Home > Synovus Bank > Number of Fiduciary and Related Asset Accounts
Synovus Bank, Number of Fiduciary and Related Asset Accounts
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,778,000 | 63 |
Number of Managed Accounts | $5,006,000 | 50 |
Personal Trust and Agency Accounts | $2,082,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 175 |
Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
Number of other employee benefit and retirement-related accounts | $651,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $1,836,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $424,000 | 23 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $651,000 | 106 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $772,000 | 74 |
Personal Trust and Agency Accounts | $60,000 | 136 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 67 |
Employee Benefit-defined Benefit Accounts | $1,000 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 405 |
Corporate Trust and Agency Accounts | $619,000 | 69 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 180 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 30 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda | ||
Custody and Safekeeping Accounts | $252,000 | 115 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 474 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,783,000 | 39 |
Number of Managed Accounts | $9,023,000 | 29 |
Personal Trust and Agency Accounts | $2,103,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 153 |
Employee Benefit-defined Benefit Accounts | $1,000 | 133 |
Number of other employee benefit and retirement-related accounts | $630,000 | 133 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $5,851,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $426,000 | 21 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $630,000 | 103 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $760,000 | 70 |
Personal Trust and Agency Accounts | $60,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 64 |
Employee Benefit-defined Benefit Accounts | $1,000 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 210 |
Corporate Trust and Agency Accounts | $607,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 137 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 31 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $243,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 280 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,838,000 | 39 |
Number of Managed Accounts | $9,095,000 | 28 |
Personal Trust and Agency Accounts | $2,095,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 167 |
Employee Benefit-defined Benefit Accounts | $1,000 | 148 |
Number of other employee benefit and retirement-related accounts | $628,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $5,933,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $426,000 | 21 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $628,000 | 104 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $743,000 | 73 |
Personal Trust and Agency Accounts | $58,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 70 |
Employee Benefit-defined Benefit Accounts | $1,000 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 272 |
Corporate Trust and Agency Accounts | $592,000 | 73 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 153 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 35 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Custody and Safekeeping Accounts | $253,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 322 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,927,000 | 42 |
Number of Managed Accounts | $9,191,000 | 28 |
Personal Trust and Agency Accounts | $2,150,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 115 |
Employee Benefit-defined Benefit Accounts | $1,000 | 144 |
Number of other employee benefit and retirement-related accounts | $625,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $5,984,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $419,000 | 21 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $625,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $736,000 | 74 |
Personal Trust and Agency Accounts | $59,000 | 96 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 68 |
Employee Benefit-defined Benefit Accounts | $1,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 199 |
Corporate Trust and Agency Accounts | $584,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 96 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 35 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $252,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 238 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,929,000 | 42 |
Number of Managed Accounts | $9,190,000 | 29 |
Personal Trust and Agency Accounts | $2,153,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 139 |
Employee Benefit-defined Benefit Accounts | $1,000 | 174 |
Number of other employee benefit and retirement-related accounts | $622,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $5,984,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $418,000 | 22 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $622,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $739,000 | 78 |
Personal Trust and Agency Accounts | $58,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 77 |
Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 364 |
Corporate Trust and Agency Accounts | $589,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 141 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 35 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $234,000 | 125 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 446 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,850,000 | 43 |
Number of Managed Accounts | $9,142,000 | 30 |
Personal Trust and Agency Accounts | $2,121,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 123 |
Employee Benefit-defined Benefit Accounts | $1,000 | 150 |
Number of other employee benefit and retirement-related accounts | $612,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $5,982,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $414,000 | 22 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $612,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $708,000 | 73 |
Personal Trust and Agency Accounts | $58,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 72 |
Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 210 |
Corporate Trust and Agency Accounts | $558,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 95 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 35 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $244,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 244 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,810,000 | 39 |
Number of Managed Accounts | $9,094,000 | 29 |
Personal Trust and Agency Accounts | $2,129,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 128 |
Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
Number of other employee benefit and retirement-related accounts | $591,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $5,948,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $413,000 | 19 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $591,000 | 110 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $716,000 | 65 |
Personal Trust and Agency Accounts | $67,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 73 |
Employee Benefit-defined Benefit Accounts | $1,000 | 92 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 233 |
Corporate Trust and Agency Accounts | $557,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 99 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 32 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $231,000 | 98 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 274 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,699,000 | 39 |
Number of Managed Accounts | $8,982,000 | 29 |
Personal Trust and Agency Accounts | $2,106,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 121 |
Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
Number of other employee benefit and retirement-related accounts | $567,000 | 115 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $5,885,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $410,000 | 18 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $567,000 | 114 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $717,000 | 62 |
Personal Trust and Agency Accounts | $70,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 73 |
Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 197 |
Corporate Trust and Agency Accounts | $557,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 87 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 32 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $231,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 233 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,529,000 | 38 |
Number of Managed Accounts | $8,825,000 | 28 |
Personal Trust and Agency Accounts | $2,107,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 139 |
Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
Number of other employee benefit and retirement-related accounts | $564,000 | 117 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $5,727,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $413,000 | 19 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $564,000 | 115 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $704,000 | 65 |
Personal Trust and Agency Accounts | $61,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 76 |
Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 365 |
Corporate Trust and Agency Accounts | $561,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 166 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $231,000 | 119 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 442 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,211,000 | 38 |
Number of Managed Accounts | $8,540,000 | 29 |
Personal Trust and Agency Accounts | $2,050,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 124 |
Employee Benefit-defined Benefit Accounts | $2,000 | 114 |
Number of other employee benefit and retirement-related accounts | $546,000 | 113 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $5,522,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $408,000 | 18 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $546,000 | 112 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $671,000 | 65 |
Personal Trust and Agency Accounts | $56,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 73 |
Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 210 |
Corporate Trust and Agency Accounts | $531,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 110 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 43 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $230,000 | 94 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 239 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,954,000 | 40 |
Number of Managed Accounts | $8,295,000 | 30 |
Personal Trust and Agency Accounts | $2,025,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 124 |
Employee Benefit-defined Benefit Accounts | $2,000 | 118 |
Number of other employee benefit and retirement-related accounts | $535,000 | 116 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $5,314,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $405,000 | 19 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $532,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $659,000 | 68 |
Personal Trust and Agency Accounts | $51,000 | 96 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 74 |
Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 243 |
Corporate Trust and Agency Accounts | $524,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 123 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $227,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 272 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,716,000 | 40 |
Number of Managed Accounts | $8,072,000 | 30 |
Personal Trust and Agency Accounts | $2,036,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 95 |
Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
Number of other employee benefit and retirement-related accounts | $532,000 | 113 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $5,084,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $396,000 | 19 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $532,000 | 111 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $644,000 | 68 |
Personal Trust and Agency Accounts | $52,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 76 |
Employee Benefit-defined Benefit Accounts | $1,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 205 |
Corporate Trust and Agency Accounts | $511,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 43 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $222,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 237 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,471,000 | 41 |
Number of Managed Accounts | $7,818,000 | 31 |
Personal Trust and Agency Accounts | $2,025,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 98 |
Employee Benefit-defined Benefit Accounts | $2,000 | 131 |
Number of other employee benefit and retirement-related accounts | $509,000 | 123 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $4,871,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | $387,000 | 19 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $509,000 | 119 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $653,000 | 76 |
Personal Trust and Agency Accounts | $56,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 78 |
Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 366 |
Corporate Trust and Agency Accounts | $511,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 134 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $225,000 | 119 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 450 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,231,000 | 41 |
Number of Managed Accounts | $7,620,000 | 31 |
Personal Trust and Agency Accounts | $2,027,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 95 |
Employee Benefit-defined Benefit Accounts | $2,000 | 113 |
Number of other employee benefit and retirement-related accounts | $499,000 | 119 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $4,684,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | $384,000 | 18 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $499,000 | 116 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $611,000 | 72 |
Personal Trust and Agency Accounts | $47,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 73 |
Employee Benefit-defined Benefit Accounts | $1,000 | 97 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 204 |
Corporate Trust and Agency Accounts | $476,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 98 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 44 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $218,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 236 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,065,000 | 42 |
Number of Managed Accounts | $7,462,000 | 32 |
Personal Trust and Agency Accounts | $2,012,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 98 |
Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
Number of other employee benefit and retirement-related accounts | $502,000 | 122 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $4,536,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | $386,000 | 18 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $502,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $603,000 | 73 |
Personal Trust and Agency Accounts | $46,000 | 91 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 76 |
Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 226 |
Corporate Trust and Agency Accounts | $471,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 135 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $214,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 267 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,961,000 | 42 |
Number of Managed Accounts | $7,354,000 | 32 |
Personal Trust and Agency Accounts | $2,028,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 99 |
Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
Number of other employee benefit and retirement-related accounts | $498,000 | 118 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $4,420,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | $382,000 | 19 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $498,000 | 115 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $607,000 | 70 |
Personal Trust and Agency Accounts | $47,000 | 90 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 73 |
Employee Benefit-defined Benefit Accounts | $2,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 195 |
Corporate Trust and Agency Accounts | $471,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 120 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 48 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $210,000 | 97 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 230 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,789,000 | 43 |
Number of Managed Accounts | $7,182,000 | 33 |
Personal Trust and Agency Accounts | $2,042,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $26,000 | 102 |
Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
Number of other employee benefit and retirement-related accounts | $486,000 | 125 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $4,247,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | $379,000 | 19 |
Other Fiduciary Accounts | $0 | 226 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $486,000 | 122 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $607,000 | 79 |
Personal Trust and Agency Accounts | $51,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 78 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 368 |
Corporate Trust and Agency Accounts | $470,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 186 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 53 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $205,000 | 123 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 448 |
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 | $7,574,000 | 44 |
Number of Managed Accounts | $7,010,000 | 34 |
Personal Trust and Agency Accounts | $2,042,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $26,000 | 100 |
Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
Number of other employee benefit and retirement-related accounts | $482,000 | 117 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $4,081,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $377,000 | 23 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $482,000 | 115 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $564,000 | 79 |
Personal Trust and Agency Accounts | $50,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 74 |
Employee Benefit-defined Benefit Accounts | $2,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 209 |
Corporate Trust and Agency Accounts | $429,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 117 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 48 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $199,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 239 |
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 | $7,520,000 | 44 |
Number of Managed Accounts | $6,946,000 | 34 |
Personal Trust and Agency Accounts | $2,041,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $26,000 | 104 |
Employee Benefit-defined Benefit Accounts | $2,000 | 129 |
Number of other employee benefit and retirement-related accounts | $481,000 | 121 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $4,016,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $380,000 | 23 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $481,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $574,000 | 82 |
Personal Trust and Agency Accounts | $48,000 | 90 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 76 |
Employee Benefit-defined Benefit Accounts | $2,000 | 84 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 214 |
Corporate Trust and Agency Accounts | $437,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 49 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $199,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 253 |
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 | $7,491,000 | 44 |
Number of Managed Accounts | $6,934,000 | 35 |
Personal Trust and Agency Accounts | $2,081,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $27,000 | 106 |
Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
Number of other employee benefit and retirement-related accounts | $465,000 | 122 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $3,978,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $380,000 | 23 |
Other Fiduciary Accounts | $1,000 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $465,000 | 121 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $557,000 | 83 |
Personal Trust and Agency Accounts | $49,000 | 91 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 86 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 211 |
Corporate Trust and Agency Accounts | $423,000 | 37 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 111 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 50 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $200,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 249 |
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 | $7,507,000 | 43 |
Number of Managed Accounts | $6,934,000 | 34 |
Personal Trust and Agency Accounts | $2,129,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 97 |
Employee Benefit-defined Benefit Accounts | $2,000 | 143 |
Number of other employee benefit and retirement-related accounts | $456,000 | 128 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $3,940,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $373,000 | 24 |
Other Fiduciary Accounts | $1,000 | 173 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $456,000 | 122 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $573,000 | 91 |
Personal Trust and Agency Accounts | $45,000 | 141 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 89 |
Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 348 |
Corporate Trust and Agency Accounts | $442,000 | 37 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 136 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 57 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $400,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 424 |
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 | $7,426,000 | 43 |
Number of Managed Accounts | $6,883,000 | 34 |
Personal Trust and Agency Accounts | $2,118,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $32,000 | 92 |
Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
Number of other employee benefit and retirement-related accounts | $449,000 | 124 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $3,917,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $364,000 | 25 |
Other Fiduciary Accounts | $1,000 | 107 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $449,000 | 121 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $543,000 | 86 |
Personal Trust and Agency Accounts | $43,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 87 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 195 |
Corporate Trust and Agency Accounts | $412,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 100 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $199,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 237 |
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 | $7,360,000 | 43 |
Number of Managed Accounts | $6,828,000 | 35 |
Personal Trust and Agency Accounts | $2,098,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $30,000 | 97 |
Employee Benefit-defined Benefit Accounts | $2,000 | 130 |
Number of other employee benefit and retirement-related accounts | $453,000 | 121 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $3,876,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $368,000 | 25 |
Other Fiduciary Accounts | $1,000 | 103 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $453,000 | 118 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $532,000 | 85 |
Personal Trust and Agency Accounts | $48,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 85 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 189 |
Corporate Trust and Agency Accounts | $394,000 | 38 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 89 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 52 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $207,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 230 |
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 | $7,346,000 | 45 |
Number of Managed Accounts | $6,787,000 | 35 |
Personal Trust and Agency Accounts | $2,136,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $29,000 | 100 |
Employee Benefit-defined Benefit Accounts | $2,000 | 133 |
Number of other employee benefit and retirement-related accounts | $436,000 | 125 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $3,815,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $367,000 | 24 |
Other Fiduciary Accounts | $2,000 | 93 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $436,000 | 119 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $559,000 | 85 |
Personal Trust and Agency Accounts | $80,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 87 |
Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 189 |
Corporate Trust and Agency Accounts | $386,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $205,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 226 |
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 | $7,204,000 | 46 |
Number of Managed Accounts | $6,643,000 | 36 |
Personal Trust and Agency Accounts | $2,132,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $29,000 | 103 |
Employee Benefit-defined Benefit Accounts | $2,000 | 150 |
Number of other employee benefit and retirement-related accounts | $422,000 | 125 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $3,689,000 | 28 |
Number of foundation and endowment trust and agency accounts, managed assets | $367,000 | 25 |
Other Fiduciary Accounts | $2,000 | 152 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $422,000 | 122 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $561,000 | 91 |
Personal Trust and Agency Accounts | $83,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 89 |
Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 344 |
Corporate Trust and Agency Accounts | $385,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 110 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $202,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 416 |
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 | $6,995,000 | 45 |
Number of Managed Accounts | $6,452,000 | 36 |
Personal Trust and Agency Accounts | $2,098,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $28,000 | 99 |
Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
Number of other employee benefit and retirement-related accounts | $410,000 | 119 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $3,549,000 | 28 |
Number of foundation and endowment trust and agency accounts, managed assets | $362,000 | 24 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $410,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $543,000 | 82 |
Personal Trust and Agency Accounts | $77,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 87 |
Employee Benefit-defined Benefit Accounts | $2,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 185 |
Corporate Trust and Agency Accounts | $369,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $220,000 | 98 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 227 |
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 | $6,950,000 | 44 |
Number of Managed Accounts | $6,408,000 | 34 |
Personal Trust and Agency Accounts | $2,099,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $28,000 | 99 |
Employee Benefit-defined Benefit Accounts | $2,000 | 135 |
Number of other employee benefit and retirement-related accounts | $413,000 | 117 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $3,476,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $387,000 | 23 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $413,000 | 113 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $542,000 | 82 |
Personal Trust and Agency Accounts | $77,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 89 |
Employee Benefit-defined Benefit Accounts | $2,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 188 |
Corporate Trust and Agency Accounts | $367,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 68 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $222,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 222 |
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 | $6,828,000 | 45 |
Number of Managed Accounts | $6,280,000 | 34 |
Personal Trust and Agency Accounts | $2,107,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $28,000 | 101 |
Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
Number of other employee benefit and retirement-related accounts | $393,000 | 121 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $3,365,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $382,000 | 22 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $393,000 | 115 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $548,000 | 80 |
Personal Trust and Agency Accounts | $84,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 89 |
Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 186 |
Corporate Trust and Agency Accounts | $364,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 67 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 53 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $217,000 | 104 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 222 |
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 | $6,719,000 | 46 |
Number of Managed Accounts | $6,172,000 | 34 |
Personal Trust and Agency Accounts | $2,153,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $28,000 | 109 |
Employee Benefit-defined Benefit Accounts | $2,000 | 151 |
Number of other employee benefit and retirement-related accounts | $393,000 | 120 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $3,216,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $377,000 | 24 |
Other Fiduciary Accounts | $3,000 | 129 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $393,000 | 115 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $547,000 | 92 |
Personal Trust and Agency Accounts | $85,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 89 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 325 |
Corporate Trust and Agency Accounts | $353,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 79 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $225,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 393 |
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 | $6,637,000 | 45 |
Number of Managed Accounts | $6,104,000 | 34 |
Personal Trust and Agency Accounts | $2,127,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $28,000 | 106 |
Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
Number of other employee benefit and retirement-related accounts | $384,000 | 122 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $3,187,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $372,000 | 23 |
Other Fiduciary Accounts | $3,000 | 81 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $384,000 | 113 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $533,000 | 84 |
Personal Trust and Agency Accounts | $93,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 83 |
Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 182 |
Corporate Trust and Agency Accounts | $332,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 69 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $228,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 215 |
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 | $6,637,000 | 45 |
Number of Managed Accounts | $6,115,000 | 34 |
Personal Trust and Agency Accounts | $2,185,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $31,000 | 98 |
Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
Number of other employee benefit and retirement-related accounts | $372,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $3,131,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $390,000 | 22 |
Other Fiduciary Accounts | $3,000 | 85 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $372,000 | 119 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $522,000 | 85 |
Personal Trust and Agency Accounts | $93,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 89 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 186 |
Corporate Trust and Agency Accounts | $323,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 75 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 52 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $228,000 | 101 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 219 |
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 | $6,568,000 | 45 |
Number of Managed Accounts | $6,055,000 | 34 |
Personal Trust and Agency Accounts | $2,193,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $31,000 | 103 |
Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
Number of other employee benefit and retirement-related accounts | $363,000 | 128 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $3,071,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $390,000 | 22 |
Other Fiduciary Accounts | $3,000 | 90 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $363,000 | 119 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $513,000 | 89 |
Personal Trust and Agency Accounts | $88,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 89 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 183 |
Corporate Trust and Agency Accounts | $316,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 71 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $230,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 212 |
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 | $6,505,000 | 44 |
Number of Managed Accounts | $6,001,000 | 33 |
Personal Trust and Agency Accounts | $2,194,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 103 |
Employee Benefit-defined Benefit Accounts | $4,000 | 117 |
Number of other employee benefit and retirement-related accounts | $354,000 | 133 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $3,031,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $382,000 | 23 |
Other Fiduciary Accounts | $3,000 | 137 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $354,000 | 125 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $504,000 | 98 |
Personal Trust and Agency Accounts | $89,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 96 |
Employee Benefit-defined Benefit Accounts | $3,000 | 82 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 319 |
Corporate Trust and Agency Accounts | $306,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 88 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda | ||
Custody and Safekeeping Accounts | $225,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 384 |
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 | $6,187,000 | 44 |
Number of Managed Accounts | $5,686,000 | 34 |
Personal Trust and Agency Accounts | $2,184,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $34,000 | 96 |
Employee Benefit-defined Benefit Accounts | $4,000 | 112 |
Number of other employee benefit and retirement-related accounts | $346,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $2,939,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $176,000 | 39 |
Other Fiduciary Accounts | $3,000 | 88 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $346,000 | 121 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $501,000 | 92 |
Personal Trust and Agency Accounts | $89,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 92 |
Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 175 |
Corporate Trust and Agency Accounts | $304,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 65 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 59 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $225,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 205 |
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 | $6,234,000 | 45 |
Number of Managed Accounts | $5,716,000 | 36 |
Personal Trust and Agency Accounts | $2,240,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $46,000 | 80 |
Employee Benefit-defined Benefit Accounts | $4,000 | 111 |
Number of other employee benefit and retirement-related accounts | $338,000 | 136 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $2,911,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | $175,000 | 38 |
Other Fiduciary Accounts | $2,000 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $338,000 | 126 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $518,000 | 89 |
Personal Trust and Agency Accounts | $92,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 84 |
Employee Benefit-defined Benefit Accounts | $3,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 171 |
Corporate Trust and Agency Accounts | $307,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 60 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $230,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 199 |
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 | $6,129,000 | 48 |
Number of Managed Accounts | $5,607,000 | 36 |
Personal Trust and Agency Accounts | $2,260,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $46,000 | 80 |
Employee Benefit-defined Benefit Accounts | $4,000 | 111 |
Number of other employee benefit and retirement-related accounts | $321,000 | 138 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $2,796,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $176,000 | 37 |
Other Fiduciary Accounts | $4,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $321,000 | 124 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $522,000 | 91 |
Personal Trust and Agency Accounts | $96,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 86 |
Employee Benefit-defined Benefit Accounts | $3,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $27,000 | 171 |
Corporate Trust and Agency Accounts | $305,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 59 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Custody and Safekeeping Accounts | $232,000 | 101 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 204 |
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 | $6,006,000 | 50 |
Number of Managed Accounts | $5,490,000 | 36 |
Personal Trust and Agency Accounts | $2,259,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 81 |
Employee Benefit-defined Benefit Accounts | $4,000 | 120 |
Number of other employee benefit and retirement-related accounts | $320,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $2,680,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $176,000 | 37 |
Other Fiduciary Accounts | $3,000 | 138 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $320,000 | 129 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $516,000 | 103 |
Personal Trust and Agency Accounts | $96,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 88 |
Employee Benefit-defined Benefit Accounts | $3,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 331 |
Corporate Trust and Agency Accounts | $292,000 | 42 |
Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 71 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 59 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $234,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 395 |
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 | $5,930,000 | 48 |
Number of Managed Accounts | $5,408,000 | 36 |
Personal Trust and Agency Accounts | $2,259,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 78 |
Employee Benefit-defined Benefit Accounts | $4,000 | 112 |
Number of other employee benefit and retirement-related accounts | $319,000 | 135 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $2,597,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $179,000 | 35 |
Other Fiduciary Accounts | $2,000 | 89 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $319,000 | 123 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $522,000 | 90 |
Personal Trust and Agency Accounts | $97,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $64,000 | 84 |
Employee Benefit-defined Benefit Accounts | $3,000 | 76 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 179 |
Corporate Trust and Agency Accounts | $290,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 47 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $236,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 212 |
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 | $5,883,000 | 47 |
Number of Managed Accounts | $5,403,000 | 35 |
Personal Trust and Agency Accounts | $2,320,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $47,000 | 75 |
Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
Number of other employee benefit and retirement-related accounts | $315,000 | 134 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $2,533,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $182,000 | 34 |
Other Fiduciary Accounts | $2,000 | 89 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $315,000 | 122 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $480,000 | 95 |
Personal Trust and Agency Accounts | $58,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $65,000 | 81 |
Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 180 |
Corporate Trust and Agency Accounts | $290,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $247,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 211 |
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 | $5,884,000 | 49 |
Number of Managed Accounts | $5,401,000 | 35 |
Personal Trust and Agency Accounts | $2,374,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $49,000 | 76 |
Employee Benefit-defined Benefit Accounts | $4,000 | 109 |
Number of other employee benefit and retirement-related accounts | $311,000 | 135 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $2,481,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $180,000 | 34 |
Other Fiduciary Accounts | $2,000 | 90 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $311,000 | 121 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $483,000 | 98 |
Personal Trust and Agency Accounts | $60,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $69,000 | 80 |
Employee Benefit-defined Benefit Accounts | $5,000 | 66 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 178 |
Corporate Trust and Agency Accounts | $284,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 47 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $249,000 | 97 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 213 |
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 | $5,919,000 | 49 |
Number of Managed Accounts | $5,427,000 | 34 |
Personal Trust and Agency Accounts | $2,384,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $50,000 | 81 |
Employee Benefit-defined Benefit Accounts | $4,000 | 122 |
Number of other employee benefit and retirement-related accounts | $318,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $2,488,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 35 |
Other Fiduciary Accounts | $2,000 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $318,000 | 115 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $492,000 | 110 |
Personal Trust and Agency Accounts | $60,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $69,000 | 90 |
Employee Benefit-defined Benefit Accounts | $5,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 327 |
Corporate Trust and Agency Accounts | $292,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 62 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 50 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda | ||
Custody and Safekeeping Accounts | $252,000 | 111 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 401 |
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 | $4,798,000 | 54 |
Number of Managed Accounts | $4,307,000 | 41 |
Personal Trust and Agency Accounts | $2,538,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 67 |
Employee Benefit-defined Benefit Accounts | $4,000 | 111 |
Number of other employee benefit and retirement-related accounts | $325,000 | 117 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $1,183,000 | 50 |
Number of foundation and endowment trust and agency accounts, managed assets | $195,000 | 33 |
Other Fiduciary Accounts | $3,000 | 77 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $325,000 | 106 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $491,000 | 96 |
Personal Trust and Agency Accounts | $61,000 | 84 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 81 |
Employee Benefit-defined Benefit Accounts | $5,000 | 67 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 171 |
Corporate Trust and Agency Accounts | $287,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 46 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $265,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 207 |
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 | $4,793,000 | 53 |
Number of Managed Accounts | $4,295,000 | 40 |
Personal Trust and Agency Accounts | $2,533,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 67 |
Employee Benefit-defined Benefit Accounts | $4,000 | 114 |
Number of other employee benefit and retirement-related accounts | $322,000 | 120 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $1,178,000 | 50 |
Number of foundation and endowment trust and agency accounts, managed assets | $197,000 | 33 |
Other Fiduciary Accounts | $2,000 | 86 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $322,000 | 107 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $498,000 | 97 |
Personal Trust and Agency Accounts | $62,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 82 |
Employee Benefit-defined Benefit Accounts | $5,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 173 |
Corporate Trust and Agency Accounts | $292,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $289,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 211 |
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 | $4,815,000 | 52 |
Number of Managed Accounts | $4,294,000 | 40 |
Personal Trust and Agency Accounts | $2,545,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 66 |
Employee Benefit-defined Benefit Accounts | $4,000 | 112 |
Number of other employee benefit and retirement-related accounts | $307,000 | 121 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $1,176,000 | 48 |
Number of foundation and endowment trust and agency accounts, managed assets | $200,000 | 32 |
Other Fiduciary Accounts | $2,000 | 86 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $307,000 | 108 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $521,000 | 94 |
Personal Trust and Agency Accounts | $64,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 81 |
Employee Benefit-defined Benefit Accounts | $5,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 166 |
Corporate Trust and Agency Accounts | $298,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 48 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $291,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 198 |
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 | $4,864,000 | 53 |
Number of Managed Accounts | $4,338,000 | 39 |
Personal Trust and Agency Accounts | $2,579,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $66,000 | 65 |
Employee Benefit-defined Benefit Accounts | $5,000 | 110 |
Number of other employee benefit and retirement-related accounts | $311,000 | 121 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $1,171,000 | 48 |
Number of foundation and endowment trust and agency accounts, managed assets | $200,000 | 31 |
Other Fiduciary Accounts | $6,000 | 90 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $311,000 | 104 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $526,000 | 102 |
Personal Trust and Agency Accounts | $66,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 91 |
Employee Benefit-defined Benefit Accounts | $5,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 282 |
Corporate Trust and Agency Accounts | $302,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 65 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 46 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $277,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 341 |
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 | $4,825,000 | 50 |
Number of Managed Accounts | $4,294,000 | 37 |
Personal Trust and Agency Accounts | $2,550,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $64,000 | 64 |
Employee Benefit-defined Benefit Accounts | $5,000 | 104 |
Number of other employee benefit and retirement-related accounts | $314,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $1,159,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | $197,000 | 30 |
Other Fiduciary Accounts | $5,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $314,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $531,000 | 87 |
Personal Trust and Agency Accounts | $66,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 78 |
Employee Benefit-defined Benefit Accounts | $5,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 148 |
Corporate Trust and Agency Accounts | $301,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 50 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $275,000 | 86 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 179 |
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 | $4,873,000 | 52 |
Number of Managed Accounts | $4,329,000 | 38 |
Personal Trust and Agency Accounts | $2,578,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $64,000 | 65 |
Employee Benefit-defined Benefit Accounts | $5,000 | 103 |
Number of other employee benefit and retirement-related accounts | $321,000 | 110 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $1,150,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $207,000 | 29 |
Other Fiduciary Accounts | $4,000 | 61 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $321,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $544,000 | 88 |
Personal Trust and Agency Accounts | $70,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 80 |
Employee Benefit-defined Benefit Accounts | $5,000 | 69 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 144 |
Corporate Trust and Agency Accounts | $306,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 50 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 44 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $293,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 174 |
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 | $4,920,000 | 54 |
Number of Managed Accounts | $4,367,000 | 39 |
Personal Trust and Agency Accounts | $2,614,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 58 |
Employee Benefit-defined Benefit Accounts | $5,000 | 106 |
Number of other employee benefit and retirement-related accounts | $327,000 | 102 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $1,144,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $200,000 | 29 |
Other Fiduciary Accounts | $5,000 | 56 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $327,000 | 90 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $553,000 | 87 |
Personal Trust and Agency Accounts | $72,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 82 |
Employee Benefit-defined Benefit Accounts | $5,000 | 69 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 138 |
Corporate Trust and Agency Accounts | $307,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 46 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 43 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $316,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 166 |
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 | $5,064,000 | 54 |
Number of Managed Accounts | $4,301,000 | 38 |
Personal Trust and Agency Accounts | $2,614,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 65 |
Employee Benefit-defined Benefit Accounts | $8,000 | 86 |
Number of other employee benefit and retirement-related accounts | $323,000 | 108 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $1,082,000 | 49 |
Number of foundation and endowment trust and agency accounts, managed assets | $189,000 | 29 |
Other Fiduciary Accounts | $12,000 | 56 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $322,000 | 95 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $763,000 | 83 |
Personal Trust and Agency Accounts | $140,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $118,000 | 71 |
Employee Benefit-defined Benefit Accounts | $5,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $56,000 | 221 |
Corporate Trust and Agency Accounts | $324,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 22 |
Number (#) individual retirement, health savings, and other similar accounts | $35,000 | 18 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $289,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 273 |
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 | $5,125,000 | 56 |
Number of Managed Accounts | $4,332,000 | 40 |
Personal Trust and Agency Accounts | $2,723,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 57 |
Employee Benefit-defined Benefit Accounts | $9,000 | 74 |
Number of other employee benefit and retirement-related accounts | $329,000 | 106 |
Corporate Trust and Agency Accounts | $1,000 | 71 |
Number of managed investment management and investment advisory agency accounts | $834,000 | 58 |
Number of foundation and endowment trust and agency accounts, managed assets | $350,000 | 19 |
Other Fiduciary Accounts | $12,000 | 42 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $314,000 | 94 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $793,000 | 73 |
Personal Trust and Agency Accounts | $143,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $154,000 | 52 |
Employee Benefit-defined Benefit Accounts | $5,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $59,000 | 123 |
Corporate Trust and Agency Accounts | $311,000 | 38 |
Number of investment management and advisory agency accounts, non-managed assets | $71,000 | 19 |
Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 14 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $291,000 | 87 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 144 |
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 | $5,118,000 | 57 |
Number of Managed Accounts | $4,393,000 | 40 |
Personal Trust and Agency Accounts | $2,770,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 55 |
Employee Benefit-defined Benefit Accounts | $10,000 | 73 |
Number of other employee benefit and retirement-related accounts | $335,000 | 103 |
Corporate Trust and Agency Accounts | $2,000 | 68 |
Number of managed investment management and investment advisory agency accounts | $832,000 | 60 |
Number of foundation and endowment trust and agency accounts, managed assets | $355,000 | 19 |
Other Fiduciary Accounts | $12,000 | 41 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $320,000 | 95 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $725,000 | 81 |
Personal Trust and Agency Accounts | $136,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 52 |
Employee Benefit-defined Benefit Accounts | $5,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $59,000 | 129 |
Corporate Trust and Agency Accounts | $319,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 14 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $318,000 | 81 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 143 |
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 | $5,179,000 | 55 |
Number of Managed Accounts | $4,782,000 | 36 |
Personal Trust and Agency Accounts | $2,778,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 41 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $333,000 | 100 |
Corporate Trust and Agency Accounts | $329,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $848,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | $363,000 | 18 |
Other Fiduciary Accounts | $12,000 | 38 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $315,000 | 91 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $397,000 | 114 |
Personal Trust and Agency Accounts | $143,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $124,000 | 65 |
Employee Benefit-defined Benefit Accounts | $5,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $66,000 | 121 |
Corporate Trust and Agency Accounts | $7,000 | 98 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $52,000 | 15 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $323,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 132 |
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 | $5,111,000 | 56 |
Number of Managed Accounts | $4,767,000 | 38 |
Personal Trust and Agency Accounts | $2,780,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $114,000 | 45 |
Employee Benefit-defined Benefit Accounts | $11,000 | 73 |
Number of other employee benefit and retirement-related accounts | $336,000 | 104 |
Corporate Trust and Agency Accounts | $335,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $865,000 | 56 |
Number of foundation and endowment trust and agency accounts, managed assets | $314,000 | 18 |
Other Fiduciary Accounts | $12,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $318,000 | 95 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $344,000 | 148 |
Personal Trust and Agency Accounts | $106,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $124,000 | 69 |
Employee Benefit-defined Benefit Accounts | $6,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $70,000 | 199 |
Corporate Trust and Agency Accounts | $8,000 | 158 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 21 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $354,000 | 86 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 236 |
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 | $5,171,000 | 52 |
Number of Managed Accounts | $4,820,000 | 36 |
Personal Trust and Agency Accounts | $2,809,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $118,000 | 38 |
Employee Benefit-defined Benefit Accounts | $11,000 | 69 |
Number of other employee benefit and retirement-related accounts | $323,000 | 101 |
Corporate Trust and Agency Accounts | $348,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $848,000 | 56 |
Number of foundation and endowment trust and agency accounts, managed assets | $348,000 | 18 |
Other Fiduciary Accounts | $15,000 | 37 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $305,000 | 95 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $351,000 | 123 |
Personal Trust and Agency Accounts | $106,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $125,000 | 65 |
Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $75,000 | 109 |
Corporate Trust and Agency Accounts | $9,000 | 101 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $30,000 | 21 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $344,000 | 81 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 118 |
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 | $5,203,000 | 51 |
Number of Managed Accounts | $4,813,000 | 35 |
Personal Trust and Agency Accounts | $2,828,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $123,000 | 37 |
Employee Benefit-defined Benefit Accounts | $11,000 | 72 |
Number of other employee benefit and retirement-related accounts | $326,000 | 97 |
Corporate Trust and Agency Accounts | $321,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $855,000 | 56 |
Number of foundation and endowment trust and agency accounts, managed assets | $334,000 | 17 |
Other Fiduciary Accounts | $15,000 | 37 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $308,000 | 90 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $390,000 | 117 |
Personal Trust and Agency Accounts | $106,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $141,000 | 60 |
Employee Benefit-defined Benefit Accounts | $5,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $82,000 | 99 |
Corporate Trust and Agency Accounts | $12,000 | 95 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $44,000 | 17 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $356,000 | 74 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $82,000 | 108 |
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 | $4,947,000 | 53 |
Number of Managed Accounts | $4,418,000 | 37 |
Personal Trust and Agency Accounts | $2,761,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $134,000 | 32 |
Employee Benefit-defined Benefit Accounts | $33,000 | 36 |
Number of other employee benefit and retirement-related accounts | $308,000 | 103 |
Corporate Trust and Agency Accounts | $2,000 | 63 |
Number of managed investment management and investment advisory agency accounts | $165,000 | 207 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,002,000 | 9 |
Other Fiduciary Accounts | $13,000 | 42 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $289,000 | 91 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $529,000 | 103 |
Personal Trust and Agency Accounts | $110,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $144,000 | 59 |
Employee Benefit-defined Benefit Accounts | $73,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 208 |
Corporate Trust and Agency Accounts | $17,000 | 89 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $170,000 | 10 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $352,000 | 79 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 226 |
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 | $5,049,000 | 59 |
Number of Managed Accounts | $4,484,000 | 39 |
Personal Trust and Agency Accounts | $2,800,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $153,000 | 33 |
Employee Benefit-defined Benefit Accounts | $32,000 | 40 |
Number of other employee benefit and retirement-related accounts | $314,000 | 105 |
Corporate Trust and Agency Accounts | $2,000 | 153 |
Number of managed investment management and investment advisory agency accounts | $172,000 | 224 |
Number of foundation and endowment trust and agency accounts, managed assets | $999,000 | 10 |
Other Fiduciary Accounts | $12,000 | 66 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $296,000 | 92 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $565,000 | 118 |
Personal Trust and Agency Accounts | $114,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $157,000 | 58 |
Employee Benefit-defined Benefit Accounts | $89,000 | 25 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 368 |
Corporate Trust and Agency Accounts | $19,000 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $161,000 | 11 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $369,000 | 84 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 420 |
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 | $5,087,000 | 58 |
Number of Managed Accounts | $4,643,000 | 37 |
Personal Trust and Agency Accounts | $2,788,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 28 |
Employee Benefit-defined Benefit Accounts | $10,000 | 73 |
Number of other employee benefit and retirement-related accounts | $345,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $1,346,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 67 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $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 | $444,000 | 112 |
Personal Trust and Agency Accounts | $161,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $159,000 | 61 |
Employee Benefit-defined Benefit Accounts | $7,000 | 76 |
Number non-managed other employee benefit and retirement-related accounts | $113,000 | 84 |
Corporate Trust and Agency Accounts | $2,000 | 140 |
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 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $374,000 | 76 |
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 | $5,189,000 | 57 |
Number of Managed Accounts | $4,729,000 | 40 |
Personal Trust and Agency Accounts | $2,826,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $158,000 | 27 |
Employee Benefit-defined Benefit Accounts | $12,000 | 66 |
Number of other employee benefit and retirement-related accounts | $346,000 | 87 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $1,382,000 | 48 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 68 |
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 | $460,000 | 111 |
Personal Trust and Agency Accounts | $170,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $163,000 | 62 |
Employee Benefit-defined Benefit Accounts | $7,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $116,000 | 87 |
Corporate Trust and Agency Accounts | $2,000 | 141 |
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 | 97 |
Memoranda | ||
Custody and Safekeeping Accounts | $419,000 | 75 |
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 | $5,255,000 | 56 |
Number of Managed Accounts | $4,732,000 | 39 |
Personal Trust and Agency Accounts | $2,797,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $158,000 | 29 |
Employee Benefit-defined Benefit Accounts | $12,000 | 69 |
Number of other employee benefit and retirement-related accounts | $350,000 | 87 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $1,410,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 70 |
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 | $523,000 | 99 |
Personal Trust and Agency Accounts | $185,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $161,000 | 63 |
Employee Benefit-defined Benefit Accounts | $7,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $121,000 | 87 |
Corporate Trust and Agency Accounts | $47,000 | 67 |
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 | 100 |
Memoranda | ||
Custody and Safekeeping Accounts | $478,000 | 74 |
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 | $5,176,000 | 60 |
Number of Managed Accounts | $4,695,000 | 39 |
Personal Trust and Agency Accounts | $2,767,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $170,000 | 26 |
Employee Benefit-defined Benefit Accounts | $12,000 | 75 |
Number of other employee benefit and retirement-related accounts | $339,000 | 97 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $1,403,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 129 |
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 | $481,000 | 139 |
Personal Trust and Agency Accounts | $187,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $161,000 | 65 |
Employee Benefit-defined Benefit Accounts | $7,000 | 92 |
Number non-managed other employee benefit and retirement-related accounts | $122,000 | 151 |
Corporate Trust and Agency Accounts | $2,000 | 279 |
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 | 193 |
Memoranda | ||
Custody and Safekeeping Accounts | $456,000 | 84 |
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 | $5,201,000 | 56 |
Number of Managed Accounts | $4,707,000 | 39 |
Personal Trust and Agency Accounts | $2,795,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $169,000 | 27 |
Employee Benefit-defined Benefit Accounts | $12,000 | 69 |
Number of other employee benefit and retirement-related accounts | $331,000 | 92 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $1,396,000 | 49 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 82 |
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 | $494,000 | 111 |
Personal Trust and Agency Accounts | $196,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $163,000 | 60 |
Employee Benefit-defined Benefit Accounts | $7,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $122,000 | 91 |
Corporate Trust and Agency Accounts | $3,000 | 143 |
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 | 107 |
Memoranda | ||
Custody and Safekeeping Accounts | $471,000 | 75 |
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 | $4,998,000 | 60 |
Number of Managed Accounts | $4,522,000 | 42 |
Personal Trust and Agency Accounts | $2,617,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $173,000 | 29 |
Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
Number of other employee benefit and retirement-related accounts | $315,000 | 97 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $1,402,000 | 50 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 79 |
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 | $476,000 | 118 |
Personal Trust and Agency Accounts | $179,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $158,000 | 64 |
Employee Benefit-defined Benefit Accounts | $8,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $123,000 | 90 |
Corporate Trust and Agency Accounts | $5,000 | 130 |
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 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $476,000 | 77 |
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 | $5,056,000 | 58 |
Number of Managed Accounts | $4,606,000 | 42 |
Personal Trust and Agency Accounts | $2,756,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $182,000 | 25 |
Employee Benefit-defined Benefit Accounts | $10,000 | 75 |
Number of other employee benefit and retirement-related accounts | $300,000 | 97 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $1,354,000 | 50 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 83 |
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 | $450,000 | 123 |
Personal Trust and Agency Accounts | $170,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $145,000 | 66 |
Employee Benefit-defined Benefit Accounts | $8,000 | 84 |
Number non-managed other employee benefit and retirement-related accounts | $119,000 | 92 |
Corporate Trust and Agency Accounts | $5,000 | 128 |
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 | $457,000 | 77 |
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 | $5,061,000 | 61 |
Number of Managed Accounts | $4,441,000 | 43 |
Personal Trust and Agency Accounts | $2,630,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $165,000 | 28 |
Employee Benefit-defined Benefit Accounts | $12,000 | 74 |
Number of other employee benefit and retirement-related accounts | $293,000 | 99 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $1,337,000 | 48 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 155 |
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 | $620,000 | 111 |
Personal Trust and Agency Accounts | $302,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $171,000 | 64 |
Employee Benefit-defined Benefit Accounts | $9,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $129,000 | 143 |
Corporate Trust and Agency Accounts | $5,000 | 212 |
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 | $4,000 | 167 |
Memoranda | ||
Custody and Safekeeping Accounts | $454,000 | 86 |
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 | $4,904,000 | 59 |
Number of Managed Accounts | $4,565,000 | 41 |
Personal Trust and Agency Accounts | $2,807,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $159,000 | 35 |
Employee Benefit-defined Benefit Accounts | $12,000 | 70 |
Number of other employee benefit and retirement-related accounts | $306,000 | 91 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $1,278,000 | 49 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 92 |
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 | $339,000 | 128 |
Personal Trust and Agency Accounts | $76,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $138,000 | 70 |
Employee Benefit-defined Benefit Accounts | $9,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $110,000 | 93 |
Corporate Trust and Agency Accounts | $2,000 | 159 |
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 | $4,000 | 97 |
Memoranda | ||
Custody and Safekeeping Accounts | $469,000 | 75 |
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 | $4,768,000 | 62 |
Number of Managed Accounts | $4,433,000 | 43 |
Personal Trust and Agency Accounts | $2,754,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $160,000 | 33 |
Employee Benefit-defined Benefit Accounts | $11,000 | 76 |
Number of other employee benefit and retirement-related accounts | $289,000 | 94 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $1,216,000 | 51 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 95 |
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 | $335,000 | 134 |
Personal Trust and Agency Accounts | $75,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $134,000 | 74 |
Employee Benefit-defined Benefit Accounts | $9,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 97 |
Corporate Trust and Agency Accounts | $2,000 | 160 |
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 | $4,000 | 96 |
Memoranda | ||
Custody and Safekeeping Accounts | $472,000 | 79 |
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 | $4,679,000 | 62 |
Number of Managed Accounts | $4,334,000 | 44 |
Personal Trust and Agency Accounts | $2,693,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $141,000 | 40 |
Employee Benefit-defined Benefit Accounts | $11,000 | 80 |
Number of other employee benefit and retirement-related accounts | $293,000 | 89 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $1,193,000 | 50 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 95 |
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 | $345,000 | 126 |
Personal Trust and Agency Accounts | $78,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $134,000 | 77 |
Employee Benefit-defined Benefit Accounts | $9,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $118,000 | 93 |
Corporate Trust and Agency Accounts | $2,000 | 159 |
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 | $4,000 | 93 |
Memoranda | ||
Custody and Safekeeping Accounts | $457,000 | 78 |
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 | $4,436,000 | 69 |
Number of Managed Accounts | $4,083,000 | 46 |
Personal Trust and Agency Accounts | $2,594,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $140,000 | 47 |
Employee Benefit-defined Benefit Accounts | $10,000 | 94 |
Number of other employee benefit and retirement-related accounts | $272,000 | 99 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $1,061,000 | 52 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $6,000 | 126 |
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 | $353,000 | 160 |
Personal Trust and Agency Accounts | $77,000 | 150 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $135,000 | 84 |
Employee Benefit-defined Benefit Accounts | $9,000 | 96 |
Number non-managed other employee benefit and retirement-related accounts | $127,000 | 146 |
Corporate Trust and Agency Accounts | $1,000 | 338 |
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 | $4,000 | 170 |
Memoranda | ||
Custody and Safekeeping Accounts | $447,000 | 90 |
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 | $4,413,000 | 70 |
Number of Managed Accounts | $4,072,000 | 49 |
Personal Trust and Agency Accounts | $2,613,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $140,000 | 47 |
Employee Benefit-defined Benefit Accounts | $11,000 | 85 |
Number of other employee benefit and retirement-related accounts | $265,000 | 102 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $1,036,000 | 56 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 72 |
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 | $341,000 | 135 |
Personal Trust and Agency Accounts | $77,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $127,000 | 80 |
Employee Benefit-defined Benefit Accounts | $9,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $123,000 | 92 |
Corporate Trust and Agency Accounts | $1,000 | 179 |
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 | $4,000 | 86 |
Memoranda | ||
Custody and Safekeeping Accounts | $462,000 | 77 |
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 | $4,402,000 | 72 |
Number of Managed Accounts | $4,048,000 | 50 |
Personal Trust and Agency Accounts | $2,591,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $139,000 | 46 |
Employee Benefit-defined Benefit Accounts | $11,000 | 93 |
Number of other employee benefit and retirement-related accounts | $262,000 | 101 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $1,038,000 | 55 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 81 |
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 | $354,000 | 136 |
Personal Trust and Agency Accounts | $80,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $129,000 | 88 |
Employee Benefit-defined Benefit Accounts | $11,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $129,000 | 90 |
Corporate Trust and Agency Accounts | $1,000 | 178 |
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 | $4,000 | 93 |
Memoranda | ||
Custody and Safekeeping Accounts | $443,000 | 77 |
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 | $4,511,000 | 70 |
Number of Managed Accounts | $4,126,000 | 50 |
Personal Trust and Agency Accounts | $2,628,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $147,000 | 42 |
Employee Benefit-defined Benefit Accounts | $11,000 | 94 |
Number of other employee benefit and retirement-related accounts | $279,000 | 94 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $1,053,000 | 53 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $8,000 | 82 |
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 | $385,000 | 132 |
Personal Trust and Agency Accounts | $87,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $140,000 | 88 |
Employee Benefit-defined Benefit Accounts | $12,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $136,000 | 89 |
Corporate Trust and Agency Accounts | $4,000 | 151 |
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 | $6,000 | 89 |
Memoranda | ||
Custody and Safekeeping Accounts | $497,000 | 76 |
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 | $28,395,000 | 22 |
Number of Managed Accounts | $28,014,000 | 11 |
Personal Trust and Agency Accounts | $26,636,000 | 6 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $135,000 | 54 |
Employee Benefit-defined Benefit Accounts | $11,000 | 100 |
Number of other employee benefit and retirement-related accounts | $263,000 | 98 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $969,000 | 55 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $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 | $381,000 | 157 |
Personal Trust and Agency Accounts | $89,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $145,000 | 89 |
Employee Benefit-defined Benefit Accounts | $11,000 | 103 |
Number non-managed other employee benefit and retirement-related accounts | $134,000 | 144 |
Corporate Trust and Agency Accounts | $2,000 | 313 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda | ||
Custody and Safekeeping Accounts | $552,000 | 76 |
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 | $4,404,000 | 70 |
Number of Managed Accounts | $4,016,000 | 51 |
Personal Trust and Agency Accounts | $2,651,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $135,000 | 51 |
Employee Benefit-defined Benefit Accounts | $11,000 | 88 |
Number of other employee benefit and retirement-related accounts | $263,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $956,000 | 55 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $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 | $388,000 | 130 |
Personal Trust and Agency Accounts | $87,000 | 101 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $145,000 | 85 |
Employee Benefit-defined Benefit Accounts | $14,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $140,000 | 84 |
Corporate Trust and Agency Accounts | $2,000 | 172 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $582,000 | 67 |
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 | $4,316,000 | 68 |
Number of Managed Accounts | $3,941,000 | 49 |
Personal Trust and Agency Accounts | $2,600,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $132,000 | 52 |
Employee Benefit-defined Benefit Accounts | $12,000 | 84 |
Number of other employee benefit and retirement-related accounts | $264,000 | 88 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $933,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $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 | $375,000 | 132 |
Personal Trust and Agency Accounts | $84,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $141,000 | 81 |
Employee Benefit-defined Benefit Accounts | $14,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $134,000 | 85 |
Corporate Trust and Agency Accounts | $2,000 | 176 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $580,000 | 66 |
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 | $4,305,000 | 71 |
Number of Managed Accounts | $3,923,000 | 51 |
Personal Trust and Agency Accounts | $2,576,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $142,000 | 51 |
Employee Benefit-defined Benefit Accounts | $9,000 | 99 |
Number of other employee benefit and retirement-related accounts | $280,000 | 85 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $916,000 | 57 |
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 | $382,000 | 134 |
Personal Trust and Agency Accounts | $83,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 85 |
Employee Benefit-defined Benefit Accounts | $13,000 | 82 |
Number non-managed other employee benefit and retirement-related accounts | $135,000 | 86 |
Corporate Trust and Agency Accounts | $2,000 | 175 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $543,000 | 75 |
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 | $4,306,000 | 79 |
Number of Managed Accounts | $3,928,000 | 53 |
Personal Trust and Agency Accounts | $2,592,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $144,000 | 49 |
Employee Benefit-defined Benefit Accounts | $10,000 | 103 |
Number of other employee benefit and retirement-related accounts | $266,000 | 93 |
Corporate Trust and Agency Accounts | $2,000 | 198 |
Number of managed investment management and investment advisory agency accounts | $914,000 | 59 |
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 | $378,000 | 168 |
Personal Trust and Agency Accounts | $91,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $138,000 | 97 |
Employee Benefit-defined Benefit Accounts | $14,000 | 94 |
Number non-managed other employee benefit and retirement-related accounts | $135,000 | 144 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda | ||
Custody and Safekeeping Accounts | $544,000 | 77 |
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 | $4,233,000 | 73 |
Number of Managed Accounts | $3,918,000 | 50 |
Personal Trust and Agency Accounts | $2,620,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $143,000 | 50 |
Employee Benefit-defined Benefit Accounts | $10,000 | 93 |
Number of other employee benefit and retirement-related accounts | $267,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $878,000 | 57 |
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 | $315,000 | 145 |
Personal Trust and Agency Accounts | $87,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $69,000 | 128 |
Employee Benefit-defined Benefit Accounts | $17,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $141,000 | 81 |
Corporate Trust and Agency Accounts | $1,000 | 183 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Custody and Safekeeping Accounts | $488,000 | 83 |
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 | $4,205,000 | 74 |
Number of Managed Accounts | $3,883,000 | 50 |
Personal Trust and Agency Accounts | $2,625,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $157,000 | 43 |
Employee Benefit-defined Benefit Accounts | $10,000 | 93 |
Number of other employee benefit and retirement-related accounts | $268,000 | 88 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $823,000 | 58 |
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 | $322,000 | 143 |
Personal Trust and Agency Accounts | $87,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 128 |
Employee Benefit-defined Benefit Accounts | $16,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $146,000 | 86 |
Corporate Trust and Agency Accounts | $1,000 | 188 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Custody and Safekeeping Accounts | $497,000 | 80 |
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 | $4,238,000 | 75 |
Number of Managed Accounts | $3,873,000 | 51 |
Personal Trust and Agency Accounts | $2,619,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $162,000 | 46 |
Employee Benefit-defined Benefit Accounts | $10,000 | 92 |
Number of other employee benefit and retirement-related accounts | $283,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $799,000 | 60 |
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 | $365,000 | 136 |
Personal Trust and Agency Accounts | $91,000 | 102 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 128 |
Employee Benefit-defined Benefit Accounts | $13,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $183,000 | 70 |
Corporate Trust and Agency Accounts | $1,000 | 193 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $497,000 | 80 |
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 | $3,883,000 | 86 |
Number of Managed Accounts | $3,483,000 | 63 |
Personal Trust and Agency Accounts | $2,377,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 53 |
Employee Benefit-defined Benefit Accounts | $10,000 | 103 |
Number of other employee benefit and retirement-related accounts | $226,000 | 102 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $721,000 | 62 |
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 | $400,000 | 172 |
Personal Trust and Agency Accounts | $75,000 | 180 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $126,000 | 113 |
Employee Benefit-defined Benefit Accounts | $11,000 | 103 |
Number non-managed other employee benefit and retirement-related accounts | $179,000 | 123 |
Corporate Trust and Agency Accounts | $9,000 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Custody and Safekeeping Accounts | $437,000 | 92 |
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 | $3,878,000 | 84 |
Number of Managed Accounts | $3,456,000 | 60 |
Personal Trust and Agency Accounts | $2,381,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $158,000 | 52 |
Employee Benefit-defined Benefit Accounts | $8,000 | 110 |
Number of other employee benefit and retirement-related accounts | $221,000 | 96 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $688,000 | 65 |
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 | $422,000 | 149 |
Personal Trust and Agency Accounts | $140,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 143 |
Employee Benefit-defined Benefit Accounts | $11,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $182,000 | 75 |
Corporate Trust and Agency Accounts | $12,000 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda | ||
Custody and Safekeeping Accounts | $363,000 | 101 |
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 | $3,725,000 | 88 |
Number of Managed Accounts | $3,422,000 | 60 |
Personal Trust and Agency Accounts | $2,399,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $147,000 | 61 |
Employee Benefit-defined Benefit Accounts | $8,000 | 112 |
Number of other employee benefit and retirement-related accounts | $221,000 | 97 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $647,000 | 68 |
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 | $303,000 | 173 |
Personal Trust and Agency Accounts | $133,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $65,000 | 162 |
Employee Benefit-defined Benefit Accounts | $11,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $82,000 | 135 |
Corporate Trust and Agency Accounts | $12,000 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda | ||
Custody and Safekeeping Accounts | $375,000 | 94 |
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 | $3,880,000 | 85 |
Number of Managed Accounts | $3,427,000 | 63 |
Personal Trust and Agency Accounts | $2,383,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $162,000 | 64 |
Employee Benefit-defined Benefit Accounts | $8,000 | 114 |
Number of other employee benefit and retirement-related accounts | $232,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $642,000 | 70 |
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 | $453,000 | 151 |
Personal Trust and Agency Accounts | $152,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 145 |
Employee Benefit-defined Benefit Accounts | $11,000 | 94 |
Number non-managed other employee benefit and retirement-related accounts | $194,000 | 74 |
Corporate Trust and Agency Accounts | $14,000 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Custody and Safekeeping Accounts | $399,000 | 94 |
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 | $3,553,000 | 95 |
Number of Managed Accounts | $3,140,000 | 69 |
Personal Trust and Agency Accounts | $2,225,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $156,000 | 73 |
Employee Benefit-defined Benefit Accounts | $9,000 | 125 |
Number of other employee benefit and retirement-related accounts | $192,000 | 133 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $558,000 | 78 |
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 | $413,000 | 179 |
Personal Trust and Agency Accounts | $151,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 173 |
Employee Benefit-defined Benefit Accounts | $6,000 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $169,000 | 118 |
Corporate Trust and Agency Accounts | $14,000 | 178 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda | ||
Custody and Safekeeping Accounts | $398,000 | 110 |
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 | $4,136,000 | 79 |
Number of Managed Accounts | $3,544,000 | 60 |
Personal Trust and Agency Accounts | $2,544,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $196,000 | 70 |
Employee Benefit-defined Benefit Accounts | $6,000 | 147 |
Number of other employee benefit and retirement-related accounts | $283,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $515,000 | 72 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $592,000 | 129 |
Personal Trust and Agency Accounts | $214,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $126,000 | 121 |
Employee Benefit-defined Benefit Accounts | $2,000 | 187 |
Number non-managed other employee benefit and retirement-related accounts | $238,000 | 95 |
Corporate Trust and Agency Accounts | $12,000 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda | ||
Custody and Safekeeping Accounts | $522,000 | 78 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |