Home > SunTrust Bank > Number of Fiduciary and Related Asset Accounts
SunTrust Bank, Number of Fiduciary and Related Asset Accounts
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,046,000 | 26 |
Number of Managed Accounts | $21,459,000 | 15 |
Personal Trust and Agency Accounts | $8,810,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $94,000 | 41 |
Employee Benefit-defined Benefit Accounts | $60,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,528,000 | 25 |
Corporate Trust and Agency Accounts | $400,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $8,199,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,368,000 | 10 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,501,000 | 25 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,587,000 | 27 |
Personal Trust and Agency Accounts | $165,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $584,000 | 16 |
Employee Benefit-defined Benefit Accounts | $148,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $159,000 | 51 |
Corporate Trust and Agency Accounts | $2,303,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $201,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 21 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,233,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 95 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,503,000 | 26 |
Number of Managed Accounts | $21,851,000 | 15 |
Personal Trust and Agency Accounts | $9,070,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $95,000 | 41 |
Employee Benefit-defined Benefit Accounts | $59,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,520,000 | 25 |
Corporate Trust and Agency Accounts | $403,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $8,341,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,363,000 | 10 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,495,000 | 24 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,652,000 | 28 |
Personal Trust and Agency Accounts | $166,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $593,000 | 15 |
Employee Benefit-defined Benefit Accounts | $152,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $162,000 | 54 |
Corporate Trust and Agency Accounts | $2,349,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $204,000 | 11 |
Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 24 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,336,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 105 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,758,000 | 25 |
Number of Managed Accounts | $22,104,000 | 15 |
Personal Trust and Agency Accounts | $9,307,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $94,000 | 45 |
Employee Benefit-defined Benefit Accounts | $61,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,506,000 | 25 |
Corporate Trust and Agency Accounts | $391,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $8,435,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,310,000 | 10 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,478,000 | 25 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,654,000 | 28 |
Personal Trust and Agency Accounts | $145,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $615,000 | 14 |
Employee Benefit-defined Benefit Accounts | $147,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $172,000 | 55 |
Corporate Trust and Agency Accounts | $2,268,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $217,000 | 11 |
Number (#) individual retirement, health savings, and other similar accounts | $90,000 | 14 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,384,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 100 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,785,000 | 24 |
Number of Managed Accounts | $22,137,000 | 16 |
Personal Trust and Agency Accounts | $9,326,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $94,000 | 44 |
Employee Benefit-defined Benefit Accounts | $59,000 | 21 |
Number of other employee benefit and retirement-related accounts | $2,540,000 | 25 |
Corporate Trust and Agency Accounts | $379,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $8,442,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,297,000 | 10 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,512,000 | 24 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $3,648,000 | 29 |
Personal Trust and Agency Accounts | $153,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $620,000 | 15 |
Employee Benefit-defined Benefit Accounts | $156,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $176,000 | 66 |
Corporate Trust and Agency Accounts | $2,223,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $229,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 14 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,411,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 138 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,778,000 | 24 |
Number of Managed Accounts | $22,254,000 | 15 |
Personal Trust and Agency Accounts | $9,854,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 45 |
Employee Benefit-defined Benefit Accounts | $59,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,513,000 | 25 |
Corporate Trust and Agency Accounts | $357,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $8,106,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,278,000 | 9 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,485,000 | 25 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,524,000 | 27 |
Personal Trust and Agency Accounts | $156,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $610,000 | 15 |
Employee Benefit-defined Benefit Accounts | $161,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $169,000 | 52 |
Corporate Trust and Agency Accounts | $2,116,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $226,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $86,000 | 14 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,417,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 100 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,453,000 | 23 |
Number of Managed Accounts | $21,962,000 | 13 |
Personal Trust and Agency Accounts | $9,534,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 46 |
Employee Benefit-defined Benefit Accounts | $62,000 | 21 |
Number of other employee benefit and retirement-related accounts | $2,428,000 | 26 |
Corporate Trust and Agency Accounts | $341,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $8,237,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,278,000 | 9 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,400,000 | 26 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,491,000 | 28 |
Personal Trust and Agency Accounts | $163,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $597,000 | 15 |
Employee Benefit-defined Benefit Accounts | $160,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $177,000 | 50 |
Corporate Trust and Agency Accounts | $2,070,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $237,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $87,000 | 14 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,504,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $104,000 | 95 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,240,000 | 24 |
Number of Managed Accounts | $21,921,000 | 14 |
Personal Trust and Agency Accounts | $9,736,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 45 |
Employee Benefit-defined Benefit Accounts | $62,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,378,000 | 26 |
Corporate Trust and Agency Accounts | $323,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $8,055,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,283,000 | 9 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,320,000 | 26 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,319,000 | 31 |
Personal Trust and Agency Accounts | $188,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $591,000 | 16 |
Employee Benefit-defined Benefit Accounts | $160,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $186,000 | 51 |
Corporate Trust and Agency Accounts | $2,020,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $65,000 | 36 |
Number (#) individual retirement, health savings, and other similar accounts | $109,000 | 12 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,699,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 89 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $23,124,000 | 25 |
Number of Managed Accounts | $19,103,000 | 16 |
Personal Trust and Agency Accounts | $9,775,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 46 |
Employee Benefit-defined Benefit Accounts | $61,000 | 22 |
Number of other employee benefit and retirement-related accounts | $2,103,000 | 27 |
Corporate Trust and Agency Accounts | $313,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,492,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,276,000 | 10 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,069,000 | 27 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $4,021,000 | 27 |
Personal Trust and Agency Accounts | $724,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $579,000 | 18 |
Employee Benefit-defined Benefit Accounts | $164,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $421,000 | 33 |
Corporate Trust and Agency Accounts | $1,964,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | $58,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $111,000 | 12 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,113,000 | 27 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $325,000 | 60 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $22,980,000 | 25 |
Number of Managed Accounts | $19,068,000 | 15 |
Personal Trust and Agency Accounts | $9,904,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 47 |
Employee Benefit-defined Benefit Accounts | $59,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,075,000 | 27 |
Corporate Trust and Agency Accounts | $298,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,394,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,260,000 | 10 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,053,000 | 27 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,912,000 | 26 |
Personal Trust and Agency Accounts | $712,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $562,000 | 18 |
Employee Benefit-defined Benefit Accounts | $163,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $393,000 | 29 |
Corporate Trust and Agency Accounts | $1,913,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | $59,000 | 36 |
Number (#) individual retirement, health savings, and other similar accounts | $110,000 | 12 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,114,000 | 27 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $319,000 | 49 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $23,223,000 | 25 |
Number of Managed Accounts | $19,136,000 | 15 |
Personal Trust and Agency Accounts | $10,024,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 53 |
Employee Benefit-defined Benefit Accounts | $60,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,093,000 | 27 |
Corporate Trust and Agency Accounts | $280,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,364,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,241,000 | 10 |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,057,000 | 27 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,087,000 | 26 |
Personal Trust and Agency Accounts | $961,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $547,000 | 18 |
Employee Benefit-defined Benefit Accounts | $165,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $395,000 | 30 |
Corporate Trust and Agency Accounts | $1,842,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | $66,000 | 33 |
Number (#) individual retirement, health savings, and other similar accounts | $111,000 | 11 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,957,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $318,000 | 50 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $23,332,000 | 25 |
Number of Managed Accounts | $19,435,000 | 15 |
Personal Trust and Agency Accounts | $10,262,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 53 |
Employee Benefit-defined Benefit Accounts | $61,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,119,000 | 27 |
Corporate Trust and Agency Accounts | $256,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,419,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,250,000 | 11 |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,084,000 | 26 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,897,000 | 26 |
Personal Trust and Agency Accounts | $967,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $523,000 | 18 |
Employee Benefit-defined Benefit Accounts | $166,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $407,000 | 31 |
Corporate Trust and Agency Accounts | $1,654,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $68,000 | 30 |
Number (#) individual retirement, health savings, and other similar accounts | $112,000 | 11 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,001,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $330,000 | 49 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $23,437,000 | 26 |
Number of Managed Accounts | $19,451,000 | 15 |
Personal Trust and Agency Accounts | $10,292,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $65,000 | 61 |
Employee Benefit-defined Benefit Accounts | $64,000 | 22 |
Number of other employee benefit and retirement-related accounts | $2,122,000 | 27 |
Corporate Trust and Agency Accounts | $252,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,309,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,347,000 | 11 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,092,000 | 26 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $3,986,000 | 28 |
Personal Trust and Agency Accounts | $994,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $533,000 | 18 |
Employee Benefit-defined Benefit Accounts | $164,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $412,000 | 34 |
Corporate Trust and Agency Accounts | $1,694,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $73,000 | 30 |
Number (#) individual retirement, health savings, and other similar accounts | $116,000 | 9 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,602,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $337,000 | 58 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $23,652,000 | 26 |
Number of Managed Accounts | $19,765,000 | 15 |
Personal Trust and Agency Accounts | $10,500,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 62 |
Employee Benefit-defined Benefit Accounts | $67,000 | 20 |
Number of other employee benefit and retirement-related accounts | $2,306,000 | 23 |
Corporate Trust and Agency Accounts | $249,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,227,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,358,000 | 12 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,277,000 | 24 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,887,000 | 27 |
Personal Trust and Agency Accounts | $1,016,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $544,000 | 17 |
Employee Benefit-defined Benefit Accounts | $166,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $258,000 | 42 |
Corporate Trust and Agency Accounts | $1,712,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | $77,000 | 27 |
Number (#) individual retirement, health savings, and other similar accounts | $114,000 | 9 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,165,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $183,000 | 71 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,340,000 | 26 |
Number of Managed Accounts | $20,412,000 | 15 |
Personal Trust and Agency Accounts | $11,220,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 63 |
Employee Benefit-defined Benefit Accounts | $68,000 | 19 |
Number of other employee benefit and retirement-related accounts | $2,319,000 | 22 |
Corporate Trust and Agency Accounts | $238,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,156,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,350,000 | 10 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,283,000 | 22 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,928,000 | 26 |
Personal Trust and Agency Accounts | $1,027,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $552,000 | 16 |
Employee Benefit-defined Benefit Accounts | $169,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $295,000 | 38 |
Corporate Trust and Agency Accounts | $1,689,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | $75,000 | 27 |
Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 9 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,243,000 | 27 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $222,000 | 61 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,564,000 | 25 |
Number of Managed Accounts | $20,540,000 | 15 |
Personal Trust and Agency Accounts | $11,409,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 64 |
Employee Benefit-defined Benefit Accounts | $67,000 | 19 |
Number of other employee benefit and retirement-related accounts | $2,311,000 | 22 |
Corporate Trust and Agency Accounts | $237,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,177,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,280,000 | 11 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,275,000 | 22 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,024,000 | 26 |
Personal Trust and Agency Accounts | $1,062,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $562,000 | 18 |
Employee Benefit-defined Benefit Accounts | $171,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $294,000 | 39 |
Corporate Trust and Agency Accounts | $1,701,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | $79,000 | 27 |
Number (#) individual retirement, health savings, and other similar accounts | $155,000 | 9 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,363,000 | 27 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $218,000 | 63 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,568,000 | 24 |
Number of Managed Accounts | $20,599,000 | 15 |
Personal Trust and Agency Accounts | $11,445,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $85,000 | 48 |
Employee Benefit-defined Benefit Accounts | $70,000 | 21 |
Number of other employee benefit and retirement-related accounts | $2,167,000 | 23 |
Corporate Trust and Agency Accounts | $215,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,328,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,289,000 | 11 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,135,000 | 22 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $3,969,000 | 28 |
Personal Trust and Agency Accounts | $1,057,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $546,000 | 19 |
Employee Benefit-defined Benefit Accounts | $162,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $300,000 | 48 |
Corporate Trust and Agency Accounts | $1,674,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $75,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $155,000 | 9 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,449,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $232,000 | 75 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,846,000 | 24 |
Number of Managed Accounts | $20,879,000 | 15 |
Personal Trust and Agency Accounts | $11,564,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 50 |
Employee Benefit-defined Benefit Accounts | $71,000 | 18 |
Number of other employee benefit and retirement-related accounts | $2,237,000 | 21 |
Corporate Trust and Agency Accounts | $183,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $5,486,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,259,000 | 11 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,206,000 | 21 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,967,000 | 26 |
Personal Trust and Agency Accounts | $1,059,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $533,000 | 19 |
Employee Benefit-defined Benefit Accounts | $175,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $300,000 | 37 |
Corporate Trust and Agency Accounts | $1,640,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $98,000 | 21 |
Number (#) individual retirement, health savings, and other similar accounts | $162,000 | 8 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,638,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $231,000 | 60 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,877,000 | 22 |
Number of Managed Accounts | $21,789,000 | 16 |
Personal Trust and Agency Accounts | $12,028,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 57 |
Employee Benefit-defined Benefit Accounts | $76,000 | 17 |
Number of other employee benefit and retirement-related accounts | $2,374,000 | 19 |
Corporate Trust and Agency Accounts | $177,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,782,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,279,000 | 10 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,333,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,088,000 | 21 |
Personal Trust and Agency Accounts | $1,742,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $560,000 | 19 |
Employee Benefit-defined Benefit Accounts | $216,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $331,000 | 34 |
Corporate Trust and Agency Accounts | $1,957,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $96,000 | 22 |
Number (#) individual retirement, health savings, and other similar accounts | $186,000 | 8 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,339,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $245,000 | 58 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,946,000 | 22 |
Number of Managed Accounts | $21,978,000 | 14 |
Personal Trust and Agency Accounts | $12,193,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 60 |
Employee Benefit-defined Benefit Accounts | $74,000 | 17 |
Number of other employee benefit and retirement-related accounts | $2,421,000 | 19 |
Corporate Trust and Agency Accounts | $148,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $5,802,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,278,000 | 10 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,379,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,968,000 | 24 |
Personal Trust and Agency Accounts | $1,648,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $569,000 | 20 |
Employee Benefit-defined Benefit Accounts | $223,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $325,000 | 38 |
Corporate Trust and Agency Accounts | $1,927,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $88,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $188,000 | 8 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,516,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $240,000 | 62 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,984,000 | 23 |
Number of Managed Accounts | $21,928,000 | 14 |
Personal Trust and Agency Accounts | $12,264,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 71 |
Employee Benefit-defined Benefit Accounts | $77,000 | 19 |
Number of other employee benefit and retirement-related accounts | $2,413,000 | 19 |
Corporate Trust and Agency Accounts | $103,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $5,725,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,289,000 | 10 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,369,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $5,056,000 | 27 |
Personal Trust and Agency Accounts | $1,618,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $598,000 | 21 |
Employee Benefit-defined Benefit Accounts | $229,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $314,000 | 55 |
Corporate Trust and Agency Accounts | $2,029,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $78,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $190,000 | 8 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,622,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $230,000 | 87 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,877,000 | 25 |
Number of Managed Accounts | $21,901,000 | 14 |
Personal Trust and Agency Accounts | $12,366,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 67 |
Employee Benefit-defined Benefit Accounts | $80,000 | 17 |
Number of other employee benefit and retirement-related accounts | $2,434,000 | 18 |
Corporate Trust and Agency Accounts | $82,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $5,605,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,276,000 | 10 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,391,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,976,000 | 27 |
Personal Trust and Agency Accounts | $1,621,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $597,000 | 21 |
Employee Benefit-defined Benefit Accounts | $239,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $308,000 | 39 |
Corporate Trust and Agency Accounts | $1,957,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $65,000 | 30 |
Number (#) individual retirement, health savings, and other similar accounts | $189,000 | 7 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,645,000 | 21 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $225,000 | 64 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,089,000 | 25 |
Number of Managed Accounts | $21,959,000 | 14 |
Personal Trust and Agency Accounts | $12,431,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 73 |
Employee Benefit-defined Benefit Accounts | $91,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,461,000 | 18 |
Corporate Trust and Agency Accounts | $74,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $5,579,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,270,000 | 10 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,418,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,130,000 | 27 |
Personal Trust and Agency Accounts | $1,678,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $701,000 | 17 |
Employee Benefit-defined Benefit Accounts | $242,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $332,000 | 37 |
Corporate Trust and Agency Accounts | $1,927,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $61,000 | 32 |
Number (#) individual retirement, health savings, and other similar accounts | $189,000 | 8 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,810,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $233,000 | 63 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,147,000 | 26 |
Number of Managed Accounts | $21,987,000 | 14 |
Personal Trust and Agency Accounts | $12,537,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 75 |
Employee Benefit-defined Benefit Accounts | $102,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,433,000 | 17 |
Corporate Trust and Agency Accounts | $63,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $5,550,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,251,000 | 10 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,391,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,160,000 | 28 |
Personal Trust and Agency Accounts | $1,665,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $714,000 | 19 |
Employee Benefit-defined Benefit Accounts | $250,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $349,000 | 39 |
Corporate Trust and Agency Accounts | $1,926,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $61,000 | 32 |
Number (#) individual retirement, health savings, and other similar accounts | $195,000 | 8 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,828,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $238,000 | 65 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,363,000 | 24 |
Number of Managed Accounts | $21,985,000 | 14 |
Personal Trust and Agency Accounts | $12,625,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 75 |
Employee Benefit-defined Benefit Accounts | $105,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,422,000 | 17 |
Corporate Trust and Agency Accounts | $64,000 | 15 |
Number of managed investment management and investment advisory agency accounts | $5,526,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,188,000 | 10 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,379,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,129,000 | 35 |
Number of Non-Managed Accounts | $5,378,000 | 27 |
Personal Trust and Agency Accounts | $1,745,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $732,000 | 19 |
Employee Benefit-defined Benefit Accounts | $257,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $355,000 | 50 |
Corporate Trust and Agency Accounts | $2,033,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $56,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $200,000 | 10 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,680,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $252,000 | 86 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,768,000 | 24 |
Number of Managed Accounts | $22,490,000 | 15 |
Personal Trust and Agency Accounts | $13,061,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $54,000 | 72 |
Employee Benefit-defined Benefit Accounts | $108,000 | 18 |
Number of other employee benefit and retirement-related accounts | $2,464,000 | 18 |
Corporate Trust and Agency Accounts | $52,000 | 13 |
Number of managed investment management and investment advisory agency accounts | $5,628,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,123,000 | 8 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,418,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,278,000 | 26 |
Personal Trust and Agency Accounts | $1,686,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $729,000 | 19 |
Employee Benefit-defined Benefit Accounts | $254,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $375,000 | 37 |
Corporate Trust and Agency Accounts | $2,021,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 86 |
Number (#) individual retirement, health savings, and other similar accounts | $201,000 | 10 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,576,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $257,000 | 60 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,153,000 | 24 |
Number of Managed Accounts | $22,748,000 | 12 |
Personal Trust and Agency Accounts | $13,214,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $50,000 | 75 |
Employee Benefit-defined Benefit Accounts | $112,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,531,000 | 17 |
Corporate Trust and Agency Accounts | $43,000 | 15 |
Number of managed investment management and investment advisory agency accounts | $5,643,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,155,000 | 8 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,485,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,405,000 | 27 |
Personal Trust and Agency Accounts | $1,758,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $732,000 | 19 |
Employee Benefit-defined Benefit Accounts | $256,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $407,000 | 35 |
Corporate Trust and Agency Accounts | $2,039,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $203,000 | 10 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,672,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $288,000 | 57 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,545,000 | 24 |
Number of Managed Accounts | $23,072,000 | 11 |
Personal Trust and Agency Accounts | $13,443,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 73 |
Employee Benefit-defined Benefit Accounts | $120,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,523,000 | 17 |
Corporate Trust and Agency Accounts | $33,000 | 17 |
Number of managed investment management and investment advisory agency accounts | $5,627,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,274,000 | 8 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,493,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,473,000 | 27 |
Personal Trust and Agency Accounts | $1,779,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $745,000 | 21 |
Employee Benefit-defined Benefit Accounts | $254,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $445,000 | 32 |
Corporate Trust and Agency Accounts | $2,034,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 87 |
Number (#) individual retirement, health savings, and other similar accounts | $205,000 | 10 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,763,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $297,000 | 61 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,550,000 | 21 |
Number of Managed Accounts | $23,288,000 | 10 |
Personal Trust and Agency Accounts | $13,553,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 72 |
Employee Benefit-defined Benefit Accounts | $127,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,564,000 | 17 |
Corporate Trust and Agency Accounts | $20,000 | 36 |
Number of managed investment management and investment advisory agency accounts | $5,681,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,283,000 | 8 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,539,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,277,000 | 21 |
Number of Non-Managed Accounts | $6,262,000 | 27 |
Personal Trust and Agency Accounts | $1,844,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $772,000 | 20 |
Employee Benefit-defined Benefit Accounts | $309,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $469,000 | 36 |
Corporate Trust and Agency Accounts | $2,644,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 116 |
Number (#) individual retirement, health savings, and other similar accounts | $210,000 | 10 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,942,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $322,000 | 71 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,581,000 | 20 |
Number of Managed Accounts | $23,326,000 | 9 |
Personal Trust and Agency Accounts | $13,691,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $41,000 | 91 |
Employee Benefit-defined Benefit Accounts | $118,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,569,000 | 16 |
Corporate Trust and Agency Accounts | $16,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $5,639,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,252,000 | 8 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,538,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,255,000 | 24 |
Personal Trust and Agency Accounts | $1,756,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $682,000 | 22 |
Employee Benefit-defined Benefit Accounts | $343,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $485,000 | 28 |
Corporate Trust and Agency Accounts | $3,759,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 66 |
Number (#) individual retirement, health savings, and other similar accounts | $211,000 | 7 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,938,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $334,000 | 51 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,751,000 | 20 |
Number of Managed Accounts | $23,584,000 | 9 |
Personal Trust and Agency Accounts | $13,749,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $43,000 | 89 |
Employee Benefit-defined Benefit Accounts | $120,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,586,000 | 16 |
Corporate Trust and Agency Accounts | $2,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $5,690,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,394,000 | 7 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,553,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,167,000 | 25 |
Personal Trust and Agency Accounts | $1,693,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $697,000 | 22 |
Employee Benefit-defined Benefit Accounts | $353,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $495,000 | 29 |
Corporate Trust and Agency Accounts | $3,697,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 92 |
Number (#) individual retirement, health savings, and other similar accounts | $221,000 | 6 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,033,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $338,000 | 50 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,769,000 | 20 |
Number of Managed Accounts | $24,083,000 | 10 |
Personal Trust and Agency Accounts | $14,142,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 94 |
Employee Benefit-defined Benefit Accounts | $112,000 | 16 |
Number of other employee benefit and retirement-related accounts | $2,564,000 | 16 |
Corporate Trust and Agency Accounts | $3,000 | 54 |
Number of managed investment management and investment advisory agency accounts | $5,788,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,434,000 | 8 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,538,000 | 14 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $6,686,000 | 28 |
Personal Trust and Agency Accounts | $1,556,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $732,000 | 23 |
Employee Benefit-defined Benefit Accounts | $354,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $507,000 | 27 |
Corporate Trust and Agency Accounts | $3,288,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $221,000 | 6 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,798,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $352,000 | 45 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,506,000 | 19 |
Number of Managed Accounts | $24,542,000 | 9 |
Personal Trust and Agency Accounts | $14,199,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 96 |
Employee Benefit-defined Benefit Accounts | $120,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,546,000 | 15 |
Corporate Trust and Agency Accounts | $2,000 | 139 |
Number of managed investment management and investment advisory agency accounts | $6,113,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,518,000 | 7 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,524,000 | 14 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,235,000 | 23 |
Number of Non-Managed Accounts | $6,964,000 | 26 |
Personal Trust and Agency Accounts | $1,614,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $775,000 | 22 |
Employee Benefit-defined Benefit Accounts | $363,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $524,000 | 31 |
Corporate Trust and Agency Accounts | $3,414,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $40,000 | 48 |
Number (#) individual retirement, health savings, and other similar accounts | $234,000 | 7 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,862,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $365,000 | 58 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,680,000 | 22 |
Number of Managed Accounts | $24,946,000 | 10 |
Personal Trust and Agency Accounts | $14,355,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 90 |
Employee Benefit-defined Benefit Accounts | $120,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,469,000 | 17 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $6,444,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,514,000 | 6 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,441,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,734,000 | 31 |
Personal Trust and Agency Accounts | $1,528,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $801,000 | 23 |
Employee Benefit-defined Benefit Accounts | $363,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $529,000 | 27 |
Corporate Trust and Agency Accounts | $245,000 | 45 |
Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 30 |
Number (#) individual retirement, health savings, and other similar accounts | $225,000 | 5 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,729,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $371,000 | 43 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,975,000 | 22 |
Number of Managed Accounts | $25,204,000 | 10 |
Personal Trust and Agency Accounts | $14,652,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $45,000 | 91 |
Employee Benefit-defined Benefit Accounts | $120,000 | 12 |
Number of other employee benefit and retirement-related accounts | $2,350,000 | 17 |
Corporate Trust and Agency Accounts | $2,000 | 68 |
Number of managed investment management and investment advisory agency accounts | $6,417,000 | 13 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,618,000 | 5 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,327,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,771,000 | 32 |
Personal Trust and Agency Accounts | $1,478,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $817,000 | 23 |
Employee Benefit-defined Benefit Accounts | $363,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $572,000 | 27 |
Corporate Trust and Agency Accounts | $239,000 | 47 |
Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $247,000 | 6 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,530,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $400,000 | 39 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,863,000 | 21 |
Number of Managed Accounts | $24,129,000 | 9 |
Personal Trust and Agency Accounts | $14,951,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $50,000 | 88 |
Employee Benefit-defined Benefit Accounts | $118,000 | 12 |
Number of other employee benefit and retirement-related accounts | $2,318,000 | 16 |
Corporate Trust and Agency Accounts | $11,000 | 38 |
Number of managed investment management and investment advisory agency accounts | $5,027,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,654,000 | 5 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,281,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,734,000 | 34 |
Personal Trust and Agency Accounts | $1,402,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $828,000 | 24 |
Employee Benefit-defined Benefit Accounts | $367,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $603,000 | 27 |
Corporate Trust and Agency Accounts | $224,000 | 45 |
Number of investment management and advisory agency accounts, non-managed assets | $65,000 | 21 |
Number (#) individual retirement, health savings, and other similar accounts | $245,000 | 7 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,536,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $430,000 | 35 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,397,000 | 21 |
Number of Managed Accounts | $24,546,000 | 9 |
Personal Trust and Agency Accounts | $15,235,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 92 |
Employee Benefit-defined Benefit Accounts | $131,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,357,000 | 16 |
Corporate Trust and Agency Accounts | $11,000 | 67 |
Number of managed investment management and investment advisory agency accounts | $5,066,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,693,000 | 5 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,331,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,411,000 | 23 |
Number of Non-Managed Accounts | $3,851,000 | 36 |
Personal Trust and Agency Accounts | $1,381,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $867,000 | 24 |
Employee Benefit-defined Benefit Accounts | $376,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $701,000 | 28 |
Corporate Trust and Agency Accounts | $243,000 | 47 |
Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 49 |
Number (#) individual retirement, health savings, and other similar accounts | $247,000 | 7 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,786,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $506,000 | 44 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,388,000 | 20 |
Number of Managed Accounts | $24,648,000 | 9 |
Personal Trust and Agency Accounts | $15,519,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 79 |
Employee Benefit-defined Benefit Accounts | $118,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,310,000 | 16 |
Corporate Trust and Agency Accounts | $11,000 | 36 |
Number of managed investment management and investment advisory agency accounts | $5,048,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,585,000 | 5 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,279,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,740,000 | 35 |
Personal Trust and Agency Accounts | $1,270,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $870,000 | 25 |
Employee Benefit-defined Benefit Accounts | $370,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $707,000 | 23 |
Corporate Trust and Agency Accounts | $239,000 | 45 |
Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 34 |
Number (#) individual retirement, health savings, and other similar accounts | $246,000 | 7 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,922,000 | 22 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $515,000 | 37 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,801,000 | 19 |
Number of Managed Accounts | $24,984,000 | 9 |
Personal Trust and Agency Accounts | $15,782,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 84 |
Employee Benefit-defined Benefit Accounts | $117,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,332,000 | 16 |
Corporate Trust and Agency Accounts | $9,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $5,123,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,569,000 | 5 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,294,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,817,000 | 36 |
Personal Trust and Agency Accounts | $1,284,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $871,000 | 26 |
Employee Benefit-defined Benefit Accounts | $366,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $741,000 | 26 |
Corporate Trust and Agency Accounts | $236,000 | 45 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 32 |
Number (#) individual retirement, health savings, and other similar accounts | $282,000 | 6 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,965,000 | 22 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $534,000 | 36 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,959,000 | 20 |
Number of Managed Accounts | $25,144,000 | 9 |
Personal Trust and Agency Accounts | $16,067,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 81 |
Employee Benefit-defined Benefit Accounts | $114,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,229,000 | 16 |
Corporate Trust and Agency Accounts | $10,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $5,061,000 | 13 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,610,000 | 5 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,188,000 | 14 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,815,000 | 34 |
Personal Trust and Agency Accounts | $1,242,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $896,000 | 27 |
Employee Benefit-defined Benefit Accounts | $380,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $757,000 | 24 |
Corporate Trust and Agency Accounts | $222,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $281,000 | 7 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,009,000 | 22 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $544,000 | 33 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,649,000 | 20 |
Number of Managed Accounts | $25,465,000 | 10 |
Personal Trust and Agency Accounts | $16,166,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 96 |
Employee Benefit-defined Benefit Accounts | $119,000 | 16 |
Number of other employee benefit and retirement-related accounts | $2,250,000 | 15 |
Corporate Trust and Agency Accounts | $10,000 | 76 |
Number of managed investment management and investment advisory agency accounts | $5,163,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,705,000 | 7 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,208,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $18,004,000 | 9 |
Number of Non-Managed Accounts | $4,184,000 | 38 |
Personal Trust and Agency Accounts | $1,262,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $908,000 | 28 |
Employee Benefit-defined Benefit Accounts | $391,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $773,000 | 28 |
Corporate Trust and Agency Accounts | $230,000 | 52 |
Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 36 |
Number (#) individual retirement, health savings, and other similar accounts | $577,000 | 3 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,029,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $545,000 | 45 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,223,000 | 24 |
Number of Managed Accounts | $26,337,000 | 12 |
Personal Trust and Agency Accounts | $17,161,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 89 |
Employee Benefit-defined Benefit Accounts | $121,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,378,000 | 16 |
Corporate Trust and Agency Accounts | $13,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $6,262,000 | 12 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $351,000 | 11 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,886,000 | 37 |
Personal Trust and Agency Accounts | $1,352,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $909,000 | 29 |
Employee Benefit-defined Benefit Accounts | $387,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $773,000 | 23 |
Corporate Trust and Agency Accounts | $224,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $241,000 | 22 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,092,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,852,000 | 23 |
Number of Managed Accounts | $27,086,000 | 12 |
Personal Trust and Agency Accounts | $17,474,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 87 |
Employee Benefit-defined Benefit Accounts | $122,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,501,000 | 15 |
Corporate Trust and Agency Accounts | $10,000 | 47 |
Number of managed investment management and investment advisory agency accounts | $6,543,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $381,000 | 12 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,766,000 | 37 |
Personal Trust and Agency Accounts | $1,307,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $911,000 | 29 |
Employee Benefit-defined Benefit Accounts | $384,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $689,000 | 25 |
Corporate Trust and Agency Accounts | $230,000 | 48 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $245,000 | 22 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,203,000 | 22 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,619,000 | 21 |
Number of Managed Accounts | $27,921,000 | 13 |
Personal Trust and Agency Accounts | $17,995,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 68 |
Employee Benefit-defined Benefit Accounts | $125,000 | 16 |
Number of other employee benefit and retirement-related accounts | $2,587,000 | 15 |
Corporate Trust and Agency Accounts | $14,000 | 38 |
Number of managed investment management and investment advisory agency accounts | $6,739,000 | 12 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $386,000 | 11 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,698,000 | 35 |
Personal Trust and Agency Accounts | $1,243,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $900,000 | 28 |
Employee Benefit-defined Benefit Accounts | $387,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $692,000 | 24 |
Corporate Trust and Agency Accounts | $233,000 | 48 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $243,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,337,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $32,368,000 | 23 |
Number of Managed Accounts | $28,631,000 | 13 |
Personal Trust and Agency Accounts | $18,263,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 75 |
Employee Benefit-defined Benefit Accounts | $130,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,739,000 | 13 |
Corporate Trust and Agency Accounts | $16,000 | 65 |
Number of managed investment management and investment advisory agency accounts | $7,022,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $389,000 | 10 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,737,000 | 40 |
Personal Trust and Agency Accounts | $1,185,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $931,000 | 28 |
Employee Benefit-defined Benefit Accounts | $405,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $704,000 | 33 |
Corporate Trust and Agency Accounts | $245,000 | 53 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $267,000 | 29 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,417,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $32,858,000 | 22 |
Number of Managed Accounts | $29,231,000 | 12 |
Personal Trust and Agency Accounts | $18,587,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 66 |
Employee Benefit-defined Benefit Accounts | $148,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,808,000 | 14 |
Corporate Trust and Agency Accounts | $8,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $7,214,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $388,000 | 11 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,627,000 | 38 |
Personal Trust and Agency Accounts | $1,096,000 | 13 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $920,000 | 25 |
Employee Benefit-defined Benefit Accounts | $391,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $706,000 | 26 |
Corporate Trust and Agency Accounts | $250,000 | 50 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $264,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,400,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $33,833,000 | 21 |
Number of Managed Accounts | $29,856,000 | 10 |
Personal Trust and Agency Accounts | $19,043,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $80,000 | 68 |
Employee Benefit-defined Benefit Accounts | $154,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,878,000 | 12 |
Corporate Trust and Agency Accounts | $8,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $7,232,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $461,000 | 12 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,977,000 | 36 |
Personal Trust and Agency Accounts | $1,058,000 | 13 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $955,000 | 27 |
Employee Benefit-defined Benefit Accounts | $394,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $715,000 | 28 |
Corporate Trust and Agency Accounts | $354,000 | 43 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $501,000 | 11 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,402,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $34,361,000 | 20 |
Number of Managed Accounts | $30,565,000 | 9 |
Personal Trust and Agency Accounts | $19,516,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $85,000 | 67 |
Employee Benefit-defined Benefit Accounts | $160,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,934,000 | 11 |
Corporate Trust and Agency Accounts | $7,000 | 58 |
Number of managed investment management and investment advisory agency accounts | $7,345,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $518,000 | 14 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,796,000 | 36 |
Personal Trust and Agency Accounts | $926,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $964,000 | 25 |
Employee Benefit-defined Benefit Accounts | $390,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $626,000 | 28 |
Corporate Trust and Agency Accounts | $377,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $513,000 | 12 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,487,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $34,750,000 | 21 |
Number of Managed Accounts | $30,977,000 | 9 |
Personal Trust and Agency Accounts | $19,778,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 71 |
Employee Benefit-defined Benefit Accounts | $168,000 | 14 |
Number of other employee benefit and retirement-related accounts | $2,973,000 | 10 |
Corporate Trust and Agency Accounts | $7,000 | 104 |
Number of managed investment management and investment advisory agency accounts | $7,471,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $494,000 | 14 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,773,000 | 38 |
Personal Trust and Agency Accounts | $877,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $981,000 | 24 |
Employee Benefit-defined Benefit Accounts | $381,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $633,000 | 36 |
Corporate Trust and Agency Accounts | $418,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $483,000 | 16 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,501,000 | 21 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $35,311,000 | 21 |
Number of Managed Accounts | $31,538,000 | 9 |
Personal Trust and Agency Accounts | $20,111,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 70 |
Employee Benefit-defined Benefit Accounts | $170,000 | 14 |
Number of other employee benefit and retirement-related accounts | $3,054,000 | 10 |
Corporate Trust and Agency Accounts | $7,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $7,646,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $467,000 | 14 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,773,000 | 33 |
Personal Trust and Agency Accounts | $850,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000,000 | 24 |
Employee Benefit-defined Benefit Accounts | $354,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $672,000 | 25 |
Corporate Trust and Agency Accounts | $438,000 | 38 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $459,000 | 14 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,519,000 | 21 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $36,246,000 | 19 |
Number of Managed Accounts | $32,330,000 | 9 |
Personal Trust and Agency Accounts | $20,575,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 72 |
Employee Benefit-defined Benefit Accounts | $174,000 | 15 |
Number of other employee benefit and retirement-related accounts | $3,154,000 | 10 |
Corporate Trust and Agency Accounts | $7,000 | 57 |
Number of managed investment management and investment advisory agency accounts | $7,866,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $471,000 | 14 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,916,000 | 34 |
Personal Trust and Agency Accounts | $783,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,012,000 | 24 |
Employee Benefit-defined Benefit Accounts | $360,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $704,000 | 25 |
Corporate Trust and Agency Accounts | $603,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $454,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,647,000 | 22 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $37,055,000 | 20 |
Number of Managed Accounts | $33,060,000 | 9 |
Personal Trust and Agency Accounts | $21,079,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 59 |
Employee Benefit-defined Benefit Accounts | $174,000 | 15 |
Number of other employee benefit and retirement-related accounts | $3,225,000 | 8 |
Corporate Trust and Agency Accounts | $11,000 | 49 |
Number of managed investment management and investment advisory agency accounts | $8,097,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $374,000 | 14 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,995,000 | 35 |
Personal Trust and Agency Accounts | $792,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,014,000 | 23 |
Employee Benefit-defined Benefit Accounts | $353,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $755,000 | 22 |
Corporate Trust and Agency Accounts | $626,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $455,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,537,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $40,218,000 | 18 |
Number of Managed Accounts | $33,656,000 | 9 |
Personal Trust and Agency Accounts | $21,381,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 72 |
Employee Benefit-defined Benefit Accounts | $183,000 | 18 |
Number of other employee benefit and retirement-related accounts | $3,248,000 | 8 |
Corporate Trust and Agency Accounts | $11,000 | 94 |
Number of managed investment management and investment advisory agency accounts | $8,353,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $388,000 | 14 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $6,562,000 | 28 |
Personal Trust and Agency Accounts | $759,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $982,000 | 23 |
Employee Benefit-defined Benefit Accounts | $352,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $757,000 | 28 |
Corporate Trust and Agency Accounts | $3,237,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $475,000 | 20 |
Memoranda | ||
Custody and Safekeeping Accounts | $15,745,000 | 19 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $47,709,000 | 13 |
Number of Managed Accounts | $34,060,000 | 9 |
Personal Trust and Agency Accounts | $21,695,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 67 |
Employee Benefit-defined Benefit Accounts | $194,000 | 13 |
Number of other employee benefit and retirement-related accounts | $3,308,000 | 7 |
Corporate Trust and Agency Accounts | $16,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $8,587,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $168,000 | 17 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,649,000 | 19 |
Personal Trust and Agency Accounts | $784,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $986,000 | 21 |
Employee Benefit-defined Benefit Accounts | $356,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $744,000 | 21 |
Corporate Trust and Agency Accounts | $10,006,000 | 8 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $773,000 | 17 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,920,000 | 22 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $48,211,000 | 12 |
Number of Managed Accounts | $34,669,000 | 9 |
Personal Trust and Agency Accounts | $22,010,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 66 |
Employee Benefit-defined Benefit Accounts | $198,000 | 13 |
Number of other employee benefit and retirement-related accounts | $3,377,000 | 7 |
Corporate Trust and Agency Accounts | $13,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $8,812,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $167,000 | 20 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,542,000 | 20 |
Personal Trust and Agency Accounts | $787,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $990,000 | 21 |
Employee Benefit-defined Benefit Accounts | $349,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $779,000 | 20 |
Corporate Trust and Agency Accounts | $9,857,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $780,000 | 16 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,847,000 | 21 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $49,218,000 | 12 |
Number of Managed Accounts | $35,653,000 | 9 |
Personal Trust and Agency Accounts | $22,439,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 61 |
Employee Benefit-defined Benefit Accounts | $207,000 | 12 |
Number of other employee benefit and retirement-related accounts | $3,420,000 | 7 |
Corporate Trust and Agency Accounts | $14,000 | 47 |
Number of managed investment management and investment advisory agency accounts | $9,107,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $370,000 | 17 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,565,000 | 18 |
Personal Trust and Agency Accounts | $762,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $994,000 | 23 |
Employee Benefit-defined Benefit Accounts | $342,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $923,000 | 19 |
Corporate Trust and Agency Accounts | $9,852,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $692,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $8,291,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $49,591,000 | 13 |
Number of Managed Accounts | $35,919,000 | 9 |
Personal Trust and Agency Accounts | $22,612,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $101,000 | 71 |
Employee Benefit-defined Benefit Accounts | $189,000 | 16 |
Number of other employee benefit and retirement-related accounts | $3,408,000 | 6 |
Corporate Trust and Agency Accounts | $14,000 | 84 |
Number of managed investment management and investment advisory agency accounts | $9,594,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 252 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,672,000 | 18 |
Personal Trust and Agency Accounts | $785,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $997,000 | 24 |
Employee Benefit-defined Benefit Accounts | $365,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $1,140,000 | 23 |
Corporate Trust and Agency Accounts | $10,383,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,000 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $9,211,000 | 20 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $49,969,000 | 12 |
Number of Managed Accounts | $35,948,000 | 8 |
Personal Trust and Agency Accounts | $22,847,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 61 |
Employee Benefit-defined Benefit Accounts | $190,000 | 14 |
Number of other employee benefit and retirement-related accounts | $3,370,000 | 5 |
Corporate Trust and Agency Accounts | $20,000 | 43 |
Number of managed investment management and investment advisory agency accounts | $9,415,000 | 7 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,021,000 | 19 |
Personal Trust and Agency Accounts | $809,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $999,000 | 26 |
Employee Benefit-defined Benefit Accounts | $697,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $1,157,000 | 17 |
Corporate Trust and Agency Accounts | $10,357,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,000 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,953,000 | 20 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $50,251,000 | 13 |
Number of Managed Accounts | $35,965,000 | 8 |
Personal Trust and Agency Accounts | $22,928,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 61 |
Employee Benefit-defined Benefit Accounts | $174,000 | 15 |
Number of other employee benefit and retirement-related accounts | $3,357,000 | 5 |
Corporate Trust and Agency Accounts | $19,000 | 42 |
Number of managed investment management and investment advisory agency accounts | $9,378,000 | 7 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,286,000 | 21 |
Personal Trust and Agency Accounts | $1,065,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $967,000 | 28 |
Employee Benefit-defined Benefit Accounts | $704,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $1,163,000 | 18 |
Corporate Trust and Agency Accounts | $10,384,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $3,000 | 101 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,436,000 | 21 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $42,460,000 | 17 |
Number of Managed Accounts | $32,356,000 | 9 |
Personal Trust and Agency Accounts | $20,910,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $154,000 | 47 |
Employee Benefit-defined Benefit Accounts | $364,000 | 7 |
Number of other employee benefit and retirement-related accounts | $2,779,000 | 9 |
Corporate Trust and Agency Accounts | $3,000 | 79 |
Number of managed investment management and investment advisory agency accounts | $8,146,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $10,104,000 | 27 |
Personal Trust and Agency Accounts | $1,116,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $960,000 | 30 |
Employee Benefit-defined Benefit Accounts | $456,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $536,000 | 32 |
Corporate Trust and Agency Accounts | $6,844,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $192,000 | 27 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,905,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $43,106,000 | 18 |
Number of Managed Accounts | $32,764,000 | 9 |
Personal Trust and Agency Accounts | $21,133,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $204,000 | 34 |
Employee Benefit-defined Benefit Accounts | $437,000 | 5 |
Number of other employee benefit and retirement-related accounts | $2,854,000 | 9 |
Corporate Trust and Agency Accounts | $4,000 | 150 |
Number of managed investment management and investment advisory agency accounts | $8,132,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $10,342,000 | 28 |
Personal Trust and Agency Accounts | $1,243,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $981,000 | 29 |
Employee Benefit-defined Benefit Accounts | $475,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $586,000 | 41 |
Corporate Trust and Agency Accounts | $6,841,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $216,000 | 32 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,105,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $45,220,000 | 18 |
Number of Managed Accounts | $41,124,000 | 7 |
Personal Trust and Agency Accounts | $21,384,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $219,000 | 33 |
Employee Benefit-defined Benefit Accounts | $433,000 | 5 |
Number of other employee benefit and retirement-related accounts | $2,942,000 | 8 |
Corporate Trust and Agency Accounts | $8,073,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $8,073,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,096,000 | 40 |
Personal Trust and Agency Accounts | $1,169,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,059,000 | 29 |
Employee Benefit-defined Benefit Accounts | $471,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $607,000 | 31 |
Corporate Trust and Agency Accounts | $576,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $214,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,237,000 | 29 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $45,631,000 | 18 |
Number of Managed Accounts | $41,427,000 | 7 |
Personal Trust and Agency Accounts | $21,648,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $223,000 | 33 |
Employee Benefit-defined Benefit Accounts | $430,000 | 5 |
Number of other employee benefit and retirement-related accounts | $2,980,000 | 8 |
Corporate Trust and Agency Accounts | $8,073,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $8,073,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,204,000 | 37 |
Personal Trust and Agency Accounts | $1,231,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,091,000 | 27 |
Employee Benefit-defined Benefit Accounts | $433,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $671,000 | 29 |
Corporate Trust and Agency Accounts | $576,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $202,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,182,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $46,074,000 | 17 |
Number of Managed Accounts | $41,710,000 | 8 |
Personal Trust and Agency Accounts | $21,994,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $233,000 | 32 |
Employee Benefit-defined Benefit Accounts | $358,000 | 8 |
Number of other employee benefit and retirement-related accounts | $3,005,000 | 9 |
Corporate Trust and Agency Accounts | $8,060,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $8,060,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,364,000 | 37 |
Personal Trust and Agency Accounts | $1,274,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,102,000 | 27 |
Employee Benefit-defined Benefit Accounts | $436,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $729,000 | 28 |
Corporate Trust and Agency Accounts | $612,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $211,000 | 26 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,958,000 | 29 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $46,793,000 | 16 |
Number of Managed Accounts | $42,086,000 | 7 |
Personal Trust and Agency Accounts | $22,328,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $252,000 | 29 |
Employee Benefit-defined Benefit Accounts | $367,000 | 7 |
Number of other employee benefit and retirement-related accounts | $3,047,000 | 6 |
Corporate Trust and Agency Accounts | $8,046,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $8,046,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,707,000 | 39 |
Personal Trust and Agency Accounts | $1,343,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,141,000 | 27 |
Employee Benefit-defined Benefit Accounts | $464,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $788,000 | 37 |
Corporate Trust and Agency Accounts | $692,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $279,000 | 30 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,050,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $46,575,000 | 15 |
Number of Managed Accounts | $41,834,000 | 6 |
Personal Trust and Agency Accounts | $22,368,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $295,000 | 28 |
Employee Benefit-defined Benefit Accounts | $379,000 | 7 |
Number of other employee benefit and retirement-related accounts | $3,038,000 | 5 |
Corporate Trust and Agency Accounts | $7,877,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $7,877,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,741,000 | 37 |
Personal Trust and Agency Accounts | $1,360,000 | 14 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,154,000 | 29 |
Employee Benefit-defined Benefit Accounts | $444,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $812,000 | 28 |
Corporate Trust and Agency Accounts | $698,000 | 43 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $273,000 | 26 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,051,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $47,276,000 | 18 |
Number of Managed Accounts | $42,598,000 | 6 |
Personal Trust and Agency Accounts | $22,744,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $320,000 | 26 |
Employee Benefit-defined Benefit Accounts | $370,000 | 10 |
Number of other employee benefit and retirement-related accounts | $3,048,000 | 5 |
Corporate Trust and Agency Accounts | $8,051,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $8,065,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,678,000 | 39 |
Personal Trust and Agency Accounts | $1,364,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,149,000 | 30 |
Employee Benefit-defined Benefit Accounts | $455,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $756,000 | 33 |
Corporate Trust and Agency Accounts | $696,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $258,000 | 22 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,134,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $50,127,000 | 16 |
Number of Managed Accounts | $45,293,000 | 6 |
Personal Trust and Agency Accounts | $23,273,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $392,000 | 25 |
Employee Benefit-defined Benefit Accounts | $377,000 | 10 |
Number of other employee benefit and retirement-related accounts | $3,299,000 | 5 |
Corporate Trust and Agency Accounts | $8,976,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $8,976,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,834,000 | 39 |
Personal Trust and Agency Accounts | $1,366,000 | 13 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,204,000 | 27 |
Employee Benefit-defined Benefit Accounts | $447,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $846,000 | 30 |
Corporate Trust and Agency Accounts | $718,000 | 44 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $253,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,140,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $51,341,000 | 15 |
Number of Managed Accounts | $45,995,000 | 6 |
Personal Trust and Agency Accounts | $23,636,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $479,000 | 23 |
Employee Benefit-defined Benefit Accounts | $366,000 | 12 |
Number of other employee benefit and retirement-related accounts | $3,558,000 | 5 |
Corporate Trust and Agency Accounts | $8,978,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $8,978,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,346,000 | 37 |
Personal Trust and Agency Accounts | $1,390,000 | 14 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,604,000 | 24 |
Employee Benefit-defined Benefit Accounts | $439,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $955,000 | 34 |
Corporate Trust and Agency Accounts | $750,000 | 44 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $208,000 | 34 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,146,000 | 27 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $55,599,000 | 12 |
Number of Managed Accounts | $47,805,000 | 6 |
Personal Trust and Agency Accounts | $24,372,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $782,000 | 10 |
Employee Benefit-defined Benefit Accounts | $310,000 | 12 |
Number of other employee benefit and retirement-related accounts | $3,777,000 | 4 |
Corporate Trust and Agency Accounts | $9,282,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $9,282,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,794,000 | 25 |
Personal Trust and Agency Accounts | $1,014,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,893,000 | 16 |
Employee Benefit-defined Benefit Accounts | $351,000 | 25 |
Number non-managed other employee benefit and retirement-related accounts | $1,221,000 | 26 |
Corporate Trust and Agency Accounts | $3,093,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $222,000 | 30 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,838,000 | 19 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |