Home > Stifel Trust Company > Gross Fiduciary and Related Services Income
Stifel 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 | $17,473,000 | 43 |
| 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 | $435,000 | 269 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | $1,356,000 | 279 |
| Foundation and endowment and agency accounts income | $501,000 | 124 |
| YTD Gross income other trust and agency accounts | $662,000 | 24 |
| YTD Gross income custody and safekeeping agency accounts | $298,000 | 141 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $20,725,000 | 112 |
| YTD fiduciary expense (Dec. only) | $19,118,000 | 92 |
| YTD fiduciary net loss (Dec. only) | $0 | 213 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 125 |
| YTD net fiduciary income (Dec. only) | $1,607,000 | 237 |
| 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 | $12,936,000 | 44 |
| 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 | $310,000 | 239 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $855,000 | 276 |
| Foundation and endowment and agency accounts income | $369,000 | 126 |
| YTD Gross income other trust and agency accounts | $492,000 | 26 |
| YTD Gross income custody and safekeeping agency accounts | $211,000 | 140 |
| YTD Gross income other trust accounts | $0 | 170 |
| Gross Fiduciary activities income | $15,173,000 | 114 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $8,201,000 | 47 |
| 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 | $202,000 | 275 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $551,000 | 300 |
| Foundation and endowment and agency accounts income | $245,000 | 125 |
| YTD Gross income other trust and agency accounts | $328,000 | 25 |
| YTD Gross income custody and safekeeping agency accounts | $114,000 | 158 |
| YTD Gross income other trust accounts | $0 | 195 |
| Gross Fiduciary activities income | $9,641,000 | 115 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $3,995,000 | 50 |
| 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 | $97,000 | 247 |
| YTD Gross Income corporate trust and agency | $0 | 97 |
| Investment management and investment advisory agency accounts income | $268,000 | 244 |
| Foundation and endowment and agency accounts income | $122,000 | 129 |
| YTD Gross income other trust and agency accounts | $164,000 | 22 |
| YTD Gross income custody and safekeeping agency accounts | $57,000 | 159 |
| YTD Gross income other trust accounts | $0 | 164 |
| Gross Fiduciary activities income | $4,703,000 | 123 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $16,174,000 | 48 |
| 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 | $359,000 | 291 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $1,029,000 | 268 |
| Foundation and endowment and agency accounts income | $506,000 | 132 |
| YTD Gross income other trust and agency accounts | $661,000 | 25 |
| YTD Gross income custody and safekeeping agency accounts | $261,000 | 151 |
| YTD Gross income other trust accounts | $0 | 229 |
| Gross Fiduciary activities income | $18,990,000 | 121 |
| YTD fiduciary expense (Dec. only) | $14,986,000 | 109 |
| YTD fiduciary net loss (Dec. only) | $10,000 | 149 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 137 |
| YTD net fiduciary income (Dec. only) | $3,994,000 | 156 |
| 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 | $12,301,000 | 49 |
| 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 | $274,000 | 260 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $786,000 | 247 |
| Foundation and endowment and agency accounts income | $393,000 | 130 |
| YTD Gross income other trust and agency accounts | $496,000 | 25 |
| YTD Gross income custody and safekeeping agency accounts | $204,000 | 137 |
| YTD Gross income other trust accounts | $0 | 184 |
| Gross Fiduciary activities income | $14,454,000 | 123 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $8,326,000 | 41 |
| 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 | $187,000 | 268 |
| YTD Gross Income corporate trust and agency | $0 | 129 |
| Investment management and investment advisory agency accounts income | $548,000 | 238 |
| Foundation and endowment and agency accounts income | $268,000 | 122 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $145,000 | 121 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $9,806,000 | 104 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $4,322,000 | 40 |
| 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 | $94,000 | 245 |
| YTD Gross Income corporate trust and agency | $0 | 100 |
| Investment management and investment advisory agency accounts income | $280,000 | 222 |
| Foundation and endowment and agency accounts income | $139,000 | 118 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $95,000 | 104 |
| YTD Gross income other trust accounts | $0 | 156 |
| Gross Fiduciary activities income | $5,096,000 | 103 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $15,149,000 | 39 |
| 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 | $349,000 | 280 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $994,000 | 254 |
| Foundation and endowment and agency accounts income | $547,000 | 116 |
| YTD Gross income other trust and agency accounts | $415,000 | 21 |
| YTD Gross income custody and safekeeping agency accounts | $254,000 | 133 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $17,708,000 | 109 |
| YTD fiduciary expense (Dec. only) | $14,516,000 | 89 |
| YTD fiduciary net loss (Dec. only) | $0 | 181 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
| YTD net fiduciary income (Dec. only) | $3,192,000 | 157 |
| 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 | $11,087,000 | 41 |
| 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 | $250,000 | 252 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $719,000 | 240 |
| Foundation and endowment and agency accounts income | $401,000 | 116 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $181,000 | 130 |
| YTD Gross income other trust accounts | $0 | 167 |
| Gross Fiduciary activities income | $12,887,000 | 109 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $7,088,000 | 42 |
| 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 | $165,000 | 279 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $436,000 | 268 |
| Foundation and endowment and agency accounts income | $267,000 | 113 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $117,000 | 138 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $8,155,000 | 110 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $3,436,000 | 44 |
| 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 | $77,000 | 254 |
| YTD Gross Income corporate trust and agency | $0 | 108 |
| Investment management and investment advisory agency accounts income | $199,000 | 255 |
| Foundation and endowment and agency accounts income | $131,000 | 111 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $57,000 | 135 |
| YTD Gross income other trust accounts | $0 | 158 |
| Gross Fiduciary activities income | $3,900,000 | 112 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $11,600,000 | 46 |
| 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 | $274,000 | 281 |
| YTD Gross Income corporate trust and agency | $0 | 151 |
| Investment management and investment advisory agency accounts income | $655,000 | 286 |
| Foundation and endowment and agency accounts income | $412,000 | 126 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $194,000 | 151 |
| YTD Gross income other trust accounts | $0 | 227 |
| Gross Fiduciary activities income | $13,135,000 | 119 |
| YTD fiduciary expense (Dec. only) | $13,277,000 | 94 |
| YTD fiduciary net loss (Dec. only) | $4,000 | 149 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
| YTD net fiduciary income (Dec. only) | $-146,000 | 4,980 |
| 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 | $8,192,000 | 49 |
| 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 | $173,000 | 253 |
| YTD Gross Income corporate trust and agency | $0 | 122 |
| Investment management and investment advisory agency accounts income | $470,000 | 260 |
| Foundation and endowment and agency accounts income | $301,000 | 121 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $141,000 | 148 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $9,277,000 | 123 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $5,301,000 | 51 |
| 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 | $119,000 | 286 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $300,000 | 289 |
| Foundation and endowment and agency accounts income | $189,000 | 130 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $90,000 | 154 |
| YTD Gross income other trust accounts | $0 | 205 |
| Gross Fiduciary activities income | $5,999,000 | 125 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $2,952,000 | 49 |
| 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 | $62,000 | 255 |
| YTD Gross Income corporate trust and agency | $0 | 109 |
| Investment management and investment advisory agency accounts income | $151,000 | 260 |
| Foundation and endowment and agency accounts income | $94,000 | 124 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $47,000 | 150 |
| YTD Gross income other trust accounts | $0 | 171 |
| Gross Fiduciary activities income | $3,306,000 | 123 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $10,555,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $11,000 | 293 |
| YTD Gross Income employee benefit defined benefit | $0 | 203 |
| YTD Gross Income from other retirement accounts | $212,000 | 293 |
| YTD Gross Income corporate trust and agency | $0 | 143 |
| Investment management and investment advisory agency accounts income | $261,000 | 320 |
| Foundation and endowment and agency accounts income | $329,000 | 136 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $282,000 | 118 |
| YTD Gross income other trust accounts | $0 | 219 |
| Gross Fiduciary activities income | $11,650,000 | 128 |
| YTD fiduciary expense (Dec. only) | $10,809,000 | 110 |
| YTD fiduciary net loss (Dec. only) | $1,000 | 143 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 131 |
| YTD net fiduciary income (Dec. only) | $840,000 | 265 |
| 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 | $7,688,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000 | 263 |
| YTD Gross Income employee benefit defined benefit | $0 | 184 |
| YTD Gross Income from other retirement accounts | $161,000 | 266 |
| YTD Gross Income corporate trust and agency | $0 | 117 |
| Investment management and investment advisory agency accounts income | $145,000 | 297 |
| Foundation and endowment and agency accounts income | $233,000 | 133 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $213,000 | 116 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $8,448,000 | 129 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $5,010,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000 | 294 |
| YTD Gross Income employee benefit defined benefit | $0 | 198 |
| YTD Gross Income from other retirement accounts | $114,000 | 290 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $95,000 | 327 |
| Foundation and endowment and agency accounts income | $143,000 | 143 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $156,000 | 114 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $5,522,000 | 130 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $2,424,000 | 53 |
| 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 | $67,000 | 274 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $44,000 | 328 |
| Foundation and endowment and agency accounts income | $66,000 | 144 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $75,000 | 114 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $2,676,000 | 133 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $10,222,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $170,000 | 193 |
| YTD Gross Income employee benefit defined benefit | $0 | 225 |
| YTD Gross Income from other retirement accounts | $227,000 | 303 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $223,000 | 370 |
| Foundation and endowment and agency accounts income | $363,000 | 126 |
| YTD Gross income other trust and agency accounts | $0 | 139 |
| YTD Gross income custody and safekeeping agency accounts | $305,000 | 118 |
| YTD Gross income other trust accounts | $0 | 246 |
| Gross Fiduciary activities income | $11,510,000 | 131 |
| YTD fiduciary expense (Dec. only) | $9,771,000 | 114 |
| YTD fiduciary net loss (Dec. only) | $13,000 | 124 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
| YTD net fiduciary income (Dec. only) | $1,726,000 | 193 |
| 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 | $7,438,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $171,000 | 178 |
| YTD Gross Income employee benefit defined benefit | $0 | 207 |
| YTD Gross Income from other retirement accounts | $149,000 | 298 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $169,000 | 325 |
| Foundation and endowment and agency accounts income | $290,000 | 121 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $231,000 | 117 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $8,448,000 | 128 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $5,013,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $126,000 | 175 |
| YTD Gross Income employee benefit defined benefit | $0 | 206 |
| YTD Gross Income from other retirement accounts | $99,000 | 301 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $113,000 | 324 |
| Foundation and endowment and agency accounts income | $227,000 | 109 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $157,000 | 116 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $5,735,000 | 126 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $2,585,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $69,000 | 170 |
| YTD Gross Income employee benefit defined benefit | $0 | 202 |
| YTD Gross Income from other retirement accounts | $53,000 | 296 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $58,000 | 330 |
| Foundation and endowment and agency accounts income | $89,000 | 126 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $83,000 | 112 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $2,937,000 | 127 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $9,879,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $252,000 | 171 |
| YTD Gross Income employee benefit defined benefit | $0 | 247 |
| YTD Gross Income from other retirement accounts | $200,000 | 315 |
| YTD Gross Income corporate trust and agency | $0 | 195 |
| Investment management and investment advisory agency accounts income | $128,000 | 442 |
| Foundation and endowment and agency accounts income | $359,000 | 119 |
| YTD Gross income other trust and agency accounts | $0 | 159 |
| YTD Gross income custody and safekeeping agency accounts | $292,000 | 120 |
| YTD Gross income other trust accounts | $0 | 290 |
| Gross Fiduciary activities income | $11,110,000 | 124 |
| YTD fiduciary expense (Dec. only) | $3,459,000 | 205 |
| YTD fiduciary net loss (Dec. only) | $0 | 182 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
| YTD net fiduciary income (Dec. only) | $7,651,000 | 73 |
| 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 | $7,341,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $186,000 | 167 |
| YTD Gross Income employee benefit defined benefit | $0 | 208 |
| YTD Gross Income from other retirement accounts | $149,000 | 289 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $83,000 | 342 |
| Foundation and endowment and agency accounts income | $272,000 | 114 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $201,000 | 119 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $8,232,000 | 125 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $4,814,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $111,000 | 172 |
| YTD Gross Income employee benefit defined benefit | $0 | 204 |
| YTD Gross Income from other retirement accounts | $100,000 | 283 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $55,000 | 346 |
| Foundation and endowment and agency accounts income | $171,000 | 118 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $135,000 | 120 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $5,386,000 | 123 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $2,353,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $55,000 | 167 |
| YTD Gross Income employee benefit defined benefit | $0 | 198 |
| YTD Gross Income from other retirement accounts | $31,000 | 317 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $27,000 | 350 |
| Foundation and endowment and agency accounts income | $79,000 | 121 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $64,000 | 125 |
| YTD Gross income other trust accounts | $0 | 186 |
| Gross Fiduciary activities income | $2,609,000 | 123 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $7,757,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $151,000 | 208 |
| YTD Gross Income employee benefit defined benefit | $0 | 250 |
| YTD Gross Income from other retirement accounts | $96,000 | 389 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $92,000 | 450 |
| Foundation and endowment and agency accounts income | $195,000 | 158 |
| YTD Gross income other trust and agency accounts | $0 | 162 |
| YTD Gross income custody and safekeeping agency accounts | $248,000 | 135 |
| YTD Gross income other trust accounts | $0 | 295 |
| Gross Fiduciary activities income | $8,539,000 | 139 |
| YTD fiduciary expense (Dec. only) | $7,579,000 | 125 |
| YTD fiduciary net loss (Dec. only) | $0 | 176 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $960,000 | 236 |
| 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 | $5,498,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $82,000 | 214 |
| YTD Gross Income employee benefit defined benefit | $0 | 217 |
| YTD Gross Income from other retirement accounts | $62,000 | 332 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $80,000 | 344 |
| Foundation and endowment and agency accounts income | $125,000 | 158 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $188,000 | 128 |
| YTD Gross income other trust accounts | $0 | 216 |
| Gross Fiduciary activities income | $6,035,000 | 146 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $3,316,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $13,000 | 276 |
| YTD Gross Income employee benefit defined benefit | $0 | 217 |
| YTD Gross Income from other retirement accounts | $33,000 | 338 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $40,000 | 348 |
| Foundation and endowment and agency accounts income | $41,000 | 209 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $129,000 | 125 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $3,572,000 | 155 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,643,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $13,000 | 243 |
| YTD Gross Income employee benefit defined benefit | $0 | 212 |
| YTD Gross Income from other retirement accounts | $17,000 | 335 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $23,000 | 348 |
| Foundation and endowment and agency accounts income | $20,000 | 209 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $67,000 | 118 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $1,783,000 | 154 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $3,686,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $71,000 | 271 |
| YTD Gross Income employee benefit defined benefit | $253,000 | 88 |
| YTD Gross Income from other retirement accounts | $411,000 | 215 |
| YTD Gross Income corporate trust and agency | $0 | 200 |
| Investment management and investment advisory agency accounts income | $3,512,000 | 100 |
| Foundation and endowment and agency accounts income | $231,000 | 147 |
| YTD Gross income other trust and agency accounts | $3,000 | 166 |
| YTD Gross income custody and safekeeping agency accounts | $72,000 | 264 |
| YTD Gross income other trust accounts | $0 | 298 |
| Gross Fiduciary activities income | $8,239,000 | 144 |
| YTD fiduciary expense (Dec. only) | $7,962,000 | 118 |
| YTD fiduciary net loss (Dec. only) | $6,000 | 131 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $271,000 | 422 |
| 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 | $2,807,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $53,000 | 241 |
| YTD Gross Income employee benefit defined benefit | $189,000 | 87 |
| YTD Gross Income from other retirement accounts | $310,000 | 204 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $2,640,000 | 99 |
| Foundation and endowment and agency accounts income | $176,000 | 144 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $54,000 | 234 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $6,232,000 | 145 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $1,902,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $36,000 | 241 |
| YTD Gross Income employee benefit defined benefit | $126,000 | 91 |
| YTD Gross Income from other retirement accounts | $209,000 | 204 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $1,774,000 | 97 |
| Foundation and endowment and agency accounts income | $118,000 | 145 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $37,000 | 226 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $4,205,000 | 146 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $922,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $18,000 | 242 |
| YTD Gross Income employee benefit defined benefit | $65,000 | 89 |
| YTD Gross Income from other retirement accounts | $105,000 | 205 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $881,000 | 99 |
| Foundation and endowment and agency accounts income | $59,000 | 142 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $19,000 | 225 |
| YTD Gross income other trust accounts | $0 | 198 |
| Gross Fiduciary activities income | $2,072,000 | 143 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $3,831,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $172,000 | 214 |
| YTD Gross Income employee benefit defined benefit | $259,000 | 87 |
| YTD Gross Income from other retirement accounts | $382,000 | 215 |
| YTD Gross Income corporate trust and agency | $0 | 208 |
| Investment management and investment advisory agency accounts income | $3,643,000 | 86 |
| Foundation and endowment and agency accounts income | $332,000 | 112 |
| YTD Gross income other trust and agency accounts | $15,000 | 111 |
| YTD Gross income custody and safekeeping agency accounts | $75,000 | 252 |
| YTD Gross income other trust accounts | $0 | 296 |
| Gross Fiduciary activities income | $8,709,000 | 135 |
| YTD fiduciary expense (Dec. only) | $10,415,000 | 105 |
| YTD fiduciary net loss (Dec. only) | $8,000 | 131 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
| YTD net fiduciary income (Dec. only) | $-1,714,000 | 6,506 |
| 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 | $2,916,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $153,000 | 189 |
| YTD Gross Income employee benefit defined benefit | $194,000 | 87 |
| YTD Gross Income from other retirement accounts | $284,000 | 210 |
| YTD Gross Income corporate trust and agency | $0 | 146 |
| Investment management and investment advisory agency accounts income | $2,759,000 | 85 |
| Foundation and endowment and agency accounts income | $272,000 | 109 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $55,000 | 231 |
| YTD Gross income other trust accounts | $0 | 217 |
| Gross Fiduciary activities income | $6,644,000 | 129 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $1,984,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $132,000 | 173 |
| YTD Gross Income employee benefit defined benefit | $132,000 | 84 |
| YTD Gross Income from other retirement accounts | $189,000 | 209 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $1,867,000 | 83 |
| Foundation and endowment and agency accounts income | $182,000 | 107 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $37,000 | 228 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $4,530,000 | 129 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,013,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $111,000 | 144 |
| YTD Gross Income employee benefit defined benefit | $73,000 | 85 |
| YTD Gross Income from other retirement accounts | $93,000 | 215 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $934,000 | 82 |
| Foundation and endowment and agency accounts income | $90,000 | 104 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $18,000 | 225 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $2,337,000 | 127 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $3,904,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,182,000 | 78 |
| YTD Gross Income employee benefit defined benefit | $578,000 | 61 |
| YTD Gross Income from other retirement accounts | $332,000 | 224 |
| YTD Gross Income corporate trust and agency | $0 | 201 |
| Investment management and investment advisory agency accounts income | $3,555,000 | 84 |
| Foundation and endowment and agency accounts income | $362,000 | 105 |
| YTD Gross income other trust and agency accounts | $18,000 | 99 |
| YTD Gross income custody and safekeeping agency accounts | $138,000 | 187 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $10,069,000 | 120 |
| YTD fiduciary expense (Dec. only) | $10,927,000 | 93 |
| YTD fiduciary net loss (Dec. only) | $19,000 | 104 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
| YTD net fiduciary income (Dec. only) | $-877,000 | 6,806 |
| 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 | $2,918,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $897,000 | 76 |
| YTD Gross Income employee benefit defined benefit | $422,000 | 62 |
| YTD Gross Income from other retirement accounts | $243,000 | 217 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $2,650,000 | 81 |
| Foundation and endowment and agency accounts income | $265,000 | 101 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $122,000 | 157 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $7,530,000 | 118 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $1,929,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $598,000 | 75 |
| YTD Gross Income employee benefit defined benefit | $272,000 | 64 |
| YTD Gross Income from other retirement accounts | $156,000 | 222 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $1,768,000 | 80 |
| Foundation and endowment and agency accounts income | $172,000 | 100 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $80,000 | 158 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $4,984,000 | 119 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $987,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $294,000 | 76 |
| YTD Gross Income employee benefit defined benefit | $132,000 | 64 |
| YTD Gross Income from other retirement accounts | $79,000 | 224 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $873,000 | 83 |
| Foundation and endowment and agency accounts income | $87,000 | 101 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $40,000 | 162 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $2,496,000 | 117 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $3,426,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,148,000 | 77 |
| YTD Gross Income employee benefit defined benefit | $517,000 | 65 |
| YTD Gross Income from other retirement accounts | $296,000 | 222 |
| YTD Gross Income corporate trust and agency | $0 | 213 |
| Investment management and investment advisory agency accounts income | $3,525,000 | 79 |
| Foundation and endowment and agency accounts income | $347,000 | 98 |
| YTD Gross income other trust and agency accounts | $19,000 | 111 |
| YTD Gross income custody and safekeeping agency accounts | $153,000 | 174 |
| YTD Gross income other trust accounts | $0 | 288 |
| Gross Fiduciary activities income | $9,431,000 | 112 |
| YTD fiduciary expense (Dec. only) | $11,030,000 | 89 |
| YTD fiduciary net loss (Dec. only) | $42,000 | 73 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
| YTD net fiduciary income (Dec. only) | $-1,641,000 | 7,074 |
| 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 | $2,531,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $859,000 | 74 |
| YTD Gross Income employee benefit defined benefit | $395,000 | 64 |
| YTD Gross Income from other retirement accounts | $220,000 | 213 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $2,640,000 | 77 |
| Foundation and endowment and agency accounts income | $261,000 | 97 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $114,000 | 166 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $7,035,000 | 111 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 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 | $1,665,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $590,000 | 73 |
| YTD Gross Income employee benefit defined benefit | $268,000 | 62 |
| YTD Gross Income from other retirement accounts | $145,000 | 213 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $1,776,000 | 75 |
| Foundation and endowment and agency accounts income | $172,000 | 99 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $76,000 | 163 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $4,703,000 | 113 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2012-03-31 | 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 | $847,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $323,000 | 71 |
| YTD Gross Income employee benefit defined benefit | $147,000 | 61 |
| YTD Gross Income from other retirement accounts | $74,000 | 206 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $900,000 | 75 |
| Foundation and endowment and agency accounts income | $87,000 | 102 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $37,000 | 160 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $2,423,000 | 112 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $3,370,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,251,000 | 75 |
| YTD Gross Income employee benefit defined benefit | $630,000 | 57 |
| YTD Gross Income from other retirement accounts | $192,000 | 280 |
| YTD Gross Income corporate trust and agency | $0 | 228 |
| Investment management and investment advisory agency accounts income | $3,427,000 | 68 |
| Foundation and endowment and agency accounts income | $314,000 | 100 |
| YTD Gross income other trust and agency accounts | $6,000 | 130 |
| YTD Gross income custody and safekeeping agency accounts | $174,000 | 149 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $9,364,000 | 99 |
| YTD fiduciary expense (Dec. only) | $11,528,000 | 82 |
| YTD fiduciary net loss (Dec. only) | $23,000 | 105 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
| YTD net fiduciary income (Dec. only) | $-2,187,000 | 7,352 |
| 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 | $2,550,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $953,000 | 75 |
| YTD Gross Income employee benefit defined benefit | $475,000 | 58 |
| YTD Gross Income from other retirement accounts | $129,000 | 264 |
| YTD Gross Income corporate trust and agency | $0 | 157 |
| Investment management and investment advisory agency accounts income | $2,549,000 | 70 |
| Foundation and endowment and agency accounts income | $232,000 | 104 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $135,000 | 145 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $7,028,000 | 100 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,747,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $642,000 | 74 |
| YTD Gross Income employee benefit defined benefit | $312,000 | 58 |
| YTD Gross Income from other retirement accounts | $70,000 | 284 |
| YTD Gross Income corporate trust and agency | $0 | 154 |
| Investment management and investment advisory agency accounts income | $1,701,000 | 71 |
| Foundation and endowment and agency accounts income | $151,000 | 104 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $99,000 | 139 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $4,725,000 | 98 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $868,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $334,000 | 72 |
| YTD Gross Income employee benefit defined benefit | $115,000 | 70 |
| YTD Gross Income from other retirement accounts | $2,000 | 345 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $846,000 | 73 |
| Foundation and endowment and agency accounts income | $66,000 | 105 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $52,000 | 138 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $2,284,000 | 101 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,413,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,016,000 | 84 |
| YTD Gross Income employee benefit defined benefit | $524,000 | 63 |
| YTD Gross Income from other retirement accounts | $232,000 | 238 |
| YTD Gross Income corporate trust and agency | $0 | 246 |
| Investment management and investment advisory agency accounts income | $3,473,000 | 70 |
| Foundation and endowment and agency accounts income | $128,000 | 152 |
| YTD Gross income other trust and agency accounts | $4,000 | 150 |
| YTD Gross income custody and safekeeping agency accounts | $188,000 | 153 |
| YTD Gross income other trust accounts | $0 | 312 |
| Gross Fiduciary activities income | $8,978,000 | 99 |
| YTD fiduciary expense (Dec. only) | $11,083,000 | 85 |
| YTD fiduciary net loss (Dec. only) | $64,000 | 65 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
| YTD net fiduciary income (Dec. only) | $-2,169,000 | 7,651 |
| 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 | $2,523,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $754,000 | 84 |
| YTD Gross Income employee benefit defined benefit | $388,000 | 64 |
| YTD Gross Income from other retirement accounts | $166,000 | 218 |
| YTD Gross Income corporate trust and agency | $0 | 164 |
| Investment management and investment advisory agency accounts income | $2,669,000 | 69 |
| Foundation and endowment and agency accounts income | $66,000 | 157 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $133,000 | 148 |
| YTD Gross income other trust accounts | $0 | 210 |
| Gross Fiduciary activities income | $6,701,000 | 95 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,680,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $424,000 | 90 |
| YTD Gross Income employee benefit defined benefit | $298,000 | 61 |
| YTD Gross Income from other retirement accounts | $113,000 | 218 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $1,886,000 | 70 |
| Foundation and endowment and agency accounts income | $0 | 240 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $85,000 | 153 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $4,486,000 | 97 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $865,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $207,000 | 93 |
| YTD Gross Income employee benefit defined benefit | $151,000 | 57 |
| YTD Gross Income from other retirement accounts | $59,000 | 219 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $993,000 | 65 |
| Foundation and endowment and agency accounts income | $0 | 236 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $48,000 | 147 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $2,323,000 | 94 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $3,220,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,472,000 | 65 |
| YTD Gross Income employee benefit defined benefit | $714,000 | 51 |
| YTD Gross Income from other retirement accounts | $262,000 | 203 |
| YTD Gross Income corporate trust and agency | $0 | 248 |
| Investment management and investment advisory agency accounts income | $4,099,000 | 64 |
| Foundation and endowment and agency accounts income | $0 | 304 |
| YTD Gross income other trust and agency accounts | $0 | 173 |
| YTD Gross income custody and safekeeping agency accounts | $173,000 | 169 |
| YTD Gross income other trust accounts | $0 | 317 |
| Gross Fiduciary activities income | $9,940,000 | 92 |
| YTD fiduciary expense (Dec. only) | $11,172,000 | 83 |
| YTD fiduciary net loss (Dec. only) | $-81,000 | 8,011 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
| YTD net fiduciary income (Dec. only) | $-1,151,000 | 7,992 |
| 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 | $2,260,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,047,000 | 63 |
| YTD Gross Income employee benefit defined benefit | $554,000 | 51 |
| YTD Gross Income from other retirement accounts | $205,000 | 190 |
| 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 | $129,000 | 162 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $7,249,000 | 93 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $1,450,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $661,000 | 68 |
| YTD Gross Income employee benefit defined benefit | $348,000 | 51 |
| YTD Gross Income from other retirement accounts | $143,000 | 179 |
| 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 | $86,000 | 164 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $4,625,000 | 97 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $716,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $328,000 | 68 |
| YTD Gross Income employee benefit defined benefit | $159,000 | 53 |
| YTD Gross Income from other retirement accounts | $71,000 | 180 |
| 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 | $43,000 | 168 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $2,229,000 | 97 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 187 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $10,295,000 | 99 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $7,969,000 | 101 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $5,358,000 | 101 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $2,714,000 | 100 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $10,015,000 | 100 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $7,399,000 | 101 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $4,974,000 | 105 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $2,503,000 | 102 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $9,297,000 | 103 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $28,376,000 | 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 |
| 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 | $16,739,000 | 62 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $4,897,000 | 76 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 220 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $11,325,000 | 98 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary 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 | $0 | 199 |
| 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 | $0 | 203 |
| 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 | $0 | 218 |
| 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 |