Home > Arvest Bank > Total Fiduciary and Related Assets
Arvest Bank, Total Fiduciary and Related Assets
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $4,031,887,000 | 124 |
Managed Assets ($) | $3,918,570,000 | 93 |
Personal trust and agency accounts, managed assets | $1,467,902,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $15,546,000 | 178 |
Employee benefit-defined benefit accounts, managed assets | $33,107,000 | 106 |
Other employee benefit and retirement-related accounts, managed assets | $720,159,000 | 49 |
Corporate trust and agency accounts, managed assets | $0 | 182 |
Investment management and investment advisory agency accounts, managed assets | $1,637,539,000 | 77 |
Foundation and endowment trust and agency accounts, managed assets | $44,317,000 | 201 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $720,159,000 | 42 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Non-managed Assets ($) | $113,317,000 | 270 |
Personal trust and agency accounts, non-managed assets | $17,351,000 | 255 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $49,671,000 | 155 |
Employee benefit-defined benefit accounts, non-managed Assets | $178,000 | 130 |
Other retirement accounts, non-managed assets | $13,860,000 | 205 |
Corporate trust and agency accounts, non-managed assets | $1,000 | 203 |
Investment management and advisory agency accounts, non-managed assets | $32,256,000 | 86 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
Other fiduciary accounts, non-managed assets | $0 | 179 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $54,164,000 | 302 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,860,000 | 224 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,849,492,000 | 125 |
Managed Assets ($) | $3,740,685,000 | 94 |
Personal trust and agency accounts, managed assets | $1,387,828,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $14,569,000 | 153 |
Employee benefit-defined benefit accounts, managed assets | $31,008,000 | 100 |
Other employee benefit and retirement-related accounts, managed assets | $686,994,000 | 49 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $1,578,514,000 | 79 |
Foundation and endowment trust and agency accounts, managed assets | $41,772,000 | 182 |
Other fiduciary accounts, managed assets | $0 | 109 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $686,994,000 | 43 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $108,807,000 | 232 |
Personal trust and agency accounts, non-managed assets | $16,226,000 | 193 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $47,252,000 | 136 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
Other retirement accounts, non-managed assets | $13,333,000 | 150 |
Corporate trust and agency accounts, non-managed assets | $336,000 | 79 |
Investment management and advisory agency accounts, non-managed assets | $31,660,000 | 73 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $56,348,000 | 245 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,333,000 | 162 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $4,044,923,000 | 120 |
Managed Assets ($) | $3,846,753,000 | 90 |
Personal trust and agency accounts, managed assets | $1,457,818,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $16,284,000 | 167 |
Employee benefit-defined benefit accounts, managed assets | $31,494,000 | 104 |
Other employee benefit and retirement-related accounts, managed assets | $720,071,000 | 48 |
Corporate trust and agency accounts, managed assets | $0 | 119 |
Investment management and investment advisory agency accounts, managed assets | $1,577,618,000 | 76 |
Foundation and endowment trust and agency accounts, managed assets | $43,468,000 | 194 |
Other fiduciary accounts, managed assets | $0 | 152 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $720,071,000 | 42 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $198,170,000 | 207 |
Personal trust and agency accounts, non-managed assets | $75,541,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $73,679,000 | 141 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
Other retirement accounts, non-managed assets | $14,758,000 | 159 |
Corporate trust and agency accounts, non-managed assets | $332,000 | 89 |
Investment management and advisory agency accounts, non-managed assets | $33,860,000 | 76 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $58,742,000 | 260 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,758,000 | 174 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,971,762,000 | 128 |
Managed Assets ($) | $3,778,377,000 | 96 |
Personal trust and agency accounts, managed assets | $1,462,671,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $15,953,000 | 146 |
Employee benefit-defined benefit accounts, managed assets | $30,824,000 | 96 |
Other employee benefit and retirement-related accounts, managed assets | $717,452,000 | 50 |
Corporate trust and agency accounts, managed assets | $0 | 69 |
Investment management and investment advisory agency accounts, managed assets | $1,508,410,000 | 83 |
Foundation and endowment trust and agency accounts, managed assets | $43,067,000 | 184 |
Other fiduciary accounts, managed assets | $0 | 106 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $717,452,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $193,385,000 | 203 |
Personal trust and agency accounts, non-managed assets | $74,585,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $74,078,000 | 128 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
Other retirement accounts, non-managed assets | $13,942,000 | 142 |
Corporate trust and agency accounts, non-managed assets | $340,000 | 81 |
Investment management and advisory agency accounts, non-managed assets | $30,440,000 | 78 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $42,732,000 | 254 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,942,000 | 159 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,761,842,000 | 134 |
Managed Assets ($) | $3,571,888,000 | 98 |
Personal trust and agency accounts, managed assets | $1,448,357,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $16,114,000 | 181 |
Employee benefit-defined benefit accounts, managed assets | $29,881,000 | 107 |
Other employee benefit and retirement-related accounts, managed assets | $703,870,000 | 48 |
Corporate trust and agency accounts, managed assets | $0 | 150 |
Investment management and investment advisory agency accounts, managed assets | $1,331,487,000 | 85 |
Foundation and endowment trust and agency accounts, managed assets | $42,179,000 | 204 |
Other fiduciary accounts, managed assets | $0 | 208 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $703,870,000 | 40 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Non-managed Assets ($) | $189,954,000 | 222 |
Personal trust and agency accounts, non-managed assets | $75,836,000 | 143 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $71,319,000 | 150 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
Other retirement accounts, non-managed assets | $14,012,000 | 190 |
Corporate trust and agency accounts, non-managed assets | $336,000 | 127 |
Investment management and advisory agency accounts, non-managed assets | $28,451,000 | 91 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
Other fiduciary accounts, non-managed assets | $0 | 163 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $32,691,000 | 365 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,012,000 | 230 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,522,411,000 | 133 |
Managed Assets ($) | $3,334,390,000 | 101 |
Personal trust and agency accounts, managed assets | $1,407,641,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $15,060,000 | 154 |
Employee benefit-defined benefit accounts, managed assets | $28,340,000 | 103 |
Other employee benefit and retirement-related accounts, managed assets | $659,753,000 | 50 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $1,182,997,000 | 87 |
Foundation and endowment trust and agency accounts, managed assets | $40,599,000 | 192 |
Other fiduciary accounts, managed assets | $0 | 103 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $659,753,000 | 41 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $188,021,000 | 204 |
Personal trust and agency accounts, non-managed assets | $74,997,000 | 125 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $68,934,000 | 139 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
Other retirement accounts, non-managed assets | $14,535,000 | 141 |
Corporate trust and agency accounts, non-managed assets | $334,000 | 83 |
Investment management and advisory agency accounts, non-managed assets | $29,221,000 | 72 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 91 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $30,379,000 | 283 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,535,000 | 152 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,555,583,000 | 110 |
Managed Assets ($) | $3,360,231,000 | 85 |
Personal trust and agency accounts, managed assets | $1,490,457,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $15,932,000 | 164 |
Employee benefit-defined benefit accounts, managed assets | $29,796,000 | 100 |
Other employee benefit and retirement-related accounts, managed assets | $698,995,000 | 45 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $1,090,092,000 | 81 |
Foundation and endowment trust and agency accounts, managed assets | $34,959,000 | 199 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $698,995,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $195,352,000 | 183 |
Personal trust and agency accounts, non-managed assets | $77,989,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $74,731,000 | 138 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
Other retirement accounts, non-managed assets | $14,002,000 | 150 |
Corporate trust and agency accounts, non-managed assets | $333,000 | 87 |
Investment management and advisory agency accounts, non-managed assets | $28,297,000 | 68 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $39,547,000 | 274 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,002,000 | 169 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,851,451,000 | 112 |
Managed Assets ($) | $3,708,766,000 | 84 |
Personal trust and agency accounts, managed assets | $1,726,231,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $17,469,000 | 148 |
Employee benefit-defined benefit accounts, managed assets | $32,982,000 | 99 |
Other employee benefit and retirement-related accounts, managed assets | $773,437,000 | 45 |
Corporate trust and agency accounts, managed assets | $0 | 68 |
Investment management and investment advisory agency accounts, managed assets | $1,120,222,000 | 86 |
Foundation and endowment trust and agency accounts, managed assets | $38,425,000 | 182 |
Other fiduciary accounts, managed assets | $0 | 100 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $773,437,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $142,685,000 | 198 |
Personal trust and agency accounts, non-managed assets | $15,641,000 | 169 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $85,011,000 | 129 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
Other retirement accounts, non-managed assets | $14,396,000 | 139 |
Corporate trust and agency accounts, non-managed assets | $341,000 | 80 |
Investment management and advisory agency accounts, non-managed assets | $27,296,000 | 64 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
Other fiduciary accounts, non-managed assets | $0 | 87 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $46,148,000 | 245 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,396,000 | 159 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $4,048,313,000 | 111 |
Managed Assets ($) | $3,907,255,000 | 81 |
Personal trust and agency accounts, managed assets | $1,820,071,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $22,829,000 | 161 |
Employee benefit-defined benefit accounts, managed assets | $35,036,000 | 106 |
Other employee benefit and retirement-related accounts, managed assets | $807,780,000 | 42 |
Corporate trust and agency accounts, managed assets | $0 | 151 |
Investment management and investment advisory agency accounts, managed assets | $1,180,495,000 | 82 |
Foundation and endowment trust and agency accounts, managed assets | $41,044,000 | 207 |
Other fiduciary accounts, managed assets | $0 | 216 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $807,780,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Non-managed Assets ($) | $141,058,000 | 226 |
Personal trust and agency accounts, non-managed assets | $15,266,000 | 231 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $93,010,000 | 139 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
Other retirement accounts, non-managed assets | $11,856,000 | 218 |
Corporate trust and agency accounts, non-managed assets | $334,000 | 134 |
Investment management and advisory agency accounts, non-managed assets | $20,592,000 | 96 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
Other fiduciary accounts, non-managed assets | $0 | 161 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $58,384,000 | 280 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $11,856,000 | 259 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,870,610,000 | 112 |
Managed Assets ($) | $3,732,600,000 | 83 |
Personal trust and agency accounts, managed assets | $1,718,809,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $21,807,000 | 137 |
Employee benefit-defined benefit accounts, managed assets | $33,556,000 | 103 |
Other employee benefit and retirement-related accounts, managed assets | $771,982,000 | 43 |
Corporate trust and agency accounts, managed assets | $0 | 68 |
Investment management and investment advisory agency accounts, managed assets | $1,145,564,000 | 80 |
Foundation and endowment trust and agency accounts, managed assets | $40,882,000 | 182 |
Other fiduciary accounts, managed assets | $0 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $771,982,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $138,010,000 | 203 |
Personal trust and agency accounts, non-managed assets | $13,558,000 | 180 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $93,775,000 | 126 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
Other retirement accounts, non-managed assets | $11,864,000 | 152 |
Corporate trust and agency accounts, non-managed assets | $334,000 | 84 |
Investment management and advisory agency accounts, non-managed assets | $18,479,000 | 78 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $54,949,000 | 222 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $11,864,000 | 170 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,921,938,000 | 110 |
Managed Assets ($) | $3,771,987,000 | 80 |
Personal trust and agency accounts, managed assets | $1,760,712,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $21,984,000 | 152 |
Employee benefit-defined benefit accounts, managed assets | $33,848,000 | 108 |
Other employee benefit and retirement-related accounts, managed assets | $771,762,000 | 43 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $1,141,834,000 | 80 |
Foundation and endowment trust and agency accounts, managed assets | $41,847,000 | 193 |
Other fiduciary accounts, managed assets | $0 | 110 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $771,762,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $149,951,000 | 214 |
Personal trust and agency accounts, non-managed assets | $13,229,000 | 203 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $96,049,000 | 133 |
Employee benefit-defined benefit accounts, non-managed Assets | $15,000 | 122 |
Other retirement accounts, non-managed assets | $13,374,000 | 156 |
Corporate trust and agency accounts, non-managed assets | $502,000 | 89 |
Investment management and advisory agency accounts, non-managed assets | $26,782,000 | 75 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 94 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $56,618,000 | 247 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,374,000 | 183 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,792,088,000 | 109 |
Managed Assets ($) | $3,648,334,000 | 77 |
Personal trust and agency accounts, managed assets | $1,732,141,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $21,481,000 | 141 |
Employee benefit-defined benefit accounts, managed assets | $33,116,000 | 105 |
Other employee benefit and retirement-related accounts, managed assets | $743,963,000 | 43 |
Corporate trust and agency accounts, managed assets | $0 | 65 |
Investment management and investment advisory agency accounts, managed assets | $1,076,874,000 | 83 |
Foundation and endowment trust and agency accounts, managed assets | $40,759,000 | 178 |
Other fiduciary accounts, managed assets | $0 | 95 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $743,963,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $143,754,000 | 199 |
Personal trust and agency accounts, non-managed assets | $15,446,000 | 171 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $90,553,000 | 126 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,441,000 | 101 |
Other retirement accounts, non-managed assets | $11,452,000 | 156 |
Corporate trust and agency accounts, non-managed assets | $573,000 | 79 |
Investment management and advisory agency accounts, non-managed assets | $23,289,000 | 70 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
Other fiduciary accounts, non-managed assets | $0 | 81 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $55,477,000 | 226 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $11,452,000 | 175 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,643,749,000 | 111 |
Managed Assets ($) | $3,502,276,000 | 80 |
Personal trust and agency accounts, managed assets | $1,686,060,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $21,801,000 | 164 |
Employee benefit-defined benefit accounts, managed assets | $32,880,000 | 111 |
Other employee benefit and retirement-related accounts, managed assets | $725,976,000 | 43 |
Corporate trust and agency accounts, managed assets | $0 | 149 |
Investment management and investment advisory agency accounts, managed assets | $994,725,000 | 89 |
Foundation and endowment trust and agency accounts, managed assets | $40,834,000 | 198 |
Other fiduciary accounts, managed assets | $0 | 209 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $725,975,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Non-managed Assets ($) | $141,473,000 | 216 |
Personal trust and agency accounts, non-managed assets | $12,171,000 | 240 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $91,449,000 | 134 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,271,000 | 121 |
Other retirement accounts, non-managed assets | $12,888,000 | 201 |
Corporate trust and agency accounts, non-managed assets | $574,000 | 132 |
Investment management and advisory agency accounts, non-managed assets | $22,120,000 | 90 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,321,000 | 410 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $12,888,000 | 246 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,327,495,000 | 110 |
Managed Assets ($) | $3,199,358,000 | 83 |
Personal trust and agency accounts, managed assets | $1,530,202,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $20,408,000 | 137 |
Employee benefit-defined benefit accounts, managed assets | $30,646,000 | 103 |
Other employee benefit and retirement-related accounts, managed assets | $667,653,000 | 42 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $915,662,000 | 89 |
Foundation and endowment trust and agency accounts, managed assets | $34,787,000 | 177 |
Other fiduciary accounts, managed assets | $0 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $667,653,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $128,137,000 | 202 |
Personal trust and agency accounts, non-managed assets | $10,411,000 | 189 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $84,846,000 | 125 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,497,000 | 104 |
Other retirement accounts, non-managed assets | $13,605,000 | 140 |
Corporate trust and agency accounts, non-managed assets | $574,000 | 79 |
Investment management and advisory agency accounts, non-managed assets | $16,204,000 | 82 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 80 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,134,000 | 272 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,605,000 | 161 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,257,821,000 | 109 |
Managed Assets ($) | $3,131,015,000 | 81 |
Personal trust and agency accounts, managed assets | $1,503,422,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $19,791,000 | 156 |
Employee benefit-defined benefit accounts, managed assets | $29,955,000 | 107 |
Other employee benefit and retirement-related accounts, managed assets | $648,637,000 | 43 |
Corporate trust and agency accounts, managed assets | $0 | 77 |
Investment management and investment advisory agency accounts, managed assets | $894,748,000 | 90 |
Foundation and endowment trust and agency accounts, managed assets | $34,462,000 | 191 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $648,637,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $126,806,000 | 216 |
Personal trust and agency accounts, non-managed assets | $10,675,000 | 202 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $83,858,000 | 130 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,614,000 | 109 |
Other retirement accounts, non-managed assets | $13,867,000 | 147 |
Corporate trust and agency accounts, non-managed assets | $572,000 | 90 |
Investment management and advisory agency accounts, non-managed assets | $15,220,000 | 93 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $18,504,000 | 302 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,867,000 | 172 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,046,560,000 | 107 |
Managed Assets ($) | $2,927,809,000 | 80 |
Personal trust and agency accounts, managed assets | $1,404,913,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $18,189,000 | 142 |
Employee benefit-defined benefit accounts, managed assets | $27,431,000 | 105 |
Other employee benefit and retirement-related accounts, managed assets | $585,974,000 | 43 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $859,716,000 | 86 |
Foundation and endowment trust and agency accounts, managed assets | $31,586,000 | 173 |
Other fiduciary accounts, managed assets | $0 | 108 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $585,974,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $118,751,000 | 200 |
Personal trust and agency accounts, non-managed assets | $10,197,000 | 184 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $78,141,000 | 120 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,746,000 | 101 |
Other retirement accounts, non-managed assets | $13,120,000 | 138 |
Corporate trust and agency accounts, non-managed assets | $569,000 | 82 |
Investment management and advisory agency accounts, non-managed assets | $13,978,000 | 81 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
Other fiduciary accounts, non-managed assets | $0 | 88 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $17,575,000 | 274 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,120,000 | 161 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,514,596,000 | 103 |
Managed Assets ($) | $3,308,103,000 | 80 |
Personal trust and agency accounts, managed assets | $1,584,398,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $21,774,000 | 165 |
Employee benefit-defined benefit accounts, managed assets | $31,545,000 | 111 |
Other employee benefit and retirement-related accounts, managed assets | $673,509,000 | 42 |
Corporate trust and agency accounts, managed assets | $0 | 152 |
Investment management and investment advisory agency accounts, managed assets | $960,375,000 | 85 |
Foundation and endowment trust and agency accounts, managed assets | $36,502,000 | 193 |
Other fiduciary accounts, managed assets | $0 | 218 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $673,509,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Non-managed Assets ($) | $206,493,000 | 181 |
Personal trust and agency accounts, non-managed assets | $10,588,000 | 247 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $139,081,000 | 108 |
Employee benefit-defined benefit accounts, non-managed Assets | $10,589,000 | 99 |
Other retirement accounts, non-managed assets | $15,066,000 | 180 |
Corporate trust and agency accounts, non-managed assets | $587,000 | 135 |
Investment management and advisory agency accounts, non-managed assets | $30,582,000 | 74 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
Other fiduciary accounts, non-managed assets | $0 | 165 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $20,878,000 | 386 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $15,066,000 | 218 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,410,706,000 | 105 |
Managed Assets ($) | $3,210,562,000 | 79 |
Personal trust and agency accounts, managed assets | $1,549,639,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $21,081,000 | 140 |
Employee benefit-defined benefit accounts, managed assets | $30,472,000 | 109 |
Other employee benefit and retirement-related accounts, managed assets | $657,802,000 | 41 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $915,859,000 | 85 |
Foundation and endowment trust and agency accounts, managed assets | $35,709,000 | 173 |
Other fiduciary accounts, managed assets | $0 | 109 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $657,802,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $200,144,000 | 174 |
Personal trust and agency accounts, non-managed assets | $10,649,000 | 180 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $134,662,000 | 107 |
Employee benefit-defined benefit accounts, non-managed Assets | $10,298,000 | 97 |
Other retirement accounts, non-managed assets | $14,388,000 | 144 |
Corporate trust and agency accounts, non-managed assets | $585,000 | 84 |
Investment management and advisory agency accounts, non-managed assets | $29,562,000 | 61 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
Other fiduciary accounts, non-managed assets | $0 | 89 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $21,139,000 | 267 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,388,000 | 163 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,396,530,000 | 103 |
Managed Assets ($) | $3,195,074,000 | 78 |
Personal trust and agency accounts, managed assets | $1,539,780,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $27,217,000 | 137 |
Employee benefit-defined benefit accounts, managed assets | $30,555,000 | 108 |
Other employee benefit and retirement-related accounts, managed assets | $664,055,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $896,432,000 | 85 |
Foundation and endowment trust and agency accounts, managed assets | $37,035,000 | 183 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $664,055,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $201,456,000 | 176 |
Personal trust and agency accounts, non-managed assets | $12,231,000 | 183 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $136,585,000 | 109 |
Employee benefit-defined benefit accounts, non-managed Assets | $10,158,000 | 100 |
Other retirement accounts, non-managed assets | $13,038,000 | 157 |
Corporate trust and agency accounts, non-managed assets | $580,000 | 91 |
Investment management and advisory agency accounts, non-managed assets | $28,864,000 | 66 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $21,314,000 | 300 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,038,000 | 180 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,410,517,000 | 103 |
Managed Assets ($) | $3,198,376,000 | 76 |
Personal trust and agency accounts, managed assets | $685,894,000 | 96 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $26,748,000 | 137 |
Employee benefit-defined benefit accounts, managed assets | $33,968,000 | 103 |
Other employee benefit and retirement-related accounts, managed assets | $651,315,000 | 39 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $1,765,273,000 | 58 |
Foundation and endowment trust and agency accounts, managed assets | $35,178,000 | 184 |
Other fiduciary accounts, managed assets | $0 | 130 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $651,315,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $212,141,000 | 169 |
Personal trust and agency accounts, non-managed assets | $12,406,000 | 185 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $137,124,000 | 110 |
Employee benefit-defined benefit accounts, non-managed Assets | $9,828,000 | 102 |
Other retirement accounts, non-managed assets | $11,179,000 | 167 |
Corporate trust and agency accounts, non-managed assets | $572,000 | 89 |
Investment management and advisory agency accounts, non-managed assets | $41,032,000 | 62 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $20,499,000 | 303 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $11,179,000 | 193 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,580,630,000 | 95 |
Managed Assets ($) | $2,994,057,000 | 74 |
Personal trust and agency accounts, managed assets | $997,619,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $38,406,000 | 119 |
Employee benefit-defined benefit accounts, managed assets | $31,864,000 | 106 |
Other employee benefit and retirement-related accounts, managed assets | $592,557,000 | 39 |
Corporate trust and agency accounts, managed assets | $0 | 149 |
Investment management and investment advisory agency accounts, managed assets | $1,333,611,000 | 64 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 224 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $592,557,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
Non-managed Assets ($) | $586,573,000 | 114 |
Personal trust and agency accounts, non-managed assets | $14,134,000 | 223 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $519,040,000 | 57 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,714,000 | 110 |
Other retirement accounts, non-managed assets | $12,680,000 | 199 |
Corporate trust and agency accounts, non-managed assets | $565,000 | 141 |
Investment management and advisory agency accounts, non-managed assets | $31,440,000 | 78 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
Other fiduciary accounts, non-managed assets | $0 | 166 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $55,937,000 | 269 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $12,680,000 | 237 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,845,750,000 | 93 |
Managed Assets ($) | $3,167,896,000 | 75 |
Personal trust and agency accounts, managed assets | $1,051,585,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $41,964,000 | 114 |
Employee benefit-defined benefit accounts, managed assets | $34,203,000 | 105 |
Other employee benefit and retirement-related accounts, managed assets | $636,827,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 79 |
Investment management and investment advisory agency accounts, managed assets | $1,403,317,000 | 65 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 311 |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $636,827,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $677,854,000 | 113 |
Personal trust and agency accounts, non-managed assets | $15,262,000 | 183 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $599,536,000 | 56 |
Employee benefit-defined benefit accounts, non-managed Assets | $9,712,000 | 103 |
Other retirement accounts, non-managed assets | $14,272,000 | 151 |
Corporate trust and agency accounts, non-managed assets | $558,000 | 94 |
Investment management and advisory agency accounts, non-managed assets | $38,514,000 | 67 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $63,195,000 | 220 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,272,000 | 171 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,749,639,000 | 95 |
Managed Assets ($) | $3,099,314,000 | 78 |
Personal trust and agency accounts, managed assets | $1,020,956,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $40,357,000 | 117 |
Employee benefit-defined benefit accounts, managed assets | $33,644,000 | 105 |
Other employee benefit and retirement-related accounts, managed assets | $613,879,000 | 39 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $1,390,478,000 | 63 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $613,879,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $650,325,000 | 113 |
Personal trust and agency accounts, non-managed assets | $16,547,000 | 179 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $579,926,000 | 55 |
Employee benefit-defined benefit accounts, non-managed Assets | $9,193,000 | 105 |
Other retirement accounts, non-managed assets | $13,767,000 | 152 |
Corporate trust and agency accounts, non-managed assets | $556,000 | 96 |
Investment management and advisory agency accounts, non-managed assets | $30,336,000 | 73 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $23,871,000 | 287 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,767,000 | 172 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,770,226,000 | 95 |
Managed Assets ($) | $3,120,969,000 | 76 |
Personal trust and agency accounts, managed assets | $1,015,821,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $40,568,000 | 116 |
Employee benefit-defined benefit accounts, managed assets | $33,799,000 | 106 |
Other employee benefit and retirement-related accounts, managed assets | $619,076,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 81 |
Investment management and investment advisory agency accounts, managed assets | $1,411,705,000 | 63 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $619,076,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $649,257,000 | 111 |
Personal trust and agency accounts, non-managed assets | $17,100,000 | 177 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $582,440,000 | 54 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,945,000 | 105 |
Other retirement accounts, non-managed assets | $13,236,000 | 159 |
Corporate trust and agency accounts, non-managed assets | $555,000 | 97 |
Investment management and advisory agency accounts, non-managed assets | $26,981,000 | 73 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,307,000 | 289 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,236,000 | 175 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,740,404,000 | 96 |
Managed Assets ($) | $3,082,526,000 | 76 |
Personal trust and agency accounts, managed assets | $1,020,522,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $40,207,000 | 125 |
Employee benefit-defined benefit accounts, managed assets | $34,270,000 | 107 |
Other employee benefit and retirement-related accounts, managed assets | $613,941,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 168 |
Investment management and investment advisory agency accounts, managed assets | $1,373,586,000 | 66 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
Other fiduciary accounts, managed assets | $0 | 221 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $613,941,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
Non-managed Assets ($) | $657,878,000 | 112 |
Personal trust and agency accounts, non-managed assets | $18,381,000 | 202 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $570,590,000 | 56 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,999,000 | 110 |
Other retirement accounts, non-managed assets | $11,816,000 | 225 |
Corporate trust and agency accounts, non-managed assets | $555,000 | 153 |
Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
Other fiduciary accounts, non-managed assets | $47,537,000 | 37 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,012,000 | 368 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $11,816,000 | 264 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,656,224,000 | 96 |
Managed Assets ($) | $3,031,021,000 | 76 |
Personal trust and agency accounts, managed assets | $1,011,747,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $40,212,000 | 115 |
Employee benefit-defined benefit accounts, managed assets | $33,418,000 | 108 |
Other employee benefit and retirement-related accounts, managed assets | $589,220,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $1,356,424,000 | 64 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $589,220,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $625,203,000 | 112 |
Personal trust and agency accounts, non-managed assets | $15,839,000 | 176 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $550,748,000 | 56 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,748,000 | 103 |
Other retirement accounts, non-managed assets | $12,540,000 | 164 |
Corporate trust and agency accounts, non-managed assets | $557,000 | 97 |
Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $36,771,000 | 37 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $23,613,000 | 292 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $12,540,000 | 179 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,571,118,000 | 96 |
Managed Assets ($) | $2,964,514,000 | 74 |
Personal trust and agency accounts, managed assets | $981,719,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $38,589,000 | 112 |
Employee benefit-defined benefit accounts, managed assets | $32,760,000 | 107 |
Other employee benefit and retirement-related accounts, managed assets | $568,219,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $1,343,227,000 | 62 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $568,219,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $606,604,000 | 111 |
Personal trust and agency accounts, non-managed assets | $9,117,000 | 202 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $539,083,000 | 55 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,298,000 | 103 |
Other retirement accounts, non-managed assets | $12,922,000 | 158 |
Corporate trust and agency accounts, non-managed assets | $555,000 | 98 |
Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $36,629,000 | 39 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $26,219,000 | 282 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $12,922,000 | 175 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,559,918,000 | 94 |
Managed Assets ($) | $2,902,900,000 | 72 |
Personal trust and agency accounts, managed assets | $959,454,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $38,463,000 | 116 |
Employee benefit-defined benefit accounts, managed assets | $32,707,000 | 104 |
Other employee benefit and retirement-related accounts, managed assets | $557,154,000 | 39 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $1,315,122,000 | 63 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $557,154,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $657,018,000 | 108 |
Personal trust and agency accounts, non-managed assets | $11,700,000 | 197 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $534,246,000 | 56 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,984,000 | 101 |
Other retirement accounts, non-managed assets | $15,372,000 | 140 |
Corporate trust and agency accounts, non-managed assets | $553,000 | 98 |
Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $87,163,000 | 32 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,234,000 | 286 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $15,372,000 | 154 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,444,347,000 | 94 |
Managed Assets ($) | $2,808,158,000 | 71 |
Personal trust and agency accounts, managed assets | $935,927,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $37,574,000 | 126 |
Employee benefit-defined benefit accounts, managed assets | $32,119,000 | 102 |
Other employee benefit and retirement-related accounts, managed assets | $521,876,000 | 39 |
Corporate trust and agency accounts, managed assets | $0 | 178 |
Investment management and investment advisory agency accounts, managed assets | $1,280,662,000 | 62 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 214 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $521,876,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
Non-managed Assets ($) | $636,189,000 | 108 |
Personal trust and agency accounts, non-managed assets | $13,480,000 | 227 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $498,089,000 | 57 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,781,000 | 110 |
Other retirement accounts, non-managed assets | $13,762,000 | 200 |
Corporate trust and agency accounts, non-managed assets | $467,000 | 160 |
Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
Other fiduciary accounts, non-managed assets | $102,610,000 | 33 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,955,000 | 419 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,762,000 | 226 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,347,276,000 | 95 |
Managed Assets ($) | $2,803,279,000 | 70 |
Personal trust and agency accounts, managed assets | $938,397,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $37,204,000 | 120 |
Employee benefit-defined benefit accounts, managed assets | $31,528,000 | 103 |
Other employee benefit and retirement-related accounts, managed assets | $510,068,000 | 37 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $1,286,082,000 | 61 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $510,068,000 | 32 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $543,997,000 | 114 |
Personal trust and agency accounts, non-managed assets | $9,282,000 | 200 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $490,439,000 | 58 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,977,000 | 104 |
Other retirement accounts, non-managed assets | $31,987,000 | 100 |
Corporate trust and agency accounts, non-managed assets | $464,000 | 100 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
Other fiduciary accounts, non-managed assets | $3,848,000 | 57 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $41,635,000 | 246 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $31,987,000 | 104 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,333,690,000 | 96 |
Managed Assets ($) | $2,742,002,000 | 71 |
Personal trust and agency accounts, managed assets | $919,515,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $37,012,000 | 121 |
Employee benefit-defined benefit accounts, managed assets | $30,824,000 | 104 |
Other employee benefit and retirement-related accounts, managed assets | $493,795,000 | 37 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $1,260,856,000 | 60 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $493,795,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $591,688,000 | 110 |
Personal trust and agency accounts, non-managed assets | $11,264,000 | 193 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $473,829,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,670,000 | 105 |
Other retirement accounts, non-managed assets | $94,609,000 | 59 |
Corporate trust and agency accounts, non-managed assets | $464,000 | 103 |
Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
Other fiduciary accounts, non-managed assets | $3,852,000 | 58 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $83,465,000 | 206 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $94,609,000 | 48 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,385,712,000 | 93 |
Managed Assets ($) | $2,697,327,000 | 72 |
Personal trust and agency accounts, managed assets | $934,238,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $36,294,000 | 123 |
Employee benefit-defined benefit accounts, managed assets | $30,466,000 | 106 |
Other employee benefit and retirement-related accounts, managed assets | $480,517,000 | 36 |
Corporate trust and agency accounts, managed assets | $0 | 85 |
Investment management and investment advisory agency accounts, managed assets | $1,215,812,000 | 63 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $480,517,000 | 32 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $688,385,000 | 105 |
Personal trust and agency accounts, non-managed assets | $12,780,000 | 186 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $470,768,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,516,000 | 105 |
Other retirement accounts, non-managed assets | $191,731,000 | 38 |
Corporate trust and agency accounts, non-managed assets | $464,000 | 105 |
Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
Other fiduciary accounts, non-managed assets | $5,126,000 | 53 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $155,871,000 | 173 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $191,731,000 | 34 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,348,266,000 | 94 |
Managed Assets ($) | $2,624,146,000 | 72 |
Personal trust and agency accounts, managed assets | $916,676,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $35,969,000 | 128 |
Employee benefit-defined benefit accounts, managed assets | $30,590,000 | 106 |
Other employee benefit and retirement-related accounts, managed assets | $452,530,000 | 38 |
Corporate trust and agency accounts, managed assets | $0 | 186 |
Investment management and investment advisory agency accounts, managed assets | $1,188,381,000 | 63 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 235 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $452,530,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
Non-managed Assets ($) | $724,120,000 | 102 |
Personal trust and agency accounts, non-managed assets | $15,104,000 | 217 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $451,071,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,582,000 | 114 |
Other retirement accounts, non-managed assets | $244,914,000 | 37 |
Corporate trust and agency accounts, non-managed assets | $487,000 | 160 |
Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
Other fiduciary accounts, non-managed assets | $4,962,000 | 62 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $200,219,000 | 162 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $244,921,000 | 33 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,284,787,000 | 93 |
Managed Assets ($) | $2,585,290,000 | 72 |
Personal trust and agency accounts, managed assets | $896,419,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $35,055,000 | 122 |
Employee benefit-defined benefit accounts, managed assets | $30,138,000 | 106 |
Other employee benefit and retirement-related accounts, managed assets | $438,318,000 | 37 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $1,185,360,000 | 61 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $438,318,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $699,497,000 | 102 |
Personal trust and agency accounts, non-managed assets | $11,459,000 | 187 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $437,037,000 | 62 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,476,000 | 106 |
Other retirement accounts, non-managed assets | $236,405,000 | 37 |
Corporate trust and agency accounts, non-managed assets | $464,000 | 105 |
Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $6,656,000 | 51 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $190,470,000 | 162 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $236,405,000 | 33 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,374,009,000 | 94 |
Managed Assets ($) | $2,641,530,000 | 74 |
Personal trust and agency accounts, managed assets | $927,512,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $36,647,000 | 127 |
Employee benefit-defined benefit accounts, managed assets | $31,539,000 | 105 |
Other employee benefit and retirement-related accounts, managed assets | $442,562,000 | 39 |
Corporate trust and agency accounts, managed assets | $0 | 88 |
Investment management and investment advisory agency accounts, managed assets | $1,203,270,000 | 63 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
Other fiduciary accounts, managed assets | $0 | 132 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $442,562,000 | 34 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $732,479,000 | 104 |
Personal trust and agency accounts, non-managed assets | $15,771,000 | 171 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $460,366,000 | 64 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,772,000 | 110 |
Other retirement accounts, non-managed assets | $243,260,000 | 38 |
Corporate trust and agency accounts, non-managed assets | $728,000 | 98 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
Other fiduciary accounts, non-managed assets | $4,582,000 | 54 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $207,138,000 | 157 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $243,260,000 | 33 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,321,220,000 | 94 |
Managed Assets ($) | $2,603,753,000 | 74 |
Personal trust and agency accounts, managed assets | $919,749,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $35,998,000 | 128 |
Employee benefit-defined benefit accounts, managed assets | $31,329,000 | 109 |
Other employee benefit and retirement-related accounts, managed assets | $428,504,000 | 41 |
Corporate trust and agency accounts, managed assets | $465,000 | 68 |
Investment management and investment advisory agency accounts, managed assets | $1,187,708,000 | 64 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
Other fiduciary accounts, managed assets | $0 | 127 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $428,504,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $717,467,000 | 106 |
Personal trust and agency accounts, non-managed assets | $10,252,000 | 196 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $467,393,000 | 65 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,731,000 | 106 |
Other retirement accounts, non-managed assets | $227,094,000 | 43 |
Corporate trust and agency accounts, non-managed assets | $266,000 | 114 |
Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $4,731,000 | 55 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $195,815,000 | 160 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $227,094,000 | 37 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,156,041,000 | 95 |
Managed Assets ($) | $2,479,458,000 | 74 |
Personal trust and agency accounts, managed assets | $906,449,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $33,865,000 | 144 |
Employee benefit-defined benefit accounts, managed assets | $31,017,000 | 112 |
Other employee benefit and retirement-related accounts, managed assets | $415,470,000 | 42 |
Corporate trust and agency accounts, managed assets | $0 | 189 |
Investment management and investment advisory agency accounts, managed assets | $1,092,657,000 | 67 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 232 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $415,470,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Non-managed Assets ($) | $676,583,000 | 107 |
Personal trust and agency accounts, non-managed assets | $7,376,000 | 288 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $443,934,000 | 63 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,846,000 | 117 |
Other retirement accounts, non-managed assets | $211,817,000 | 40 |
Corporate trust and agency accounts, non-managed assets | $719,000 | 159 |
Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $4,891,000 | 63 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $183,571,000 | 176 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $211,817,000 | 39 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,052,591,000 | 94 |
Managed Assets ($) | $2,409,837,000 | 75 |
Personal trust and agency accounts, managed assets | $920,281,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $32,913,000 | 134 |
Employee benefit-defined benefit accounts, managed assets | $30,285,000 | 109 |
Other employee benefit and retirement-related accounts, managed assets | $402,696,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $1,023,662,000 | 70 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $402,696,000 | 35 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $642,754,000 | 105 |
Personal trust and agency accounts, non-managed assets | $6,702,000 | 213 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $430,150,000 | 63 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,678,000 | 109 |
Other retirement accounts, non-managed assets | $194,990,000 | 38 |
Corporate trust and agency accounts, non-managed assets | $260,000 | 115 |
Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
Other fiduciary accounts, non-managed assets | $2,974,000 | 61 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $172,280,000 | 165 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $194,990,000 | 38 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,022,997,000 | 94 |
Managed Assets ($) | $2,384,906,000 | 79 |
Personal trust and agency accounts, managed assets | $885,090,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $32,581,000 | 136 |
Employee benefit-defined benefit accounts, managed assets | $30,675,000 | 108 |
Other employee benefit and retirement-related accounts, managed assets | $400,071,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $1,036,489,000 | 68 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $400,071,000 | 36 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $638,091,000 | 103 |
Personal trust and agency accounts, non-managed assets | $7,331,000 | 215 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $434,571,000 | 63 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,702,000 | 108 |
Other retirement accounts, non-managed assets | $184,374,000 | 41 |
Corporate trust and agency accounts, non-managed assets | $264,000 | 114 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $3,849,000 | 55 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $155,842,000 | 174 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $184,374,000 | 39 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,942,815,000 | 96 |
Managed Assets ($) | $2,331,183,000 | 80 |
Personal trust and agency accounts, managed assets | $878,390,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $31,480,000 | 141 |
Employee benefit-defined benefit accounts, managed assets | $29,897,000 | 109 |
Other employee benefit and retirement-related accounts, managed assets | $368,416,000 | 41 |
Corporate trust and agency accounts, managed assets | $8,000 | 79 |
Investment management and investment advisory agency accounts, managed assets | $1,022,992,000 | 67 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $368,416,000 | 37 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $611,632,000 | 105 |
Personal trust and agency accounts, non-managed assets | $8,588,000 | 206 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $425,762,000 | 66 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,961,000 | 109 |
Other retirement accounts, non-managed assets | $164,248,000 | 45 |
Corporate trust and agency accounts, non-managed assets | $269,000 | 117 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
Other fiduciary accounts, non-managed assets | $4,804,000 | 55 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $127,707,000 | 184 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $164,248,000 | 43 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,862,382,000 | 97 |
Managed Assets ($) | $2,292,660,000 | 80 |
Personal trust and agency accounts, managed assets | $865,226,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $30,487,000 | 152 |
Employee benefit-defined benefit accounts, managed assets | $29,674,000 | 111 |
Other employee benefit and retirement-related accounts, managed assets | $351,614,000 | 42 |
Corporate trust and agency accounts, managed assets | $8,000 | 187 |
Investment management and investment advisory agency accounts, managed assets | $1,015,651,000 | 68 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $351,614,000 | 38 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $569,722,000 | 113 |
Personal trust and agency accounts, non-managed assets | $9,001,000 | 276 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $401,694,000 | 66 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,689,000 | 117 |
Other retirement accounts, non-managed assets | $142,736,000 | 47 |
Corporate trust and agency accounts, non-managed assets | $270,000 | 181 |
Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $8,332,000 | 53 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $110,315,000 | 211 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $142,736,000 | 51 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 389 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 302 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 360 |
Corporate trust and agency accounts, managed assets | $0 | 89 |
Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 336 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 388 |
Personal trust and agency accounts, non-managed assets | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
Other retirement accounts, non-managed assets | $0 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 138 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 369 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 365 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 136 |
Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 371 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 412 |
Managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, managed assets | $0 | 395 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 367 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other fiduciary accounts, managed assets | $0 | 115 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 329 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $0 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 374 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 334 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,510 |
Fiduciary or related activity | $0 | 1,426 |
Total fiduciary and related assets | $0 | 1,414 |
Managed Assets ($) | $0 | 1,331 |
Personal trust and agency accounts, managed assets | $0 | 1,310 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 530 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 725 |
Corporate trust and agency accounts, managed assets | $0 | 218 |
Investment management and investment advisory agency accounts, managed assets | $0 | 771 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
Other fiduciary accounts, managed assets | $0 | 239 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 633 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
Non-managed Assets ($) | $0 | 1,126 |
Personal trust and agency accounts, non-managed assets | $0 | 842 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 547 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
Other retirement accounts, non-managed assets | $0 | 765 |
Corporate trust and agency accounts, non-managed assets | $0 | 269 |
Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
Other fiduciary accounts, non-managed assets | $0 | 202 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 802 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 776 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,540 |
Fiduciary or related activity | $0 | 1,460 |
Total fiduciary and related assets | $0 | 390 |
Managed Assets ($) | $0 | 378 |
Personal trust and agency accounts, managed assets | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $0 | 344 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 370 |
Personal trust and agency accounts, non-managed assets | $0 | 311 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 126 |
Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 356 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,545 |
Fiduciary or related activity | $0 | 1,466 |
Total fiduciary and related assets | $0 | 393 |
Managed Assets ($) | $0 | 380 |
Personal trust and agency accounts, managed assets | $0 | 380 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $0 | 348 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 319 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 372 |
Personal trust and agency accounts, non-managed assets | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
Other retirement accounts, non-managed assets | $0 | 321 |
Corporate trust and agency accounts, non-managed assets | $0 | 132 |
Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 323 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,544 |
Fiduciary or related activity | $0 | 1,466 |
Total fiduciary and related assets | $0 | 394 |
Managed Assets ($) | $0 | 379 |
Personal trust and agency accounts, managed assets | $0 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 351 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 346 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 371 |
Personal trust and agency accounts, non-managed assets | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
Other retirement accounts, non-managed assets | $0 | 318 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,550 |
Fiduciary or related activity | $0 | 1,476 |
Total fiduciary and related assets | $0 | 1,461 |
Managed Assets ($) | $0 | 1,372 |
Personal trust and agency accounts, managed assets | $0 | 1,340 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 748 |
Corporate trust and agency accounts, managed assets | $0 | 222 |
Investment management and investment advisory agency accounts, managed assets | $0 | 786 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
Other fiduciary accounts, managed assets | $0 | 230 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 652 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $0 | 1,160 |
Personal trust and agency accounts, non-managed assets | $0 | 854 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
Other retirement accounts, non-managed assets | $0 | 778 |
Corporate trust and agency accounts, non-managed assets | $0 | 303 |
Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
Other fiduciary accounts, non-managed assets | $0 | 219 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 826 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 786 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,576 |
Fiduciary or related activity | $0 | 1,500 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other fiduciary accounts, managed assets | $0 | 105 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 320 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 393 |
Personal trust and agency accounts, non-managed assets | $0 | 323 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 369 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,589 |
Fiduciary or related activity | $0 | 1,512 |
Total fiduciary and related assets | $0 | 421 |
Managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, managed assets | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 398 |
Personal trust and agency accounts, non-managed assets | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 325 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 372 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,606 |
Fiduciary or related activity | $0 | 1,531 |
Total fiduciary and related assets | $0 | 427 |
Managed Assets ($) | $0 | 410 |
Personal trust and agency accounts, managed assets | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 94 |
Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 146 |
Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 105 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,631 |
Fiduciary or related activity | $0 | 1,555 |
Total fiduciary and related assets | $0 | 1,537 |
Managed Assets ($) | $0 | 1,439 |
Personal trust and agency accounts, managed assets | $0 | 1,405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 767 |
Corporate trust and agency accounts, managed assets | $0 | 242 |
Investment management and investment advisory agency accounts, managed assets | $0 | 825 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other fiduciary accounts, managed assets | $0 | 255 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
Non-managed Assets ($) | $0 | 1,212 |
Personal trust and agency accounts, non-managed assets | $0 | 894 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
Other retirement accounts, non-managed assets | $0 | 797 |
Corporate trust and agency accounts, non-managed assets | $0 | 324 |
Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
Other fiduciary accounts, non-managed assets | $0 | 232 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 865 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,644 |
Fiduciary or related activity | $0 | 1,565 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 92 |
Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 117 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
Other fiduciary accounts, non-managed assets | $0 | 108 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,653 |
Fiduciary or related activity | $0 | 1,572 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 384 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 350 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 158 |
Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
Other fiduciary accounts, non-managed assets | $0 | 110 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,664 |
Fiduciary or related activity | $0 | 1,585 |
Total fiduciary and related assets | $0 | 419 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 355 |
Corporate trust and agency accounts, managed assets | $0 | 90 |
Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, non-managed assets | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
Other fiduciary accounts, non-managed assets | $0 | 113 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,675 |
Fiduciary or related activity | $0 | 1,593 |
Total fiduciary and related assets | $0 | 1,581 |
Managed Assets ($) | $0 | 1,484 |
Personal trust and agency accounts, managed assets | $0 | 1,441 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 245 |
Investment management and investment advisory agency accounts, managed assets | $0 | 835 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
Other fiduciary accounts, managed assets | $0 | 258 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
Non-managed Assets ($) | $0 | 1,242 |
Personal trust and agency accounts, non-managed assets | $0 | 920 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
Other retirement accounts, non-managed assets | $0 | 806 |
Corporate trust and agency accounts, non-managed assets | $0 | 345 |
Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
Other fiduciary accounts, non-managed assets | $0 | 221 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 878 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,685 |
Fiduciary or related activity | $0 | 1,605 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Personal trust and agency accounts, managed assets | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
Corporate trust and agency accounts, managed assets | $0 | 96 |
Investment management and investment advisory agency accounts, managed assets | $0 | 353 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 385 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 306 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 116 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
Corporate trust and agency accounts, managed assets | $0 | 99 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 391 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 161 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 115 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 373 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
Corporate trust and agency accounts, managed assets | $0 | 98 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 160 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 377 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,723 |
Fiduciary or related activity | $0 | 1,634 |
Total fiduciary and related assets | $0 | 1,618 |
Managed Assets ($) | $0 | 1,519 |
Personal trust and agency accounts, managed assets | $0 | 1,470 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 777 |
Corporate trust and agency accounts, managed assets | $0 | 260 |
Investment management and investment advisory agency accounts, managed assets | $0 | 851 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 281 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,241 |
Personal trust and agency accounts, non-managed assets | $0 | 946 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
Other retirement accounts, non-managed assets | $0 | 811 |
Corporate trust and agency accounts, non-managed assets | $0 | 351 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 874 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,749 |
Fiduciary or related activity | $0 | 1,659 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 375 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 420 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 171 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,767 |
Fiduciary or related activity | $0 | 1,672 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 394 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 426 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 173 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 134 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 400 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,777 |
Fiduciary or related activity | $0 | 1,684 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 388 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 400 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 341 |
Corporate trust and agency accounts, non-managed assets | $0 | 174 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 407 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,786 |
Fiduciary or related activity | $0 | 1,696 |
Total fiduciary and related assets | $0 | 1,685 |
Managed Assets ($) | $0 | 1,581 |
Personal trust and agency accounts, managed assets | $0 | 1,532 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
Corporate trust and agency accounts, managed assets | $0 | 269 |
Investment management and investment advisory agency accounts, managed assets | $0 | 880 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 297 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,291 |
Personal trust and agency accounts, non-managed assets | $0 | 969 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
Other retirement accounts, non-managed assets | $0 | 860 |
Corporate trust and agency accounts, non-managed assets | $0 | 364 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 258 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 908 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,805 |
Fiduciary or related activity | $0 | 1,715 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, managed assets | $0 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 416 |
Personal trust and agency accounts, non-managed assets | $0 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 183 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 392 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,809 |
Fiduciary or related activity | $0 | 1,721 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 186 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 124 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 120 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Total fiduciary and related assets | $0 | 1,730 |
Managed Assets ($) | $0 | 1,624 |
Personal trust and agency accounts, managed assets | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 276 |
Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,321 |
Personal trust and agency accounts, non-managed assets | $0 | 983 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
Other retirement accounts, non-managed assets | $0 | 853 |
Corporate trust and agency accounts, non-managed assets | $0 | 383 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 947 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Personal trust and agency accounts, managed assets | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 408 |
Personal trust and agency accounts, non-managed assets | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 189 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 388 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Personal trust and agency accounts, managed assets | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 106 |
Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 411 |
Personal trust and agency accounts, non-managed assets | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 395 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 422 |
Personal trust and agency accounts, non-managed assets | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 127 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 405 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 1,786 |
Managed Assets ($) | $0 | 1,677 |
Personal trust and agency accounts, managed assets | $0 | 1,621 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
Corporate trust and agency accounts, managed assets | $0 | 299 |
Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,365 |
Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
Other retirement accounts, non-managed assets | $0 | 867 |
Corporate trust and agency accounts, non-managed assets | $0 | 402 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 271 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 966 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 423 |
Personal trust and agency accounts, managed assets | $0 | 409 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 110 |
Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 412 |
Personal trust and agency accounts, non-managed assets | $0 | 337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Personal trust and agency accounts, managed assets | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 114 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 139 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
Other retirement accounts, non-managed assets | $0 | 334 |
Corporate trust and agency accounts, non-managed assets | $0 | 195 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 135 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 116 |
Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 142 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 199 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Total fiduciary and related assets | $0 | 1,810 |
Managed Assets ($) | $0 | 1,698 |
Personal trust and agency accounts, managed assets | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
Corporate trust and agency accounts, managed assets | $0 | 309 |
Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,358 |
Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
Other retirement accounts, non-managed assets | $0 | 862 |
Corporate trust and agency accounts, non-managed assets | $0 | 395 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 281 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 996 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
Other retirement accounts, non-managed assets | $0 | 327 |
Corporate trust and agency accounts, non-managed assets | $0 | 194 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 404 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, managed assets | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 113 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 338 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 409 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 436 |
Personal trust and agency accounts, non-managed assets | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 133 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 416 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Personal trust and agency accounts, managed assets | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,404 |
Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
Other retirement accounts, non-managed assets | $0 | 879 |
Corporate trust and agency accounts, non-managed assets | $0 | 431 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 284 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,022 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Personal trust and agency accounts, managed assets | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
Corporate trust and agency accounts, managed assets | $0 | 121 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 143 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 445 |
Personal trust and agency accounts, non-managed assets | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
Other retirement accounts, non-managed assets | $0 | 350 |
Corporate trust and agency accounts, non-managed assets | $0 | 201 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 151 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 430 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Personal trust and agency accounts, managed assets | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 151 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 447 |
Personal trust and agency accounts, non-managed assets | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 349 |
Corporate trust and agency accounts, non-managed assets | $0 | 205 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 159 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 431 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Personal trust and agency accounts, managed assets | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 156 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 458 |
Personal trust and agency accounts, non-managed assets | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 354 |
Corporate trust and agency accounts, non-managed assets | $0 | 208 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 442 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Personal trust and agency accounts, managed assets | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,452 |
Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
Other retirement accounts, non-managed assets | $0 | 883 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 299 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | $0 | 1,766 |
Personal trust and agency accounts, managed assets | $0 | 1,716 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,377 |
Personal trust and agency accounts, non-managed assets | $0 | 992 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
Other retirement accounts, non-managed assets | $0 | 833 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 295 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 969 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |