2023-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,795,000 | 151 |
Number of Managed Accounts | $1,027,000 | 201 |
Personal Trust and Agency Accounts | $391,000 | 157 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 182 |
Employee Benefit-defined Benefit Accounts | $4,000 | 95 |
Number of other employee benefit and retirement-related accounts | $256,000 | 253 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $346,000 | 169 |
Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 237 |
Other Fiduciary Accounts | $1,000 | 181 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $256,000 | 216 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $768,000 | 75 |
Personal Trust and Agency Accounts | $56,000 | 141 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 140 |
Employee Benefit-defined Benefit Accounts | $1,000 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 480 |
Corporate Trust and Agency Accounts | $689,000 | 68 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 336 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda |
Custody and Safekeeping Accounts | $223,000 | 125 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 538 |
2023-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,794,000 | 146 |
Number of Managed Accounts | $1,048,000 | 190 |
Personal Trust and Agency Accounts | $399,000 | 150 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 160 |
Employee Benefit-defined Benefit Accounts | $4,000 | 86 |
Number of other employee benefit and retirement-related accounts | $265,000 | 216 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $350,000 | 161 |
Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 198 |
Other Fiduciary Accounts | $1,000 | 85 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $265,000 | 181 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $746,000 | 71 |
Personal Trust and Agency Accounts | $50,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 129 |
Employee Benefit-defined Benefit Accounts | $1,000 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 242 |
Corporate Trust and Agency Accounts | $672,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 207 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $214,000 | 109 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 301 |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,765,000 | 151 |
Number of Managed Accounts | $1,027,000 | 191 |
Personal Trust and Agency Accounts | $396,000 | 149 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 173 |
Employee Benefit-defined Benefit Accounts | $4,000 | 87 |
Number of other employee benefit and retirement-related accounts | $255,000 | 242 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $342,000 | 168 |
Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 217 |
Other Fiduciary Accounts | $1,000 | 110 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $255,000 | 205 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $738,000 | 74 |
Personal Trust and Agency Accounts | $50,000 | 125 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,000 | 134 |
Employee Benefit-defined Benefit Accounts | $1,000 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 315 |
Corporate Trust and Agency Accounts | $664,000 | 72 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 261 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Custody and Safekeeping Accounts | $222,000 | 112 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 353 |
2023-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,736,000 | 159 |
Number of Managed Accounts | $1,004,000 | 196 |
Personal Trust and Agency Accounts | $402,000 | 145 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 130 |
Employee Benefit-defined Benefit Accounts | $4,000 | 93 |
Number of other employee benefit and retirement-related accounts | $247,000 | 195 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $323,000 | 173 |
Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 204 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $247,000 | 191 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $732,000 | 75 |
Personal Trust and Agency Accounts | $49,000 | 109 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 134 |
Employee Benefit-defined Benefit Accounts | $1,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 252 |
Corporate Trust and Agency Accounts | $661,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 188 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda |
Custody and Safekeeping Accounts | $244,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 278 |
2022-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,742,000 | 163 |
Number of Managed Accounts | $1,012,000 | 202 |
Personal Trust and Agency Accounts | $414,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 161 |
Employee Benefit-defined Benefit Accounts | $4,000 | 100 |
Number of other employee benefit and retirement-related accounts | $258,000 | 225 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $308,000 | 190 |
Number of foundation and endowment trust and agency accounts, managed assets | $18,000 | 243 |
Other Fiduciary Accounts | $1,000 | 172 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $258,000 | 218 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $730,000 | 79 |
Personal Trust and Agency Accounts | $47,000 | 160 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 153 |
Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 477 |
Corporate Trust and Agency Accounts | $661,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 255 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda |
Custody and Safekeeping Accounts | $240,000 | 123 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 551 |
2022-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,710,000 | 162 |
Number of Managed Accounts | $983,000 | 200 |
Personal Trust and Agency Accounts | $411,000 | 150 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 155 |
Employee Benefit-defined Benefit Accounts | $4,000 | 95 |
Number of other employee benefit and retirement-related accounts | $257,000 | 202 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $286,000 | 196 |
Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 212 |
Other Fiduciary Accounts | $1,000 | 89 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $257,000 | 198 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $727,000 | 72 |
Personal Trust and Agency Accounts | $45,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 139 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 261 |
Corporate Trust and Agency Accounts | $661,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Custody and Safekeeping Accounts | $237,000 | 106 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 285 |
2022-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,675,000 | 146 |
Number of Managed Accounts | $958,000 | 190 |
Personal Trust and Agency Accounts | $400,000 | 134 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 164 |
Employee Benefit-defined Benefit Accounts | $3,000 | 98 |
Number of other employee benefit and retirement-related accounts | $255,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $276,000 | 191 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 222 |
Other Fiduciary Accounts | $1,000 | 102 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $255,000 | 202 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $717,000 | 64 |
Personal Trust and Agency Accounts | $48,000 | 103 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 145 |
Employee Benefit-defined Benefit Accounts | $1,000 | 92 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 288 |
Corporate Trust and Agency Accounts | $650,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 199 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Custody and Safekeeping Accounts | $247,000 | 93 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 324 |
2022-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,674,000 | 147 |
Number of Managed Accounts | $949,000 | 185 |
Personal Trust and Agency Accounts | $399,000 | 130 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 143 |
Employee Benefit-defined Benefit Accounts | $3,000 | 99 |
Number of other employee benefit and retirement-related accounts | $246,000 | 195 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $276,000 | 188 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 200 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $246,000 | 192 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $725,000 | 61 |
Personal Trust and Agency Accounts | $43,000 | 97 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 143 |
Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 238 |
Corporate Trust and Agency Accounts | $664,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 164 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $247,000 | 91 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 265 |
2021-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,689,000 | 150 |
Number of Managed Accounts | $934,000 | 194 |
Personal Trust and Agency Accounts | $399,000 | 140 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 164 |
Employee Benefit-defined Benefit Accounts | $3,000 | 108 |
Number of other employee benefit and retirement-related accounts | $239,000 | 223 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $268,000 | 198 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 240 |
Other Fiduciary Accounts | $1,000 | 173 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $239,000 | 216 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $755,000 | 64 |
Personal Trust and Agency Accounts | $43,000 | 147 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 167 |
Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 453 |
Corporate Trust and Agency Accounts | $694,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 280 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda |
Custody and Safekeeping Accounts | $263,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 524 |
2021-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,644,000 | 151 |
Number of Managed Accounts | $923,000 | 193 |
Personal Trust and Agency Accounts | $404,000 | 135 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 141 |
Employee Benefit-defined Benefit Accounts | $4,000 | 92 |
Number of other employee benefit and retirement-related accounts | $215,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $274,000 | 183 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 195 |
Other Fiduciary Accounts | $1,000 | 83 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $215,000 | 202 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $721,000 | 62 |
Personal Trust and Agency Accounts | $25,000 | 123 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 154 |
Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 236 |
Corporate Trust and Agency Accounts | $680,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 160 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda |
Custody and Safekeeping Accounts | $251,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 257 |
2021-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,638,000 | 154 |
Number of Managed Accounts | $910,000 | 203 |
Personal Trust and Agency Accounts | $405,000 | 138 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 153 |
Employee Benefit-defined Benefit Accounts | $4,000 | 93 |
Number of other employee benefit and retirement-related accounts | $213,000 | 225 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $262,000 | 194 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 215 |
Other Fiduciary Accounts | $1,000 | 91 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $213,000 | 221 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $728,000 | 64 |
Personal Trust and Agency Accounts | $29,000 | 132 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 170 |
Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 275 |
Corporate Trust and Agency Accounts | $683,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 192 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $260,000 | 93 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 307 |
2021-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,847,000 | 140 |
Number of Managed Accounts | $917,000 | 199 |
Personal Trust and Agency Accounts | $411,000 | 133 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 148 |
Employee Benefit-defined Benefit Accounts | $4,000 | 92 |
Number of other employee benefit and retirement-related accounts | $214,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $262,000 | 190 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 194 |
Other Fiduciary Accounts | $1,000 | 82 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $214,000 | 203 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $930,000 | 57 |
Personal Trust and Agency Accounts | $29,000 | 120 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 151 |
Employee Benefit-defined Benefit Accounts | $1,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $204,000 | 41 |
Corporate Trust and Agency Accounts | $685,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 162 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $262,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $204,000 | 54 |
2020-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,830,000 | 142 |
Number of Managed Accounts | $913,000 | 203 |
Personal Trust and Agency Accounts | $412,000 | 141 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 169 |
Employee Benefit-defined Benefit Accounts | $4,000 | 97 |
Number of other employee benefit and retirement-related accounts | $214,000 | 231 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $257,000 | 198 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 234 |
Other Fiduciary Accounts | $1,000 | 159 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $214,000 | 226 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $917,000 | 63 |
Personal Trust and Agency Accounts | $31,000 | 176 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 177 |
Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $204,000 | 54 |
Corporate Trust and Agency Accounts | $670,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 291 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda |
Custody and Safekeeping Accounts | $257,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $204,000 | 76 |
2020-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,832,000 | 138 |
Number of Managed Accounts | $920,000 | 194 |
Personal Trust and Agency Accounts | $412,000 | 132 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 131 |
Employee Benefit-defined Benefit Accounts | $4,000 | 91 |
Number of other employee benefit and retirement-related accounts | $224,000 | 203 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $252,000 | 192 |
Number of foundation and endowment trust and agency accounts, managed assets | $16,000 | 197 |
Other Fiduciary Accounts | $1,000 | 84 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $224,000 | 198 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $912,000 | 59 |
Personal Trust and Agency Accounts | $32,000 | 113 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 156 |
Employee Benefit-defined Benefit Accounts | $1,000 | 97 |
Number non-managed other employee benefit and retirement-related accounts | $206,000 | 41 |
Corporate Trust and Agency Accounts | $663,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $259,000 | 84 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $206,000 | 55 |
2020-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,810,000 | 142 |
Number of Managed Accounts | $908,000 | 201 |
Personal Trust and Agency Accounts | $411,000 | 136 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 143 |
Employee Benefit-defined Benefit Accounts | $4,000 | 95 |
Number of other employee benefit and retirement-related accounts | $213,000 | 221 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $253,000 | 198 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 214 |
Other Fiduciary Accounts | $1,000 | 96 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $213,000 | 214 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $902,000 | 61 |
Personal Trust and Agency Accounts | $29,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 178 |
Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $206,000 | 44 |
Corporate Trust and Agency Accounts | $656,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 201 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $252,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $206,000 | 62 |
2020-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 139 |
Number of Managed Accounts | $921,000 | 190 |
Personal Trust and Agency Accounts | $422,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 132 |
Employee Benefit-defined Benefit Accounts | $4,000 | 92 |
Number of other employee benefit and retirement-related accounts | $215,000 | 207 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $251,000 | 188 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 195 |
Other Fiduciary Accounts | $2,000 | 83 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $215,000 | 202 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $906,000 | 62 |
Personal Trust and Agency Accounts | $28,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 158 |
Employee Benefit-defined Benefit Accounts | $1,000 | 95 |
Number non-managed other employee benefit and retirement-related accounts | $205,000 | 43 |
Corporate Trust and Agency Accounts | $662,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $268,000 | 87 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $205,000 | 60 |
2019-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,814,000 | 146 |
Number of Managed Accounts | $915,000 | 201 |
Personal Trust and Agency Accounts | $420,000 | 137 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 157 |
Employee Benefit-defined Benefit Accounts | $4,000 | 103 |
Number of other employee benefit and retirement-related accounts | $211,000 | 233 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $252,000 | 198 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 234 |
Other Fiduciary Accounts | $2,000 | 144 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $211,000 | 224 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $899,000 | 68 |
Personal Trust and Agency Accounts | $28,000 | 194 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 185 |
Employee Benefit-defined Benefit Accounts | $1,000 | 112 |
Number non-managed other employee benefit and retirement-related accounts | $205,000 | 57 |
Corporate Trust and Agency Accounts | $654,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 292 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda |
Custody and Safekeeping Accounts | $240,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $205,000 | 79 |
2019-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,811,000 | 144 |
Number of Managed Accounts | $908,000 | 195 |
Personal Trust and Agency Accounts | $416,000 | 131 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 138 |
Employee Benefit-defined Benefit Accounts | $3,000 | 109 |
Number of other employee benefit and retirement-related accounts | $216,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $245,000 | 191 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 195 |
Other Fiduciary Accounts | $2,000 | 84 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $216,000 | 200 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $903,000 | 67 |
Personal Trust and Agency Accounts | $32,000 | 107 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 164 |
Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
Number non-managed other employee benefit and retirement-related accounts | $205,000 | 44 |
Corporate Trust and Agency Accounts | $654,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 166 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $247,000 | 92 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $205,000 | 56 |
2019-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 145 |
Number of Managed Accounts | $919,000 | 194 |
Personal Trust and Agency Accounts | $434,000 | 131 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 134 |
Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
Number of other employee benefit and retirement-related accounts | $210,000 | 218 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $240,000 | 194 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 204 |
Other Fiduciary Accounts | $4,000 | 71 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $210,000 | 212 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $908,000 | 68 |
Personal Trust and Agency Accounts | $29,000 | 119 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 168 |
Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $204,000 | 48 |
Corporate Trust and Agency Accounts | $662,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $251,000 | 95 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $204,000 | 63 |
2019-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 145 |
Number of Managed Accounts | $933,000 | 195 |
Personal Trust and Agency Accounts | $451,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 153 |
Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
Number of other employee benefit and retirement-related accounts | $209,000 | 215 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $241,000 | 195 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 204 |
Other Fiduciary Accounts | $4,000 | 75 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $209,000 | 212 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $894,000 | 70 |
Personal Trust and Agency Accounts | $22,000 | 143 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 181 |
Employee Benefit-defined Benefit Accounts | $1,000 | 104 |
Number non-managed other employee benefit and retirement-related accounts | $202,000 | 50 |
Corporate Trust and Agency Accounts | $659,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $242,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $202,000 | 63 |
2018-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,804,000 | 143 |
Number of Managed Accounts | $915,000 | 197 |
Personal Trust and Agency Accounts | $452,000 | 132 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 168 |
Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
Number of other employee benefit and retirement-related accounts | $200,000 | 238 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $233,000 | 199 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 232 |
Other Fiduciary Accounts | $2,000 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $200,000 | 228 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $889,000 | 73 |
Personal Trust and Agency Accounts | $19,000 | 256 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 199 |
Employee Benefit-defined Benefit Accounts | $1,000 | 114 |
Number non-managed other employee benefit and retirement-related accounts | $203,000 | 59 |
Corporate Trust and Agency Accounts | $651,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 177 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda |
Custody and Safekeeping Accounts | $244,000 | 109 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $203,000 | 83 |
2018-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,793,000 | 140 |
Number of Managed Accounts | $926,000 | 192 |
Personal Trust and Agency Accounts | $460,000 | 125 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 157 |
Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
Number of other employee benefit and retirement-related accounts | $201,000 | 217 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $234,000 | 196 |
Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 204 |
Other Fiduciary Accounts | $4,000 | 72 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $201,000 | 210 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $867,000 | 68 |
Personal Trust and Agency Accounts | $16,000 | 167 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 182 |
Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
Number non-managed other employee benefit and retirement-related accounts | $196,000 | 47 |
Corporate Trust and Agency Accounts | $639,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 127 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $259,000 | 93 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $196,000 | 66 |
2018-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,819,000 | 138 |
Number of Managed Accounts | $969,000 | 186 |
Personal Trust and Agency Accounts | $501,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 163 |
Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
Number of other employee benefit and retirement-related accounts | $196,000 | 220 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $250,000 | 192 |
Number of foundation and endowment trust and agency accounts, managed assets | $6,000 | 253 |
Other Fiduciary Accounts | $3,000 | 83 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $196,000 | 215 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $850,000 | 69 |
Personal Trust and Agency Accounts | $14,000 | 173 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 183 |
Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
Number non-managed other employee benefit and retirement-related accounts | $196,000 | 48 |
Corporate Trust and Agency Accounts | $625,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 129 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $252,000 | 94 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $196,000 | 66 |
2018-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,819,000 | 139 |
Number of Managed Accounts | $952,000 | 189 |
Personal Trust and Agency Accounts | $499,000 | 117 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 161 |
Employee Benefit-defined Benefit Accounts | $3,000 | 117 |
Number of other employee benefit and retirement-related accounts | $190,000 | 222 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $242,000 | 192 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 262 |
Other Fiduciary Accounts | $3,000 | 83 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $190,000 | 214 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $867,000 | 69 |
Personal Trust and Agency Accounts | $16,000 | 168 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 169 |
Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
Number non-managed other employee benefit and retirement-related accounts | $196,000 | 50 |
Corporate Trust and Agency Accounts | $638,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 131 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $259,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $196,000 | 66 |
2017-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,822,000 | 140 |
Number of Managed Accounts | $947,000 | 190 |
Personal Trust and Agency Accounts | $509,000 | 119 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 165 |
Employee Benefit-defined Benefit Accounts | $2,000 | 150 |
Number of other employee benefit and retirement-related accounts | $183,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $233,000 | 199 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 336 |
Other Fiduciary Accounts | $3,000 | 131 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $183,000 | 235 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $875,000 | 74 |
Personal Trust and Agency Accounts | $18,000 | 268 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 193 |
Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
Number non-managed other employee benefit and retirement-related accounts | $193,000 | 65 |
Corporate Trust and Agency Accounts | $647,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda |
Custody and Safekeeping Accounts | $255,000 | 104 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $193,000 | 87 |
2017-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,808,000 | 140 |
Number of Managed Accounts | $928,000 | 191 |
Personal Trust and Agency Accounts | $498,000 | 117 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 148 |
Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
Number of other employee benefit and retirement-related accounts | $179,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $230,000 | 196 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 257 |
Other Fiduciary Accounts | $1,000 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $179,000 | 220 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $880,000 | 67 |
Personal Trust and Agency Accounts | $13,000 | 176 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 181 |
Employee Benefit-defined Benefit Accounts | $2,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $190,000 | 49 |
Corporate Trust and Agency Accounts | $661,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 128 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $249,000 | 95 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $190,000 | 66 |
2017-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,774,000 | 138 |
Number of Managed Accounts | $898,000 | 195 |
Personal Trust and Agency Accounts | $476,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 150 |
Employee Benefit-defined Benefit Accounts | $2,000 | 135 |
Number of other employee benefit and retirement-related accounts | $172,000 | 232 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $227,000 | 194 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 256 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $172,000 | 224 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $876,000 | 66 |
Personal Trust and Agency Accounts | $17,000 | 160 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 173 |
Employee Benefit-defined Benefit Accounts | $2,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $193,000 | 49 |
Corporate Trust and Agency Accounts | $649,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 130 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $252,000 | 91 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $193,000 | 65 |
2017-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,791,000 | 133 |
Number of Managed Accounts | $897,000 | 194 |
Personal Trust and Agency Accounts | $479,000 | 123 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 157 |
Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
Number of other employee benefit and retirement-related accounts | $165,000 | 235 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $228,000 | 197 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 261 |
Other Fiduciary Accounts | $6,000 | 63 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 228 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $894,000 | 65 |
Personal Trust and Agency Accounts | $20,000 | 151 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 170 |
Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $197,000 | 49 |
Corporate Trust and Agency Accounts | $659,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 119 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $236,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $197,000 | 66 |
2016-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,798,000 | 135 |
Number of Managed Accounts | $901,000 | 189 |
Personal Trust and Agency Accounts | $478,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 165 |
Employee Benefit-defined Benefit Accounts | $2,000 | 151 |
Number of other employee benefit and retirement-related accounts | $173,000 | 244 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $221,000 | 203 |
Number of foundation and endowment trust and agency accounts, managed assets | $6,000 | 320 |
Other Fiduciary Accounts | $8,000 | 82 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $173,000 | 230 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $897,000 | 68 |
Personal Trust and Agency Accounts | $15,000 | 302 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 194 |
Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $194,000 | 68 |
Corporate Trust and Agency Accounts | $669,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 172 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda |
Custody and Safekeeping Accounts | $233,000 | 110 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $194,000 | 91 |
2016-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,889,000 | 124 |
Number of Managed Accounts | $901,000 | 187 |
Personal Trust and Agency Accounts | $495,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 153 |
Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
Number of other employee benefit and retirement-related accounts | $171,000 | 226 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $206,000 | 205 |
Number of foundation and endowment trust and agency accounts, managed assets | $6,000 | 247 |
Other Fiduciary Accounts | $9,000 | 48 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $171,000 | 215 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $988,000 | 63 |
Personal Trust and Agency Accounts | $16,000 | 175 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $101,000 | 61 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $194,000 | 54 |
Corporate Trust and Agency Accounts | $667,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 116 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $238,000 | 100 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $194,000 | 70 |
2016-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,870,000 | 126 |
Number of Managed Accounts | $880,000 | 193 |
Personal Trust and Agency Accounts | $482,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 153 |
Employee Benefit-defined Benefit Accounts | $1,000 | 163 |
Number of other employee benefit and retirement-related accounts | $171,000 | 226 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $199,000 | 210 |
Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 240 |
Other Fiduciary Accounts | $7,000 | 64 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $171,000 | 216 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $990,000 | 62 |
Personal Trust and Agency Accounts | $12,000 | 188 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $101,000 | 63 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $199,000 | 52 |
Corporate Trust and Agency Accounts | $669,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 126 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 114 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $227,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $199,000 | 67 |
2016-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,911,000 | 126 |
Number of Managed Accounts | $897,000 | 186 |
Personal Trust and Agency Accounts | $509,000 | 114 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 145 |
Employee Benefit-defined Benefit Accounts | $1,000 | 162 |
Number of other employee benefit and retirement-related accounts | $163,000 | 230 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $194,000 | 211 |
Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 241 |
Other Fiduciary Accounts | $7,000 | 67 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $163,000 | 216 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,014,000 | 63 |
Personal Trust and Agency Accounts | $13,000 | 184 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $108,000 | 62 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $200,000 | 55 |
Corporate Trust and Agency Accounts | $683,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 119 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 117 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $224,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $200,000 | 68 |
2015-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,879,000 | 129 |
Number of Managed Accounts | $876,000 | 192 |
Personal Trust and Agency Accounts | $508,000 | 114 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 158 |
Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
Number of other employee benefit and retirement-related accounts | $152,000 | 256 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $187,000 | 222 |
Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 303 |
Other Fiduciary Accounts | $6,000 | 101 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $152,000 | 240 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $1,003,000 | 66 |
Personal Trust and Agency Accounts | $11,000 | 357 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $104,000 | 67 |
Employee Benefit-defined Benefit Accounts | $3,000 | 82 |
Number non-managed other employee benefit and retirement-related accounts | $201,000 | 69 |
Corporate Trust and Agency Accounts | $677,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 173 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 138 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda |
Custody and Safekeeping Accounts | $216,000 | 124 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $201,000 | 91 |
2015-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,864,000 | 126 |
Number of Managed Accounts | $864,000 | 190 |
Personal Trust and Agency Accounts | $510,000 | 111 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $14,000 | 151 |
Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
Number of other employee benefit and retirement-related accounts | $147,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $179,000 | 225 |
Number of foundation and endowment trust and agency accounts, managed assets | $7,000 | 243 |
Other Fiduciary Accounts | $6,000 | 69 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $147,000 | 225 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,000,000 | 63 |
Personal Trust and Agency Accounts | $6,000 | 227 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $103,000 | 63 |
Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $200,000 | 51 |
Corporate Trust and Agency Accounts | $681,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $168,000 | 123 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $200,000 | 69 |
2015-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,836,000 | 132 |
Number of Managed Accounts | $826,000 | 201 |
Personal Trust and Agency Accounts | $481,000 | 123 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 159 |
Employee Benefit-defined Benefit Accounts | $1,000 | 164 |
Number of other employee benefit and retirement-related accounts | $147,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $167,000 | 232 |
Number of foundation and endowment trust and agency accounts, managed assets | $12,000 | 211 |
Other Fiduciary Accounts | $5,000 | 76 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $147,000 | 223 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,010,000 | 62 |
Personal Trust and Agency Accounts | $6,000 | 227 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $108,000 | 63 |
Employee Benefit-defined Benefit Accounts | $3,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $199,000 | 51 |
Corporate Trust and Agency Accounts | $686,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 102 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda |
Custody and Safekeeping Accounts | $171,000 | 123 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $199,000 | 66 |
2015-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,800,000 | 131 |
Number of Managed Accounts | $818,000 | 197 |
Personal Trust and Agency Accounts | $480,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 166 |
Employee Benefit-defined Benefit Accounts | $1,000 | 165 |
Number of other employee benefit and retirement-related accounts | $147,000 | 234 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $159,000 | 238 |
Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 231 |
Other Fiduciary Accounts | $10,000 | 53 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $147,000 | 219 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $982,000 | 64 |
Personal Trust and Agency Accounts | $6,000 | 230 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $105,000 | 66 |
Employee Benefit-defined Benefit Accounts | $5,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $199,000 | 55 |
Corporate Trust and Agency Accounts | $665,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda |
Custody and Safekeeping Accounts | $158,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $199,000 | 70 |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,614,000 | 143 |
Number of Managed Accounts | $797,000 | 204 |
Personal Trust and Agency Accounts | $470,000 | 128 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 183 |
Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
Number of other employee benefit and retirement-related accounts | $144,000 | 260 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $155,000 | 255 |
Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 267 |
Other Fiduciary Accounts | $5,000 | 103 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $144,000 | 242 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $817,000 | 76 |
Personal Trust and Agency Accounts | $5,000 | 488 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $102,000 | 71 |
Employee Benefit-defined Benefit Accounts | $5,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $29,000 | 307 |
Corporate Trust and Agency Accounts | $674,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 116 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda |
Custody and Safekeeping Accounts | $165,000 | 147 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 370 |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,591,000 | 142 |
Number of Managed Accounts | $786,000 | 202 |
Personal Trust and Agency Accounts | $470,000 | 126 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 171 |
Employee Benefit-defined Benefit Accounts | $1,000 | 172 |
Number of other employee benefit and retirement-related accounts | $140,000 | 235 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $148,000 | 242 |
Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 221 |
Other Fiduciary Accounts | $5,000 | 66 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $140,000 | 219 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $805,000 | 73 |
Personal Trust and Agency Accounts | $3,000 | 261 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $97,000 | 65 |
Employee Benefit-defined Benefit Accounts | $5,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $31,000 | 160 |
Corporate Trust and Agency Accounts | $669,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $143,000 | 133 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 193 |
2014-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,642,000 | 135 |
Number of Managed Accounts | $835,000 | 195 |
Personal Trust and Agency Accounts | $517,000 | 108 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 159 |
Employee Benefit-defined Benefit Accounts | $1,000 | 171 |
Number of other employee benefit and retirement-related accounts | $130,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $155,000 | 239 |
Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 221 |
Other Fiduciary Accounts | $7,000 | 59 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $130,000 | 222 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $807,000 | 74 |
Personal Trust and Agency Accounts | $5,000 | 239 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $101,000 | 64 |
Employee Benefit-defined Benefit Accounts | $5,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $31,000 | 159 |
Corporate Trust and Agency Accounts | $662,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $3,000 | 81 |
Memoranda |
Custody and Safekeeping Accounts | $128,000 | 143 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 190 |
2014-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,549,000 | 144 |
Number of Managed Accounts | $743,000 | 209 |
Personal Trust and Agency Accounts | $444,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $14,000 | 163 |
Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
Number of other employee benefit and retirement-related accounts | $127,000 | 238 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $142,000 | 245 |
Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 216 |
Other Fiduciary Accounts | $5,000 | 67 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $127,000 | 223 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $806,000 | 76 |
Personal Trust and Agency Accounts | $3,000 | 265 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $100,000 | 67 |
Employee Benefit-defined Benefit Accounts | $5,000 | 66 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 163 |
Corporate Trust and Agency Accounts | $666,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $108,000 | 154 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 197 |
2013-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,531,000 | 148 |
Number of Managed Accounts | $707,000 | 225 |
Personal Trust and Agency Accounts | $422,000 | 138 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 192 |
Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
Number of other employee benefit and retirement-related accounts | $119,000 | 274 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $132,000 | 275 |
Number of foundation and endowment trust and agency accounts, managed assets | $17,000 | 206 |
Other Fiduciary Accounts | $5,000 | 104 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $119,000 | 252 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $824,000 | 83 |
Personal Trust and Agency Accounts | $3,000 | 581 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $93,000 | 77 |
Employee Benefit-defined Benefit Accounts | $5,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 290 |
Corporate Trust and Agency Accounts | $691,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda |
Custody and Safekeeping Accounts | $102,000 | 207 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 354 |
2013-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,528,000 | 143 |
Number of Managed Accounts | $714,000 | 209 |
Personal Trust and Agency Accounts | $423,000 | 130 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 170 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $112,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $133,000 | 246 |
Number of foundation and endowment trust and agency accounts, managed assets | $19,000 | 172 |
Other Fiduciary Accounts | $5,000 | 65 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $112,000 | 220 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $814,000 | 75 |
Personal Trust and Agency Accounts | $3,000 | 260 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $83,000 | 77 |
Employee Benefit-defined Benefit Accounts | $19,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 161 |
Corporate Trust and Agency Accounts | $677,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $109,000 | 152 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 196 |
2013-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,333,000 | 162 |
Number of Managed Accounts | $501,000 | 262 |
Personal Trust and Agency Accounts | $253,000 | 194 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $18,000 | 141 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $93,000 | 251 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $137,000 | 239 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $93,000 | 233 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $832,000 | 75 |
Personal Trust and Agency Accounts | $1,000 | 304 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 239 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $117,000 | 81 |
Corporate Trust and Agency Accounts | $706,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 120 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $113,000 | 148 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 100 |
2013-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,338,000 | 164 |
Number of Managed Accounts | $515,000 | 260 |
Personal Trust and Agency Accounts | $263,000 | 194 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 160 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $100,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $136,000 | 238 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $100,000 | 229 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $823,000 | 76 |
Personal Trust and Agency Accounts | $1,000 | 309 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 244 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $113,000 | 91 |
Corporate Trust and Agency Accounts | $701,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 120 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $109,000 | 150 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 107 |
2012-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 169 |
Number of Managed Accounts | $519,000 | 275 |
Personal Trust and Agency Accounts | $265,000 | 205 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,000 | 256 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $109,000 | 278 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $138,000 | 265 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
Other Fiduciary Accounts | $1,000 | 192 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $109,000 | 253 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $846,000 | 80 |
Personal Trust and Agency Accounts | $1,000 | 740 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 204 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $90,000 | 167 |
Corporate Trust and Agency Accounts | $733,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda |
Custody and Safekeeping Accounts | $113,000 | 207 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 206 |
2012-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 161 |
Number of Managed Accounts | $504,000 | 257 |
Personal Trust and Agency Accounts | $253,000 | 201 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,000 | 203 |
Employee Benefit-defined Benefit Accounts | $0 | 212 |
Number of other employee benefit and retirement-related accounts | $106,000 | 233 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $138,000 | 233 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $1,000 | 92 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $106,000 | 213 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $825,000 | 74 |
Personal Trust and Agency Accounts | $2,000 | 272 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 167 |
Employee Benefit-defined Benefit Accounts | $0 | 147 |
Number non-managed other employee benefit and retirement-related accounts | $85,000 | 98 |
Corporate Trust and Agency Accounts | $711,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $107,000 | 151 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $85,000 | 118 |
2012-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,345,000 | 154 |
Number of Managed Accounts | $501,000 | 252 |
Personal Trust and Agency Accounts | $272,000 | 190 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 200 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $103,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 245 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $1,000 | 95 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $103,000 | 216 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $844,000 | 71 |
Personal Trust and Agency Accounts | $2,000 | 280 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 168 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $80,000 | 105 |
Corporate Trust and Agency Accounts | $732,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 78 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $109,000 | 156 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 123 |
2012-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 155 |
Number of Managed Accounts | $487,000 | 253 |
Personal Trust and Agency Accounts | $260,000 | 196 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 201 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number of other employee benefit and retirement-related accounts | $101,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $117,000 | 246 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other Fiduciary Accounts | $2,000 | 79 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $101,000 | 216 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $842,000 | 71 |
Personal Trust and Agency Accounts | $2,000 | 277 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 167 |
Employee Benefit-defined Benefit Accounts | $0 | 149 |
Number non-managed other employee benefit and retirement-related accounts | $73,000 | 112 |
Corporate Trust and Agency Accounts | $739,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 86 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $45,000 | 239 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 131 |
2011-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,341,000 | 159 |
Number of Managed Accounts | $481,000 | 278 |
Personal Trust and Agency Accounts | $260,000 | 212 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 246 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $102,000 | 281 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $101,000 | 311 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other Fiduciary Accounts | $11,000 | 64 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $102,000 | 261 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $860,000 | 77 |
Personal Trust and Agency Accounts | $2,000 | 662 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 201 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $73,000 | 191 |
Corporate Trust and Agency Accounts | $757,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $12,000 | 93 |
Memoranda |
Custody and Safekeeping Accounts | $92,000 | 237 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 230 |
2011-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,295,000 | 157 |
Number of Managed Accounts | $467,000 | 256 |
Personal Trust and Agency Accounts | $261,000 | 196 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 203 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $97,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $97,000 | 263 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $5,000 | 59 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $97,000 | 218 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $828,000 | 70 |
Personal Trust and Agency Accounts | $2,000 | 288 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $18,000 | 161 |
Employee Benefit-defined Benefit Accounts | $0 | 153 |
Number non-managed other employee benefit and retirement-related accounts | $72,000 | 112 |
Corporate Trust and Agency Accounts | $730,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $6,000 | 69 |
Memoranda |
Custody and Safekeeping Accounts | $109,000 | 151 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 128 |
2011-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,275,000 | 162 |
Number of Managed Accounts | $448,000 | 263 |
Personal Trust and Agency Accounts | $253,000 | 200 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 205 |
Employee Benefit-defined Benefit Accounts | $0 | 223 |
Number of other employee benefit and retirement-related accounts | $94,000 | 241 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $91,000 | 271 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $3,000 | 68 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 218 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $827,000 | 75 |
Personal Trust and Agency Accounts | $2,000 | 283 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,000 | 166 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $68,000 | 117 |
Corporate Trust and Agency Accounts | $733,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $7,000 | 68 |
Memoranda |
Custody and Safekeeping Accounts | $104,000 | 151 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 131 |
2011-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,268,000 | 161 |
Number of Managed Accounts | $450,000 | 266 |
Personal Trust and Agency Accounts | $248,000 | 203 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 207 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $96,000 | 237 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 268 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
Other Fiduciary Accounts | $3,000 | 66 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 207 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $818,000 | 76 |
Personal Trust and Agency Accounts | $2,000 | 289 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 174 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $68,000 | 118 |
Corporate Trust and Agency Accounts | $725,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $7,000 | 72 |
Memoranda |
Custody and Safekeeping Accounts | $100,000 | 163 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 130 |
2010-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,298,000 | 170 |
Number of Managed Accounts | $451,000 | 301 |
Personal Trust and Agency Accounts | $239,000 | 235 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 265 |
Employee Benefit-defined Benefit Accounts | $0 | 357 |
Number of other employee benefit and retirement-related accounts | $102,000 | 283 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $99,000 | 316 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
Other Fiduciary Accounts | $3,000 | 140 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $102,000 | 250 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $847,000 | 86 |
Personal Trust and Agency Accounts | $2,000 | 702 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 214 |
Employee Benefit-defined Benefit Accounts | $0 | 217 |
Number non-managed other employee benefit and retirement-related accounts | $62,000 | 220 |
Corporate Trust and Agency Accounts | $759,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $8,000 | 124 |
Memoranda |
Custody and Safekeeping Accounts | $109,000 | 218 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 255 |
2010-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,273,000 | 161 |
Number of Managed Accounts | $452,000 | 257 |
Personal Trust and Agency Accounts | $234,000 | 214 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 148 |
Employee Benefit-defined Benefit Accounts | $0 | 232 |
Number of other employee benefit and retirement-related accounts | $96,000 | 228 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $102,000 | 249 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other Fiduciary Accounts | $4,000 | 66 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 199 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $821,000 | 78 |
Personal Trust and Agency Accounts | $2,000 | 290 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 170 |
Employee Benefit-defined Benefit Accounts | $0 | 151 |
Number non-managed other employee benefit and retirement-related accounts | $57,000 | 130 |
Corporate Trust and Agency Accounts | $740,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $7,000 | 75 |
Memoranda |
Custody and Safekeeping Accounts | $107,000 | 152 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 140 |
2010-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,272,000 | 161 |
Number of Managed Accounts | $462,000 | 255 |
Personal Trust and Agency Accounts | $227,000 | 221 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 151 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $104,000 | 218 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $111,000 | 241 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $5,000 | 64 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $104,000 | 188 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $810,000 | 79 |
Personal Trust and Agency Accounts | $2,000 | 289 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 172 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $53,000 | 132 |
Corporate Trust and Agency Accounts | $728,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $11,000 | 67 |
Memoranda |
Custody and Safekeeping Accounts | $107,000 | 153 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $53,000 | 141 |
2010-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,279,000 | 163 |
Number of Managed Accounts | $453,000 | 262 |
Personal Trust and Agency Accounts | $219,000 | 228 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 192 |
Employee Benefit-defined Benefit Accounts | $8,000 | 86 |
Number of other employee benefit and retirement-related accounts | $99,000 | 221 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $113,000 | 243 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
Other Fiduciary Accounts | $5,000 | 63 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $99,000 | 189 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $826,000 | 80 |
Personal Trust and Agency Accounts | $1,000 | 321 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 169 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 137 |
Corporate Trust and Agency Accounts | $756,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $10,000 | 73 |
Memoranda |
Custody and Safekeeping Accounts | $111,000 | 155 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 157 |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 176 |
Number of Managed Accounts | $441,000 | 307 |
Personal Trust and Agency Accounts | $214,000 | 260 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 213 |
Employee Benefit-defined Benefit Accounts | $8,000 | 91 |
Number of other employee benefit and retirement-related accounts | $96,000 | 285 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $105,000 | 310 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
Other Fiduciary Accounts | $5,000 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 237 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $804,000 | 93 |
Personal Trust and Agency Accounts | $1,000 | 821 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 215 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number non-managed other employee benefit and retirement-related accounts | $45,000 | 274 |
Corporate Trust and Agency Accounts | $730,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $12,000 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $111,000 | 216 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 335 |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,196,000 | 170 |
Number of Managed Accounts | $419,000 | 268 |
Personal Trust and Agency Accounts | $202,000 | 236 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 176 |
Employee Benefit-defined Benefit Accounts | $7,000 | 91 |
Number of other employee benefit and retirement-related accounts | $90,000 | 218 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $103,000 | 257 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 67 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $777,000 | 83 |
Personal Trust and Agency Accounts | $1,000 | 314 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 176 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 154 |
Corporate Trust and Agency Accounts | $708,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $14,000 | 69 |
Memoranda |
Custody and Safekeeping Accounts | $107,000 | 158 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,126,000 | 185 |
Number of Managed Accounts | $388,000 | 281 |
Personal Trust and Agency Accounts | $192,000 | 245 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 191 |
Employee Benefit-defined Benefit Accounts | $3,000 | 138 |
Number of other employee benefit and retirement-related accounts | $84,000 | 228 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 270 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 77 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $738,000 | 83 |
Personal Trust and Agency Accounts | $1,000 | 323 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $18,000 | 176 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 166 |
Corporate Trust and Agency Accounts | $686,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Custody and Safekeeping Accounts | $113,000 | 163 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,127,000 | 182 |
Number of Managed Accounts | $375,000 | 284 |
Personal Trust and Agency Accounts | $193,000 | 246 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 203 |
Employee Benefit-defined Benefit Accounts | $3,000 | 140 |
Number of other employee benefit and retirement-related accounts | $80,000 | 231 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $89,000 | 273 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,000 | 84 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $752,000 | 82 |
Personal Trust and Agency Accounts | $2,000 | 304 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,000 | 166 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 198 |
Corporate Trust and Agency Accounts | $695,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $12,000 | 73 |
Memoranda |
Custody and Safekeeping Accounts | $109,000 | 168 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,094,000 | 215 |
Number of Managed Accounts | $351,000 | 364 |
Personal Trust and Agency Accounts | $184,000 | 309 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 303 |
Employee Benefit-defined Benefit Accounts | $3,000 | 162 |
Number of other employee benefit and retirement-related accounts | $72,000 | 340 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $83,000 | 389 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,000 | 174 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $743,000 | 101 |
Personal Trust and Agency Accounts | $3,000 | 702 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $19,000 | 219 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 431 |
Corporate Trust and Agency Accounts | $691,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $11,000 | 123 |
Memoranda |
Custody and Safekeeping Accounts | $110,000 | 225 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,097,000 | 199 |
Number of Managed Accounts | $329,000 | 306 |
Personal Trust and Agency Accounts | $169,000 | 272 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 256 |
Employee Benefit-defined Benefit Accounts | $3,000 | 142 |
Number of other employee benefit and retirement-related accounts | $77,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $76,000 | 302 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $768,000 | 88 |
Personal Trust and Agency Accounts | $5,000 | 273 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $18,000 | 185 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 250 |
Corporate Trust and Agency Accounts | $733,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda |
Custody and Safekeeping Accounts | $102,000 | 175 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 209 |
Number of Managed Accounts | $293,000 | 320 |
Personal Trust and Agency Accounts | $153,000 | 288 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 274 |
Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
Number of other employee benefit and retirement-related accounts | $60,000 | 273 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $75,000 | 306 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $740,000 | 89 |
Personal Trust and Agency Accounts | $5,000 | 276 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $19,000 | 187 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 231 |
Corporate Trust and Agency Accounts | $700,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $70,000 | 227 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $987,000 | 222 |
Number of Managed Accounts | $267,000 | 331 |
Personal Trust and Agency Accounts | $143,000 | 300 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 279 |
Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
Number of other employee benefit and retirement-related accounts | $52,000 | 280 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $67,000 | 320 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $720,000 | 87 |
Personal Trust and Agency Accounts | $5,000 | 274 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $19,000 | 186 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 230 |
Corporate Trust and Agency Accounts | $679,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $68,000 | 230 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $983,000 | 232 |
Number of Managed Accounts | $273,000 | 418 |
Personal Trust and Agency Accounts | $138,000 | 388 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 427 |
Employee Benefit-defined Benefit Accounts | $2,000 | 188 |
Number of other employee benefit and retirement-related accounts | $65,000 | 343 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $65,000 | 440 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $710,000 | 99 |
Personal Trust and Agency Accounts | $5,000 | 623 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,000 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 735 |
Corporate Trust and Agency Accounts | $686,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda |
Custody and Safekeeping Accounts | $75,000 | 302 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $919,000 | 223 |
Number of Managed Accounts | $249,000 | 325 |
Personal Trust and Agency Accounts | $136,000 | 292 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 257 |
Employee Benefit-defined Benefit Accounts | $2,000 | 158 |
Number of other employee benefit and retirement-related accounts | $47,000 | 270 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $60,000 | 301 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $670,000 | 89 |
Personal Trust and Agency Accounts | $5,000 | 264 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 213 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 300 |
Corporate Trust and Agency Accounts | $650,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Custody and Safekeeping Accounts | $71,000 | 222 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $910,000 | 226 |
Number of Managed Accounts | $261,000 | 326 |
Personal Trust and Agency Accounts | $140,000 | 294 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 263 |
Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
Number of other employee benefit and retirement-related accounts | $48,000 | 269 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $67,000 | 298 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $649,000 | 92 |
Personal Trust and Agency Accounts | $1,000 | 342 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 219 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 307 |
Corporate Trust and Agency Accounts | $633,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Custody and Safekeeping Accounts | $66,000 | 240 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $909,000 | 225 |
Number of Managed Accounts | $259,000 | 330 |
Personal Trust and Agency Accounts | $141,000 | 293 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 278 |
Employee Benefit-defined Benefit Accounts | $2,000 | 163 |
Number of other employee benefit and retirement-related accounts | $49,000 | 268 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $64,000 | 301 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $650,000 | 90 |
Personal Trust and Agency Accounts | $1,000 | 340 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 214 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 308 |
Corporate Trust and Agency Accounts | $632,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $52,000 | 262 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $890,000 | 250 |
Number of Managed Accounts | $247,000 | 447 |
Personal Trust and Agency Accounts | $133,000 | 402 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 458 |
Employee Benefit-defined Benefit Accounts | $2,000 | 199 |
Number of other employee benefit and retirement-related accounts | $49,000 | 366 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $60,000 | 445 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $643,000 | 109 |
Personal Trust and Agency Accounts | $1,000 | 870 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 300 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 727 |
Corporate Trust and Agency Accounts | $627,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $49,000 | 398 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $882,000 | 233 |
Number of Managed Accounts | $250,000 | 324 |
Personal Trust and Agency Accounts | $134,000 | 293 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 284 |
Employee Benefit-defined Benefit Accounts | $2,000 | 172 |
Number of other employee benefit and retirement-related accounts | $50,000 | 258 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $62,000 | 298 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $632,000 | 95 |
Personal Trust and Agency Accounts | $1,000 | 324 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 232 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 296 |
Corporate Trust and Agency Accounts | $616,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $44,000 | 264 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $842,000 | 243 |
Number of Managed Accounts | $244,000 | 332 |
Personal Trust and Agency Accounts | $135,000 | 302 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 279 |
Employee Benefit-defined Benefit Accounts | $2,000 | 185 |
Number of other employee benefit and retirement-related accounts | $45,000 | 270 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $59,000 | 303 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $598,000 | 99 |
Personal Trust and Agency Accounts | $1,000 | 332 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 326 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 304 |
Corporate Trust and Agency Accounts | $595,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $40,000 | 284 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $812,000 | 248 |
Number of Managed Accounts | $230,000 | 342 |
Personal Trust and Agency Accounts | $131,000 | 309 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 271 |
Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
Number of other employee benefit and retirement-related accounts | $43,000 | 275 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $51,000 | 314 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $582,000 | 101 |
Personal Trust and Agency Accounts | $1,000 | 335 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 296 |
Corporate Trust and Agency Accounts | $578,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $40,000 | 285 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $788,000 | 279 |
Number of Managed Accounts | $219,000 | 503 |
Personal Trust and Agency Accounts | $133,000 | 427 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 485 |
Employee Benefit-defined Benefit Accounts | $1,000 | 298 |
Number of other employee benefit and retirement-related accounts | $37,000 | 409 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $45,000 | 498 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $569,000 | 118 |
Personal Trust and Agency Accounts | $0 | 1,023 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 690 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 749 |
Corporate Trust and Agency Accounts | $567,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda |
Custody and Safekeeping Accounts | $36,000 | 484 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $765,000 | 251 |
Number of Managed Accounts | $219,000 | 333 |
Personal Trust and Agency Accounts | $131,000 | 305 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 283 |
Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
Number of other employee benefit and retirement-related accounts | $41,000 | 261 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $43,000 | 309 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $546,000 | 106 |
Personal Trust and Agency Accounts | $1,000 | 321 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 297 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 288 |
Corporate Trust and Agency Accounts | $540,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $48,000 | 255 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $735,000 | 260 |
Number of Managed Accounts | $197,000 | 349 |
Personal Trust and Agency Accounts | $116,000 | 325 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 295 |
Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
Number of other employee benefit and retirement-related accounts | $37,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $40,000 | 323 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $538,000 | 109 |
Personal Trust and Agency Accounts | $11,000 | 225 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 305 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 284 |
Corporate Trust and Agency Accounts | $520,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $49,000 | 260 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $718,000 | 260 |
Number of Managed Accounts | $189,000 | 354 |
Personal Trust and Agency Accounts | $114,000 | 328 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 293 |
Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
Number of other employee benefit and retirement-related accounts | $33,000 | 283 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $38,000 | 327 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $529,000 | 113 |
Personal Trust and Agency Accounts | $12,000 | 227 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 285 |
Corporate Trust and Agency Accounts | $510,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda |
Custody and Safekeeping Accounts | $42,000 | 283 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $708,000 | 292 |
Number of Managed Accounts | $180,000 | 561 |
Personal Trust and Agency Accounts | $104,000 | 523 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 452 |
Employee Benefit-defined Benefit Accounts | $1,000 | 298 |
Number of other employee benefit and retirement-related accounts | $33,000 | 419 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $38,000 | 530 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $528,000 | 135 |
Personal Trust and Agency Accounts | $14,000 | 439 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 582 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 659 |
Corporate Trust and Agency Accounts | $508,000 | 37 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda |
Custody and Safekeeping Accounts | $43,000 | 449 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $475,000 | 323 |
Number of Managed Accounts | $164,000 | 348 |
Personal Trust and Agency Accounts | $96,000 | 328 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 277 |
Employee Benefit-defined Benefit Accounts | $1,000 | 204 |
Number of other employee benefit and retirement-related accounts | $31,000 | 281 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $32,000 | 319 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $311,000 | 147 |
Personal Trust and Agency Accounts | $16,000 | 206 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 316 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 256 |
Corporate Trust and Agency Accounts | $286,000 | 51 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Custody and Safekeeping Accounts | $38,000 | 298 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $454,000 | 332 |
Number of Managed Accounts | $172,000 | 350 |
Personal Trust and Agency Accounts | $99,000 | 329 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 281 |
Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
Number of other employee benefit and retirement-related accounts | $33,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $35,000 | 319 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $282,000 | 158 |
Personal Trust and Agency Accounts | $17,000 | 212 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 264 |
Corporate Trust and Agency Accounts | $256,000 | 55 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Custody and Safekeeping Accounts | $20,000 | 340 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $428,000 | 335 |
Number of Managed Accounts | $153,000 | 362 |
Personal Trust and Agency Accounts | $92,000 | 337 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 287 |
Employee Benefit-defined Benefit Accounts | $1,000 | 210 |
Number of other employee benefit and retirement-related accounts | $26,000 | 293 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $30,000 | 326 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $275,000 | 161 |
Personal Trust and Agency Accounts | $17,000 | 213 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 325 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 263 |
Corporate Trust and Agency Accounts | $249,000 | 57 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $19,000 | 344 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $578,000 | 354 |
Number of Managed Accounts | $154,000 | 618 |
Personal Trust and Agency Accounts | $90,000 | 584 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 485 |
Employee Benefit-defined Benefit Accounts | $1,000 | 303 |
Number of other employee benefit and retirement-related accounts | $29,000 | 427 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $30,000 | 559 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $424,000 | 171 |
Personal Trust and Agency Accounts | $18,000 | 416 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 596 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 565 |
Corporate Trust and Agency Accounts | $394,000 | 48 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Custody and Safekeeping Accounts | $17,000 | 654 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Personal Trust and Agency Accounts | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 351 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 430 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 353 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $0 | 387 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 448 |
Personal Trust and Agency Accounts | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 354 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 431 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Personal Trust and Agency Accounts | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $0 | 377 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 460 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 442 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $327,000 | 544 |
Number of Managed Accounts | $208,000 | 544 |
Personal Trust and Agency Accounts | $88,000 | 620 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,000 | 454 |
Employee Benefit-defined Benefit Accounts | $2,000 | 251 |
Number of other employee benefit and retirement-related accounts | $27,000 | 441 |
Corporate Trust and Agency Accounts | $71,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $14,000 | 700 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $119,000 | 392 |
Personal Trust and Agency Accounts | $10,000 | 531 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 635 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 771 |
Corporate Trust and Agency Accounts | $106,000 | 87 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda |
Custody and Safekeeping Accounts | $19,000 | 682 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $246,000 | 601 |
Number of Managed Accounts | $200,000 | 526 |
Personal Trust and Agency Accounts | $63,000 | 729 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 363 |
Employee Benefit-defined Benefit Accounts | $2,000 | 240 |
Number of other employee benefit and retirement-related accounts | $30,000 | 387 |
Corporate Trust and Agency Accounts | $80,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $12,000 | 660 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $46,000 | 618 |
Personal Trust and Agency Accounts | $2,000 | 774 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 616 |
Employee Benefit-defined Benefit Accounts | $0 | 284 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 721 |
Corporate Trust and Agency Accounts | $41,000 | 136 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda |
Custody and Safekeeping Accounts | $7,000 | 774 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |