| 2025-06-30 | Rank |
| Fiduciary powers granted | $0 | 1,450 |
| Fiduciary power exercised | $0 | 1,113 |
| Fiduciary or related activity | $0 | 1,025 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 458 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $0 | 301 |
| YTD Gross Income employee benefit defined benefit | $0 | 191 |
| YTD Gross Income from other retirement accounts | $0 | 427 |
| YTD Gross Income corporate trust and agency | $0 | 169 |
| Investment management and investment advisory agency accounts income | $0 | 414 |
| Foundation and endowment and agency accounts income | $0 | 404 |
| YTD Gross income other trust and agency accounts | $0 | 154 |
| YTD Gross income custody and safekeeping agency accounts | $0 | 420 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $0 | 937 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2025-03-31 | Rank |
| Fiduciary powers granted | $0 | 1,461 |
| Fiduciary power exercised | $0 | 1,090 |
| Fiduciary or related activity | $0 | 1,037 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 404 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $0 | 291 |
| YTD Gross Income employee benefit defined benefit | $0 | 173 |
| YTD Gross Income from other retirement accounts | $0 | 346 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $0 | 340 |
| Foundation and endowment and agency accounts income | $0 | 297 |
| YTD Gross income other trust and agency accounts | $0 | 95 |
| YTD Gross income custody and safekeeping agency accounts | $0 | 317 |
| YTD Gross income other trust accounts | $0 | 172 |
| Gross Fiduciary activities income | $0 | 918 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2024-12-31 | Rank |
| Fiduciary powers granted | $0 | 1,468 |
| Fiduciary power exercised | $0 | 1,099 |
| Fiduciary or related activity | $0 | 1,035 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 493 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $0 | 354 |
| YTD Gross Income employee benefit defined benefit | $0 | 201 |
| YTD Gross Income from other retirement accounts | $0 | 431 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $0 | 419 |
| Foundation and endowment and agency accounts income | $0 | 360 |
| YTD Gross income other trust and agency accounts | $0 | 129 |
| YTD Gross income custody and safekeeping agency accounts | $0 | 394 |
| YTD Gross income other trust accounts | $0 | 215 |
| Gross Fiduciary activities income | $0 | 1,000 |
| YTD fiduciary expense (Dec. only) | $0 | 459 |
| YTD fiduciary net loss (Dec. only) | $0 | 190 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 169 |
| YTD net fiduciary income (Dec. only) | $0 | 443 |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2024-09-30 | Rank |
| Fiduciary powers granted | $0 | 1,475 |
| Fiduciary power exercised | $0 | 1,109 |
| Fiduciary or related activity | $0 | 1,051 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 402 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $0 | 308 |
| YTD Gross Income employee benefit defined benefit | $0 | 183 |
| YTD Gross Income from other retirement accounts | $0 | 349 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $0 | 337 |
| Foundation and endowment and agency accounts income | $0 | 296 |
| YTD Gross income other trust and agency accounts | $0 | 103 |
| YTD Gross income custody and safekeeping agency accounts | $0 | 323 |
| YTD Gross income other trust accounts | $0 | 178 |
| Gross Fiduciary activities income | $0 | 972 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2024-06-30 | Rank |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,115 |
| Fiduciary or related activity | $0 | 1,054 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 483 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $0 | 350 |
| YTD Gross Income employee benefit defined benefit | $0 | 193 |
| YTD Gross Income from other retirement accounts | $0 | 419 |
| YTD Gross Income corporate trust and agency | $0 | 174 |
| Investment management and investment advisory agency accounts income | $0 | 412 |
| Foundation and endowment and agency accounts income | $0 | 351 |
| YTD Gross income other trust and agency accounts | $0 | 116 |
| YTD Gross income custody and safekeeping agency accounts | $0 | 387 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $0 | 962 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2024-03-31 | Rank |
| Fiduciary powers granted | $0 | 1,483 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts |
| YTD Gross Income employee benefit defined contribution | $0 | 257 |
| YTD Gross Income employee benefit defined benefit | $0 | 220 |
| YTD Gross Income from other retirement accounts | $0 | 340 |
| YTD Gross Income corporate trust and agency | $0 | 95 |
| Investment management and investment advisory agency accounts income | $0 | 388 |
| Foundation and endowment and agency accounts income | $0 | 294 |
| YTD Gross income other trust and agency accounts | $0 | 81 |
| YTD Gross income custody and safekeeping agency accounts | $0 | 326 |
| YTD Gross income other trust accounts | $0 | 168 |
| Gross Fiduciary activities income | $0 | 895 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: |
| YTD foreign offices total gross fiduciary income | NA | NA |
