | 154 |
| YTD Gross Income from other retirement accounts | $1,285,000 | 61 |
| YTD Gross Income corporate trust and agency | $0 | 246 |
| Investment management and investment advisory agency accounts income | $2,471,000 | 93 |
| Foundation and endowment and agency accounts income | $459,000 | 65 |
| YTD Gross income other trust and agency accounts | $0 | 170 |
| YTD Gross income custody and safekeeping agency accounts | $202,000 | 145 |
| YTD Gross income other trust accounts | $842,000 | 51 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $19,490,000 | 64 |
| YTD fiduciary net loss (Dec. only) | $117,000 | 49 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
| YTD net fiduciary income (Dec. only) | $1,235,000 | 164 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $11,845,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 316 |
| YTD Gross Income employee benefit defined benefit | $32,000 | 146 |
| YTD Gross Income from other retirement accounts | $934,000 | 63 |
| YTD Gross Income corporate trust and agency | $0 | 164 |
| Investment management and investment advisory agency accounts income | $1,664,000 | 96 |
| Foundation and endowment and agency accounts income | $339,000 | 62 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $46,000 | 252 |
| YTD Gross income other trust accounts | $849,000 | 44 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 20 |
| YTD fiduciary net loss (Dec. only) | $0 | 9 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 3 |
| YTD net fiduciary income (Dec. only) | $15,709,000 | 9 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $7,878,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $22,000 | 146 |
| YTD Gross Income from other retirement accounts | $605,000 | 63 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $1,049,000 | 105 |
| Foundation and endowment and agency accounts income | $230,000 | 63 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $12,000 | 300 |
| YTD Gross income other trust accounts | $883,000 | 39 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 21 |
| YTD fiduciary net loss (Dec. only) | $0 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 2 |
| YTD net fiduciary income (Dec. only) | $10,679,000 | 10 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,913,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 317 |
| YTD Gross Income employee benefit defined benefit | $11,000 | 147 |
| YTD Gross Income from other retirement accounts | $280,000 | 63 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $501,000 | 107 |
| Foundation and endowment and agency accounts income | $116,000 | 60 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $12,000 | 262 |
| YTD Gross income other trust accounts | $624,000 | 31 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 23 |
| YTD fiduciary net loss (Dec. only) | $0 | 3 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 2 |
| YTD net fiduciary income (Dec. only) | $5,457,000 | 9 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $12,048,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 438 |
| YTD Gross Income employee benefit defined benefit | $36,000 | 169 |
| YTD Gross Income from other retirement accounts | $672,000 | 93 |
| YTD Gross Income corporate trust and agency | $0 | 248 |
| Investment management and investment advisory agency accounts income | $1,331,000 | 137 |
| Foundation and endowment and agency accounts income | $103,000 | 148 |
| YTD Gross income other trust and agency accounts | $42,000 | 93 |
| YTD Gross income custody and safekeeping agency accounts | $16,000 | 402 |
| YTD Gross income other trust accounts | $1,016,000 | 51 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $14,896,000 | 69 |
| YTD fiduciary net loss (Dec. only) | $56,000 | 72 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
| YTD net fiduciary income (Dec. only) | $312,000 | 330 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $8,821,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $26,000 | 157 |
| YTD Gross Income from other retirement accounts | $436,000 | 107 |
| 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 | $16,000 | 286 |
| YTD Gross income other trust accounts | $972,000 | 46 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 26 |
| YTD fiduciary net loss (Dec. only) | $0 | 9 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 3 |
| YTD net fiduciary income (Dec. only) | $11,203,000 | 10 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $5,737,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $16,000 | 161 |
| YTD Gross Income from other retirement accounts | $246,000 | 122 |
| 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 | $13,000 | 292 |
| YTD Gross income other trust accounts | $928,000 | 41 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 26 |
| YTD fiduciary net loss (Dec. only) | $0 | 9 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 4 |
| YTD net fiduciary income (Dec. only) | $7,446,000 | 10 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $2,782,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $8,000 | 153 |
| YTD Gross Income from other retirement accounts | $104,000 | 135 |
| 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 | $13,000 | 257 |
| YTD Gross income other trust accounts | $581,000 | 32 |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | $0 | 28 |
| YTD fiduciary net loss (Dec. only) | $0 | 9 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 3 |
| YTD net fiduciary income (Dec. only) | $3,705,000 | 11 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $68,000 | 89 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $79,000 | 81 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $75,000 | 89 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $72,000 | 104 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $77,000 | 99 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $65,000 | 106 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $72,000 | 115 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | NA | NA |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |