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 | $2,381,000 | 120 |
Number of Managed Accounts | $1,997,000 | 109 |
Personal Trust and Agency Accounts | $311,000 | 183 |
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 | $911,000 | 105 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $705,000 | 106 |
Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 99 |
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 | $909,000 | 78 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $384,000 | 109 |
Personal Trust and Agency Accounts | $26,000 | 224 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $214,000 | 32 |
Employee Benefit-defined Benefit Accounts | $1,000 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 137 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 150 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda |
Custody and Safekeeping Accounts | $61,000 | 250 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $125,000 | 136 |
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 | $2,358,000 | 118 |
Number of Managed Accounts | $1,977,000 | 107 |
Personal Trust and Agency Accounts | $316,000 | 169 |
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 | $893,000 | 103 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $698,000 | 104 |
Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 97 |
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 | $891,000 | 77 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $381,000 | 97 |
Personal Trust and Agency Accounts | $26,000 | 156 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $213,000 | 31 |
Employee Benefit-defined Benefit Accounts | $1,000 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 55 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 119 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 123 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $61,000 | 195 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $125,000 | 105 |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,352,000 | 117 |
Number of Managed Accounts | $1,973,000 | 107 |
Personal Trust and Agency Accounts | $314,000 | 174 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $884,000 | 109 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $704,000 | 101 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 94 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $882,000 | 78 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $379,000 | 101 |
Personal Trust and Agency Accounts | $26,000 | 172 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $211,000 | 28 |
Employee Benefit-defined Benefit Accounts | $1,000 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $127,000 | 96 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 138 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 134 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Custody and Safekeeping Accounts | $61,000 | 206 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $127,000 | 116 |
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 | $2,305,000 | 128 |
Number of Managed Accounts | $1,952,000 | 116 |
Personal Trust and Agency Accounts | $320,000 | 166 |
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 | $870,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $692,000 | 108 |
Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 101 |
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 | $868,000 | 81 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $353,000 | 107 |
Personal Trust and Agency Accounts | $26,000 | 144 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $207,000 | 32 |
Employee Benefit-defined Benefit Accounts | $1,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $105,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda |
Custody and Safekeeping Accounts | $62,000 | 196 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 79 |
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 | $2,274,000 | 130 |
Number of Managed Accounts | $1,927,000 | 117 |
Personal Trust and Agency Accounts | $316,000 | 180 |
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 | $868,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $675,000 | 109 |
Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 107 |
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 | $86,000 | 356 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $347,000 | 117 |
Personal Trust and Agency Accounts | $21,000 | 240 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $206,000 | 35 |
Employee Benefit-defined Benefit Accounts | $1,000 | 106 |
Number non-managed other employee benefit and retirement-related accounts | $105,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 114 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 141 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda |
Custody and Safekeeping Accounts | $66,000 | 244 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 124 |
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 | $2,225,000 | 128 |
Number of Managed Accounts | $1,877,000 | 119 |
Personal Trust and Agency Accounts | $318,000 | 170 |
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 | $845,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $648,000 | 114 |
Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 106 |
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 | $843,000 | 83 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $348,000 | 107 |
Personal Trust and Agency Accounts | $21,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $204,000 | 32 |
Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $107,000 | 59 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 77 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 108 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Custody and Safekeeping Accounts | $64,000 | 199 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 83 |
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 | $2,196,000 | 116 |
Number of Managed Accounts | $1,851,000 | 112 |
Personal Trust and Agency Accounts | $323,000 | 151 |
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 | $833,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $629,000 | 106 |
Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 99 |
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 | $831,000 | 82 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $345,000 | 97 |
Personal Trust and Agency Accounts | $21,000 | 153 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $204,000 | 30 |
Employee Benefit-defined Benefit Accounts | $1,000 | 92 |
Number non-managed other employee benefit and retirement-related accounts | $105,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 84 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Custody and Safekeeping Accounts | $64,000 | 191 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 87 |
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 | $2,139,000 | 119 |
Number of Managed Accounts | $1,793,000 | 118 |
Personal Trust and Agency Accounts | $321,000 | 148 |
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 | $816,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $594,000 | 112 |
Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 102 |
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 | $814,000 | 82 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $346,000 | 97 |
Personal Trust and Agency Accounts | $22,000 | 133 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $204,000 | 30 |
Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $105,000 | 63 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 73 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 97 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $59,000 | 192 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $104,000 | 84 |
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 | $2,109,000 | 122 |
Number of Managed Accounts | $1,764,000 | 118 |
Personal Trust and Agency Accounts | $322,000 | 163 |
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 | $807,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $575,000 | 112 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 109 |
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 | $805,000 | 83 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $345,000 | 107 |
Personal Trust and Agency Accounts | $19,000 | 249 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $206,000 | 31 |
Employee Benefit-defined Benefit Accounts | $1,000 | 101 |
Number non-managed other employee benefit and retirement-related accounts | $106,000 | 89 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 127 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda |
Custody and Safekeeping Accounts | $57,000 | 256 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 126 |
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 | $2,077,000 | 122 |
Number of Managed Accounts | $1,736,000 | 120 |
Personal Trust and Agency Accounts | $311,000 | 157 |
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 | $796,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $569,000 | 112 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 103 |
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 | $794,000 | 85 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $341,000 | 99 |
Personal Trust and Agency Accounts | $18,000 | 147 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $203,000 | 32 |
Employee Benefit-defined Benefit Accounts | $1,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $106,000 | 63 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda |
Custody and Safekeeping Accounts | $58,000 | 187 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 81 |
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 | $2,054,000 | 126 |
Number of Managed Accounts | $1,715,000 | 125 |
Personal Trust and Agency Accounts | $313,000 | 162 |
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 | $780,000 | 89 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $562,000 | 113 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 111 |
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 | $778,000 | 87 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $339,000 | 100 |
Personal Trust and Agency Accounts | $15,000 | 175 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $203,000 | 32 |
Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $107,000 | 66 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 89 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $58,000 | 199 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $106,000 | 90 |
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 | $2,033,000 | 128 |
Number of Managed Accounts | $1,698,000 | 128 |
Personal Trust and Agency Accounts | $318,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number of other employee benefit and retirement-related accounts | $776,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $545,000 | 115 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 108 |
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 | $774,000 | 83 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $335,000 | 99 |
Personal Trust and Agency Accounts | $17,000 | 151 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $203,000 | 32 |
Employee Benefit-defined Benefit Accounts | $1,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 65 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
Other Fiduciary Accounts | $0 | 88 |
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 | $100,000 | 84 |
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 | $2,021,000 | 131 |
Number of Managed Accounts | $1,682,000 | 127 |
Personal Trust and Agency Accounts | $309,000 | 175 |
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 | $774,000 | 85 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $540,000 | 113 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 112 |
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 | $772,000 | 85 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $339,000 | 111 |
Personal Trust and Agency Accounts | $20,000 | 239 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $206,000 | 33 |
Employee Benefit-defined Benefit Accounts | $1,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $100,000 | 97 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 125 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda |
Custody and Safekeeping Accounts | $54,000 | 261 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 137 |
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 | $2,010,000 | 129 |
Number of Managed Accounts | $1,655,000 | 128 |
Personal Trust and Agency Accounts | $298,000 | 164 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 256 |
Employee Benefit-defined Benefit Accounts | $0 | 178 |
Number of other employee benefit and retirement-related accounts | $762,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $536,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 105 |
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 | $760,000 | 83 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $355,000 | 95 |
Personal Trust and Agency Accounts | $30,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $213,000 | 32 |
Employee Benefit-defined Benefit Accounts | $1,000 | 97 |
Number non-managed other employee benefit and retirement-related accounts | $100,000 | 66 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 88 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $52,000 | 190 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 90 |
2020-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,983,000 | 130 |
Number of Managed Accounts | $1,629,000 | 130 |
Personal Trust and Agency Accounts | $284,000 | 177 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $751,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $534,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 109 |
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 | $749,000 | 81 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $354,000 | 103 |
Personal Trust and Agency Accounts | $30,000 | 126 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $213,000 | 34 |
Employee Benefit-defined Benefit Accounts | $1,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 98 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 103 |
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 | $99,000 | 100 |
2020-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,964,000 | 130 |
Number of Managed Accounts | $1,612,000 | 130 |
Personal Trust and Agency Accounts | $269,000 | 172 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number of other employee benefit and retirement-related accounts | $741,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $534,000 | 112 |
Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 106 |
Other Fiduciary Accounts | $11,000 | 44 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $739,000 | 81 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $352,000 | 100 |
Personal Trust and Agency Accounts | $21,000 | 135 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $212,000 | 36 |
Employee Benefit-defined Benefit Accounts | $1,000 | 95 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $9,000 | 49 |
Memoranda |
Custody and Safekeeping Accounts | $52,000 | 197 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 93 |
2019-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,969,000 | 137 |
Number of Managed Accounts | $1,622,000 | 133 |
Personal Trust and Agency Accounts | $287,000 | 182 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 411 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $730,000 | 87 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $537,000 | 114 |
Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 113 |
Other Fiduciary Accounts | $11,000 | 66 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $728,000 | 84 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $347,000 | 115 |
Personal Trust and Agency Accounts | $8,000 | 375 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $219,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $100,000 | 100 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 140 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
Other Fiduciary Accounts | $9,000 | 72 |
Memoranda |
Custody and Safekeeping Accounts | $56,000 | 258 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 137 |
2019-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,937,000 | 135 |
Number of Managed Accounts | $1,594,000 | 130 |
Personal Trust and Agency Accounts | $287,000 | 169 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 259 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $722,000 | 85 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $523,000 | 117 |
Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 106 |
Other Fiduciary Accounts | $6,000 | 58 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $720,000 | 85 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $343,000 | 102 |
Personal Trust and Agency Accounts | $2,000 | 245 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $218,000 | 34 |
Employee Benefit-defined Benefit Accounts | $2,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $103,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 102 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $9,000 | 51 |
Memoranda |
Custody and Safekeeping Accounts | $53,000 | 194 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 89 |
2019-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,920,000 | 138 |
Number of Managed Accounts | $1,579,000 | 132 |
Personal Trust and Agency Accounts | $287,000 | 176 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $710,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $523,000 | 116 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 114 |
Other Fiduciary Accounts | $6,000 | 64 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $708,000 | 84 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $341,000 | 104 |
Personal Trust and Agency Accounts | $3,000 | 251 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $216,000 | 34 |
Employee Benefit-defined Benefit Accounts | $2,000 | 84 |
Number non-managed other employee benefit and retirement-related accounts | $102,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $9,000 | 52 |
Memoranda |
Custody and Safekeeping Accounts | $54,000 | 206 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 96 |
2019-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,934,000 | 137 |
Number of Managed Accounts | $1,591,000 | 128 |
Personal Trust and Agency Accounts | $293,000 | 175 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 282 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $710,000 | 85 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $530,000 | 115 |
Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 115 |
Other Fiduciary Accounts | $6,000 | 65 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $708,000 | 85 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $343,000 | 103 |
Personal Trust and Agency Accounts | $2,000 | 268 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $219,000 | 33 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $103,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 117 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $9,000 | 54 |
Memoranda |
Custody and Safekeeping Accounts | $57,000 | 200 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 96 |
2018-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 134 |
Number of Managed Accounts | $1,592,000 | 125 |
Personal Trust and Agency Accounts | $289,000 | 183 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 425 |
Employee Benefit-defined Benefit Accounts | $0 | 267 |
Number of other employee benefit and retirement-related accounts | $720,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $526,000 | 113 |
Number of foundation and endowment trust and agency accounts, managed assets | $51,000 | 117 |
Other Fiduciary Accounts | $6,000 | 84 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $718,000 | 82 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $344,000 | 120 |
Personal Trust and Agency Accounts | $2,000 | 533 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $221,000 | 34 |
Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $102,000 | 104 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 159 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $9,000 | 77 |
Memoranda |
Custody and Safekeeping Accounts | $56,000 | 257 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 135 |
2018-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,937,000 | 131 |
Number of Managed Accounts | $1,595,000 | 122 |
Personal Trust and Agency Accounts | $298,000 | 169 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 287 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number of other employee benefit and retirement-related accounts | $719,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $525,000 | 113 |
Number of foundation and endowment trust and agency accounts, managed assets | $47,000 | 120 |
Other Fiduciary Accounts | $6,000 | 61 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $717,000 | 79 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $342,000 | 107 |
Personal Trust and Agency Accounts | $2,000 | 273 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $219,000 | 33 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $102,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 122 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $10,000 | 51 |
Memoranda |
Custody and Safekeeping Accounts | $57,000 | 205 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 94 |
2018-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,946,000 | 132 |
Number of Managed Accounts | $1,603,000 | 122 |
Personal Trust and Agency Accounts | $309,000 | 167 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $719,000 | 78 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $521,000 | 111 |
Number of foundation and endowment trust and agency accounts, managed assets | $48,000 | 118 |
Other Fiduciary Accounts | $6,000 | 57 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $717,000 | 78 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $343,000 | 105 |
Personal Trust and Agency Accounts | $2,000 | 274 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $219,000 | 31 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $103,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 119 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $10,000 | 53 |
Memoranda |
Custody and Safekeeping Accounts | $58,000 | 203 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 96 |
2018-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,946,000 | 131 |
Number of Managed Accounts | $1,603,000 | 122 |
Personal Trust and Agency Accounts | $308,000 | 169 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $0 | 204 |
Number of other employee benefit and retirement-related accounts | $722,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $521,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 124 |
Other Fiduciary Accounts | $6,000 | 60 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $720,000 | 75 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $343,000 | 104 |
Personal Trust and Agency Accounts | $2,000 | 277 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $218,000 | 33 |
Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $103,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 115 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $10,000 | 54 |
Memoranda |
Custody and Safekeeping Accounts | $56,000 | 204 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 99 |
2017-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,919,000 | 133 |
Number of Managed Accounts | $1,589,000 | 121 |
Personal Trust and Agency Accounts | $311,000 | 172 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 440 |
Employee Benefit-defined Benefit Accounts | $0 | 275 |
Number of other employee benefit and retirement-related accounts | $708,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $519,000 | 114 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 129 |
Other Fiduciary Accounts | $6,000 | 88 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $706,000 | 75 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $330,000 | 122 |
Personal Trust and Agency Accounts | $2,000 | 551 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $217,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
Number non-managed other employee benefit and retirement-related accounts | $90,000 | 117 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 143 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $10,000 | 79 |
Memoranda |
Custody and Safekeeping Accounts | $59,000 | 255 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 157 |
2017-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,968,000 | 129 |
Number of Managed Accounts | $1,584,000 | 124 |
Personal Trust and Agency Accounts | $328,000 | 155 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 206 |
Number of other employee benefit and retirement-related accounts | $701,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $504,000 | 116 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 125 |
Other Fiduciary Accounts | $6,000 | 59 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $701,000 | 76 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $384,000 | 99 |
Personal Trust and Agency Accounts | $2,000 | 270 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $267,000 | 29 |
Employee Benefit-defined Benefit Accounts | $2,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $91,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 105 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $13,000 | 47 |
Memoranda |
Custody and Safekeeping Accounts | $184,000 | 110 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $91,000 | 109 |
2017-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,914,000 | 131 |
Number of Managed Accounts | $1,571,000 | 122 |
Personal Trust and Agency Accounts | $331,000 | 154 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $694,000 | 78 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $495,000 | 115 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 124 |
Other Fiduciary Accounts | $6,000 | 64 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $692,000 | 76 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $343,000 | 102 |
Personal Trust and Agency Accounts | $2,000 | 275 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $224,000 | 30 |
Employee Benefit-defined Benefit Accounts | $2,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $92,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 103 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $14,000 | 47 |
Memoranda |
Custody and Safekeeping Accounts | $178,000 | 112 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 107 |
2017-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,933,000 | 125 |
Number of Managed Accounts | $1,586,000 | 117 |
Personal Trust and Agency Accounts | $352,000 | 148 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
Employee Benefit-defined Benefit Accounts | $0 | 208 |
Number of other employee benefit and retirement-related accounts | $687,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $494,000 | 111 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 122 |
Other Fiduciary Accounts | $6,000 | 63 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $687,000 | 71 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $347,000 | 101 |
Personal Trust and Agency Accounts | $3,000 | 270 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $228,000 | 32 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $88,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 100 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $19,000 | 41 |
Memoranda |
Custody and Safekeeping Accounts | $173,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 109 |
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 | $2,040,000 | 114 |
Number of Managed Accounts | $1,578,000 | 115 |
Personal Trust and Agency Accounts | $368,000 | 149 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 289 |
Employee Benefit-defined Benefit Accounts | $0 | 281 |
Number of other employee benefit and retirement-related accounts | $680,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $528,000 | 104 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $680,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $462,000 | 104 |
Personal Trust and Agency Accounts | $3,000 | 524 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $230,000 | 33 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $198,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 125 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
Other Fiduciary Accounts | $21,000 | 56 |
Memoranda |
Custody and Safekeeping Accounts | $51,000 | 283 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $198,000 | 89 |
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 | $2,062,000 | 111 |
Number of Managed Accounts | $1,565,000 | 112 |
Personal Trust and Agency Accounts | $362,000 | 147 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $676,000 | 71 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $525,000 | 103 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 300 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $676,000 | 65 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $497,000 | 88 |
Personal Trust and Agency Accounts | $2,000 | 282 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $267,000 | 29 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $195,000 | 53 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $22,000 | 39 |
Memoranda |
Custody and Safekeeping Accounts | $50,000 | 216 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $195,000 | 69 |
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 | $2,032,000 | 114 |
Number of Managed Accounts | $1,569,000 | 113 |
Personal Trust and Agency Accounts | $355,000 | 149 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 245 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $673,000 | 71 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $539,000 | 106 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
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 | $673,000 | 66 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $463,000 | 95 |
Personal Trust and Agency Accounts | $2,000 | 282 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $236,000 | 34 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $192,000 | 54 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 94 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $22,000 | 39 |
Memoranda |
Custody and Safekeeping Accounts | $50,000 | 220 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $192,000 | 70 |
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 | $2,022,000 | 114 |
Number of Managed Accounts | $1,559,000 | 115 |
Personal Trust and Agency Accounts | $353,000 | 149 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $663,000 | 71 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $541,000 | 107 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $663,000 | 66 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $463,000 | 96 |
Personal Trust and Agency Accounts | $2,000 | 283 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $245,000 | 31 |
Employee Benefit-defined Benefit Accounts | $0 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $186,000 | 56 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 96 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $21,000 | 39 |
Memoranda |
Custody and Safekeeping Accounts | $52,000 | 214 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $186,000 | 70 |
2015-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,988,000 | 120 |
Number of Managed Accounts | $1,513,000 | 120 |
Personal Trust and Agency Accounts | $368,000 | 153 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 311 |
Employee Benefit-defined Benefit Accounts | $0 | 299 |
Number of other employee benefit and retirement-related accounts | $667,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $476,000 | 113 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $667,000 | 62 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $475,000 | 104 |
Personal Trust and Agency Accounts | $2,000 | 589 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $260,000 | 32 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $183,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 136 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $21,000 | 55 |
Memoranda |
Custody and Safekeeping Accounts | $51,000 | 294 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $183,000 | 97 |
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 | $2,009,000 | 117 |
Number of Managed Accounts | $1,525,000 | 115 |
Personal Trust and Agency Accounts | $378,000 | 151 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 247 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $669,000 | 68 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $476,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
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 | $669,000 | 63 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $484,000 | 95 |
Personal Trust and Agency Accounts | $2,000 | 275 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $271,000 | 32 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $178,000 | 53 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 87 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $21,000 | 40 |
Memoranda |
Custody and Safekeeping Accounts | $51,000 | 222 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $178,000 | 73 |
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 | $2,013,000 | 116 |
Number of Managed Accounts | $1,518,000 | 118 |
Personal Trust and Agency Accounts | $383,000 | 151 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $655,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $478,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $655,000 | 65 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $495,000 | 95 |
Personal Trust and Agency Accounts | $2,000 | 280 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $280,000 | 30 |
Employee Benefit-defined Benefit Accounts | $0 | 141 |
Number non-managed other employee benefit and retirement-related accounts | $180,000 | 54 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $21,000 | 42 |
Memoranda |
Custody and Safekeeping Accounts | $51,000 | 222 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $180,000 | 72 |
2015-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,996,000 | 117 |
Number of Managed Accounts | $1,498,000 | 119 |
Personal Trust and Agency Accounts | $383,000 | 149 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 250 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $644,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $469,000 | 114 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
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 | $644,000 | 62 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $498,000 | 95 |
Personal Trust and Agency Accounts | $2,000 | 280 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $289,000 | 32 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $173,000 | 58 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 88 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $21,000 | 41 |
Memoranda |
Custody and Safekeeping Accounts | $51,000 | 220 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $173,000 | 74 |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,990,000 | 119 |
Number of Managed Accounts | $1,485,000 | 119 |
Personal Trust and Agency Accounts | $393,000 | 146 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 325 |
Employee Benefit-defined Benefit Accounts | $0 | 307 |
Number of other employee benefit and retirement-related accounts | $637,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $453,000 | 118 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $637,000 | 61 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $505,000 | 105 |
Personal Trust and Agency Accounts | $2,000 | 618 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $301,000 | 32 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number non-managed other employee benefit and retirement-related accounts | $166,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 113 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
Other Fiduciary Accounts | $22,000 | 59 |
Memoranda |
Custody and Safekeeping Accounts | $51,000 | 301 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $166,000 | 111 |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,981,000 | 114 |
Number of Managed Accounts | $1,493,000 | 118 |
Personal Trust and Agency Accounts | $402,000 | 143 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 253 |
Employee Benefit-defined Benefit Accounts | $0 | 224 |
Number of other employee benefit and retirement-related accounts | $645,000 | 65 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $444,000 | 121 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
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 | $645,000 | 59 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $488,000 | 96 |
Personal Trust and Agency Accounts | $2,000 | 283 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $303,000 | 33 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $143,000 | 62 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 78 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
Other Fiduciary Accounts | $23,000 | 37 |
Memoranda |
Custody and Safekeeping Accounts | $50,000 | 230 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $143,000 | 82 |
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 | $2,065,000 | 110 |
Number of Managed Accounts | $1,574,000 | 108 |
Personal Trust and Agency Accounts | $420,000 | 140 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 255 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $678,000 | 59 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $474,000 | 114 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
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 | $678,000 | 54 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $491,000 | 93 |
Personal Trust and Agency Accounts | $3,000 | 266 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $308,000 | 33 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $141,000 | 64 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $23,000 | 37 |
Memoranda |
Custody and Safekeeping Accounts | $52,000 | 222 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $141,000 | 85 |
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 | $2,054,000 | 108 |
Number of Managed Accounts | $1,553,000 | 109 |
Personal Trust and Agency Accounts | $390,000 | 143 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $685,000 | 59 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $476,000 | 112 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
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 | $685,000 | 54 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $501,000 | 97 |
Personal Trust and Agency Accounts | $2,000 | 285 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $311,000 | 33 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $148,000 | 66 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 81 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $24,000 | 40 |
Memoranda |
Custody and Safekeeping Accounts | $74,000 | 192 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $148,000 | 85 |
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 | $2,098,000 | 111 |
Number of Managed Accounts | $1,585,000 | 109 |
Personal Trust and Agency Accounts | $396,000 | 146 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 300 |
Employee Benefit-defined Benefit Accounts | $0 | 320 |
Number of other employee benefit and retirement-related accounts | $708,000 | 56 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $478,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $708,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $513,000 | 107 |
Personal Trust and Agency Accounts | $3,000 | 581 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $316,000 | 34 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $150,000 | 96 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 99 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $26,000 | 54 |
Memoranda |
Custody and Safekeeping Accounts | $65,000 | 274 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $150,000 | 122 |
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 | $2,069,000 | 110 |
Number of Managed Accounts | $1,572,000 | 107 |
Personal Trust and Agency Accounts | $395,000 | 138 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $700,000 | 56 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $474,000 | 105 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
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 | $700,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $497,000 | 95 |
Personal Trust and Agency Accounts | $2,000 | 282 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $313,000 | 36 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $140,000 | 68 |
Corporate Trust and Agency Accounts | $0 | 145 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 77 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $26,000 | 40 |
Memoranda |
Custody and Safekeeping Accounts | $67,000 | 198 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $140,000 | 85 |
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 | $2,043,000 | 110 |
Number of Managed Accounts | $1,541,000 | 105 |
Personal Trust and Agency Accounts | $389,000 | 134 |
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 | $680,000 | 56 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $469,000 | 105 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $680,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $502,000 | 94 |
Personal Trust and Agency Accounts | $4,000 | 248 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $320,000 | 35 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $135,000 | 68 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 78 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $26,000 | 39 |
Memoranda |
Custody and Safekeeping Accounts | $65,000 | 205 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $134,000 | 89 |
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 | $2,165,000 | 105 |
Number of Managed Accounts | $1,523,000 | 105 |
Personal Trust and Agency Accounts | $390,000 | 135 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 219 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $666,000 | 54 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $462,000 | 105 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $666,000 | 50 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $642,000 | 84 |
Personal Trust and Agency Accounts | $4,000 | 253 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $277,000 | 38 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $317,000 | 45 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 76 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $26,000 | 41 |
Memoranda |
Custody and Safekeeping Accounts | $69,000 | 197 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $307,000 | 58 |
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 | $2,790,000 | 85 |
Number of Managed Accounts | $1,443,000 | 107 |
Personal Trust and Agency Accounts | $391,000 | 140 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 272 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $605,000 | 59 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $442,000 | 111 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $605,000 | 52 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $1,347,000 | 64 |
Personal Trust and Agency Accounts | $5,000 | 513 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $283,000 | 38 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $1,016,000 | 26 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 104 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $26,000 | 55 |
Memoranda |
Custody and Safekeeping Accounts | $77,000 | 266 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,006,000 | 34 |
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 | $2,919,000 | 80 |
Number of Managed Accounts | $1,353,000 | 118 |
Personal Trust and Agency Accounts | $387,000 | 137 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 212 |
Number of other employee benefit and retirement-related accounts | $535,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $431,000 | 109 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
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 | $530,000 | 54 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,566,000 | 52 |
Personal Trust and Agency Accounts | $5,000 | 227 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $296,000 | 34 |
Employee Benefit-defined Benefit Accounts | $0 | 147 |
Number non-managed other employee benefit and retirement-related accounts | $1,222,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $26,000 | 38 |
Memoranda |
Custody and Safekeeping Accounts | $77,000 | 185 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,204,000 | 29 |
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 | $3,026,000 | 77 |
Number of Managed Accounts | $1,317,000 | 119 |
Personal Trust and Agency Accounts | $386,000 | 136 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $502,000 | 62 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $429,000 | 111 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $497,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,709,000 | 53 |
Personal Trust and Agency Accounts | $5,000 | 225 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $313,000 | 34 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $1,348,000 | 18 |
Corporate Trust and Agency Accounts | $0 | 137 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 72 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $26,000 | 38 |
Memoranda |
Custody and Safekeeping Accounts | $76,000 | 189 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,259,000 | 28 |
2012-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,792,000 | 122 |
Number of Managed Accounts | $1,301,000 | 122 |
Personal Trust and Agency Accounts | $376,000 | 138 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 258 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number of other employee benefit and retirement-related accounts | $492,000 | 63 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $431,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
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 | $489,000 | 56 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $491,000 | 92 |
Personal Trust and Agency Accounts | $4,000 | 241 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $319,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $123,000 | 79 |
Corporate Trust and Agency Accounts | $0 | 139 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 67 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $26,000 | 38 |
Memoranda |
Custody and Safekeeping Accounts | $75,000 | 190 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $110,000 | 105 |
2011-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,749,000 | 129 |
Number of Managed Accounts | $1,260,000 | 125 |
Personal Trust and Agency Accounts | $373,000 | 144 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 331 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $470,000 | 65 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $414,000 | 112 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $467,000 | 59 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $489,000 | 109 |
Personal Trust and Agency Accounts | $4,000 | 551 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $320,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $117,000 | 134 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 84 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $26,000 | 57 |
Memoranda |
Custody and Safekeeping Accounts | $81,000 | 263 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 184 |
2011-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,736,000 | 124 |
Number of Managed Accounts | $1,233,000 | 127 |
Personal Trust and Agency Accounts | $376,000 | 143 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $452,000 | 68 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $402,000 | 109 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $449,000 | 62 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $503,000 | 92 |
Personal Trust and Agency Accounts | $4,000 | 247 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $342,000 | 34 |
Employee Benefit-defined Benefit Accounts | $2,000 | 94 |
Number non-managed other employee benefit and retirement-related accounts | $113,000 | 87 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 62 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $26,000 | 37 |
Memoranda |
Custody and Safekeeping Accounts | $78,000 | 185 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $94,000 | 108 |
2011-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,731,000 | 125 |
Number of Managed Accounts | $1,217,000 | 130 |
Personal Trust and Agency Accounts | $392,000 | 141 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 246 |
Employee Benefit-defined Benefit Accounts | $0 | 223 |
Number of other employee benefit and retirement-related accounts | $443,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $379,000 | 117 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
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 | $440,000 | 63 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $514,000 | 96 |
Personal Trust and Agency Accounts | $5,000 | 230 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $347,000 | 33 |
Employee Benefit-defined Benefit Accounts | $2,000 | 96 |
Number non-managed other employee benefit and retirement-related accounts | $109,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 53 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $30,000 | 38 |
Memoranda |
Custody and Safekeeping Accounts | $79,000 | 185 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $90,000 | 109 |
2011-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,696,000 | 126 |
Number of Managed Accounts | $1,181,000 | 128 |
Personal Trust and Agency Accounts | $397,000 | 139 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 250 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $420,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $361,000 | 121 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
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 | $417,000 | 67 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $515,000 | 97 |
Personal Trust and Agency Accounts | $6,000 | 220 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $348,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
Number non-managed other employee benefit and retirement-related accounts | $108,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $30,000 | 40 |
Memoranda |
Custody and Safekeeping Accounts | $81,000 | 183 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 107 |
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 | $1,674,000 | 134 |
Number of Managed Accounts | $1,154,000 | 133 |
Personal Trust and Agency Accounts | $411,000 | 145 |
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 | $403,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $338,000 | 132 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $400,000 | 74 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $520,000 | 112 |
Personal Trust and Agency Accounts | $6,000 | 516 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $360,000 | 34 |
Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
Number non-managed other employee benefit and retirement-related accounts | $103,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $28,000 | 70 |
Memoranda |
Custody and Safekeeping Accounts | $80,000 | 272 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $84,000 | 206 |
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 | $1,636,000 | 131 |
Number of Managed Accounts | $1,126,000 | 132 |
Personal Trust and Agency Accounts | $410,000 | 139 |
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 | $390,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $324,000 | 130 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
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 | $387,000 | 71 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $510,000 | 99 |
Personal Trust and Agency Accounts | $7,000 | 213 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $363,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
Number non-managed other employee benefit and retirement-related accounts | $90,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 50 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $27,000 | 46 |
Memoranda |
Custody and Safekeeping Accounts | $74,000 | 190 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 125 |
2010-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,638,000 | 132 |
Number of Managed Accounts | $1,123,000 | 132 |
Personal Trust and Agency Accounts | $420,000 | 135 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 278 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $385,000 | 81 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $317,000 | 132 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $382,000 | 71 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $515,000 | 99 |
Personal Trust and Agency Accounts | $7,000 | 211 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $362,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 103 |
Number non-managed other employee benefit and retirement-related accounts | $92,000 | 93 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 41 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $26,000 | 46 |
Memoranda |
Custody and Safekeeping Accounts | $81,000 | 185 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 116 |
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 | $1,639,000 | 132 |
Number of Managed Accounts | $1,113,000 | 132 |
Personal Trust and Agency Accounts | $437,000 | 129 |
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 | $382,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $293,000 | 139 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $382,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $526,000 | 105 |
Personal Trust and Agency Accounts | $6,000 | 234 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $371,000 | 35 |
Employee Benefit-defined Benefit Accounts | $2,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $93,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 34 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $26,000 | 47 |
Memoranda |
Custody and Safekeeping Accounts | $74,000 | 201 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $69,000 | 120 |
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 | $1,621,000 | 143 |
Number of Managed Accounts | $1,118,000 | 139 |
Personal Trust and Agency Accounts | $473,000 | 128 |
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 | $382,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $262,000 | 162 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $382,000 | 70 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $503,000 | 127 |
Personal Trust and Agency Accounts | $6,000 | 544 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $361,000 | 36 |
Employee Benefit-defined Benefit Accounts | $2,000 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $81,000 | 175 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 48 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $25,000 | 74 |
Memoranda |
Custody and Safekeeping Accounts | $71,000 | 305 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 262 |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,574,000 | 135 |
Number of Managed Accounts | $1,094,000 | 135 |
Personal Trust and Agency Accounts | $674,000 | 88 |
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 | $372,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $47,000 | 297 |
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 | $480,000 | 105 |
Personal Trust and Agency Accounts | $62,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $366,000 | 38 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $52,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 163 |
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 | $72,000 | 203 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,568,000 | 133 |
Number of Managed Accounts | $1,088,000 | 143 |
Personal Trust and Agency Accounts | $666,000 | 95 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 286 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $375,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $46,000 | 308 |
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 | $480,000 | 105 |
Personal Trust and Agency Accounts | $62,000 | 106 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $367,000 | 39 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $51,000 | 136 |
Corporate Trust and Agency Accounts | $0 | 164 |
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 | $73,000 | 212 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,572,000 | 128 |
Number of Managed Accounts | $1,092,000 | 144 |
Personal Trust and Agency Accounts | $675,000 | 95 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $370,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $46,000 | 306 |
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 | $480,000 | 107 |
Personal Trust and Agency Accounts | $58,000 | 107 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $370,000 | 38 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $52,000 | 134 |
Corporate Trust and Agency Accounts | $0 | 163 |
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 | $73,000 | 214 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,597,000 | 143 |
Number of Managed Accounts | $1,107,000 | 144 |
Personal Trust and Agency Accounts | $691,000 | 98 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 496 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $369,000 | 89 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $46,000 | 496 |
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 | $490,000 | 135 |
Personal Trust and Agency Accounts | $61,000 | 178 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $375,000 | 38 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $54,000 | 254 |
Corporate Trust and Agency Accounts | $0 | 375 |
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 | $74,000 | 293 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,593,000 | 134 |
Number of Managed Accounts | $1,109,000 | 140 |
Personal Trust and Agency Accounts | $700,000 | 91 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 302 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $372,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $36,000 | 338 |
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 | $484,000 | 116 |
Personal Trust and Agency Accounts | $53,000 | 117 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $382,000 | 36 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $49,000 | 150 |
Corporate Trust and Agency Accounts | $0 | 174 |
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 | $67,000 | 240 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,569,000 | 141 |
Number of Managed Accounts | $1,079,000 | 145 |
Personal Trust and Agency Accounts | $687,000 | 94 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 241 |
Number of other employee benefit and retirement-related accounts | $359,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $32,000 | 346 |
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 | $490,000 | 115 |
Personal Trust and Agency Accounts | $56,000 | 115 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $388,000 | 38 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $46,000 | 160 |
Corporate Trust and Agency Accounts | $0 | 177 |
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 | $67,000 | 237 |
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 | $1,557,000 | 142 |
Number of Managed Accounts | $1,075,000 | 144 |
Personal Trust and Agency Accounts | $670,000 | 100 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $365,000 | 81 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $39,000 | 344 |
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 | $482,000 | 115 |
Personal Trust and Agency Accounts | $55,000 | 114 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $385,000 | 38 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $42,000 | 165 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $66,000 | 234 |
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 | $1,534,000 | 147 |
Number of Managed Accounts | $1,060,000 | 149 |
Personal Trust and Agency Accounts | $658,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 519 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $364,000 | 79 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $37,000 | 533 |
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 | $474,000 | 139 |
Personal Trust and Agency Accounts | $49,000 | 210 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $383,000 | 40 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $42,000 | 313 |
Corporate Trust and Agency Accounts | $0 | 389 |
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 | $66,000 | 329 |
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 | $1,499,000 | 141 |
Number of Managed Accounts | $1,045,000 | 151 |
Personal Trust and Agency Accounts | $662,000 | 103 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $352,000 | 75 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $30,000 | 332 |
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 | $454,000 | 115 |
Personal Trust and Agency Accounts | $45,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $368,000 | 44 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $41,000 | 155 |
Corporate Trust and Agency Accounts | $0 | 189 |
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 | $67,000 | 231 |
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 | $1,490,000 | 141 |
Number of Managed Accounts | $1,047,000 | 151 |
Personal Trust and Agency Accounts | $662,000 | 104 |
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 | $356,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $29,000 | 335 |
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 | $443,000 | 121 |
Personal Trust and Agency Accounts | $41,000 | 125 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $360,000 | 45 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $42,000 | 160 |
Corporate Trust and Agency Accounts | $0 | 192 |
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 | $72,000 | 229 |
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 | $1,497,000 | 140 |
Number of Managed Accounts | $1,057,000 | 145 |
Personal Trust and Agency Accounts | $668,000 | 103 |
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 | $364,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $25,000 | 343 |
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 | $440,000 | 116 |
Personal Trust and Agency Accounts | $38,000 | 130 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $367,000 | 46 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 174 |
Corporate Trust and Agency Accounts | $0 | 190 |
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 | $61,000 | 250 |
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 | $1,476,000 | 151 |
Number of Managed Accounts | $1,045,000 | 152 |
Personal Trust and Agency Accounts | $657,000 | 106 |
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 | $369,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $19,000 | 652 |
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 | $431,000 | 137 |
Personal Trust and Agency Accounts | $36,000 | 249 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $362,000 | 47 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 345 |
Corporate Trust and Agency Accounts | $0 | 403 |
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 | $47,000 | 413 |
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 | $1,448,000 | 149 |
Number of Managed Accounts | $1,028,000 | 154 |
Personal Trust and Agency Accounts | $644,000 | 111 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 242 |
Number of other employee benefit and retirement-related accounts | $365,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $19,000 | 338 |
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 | $420,000 | 120 |
Personal Trust and Agency Accounts | $31,000 | 144 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $355,000 | 47 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $34,000 | 173 |
Corporate Trust and Agency Accounts | $0 | 192 |
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 | $46,000 | 262 |
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 | $1,412,000 | 157 |
Number of Managed Accounts | $1,015,000 | 160 |
Personal Trust and Agency Accounts | $638,000 | 117 |
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 | $354,000 | 79 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $21,000 | 341 |
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 | $397,000 | 130 |
Personal Trust and Agency Accounts | $15,000 | 199 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $347,000 | 49 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 177 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $42,000 | 279 |
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 | $1,429,000 | 155 |
Number of Managed Accounts | $984,000 | 162 |
Personal Trust and Agency Accounts | $920,000 | 89 |
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 | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $62,000 | 303 |
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 | $445,000 | 121 |
Personal Trust and Agency Accounts | $96,000 | 94 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $349,000 | 49 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 196 |
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 | $0 | 406 |
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 | $1,412,000 | 164 |
Number of Managed Accounts | $982,000 | 166 |
Personal Trust and Agency Accounts | $920,000 | 91 |
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 | $0 | 819 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $60,000 | 452 |
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 | $430,000 | 145 |
Personal Trust and Agency Accounts | $101,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $329,000 | 53 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 974 |
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 | $1,379,000 | 154 |
Number of Managed Accounts | $966,000 | 160 |
Personal Trust and Agency Accounts | $907,000 | 90 |
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 | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $57,000 | 302 |
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 | $413,000 | 124 |
Personal Trust and Agency Accounts | $96,000 | 95 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $317,000 | 54 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
Corporate Trust and Agency Accounts | $0 | 200 |
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 | $0 | 397 |
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 | $1,342,000 | 160 |
Number of Managed Accounts | $930,000 | 167 |
Personal Trust and Agency Accounts | $873,000 | 90 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 311 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $55,000 | 311 |
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 | $412,000 | 127 |
Personal Trust and Agency Accounts | $94,000 | 96 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $318,000 | 53 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 414 |
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 | $1,302,000 | 165 |
Number of Managed Accounts | $893,000 | 172 |
Personal Trust and Agency Accounts | $840,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 310 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $0 | 372 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $51,000 | 313 |
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 | $409,000 | 132 |
Personal Trust and Agency Accounts | $95,000 | 98 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $314,000 | 55 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 414 |
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 | $1,286,000 | 181 |
Number of Managed Accounts | $881,000 | 178 |
Personal Trust and Agency Accounts | $831,000 | 104 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 545 |
Employee Benefit-defined Benefit Accounts | $0 | 445 |
Number of other employee benefit and retirement-related accounts | $0 | 797 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $48,000 | 482 |
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 | $405,000 | 160 |
Personal Trust and Agency Accounts | $99,000 | 132 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $306,000 | 60 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 864 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 1,000 |
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 | $1,358,000 | 161 |
Number of Managed Accounts | $929,000 | 168 |
Personal Trust and Agency Accounts | $846,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 165 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $52,000 | 299 |
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 | $429,000 | 129 |
Personal Trust and Agency Accounts | $102,000 | 92 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $327,000 | 59 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
Corporate Trust and Agency Accounts | $0 | 201 |
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 | $0 | 404 |
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 | $1,336,000 | 162 |
Number of Managed Accounts | $1,176,000 | 141 |
Personal Trust and Agency Accounts | $820,000 | 102 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $304,000 | 23 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $52,000 | 302 |
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 | $160,000 | 219 |
Personal Trust and Agency Accounts | $104,000 | 87 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 148 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
Corporate Trust and Agency Accounts | $0 | 206 |
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 | $0 | 409 |
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 | $1,353,000 | 161 |
Number of Managed Accounts | $1,169,000 | 141 |
Personal Trust and Agency Accounts | $823,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $295,000 | 24 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $51,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
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 | $184,000 | 203 |
Personal Trust and Agency Accounts | $52,000 | 141 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $83,000 | 124 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $49,000 | 93 |
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 | $0 | 417 |
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 | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
Number of Managed Accounts | $0 | 1,742 |
Personal Trust and Agency Accounts | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 794 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $0 | 809 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $0 | 932 |
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 | $0 | 1,417 |
Personal Trust and Agency Accounts | $0 | 1,047 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 727 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 880 |
Corporate Trust and Agency Accounts | $0 | 460 |
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 | $0 | 1,025 |
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 | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Personal Trust and Agency Accounts | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 351 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 430 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 353 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $0 | 387 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 448 |
Personal Trust and Agency Accounts | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 354 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 431 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Personal Trust and Agency Accounts | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $0 | 377 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 460 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 442 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
Number of Managed Accounts | $0 | 1,796 |
Personal Trust and Agency Accounts | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 834 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $0 | 820 |
Corporate Trust and Agency Accounts | $0 | 378 |
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 | $0 | 1,465 |
Personal Trust and Agency Accounts | $0 | 1,072 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
Corporate Trust and Agency Accounts | $0 | 452 |
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 | $0 | 1,048 |
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 | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
Number of Managed Accounts | $0 | 1,766 |
Personal Trust and Agency Accounts | $0 | 1,716 |
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 | $0 | 769 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $0 | 858 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,385 |
Personal Trust and Agency Accounts | $0 | 999 |
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 | $0 | 833 |
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 | $0 | 971 |
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 |