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 | $412,000 | 397 |
Number of Managed Accounts | $406,000 | 349 |
Personal Trust and Agency Accounts | $207,000 | 262 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 412 |
Employee Benefit-defined Benefit Accounts | $0 | 229 |
Number of other employee benefit and retirement-related accounts | $45,000 | 462 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $93,000 | 343 |
Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 111 |
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 | $45,000 | 410 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $6,000 | 666 |
Personal Trust and Agency Accounts | $2,000 | 515 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 499 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda |
Custody and Safekeeping Accounts | $47,000 | 283 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 554 |
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 | $408,000 | 314 |
Number of Managed Accounts | $404,000 | 285 |
Personal Trust and Agency Accounts | $201,000 | 229 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number of other employee benefit and retirement-related accounts | $34,000 | 323 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $98,000 | 264 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 94 |
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 | $34,000 | 281 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,000 | 346 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 158 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 249 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $52,000 | 202 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 307 |
2023-06-30 | Rank |
Fiduciary powers granted | $0 | 1,477 |
Fiduciary power exercised | $1,367 | 2 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $73,968,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $21,820,000 | 7 |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | $0 | 433 |
Corporate Trust and Agency Accounts | $94 | 88 |
Number of managed investment management and investment advisory agency accounts | $0 | 399 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
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 | $0 | 1 |
Number of Non-Managed Accounts | $0 | 435 |
Personal Trust and Agency Accounts | $63,098,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $21 | 272 |
Employee Benefit-defined Benefit Accounts | $24,431,000 | 7 |
Number non-managed other employee benefit and retirement-related accounts | $16,245,000 | 11 |
Corporate Trust and Agency Accounts | $5,834,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $53,642 | 76 |
Number (#) individual retirement, health savings, and other similar accounts | $19 | 208 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 403 |
Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,245,000 | 51 |
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 | $423,000 | 323 |
Number of Managed Accounts | $419,000 | 293 |
Personal Trust and Agency Accounts | $200,000 | 230 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 248 |
Employee Benefit-defined Benefit Accounts | $0 | 171 |
Number of other employee benefit and retirement-related accounts | $46,000 | 284 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $102,000 | 270 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 98 |
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 | $46,000 | 278 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,000 | 351 |
Personal Trust and Agency Accounts | $0 | 307 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 231 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 252 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda |
Custody and Safekeeping Accounts | $53,000 | 206 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 278 |
2022-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $426,000 | 402 |
Number of Managed Accounts | $422,000 | 349 |
Personal Trust and Agency Accounts | $205,000 | 264 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 390 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $44,000 | 439 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $102,000 | 339 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 102 |
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 | $44,000 | 425 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $4,000 | 731 |
Personal Trust and Agency Accounts | $0 | 651 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 361 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 477 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda |
Custody and Safekeeping Accounts | $53,000 | 273 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 551 |
2022-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $388,000 | 335 |
Number of Managed Accounts | $384,000 | 307 |
Personal Trust and Agency Accounts | $197,000 | 236 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 260 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number of other employee benefit and retirement-related accounts | $42,000 | 297 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $95,000 | 282 |
Number of foundation and endowment trust and agency accounts, managed assets | $50,000 | 132 |
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 | $42,000 | 291 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,000 | 364 |
Personal Trust and Agency Accounts | $0 | 309 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 247 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 261 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Custody and Safekeeping Accounts | $55,000 | 211 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 285 |
2022-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $389,000 | 346 |
Number of Managed Accounts | $385,000 | 318 |
Personal Trust and Agency Accounts | $203,000 | 227 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 285 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number of other employee benefit and retirement-related accounts | $42,000 | 341 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $92,000 | 304 |
Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 131 |
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 | $42,000 | 334 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,000 | 387 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 267 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 288 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Custody and Safekeeping Accounts | $56,000 | 206 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 324 |
2022-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $384,000 | 302 |
Number of Managed Accounts | $380,000 | 279 |
Personal Trust and Agency Accounts | $206,000 | 207 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 250 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $41,000 | 285 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $102,000 | 262 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 154 |
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 | $41,000 | 280 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,000 | 326 |
Personal Trust and Agency Accounts | $0 | 284 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 235 |
Employee Benefit-defined Benefit Accounts | $0 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $55,000 | 198 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 272 |
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 | $389,000 | 385 |
Number of Managed Accounts | $385,000 | 339 |
Personal Trust and Agency Accounts | $206,000 | 237 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 389 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $42,000 | 429 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $106,000 | 316 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 171 |
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 | $42,000 | 412 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $4,000 | 706 |
Personal Trust and Agency Accounts | $0 | 626 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 355 |
Employee Benefit-defined Benefit Accounts | $0 | 144 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 474 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda |
Custody and Safekeeping Accounts | $55,000 | 262 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 542 |
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 | $400,000 | 298 |
Number of Managed Accounts | $395,000 | 271 |
Personal Trust and Agency Accounts | $212,000 | 205 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $44,000 | 279 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $106,000 | 254 |
Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 145 |
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 | $44,000 | 274 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,000 | 313 |
Personal Trust and Agency Accounts | $0 | 273 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 233 |
Employee Benefit-defined Benefit Accounts | $0 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda |
Custody and Safekeeping Accounts | $54,000 | 191 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 257 |
2021-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $409,000 | 336 |
Number of Managed Accounts | $402,000 | 306 |
Personal Trust and Agency Accounts | $222,000 | 213 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $0 | 191 |
Number of other employee benefit and retirement-related accounts | $43,000 | 329 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $104,000 | 290 |
Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 154 |
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 | $43,000 | 323 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,000 | 366 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 261 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $56,000 | 203 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 292 |
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 | $420,000 | 297 |
Number of Managed Accounts | $412,000 | 270 |
Personal Trust and Agency Accounts | $230,000 | 198 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 176 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number of other employee benefit and retirement-related accounts | $43,000 | 283 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $104,000 | 259 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 152 |
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 | $43,000 | 276 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,000 | 308 |
Personal Trust and Agency Accounts | $0 | 274 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 233 |
Employee Benefit-defined Benefit Accounts | $0 | 120 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 232 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
Other Fiduciary Accounts | $1,000 | 79 |
Memoranda |
Custody and Safekeeping Accounts | $57,000 | 188 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 258 |
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 | $418,000 | 369 |
Number of Managed Accounts | $410,000 | 320 |
Personal Trust and Agency Accounts | $233,000 | 217 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 401 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $43,000 | 429 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $103,000 | 317 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 170 |
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 | $43,000 | 411 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $8,000 | 664 |
Personal Trust and Agency Accounts | $0 | 649 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 366 |
Employee Benefit-defined Benefit Accounts | $0 | 150 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 437 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $1,000 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $57,000 | 259 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 508 |
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 | $439,000 | 290 |
Number of Managed Accounts | $430,000 | 263 |
Personal Trust and Agency Accounts | $249,000 | 181 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 181 |
Employee Benefit-defined Benefit Accounts | $0 | 178 |
Number of other employee benefit and retirement-related accounts | $46,000 | 278 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $107,000 | 256 |
Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 172 |
Other Fiduciary Accounts | $1,000 | 84 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $46,000 | 274 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 309 |
Personal Trust and Agency Accounts | $0 | 277 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 230 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $1,000 | 75 |
Memoranda |
Custody and Safekeeping Accounts | $57,000 | 182 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 257 |
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 | $443,000 | 323 |
Number of Managed Accounts | $434,000 | 288 |
Personal Trust and Agency Accounts | $251,000 | 190 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,000 | 117 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $46,000 | 324 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 293 |
Number of foundation and endowment trust and agency accounts, managed assets | $23,000 | 181 |
Other Fiduciary Accounts | $1,000 | 96 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $46,000 | 315 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 357 |
Personal Trust and Agency Accounts | $0 | 319 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 264 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 255 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $1,000 | 89 |
Memoranda |
Custody and Safekeeping Accounts | $62,000 | 189 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 290 |
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 | $443,000 | 290 |
Number of Managed Accounts | $434,000 | 263 |
Personal Trust and Agency Accounts | $250,000 | 179 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,000 | 116 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number of other employee benefit and retirement-related accounts | $46,000 | 281 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 261 |
Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 167 |
Other Fiduciary Accounts | $1,000 | 94 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $46,000 | 275 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 308 |
Personal Trust and Agency Accounts | $0 | 279 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $1,000 | 79 |
Memoranda |
Custody and Safekeeping Accounts | $64,000 | 179 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 261 |
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 | $460,000 | 348 |
Number of Managed Accounts | $451,000 | 300 |
Personal Trust and Agency Accounts | $251,000 | 197 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 130 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $52,000 | 412 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $107,000 | 309 |
Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 188 |
Other Fiduciary Accounts | $1,000 | 178 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $52,000 | 393 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $9,000 | 669 |
Personal Trust and Agency Accounts | $0 | 670 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 378 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 423 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
Other Fiduciary Accounts | $1,000 | 142 |
Memoranda |
Custody and Safekeeping Accounts | $65,000 | 232 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 507 |
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 | $450,000 | 290 |
Number of Managed Accounts | $440,000 | 263 |
Personal Trust and Agency Accounts | $242,000 | 189 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 129 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $52,000 | 283 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $108,000 | 252 |
Number of foundation and endowment trust and agency accounts, managed assets | $24,000 | 165 |
Other Fiduciary Accounts | $1,000 | 94 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $52,000 | 276 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $10,000 | 308 |
Personal Trust and Agency Accounts | $0 | 282 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 229 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $1,000 | 80 |
Memoranda |
Custody and Safekeeping Accounts | $68,000 | 171 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 254 |
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 | $447,000 | 314 |
Number of Managed Accounts | $438,000 | 283 |
Personal Trust and Agency Accounts | $241,000 | 200 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 141 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $50,000 | 315 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $109,000 | 275 |
Number of foundation and endowment trust and agency accounts, managed assets | $25,000 | 170 |
Other Fiduciary Accounts | $1,000 | 104 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $50,000 | 307 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 344 |
Personal Trust and Agency Accounts | $0 | 311 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 263 |
Employee Benefit-defined Benefit Accounts | $0 | 133 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $91,000 | 157 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 275 |
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 | $453,000 | 314 |
Number of Managed Accounts | $444,000 | 285 |
Personal Trust and Agency Accounts | $243,000 | 202 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 142 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $51,000 | 317 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $109,000 | 274 |
Number of foundation and endowment trust and agency accounts, managed assets | $27,000 | 165 |
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 | $51,000 | 310 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 351 |
Personal Trust and Agency Accounts | $0 | 309 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $92,000 | 155 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 280 |
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 | $459,000 | 348 |
Number of Managed Accounts | $449,000 | 303 |
Personal Trust and Agency Accounts | $247,000 | 205 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 150 |
Employee Benefit-defined Benefit Accounts | $0 | 267 |
Number of other employee benefit and retirement-related accounts | $50,000 | 421 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $111,000 | 302 |
Number of foundation and endowment trust and agency accounts, managed assets | $27,000 | 173 |
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 | $50,000 | 401 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $10,000 | 678 |
Personal Trust and Agency Accounts | $0 | 688 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 398 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 427 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $1,000 | 144 |
Memoranda |
Custody and Safekeeping Accounts | $92,000 | 187 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 509 |
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 | $461,000 | 311 |
Number of Managed Accounts | $450,000 | 287 |
Personal Trust and Agency Accounts | $254,000 | 192 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 144 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number of other employee benefit and retirement-related accounts | $49,000 | 316 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $106,000 | 274 |
Number of foundation and endowment trust and agency accounts, managed assets | $27,000 | 157 |
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 | $49,000 | 307 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,000 | 348 |
Personal Trust and Agency Accounts | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 234 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $1,000 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $91,000 | 157 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 272 |
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 | $473,000 | 310 |
Number of Managed Accounts | $460,000 | 285 |
Personal Trust and Agency Accounts | $261,000 | 193 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 149 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $48,000 | 320 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $106,000 | 276 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 152 |
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 | $48,000 | 313 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,000 | 343 |
Personal Trust and Agency Accounts | $1,000 | 297 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 269 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 228 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $1,000 | 86 |
Memoranda |
Custody and Safekeeping Accounts | $91,000 | 159 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 267 |
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 | $478,000 | 314 |
Number of Managed Accounts | $465,000 | 285 |
Personal Trust and Agency Accounts | $269,000 | 186 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,000 | 149 |
Employee Benefit-defined Benefit Accounts | $0 | 204 |
Number of other employee benefit and retirement-related accounts | $48,000 | 321 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $103,000 | 282 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 153 |
Other Fiduciary Accounts | $1,000 | 105 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $48,000 | 311 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,000 | 347 |
Personal Trust and Agency Accounts | $1,000 | 301 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 274 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $1,000 | 85 |
Memoranda |
Custody and Safekeeping Accounts | $87,000 | 162 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 271 |
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 | $484,000 | 343 |
Number of Managed Accounts | $471,000 | 299 |
Personal Trust and Agency Accounts | $274,000 | 196 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 165 |
Employee Benefit-defined Benefit Accounts | $0 | 275 |
Number of other employee benefit and retirement-related accounts | $49,000 | 420 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $103,000 | 313 |
Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 164 |
Other Fiduciary Accounts | $1,000 | 185 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $49,000 | 398 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $13,000 | 658 |
Personal Trust and Agency Accounts | $1,000 | 625 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 413 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 414 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $1,000 | 146 |
Memoranda |
Custody and Safekeeping Accounts | $89,000 | 197 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 487 |
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 | $497,000 | 303 |
Number of Managed Accounts | $477,000 | 274 |
Personal Trust and Agency Accounts | $280,000 | 182 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 156 |
Employee Benefit-defined Benefit Accounts | $0 | 206 |
Number of other employee benefit and retirement-related accounts | $49,000 | 315 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $103,000 | 276 |
Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 151 |
Other Fiduciary Accounts | $1,000 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $49,000 | 306 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $20,000 | 319 |
Personal Trust and Agency Accounts | $0 | 316 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 229 |
Employee Benefit-defined Benefit Accounts | $0 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 194 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda |
Custody and Safekeeping Accounts | $92,000 | 154 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 233 |
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 | $511,000 | 300 |
Number of Managed Accounts | $485,000 | 273 |
Personal Trust and Agency Accounts | $289,000 | 177 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 161 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $51,000 | 316 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $101,000 | 277 |
Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 150 |
Other Fiduciary Accounts | $1,000 | 111 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $51,000 | 307 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $26,000 | 309 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 220 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 179 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda |
Custody and Safekeeping Accounts | $89,000 | 158 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 213 |
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 | $532,000 | 298 |
Number of Managed Accounts | $493,000 | 270 |
Personal Trust and Agency Accounts | $296,000 | 176 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 161 |
Employee Benefit-defined Benefit Accounts | $0 | 208 |
Number of other employee benefit and retirement-related accounts | $54,000 | 313 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 282 |
Number of foundation and endowment trust and agency accounts, managed assets | $35,000 | 143 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $54,000 | 303 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $39,000 | 281 |
Personal Trust and Agency Accounts | $0 | 320 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,000 | 201 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 161 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 73 |
Other Fiduciary Accounts | $1,000 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $94,000 | 158 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 196 |
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 | $531,000 | 329 |
Number of Managed Accounts | $489,000 | 288 |
Personal Trust and Agency Accounts | $303,000 | 178 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 203 |
Employee Benefit-defined Benefit Accounts | $0 | 281 |
Number of other employee benefit and retirement-related accounts | $50,000 | 411 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $93,000 | 327 |
Number of foundation and endowment trust and agency accounts, managed assets | $35,000 | 150 |
Other Fiduciary Accounts | $1,000 | 179 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $50,000 | 390 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $42,000 | 463 |
Personal Trust and Agency Accounts | $0 | 737 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,000 | 229 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $31,000 | 263 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 78 |
Other Fiduciary Accounts | $1,000 | 153 |
Memoranda |
Custody and Safekeeping Accounts | $95,000 | 196 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 321 |
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 | $554,000 | 296 |
Number of Managed Accounts | $507,000 | 268 |
Personal Trust and Agency Accounts | $306,000 | 171 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 175 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $55,000 | 307 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $97,000 | 275 |
Number of foundation and endowment trust and agency accounts, managed assets | $40,000 | 132 |
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 | $55,000 | 294 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $47,000 | 274 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,000 | 199 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 148 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 71 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda |
Custody and Safekeeping Accounts | $145,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 181 |
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 | $558,000 | 297 |
Number of Managed Accounts | $509,000 | 270 |
Personal Trust and Agency Accounts | $303,000 | 174 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 181 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $59,000 | 304 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $98,000 | 274 |
Number of foundation and endowment trust and agency accounts, managed assets | $40,000 | 131 |
Other Fiduciary Accounts | $1,000 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $59,000 | 294 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $49,000 | 276 |
Personal Trust and Agency Accounts | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 195 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 149 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 69 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda |
Custody and Safekeeping Accounts | $146,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 181 |
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 | $559,000 | 296 |
Number of Managed Accounts | $508,000 | 270 |
Personal Trust and Agency Accounts | $303,000 | 174 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 189 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $61,000 | 299 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 278 |
Number of foundation and endowment trust and agency accounts, managed assets | $40,000 | 132 |
Other Fiduciary Accounts | $1,000 | 114 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $61,000 | 286 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $51,000 | 268 |
Personal Trust and Agency Accounts | $0 | 326 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 200 |
Employee Benefit-defined Benefit Accounts | $0 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 150 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $159,000 | 126 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 177 |
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 | $561,000 | 320 |
Number of Managed Accounts | $508,000 | 277 |
Personal Trust and Agency Accounts | $303,000 | 181 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 215 |
Employee Benefit-defined Benefit Accounts | $0 | 299 |
Number of other employee benefit and retirement-related accounts | $62,000 | 385 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $94,000 | 329 |
Number of foundation and endowment trust and agency accounts, managed assets | $41,000 | 135 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $62,000 | 367 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $53,000 | 425 |
Personal Trust and Agency Accounts | $0 | 756 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $41,000 | 238 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 63 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda |
Custody and Safekeeping Accounts | $161,000 | 149 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 290 |
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 | $567,000 | 290 |
Number of Managed Accounts | $511,000 | 263 |
Personal Trust and Agency Accounts | $307,000 | 173 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 191 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $60,000 | 301 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $95,000 | 278 |
Number of foundation and endowment trust and agency accounts, managed assets | $41,000 | 127 |
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 | $60,000 | 289 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $56,000 | 257 |
Personal Trust and Agency Accounts | $0 | 322 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 191 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 66 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $165,000 | 125 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 164 |
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 | $591,000 | 286 |
Number of Managed Accounts | $531,000 | 264 |
Personal Trust and Agency Accounts | $315,000 | 167 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 180 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $65,000 | 297 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $99,000 | 275 |
Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 125 |
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 | $65,000 | 280 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $60,000 | 254 |
Personal Trust and Agency Accounts | $0 | 324 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 195 |
Employee Benefit-defined Benefit Accounts | $0 | 141 |
Number non-managed other employee benefit and retirement-related accounts | $46,000 | 130 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 57 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda |
Custody and Safekeeping Accounts | $170,000 | 124 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 154 |
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 | $605,000 | 287 |
Number of Managed Accounts | $533,000 | 261 |
Personal Trust and Agency Accounts | $313,000 | 171 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 169 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $70,000 | 291 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 276 |
Number of foundation and endowment trust and agency accounts, managed assets | $42,000 | 122 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $69,000 | 276 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $72,000 | 237 |
Personal Trust and Agency Accounts | $18,000 | 169 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,000 | 197 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 146 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 60 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda |
Custody and Safekeeping Accounts | $146,000 | 136 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 174 |
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 | $620,000 | 307 |
Number of Managed Accounts | $541,000 | 271 |
Personal Trust and Agency Accounts | $317,000 | 175 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 196 |
Employee Benefit-defined Benefit Accounts | $0 | 307 |
Number of other employee benefit and retirement-related accounts | $68,000 | 367 |
Corporate Trust and Agency Accounts | $1,000 | 138 |
Number of managed investment management and investment advisory agency accounts | $101,000 | 317 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 120 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $68,000 | 348 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $79,000 | 341 |
Personal Trust and Agency Accounts | $19,000 | 299 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 220 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 65 |
Other Fiduciary Accounts | $1,000 | 171 |
Memoranda |
Custody and Safekeeping Accounts | $150,000 | 162 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 287 |
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 | $654,000 | 280 |
Number of Managed Accounts | $573,000 | 254 |
Personal Trust and Agency Accounts | $328,000 | 163 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $14,000 | 165 |
Employee Benefit-defined Benefit Accounts | $0 | 224 |
Number of other employee benefit and retirement-related accounts | $71,000 | 291 |
Corporate Trust and Agency Accounts | $1,000 | 72 |
Number of managed investment management and investment advisory agency accounts | $111,000 | 269 |
Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 109 |
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 | $71,000 | 274 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $81,000 | 219 |
Personal Trust and Agency Accounts | $19,000 | 164 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 188 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $46,000 | 133 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $157,000 | 124 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $46,000 | 159 |
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 | $691,000 | 270 |
Number of Managed Accounts | $596,000 | 251 |
Personal Trust and Agency Accounts | $347,000 | 155 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $12,000 | 168 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $71,000 | 289 |
Corporate Trust and Agency Accounts | $1,000 | 72 |
Number of managed investment management and investment advisory agency accounts | $115,000 | 264 |
Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 106 |
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 | $71,000 | 273 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $95,000 | 204 |
Personal Trust and Agency Accounts | $19,000 | 162 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 189 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $57,000 | 123 |
Corporate Trust and Agency Accounts | $3,000 | 110 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $161,000 | 121 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $57,000 | 145 |
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 | $732,000 | 264 |
Number of Managed Accounts | $620,000 | 247 |
Personal Trust and Agency Accounts | $377,000 | 145 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 180 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $64,000 | 293 |
Corporate Trust and Agency Accounts | $1,000 | 71 |
Number of managed investment management and investment advisory agency accounts | $114,000 | 265 |
Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 99 |
Other Fiduciary Accounts | $3,000 | 82 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $64,000 | 276 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $112,000 | 196 |
Personal Trust and Agency Accounts | $21,000 | 153 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 172 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $67,000 | 116 |
Corporate Trust and Agency Accounts | $3,000 | 108 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $172,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 136 |
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 | $731,000 | 277 |
Number of Managed Accounts | $602,000 | 257 |
Personal Trust and Agency Accounts | $370,000 | 153 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 337 |
Employee Benefit-defined Benefit Accounts | $0 | 320 |
Number of other employee benefit and retirement-related accounts | $61,000 | 372 |
Corporate Trust and Agency Accounts | $1,000 | 142 |
Number of managed investment management and investment advisory agency accounts | $112,000 | 295 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 94 |
Other Fiduciary Accounts | $3,000 | 133 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $61,000 | 347 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $129,000 | 259 |
Personal Trust and Agency Accounts | $29,000 | 238 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,000 | 165 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $68,000 | 183 |
Corporate Trust and Agency Accounts | $3,000 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 63 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda |
Custody and Safekeeping Accounts | $174,000 | 143 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 220 |
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 | $742,000 | 255 |
Number of Managed Accounts | $598,000 | 242 |
Personal Trust and Agency Accounts | $365,000 | 147 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 252 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $60,000 | 282 |
Corporate Trust and Agency Accounts | $1,000 | 69 |
Number of managed investment management and investment advisory agency accounts | $113,000 | 260 |
Number of foundation and endowment trust and agency accounts, managed assets | $54,000 | 87 |
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 | $60,000 | 266 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $144,000 | 174 |
Personal Trust and Agency Accounts | $30,000 | 135 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $26,000 | 136 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $72,000 | 113 |
Corporate Trust and Agency Accounts | $3,000 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 34 |
Other Fiduciary Accounts | $1,000 | 89 |
Memoranda |
Custody and Safekeeping Accounts | $176,000 | 115 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 132 |
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 | $763,000 | 248 |
Number of Managed Accounts | $601,000 | 234 |
Personal Trust and Agency Accounts | $375,000 | 138 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $58,000 | 284 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $101,000 | 266 |
Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 80 |
Other Fiduciary Accounts | $3,000 | 76 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $58,000 | 264 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $162,000 | 170 |
Personal Trust and Agency Accounts | $35,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $28,000 | 134 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $75,000 | 109 |
Corporate Trust and Agency Accounts | $7,000 | 92 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $14,000 | 30 |
Other Fiduciary Accounts | $3,000 | 83 |
Memoranda |
Custody and Safekeeping Accounts | $180,000 | 110 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 134 |
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 | $787,000 | 245 |
Number of Managed Accounts | $614,000 | 235 |
Personal Trust and Agency Accounts | $386,000 | 138 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 240 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $58,000 | 284 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $99,000 | 269 |
Number of foundation and endowment trust and agency accounts, managed assets | $65,000 | 74 |
Other Fiduciary Accounts | $3,000 | 80 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $58,000 | 263 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $173,000 | 166 |
Personal Trust and Agency Accounts | $37,000 | 121 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $30,000 | 134 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $81,000 | 112 |
Corporate Trust and Agency Accounts | $7,000 | 96 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 31 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda |
Custody and Safekeeping Accounts | $211,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 133 |
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 | $836,000 | 251 |
Number of Managed Accounts | $639,000 | 236 |
Personal Trust and Agency Accounts | $393,000 | 139 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 317 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $63,000 | 366 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $106,000 | 302 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 73 |
Other Fiduciary Accounts | $3,000 | 132 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $63,000 | 331 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $197,000 | 212 |
Personal Trust and Agency Accounts | $40,000 | 200 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $30,000 | 155 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 153 |
Corporate Trust and Agency Accounts | $9,000 | 135 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 31 |
Other Fiduciary Accounts | $1,000 | 176 |
Memoranda |
Custody and Safekeeping Accounts | $221,000 | 127 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 192 |
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 | $854,000 | 229 |
Number of Managed Accounts | $660,000 | 214 |
Personal Trust and Agency Accounts | $416,000 | 130 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 238 |
Employee Benefit-defined Benefit Accounts | $0 | 212 |
Number of other employee benefit and retirement-related accounts | $61,000 | 278 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $104,000 | 259 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 71 |
Other Fiduciary Accounts | $3,000 | 67 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $61,000 | 255 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $194,000 | 154 |
Personal Trust and Agency Accounts | $44,000 | 110 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $29,000 | 135 |
Employee Benefit-defined Benefit Accounts | $0 | 147 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 91 |
Corporate Trust and Agency Accounts | $3,000 | 103 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 28 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda |
Custody and Safekeeping Accounts | $248,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 103 |
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 | $901,000 | 214 |
Number of Managed Accounts | $705,000 | 204 |
Personal Trust and Agency Accounts | $453,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 243 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $60,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $115,000 | 247 |
Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 73 |
Other Fiduciary Accounts | $2,000 | 81 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $60,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $196,000 | 155 |
Personal Trust and Agency Accounts | $46,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $29,000 | 140 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 95 |
Corporate Trust and Agency Accounts | $3,000 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 27 |
Other Fiduciary Accounts | $1,000 | 92 |
Memoranda |
Custody and Safekeeping Accounts | $274,000 | 91 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $120,000 | 98 |
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 | $935,000 | 209 |
Number of Managed Accounts | $732,000 | 193 |
Personal Trust and Agency Accounts | $471,000 | 115 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number of other employee benefit and retirement-related accounts | $61,000 | 274 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $122,000 | 242 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 70 |
Other Fiduciary Accounts | $2,000 | 79 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $61,000 | 250 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $203,000 | 153 |
Personal Trust and Agency Accounts | $42,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $30,000 | 140 |
Employee Benefit-defined Benefit Accounts | $0 | 149 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 89 |
Corporate Trust and Agency Accounts | $3,000 | 108 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 28 |
Other Fiduciary Accounts | $1,000 | 96 |
Memoranda |
Custody and Safekeeping Accounts | $269,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $111,000 | 103 |
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 | $947,000 | 218 |
Number of Managed Accounts | $736,000 | 196 |
Personal Trust and Agency Accounts | $471,000 | 119 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 375 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $62,000 | 357 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $126,000 | 269 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 69 |
Other Fiduciary Accounts | $2,000 | 148 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $62,000 | 327 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $211,000 | 200 |
Personal Trust and Agency Accounts | $43,000 | 180 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 159 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $116,000 | 136 |
Corporate Trust and Agency Accounts | $4,000 | 188 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $16,000 | 30 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda |
Custody and Safekeeping Accounts | $296,000 | 97 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $138,000 | 127 |
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 | $980,000 | 200 |
Number of Managed Accounts | $751,000 | 188 |
Personal Trust and Agency Accounts | $476,000 | 117 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 256 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $65,000 | 267 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $133,000 | 234 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 69 |
Other Fiduciary Accounts | $2,000 | 75 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $65,000 | 245 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $229,000 | 141 |
Personal Trust and Agency Accounts | $45,000 | 108 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 138 |
Employee Benefit-defined Benefit Accounts | $0 | 153 |
Number non-managed other employee benefit and retirement-related accounts | $119,000 | 82 |
Corporate Trust and Agency Accounts | $15,000 | 77 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 27 |
Other Fiduciary Accounts | $1,000 | 91 |
Memoranda |
Custody and Safekeeping Accounts | $289,000 | 88 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 94 |
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 | $977,000 | 204 |
Number of Managed Accounts | $737,000 | 193 |
Personal Trust and Agency Accounts | $468,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 262 |
Employee Benefit-defined Benefit Accounts | $0 | 223 |
Number of other employee benefit and retirement-related accounts | $66,000 | 264 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $128,000 | 241 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 70 |
Other Fiduciary Accounts | $2,000 | 78 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $66,000 | 240 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $240,000 | 139 |
Personal Trust and Agency Accounts | $51,000 | 103 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 140 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $123,000 | 82 |
Corporate Trust and Agency Accounts | $17,000 | 74 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 31 |
Other Fiduciary Accounts | $1,000 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $270,000 | 92 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 93 |
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 | $985,000 | 207 |
Number of Managed Accounts | $739,000 | 191 |
Personal Trust and Agency Accounts | $470,000 | 120 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $67,000 | 269 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $125,000 | 246 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 69 |
Other Fiduciary Accounts | $2,000 | 79 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $67,000 | 239 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $246,000 | 141 |
Personal Trust and Agency Accounts | $51,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $36,000 | 138 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $126,000 | 81 |
Corporate Trust and Agency Accounts | $17,000 | 77 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 33 |
Other Fiduciary Accounts | $1,000 | 98 |
Memoranda |
Custody and Safekeeping Accounts | $279,000 | 88 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $121,000 | 91 |
2010-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 216 |
Number of Managed Accounts | $735,000 | 204 |
Personal Trust and Agency Accounts | $472,000 | 126 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 407 |
Employee Benefit-defined Benefit Accounts | $0 | 357 |
Number of other employee benefit and retirement-related accounts | $66,000 | 351 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $120,000 | 286 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 70 |
Other Fiduciary Accounts | $2,000 | 165 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $66,000 | 308 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $271,000 | 177 |
Personal Trust and Agency Accounts | $54,000 | 162 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $41,000 | 143 |
Employee Benefit-defined Benefit Accounts | $0 | 217 |
Number non-managed other employee benefit and retirement-related accounts | $143,000 | 119 |
Corporate Trust and Agency Accounts | $17,000 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $15,000 | 36 |
Other Fiduciary Accounts | $1,000 | 203 |
Memoranda |
Custody and Safekeeping Accounts | $289,000 | 97 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $138,000 | 135 |
2010-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,003,000 | 203 |
Number of Managed Accounts | $728,000 | 194 |
Personal Trust and Agency Accounts | $463,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 262 |
Employee Benefit-defined Benefit Accounts | $0 | 232 |
Number of other employee benefit and retirement-related accounts | $60,000 | 262 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $126,000 | 230 |
Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 67 |
Other Fiduciary Accounts | $2,000 | 83 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $60,000 | 234 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $275,000 | 137 |
Personal Trust and Agency Accounts | $55,000 | 98 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 128 |
Employee Benefit-defined Benefit Accounts | $0 | 151 |
Number non-managed other employee benefit and retirement-related accounts | $146,000 | 69 |
Corporate Trust and Agency Accounts | $20,000 | 79 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 37 |
Other Fiduciary Accounts | $1,000 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $299,000 | 86 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $141,000 | 75 |
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 | $974,000 | 207 |
Number of Managed Accounts | $738,000 | 191 |
Personal Trust and Agency Accounts | $469,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 264 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $59,000 | 263 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $129,000 | 229 |
Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 61 |
Other Fiduciary Accounts | $2,000 | 85 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $59,000 | 230 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $236,000 | 150 |
Personal Trust and Agency Accounts | $60,000 | 96 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 128 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 89 |
Corporate Trust and Agency Accounts | $20,000 | 80 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
Other Fiduciary Accounts | $1,000 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $312,000 | 81 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $96,000 | 100 |
2010-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,057,000 | 194 |
Number of Managed Accounts | $739,000 | 191 |
Personal Trust and Agency Accounts | $473,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 280 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $56,000 | 265 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $108,000 | 248 |
Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 47 |
Other Fiduciary Accounts | $2,000 | 85 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $56,000 | 229 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $318,000 | 127 |
Personal Trust and Agency Accounts | $62,000 | 94 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 111 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $105,000 | 80 |
Corporate Trust and Agency Accounts | $19,000 | 83 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 12 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $258,000 | 93 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 92 |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,083,000 | 204 |
Number of Managed Accounts | $750,000 | 197 |
Personal Trust and Agency Accounts | $482,000 | 125 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 478 |
Employee Benefit-defined Benefit Accounts | $0 | 372 |
Number of other employee benefit and retirement-related accounts | $56,000 | 366 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $110,000 | 303 |
Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 49 |
Other Fiduciary Accounts | $2,000 | 167 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $56,000 | 311 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $333,000 | 162 |
Personal Trust and Agency Accounts | $63,000 | 148 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $59,000 | 120 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 136 |
Corporate Trust and Agency Accounts | $10,000 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 14 |
Other Fiduciary Accounts | $2,000 | 174 |
Memoranda |
Custody and Safekeeping Accounts | $290,000 | 100 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 162 |
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 | $3,340,000 | 81 |
Number of Managed Accounts | $770,000 | 187 |
Personal Trust and Agency Accounts | $510,000 | 115 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 276 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $63,000 | 245 |
Corporate Trust and Agency Accounts | $78,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 245 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
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 | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,570,000 | 46 |
Personal Trust and Agency Accounts | $81,000 | 89 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $53,000 | 115 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $147,000 | 69 |
Corporate Trust and Agency Accounts | $2,289,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Custody and Safekeeping Accounts | $506,000 | 67 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,434,000 | 81 |
Number of Managed Accounts | $782,000 | 189 |
Personal Trust and Agency Accounts | $524,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 305 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $63,000 | 251 |
Corporate Trust and Agency Accounts | $75,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $120,000 | 248 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
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 | $2,652,000 | 46 |
Personal Trust and Agency Accounts | $85,000 | 90 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $53,000 | 116 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $147,000 | 74 |
Corporate Trust and Agency Accounts | $2,367,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Custody and Safekeeping Accounts | $519,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,512,000 | 77 |
Number of Managed Accounts | $791,000 | 187 |
Personal Trust and Agency Accounts | $534,000 | 117 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $62,000 | 253 |
Corporate Trust and Agency Accounts | $82,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $113,000 | 258 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,721,000 | 43 |
Personal Trust and Agency Accounts | $96,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $44,000 | 130 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $173,000 | 64 |
Corporate Trust and Agency Accounts | $2,408,000 | 15 |
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 | 120 |
Memoranda |
Custody and Safekeeping Accounts | $558,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,620,000 | 84 |
Number of Managed Accounts | $811,000 | 191 |
Personal Trust and Agency Accounts | $544,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $68,000 | 350 |
Corporate Trust and Agency Accounts | $84,000 | 15 |
Number of managed investment management and investment advisory agency accounts | $115,000 | 317 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
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 | $2,809,000 | 48 |
Personal Trust and Agency Accounts | $97,000 | 123 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 154 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $179,000 | 107 |
Corporate Trust and Agency Accounts | $2,490,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $572,000 | 76 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,676,000 | 80 |
Number of Managed Accounts | $830,000 | 177 |
Personal Trust and Agency Accounts | $558,000 | 111 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $65,000 | 267 |
Corporate Trust and Agency Accounts | $90,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $117,000 | 266 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,846,000 | 44 |
Personal Trust and Agency Accounts | $101,000 | 91 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 133 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $180,000 | 65 |
Corporate Trust and Agency Accounts | $2,523,000 | 15 |
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 | $569,000 | 69 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,722,000 | 81 |
Number of Managed Accounts | $837,000 | 181 |
Personal Trust and Agency Accounts | $571,000 | 112 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 241 |
Number of other employee benefit and retirement-related accounts | $65,000 | 268 |
Corporate Trust and Agency Accounts | $83,000 | 13 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 267 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,885,000 | 44 |
Personal Trust and Agency Accounts | $117,000 | 78 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 142 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $184,000 | 64 |
Corporate Trust and Agency Accounts | $2,542,000 | 15 |
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 | $577,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,766,000 | 80 |
Number of Managed Accounts | $849,000 | 179 |
Personal Trust and Agency Accounts | $589,000 | 110 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $64,000 | 268 |
Corporate Trust and Agency Accounts | $80,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $116,000 | 271 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,917,000 | 42 |
Personal Trust and Agency Accounts | $128,000 | 69 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 139 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $191,000 | 63 |
Corporate Trust and Agency Accounts | $2,555,000 | 14 |
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 | $600,000 | 70 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,805,000 | 80 |
Number of Managed Accounts | $850,000 | 184 |
Personal Trust and Agency Accounts | $604,000 | 112 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 667 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $60,000 | 359 |
Corporate Trust and Agency Accounts | $75,000 | 15 |
Number of managed investment management and investment advisory agency accounts | $111,000 | 322 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,955,000 | 45 |
Personal Trust and Agency Accounts | $131,000 | 82 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 162 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $205,000 | 91 |
Corporate Trust and Agency Accounts | $2,576,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda |
Custody and Safekeeping Accounts | $615,000 | 74 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,905,000 | 72 |
Number of Managed Accounts | $879,000 | 175 |
Personal Trust and Agency Accounts | $624,000 | 106 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 317 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $66,000 | 248 |
Corporate Trust and Agency Accounts | $67,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $122,000 | 254 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,026,000 | 41 |
Personal Trust and Agency Accounts | $139,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 142 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $210,000 | 58 |
Corporate Trust and Agency Accounts | $2,634,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Custody and Safekeeping Accounts | $601,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,861,000 | 73 |
Number of Managed Accounts | $883,000 | 170 |
Personal Trust and Agency Accounts | $624,000 | 109 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 323 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number of other employee benefit and retirement-related accounts | $69,000 | 242 |
Corporate Trust and Agency Accounts | $65,000 | 18 |
Number of managed investment management and investment advisory agency accounts | $125,000 | 253 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,978,000 | 41 |
Personal Trust and Agency Accounts | $140,000 | 60 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 146 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $217,000 | 55 |
Corporate Trust and Agency Accounts | $2,578,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Custody and Safekeeping Accounts | $610,000 | 70 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,749,000 | 73 |
Number of Managed Accounts | $911,000 | 163 |
Personal Trust and Agency Accounts | $647,000 | 107 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $72,000 | 237 |
Corporate Trust and Agency Accounts | $62,000 | 18 |
Number of managed investment management and investment advisory agency accounts | $130,000 | 247 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,838,000 | 41 |
Personal Trust and Agency Accounts | $139,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 150 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $223,000 | 53 |
Corporate Trust and Agency Accounts | $2,433,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $623,000 | 66 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,738,000 | 77 |
Number of Managed Accounts | $915,000 | 167 |
Personal Trust and Agency Accounts | $651,000 | 107 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 707 |
Employee Benefit-defined Benefit Accounts | $0 | 426 |
Number of other employee benefit and retirement-related accounts | $72,000 | 304 |
Corporate Trust and Agency Accounts | $60,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $132,000 | 282 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,823,000 | 45 |
Personal Trust and Agency Accounts | $138,000 | 79 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 174 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $229,000 | 82 |
Corporate Trust and Agency Accounts | $2,413,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $625,000 | 75 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,721,000 | 79 |
Number of Managed Accounts | $901,000 | 169 |
Personal Trust and Agency Accounts | $638,000 | 113 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 300 |
Employee Benefit-defined Benefit Accounts | $0 | 242 |
Number of other employee benefit and retirement-related accounts | $69,000 | 235 |
Corporate Trust and Agency Accounts | $59,000 | 19 |
Number of managed investment management and investment advisory agency accounts | $134,000 | 240 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,820,000 | 43 |
Personal Trust and Agency Accounts | $137,000 | 65 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 155 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $236,000 | 52 |
Corporate Trust and Agency Accounts | $2,405,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $624,000 | 66 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,633,000 | 85 |
Number of Managed Accounts | $882,000 | 179 |
Personal Trust and Agency Accounts | $620,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 289 |
Employee Benefit-defined Benefit Accounts | $0 | 248 |
Number of other employee benefit and retirement-related accounts | $70,000 | 237 |
Corporate Trust and Agency Accounts | $58,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $132,000 | 244 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,751,000 | 45 |
Personal Trust and Agency Accounts | $142,000 | 60 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $41,000 | 157 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $241,000 | 53 |
Corporate Trust and Agency Accounts | $2,327,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $619,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,575,000 | 84 |
Number of Managed Accounts | $876,000 | 181 |
Personal Trust and Agency Accounts | $627,000 | 120 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 249 |
Number of other employee benefit and retirement-related accounts | $64,000 | 245 |
Corporate Trust and Agency Accounts | $51,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $132,000 | 240 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,699,000 | 45 |
Personal Trust and Agency Accounts | $136,000 | 68 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 160 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $247,000 | 51 |
Corporate Trust and Agency Accounts | $2,274,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $636,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,551,000 | 91 |
Number of Managed Accounts | $843,000 | 192 |
Personal Trust and Agency Accounts | $603,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 534 |
Employee Benefit-defined Benefit Accounts | $0 | 446 |
Number of other employee benefit and retirement-related accounts | $63,000 | 314 |
Corporate Trust and Agency Accounts | $49,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $126,000 | 286 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,708,000 | 50 |
Personal Trust and Agency Accounts | $134,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 189 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $257,000 | 77 |
Corporate Trust and Agency Accounts | $2,275,000 | 18 |
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 | $638,000 | 70 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,542,000 | 86 |
Number of Managed Accounts | $831,000 | 183 |
Personal Trust and Agency Accounts | $590,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $62,000 | 232 |
Corporate Trust and Agency Accounts | $49,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $128,000 | 235 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,711,000 | 45 |
Personal Trust and Agency Accounts | $129,000 | 76 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $46,000 | 157 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $255,000 | 52 |
Corporate Trust and Agency Accounts | $2,281,000 | 18 |
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 | $634,000 | 63 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,969,000 | 92 |
Number of Managed Accounts | $507,000 | 258 |
Personal Trust and Agency Accounts | $327,000 | 196 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 326 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $41,000 | 269 |
Corporate Trust and Agency Accounts | $8,000 | 64 |
Number of managed investment management and investment advisory agency accounts | $130,000 | 239 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,462,000 | 46 |
Personal Trust and Agency Accounts | $122,000 | 79 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 173 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $214,000 | 57 |
Corporate Trust and Agency Accounts | $2,092,000 | 18 |
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 | $582,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,473,000 | 88 |
Number of Managed Accounts | $842,000 | 181 |
Personal Trust and Agency Accounts | $586,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $70,000 | 225 |
Corporate Trust and Agency Accounts | $52,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $131,000 | 238 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,631,000 | 48 |
Personal Trust and Agency Accounts | $127,000 | 76 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $50,000 | 149 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $271,000 | 52 |
Corporate Trust and Agency Accounts | $2,183,000 | 18 |
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 | $650,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,438,000 | 95 |
Number of Managed Accounts | $819,000 | 189 |
Personal Trust and Agency Accounts | $571,000 | 134 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 491 |
Employee Benefit-defined Benefit Accounts | $0 | 445 |
Number of other employee benefit and retirement-related accounts | $68,000 | 300 |
Corporate Trust and Agency Accounts | $49,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $128,000 | 281 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,619,000 | 54 |
Personal Trust and Agency Accounts | $132,000 | 96 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $50,000 | 179 |
Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
Number non-managed other employee benefit and retirement-related accounts | $270,000 | 78 |
Corporate Trust and Agency Accounts | $2,166,000 | 18 |
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 | $655,000 | 69 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,214,000 | 93 |
Number of Managed Accounts | $685,000 | 206 |
Personal Trust and Agency Accounts | $565,000 | 133 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 289 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $68,000 | 223 |
Corporate Trust and Agency Accounts | $49,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $0 | 367 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,529,000 | 50 |
Personal Trust and Agency Accounts | $141,000 | 71 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 143 |
Employee Benefit-defined Benefit Accounts | $2,000 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $273,000 | 52 |
Corporate Trust and Agency Accounts | $2,058,000 | 17 |
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 | $660,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,090,000 | 95 |
Number of Managed Accounts | $654,000 | 216 |
Personal Trust and Agency Accounts | $405,000 | 166 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $49,000 | 246 |
Corporate Trust and Agency Accounts | $46,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $151,000 | 210 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,436,000 | 51 |
Personal Trust and Agency Accounts | $144,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 148 |
Employee Benefit-defined Benefit Accounts | $2,000 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $267,000 | 55 |
Corporate Trust and Agency Accounts | $1,967,000 | 17 |
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 | $685,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,181,000 | 93 |
Number of Managed Accounts | $800,000 | 188 |
Personal Trust and Agency Accounts | $553,000 | 140 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $49,000 | 246 |
Corporate Trust and Agency Accounts | $50,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $145,000 | 217 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,381,000 | 52 |
Personal Trust and Agency Accounts | $146,000 | 74 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 150 |
Employee Benefit-defined Benefit Accounts | $2,000 | 144 |
Number non-managed other employee benefit and retirement-related accounts | $271,000 | 54 |
Corporate Trust and Agency Accounts | $1,904,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $681,000 | 67 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,653,000 | 113 |
Number of Managed Accounts | $486,000 | 299 |
Personal Trust and Agency Accounts | $272,000 | 255 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 638 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $26,000 | 443 |
Corporate Trust and Agency Accounts | $37,000 | 47 |
Number of managed investment management and investment advisory agency accounts | $150,000 | 239 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,167,000 | 56 |
Personal Trust and Agency Accounts | $138,000 | 95 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 278 |
Employee Benefit-defined Benefit Accounts | $2,000 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $246,000 | 85 |
Corporate Trust and Agency Accounts | $1,761,000 | 20 |
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 | $637,000 | 77 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,726,000 | 108 |
Number of Managed Accounts | $601,000 | 242 |
Personal Trust and Agency Accounts | $422,000 | 181 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 326 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $57,000 | 240 |
Corporate Trust and Agency Accounts | $121,000 | 13 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,125,000 | 60 |
Personal Trust and Agency Accounts | $137,000 | 81 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 230 |
Employee Benefit-defined Benefit Accounts | $2,000 | 160 |
Number non-managed other employee benefit and retirement-related accounts | $247,000 | 56 |
Corporate Trust and Agency Accounts | $1,719,000 | 22 |
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 | $648,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,674,000 | 110 |
Number of Managed Accounts | $560,000 | 254 |
Personal Trust and Agency Accounts | $401,000 | 192 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 331 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $40,000 | 266 |
Corporate Trust and Agency Accounts | $118,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $0 | 387 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,114,000 | 63 |
Personal Trust and Agency Accounts | $138,000 | 84 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 235 |
Employee Benefit-defined Benefit Accounts | $2,000 | 157 |
Number non-managed other employee benefit and retirement-related accounts | $241,000 | 65 |
Corporate Trust and Agency Accounts | $1,713,000 | 25 |
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 | $643,000 | 72 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,562,000 | 116 |
Number of Managed Accounts | $546,000 | 262 |
Personal Trust and Agency Accounts | $389,000 | 200 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 341 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $39,000 | 268 |
Corporate Trust and Agency Accounts | $117,000 | 17 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,016,000 | 66 |
Personal Trust and Agency Accounts | $142,000 | 77 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $19,000 | 241 |
Employee Benefit-defined Benefit Accounts | $2,000 | 160 |
Number non-managed other employee benefit and retirement-related accounts | $239,000 | 64 |
Corporate Trust and Agency Accounts | $1,614,000 | 26 |
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 | $629,000 | 70 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,524,000 | 121 |
Number of Managed Accounts | $531,000 | 294 |
Personal Trust and Agency Accounts | $379,000 | 211 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 673 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $41,000 | 382 |
Corporate Trust and Agency Accounts | $110,000 | 22 |
Number of managed investment management and investment advisory agency accounts | $0 | 941 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,993,000 | 68 |
Personal Trust and Agency Accounts | $136,000 | 107 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $18,000 | 316 |
Employee Benefit-defined Benefit Accounts | $2,000 | 190 |
Number non-managed other employee benefit and retirement-related accounts | $225,000 | 97 |
Corporate Trust and Agency Accounts | $1,612,000 | 26 |
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 | $623,000 | 77 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $164,000 | 742 |
Number of Managed Accounts | $136,000 | 645 |
Personal Trust and Agency Accounts | $84,000 | 627 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 815 |
Employee Benefit-defined Benefit Accounts | $0 | 447 |
Number of other employee benefit and retirement-related accounts | $4,000 | 625 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $33,000 | 492 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $15,000 | 115 |
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 | $28,000 | 748 |
Personal Trust and Agency Accounts | $7,000 | 574 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 726 |
Employee Benefit-defined Benefit Accounts | $0 | 284 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 442 |
Corporate Trust and Agency Accounts | $0 | 450 |
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 | $61,000 | 406 |
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 |