Home > Old National Bank > Total Fiduciary and Related Assets
Old National Bank, Total Fiduciary and Related Assets
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $16,005,523,000 | 62 |
Managed Assets ($) | $10,602,559,000 | 48 |
Personal trust and agency accounts, managed assets | $3,070,795,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $346,927,000 | 42 |
Employee benefit-defined benefit accounts, managed assets | $213,919,000 | 45 |
Other employee benefit and retirement-related accounts, managed assets | $1,245,207,000 | 32 |
Corporate trust and agency accounts, managed assets | $27,956,000 | 27 |
Investment management and investment advisory agency accounts, managed assets | $4,133,926,000 | 48 |
Foundation and endowment trust and agency accounts, managed assets | $1,563,829,000 | 28 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,245,207,000 | 28 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Non-managed Assets ($) | $5,402,964,000 | 58 |
Personal trust and agency accounts, non-managed assets | $395,208,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,229,063,000 | 40 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,948,725,000 | 22 |
Other retirement accounts, non-managed assets | $88,699,000 | 65 |
Corporate trust and agency accounts, non-managed assets | $733,857,000 | 37 |
Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
Foundation and endowment trust and agency accounts, non-managed assets | $7,412,000 | 93 |
Other fiduciary accounts, non-managed assets | $0 | 179 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $6,175,349,000 | 68 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
Individual retirement,health savings and similar accounts, non-managed | $88,699,000 | 62 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $15,186,741,000 | 62 |
Managed Assets ($) | $10,147,933,000 | 49 |
Personal trust and agency accounts, managed assets | $3,003,857,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $441,760,000 | 38 |
Employee benefit-defined benefit accounts, managed assets | $115,621,000 | 59 |
Other employee benefit and retirement-related accounts, managed assets | $1,181,744,000 | 31 |
Corporate trust and agency accounts, managed assets | $25,781,000 | 26 |
Investment management and investment advisory agency accounts, managed assets | $3,904,709,000 | 49 |
Foundation and endowment trust and agency accounts, managed assets | $1,474,325,000 | 26 |
Other fiduciary accounts, managed assets | $136,000 | 89 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,181,744,000 | 28 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $5,038,808,000 | 61 |
Personal trust and agency accounts, non-managed assets | $351,074,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,033,294,000 | 45 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,793,148,000 | 22 |
Other retirement accounts, non-managed assets | $86,521,000 | 61 |
Corporate trust and agency accounts, non-managed assets | $703,618,000 | 38 |
Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Foundation and endowment trust and agency accounts, non-managed assets | $71,153,000 | 37 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,777,072,000 | 67 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | $86,521,000 | 53 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $15,649,415,000 | 58 |
Managed Assets ($) | $10,434,355,000 | 47 |
Personal trust and agency accounts, managed assets | $3,064,820,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $461,952,000 | 33 |
Employee benefit-defined benefit accounts, managed assets | $120,590,000 | 55 |
Other employee benefit and retirement-related accounts, managed assets | $1,229,732,000 | 30 |
Corporate trust and agency accounts, managed assets | $25,319,000 | 31 |
Investment management and investment advisory agency accounts, managed assets | $4,115,270,000 | 45 |
Foundation and endowment trust and agency accounts, managed assets | $1,416,537,000 | 27 |
Other fiduciary accounts, managed assets | $135,000 | 102 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,229,732,000 | 26 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $5,215,060,000 | 58 |
Personal trust and agency accounts, non-managed assets | $359,705,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,092,050,000 | 40 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,910,314,000 | 22 |
Other retirement accounts, non-managed assets | $89,769,000 | 62 |
Corporate trust and agency accounts, non-managed assets | $682,130,000 | 34 |
Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
Foundation and endowment trust and agency accounts, non-managed assets | $74,112,000 | 35 |
Other fiduciary accounts, non-managed assets | $6,980,000 | 45 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,980,979,000 | 65 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
Individual retirement,health savings and similar accounts, non-managed | $89,769,000 | 58 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $15,031,941,000 | 62 |
Managed Assets ($) | $10,045,509,000 | 50 |
Personal trust and agency accounts, managed assets | $2,991,154,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $328,015,000 | 45 |
Employee benefit-defined benefit accounts, managed assets | $144,287,000 | 56 |
Other employee benefit and retirement-related accounts, managed assets | $1,168,410,000 | 31 |
Corporate trust and agency accounts, managed assets | $23,150,000 | 32 |
Investment management and investment advisory agency accounts, managed assets | $3,924,006,000 | 49 |
Foundation and endowment trust and agency accounts, managed assets | $1,466,356,000 | 25 |
Other fiduciary accounts, managed assets | $131,000 | 162 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,168,410,000 | 26 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Non-managed Assets ($) | $4,986,432,000 | 63 |
Personal trust and agency accounts, non-managed assets | $249,559,000 | 88 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,130,690,000 | 45 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,668,985,000 | 24 |
Other retirement accounts, non-managed assets | $94,954,000 | 58 |
Corporate trust and agency accounts, non-managed assets | $775,674,000 | 37 |
Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, non-managed assets | $66,570,000 | 39 |
Other fiduciary accounts, non-managed assets | $0 | 163 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,892,566,000 | 72 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $94,954,000 | 56 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $14,520,783,000 | 64 |
Managed Assets ($) | $9,532,689,000 | 50 |
Personal trust and agency accounts, managed assets | $2,832,984,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $373,045,000 | 38 |
Employee benefit-defined benefit accounts, managed assets | $139,866,000 | 55 |
Other employee benefit and retirement-related accounts, managed assets | $1,125,536,000 | 28 |
Corporate trust and agency accounts, managed assets | $22,059,000 | 27 |
Investment management and investment advisory agency accounts, managed assets | $3,663,577,000 | 49 |
Foundation and endowment trust and agency accounts, managed assets | $1,375,493,000 | 25 |
Other fiduciary accounts, managed assets | $129,000 | 91 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,125,536,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $4,988,094,000 | 64 |
Personal trust and agency accounts, non-managed assets | $83,109,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $851,474,000 | 53 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,894,964,000 | 25 |
Other retirement accounts, non-managed assets | $176,818,000 | 47 |
Corporate trust and agency accounts, non-managed assets | $746,158,000 | 38 |
Investment management and advisory agency accounts, non-managed assets | $172,306,000 | 35 |
Foundation and endowment trust and agency accounts, non-managed assets | $63,265,000 | 37 |
Other fiduciary accounts, non-managed assets | $0 | 91 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,791,416,000 | 69 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $176,818,000 | 38 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $15,168,022,000 | 51 |
Managed Assets ($) | $10,356,809,000 | 40 |
Personal trust and agency accounts, managed assets | $2,804,527,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,098,786,000 | 16 |
Employee benefit-defined benefit accounts, managed assets | $147,616,000 | 51 |
Other employee benefit and retirement-related accounts, managed assets | $1,160,477,000 | 25 |
Corporate trust and agency accounts, managed assets | $21,890,000 | 27 |
Investment management and investment advisory agency accounts, managed assets | $3,876,850,000 | 44 |
Foundation and endowment trust and agency accounts, managed assets | $1,246,663,000 | 22 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,160,477,000 | 22 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $4,811,213,000 | 51 |
Personal trust and agency accounts, non-managed assets | $93,735,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $377,237,000 | 70 |
Employee benefit-defined benefit accounts, non-managed Assets | $3,348,175,000 | 21 |
Other retirement accounts, non-managed assets | $194,902,000 | 43 |
Corporate trust and agency accounts, non-managed assets | $618,870,000 | 33 |
Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
Foundation and endowment trust and agency accounts, non-managed assets | $67,721,000 | 31 |
Other fiduciary accounts, non-managed assets | $110,573,000 | 31 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $6,124,249,000 | 59 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $194,902,000 | 35 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $16,818,196,000 | 50 |
Managed Assets ($) | $11,457,597,000 | 40 |
Personal trust and agency accounts, managed assets | $3,377,419,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,243,806,000 | 16 |
Employee benefit-defined benefit accounts, managed assets | $169,154,000 | 52 |
Other employee benefit and retirement-related accounts, managed assets | $1,301,263,000 | 25 |
Corporate trust and agency accounts, managed assets | $21,562,000 | 22 |
Investment management and investment advisory agency accounts, managed assets | $4,249,951,000 | 43 |
Foundation and endowment trust and agency accounts, managed assets | $1,094,442,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 100 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,301,263,000 | 22 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $5,360,599,000 | 51 |
Personal trust and agency accounts, non-managed assets | $109,409,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $431,160,000 | 69 |
Employee benefit-defined benefit accounts, non-managed Assets | $3,915,946,000 | 22 |
Other retirement accounts, non-managed assets | $227,638,000 | 44 |
Corporate trust and agency accounts, non-managed assets | $498,444,000 | 36 |
Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Foundation and endowment trust and agency accounts, non-managed assets | $73,524,000 | 30 |
Other fiduciary accounts, non-managed assets | $104,478,000 | 31 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $6,528,954,000 | 60 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $227,638,000 | 33 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $8,960,819,000 | 66 |
Managed Assets ($) | $8,043,567,000 | 49 |
Personal trust and agency accounts, managed assets | $2,066,815,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,255,385,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $112,016,000 | 60 |
Other employee benefit and retirement-related accounts, managed assets | $895,172,000 | 35 |
Corporate trust and agency accounts, managed assets | $21,552,000 | 30 |
Investment management and investment advisory agency accounts, managed assets | $2,731,042,000 | 50 |
Foundation and endowment trust and agency accounts, managed assets | $961,585,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 216 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $895,172,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Non-managed Assets ($) | $917,252,000 | 107 |
Personal trust and agency accounts, non-managed assets | $26,142,000 | 191 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $34,044,000 | 180 |
Employee benefit-defined benefit accounts, non-managed Assets | $73,808,000 | 70 |
Other retirement accounts, non-managed assets | $155,253,000 | 51 |
Corporate trust and agency accounts, non-managed assets | $628,005,000 | 34 |
Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
Other fiduciary accounts, non-managed assets | $0 | 161 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,232,527,000 | 67 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $155,253,000 | 47 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $8,695,243,000 | 65 |
Managed Assets ($) | $7,806,456,000 | 49 |
Personal trust and agency accounts, managed assets | $1,999,724,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,240,536,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $108,512,000 | 63 |
Other employee benefit and retirement-related accounts, managed assets | $864,098,000 | 35 |
Corporate trust and agency accounts, managed assets | $19,918,000 | 24 |
Investment management and investment advisory agency accounts, managed assets | $2,599,542,000 | 52 |
Foundation and endowment trust and agency accounts, managed assets | $974,126,000 | 28 |
Other fiduciary accounts, managed assets | $0 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $864,098,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $888,787,000 | 105 |
Personal trust and agency accounts, non-managed assets | $24,783,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $32,839,000 | 155 |
Employee benefit-defined benefit accounts, non-managed Assets | $70,014,000 | 71 |
Other retirement accounts, non-managed assets | $148,614,000 | 52 |
Corporate trust and agency accounts, non-managed assets | $612,537,000 | 36 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,137,671,000 | 63 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $148,614,000 | 40 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $8,755,928,000 | 64 |
Managed Assets ($) | $7,896,057,000 | 48 |
Personal trust and agency accounts, managed assets | $2,040,252,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,273,343,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $111,532,000 | 59 |
Other employee benefit and retirement-related accounts, managed assets | $867,883,000 | 35 |
Corporate trust and agency accounts, managed assets | $19,952,000 | 23 |
Investment management and investment advisory agency accounts, managed assets | $2,595,786,000 | 54 |
Foundation and endowment trust and agency accounts, managed assets | $987,309,000 | 29 |
Other fiduciary accounts, managed assets | $0 | 110 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $867,883,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $859,871,000 | 107 |
Personal trust and agency accounts, non-managed assets | $25,046,000 | 167 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $32,845,000 | 171 |
Employee benefit-defined benefit accounts, non-managed Assets | $70,506,000 | 71 |
Other retirement accounts, non-managed assets | $149,860,000 | 51 |
Corporate trust and agency accounts, non-managed assets | $581,614,000 | 36 |
Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 94 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,292,316,000 | 62 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $149,860,000 | 44 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $8,688,757,000 | 64 |
Managed Assets ($) | $7,962,355,000 | 47 |
Personal trust and agency accounts, managed assets | $1,972,309,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,515,337,000 | 16 |
Employee benefit-defined benefit accounts, managed assets | $108,105,000 | 61 |
Other employee benefit and retirement-related accounts, managed assets | $836,960,000 | 36 |
Corporate trust and agency accounts, managed assets | $18,908,000 | 22 |
Investment management and investment advisory agency accounts, managed assets | $2,489,805,000 | 54 |
Foundation and endowment trust and agency accounts, managed assets | $1,020,931,000 | 27 |
Other fiduciary accounts, managed assets | $0 | 95 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $836,960,000 | 31 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $726,402,000 | 112 |
Personal trust and agency accounts, non-managed assets | $27,232,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $32,412,000 | 159 |
Employee benefit-defined benefit accounts, non-managed Assets | $68,346,000 | 69 |
Other retirement accounts, non-managed assets | $153,044,000 | 51 |
Corporate trust and agency accounts, non-managed assets | $445,368,000 | 39 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
Other fiduciary accounts, non-managed assets | $0 | 81 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,123,877,000 | 62 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $153,044,000 | 41 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,598,706,000 | 68 |
Managed Assets ($) | $6,834,585,000 | 51 |
Personal trust and agency accounts, managed assets | $1,921,175,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $577,866,000 | 24 |
Employee benefit-defined benefit accounts, managed assets | $108,556,000 | 59 |
Other employee benefit and retirement-related accounts, managed assets | $819,796,000 | 35 |
Corporate trust and agency accounts, managed assets | $18,360,000 | 31 |
Investment management and investment advisory agency accounts, managed assets | $2,393,953,000 | 57 |
Foundation and endowment trust and agency accounts, managed assets | $994,879,000 | 28 |
Other fiduciary accounts, managed assets | $0 | 209 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $819,796,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Non-managed Assets ($) | $764,121,000 | 109 |
Personal trust and agency accounts, non-managed assets | $29,762,000 | 181 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $29,253,000 | 188 |
Employee benefit-defined benefit accounts, non-managed Assets | $66,632,000 | 73 |
Other retirement accounts, non-managed assets | $143,817,000 | 52 |
Corporate trust and agency accounts, non-managed assets | $494,657,000 | 37 |
Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,046,212,000 | 62 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $143,817,000 | 46 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,501,539,000 | 65 |
Managed Assets ($) | $6,818,864,000 | 49 |
Personal trust and agency accounts, managed assets | $1,770,330,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,044,363,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $79,463,000 | 67 |
Other employee benefit and retirement-related accounts, managed assets | $761,229,000 | 35 |
Corporate trust and agency accounts, managed assets | $17,618,000 | 23 |
Investment management and investment advisory agency accounts, managed assets | $2,267,878,000 | 56 |
Foundation and endowment trust and agency accounts, managed assets | $877,983,000 | 29 |
Other fiduciary accounts, managed assets | $0 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $761,229,000 | 29 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $682,675,000 | 112 |
Personal trust and agency accounts, non-managed assets | $29,438,000 | 144 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $31,222,000 | 158 |
Employee benefit-defined benefit accounts, non-managed Assets | $61,120,000 | 71 |
Other retirement accounts, non-managed assets | $132,039,000 | 50 |
Corporate trust and agency accounts, non-managed assets | $428,856,000 | 38 |
Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 80 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $4,817,095,000 | 59 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $132,039,000 | 42 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,377,392,000 | 65 |
Managed Assets ($) | $6,586,233,000 | 49 |
Personal trust and agency accounts, managed assets | $1,725,750,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,041,556,000 | 16 |
Employee benefit-defined benefit accounts, managed assets | $75,816,000 | 68 |
Other employee benefit and retirement-related accounts, managed assets | $716,300,000 | 37 |
Corporate trust and agency accounts, managed assets | $16,057,000 | 26 |
Investment management and investment advisory agency accounts, managed assets | $2,213,592,000 | 55 |
Foundation and endowment trust and agency accounts, managed assets | $797,162,000 | 29 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $716,300,000 | 29 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $791,159,000 | 104 |
Personal trust and agency accounts, non-managed assets | $38,280,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $32,896,000 | 169 |
Employee benefit-defined benefit accounts, non-managed Assets | $58,724,000 | 73 |
Other retirement accounts, non-managed assets | $123,809,000 | 51 |
Corporate trust and agency accounts, non-managed assets | $537,450,000 | 36 |
Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $4,514,044,000 | 61 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $123,809,000 | 44 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,733,289,000 | 66 |
Managed Assets ($) | $6,010,770,000 | 48 |
Personal trust and agency accounts, managed assets | $1,587,201,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $908,315,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $67,761,000 | 70 |
Other employee benefit and retirement-related accounts, managed assets | $649,132,000 | 38 |
Corporate trust and agency accounts, managed assets | $15,185,000 | 25 |
Investment management and investment advisory agency accounts, managed assets | $2,050,162,000 | 53 |
Foundation and endowment trust and agency accounts, managed assets | $733,014,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 108 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $645,243,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $722,519,000 | 100 |
Personal trust and agency accounts, non-managed assets | $41,295,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $28,741,000 | 159 |
Employee benefit-defined benefit accounts, non-managed Assets | $51,925,000 | 72 |
Other retirement accounts, non-managed assets | $108,148,000 | 51 |
Corporate trust and agency accounts, non-managed assets | $492,410,000 | 39 |
Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
Other fiduciary accounts, non-managed assets | $0 | 88 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $4,232,807,000 | 61 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $108,148,000 | 48 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,551,813,000 | 65 |
Managed Assets ($) | $6,716,318,000 | 48 |
Personal trust and agency accounts, managed assets | $1,830,337,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,063,232,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $77,242,000 | 71 |
Other employee benefit and retirement-related accounts, managed assets | $726,228,000 | 36 |
Corporate trust and agency accounts, managed assets | $13,837,000 | 40 |
Investment management and investment advisory agency accounts, managed assets | $2,165,147,000 | 54 |
Foundation and endowment trust and agency accounts, managed assets | $840,295,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 218 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $726,228,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Non-managed Assets ($) | $835,495,000 | 100 |
Personal trust and agency accounts, non-managed assets | $52,654,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $32,414,000 | 188 |
Employee benefit-defined benefit accounts, non-managed Assets | $60,906,000 | 71 |
Other retirement accounts, non-managed assets | $126,149,000 | 51 |
Corporate trust and agency accounts, non-managed assets | $563,372,000 | 38 |
Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
Other fiduciary accounts, non-managed assets | $0 | 165 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $4,666,686,000 | 65 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $126,149,000 | 50 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,717,980,000 | 64 |
Managed Assets ($) | $6,949,346,000 | 50 |
Personal trust and agency accounts, managed assets | $1,795,693,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,043,754,000 | 18 |
Employee benefit-defined benefit accounts, managed assets | $121,182,000 | 61 |
Other employee benefit and retirement-related accounts, managed assets | $693,556,000 | 38 |
Corporate trust and agency accounts, managed assets | $13,080,000 | 29 |
Investment management and investment advisory agency accounts, managed assets | $2,468,362,000 | 53 |
Foundation and endowment trust and agency accounts, managed assets | $811,928,000 | 32 |
Other fiduciary accounts, managed assets | $1,791,000 | 70 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $693,556,000 | 32 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $768,634,000 | 105 |
Personal trust and agency accounts, non-managed assets | $26,168,000 | 146 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $30,071,000 | 165 |
Employee benefit-defined benefit accounts, non-managed Assets | $58,578,000 | 71 |
Other retirement accounts, non-managed assets | $117,870,000 | 50 |
Corporate trust and agency accounts, non-managed assets | $535,947,000 | 39 |
Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
Other fiduciary accounts, non-managed assets | $0 | 89 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $4,165,690,000 | 64 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $117,870,000 | 47 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,776,834,000 | 64 |
Managed Assets ($) | $6,962,915,000 | 49 |
Personal trust and agency accounts, managed assets | $1,813,536,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,076,920,000 | 16 |
Employee benefit-defined benefit accounts, managed assets | $116,700,000 | 62 |
Other employee benefit and retirement-related accounts, managed assets | $688,476,000 | 37 |
Corporate trust and agency accounts, managed assets | $12,154,000 | 33 |
Investment management and investment advisory agency accounts, managed assets | $2,452,571,000 | 51 |
Foundation and endowment trust and agency accounts, managed assets | $802,558,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $688,476,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $813,919,000 | 102 |
Personal trust and agency accounts, non-managed assets | $25,330,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $31,232,000 | 173 |
Employee benefit-defined benefit accounts, non-managed Assets | $58,386,000 | 73 |
Other retirement accounts, non-managed assets | $114,680,000 | 50 |
Corporate trust and agency accounts, non-managed assets | $584,291,000 | 37 |
Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,542,719,000 | 67 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $114,680,000 | 47 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,427,247,000 | 65 |
Managed Assets ($) | $6,729,141,000 | 49 |
Personal trust and agency accounts, managed assets | $1,799,099,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,045,534,000 | 15 |
Employee benefit-defined benefit accounts, managed assets | $114,252,000 | 62 |
Other employee benefit and retirement-related accounts, managed assets | $662,521,000 | 37 |
Corporate trust and agency accounts, managed assets | $11,926,000 | 31 |
Investment management and investment advisory agency accounts, managed assets | $2,348,525,000 | 52 |
Foundation and endowment trust and agency accounts, managed assets | $747,284,000 | 32 |
Other fiduciary accounts, managed assets | $0 | 130 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $662,521,000 | 31 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $698,106,000 | 106 |
Personal trust and agency accounts, non-managed assets | $25,354,000 | 155 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $30,751,000 | 178 |
Employee benefit-defined benefit accounts, non-managed Assets | $59,670,000 | 74 |
Other retirement accounts, non-managed assets | $109,698,000 | 51 |
Corporate trust and agency accounts, non-managed assets | $472,633,000 | 43 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,527,781,000 | 66 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $109,698,000 | 45 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,023,533,000 | 65 |
Managed Assets ($) | $6,323,361,000 | 49 |
Personal trust and agency accounts, managed assets | $1,702,712,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $978,820,000 | 15 |
Employee benefit-defined benefit accounts, managed assets | $104,866,000 | 61 |
Other employee benefit and retirement-related accounts, managed assets | $616,012,000 | 38 |
Corporate trust and agency accounts, managed assets | $10,229,000 | 45 |
Investment management and investment advisory agency accounts, managed assets | $2,213,601,000 | 50 |
Foundation and endowment trust and agency accounts, managed assets | $697,121,000 | 33 |
Other fiduciary accounts, managed assets | $0 | 224 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $616,012,000 | 31 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
Non-managed Assets ($) | $700,172,000 | 104 |
Personal trust and agency accounts, non-managed assets | $28,703,000 | 169 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $30,026,000 | 191 |
Employee benefit-defined benefit accounts, non-managed Assets | $55,413,000 | 76 |
Other retirement accounts, non-managed assets | $97,589,000 | 54 |
Corporate trust and agency accounts, non-managed assets | $488,441,000 | 41 |
Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
Other fiduciary accounts, non-managed assets | $0 | 166 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,389,642,000 | 65 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $97,589,000 | 47 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,232,330,000 | 65 |
Managed Assets ($) | $6,550,979,000 | 49 |
Personal trust and agency accounts, managed assets | $1,799,620,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $842,547,000 | 18 |
Employee benefit-defined benefit accounts, managed assets | $109,608,000 | 61 |
Other employee benefit and retirement-related accounts, managed assets | $673,835,000 | 38 |
Corporate trust and agency accounts, managed assets | $3,102,000 | 44 |
Investment management and investment advisory agency accounts, managed assets | $2,362,172,000 | 50 |
Foundation and endowment trust and agency accounts, managed assets | $753,105,000 | 33 |
Other fiduciary accounts, managed assets | $6,990,000 | 55 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $673,835,000 | 32 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $681,351,000 | 112 |
Personal trust and agency accounts, non-managed assets | $31,564,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $28,276,000 | 184 |
Employee benefit-defined benefit accounts, non-managed Assets | $61,078,000 | 77 |
Other retirement accounts, non-managed assets | $106,018,000 | 52 |
Corporate trust and agency accounts, non-managed assets | $454,415,000 | 43 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,592,036,000 | 62 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $106,018,000 | 44 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,114,292,000 | 66 |
Managed Assets ($) | $6,436,824,000 | 48 |
Personal trust and agency accounts, managed assets | $1,714,625,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $953,433,000 | 15 |
Employee benefit-defined benefit accounts, managed assets | $106,801,000 | 64 |
Other employee benefit and retirement-related accounts, managed assets | $644,773,000 | 38 |
Corporate trust and agency accounts, managed assets | $3,100,000 | 44 |
Investment management and investment advisory agency accounts, managed assets | $2,303,006,000 | 50 |
Foundation and endowment trust and agency accounts, managed assets | $711,086,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $644,773,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $677,468,000 | 110 |
Personal trust and agency accounts, non-managed assets | $29,693,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $27,402,000 | 185 |
Employee benefit-defined benefit accounts, non-managed Assets | $59,439,000 | 79 |
Other retirement accounts, non-managed assets | $98,683,000 | 54 |
Corporate trust and agency accounts, non-managed assets | $462,251,000 | 41 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,477,522,000 | 65 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $98,683,000 | 47 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,965,129,000 | 68 |
Managed Assets ($) | $6,334,230,000 | 47 |
Personal trust and agency accounts, managed assets | $1,711,537,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $934,597,000 | 15 |
Employee benefit-defined benefit accounts, managed assets | $106,085,000 | 68 |
Other employee benefit and retirement-related accounts, managed assets | $627,329,000 | 39 |
Corporate trust and agency accounts, managed assets | $3,105,000 | 45 |
Investment management and investment advisory agency accounts, managed assets | $2,254,130,000 | 49 |
Foundation and endowment trust and agency accounts, managed assets | $697,447,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $627,329,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $630,899,000 | 112 |
Personal trust and agency accounts, non-managed assets | $29,022,000 | 149 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $13,387,000 | 198 |
Employee benefit-defined benefit accounts, non-managed Assets | $59,180,000 | 77 |
Other retirement accounts, non-managed assets | $97,143,000 | 56 |
Corporate trust and agency accounts, non-managed assets | $432,167,000 | 45 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,516,455,000 | 63 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $97,143,000 | 49 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $7,085,716,000 | 67 |
Managed Assets ($) | $6,325,354,000 | 47 |
Personal trust and agency accounts, managed assets | $1,768,688,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $814,532,000 | 16 |
Employee benefit-defined benefit accounts, managed assets | $105,617,000 | 69 |
Other employee benefit and retirement-related accounts, managed assets | $641,151,000 | 39 |
Corporate trust and agency accounts, managed assets | $1,177,000 | 93 |
Investment management and investment advisory agency accounts, managed assets | $2,267,869,000 | 48 |
Foundation and endowment trust and agency accounts, managed assets | $722,664,000 | 30 |
Other fiduciary accounts, managed assets | $3,656,000 | 91 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $641,151,000 | 32 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
Non-managed Assets ($) | $760,362,000 | 106 |
Personal trust and agency accounts, non-managed assets | $29,953,000 | 164 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $14,824,000 | 233 |
Employee benefit-defined benefit accounts, non-managed Assets | $59,380,000 | 79 |
Other retirement accounts, non-managed assets | $93,340,000 | 55 |
Corporate trust and agency accounts, non-managed assets | $562,230,000 | 41 |
Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, non-managed assets | $635,000 | 153 |
Other fiduciary accounts, non-managed assets | $0 | 176 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,560,471,000 | 64 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $93,340,000 | 53 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,796,084,000 | 68 |
Managed Assets ($) | $6,027,772,000 | 47 |
Personal trust and agency accounts, managed assets | $1,755,610,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $780,182,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $104,267,000 | 69 |
Other employee benefit and retirement-related accounts, managed assets | $630,656,000 | 38 |
Corporate trust and agency accounts, managed assets | $1,239,000 | 56 |
Investment management and investment advisory agency accounts, managed assets | $2,070,667,000 | 50 |
Foundation and endowment trust and agency accounts, managed assets | $685,151,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $630,656,000 | 31 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $768,312,000 | 104 |
Personal trust and agency accounts, non-managed assets | $63,574,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $14,345,000 | 198 |
Employee benefit-defined benefit accounts, non-managed Assets | $57,500,000 | 76 |
Other retirement accounts, non-managed assets | $88,134,000 | 56 |
Corporate trust and agency accounts, non-managed assets | $544,759,000 | 40 |
Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,540,293,000 | 63 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $88,134,000 | 51 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,688,330,000 | 66 |
Managed Assets ($) | $5,883,939,000 | 48 |
Personal trust and agency accounts, managed assets | $1,750,624,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $713,940,000 | 19 |
Employee benefit-defined benefit accounts, managed assets | $102,241,000 | 67 |
Other employee benefit and retirement-related accounts, managed assets | $615,686,000 | 38 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $2,013,431,000 | 48 |
Foundation and endowment trust and agency accounts, managed assets | $688,017,000 | 33 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $615,686,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $804,391,000 | 101 |
Personal trust and agency accounts, non-managed assets | $33,763,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $13,966,000 | 199 |
Employee benefit-defined benefit accounts, non-managed Assets | $55,011,000 | 76 |
Other retirement accounts, non-managed assets | $84,987,000 | 56 |
Corporate trust and agency accounts, non-managed assets | $616,664,000 | 39 |
Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,553,723,000 | 63 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $84,987,000 | 54 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,595,996,000 | 65 |
Managed Assets ($) | $5,886,167,000 | 48 |
Personal trust and agency accounts, managed assets | $1,736,791,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $724,476,000 | 18 |
Employee benefit-defined benefit accounts, managed assets | $101,241,000 | 67 |
Other employee benefit and retirement-related accounts, managed assets | $605,506,000 | 36 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $2,009,375,000 | 47 |
Foundation and endowment trust and agency accounts, managed assets | $708,778,000 | 32 |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $605,506,000 | 29 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $709,829,000 | 106 |
Personal trust and agency accounts, non-managed assets | $33,352,000 | 140 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $13,488,000 | 198 |
Employee benefit-defined benefit accounts, non-managed Assets | $55,302,000 | 77 |
Other retirement accounts, non-managed assets | $81,884,000 | 56 |
Corporate trust and agency accounts, non-managed assets | $525,803,000 | 42 |
Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 100 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,519,816,000 | 63 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $81,884,000 | 54 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,435,127,000 | 64 |
Managed Assets ($) | $5,732,687,000 | 48 |
Personal trust and agency accounts, managed assets | $1,669,780,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $697,011,000 | 16 |
Employee benefit-defined benefit accounts, managed assets | $61,551,000 | 78 |
Other employee benefit and retirement-related accounts, managed assets | $604,400,000 | 34 |
Corporate trust and agency accounts, managed assets | $2,948,000 | 76 |
Investment management and investment advisory agency accounts, managed assets | $2,007,892,000 | 47 |
Foundation and endowment trust and agency accounts, managed assets | $689,105,000 | 31 |
Other fiduciary accounts, managed assets | $0 | 214 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $604,398,000 | 26 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
Non-managed Assets ($) | $702,440,000 | 105 |
Personal trust and agency accounts, non-managed assets | $29,737,000 | 164 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $12,926,000 | 241 |
Employee benefit-defined benefit accounts, non-managed Assets | $52,930,000 | 78 |
Other retirement accounts, non-managed assets | $73,735,000 | 62 |
Corporate trust and agency accounts, non-managed assets | $533,112,000 | 42 |
Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
Other fiduciary accounts, non-managed assets | $0 | 181 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,392,251,000 | 63 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $73,734,000 | 57 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,369,957,000 | 65 |
Managed Assets ($) | $5,726,175,000 | 48 |
Personal trust and agency accounts, managed assets | $1,674,779,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $683,335,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $61,961,000 | 77 |
Other employee benefit and retirement-related accounts, managed assets | $599,093,000 | 33 |
Corporate trust and agency accounts, managed assets | $3,168,000 | 50 |
Investment management and investment advisory agency accounts, managed assets | $2,019,373,000 | 47 |
Foundation and endowment trust and agency accounts, managed assets | $684,466,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $599,091,000 | 26 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $643,782,000 | 106 |
Personal trust and agency accounts, non-managed assets | $49,483,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $13,510,000 | 193 |
Employee benefit-defined benefit accounts, non-managed Assets | $51,871,000 | 78 |
Other retirement accounts, non-managed assets | $43,959,000 | 87 |
Corporate trust and agency accounts, non-managed assets | $478,854,000 | 42 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $6,105,000 | 85 |
Other fiduciary accounts, non-managed assets | $0 | 98 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,405,678,000 | 63 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $72,770,000 | 53 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,301,161,000 | 63 |
Managed Assets ($) | $5,672,474,000 | 49 |
Personal trust and agency accounts, managed assets | $1,660,489,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $677,615,000 | 19 |
Employee benefit-defined benefit accounts, managed assets | $60,524,000 | 78 |
Other employee benefit and retirement-related accounts, managed assets | $586,597,000 | 32 |
Corporate trust and agency accounts, managed assets | $3,171,000 | 52 |
Investment management and investment advisory agency accounts, managed assets | $2,009,911,000 | 46 |
Foundation and endowment trust and agency accounts, managed assets | $674,167,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $586,597,000 | 26 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $628,687,000 | 107 |
Personal trust and agency accounts, non-managed assets | $50,593,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $19,725,000 | 185 |
Employee benefit-defined benefit accounts, non-managed Assets | $51,411,000 | 77 |
Other retirement accounts, non-managed assets | $43,062,000 | 87 |
Corporate trust and agency accounts, non-managed assets | $457,718,000 | 42 |
Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
Foundation and endowment trust and agency accounts, non-managed assets | $6,178,000 | 87 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,112,156,000 | 71 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $72,130,000 | 53 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,213,433,000 | 64 |
Managed Assets ($) | $5,621,959,000 | 48 |
Personal trust and agency accounts, managed assets | $1,669,671,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $681,454,000 | 18 |
Employee benefit-defined benefit accounts, managed assets | $58,360,000 | 80 |
Other employee benefit and retirement-related accounts, managed assets | $580,890,000 | 31 |
Corporate trust and agency accounts, managed assets | $3,164,000 | 51 |
Investment management and investment advisory agency accounts, managed assets | $1,951,710,000 | 48 |
Foundation and endowment trust and agency accounts, managed assets | $676,710,000 | 30 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $580,890,000 | 26 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $591,474,000 | 112 |
Personal trust and agency accounts, non-managed assets | $39,513,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $28,939,000 | 172 |
Employee benefit-defined benefit accounts, non-managed Assets | $52,123,000 | 76 |
Other retirement accounts, non-managed assets | $42,764,000 | 87 |
Corporate trust and agency accounts, non-managed assets | $428,135,000 | 42 |
Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
Other fiduciary accounts, non-managed assets | $0 | 95 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,050,869,000 | 72 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $42,764,000 | 84 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,195,482,000 | 64 |
Managed Assets ($) | $5,567,119,000 | 47 |
Personal trust and agency accounts, managed assets | $1,637,711,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $683,640,000 | 17 |
Employee benefit-defined benefit accounts, managed assets | $59,126,000 | 80 |
Other employee benefit and retirement-related accounts, managed assets | $585,952,000 | 30 |
Corporate trust and agency accounts, managed assets | $3,145,000 | 80 |
Investment management and investment advisory agency accounts, managed assets | $1,919,478,000 | 47 |
Foundation and endowment trust and agency accounts, managed assets | $677,597,000 | 30 |
Other fiduciary accounts, managed assets | $470,000 | 162 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $585,952,000 | 25 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
Non-managed Assets ($) | $628,363,000 | 105 |
Personal trust and agency accounts, non-managed assets | $51,186,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $28,337,000 | 189 |
Employee benefit-defined benefit accounts, non-managed Assets | $52,045,000 | 76 |
Other retirement accounts, non-managed assets | $43,637,000 | 84 |
Corporate trust and agency accounts, non-managed assets | $453,158,000 | 42 |
Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
Other fiduciary accounts, non-managed assets | $0 | 183 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,997,668,000 | 73 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $43,639,000 | 84 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $6,066,686,000 | 65 |
Managed Assets ($) | $5,506,253,000 | 47 |
Personal trust and agency accounts, managed assets | $1,624,082,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $637,804,000 | 18 |
Employee benefit-defined benefit accounts, managed assets | $59,177,000 | 80 |
Other employee benefit and retirement-related accounts, managed assets | $576,488,000 | 30 |
Corporate trust and agency accounts, managed assets | $3,155,000 | 54 |
Investment management and investment advisory agency accounts, managed assets | $1,901,306,000 | 46 |
Foundation and endowment trust and agency accounts, managed assets | $703,802,000 | 28 |
Other fiduciary accounts, managed assets | $439,000 | 105 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $576,488,000 | 25 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $560,433,000 | 111 |
Personal trust and agency accounts, non-managed assets | $51,804,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $40,827,000 | 160 |
Employee benefit-defined benefit accounts, non-managed Assets | $50,707,000 | 74 |
Other retirement accounts, non-managed assets | $44,560,000 | 81 |
Corporate trust and agency accounts, non-managed assets | $372,535,000 | 46 |
Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $0 | 100 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,135,162,000 | 73 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $44,560,000 | 81 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $5,908,207,000 | 66 |
Managed Assets ($) | $5,278,697,000 | 49 |
Personal trust and agency accounts, managed assets | $1,716,088,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $207,440,000 | 51 |
Employee benefit-defined benefit accounts, managed assets | $59,369,000 | 84 |
Other employee benefit and retirement-related accounts, managed assets | $598,253,000 | 32 |
Corporate trust and agency accounts, managed assets | $0 | 88 |
Investment management and investment advisory agency accounts, managed assets | $1,961,211,000 | 48 |
Foundation and endowment trust and agency accounts, managed assets | $735,867,000 | 29 |
Other fiduciary accounts, managed assets | $469,000 | 106 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $597,549,000 | 26 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $629,510,000 | 110 |
Personal trust and agency accounts, non-managed assets | $64,484,000 | 102 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $43,928,000 | 158 |
Employee benefit-defined benefit accounts, non-managed Assets | $53,389,000 | 75 |
Other retirement accounts, non-managed assets | $51,522,000 | 79 |
Corporate trust and agency accounts, non-managed assets | $416,078,000 | 45 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $109,000 | 143 |
Other fiduciary accounts, non-managed assets | $0 | 107 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,164,589,000 | 76 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $51,522,000 | 74 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $5,967,872,000 | 68 |
Managed Assets ($) | $5,387,028,000 | 49 |
Personal trust and agency accounts, managed assets | $1,761,013,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $208,341,000 | 51 |
Employee benefit-defined benefit accounts, managed assets | $60,986,000 | 85 |
Other employee benefit and retirement-related accounts, managed assets | $598,090,000 | 33 |
Corporate trust and agency accounts, managed assets | $0 | 89 |
Investment management and investment advisory agency accounts, managed assets | $2,007,549,000 | 46 |
Foundation and endowment trust and agency accounts, managed assets | $751,049,000 | 29 |
Other fiduciary accounts, managed assets | $0 | 127 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $598,089,000 | 28 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $580,844,000 | 115 |
Personal trust and agency accounts, non-managed assets | $76,357,000 | 97 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $43,909,000 | 160 |
Employee benefit-defined benefit accounts, non-managed Assets | $54,292,000 | 72 |
Other retirement accounts, non-managed assets | $46,531,000 | 89 |
Corporate trust and agency accounts, non-managed assets | $359,380,000 | 44 |
Investment management and advisory agency accounts, non-managed assets | $375,000 | 189 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $0 | 105 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,129,244,000 | 74 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $59,037,000 | 70 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $5,332,811,000 | 72 |
Managed Assets ($) | $4,763,630,000 | 50 |
Personal trust and agency accounts, managed assets | $1,725,242,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $197,434,000 | 49 |
Employee benefit-defined benefit accounts, managed assets | $58,459,000 | 87 |
Other employee benefit and retirement-related accounts, managed assets | $496,272,000 | 38 |
Corporate trust and agency accounts, managed assets | $0 | 189 |
Investment management and investment advisory agency accounts, managed assets | $1,563,240,000 | 51 |
Foundation and endowment trust and agency accounts, managed assets | $722,983,000 | 29 |
Other fiduciary accounts, managed assets | $0 | 232 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $495,956,000 | 33 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Non-managed Assets ($) | $569,181,000 | 115 |
Personal trust and agency accounts, non-managed assets | $59,812,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $9,959,000 | 277 |
Employee benefit-defined benefit accounts, non-managed Assets | $52,973,000 | 74 |
Other retirement accounts, non-managed assets | $17,982,000 | 164 |
Corporate trust and agency accounts, non-managed assets | $428,455,000 | 42 |
Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $0 | 200 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,151,107,000 | 74 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $20,048,000 | 171 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $5,128,343,000 | 72 |
Managed Assets ($) | $4,667,766,000 | 51 |
Personal trust and agency accounts, managed assets | $1,696,233,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $205,035,000 | 51 |
Employee benefit-defined benefit accounts, managed assets | $60,761,000 | 85 |
Other employee benefit and retirement-related accounts, managed assets | $504,569,000 | 36 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $1,490,628,000 | 54 |
Foundation and endowment trust and agency accounts, managed assets | $693,186,000 | 30 |
Other fiduciary accounts, managed assets | $17,354,000 | 46 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $504,422,000 | 30 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $460,577,000 | 123 |
Personal trust and agency accounts, non-managed assets | $58,626,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $9,871,000 | 214 |
Employee benefit-defined benefit accounts, non-managed Assets | $51,355,000 | 76 |
Other retirement accounts, non-managed assets | $22,535,000 | 120 |
Corporate trust and agency accounts, non-managed assets | $313,664,000 | 43 |
Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,526,000 | 93 |
Other fiduciary accounts, non-managed assets | $0 | 102 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,964,149,000 | 74 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $22,537,000 | 128 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,460 |
Fiduciary or related activity | $0 | 1,383 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 404 |
Personal trust and agency accounts, managed assets | $0 | 401 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 311 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 377 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 350 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 402 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $0 | 337 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $0 | 106 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 385 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,465 |
Fiduciary or related activity | $0 | 1,386 |
Total fiduciary and related assets | $0 | 423 |
Managed Assets ($) | $0 | 411 |
Personal trust and agency accounts, managed assets | $0 | 407 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 314 |
Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 356 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 406 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
Other retirement accounts, non-managed assets | $0 | 341 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
Other fiduciary accounts, non-managed assets | $0 | 108 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 388 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 345 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,475 |
Fiduciary or related activity | $0 | 1,398 |
Total fiduciary and related assets | $0 | 1,383 |
Managed Assets ($) | $0 | 1,299 |
Personal trust and agency accounts, managed assets | $0 | 1,276 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 514 |
Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 717 |
Corporate trust and agency accounts, managed assets | $0 | 203 |
Investment management and investment advisory agency accounts, managed assets | $0 | 760 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 634 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $0 | 1,098 |
Personal trust and agency accounts, non-managed assets | $0 | 811 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 514 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
Other retirement accounts, non-managed assets | $0 | 759 |
Corporate trust and agency accounts, non-managed assets | $0 | 266 |
Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $0 | 197 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 782 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 768 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,490 |
Fiduciary or related activity | $0 | 1,408 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 389 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 302 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 360 |
Corporate trust and agency accounts, managed assets | $0 | 89 |
Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 336 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 388 |
Personal trust and agency accounts, non-managed assets | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
Other retirement accounts, non-managed assets | $0 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 138 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 369 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,497 |
Fiduciary or related activity | $0 | 1,413 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 365 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 136 |
Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 371 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,507 |
Fiduciary or related activity | $0 | 1,423 |
Total fiduciary and related assets | $0 | 412 |
Managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, managed assets | $0 | 395 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 367 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other fiduciary accounts, managed assets | $0 | 115 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 329 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $0 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 374 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 334 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,510 |
Fiduciary or related activity | $0 | 1,426 |
Total fiduciary and related assets | $0 | 1,414 |
Managed Assets ($) | $0 | 1,331 |
Personal trust and agency accounts, managed assets | $0 | 1,310 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 530 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 725 |
Corporate trust and agency accounts, managed assets | $0 | 218 |
Investment management and investment advisory agency accounts, managed assets | $0 | 771 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
Other fiduciary accounts, managed assets | $0 | 239 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 633 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
Non-managed Assets ($) | $0 | 1,126 |
Personal trust and agency accounts, non-managed assets | $0 | 842 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 547 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
Other retirement accounts, non-managed assets | $0 | 765 |
Corporate trust and agency accounts, non-managed assets | $0 | 269 |
Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
Other fiduciary accounts, non-managed assets | $0 | 202 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 802 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 776 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 390 |
Managed Assets ($) | $0 | 378 |
Personal trust and agency accounts, managed assets | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $0 | 344 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 370 |
Personal trust and agency accounts, non-managed assets | $0 | 311 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 126 |
Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 356 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 393 |
Managed Assets ($) | $0 | 380 |
Personal trust and agency accounts, managed assets | $0 | 380 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $0 | 348 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 319 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 372 |
Personal trust and agency accounts, non-managed assets | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
Other retirement accounts, non-managed assets | $0 | 321 |
Corporate trust and agency accounts, non-managed assets | $0 | 132 |
Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 323 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 394 |
Managed Assets ($) | $0 | 379 |
Personal trust and agency accounts, managed assets | $0 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 351 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 346 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 371 |
Personal trust and agency accounts, non-managed assets | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
Other retirement accounts, non-managed assets | $0 | 318 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,302,000 | 1,259 |
Managed Assets ($) | $1,302,000 | 1,192 |
Personal trust and agency accounts, managed assets | $1,148,000 | 1,159 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $154,000 | 720 |
Corporate trust and agency accounts, managed assets | $0 | 222 |
Investment management and investment advisory agency accounts, managed assets | $0 | 786 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
Other fiduciary accounts, managed assets | $0 | 230 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 652 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $0 | 1,160 |
Personal trust and agency accounts, non-managed assets | $0 | 854 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
Other retirement accounts, non-managed assets | $0 | 778 |
Corporate trust and agency accounts, non-managed assets | $0 | 303 |
Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
Other fiduciary accounts, non-managed assets | $0 | 219 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 826 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 786 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,757,000 | 405 |
Managed Assets ($) | $2,757,000 | 382 |
Personal trust and agency accounts, managed assets | $1,792,000 | 380 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $149,000 | 357 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other fiduciary accounts, managed assets | $816,000 | 76 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 320 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 393 |
Personal trust and agency accounts, non-managed assets | $0 | 323 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 369 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,589 |
Fiduciary or related activity | $0 | 1,512 |
Total fiduciary and related assets | $0 | 421 |
Managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, managed assets | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 398 |
Personal trust and agency accounts, non-managed assets | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 325 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 372 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,606 |
Fiduciary or related activity | $0 | 1,531 |
Total fiduciary and related assets | $0 | 427 |
Managed Assets ($) | $0 | 410 |
Personal trust and agency accounts, managed assets | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 94 |
Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 146 |
Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 105 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,631 |
Fiduciary or related activity | $0 | 1,555 |
Total fiduciary and related assets | $0 | 1,537 |
Managed Assets ($) | $0 | 1,439 |
Personal trust and agency accounts, managed assets | $0 | 1,405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 767 |
Corporate trust and agency accounts, managed assets | $0 | 242 |
Investment management and investment advisory agency accounts, managed assets | $0 | 825 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other fiduciary accounts, managed assets | $0 | 255 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
Non-managed Assets ($) | $0 | 1,212 |
Personal trust and agency accounts, non-managed assets | $0 | 894 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
Other retirement accounts, non-managed assets | $0 | 797 |
Corporate trust and agency accounts, non-managed assets | $0 | 324 |
Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
Other fiduciary accounts, non-managed assets | $0 | 232 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 865 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,644 |
Fiduciary or related activity | $0 | 1,565 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 92 |
Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 117 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
Other fiduciary accounts, non-managed assets | $0 | 108 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,653 |
Fiduciary or related activity | $0 | 1,572 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 384 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 350 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 158 |
Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
Other fiduciary accounts, non-managed assets | $0 | 110 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,664 |
Fiduciary or related activity | $0 | 1,585 |
Total fiduciary and related assets | $0 | 419 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 355 |
Corporate trust and agency accounts, managed assets | $0 | 90 |
Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, non-managed assets | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
Other fiduciary accounts, non-managed assets | $0 | 113 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,675 |
Fiduciary or related activity | $0 | 1,593 |
Total fiduciary and related assets | $0 | 1,581 |
Managed Assets ($) | $0 | 1,484 |
Personal trust and agency accounts, managed assets | $0 | 1,441 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 245 |
Investment management and investment advisory agency accounts, managed assets | $0 | 835 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
Other fiduciary accounts, managed assets | $0 | 258 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
Non-managed Assets ($) | $0 | 1,242 |
Personal trust and agency accounts, non-managed assets | $0 | 920 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
Other retirement accounts, non-managed assets | $0 | 806 |
Corporate trust and agency accounts, non-managed assets | $0 | 345 |
Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
Other fiduciary accounts, non-managed assets | $0 | 221 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 878 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,685 |
Fiduciary or related activity | $0 | 1,605 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Personal trust and agency accounts, managed assets | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
Corporate trust and agency accounts, managed assets | $0 | 96 |
Investment management and investment advisory agency accounts, managed assets | $0 | 353 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 385 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 306 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 116 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
Corporate trust and agency accounts, managed assets | $0 | 99 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 391 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 161 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 115 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 373 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
Corporate trust and agency accounts, managed assets | $0 | 98 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 160 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 377 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,723 |
Fiduciary or related activity | $0 | 1,634 |
Total fiduciary and related assets | $0 | 1,618 |
Managed Assets ($) | $0 | 1,519 |
Personal trust and agency accounts, managed assets | $0 | 1,470 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 777 |
Corporate trust and agency accounts, managed assets | $0 | 260 |
Investment management and investment advisory agency accounts, managed assets | $0 | 851 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 281 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,241 |
Personal trust and agency accounts, non-managed assets | $0 | 946 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
Other retirement accounts, non-managed assets | $0 | 811 |
Corporate trust and agency accounts, non-managed assets | $0 | 351 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 874 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,749 |
Fiduciary or related activity | $0 | 1,659 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 375 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 420 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 171 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,767 |
Fiduciary or related activity | $0 | 1,672 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 394 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 426 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 173 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 134 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 400 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,777 |
Fiduciary or related activity | $0 | 1,684 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 388 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 400 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 341 |
Corporate trust and agency accounts, non-managed assets | $0 | 174 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 407 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,786 |
Fiduciary or related activity | $0 | 1,696 |
Total fiduciary and related assets | $0 | 1,685 |
Managed Assets ($) | $0 | 1,581 |
Personal trust and agency accounts, managed assets | $0 | 1,532 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
Corporate trust and agency accounts, managed assets | $0 | 269 |
Investment management and investment advisory agency accounts, managed assets | $0 | 880 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 297 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,291 |
Personal trust and agency accounts, non-managed assets | $0 | 969 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
Other retirement accounts, non-managed assets | $0 | 860 |
Corporate trust and agency accounts, non-managed assets | $0 | 364 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 258 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 908 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,805 |
Fiduciary or related activity | $0 | 1,715 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, managed assets | $0 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 416 |
Personal trust and agency accounts, non-managed assets | $0 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 183 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 392 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,809 |
Fiduciary or related activity | $0 | 1,721 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 186 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 124 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 120 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Total fiduciary and related assets | $0 | 1,730 |
Managed Assets ($) | $0 | 1,624 |
Personal trust and agency accounts, managed assets | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 276 |
Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,321 |
Personal trust and agency accounts, non-managed assets | $0 | 983 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
Other retirement accounts, non-managed assets | $0 | 853 |
Corporate trust and agency accounts, non-managed assets | $0 | 383 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 947 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Personal trust and agency accounts, managed assets | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 408 |
Personal trust and agency accounts, non-managed assets | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 189 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 388 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Personal trust and agency accounts, managed assets | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 106 |
Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 411 |
Personal trust and agency accounts, non-managed assets | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 395 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 422 |
Personal trust and agency accounts, non-managed assets | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 127 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 405 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 1,786 |
Managed Assets ($) | $0 | 1,677 |
Personal trust and agency accounts, managed assets | $0 | 1,621 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
Corporate trust and agency accounts, managed assets | $0 | 299 |
Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,365 |
Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
Other retirement accounts, non-managed assets | $0 | 867 |
Corporate trust and agency accounts, non-managed assets | $0 | 402 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 271 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 966 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 423 |
Personal trust and agency accounts, managed assets | $0 | 409 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 110 |
Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 412 |
Personal trust and agency accounts, non-managed assets | $0 | 337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Personal trust and agency accounts, managed assets | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 114 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 139 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
Other retirement accounts, non-managed assets | $0 | 334 |
Corporate trust and agency accounts, non-managed assets | $0 | 195 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 135 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 116 |
Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 142 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 199 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Total fiduciary and related assets | $0 | 1,810 |
Managed Assets ($) | $0 | 1,698 |
Personal trust and agency accounts, managed assets | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
Corporate trust and agency accounts, managed assets | $0 | 309 |
Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,358 |
Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
Other retirement accounts, non-managed assets | $0 | 862 |
Corporate trust and agency accounts, non-managed assets | $0 | 395 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 281 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 996 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
Other retirement accounts, non-managed assets | $0 | 327 |
Corporate trust and agency accounts, non-managed assets | $0 | 194 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 404 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, managed assets | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 113 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 338 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 409 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 436 |
Personal trust and agency accounts, non-managed assets | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 133 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 416 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Personal trust and agency accounts, managed assets | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,404 |
Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
Other retirement accounts, non-managed assets | $0 | 879 |
Corporate trust and agency accounts, non-managed assets | $0 | 431 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 284 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,022 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Personal trust and agency accounts, managed assets | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
Corporate trust and agency accounts, managed assets | $0 | 121 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 143 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 445 |
Personal trust and agency accounts, non-managed assets | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
Other retirement accounts, non-managed assets | $0 | 350 |
Corporate trust and agency accounts, non-managed assets | $0 | 201 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 151 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 430 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Personal trust and agency accounts, managed assets | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 151 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 447 |
Personal trust and agency accounts, non-managed assets | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 349 |
Corporate trust and agency accounts, non-managed assets | $0 | 205 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 159 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 431 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Personal trust and agency accounts, managed assets | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 156 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 458 |
Personal trust and agency accounts, non-managed assets | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 354 |
Corporate trust and agency accounts, non-managed assets | $0 | 208 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 442 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Personal trust and agency accounts, managed assets | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,452 |
Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
Other retirement accounts, non-managed assets | $0 | 883 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 299 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | $0 | 1,766 |
Personal trust and agency accounts, managed assets | $0 | 1,716 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,377 |
Personal trust and agency accounts, non-managed assets | $0 | 992 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
Other retirement accounts, non-managed assets | $0 | 833 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 295 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 969 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |