Home > Cadence Bank > Number of Fiduciary and Related Asset Accounts
Cadence Bank, Number of Fiduciary and Related Asset Accounts
2024-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,984,000 | 62 |
Number of Managed Accounts | $5,004,000 | 55 |
Personal Trust and Agency Accounts | $2,273,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $23,000 | 133 |
Employee Benefit-defined Benefit Accounts | $8,000 | 101 |
Number of other employee benefit and retirement-related accounts | $1,420,000 | 59 |
Corporate Trust and Agency Accounts | $8,000 | 79 |
Number of managed investment management and investment advisory agency accounts | $1,197,000 | 60 |
Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 113 |
Other Fiduciary Accounts | $9,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,417,000 | 46 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $980,000 | 67 |
Personal Trust and Agency Accounts | $63,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $219,000 | 39 |
Employee Benefit-defined Benefit Accounts | $11,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $265,000 | 71 |
Corporate Trust and Agency Accounts | $217,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $196,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 94 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda | ||
Custody and Safekeeping Accounts | $167,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $202,000 | 98 |
2024-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $6,120,000 | 59 |
Number of Managed Accounts | $5,107,000 | 52 |
Personal Trust and Agency Accounts | $2,313,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 118 |
Employee Benefit-defined Benefit Accounts | $8,000 | 59 |
Number of other employee benefit and retirement-related accounts | $1,464,000 | 73 |
Corporate Trust and Agency Accounts | $8,000 | 29 |
Number of managed investment management and investment advisory agency accounts | $1,205,000 | 62 |
Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 103 |
Other Fiduciary Accounts | $9,000 | 51 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,462,000 | 44 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,013,000 | 64 |
Personal Trust and Agency Accounts | $64,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $220,000 | 30 |
Employee Benefit-defined Benefit Accounts | $14,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $277,000 | 34 |
Corporate Trust and Agency Accounts | $222,000 | 47 |
Number of investment management and advisory agency accounts, non-managed assets | $207,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
Other Fiduciary Accounts | $3,000 | 68 |
Memoranda | ||
Custody and Safekeeping Accounts | $176,000 | 119 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $215,000 | 90 |
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 | $6,287,000 | 57 |
Number of Managed Accounts | $5,229,000 | 47 |
Personal Trust and Agency Accounts | $2,357,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $34,000 | 117 |
Employee Benefit-defined Benefit Accounts | $8,000 | 59 |
Number of other employee benefit and retirement-related accounts | $1,518,000 | 64 |
Corporate Trust and Agency Accounts | $8,000 | 49 |
Number of managed investment management and investment advisory agency accounts | $1,226,000 | 60 |
Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 102 |
Other Fiduciary Accounts | $11,000 | 58 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,516,000 | 42 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $1,058,000 | 66 |
Personal Trust and Agency Accounts | $65,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $235,000 | 27 |
Employee Benefit-defined Benefit Accounts | $17,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $296,000 | 71 |
Corporate Trust and Agency Accounts | $222,000 | 75 |
Number of investment management and advisory agency accounts, non-managed assets | $213,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $4,000 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $196,000 | 136 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $245,000 | 101 |
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 | $6,363,000 | 59 |
Number of Managed Accounts | $5,291,000 | 49 |
Personal Trust and Agency Accounts | $2,387,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $36,000 | 110 |
Employee Benefit-defined Benefit Accounts | $8,000 | 57 |
Number of other employee benefit and retirement-related accounts | $1,538,000 | 60 |
Corporate Trust and Agency Accounts | $8,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $1,236,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 100 |
Other Fiduciary Accounts | $11,000 | 39 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,536,000 | 40 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,072,000 | 62 |
Personal Trust and Agency Accounts | $67,000 | 97 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $235,000 | 28 |
Employee Benefit-defined Benefit Accounts | $17,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $298,000 | 32 |
Corporate Trust and Agency Accounts | $224,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | $221,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
Other Fiduciary Accounts | $4,000 | 64 |
Memoranda | ||
Custody and Safekeeping Accounts | $196,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $249,000 | 80 |
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 | $6,436,000 | 56 |
Number of Managed Accounts | $5,278,000 | 48 |
Personal Trust and Agency Accounts | $2,419,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $37,000 | 114 |
Employee Benefit-defined Benefit Accounts | $6,000 | 64 |
Number of other employee benefit and retirement-related accounts | $1,517,000 | 58 |
Corporate Trust and Agency Accounts | $8,000 | 36 |
Number of managed investment management and investment advisory agency accounts | $1,213,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 102 |
Other Fiduciary Accounts | $11,000 | 43 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,515,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,158,000 | 58 |
Personal Trust and Agency Accounts | $72,000 | 95 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $294,000 | 20 |
Employee Benefit-defined Benefit Accounts | $14,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $303,000 | 69 |
Corporate Trust and Agency Accounts | $226,000 | 79 |
Number of investment management and advisory agency accounts, non-managed assets | $240,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 51 |
Other Fiduciary Accounts | $3,000 | 93 |
Memoranda | ||
Custody and Safekeeping Accounts | $222,000 | 112 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $257,000 | 84 |
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 | $6,414,000 | 57 |
Number of Managed Accounts | $5,248,000 | 49 |
Personal Trust and Agency Accounts | $2,419,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $39,000 | 69 |
Employee Benefit-defined Benefit Accounts | $6,000 | 70 |
Number of other employee benefit and retirement-related accounts | $1,522,000 | 42 |
Corporate Trust and Agency Accounts | $8,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $1,176,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 105 |
Other Fiduciary Accounts | $11,000 | 41 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,520,000 | 42 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,166,000 | 60 |
Personal Trust and Agency Accounts | $66,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $302,000 | 23 |
Employee Benefit-defined Benefit Accounts | $14,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $308,000 | 29 |
Corporate Trust and Agency Accounts | $226,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $242,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $1,000 | 80 |
Memoranda | ||
Custody and Safekeeping Accounts | $222,000 | 110 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $263,000 | 45 |
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 | $6,343,000 | 60 |
Number of Managed Accounts | $5,219,000 | 49 |
Personal Trust and Agency Accounts | $2,415,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 59 |
Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
Number of other employee benefit and retirement-related accounts | $1,502,000 | 43 |
Corporate Trust and Agency Accounts | $8,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $1,156,000 | 67 |
Number of foundation and endowment trust and agency accounts, managed assets | $65,000 | 113 |
Other Fiduciary Accounts | $10,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,499,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $1,124,000 | 62 |
Personal Trust and Agency Accounts | $66,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $282,000 | 25 |
Employee Benefit-defined Benefit Accounts | $14,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $302,000 | 34 |
Corporate Trust and Agency Accounts | $226,000 | 43 |
Number of investment management and advisory agency accounts, non-managed assets | $227,000 | 11 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $1,000 | 139 |
Memoranda | ||
Custody and Safekeeping Accounts | $224,000 | 130 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $259,000 | 63 |
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 | $6,213,000 | 60 |
Number of Managed Accounts | $5,186,000 | 50 |
Personal Trust and Agency Accounts | $2,480,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 73 |
Employee Benefit-defined Benefit Accounts | $6,000 | 72 |
Number of other employee benefit and retirement-related accounts | $1,475,000 | 43 |
Corporate Trust and Agency Accounts | $10,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $1,101,000 | 70 |
Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 111 |
Other Fiduciary Accounts | $10,000 | 42 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,457,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,027,000 | 61 |
Personal Trust and Agency Accounts | $82,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 40 |
Employee Benefit-defined Benefit Accounts | $15,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $305,000 | 30 |
Corporate Trust and Agency Accounts | $263,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $200,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
Other Fiduciary Accounts | $1,000 | 84 |
Memoranda | ||
Custody and Safekeeping Accounts | $137,000 | 138 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $263,000 | 48 |
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 | $6,201,000 | 52 |
Number of Managed Accounts | $5,168,000 | 46 |
Personal Trust and Agency Accounts | $2,500,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 65 |
Employee Benefit-defined Benefit Accounts | $6,000 | 70 |
Number of other employee benefit and retirement-related accounts | $1,477,000 | 42 |
Corporate Trust and Agency Accounts | $11,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $1,062,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 104 |
Other Fiduciary Accounts | $10,000 | 47 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,459,000 | 42 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,033,000 | 52 |
Personal Trust and Agency Accounts | $81,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $152,000 | 40 |
Employee Benefit-defined Benefit Accounts | $15,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $322,000 | 29 |
Corporate Trust and Agency Accounts | $268,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $188,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 50 |
Other Fiduciary Accounts | $1,000 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $84,000 | 164 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $281,000 | 45 |
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 | $6,236,000 | 52 |
Number of Managed Accounts | $5,186,000 | 47 |
Personal Trust and Agency Accounts | $2,511,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $42,000 | 61 |
Employee Benefit-defined Benefit Accounts | $6,000 | 68 |
Number of other employee benefit and retirement-related accounts | $1,477,000 | 41 |
Corporate Trust and Agency Accounts | $11,000 | 21 |
Number of managed investment management and investment advisory agency accounts | $1,064,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | $65,000 | 100 |
Other Fiduciary Accounts | $10,000 | 41 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,460,000 | 41 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,050,000 | 52 |
Personal Trust and Agency Accounts | $90,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $150,000 | 40 |
Employee Benefit-defined Benefit Accounts | $15,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $333,000 | 27 |
Corporate Trust and Agency Accounts | $274,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $181,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 49 |
Other Fiduciary Accounts | $1,000 | 84 |
Memoranda | ||
Custody and Safekeeping Accounts | $125,000 | 131 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $292,000 | 43 |
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 | $6,274,000 | 49 |
Number of Managed Accounts | $5,167,000 | 46 |
Personal Trust and Agency Accounts | $2,522,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 63 |
Employee Benefit-defined Benefit Accounts | $7,000 | 71 |
Number of other employee benefit and retirement-related accounts | $1,460,000 | 39 |
Corporate Trust and Agency Accounts | $11,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $1,049,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 103 |
Other Fiduciary Accounts | $10,000 | 59 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,443,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $1,107,000 | 53 |
Personal Trust and Agency Accounts | $97,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $164,000 | 39 |
Employee Benefit-defined Benefit Accounts | $15,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $347,000 | 31 |
Corporate Trust and Agency Accounts | $290,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $184,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 50 |
Other Fiduciary Accounts | $4,000 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $132,000 | 158 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $305,000 | 53 |
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 | $3,702,000 | 75 |
Number of Managed Accounts | $2,835,000 | 75 |
Personal Trust and Agency Accounts | $826,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $38,000 | 72 |
Employee Benefit-defined Benefit Accounts | $5,000 | 86 |
Number of other employee benefit and retirement-related accounts | $1,092,000 | 56 |
Corporate Trust and Agency Accounts | $8,000 | 23 |
Number of managed investment management and investment advisory agency accounts | $798,000 | 87 |
Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 107 |
Other Fiduciary Accounts | $11,000 | 40 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,089,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $867,000 | 57 |
Personal Trust and Agency Accounts | $57,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $147,000 | 42 |
Employee Benefit-defined Benefit Accounts | $14,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $232,000 | 34 |
Corporate Trust and Agency Accounts | $232,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $177,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 43 |
Other Fiduciary Accounts | $1,000 | 79 |
Memoranda | ||
Custody and Safekeeping Accounts | $84,000 | 150 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $193,000 | 51 |
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 | $3,736,000 | 76 |
Number of Managed Accounts | $2,849,000 | 75 |
Personal Trust and Agency Accounts | $840,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $42,000 | 70 |
Employee Benefit-defined Benefit Accounts | $5,000 | 86 |
Number of other employee benefit and retirement-related accounts | $1,098,000 | 57 |
Corporate Trust and Agency Accounts | $8,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $788,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 113 |
Other Fiduciary Accounts | $11,000 | 41 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,095,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $887,000 | 57 |
Personal Trust and Agency Accounts | $57,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $152,000 | 43 |
Employee Benefit-defined Benefit Accounts | $14,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $247,000 | 37 |
Corporate Trust and Agency Accounts | $226,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $1,000 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $92,000 | 154 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $207,000 | 57 |
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 | $3,757,000 | 74 |
Number of Managed Accounts | $2,841,000 | 73 |
Personal Trust and Agency Accounts | $853,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 67 |
Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
Number of other employee benefit and retirement-related accounts | $1,085,000 | 55 |
Corporate Trust and Agency Accounts | $9,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $775,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 109 |
Other Fiduciary Accounts | $12,000 | 39 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,085,000 | 53 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $916,000 | 59 |
Personal Trust and Agency Accounts | $57,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 46 |
Employee Benefit-defined Benefit Accounts | $14,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $257,000 | 34 |
Corporate Trust and Agency Accounts | $246,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $185,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 43 |
Other Fiduciary Accounts | $1,000 | 79 |
Memoranda | ||
Custody and Safekeeping Accounts | $107,000 | 139 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $213,000 | 52 |
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 | $3,724,000 | 76 |
Number of Managed Accounts | $2,794,000 | 77 |
Personal Trust and Agency Accounts | $845,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 68 |
Employee Benefit-defined Benefit Accounts | $6,000 | 79 |
Number of other employee benefit and retirement-related accounts | $1,047,000 | 58 |
Corporate Trust and Agency Accounts | $9,000 | 45 |
Number of managed investment management and investment advisory agency accounts | $775,000 | 89 |
Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 117 |
Other Fiduciary Accounts | $12,000 | 55 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,047,000 | 56 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $930,000 | 62 |
Personal Trust and Agency Accounts | $59,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $151,000 | 47 |
Employee Benefit-defined Benefit Accounts | $14,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $262,000 | 45 |
Corporate Trust and Agency Accounts | $250,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $185,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 47 |
Other Fiduciary Accounts | $1,000 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $114,000 | 174 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $218,000 | 75 |
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 | $3,711,000 | 74 |
Number of Managed Accounts | $2,770,000 | 77 |
Personal Trust and Agency Accounts | $853,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $45,000 | 68 |
Employee Benefit-defined Benefit Accounts | $7,000 | 71 |
Number of other employee benefit and retirement-related accounts | $1,025,000 | 58 |
Corporate Trust and Agency Accounts | $9,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $764,000 | 91 |
Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 110 |
Other Fiduciary Accounts | $12,000 | 39 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,025,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $941,000 | 58 |
Personal Trust and Agency Accounts | $59,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $154,000 | 47 |
Employee Benefit-defined Benefit Accounts | $14,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $263,000 | 35 |
Corporate Trust and Agency Accounts | $254,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $187,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 40 |
Other Fiduciary Accounts | $1,000 | 75 |
Memoranda | ||
Custody and Safekeeping Accounts | $98,000 | 138 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $221,000 | 54 |
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 | $3,705,000 | 73 |
Number of Managed Accounts | $2,748,000 | 77 |
Personal Trust and Agency Accounts | $873,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $46,000 | 68 |
Employee Benefit-defined Benefit Accounts | $7,000 | 71 |
Number of other employee benefit and retirement-related accounts | $987,000 | 61 |
Corporate Trust and Agency Accounts | $9,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $759,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 117 |
Other Fiduciary Accounts | $12,000 | 43 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $987,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $957,000 | 59 |
Personal Trust and Agency Accounts | $59,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 47 |
Employee Benefit-defined Benefit Accounts | $14,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $279,000 | 39 |
Corporate Trust and Agency Accounts | $249,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $191,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
Other Fiduciary Accounts | $1,000 | 89 |
Memoranda | ||
Custody and Safekeeping Accounts | $88,000 | 156 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $237,000 | 59 |
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 | $3,741,000 | 71 |
Number of Managed Accounts | $2,729,000 | 78 |
Personal Trust and Agency Accounts | $878,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $50,000 | 70 |
Employee Benefit-defined Benefit Accounts | $7,000 | 71 |
Number of other employee benefit and retirement-related accounts | $966,000 | 61 |
Corporate Trust and Agency Accounts | $9,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $752,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 109 |
Other Fiduciary Accounts | $12,000 | 43 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $966,000 | 60 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,012,000 | 57 |
Personal Trust and Agency Accounts | $60,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $185,000 | 40 |
Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $291,000 | 35 |
Corporate Trust and Agency Accounts | $267,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $185,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 43 |
Other Fiduciary Accounts | $1,000 | 79 |
Memoranda | ||
Custody and Safekeeping Accounts | $84,000 | 151 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $249,000 | 55 |
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 | $3,748,000 | 71 |
Number of Managed Accounts | $2,698,000 | 81 |
Personal Trust and Agency Accounts | $897,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 68 |
Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
Number of other employee benefit and retirement-related accounts | $936,000 | 66 |
Corporate Trust and Agency Accounts | $9,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $729,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $54,000 | 120 |
Other Fiduciary Accounts | $12,000 | 65 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $936,000 | 65 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $1,050,000 | 61 |
Personal Trust and Agency Accounts | $59,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $184,000 | 40 |
Employee Benefit-defined Benefit Accounts | $15,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $327,000 | 40 |
Corporate Trust and Agency Accounts | $272,000 | 37 |
Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 46 |
Other Fiduciary Accounts | $1,000 | 142 |
Memoranda | ||
Custody and Safekeeping Accounts | $86,000 | 195 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $282,000 | 61 |
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 | $3,708,000 | 73 |
Number of Managed Accounts | $2,692,000 | 79 |
Personal Trust and Agency Accounts | $932,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 65 |
Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
Number of other employee benefit and retirement-related accounts | $909,000 | 67 |
Corporate Trust and Agency Accounts | $9,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $733,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 139 |
Other Fiduciary Accounts | $12,000 | 45 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $909,000 | 66 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,016,000 | 62 |
Personal Trust and Agency Accounts | $57,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $179,000 | 42 |
Employee Benefit-defined Benefit Accounts | $15,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $309,000 | 33 |
Corporate Trust and Agency Accounts | $264,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $186,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 62 |
Other Fiduciary Accounts | $2,000 | 72 |
Memoranda | ||
Custody and Safekeeping Accounts | $94,000 | 145 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $308,000 | 45 |
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 | $3,710,000 | 73 |
Number of Managed Accounts | $2,580,000 | 82 |
Personal Trust and Agency Accounts | $939,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $49,000 | 70 |
Employee Benefit-defined Benefit Accounts | $10,000 | 56 |
Number of other employee benefit and retirement-related accounts | $829,000 | 74 |
Corporate Trust and Agency Accounts | $9,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $700,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | $32,000 | 153 |
Other Fiduciary Accounts | $12,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $828,000 | 72 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,130,000 | 58 |
Personal Trust and Agency Accounts | $58,000 | 82 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $180,000 | 42 |
Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $406,000 | 29 |
Corporate Trust and Agency Accounts | $259,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $200,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 41 |
Other Fiduciary Accounts | $2,000 | 82 |
Memoranda | ||
Custody and Safekeeping Accounts | $100,000 | 150 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $405,000 | 41 |
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 | $3,711,000 | 74 |
Number of Managed Accounts | $2,335,000 | 90 |
Personal Trust and Agency Accounts | $942,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 70 |
Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
Number of other employee benefit and retirement-related accounts | $595,000 | 99 |
Corporate Trust and Agency Accounts | $9,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $685,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 156 |
Other Fiduciary Accounts | $12,000 | 47 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $594,000 | 98 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,376,000 | 50 |
Personal Trust and Agency Accounts | $58,000 | 82 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $190,000 | 39 |
Employee Benefit-defined Benefit Accounts | $15,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $639,000 | 20 |
Corporate Trust and Agency Accounts | $255,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $207,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 43 |
Other Fiduciary Accounts | $2,000 | 85 |
Memoranda | ||
Custody and Safekeeping Accounts | $100,000 | 149 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $638,000 | 34 |
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 | $3,722,000 | 74 |
Number of Managed Accounts | $2,281,000 | 91 |
Personal Trust and Agency Accounts | $962,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 71 |
Employee Benefit-defined Benefit Accounts | $10,000 | 60 |
Number of other employee benefit and retirement-related accounts | $540,000 | 108 |
Corporate Trust and Agency Accounts | $9,000 | 46 |
Number of managed investment management and investment advisory agency accounts | $665,000 | 94 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 162 |
Other Fiduciary Accounts | $13,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $539,000 | 105 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $1,441,000 | 52 |
Personal Trust and Agency Accounts | $58,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $198,000 | 38 |
Employee Benefit-defined Benefit Accounts | $16,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $689,000 | 22 |
Corporate Trust and Agency Accounts | $252,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $216,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 46 |
Other Fiduciary Accounts | $2,000 | 130 |
Memoranda | ||
Custody and Safekeeping Accounts | $104,000 | 174 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $688,000 | 35 |
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 | $3,695,000 | 73 |
Number of Managed Accounts | $2,227,000 | 91 |
Personal Trust and Agency Accounts | $958,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $49,000 | 75 |
Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
Number of other employee benefit and retirement-related accounts | $515,000 | 108 |
Corporate Trust and Agency Accounts | $10,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $642,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | $31,000 | 148 |
Other Fiduciary Accounts | $12,000 | 43 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $514,000 | 106 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,468,000 | 48 |
Personal Trust and Agency Accounts | $61,000 | 84 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $205,000 | 36 |
Employee Benefit-defined Benefit Accounts | $17,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $707,000 | 22 |
Corporate Trust and Agency Accounts | $249,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $217,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 42 |
Other Fiduciary Accounts | $2,000 | 83 |
Memoranda | ||
Custody and Safekeeping Accounts | $99,000 | 149 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $706,000 | 34 |
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 | $4,467,000 | 64 |
Number of Managed Accounts | $2,180,000 | 90 |
Personal Trust and Agency Accounts | $960,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $47,000 | 76 |
Employee Benefit-defined Benefit Accounts | $10,000 | 61 |
Number of other employee benefit and retirement-related accounts | $479,000 | 113 |
Corporate Trust and Agency Accounts | $10,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $629,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 147 |
Other Fiduciary Accounts | $12,000 | 44 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $478,000 | 112 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,287,000 | 38 |
Personal Trust and Agency Accounts | $61,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $221,000 | 30 |
Employee Benefit-defined Benefit Accounts | $19,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $728,000 | 19 |
Corporate Trust and Agency Accounts | $255,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $992,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 44 |
Other Fiduciary Accounts | $2,000 | 81 |
Memoranda | ||
Custody and Safekeeping Accounts | $107,000 | 146 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $727,000 | 32 |
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 | $4,517,000 | 65 |
Number of Managed Accounts | $2,176,000 | 91 |
Personal Trust and Agency Accounts | $969,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 77 |
Employee Benefit-defined Benefit Accounts | $11,000 | 59 |
Number of other employee benefit and retirement-related accounts | $471,000 | 113 |
Corporate Trust and Agency Accounts | $11,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $622,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | $33,000 | 150 |
Other Fiduciary Accounts | $11,000 | 46 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $470,000 | 110 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,341,000 | 39 |
Personal Trust and Agency Accounts | $64,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $228,000 | 31 |
Employee Benefit-defined Benefit Accounts | $19,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $751,000 | 19 |
Corporate Trust and Agency Accounts | $275,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $993,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 46 |
Other Fiduciary Accounts | $2,000 | 79 |
Memoranda | ||
Custody and Safekeeping Accounts | $107,000 | 143 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $750,000 | 30 |
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 | $4,549,000 | 68 |
Number of Managed Accounts | $2,194,000 | 91 |
Personal Trust and Agency Accounts | $985,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 74 |
Employee Benefit-defined Benefit Accounts | $11,000 | 63 |
Number of other employee benefit and retirement-related accounts | $470,000 | 114 |
Corporate Trust and Agency Accounts | $11,000 | 37 |
Number of managed investment management and investment advisory agency accounts | $623,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $34,000 | 156 |
Other Fiduciary Accounts | $12,000 | 55 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $469,000 | 112 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $2,355,000 | 41 |
Personal Trust and Agency Accounts | $63,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $235,000 | 30 |
Employee Benefit-defined Benefit Accounts | $19,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $751,000 | 23 |
Corporate Trust and Agency Accounts | $285,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $992,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 49 |
Other Fiduciary Accounts | $1,000 | 146 |
Memoranda | ||
Custody and Safekeeping Accounts | $107,000 | 178 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $750,000 | 34 |
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 | $4,455,000 | 66 |
Number of Managed Accounts | $2,216,000 | 92 |
Personal Trust and Agency Accounts | $1,004,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 73 |
Employee Benefit-defined Benefit Accounts | $10,000 | 62 |
Number of other employee benefit and retirement-related accounts | $466,000 | 107 |
Corporate Trust and Agency Accounts | $18,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $627,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | $36,000 | 142 |
Other Fiduciary Accounts | $7,000 | 57 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $465,000 | 106 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,239,000 | 39 |
Personal Trust and Agency Accounts | $64,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $180,000 | 40 |
Employee Benefit-defined Benefit Accounts | $19,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $745,000 | 19 |
Corporate Trust and Agency Accounts | $278,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $943,000 | 9 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 45 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $111,000 | 140 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $744,000 | 31 |
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 | $4,379,000 | 65 |
Number of Managed Accounts | $2,197,000 | 89 |
Personal Trust and Agency Accounts | $1,012,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 74 |
Employee Benefit-defined Benefit Accounts | $15,000 | 51 |
Number of other employee benefit and retirement-related accounts | $462,000 | 108 |
Corporate Trust and Agency Accounts | $16,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $133,000 | 255 |
Number of foundation and endowment trust and agency accounts, managed assets | $506,000 | 17 |
Other Fiduciary Accounts | $9,000 | 53 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $461,000 | 106 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,182,000 | 41 |
Personal Trust and Agency Accounts | $63,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $172,000 | 40 |
Employee Benefit-defined Benefit Accounts | $19,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $757,000 | 19 |
Corporate Trust and Agency Accounts | $265,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $896,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $114,000 | 138 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $756,000 | 31 |
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 | $4,490,000 | 64 |
Number of Managed Accounts | $2,237,000 | 86 |
Personal Trust and Agency Accounts | $1,032,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 59 |
Employee Benefit-defined Benefit Accounts | $15,000 | 50 |
Number of other employee benefit and retirement-related accounts | $461,000 | 103 |
Corporate Trust and Agency Accounts | $16,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $132,000 | 253 |
Number of foundation and endowment trust and agency accounts, managed assets | $508,000 | 16 |
Other Fiduciary Accounts | $11,000 | 48 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $459,000 | 100 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,253,000 | 42 |
Personal Trust and Agency Accounts | $64,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $232,000 | 30 |
Employee Benefit-defined Benefit Accounts | $19,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $766,000 | 18 |
Corporate Trust and Agency Accounts | $276,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $886,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
Other Fiduciary Accounts | $1,000 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $113,000 | 140 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $765,000 | 30 |
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 | $4,476,000 | 66 |
Number of Managed Accounts | $2,236,000 | 84 |
Personal Trust and Agency Accounts | $1,041,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 58 |
Employee Benefit-defined Benefit Accounts | $15,000 | 54 |
Number of other employee benefit and retirement-related accounts | $453,000 | 106 |
Corporate Trust and Agency Accounts | $16,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $132,000 | 272 |
Number of foundation and endowment trust and agency accounts, managed assets | $500,000 | 16 |
Other Fiduciary Accounts | $11,000 | 61 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $451,000 | 102 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $2,240,000 | 44 |
Personal Trust and Agency Accounts | $64,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $238,000 | 31 |
Employee Benefit-defined Benefit Accounts | $18,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $736,000 | 21 |
Corporate Trust and Agency Accounts | $306,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $868,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 45 |
Other Fiduciary Accounts | $1,000 | 153 |
Memoranda | ||
Custody and Safekeeping Accounts | $116,000 | 175 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $735,000 | 34 |
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 | $4,481,000 | 64 |
Number of Managed Accounts | $2,248,000 | 80 |
Personal Trust and Agency Accounts | $1,042,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $66,000 | 58 |
Employee Benefit-defined Benefit Accounts | $15,000 | 52 |
Number of other employee benefit and retirement-related accounts | $454,000 | 104 |
Corporate Trust and Agency Accounts | $16,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $137,000 | 248 |
Number of foundation and endowment trust and agency accounts, managed assets | $506,000 | 16 |
Other Fiduciary Accounts | $12,000 | 42 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $452,000 | 97 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,233,000 | 42 |
Personal Trust and Agency Accounts | $62,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $261,000 | 30 |
Employee Benefit-defined Benefit Accounts | $21,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $725,000 | 17 |
Corporate Trust and Agency Accounts | $294,000 | 41 |
Number of investment management and advisory agency accounts, non-managed assets | $860,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $117,000 | 142 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $724,000 | 31 |
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 | $4,510,000 | 65 |
Number of Managed Accounts | $2,276,000 | 81 |
Personal Trust and Agency Accounts | $1,058,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $69,000 | 59 |
Employee Benefit-defined Benefit Accounts | $15,000 | 53 |
Number of other employee benefit and retirement-related accounts | $455,000 | 102 |
Corporate Trust and Agency Accounts | $16,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $135,000 | 248 |
Number of foundation and endowment trust and agency accounts, managed assets | $516,000 | 16 |
Other Fiduciary Accounts | $12,000 | 48 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $453,000 | 96 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,234,000 | 42 |
Personal Trust and Agency Accounts | $64,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $259,000 | 30 |
Employee Benefit-defined Benefit Accounts | $20,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $719,000 | 19 |
Corporate Trust and Agency Accounts | $338,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $825,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $122,000 | 141 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $718,000 | 32 |
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 | $4,517,000 | 65 |
Number of Managed Accounts | $2,273,000 | 82 |
Personal Trust and Agency Accounts | $1,062,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 62 |
Employee Benefit-defined Benefit Accounts | $15,000 | 54 |
Number of other employee benefit and retirement-related accounts | $461,000 | 101 |
Corporate Trust and Agency Accounts | $16,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $130,000 | 254 |
Number of foundation and endowment trust and agency accounts, managed assets | $516,000 | 16 |
Other Fiduciary Accounts | $11,000 | 53 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $459,000 | 96 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,244,000 | 42 |
Personal Trust and Agency Accounts | $64,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $266,000 | 30 |
Employee Benefit-defined Benefit Accounts | $20,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $709,000 | 19 |
Corporate Trust and Agency Accounts | $349,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $827,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
Other Fiduciary Accounts | $1,000 | 86 |
Memoranda | ||
Custody and Safekeeping Accounts | $133,000 | 139 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $708,000 | 32 |
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 | $4,521,000 | 64 |
Number of Managed Accounts | $2,275,000 | 78 |
Personal Trust and Agency Accounts | $1,072,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 59 |
Employee Benefit-defined Benefit Accounts | $15,000 | 58 |
Number of other employee benefit and retirement-related accounts | $450,000 | 104 |
Corporate Trust and Agency Accounts | $16,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $131,000 | 277 |
Number of foundation and endowment trust and agency accounts, managed assets | $511,000 | 16 |
Other Fiduciary Accounts | $10,000 | 74 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $448,000 | 98 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $2,246,000 | 43 |
Personal Trust and Agency Accounts | $64,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $265,000 | 31 |
Employee Benefit-defined Benefit Accounts | $19,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $711,000 | 21 |
Corporate Trust and Agency Accounts | $352,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $826,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 49 |
Other Fiduciary Accounts | $1,000 | 156 |
Memoranda | ||
Custody and Safekeeping Accounts | $127,000 | 175 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $710,000 | 33 |
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 | $4,604,000 | 57 |
Number of Managed Accounts | $2,344,000 | 76 |
Personal Trust and Agency Accounts | $1,099,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 54 |
Employee Benefit-defined Benefit Accounts | $15,000 | 56 |
Number of other employee benefit and retirement-related accounts | $457,000 | 101 |
Corporate Trust and Agency Accounts | $18,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $140,000 | 250 |
Number of foundation and endowment trust and agency accounts, managed assets | $529,000 | 15 |
Other Fiduciary Accounts | $10,000 | 55 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $455,000 | 95 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,260,000 | 41 |
Personal Trust and Agency Accounts | $66,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $274,000 | 30 |
Employee Benefit-defined Benefit Accounts | $19,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $712,000 | 18 |
Corporate Trust and Agency Accounts | $358,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $822,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 50 |
Other Fiduciary Accounts | $1,000 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $125,000 | 144 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $711,000 | 31 |
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 | $4,565,000 | 58 |
Number of Managed Accounts | $2,312,000 | 77 |
Personal Trust and Agency Accounts | $1,086,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 55 |
Employee Benefit-defined Benefit Accounts | $15,000 | 56 |
Number of other employee benefit and retirement-related accounts | $441,000 | 104 |
Corporate Trust and Agency Accounts | $18,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $141,000 | 247 |
Number of foundation and endowment trust and agency accounts, managed assets | $527,000 | 15 |
Other Fiduciary Accounts | $8,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $439,000 | 96 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,253,000 | 41 |
Personal Trust and Agency Accounts | $66,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $280,000 | 30 |
Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $706,000 | 17 |
Corporate Trust and Agency Accounts | $379,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $794,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 49 |
Other Fiduciary Accounts | $1,000 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $141,000 | 137 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $705,000 | 30 |
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 | $4,613,000 | 59 |
Number of Managed Accounts | $2,297,000 | 79 |
Personal Trust and Agency Accounts | $1,086,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 53 |
Employee Benefit-defined Benefit Accounts | $14,000 | 60 |
Number of other employee benefit and retirement-related accounts | $422,000 | 104 |
Corporate Trust and Agency Accounts | $13,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $143,000 | 247 |
Number of foundation and endowment trust and agency accounts, managed assets | $538,000 | 15 |
Other Fiduciary Accounts | $4,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $420,000 | 95 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,316,000 | 42 |
Personal Trust and Agency Accounts | $74,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $331,000 | 29 |
Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $720,000 | 20 |
Corporate Trust and Agency Accounts | $376,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $788,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 51 |
Other Fiduciary Accounts | $1,000 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $159,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $719,000 | 31 |
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 | $4,666,000 | 59 |
Number of Managed Accounts | $2,320,000 | 77 |
Personal Trust and Agency Accounts | $1,099,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 55 |
Employee Benefit-defined Benefit Accounts | $13,000 | 65 |
Number of other employee benefit and retirement-related accounts | $413,000 | 107 |
Corporate Trust and Agency Accounts | $13,000 | 43 |
Number of managed investment management and investment advisory agency accounts | $139,000 | 274 |
Number of foundation and endowment trust and agency accounts, managed assets | $554,000 | 15 |
Other Fiduciary Accounts | $10,000 | 70 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $411,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $2,346,000 | 42 |
Personal Trust and Agency Accounts | $76,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $334,000 | 28 |
Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $751,000 | 22 |
Corporate Trust and Agency Accounts | $378,000 | 40 |
Number of investment management and advisory agency accounts, non-managed assets | $780,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 55 |
Other Fiduciary Accounts | $1,000 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $150,000 | 162 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $750,000 | 34 |
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 | $4,659,000 | 56 |
Number of Managed Accounts | $2,300,000 | 76 |
Personal Trust and Agency Accounts | $1,101,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 52 |
Employee Benefit-defined Benefit Accounts | $13,000 | 60 |
Number of other employee benefit and retirement-related accounts | $398,000 | 108 |
Corporate Trust and Agency Accounts | $13,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $142,000 | 247 |
Number of foundation and endowment trust and agency accounts, managed assets | $539,000 | 16 |
Other Fiduciary Accounts | $12,000 | 45 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $396,000 | 100 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,359,000 | 40 |
Personal Trust and Agency Accounts | $75,000 | 81 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $351,000 | 27 |
Employee Benefit-defined Benefit Accounts | $18,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $748,000 | 19 |
Corporate Trust and Agency Accounts | $363,000 | 38 |
Number of investment management and advisory agency accounts, non-managed assets | $797,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $1,000 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $143,000 | 133 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $747,000 | 32 |
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 | $4,623,000 | 54 |
Number of Managed Accounts | $2,292,000 | 75 |
Personal Trust and Agency Accounts | $1,113,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 52 |
Employee Benefit-defined Benefit Accounts | $13,000 | 59 |
Number of other employee benefit and retirement-related accounts | $387,000 | 107 |
Corporate Trust and Agency Accounts | $13,000 | 30 |
Number of managed investment management and investment advisory agency accounts | $143,000 | 247 |
Number of foundation and endowment trust and agency accounts, managed assets | $534,000 | 16 |
Other Fiduciary Accounts | $10,000 | 48 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $385,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,331,000 | 39 |
Personal Trust and Agency Accounts | $26,000 | 144 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $364,000 | 27 |
Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $753,000 | 20 |
Corporate Trust and Agency Accounts | $374,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $789,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $1,000 | 91 |
Memoranda | ||
Custody and Safekeeping Accounts | $174,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $752,000 | 31 |
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 | $4,817,000 | 55 |
Number of Managed Accounts | $2,327,000 | 77 |
Personal Trust and Agency Accounts | $1,107,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 55 |
Employee Benefit-defined Benefit Accounts | $12,000 | 62 |
Number of other employee benefit and retirement-related accounts | $384,000 | 108 |
Corporate Trust and Agency Accounts | $13,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $152,000 | 241 |
Number of foundation and endowment trust and agency accounts, managed assets | $565,000 | 16 |
Other Fiduciary Accounts | $13,000 | 42 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $381,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,490,000 | 41 |
Personal Trust and Agency Accounts | $25,000 | 146 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $507,000 | 25 |
Employee Benefit-defined Benefit Accounts | $17,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $775,000 | 22 |
Corporate Trust and Agency Accounts | $380,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $779,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
Other Fiduciary Accounts | $1,000 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $172,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $774,000 | 32 |
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 | $4,802,000 | 55 |
Number of Managed Accounts | $2,274,000 | 78 |
Personal Trust and Agency Accounts | $1,083,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 56 |
Employee Benefit-defined Benefit Accounts | $12,000 | 66 |
Number of other employee benefit and retirement-related accounts | $378,000 | 109 |
Corporate Trust and Agency Accounts | $13,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $143,000 | 260 |
Number of foundation and endowment trust and agency accounts, managed assets | $551,000 | 16 |
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 | $375,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $2,528,000 | 42 |
Personal Trust and Agency Accounts | $25,000 | 258 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $574,000 | 24 |
Employee Benefit-defined Benefit Accounts | $17,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $746,000 | 27 |
Corporate Trust and Agency Accounts | $401,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $758,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 63 |
Other Fiduciary Accounts | $1,000 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $155,000 | 161 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $745,000 | 35 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,772,000 | 55 |
Number of Managed Accounts | $2,260,000 | 80 |
Personal Trust and Agency Accounts | $1,084,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $91,000 | 48 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $370,000 | 101 |
Corporate Trust and Agency Accounts | $14,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $137,000 | 240 |
Number of foundation and endowment trust and agency accounts, managed assets | $542,000 | 15 |
Other Fiduciary Accounts | $11,000 | 46 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $367,000 | 92 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,512,000 | 44 |
Personal Trust and Agency Accounts | $26,000 | 141 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $562,000 | 25 |
Employee Benefit-defined Benefit Accounts | $17,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $742,000 | 22 |
Corporate Trust and Agency Accounts | $405,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $753,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
Other Fiduciary Accounts | $1,000 | 89 |
Memoranda | ||
Custody and Safekeeping Accounts | $150,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $741,000 | 31 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,791,000 | 54 |
Number of Managed Accounts | $2,276,000 | 78 |
Personal Trust and Agency Accounts | $1,120,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 49 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $362,000 | 100 |
Corporate Trust and Agency Accounts | $14,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $126,000 | 250 |
Number of foundation and endowment trust and agency accounts, managed assets | $543,000 | 15 |
Other Fiduciary Accounts | $10,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $359,000 | 92 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,515,000 | 44 |
Personal Trust and Agency Accounts | $27,000 | 139 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $564,000 | 25 |
Employee Benefit-defined Benefit Accounts | $17,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $745,000 | 22 |
Corporate Trust and Agency Accounts | $411,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $744,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
Other Fiduciary Accounts | $1,000 | 93 |
Memoranda | ||
Custody and Safekeeping Accounts | $150,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $744,000 | 32 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,748,000 | 53 |
Number of Managed Accounts | $2,256,000 | 77 |
Personal Trust and Agency Accounts | $1,123,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $89,000 | 47 |
Employee Benefit-defined Benefit Accounts | $11,000 | 69 |
Number of other employee benefit and retirement-related accounts | $348,000 | 103 |
Corporate Trust and Agency Accounts | $16,000 | 30 |
Number of managed investment management and investment advisory agency accounts | $125,000 | 249 |
Number of foundation and endowment trust and agency accounts, managed assets | $535,000 | 15 |
Other Fiduciary Accounts | $9,000 | 52 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $345,000 | 93 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,492,000 | 44 |
Personal Trust and Agency Accounts | $26,000 | 140 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $574,000 | 23 |
Employee Benefit-defined Benefit Accounts | $17,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $725,000 | 24 |
Corporate Trust and Agency Accounts | $421,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $721,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $1,000 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $154,000 | 121 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $724,000 | 33 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,727,000 | 55 |
Number of Managed Accounts | $2,211,000 | 75 |
Personal Trust and Agency Accounts | $1,106,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 45 |
Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
Number of other employee benefit and retirement-related accounts | $336,000 | 111 |
Corporate Trust and Agency Accounts | $13,000 | 51 |
Number of managed investment management and investment advisory agency accounts | $128,000 | 276 |
Number of foundation and endowment trust and agency accounts, managed assets | $513,000 | 14 |
Other Fiduciary Accounts | $12,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $333,000 | 97 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $2,516,000 | 46 |
Personal Trust and Agency Accounts | $25,000 | 258 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $584,000 | 23 |
Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
Number non-managed other employee benefit and retirement-related accounts | $731,000 | 29 |
Corporate Trust and Agency Accounts | $426,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $723,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
Other Fiduciary Accounts | $1,000 | 176 |
Memoranda | ||
Custody and Safekeeping Accounts | $161,000 | 157 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $730,000 | 40 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,710,000 | 53 |
Number of Managed Accounts | $2,191,000 | 76 |
Personal Trust and Agency Accounts | $1,099,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 43 |
Employee Benefit-defined Benefit Accounts | $11,000 | 70 |
Number of other employee benefit and retirement-related accounts | $332,000 | 107 |
Corporate Trust and Agency Accounts | $13,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $121,000 | 245 |
Number of foundation and endowment trust and agency accounts, managed assets | $505,000 | 14 |
Other Fiduciary Accounts | $10,000 | 45 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $329,000 | 96 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,519,000 | 40 |
Personal Trust and Agency Accounts | $23,000 | 137 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $600,000 | 23 |
Employee Benefit-defined Benefit Accounts | $19,000 | 50 |
Number non-managed other employee benefit and retirement-related accounts | $739,000 | 23 |
Corporate Trust and Agency Accounts | $415,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $715,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $165,000 | 120 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $738,000 | 32 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,758,000 | 54 |
Number of Managed Accounts | $2,191,000 | 73 |
Personal Trust and Agency Accounts | $1,114,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $102,000 | 40 |
Employee Benefit-defined Benefit Accounts | $12,000 | 65 |
Number of other employee benefit and retirement-related accounts | $332,000 | 103 |
Corporate Trust and Agency Accounts | $13,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $116,000 | 246 |
Number of foundation and endowment trust and agency accounts, managed assets | $495,000 | 13 |
Other Fiduciary Accounts | $7,000 | 52 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $329,000 | 93 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,567,000 | 40 |
Personal Trust and Agency Accounts | $21,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $605,000 | 23 |
Employee Benefit-defined Benefit Accounts | $19,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $756,000 | 23 |
Corporate Trust and Agency Accounts | $444,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $715,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 59 |
Other Fiduciary Accounts | $1,000 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $174,000 | 124 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $755,000 | 31 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,701,000 | 56 |
Number of Managed Accounts | $2,184,000 | 73 |
Personal Trust and Agency Accounts | $1,109,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $104,000 | 40 |
Employee Benefit-defined Benefit Accounts | $12,000 | 67 |
Number of other employee benefit and retirement-related accounts | $327,000 | 102 |
Corporate Trust and Agency Accounts | $21,000 | 23 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 243 |
Number of foundation and endowment trust and agency accounts, managed assets | $486,000 | 14 |
Other Fiduciary Accounts | $7,000 | 51 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $324,000 | 93 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,517,000 | 42 |
Personal Trust and Agency Accounts | $23,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $612,000 | 24 |
Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
Number non-managed other employee benefit and retirement-related accounts | $747,000 | 22 |
Corporate Trust and Agency Accounts | $417,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $692,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 56 |
Other Fiduciary Accounts | $1,000 | 96 |
Memoranda | ||
Custody and Safekeeping Accounts | $169,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $746,000 | 29 |
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 | $4,797,000 | 55 |
Number of Managed Accounts | $2,204,000 | 73 |
Personal Trust and Agency Accounts | $1,133,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 43 |
Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
Number of other employee benefit and retirement-related accounts | $325,000 | 106 |
Corporate Trust and Agency Accounts | $14,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 284 |
Number of foundation and endowment trust and agency accounts, managed assets | $486,000 | 13 |
Other Fiduciary Accounts | $12,000 | 56 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $322,000 | 95 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $2,593,000 | 42 |
Personal Trust and Agency Accounts | $20,000 | 278 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $617,000 | 25 |
Employee Benefit-defined Benefit Accounts | $33,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $761,000 | 25 |
Corporate Trust and Agency Accounts | $443,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $713,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda | ||
Custody and Safekeeping Accounts | $171,000 | 153 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $760,000 | 34 |
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 | $4,833,000 | 57 |
Number of Managed Accounts | $2,211,000 | 75 |
Personal Trust and Agency Accounts | $1,141,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $104,000 | 39 |
Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
Number of other employee benefit and retirement-related accounts | $331,000 | 104 |
Corporate Trust and Agency Accounts | $13,000 | 30 |
Number of managed investment management and investment advisory agency accounts | $119,000 | 246 |
Number of foundation and endowment trust and agency accounts, managed assets | $482,000 | 12 |
Other Fiduciary Accounts | $9,000 | 51 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $328,000 | 90 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,622,000 | 40 |
Personal Trust and Agency Accounts | $19,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $631,000 | 25 |
Employee Benefit-defined Benefit Accounts | $29,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $764,000 | 21 |
Corporate Trust and Agency Accounts | $452,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $721,000 | 2 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
Other Fiduciary Accounts | $1,000 | 91 |
Memoranda | ||
Custody and Safekeeping Accounts | $172,000 | 121 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $763,000 | 29 |
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 | $4,818,000 | 58 |
Number of Managed Accounts | $2,189,000 | 78 |
Personal Trust and Agency Accounts | $1,151,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $93,000 | 46 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $328,000 | 106 |
Corporate Trust and Agency Accounts | $10,000 | 37 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 249 |
Number of foundation and endowment trust and agency accounts, managed assets | $469,000 | 12 |
Other Fiduciary Accounts | $9,000 | 49 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $325,000 | 93 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,629,000 | 41 |
Personal Trust and Agency Accounts | $20,000 | 149 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $643,000 | 25 |
Employee Benefit-defined Benefit Accounts | $29,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $759,000 | 21 |
Corporate Trust and Agency Accounts | $454,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $717,000 | 2 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 53 |
Other Fiduciary Accounts | $1,000 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $178,000 | 119 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $758,000 | 27 |
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 | $4,831,000 | 58 |
Number of Managed Accounts | $2,236,000 | 74 |
Personal Trust and Agency Accounts | $1,161,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $132,000 | 28 |
Employee Benefit-defined Benefit Accounts | $12,000 | 65 |
Number of other employee benefit and retirement-related accounts | $334,000 | 99 |
Corporate Trust and Agency Accounts | $10,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $119,000 | 250 |
Number of foundation and endowment trust and agency accounts, managed assets | $458,000 | 12 |
Other Fiduciary Accounts | $10,000 | 44 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $330,000 | 88 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,595,000 | 45 |
Personal Trust and Agency Accounts | $19,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $636,000 | 25 |
Employee Benefit-defined Benefit Accounts | $30,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $763,000 | 21 |
Corporate Trust and Agency Accounts | $448,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $692,000 | 2 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $1,000 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $183,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $763,000 | 27 |
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 | $4,797,000 | 59 |
Number of Managed Accounts | $2,249,000 | 73 |
Personal Trust and Agency Accounts | $1,158,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $123,000 | 39 |
Employee Benefit-defined Benefit Accounts | $15,000 | 62 |
Number of other employee benefit and retirement-related accounts | $335,000 | 105 |
Corporate Trust and Agency Accounts | $11,000 | 67 |
Number of managed investment management and investment advisory agency accounts | $528,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 65 |
Other Fiduciary Accounts | $3,000 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $331,000 | 93 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $2,548,000 | 47 |
Personal Trust and Agency Accounts | $21,000 | 297 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $620,000 | 27 |
Employee Benefit-defined Benefit Accounts | $28,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $733,000 | 27 |
Corporate Trust and Agency Accounts | $473,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $666,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 60 |
Other Fiduciary Accounts | $1,000 | 203 |
Memoranda | ||
Custody and Safekeeping Accounts | $189,000 | 146 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $733,000 | 33 |
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 | $4,936,000 | 56 |
Number of Managed Accounts | $2,281,000 | 70 |
Personal Trust and Agency Accounts | $1,178,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $127,000 | 35 |
Employee Benefit-defined Benefit Accounts | $16,000 | 55 |
Number of other employee benefit and retirement-related accounts | $330,000 | 99 |
Corporate Trust and Agency Accounts | $12,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $539,000 | 82 |
Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 64 |
Other Fiduciary Accounts | $3,000 | 71 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $326,000 | 91 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,655,000 | 43 |
Personal Trust and Agency Accounts | $21,000 | 146 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $718,000 | 28 |
Employee Benefit-defined Benefit Accounts | $47,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $765,000 | 22 |
Corporate Trust and Agency Accounts | $432,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $665,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 54 |
Other Fiduciary Accounts | $1,000 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $193,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $765,000 | 28 |
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 | $4,942,000 | 55 |
Number of Managed Accounts | $2,269,000 | 70 |
Personal Trust and Agency Accounts | $1,173,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $128,000 | 34 |
Employee Benefit-defined Benefit Accounts | $19,000 | 47 |
Number of other employee benefit and retirement-related accounts | $322,000 | 98 |
Corporate Trust and Agency Accounts | $13,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $538,000 | 81 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 67 |
Other Fiduciary Accounts | $3,000 | 75 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $318,000 | 88 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,673,000 | 44 |
Personal Trust and Agency Accounts | $24,000 | 137 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $718,000 | 28 |
Employee Benefit-defined Benefit Accounts | $46,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $764,000 | 25 |
Corporate Trust and Agency Accounts | $461,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $653,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $1,000 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $188,000 | 115 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $764,000 | 27 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,868,000 | 55 |
Number of Managed Accounts | $2,235,000 | 69 |
Personal Trust and Agency Accounts | $1,167,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $127,000 | 34 |
Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
Number of other employee benefit and retirement-related accounts | $314,000 | 100 |
Corporate Trust and Agency Accounts | $16,000 | 30 |
Number of managed investment management and investment advisory agency accounts | $517,000 | 84 |
Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 65 |
Other Fiduciary Accounts | $3,000 | 75 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $310,000 | 88 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,633,000 | 44 |
Personal Trust and Agency Accounts | $26,000 | 134 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $712,000 | 29 |
Employee Benefit-defined Benefit Accounts | $45,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $756,000 | 25 |
Corporate Trust and Agency Accounts | $456,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $631,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 59 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $185,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $756,000 | 26 |
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 | $4,229,000 | 73 |
Number of Managed Accounts | $2,093,000 | 78 |
Personal Trust and Agency Accounts | $1,110,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $116,000 | 46 |
Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
Number of other employee benefit and retirement-related accounts | $307,000 | 111 |
Corporate Trust and Agency Accounts | $14,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $535,000 | 81 |
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 | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $294,000 | 94 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $2,136,000 | 50 |
Personal Trust and Agency Accounts | $26,000 | 269 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $526,000 | 32 |
Employee Benefit-defined Benefit Accounts | $14,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $770,000 | 29 |
Corporate Trust and Agency Accounts | $243,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | $557,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $183,000 | 147 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $715,000 | 32 |
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 | $4,260,000 | 71 |
Number of Managed Accounts | $2,661,000 | 64 |
Personal Trust and Agency Accounts | $1,106,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $128,000 | 38 |
Employee Benefit-defined Benefit Accounts | $11,000 | 67 |
Number of other employee benefit and retirement-related accounts | $309,000 | 102 |
Corporate Trust and Agency Accounts | $16,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $1,091,000 | 56 |
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 | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,599,000 | 55 |
Personal Trust and Agency Accounts | $26,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $531,000 | 34 |
Employee Benefit-defined Benefit Accounts | $14,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $777,000 | 22 |
Corporate Trust and Agency Accounts | $251,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $189,000 | 115 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,190,000 | 73 |
Number of Managed Accounts | $2,592,000 | 69 |
Personal Trust and Agency Accounts | $1,107,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $132,000 | 35 |
Employee Benefit-defined Benefit Accounts | $11,000 | 71 |
Number of other employee benefit and retirement-related accounts | $298,000 | 103 |
Corporate Trust and Agency Accounts | $19,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $1,025,000 | 59 |
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 | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,598,000 | 54 |
Personal Trust and Agency Accounts | $23,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $534,000 | 33 |
Employee Benefit-defined Benefit Accounts | $13,000 | 64 |
Number non-managed other employee benefit and retirement-related accounts | $778,000 | 22 |
Corporate Trust and Agency Accounts | $250,000 | 47 |
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 | $227,000 | 112 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,920,000 | 72 |
Number of Managed Accounts | $2,301,000 | 74 |
Personal Trust and Agency Accounts | $1,122,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $131,000 | 36 |
Employee Benefit-defined Benefit Accounts | $11,000 | 75 |
Number of other employee benefit and retirement-related accounts | $293,000 | 101 |
Corporate Trust and Agency Accounts | $26,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $718,000 | 69 |
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 | $1,619,000 | 52 |
Personal Trust and Agency Accounts | $23,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $540,000 | 32 |
Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $783,000 | 21 |
Corporate Trust and Agency Accounts | $260,000 | 45 |
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 | $225,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,852,000 | 81 |
Number of Managed Accounts | $2,307,000 | 76 |
Personal Trust and Agency Accounts | $1,120,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $167,000 | 27 |
Employee Benefit-defined Benefit Accounts | $11,000 | 79 |
Number of other employee benefit and retirement-related accounts | $307,000 | 106 |
Corporate Trust and Agency Accounts | $25,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $677,000 | 74 |
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 | $1,545,000 | 63 |
Personal Trust and Agency Accounts | $23,000 | 317 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $491,000 | 34 |
Employee Benefit-defined Benefit Accounts | $12,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $751,000 | 30 |
Corporate Trust and Agency Accounts | $268,000 | 52 |
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 | $226,000 | 137 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,809,000 | 77 |
Number of Managed Accounts | $2,276,000 | 77 |
Personal Trust and Agency Accounts | $1,118,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $167,000 | 29 |
Employee Benefit-defined Benefit Accounts | $11,000 | 75 |
Number of other employee benefit and retirement-related accounts | $293,000 | 100 |
Corporate Trust and Agency Accounts | $26,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $661,000 | 76 |
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 | $1,533,000 | 58 |
Personal Trust and Agency Accounts | $22,000 | 162 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $485,000 | 34 |
Employee Benefit-defined Benefit Accounts | $11,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $750,000 | 24 |
Corporate Trust and Agency Accounts | $265,000 | 47 |
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 | $259,000 | 101 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,756,000 | 80 |
Number of Managed Accounts | $2,253,000 | 79 |
Personal Trust and Agency Accounts | $1,128,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $170,000 | 30 |
Employee Benefit-defined Benefit Accounts | $11,000 | 74 |
Number of other employee benefit and retirement-related accounts | $285,000 | 102 |
Corporate Trust and Agency Accounts | $26,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $633,000 | 78 |
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 | $1,503,000 | 60 |
Personal Trust and Agency Accounts | $22,000 | 163 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $475,000 | 36 |
Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
Number non-managed other employee benefit and retirement-related accounts | $745,000 | 26 |
Corporate Trust and Agency Accounts | $252,000 | 48 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $260,000 | 104 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,774,000 | 79 |
Number of Managed Accounts | $2,254,000 | 79 |
Personal Trust and Agency Accounts | $1,145,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $168,000 | 28 |
Employee Benefit-defined Benefit Accounts | $12,000 | 68 |
Number of other employee benefit and retirement-related accounts | $285,000 | 101 |
Corporate Trust and Agency Accounts | $26,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $618,000 | 79 |
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 | $1,520,000 | 59 |
Personal Trust and Agency Accounts | $18,000 | 175 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $491,000 | 35 |
Employee Benefit-defined Benefit Accounts | $9,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $738,000 | 25 |
Corporate Trust and Agency Accounts | $264,000 | 48 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $269,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,726,000 | 81 |
Number of Managed Accounts | $2,236,000 | 78 |
Personal Trust and Agency Accounts | $1,138,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $166,000 | 27 |
Employee Benefit-defined Benefit Accounts | $12,000 | 74 |
Number of other employee benefit and retirement-related accounts | $282,000 | 104 |
Corporate Trust and Agency Accounts | $26,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $612,000 | 79 |
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 | $1,490,000 | 65 |
Personal Trust and Agency Accounts | $16,000 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $494,000 | 35 |
Employee Benefit-defined Benefit Accounts | $8,000 | 95 |
Number non-managed other employee benefit and retirement-related accounts | $714,000 | 33 |
Corporate Trust and Agency Accounts | $258,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda | ||
Custody and Safekeeping Accounts | $264,000 | 124 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,776,000 | 74 |
Number of Managed Accounts | $2,213,000 | 73 |
Personal Trust and Agency Accounts | $1,123,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $169,000 | 30 |
Employee Benefit-defined Benefit Accounts | $15,000 | 58 |
Number of other employee benefit and retirement-related accounts | $271,000 | 101 |
Corporate Trust and Agency Accounts | $26,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $609,000 | 76 |
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 | $1,563,000 | 57 |
Personal Trust and Agency Accounts | $17,000 | 175 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $563,000 | 36 |
Employee Benefit-defined Benefit Accounts | $7,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $718,000 | 24 |
Corporate Trust and Agency Accounts | $258,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Custody and Safekeeping Accounts | $247,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,793,000 | 74 |
Number of Managed Accounts | $2,197,000 | 75 |
Personal Trust and Agency Accounts | $1,121,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $175,000 | 29 |
Employee Benefit-defined Benefit Accounts | $19,000 | 54 |
Number of other employee benefit and retirement-related accounts | $271,000 | 99 |
Corporate Trust and Agency Accounts | $26,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $585,000 | 77 |
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 | $1,596,000 | 54 |
Personal Trust and Agency Accounts | $16,000 | 187 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $565,000 | 36 |
Employee Benefit-defined Benefit Accounts | $7,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $735,000 | 22 |
Corporate Trust and Agency Accounts | $273,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Custody and Safekeeping Accounts | $255,000 | 108 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,756,000 | 72 |
Number of Managed Accounts | $2,182,000 | 74 |
Personal Trust and Agency Accounts | $1,134,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $173,000 | 32 |
Employee Benefit-defined Benefit Accounts | $17,000 | 55 |
Number of other employee benefit and retirement-related accounts | $265,000 | 97 |
Corporate Trust and Agency Accounts | $26,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $567,000 | 78 |
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 | $1,574,000 | 54 |
Personal Trust and Agency Accounts | $19,000 | 173 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $552,000 | 38 |
Employee Benefit-defined Benefit Accounts | $6,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $734,000 | 23 |
Corporate Trust and Agency Accounts | $263,000 | 45 |
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 | $257,000 | 106 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,780,000 | 76 |
Number of Managed Accounts | $2,190,000 | 73 |
Personal Trust and Agency Accounts | $1,161,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $165,000 | 34 |
Employee Benefit-defined Benefit Accounts | $17,000 | 64 |
Number of other employee benefit and retirement-related accounts | $271,000 | 101 |
Corporate Trust and Agency Accounts | $26,000 | 59 |
Number of managed investment management and investment advisory agency accounts | $550,000 | 78 |
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 | $1,590,000 | 60 |
Personal Trust and Agency Accounts | $24,000 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $578,000 | 38 |
Employee Benefit-defined Benefit Accounts | $6,000 | 104 |
Number non-managed other employee benefit and retirement-related accounts | $720,000 | 34 |
Corporate Trust and Agency Accounts | $262,000 | 47 |
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 | $250,000 | 131 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,789,000 | 78 |
Number of Managed Accounts | $2,170,000 | 78 |
Personal Trust and Agency Accounts | $1,132,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $168,000 | 34 |
Employee Benefit-defined Benefit Accounts | $16,000 | 68 |
Number of other employee benefit and retirement-related accounts | $273,000 | 97 |
Corporate Trust and Agency Accounts | $29,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $552,000 | 81 |
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 | $1,619,000 | 59 |
Personal Trust and Agency Accounts | $28,000 | 154 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $583,000 | 38 |
Employee Benefit-defined Benefit Accounts | $7,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $738,000 | 22 |
Corporate Trust and Agency Accounts | $263,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $267,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,803,000 | 80 |
Number of Managed Accounts | $2,178,000 | 81 |
Personal Trust and Agency Accounts | $1,136,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $173,000 | 33 |
Employee Benefit-defined Benefit Accounts | $16,000 | 70 |
Number of other employee benefit and retirement-related accounts | $273,000 | 97 |
Corporate Trust and Agency Accounts | $30,000 | 36 |
Number of managed investment management and investment advisory agency accounts | $550,000 | 83 |
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 | $1,625,000 | 58 |
Personal Trust and Agency Accounts | $30,000 | 155 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $553,000 | 37 |
Employee Benefit-defined Benefit Accounts | $5,000 | 109 |
Number non-managed other employee benefit and retirement-related accounts | $756,000 | 21 |
Corporate Trust and Agency Accounts | $281,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $276,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,818,000 | 77 |
Number of Managed Accounts | $2,188,000 | 81 |
Personal Trust and Agency Accounts | $1,163,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $162,000 | 37 |
Employee Benefit-defined Benefit Accounts | $15,000 | 75 |
Number of other employee benefit and retirement-related accounts | $272,000 | 96 |
Corporate Trust and Agency Accounts | $30,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $546,000 | 83 |
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 | $1,630,000 | 57 |
Personal Trust and Agency Accounts | $34,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $548,000 | 38 |
Employee Benefit-defined Benefit Accounts | $5,000 | 105 |
Number non-managed other employee benefit and retirement-related accounts | $763,000 | 22 |
Corporate Trust and Agency Accounts | $280,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $270,000 | 106 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,783,000 | 87 |
Number of Managed Accounts | $2,155,000 | 83 |
Personal Trust and Agency Accounts | $1,164,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $160,000 | 42 |
Employee Benefit-defined Benefit Accounts | $14,000 | 84 |
Number of other employee benefit and retirement-related accounts | $270,000 | 97 |
Corporate Trust and Agency Accounts | $30,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $517,000 | 84 |
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 | $1,628,000 | 63 |
Personal Trust and Agency Accounts | $34,000 | 270 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $570,000 | 38 |
Employee Benefit-defined Benefit Accounts | $5,000 | 126 |
Number non-managed other employee benefit and retirement-related accounts | $737,000 | 31 |
Corporate Trust and Agency Accounts | $282,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda | ||
Custody and Safekeeping Accounts | $265,000 | 131 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,784,000 | 82 |
Number of Managed Accounts | $2,170,000 | 81 |
Personal Trust and Agency Accounts | $1,180,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $164,000 | 41 |
Employee Benefit-defined Benefit Accounts | $13,000 | 80 |
Number of other employee benefit and retirement-related accounts | $275,000 | 86 |
Corporate Trust and Agency Accounts | $29,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $509,000 | 85 |
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 | $1,614,000 | 54 |
Personal Trust and Agency Accounts | $34,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $592,000 | 37 |
Employee Benefit-defined Benefit Accounts | $5,000 | 103 |
Number non-managed other employee benefit and retirement-related accounts | $704,000 | 23 |
Corporate Trust and Agency Accounts | $279,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $273,000 | 105 |
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 | $3,741,000 | 80 |
Number of Managed Accounts | $2,136,000 | 79 |
Personal Trust and Agency Accounts | $1,174,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $146,000 | 43 |
Employee Benefit-defined Benefit Accounts | $13,000 | 81 |
Number of other employee benefit and retirement-related accounts | $267,000 | 87 |
Corporate Trust and Agency Accounts | $30,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $506,000 | 83 |
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 | $1,605,000 | 53 |
Personal Trust and Agency Accounts | $31,000 | 149 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $587,000 | 37 |
Employee Benefit-defined Benefit Accounts | $5,000 | 101 |
Number non-managed other employee benefit and retirement-related accounts | $701,000 | 25 |
Corporate Trust and Agency Accounts | $281,000 | 48 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $283,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,781,000 | 82 |
Number of Managed Accounts | $2,149,000 | 82 |
Personal Trust and Agency Accounts | $1,185,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $151,000 | 48 |
Employee Benefit-defined Benefit Accounts | $14,000 | 79 |
Number of other employee benefit and retirement-related accounts | $269,000 | 89 |
Corporate Trust and Agency Accounts | $31,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $499,000 | 83 |
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 | $1,632,000 | 58 |
Personal Trust and Agency Accounts | $31,000 | 150 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $592,000 | 38 |
Employee Benefit-defined Benefit Accounts | $5,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $718,000 | 23 |
Corporate Trust and Agency Accounts | $286,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $289,000 | 106 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,750,000 | 89 |
Number of Managed Accounts | $2,115,000 | 86 |
Personal Trust and Agency Accounts | $1,195,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $139,000 | 51 |
Employee Benefit-defined Benefit Accounts | $8,000 | 117 |
Number of other employee benefit and retirement-related accounts | $261,000 | 95 |
Corporate Trust and Agency Accounts | $31,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $481,000 | 86 |
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 | $1,635,000 | 66 |
Personal Trust and Agency Accounts | $27,000 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $585,000 | 40 |
Employee Benefit-defined Benefit Accounts | $10,000 | 108 |
Number non-managed other employee benefit and retirement-related accounts | $721,000 | 34 |
Corporate Trust and Agency Accounts | $292,000 | 50 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda | ||
Custody and Safekeeping Accounts | $296,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,778,000 | 83 |
Number of Managed Accounts | $2,111,000 | 82 |
Personal Trust and Agency Accounts | $1,202,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $146,000 | 49 |
Employee Benefit-defined Benefit Accounts | $8,000 | 104 |
Number of other employee benefit and retirement-related accounts | $247,000 | 94 |
Corporate Trust and Agency Accounts | $31,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $477,000 | 82 |
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 | $1,667,000 | 59 |
Personal Trust and Agency Accounts | $28,000 | 163 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $574,000 | 41 |
Employee Benefit-defined Benefit Accounts | $10,000 | 89 |
Number non-managed other employee benefit and retirement-related accounts | $748,000 | 26 |
Corporate Trust and Agency Accounts | $307,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Custody and Safekeeping Accounts | $302,000 | 110 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,816,000 | 80 |
Number of Managed Accounts | $2,098,000 | 84 |
Personal Trust and Agency Accounts | $1,192,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $148,000 | 47 |
Employee Benefit-defined Benefit Accounts | $8,000 | 103 |
Number of other employee benefit and retirement-related accounts | $243,000 | 94 |
Corporate Trust and Agency Accounts | $33,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $474,000 | 82 |
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 | $1,718,000 | 62 |
Personal Trust and Agency Accounts | $28,000 | 170 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $587,000 | 41 |
Employee Benefit-defined Benefit Accounts | $10,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $765,000 | 27 |
Corporate Trust and Agency Accounts | $328,000 | 48 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Custody and Safekeeping Accounts | $319,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,709,000 | 82 |
Number of Managed Accounts | $2,084,000 | 83 |
Personal Trust and Agency Accounts | $1,200,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 50 |
Employee Benefit-defined Benefit Accounts | $9,000 | 98 |
Number of other employee benefit and retirement-related accounts | $234,000 | 98 |
Corporate Trust and Agency Accounts | $33,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $459,000 | 84 |
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 | $1,625,000 | 63 |
Personal Trust and Agency Accounts | $29,000 | 167 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $470,000 | 50 |
Employee Benefit-defined Benefit Accounts | $10,000 | 92 |
Number non-managed other employee benefit and retirement-related accounts | $767,000 | 27 |
Corporate Trust and Agency Accounts | $349,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $323,000 | 98 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,840,000 | 87 |
Number of Managed Accounts | $2,064,000 | 93 |
Personal Trust and Agency Accounts | $1,197,000 | 84 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $164,000 | 47 |
Employee Benefit-defined Benefit Accounts | $8,000 | 120 |
Number of other employee benefit and retirement-related accounts | $226,000 | 102 |
Corporate Trust and Agency Accounts | $33,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $436,000 | 90 |
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 | $1,776,000 | 65 |
Personal Trust and Agency Accounts | $29,000 | 323 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $600,000 | 47 |
Employee Benefit-defined Benefit Accounts | $10,000 | 110 |
Number non-managed other employee benefit and retirement-related accounts | $776,000 | 39 |
Corporate Trust and Agency Accounts | $361,000 | 52 |
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 | $339,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,759,000 | 86 |
Number of Managed Accounts | $2,072,000 | 90 |
Personal Trust and Agency Accounts | $1,199,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $170,000 | 48 |
Employee Benefit-defined Benefit Accounts | $8,000 | 110 |
Number of other employee benefit and retirement-related accounts | $225,000 | 94 |
Corporate Trust and Agency Accounts | $34,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $436,000 | 88 |
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 | $1,687,000 | 69 |
Personal Trust and Agency Accounts | $23,000 | 196 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $520,000 | 57 |
Employee Benefit-defined Benefit Accounts | $9,000 | 109 |
Number non-managed other employee benefit and retirement-related accounts | $781,000 | 30 |
Corporate Trust and Agency Accounts | $354,000 | 56 |
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 | $349,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,766,000 | 86 |
Number of Managed Accounts | $2,081,000 | 90 |
Personal Trust and Agency Accounts | $1,202,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $168,000 | 52 |
Employee Benefit-defined Benefit Accounts | $7,000 | 123 |
Number of other employee benefit and retirement-related accounts | $226,000 | 93 |
Corporate Trust and Agency Accounts | $34,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $444,000 | 87 |
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 | $1,685,000 | 71 |
Personal Trust and Agency Accounts | $23,000 | 200 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $526,000 | 55 |
Employee Benefit-defined Benefit Accounts | $5,000 | 126 |
Number non-managed other employee benefit and retirement-related accounts | $768,000 | 32 |
Corporate Trust and Agency Accounts | $363,000 | 57 |
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 | $358,000 | 98 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,793,000 | 87 |
Number of Managed Accounts | $2,095,000 | 93 |
Personal Trust and Agency Accounts | $1,211,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $166,000 | 61 |
Employee Benefit-defined Benefit Accounts | $7,000 | 127 |
Number of other employee benefit and retirement-related accounts | $229,000 | 93 |
Corporate Trust and Agency Accounts | $34,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $448,000 | 87 |
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 | $1,698,000 | 71 |
Personal Trust and Agency Accounts | $23,000 | 203 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $520,000 | 56 |
Employee Benefit-defined Benefit Accounts | $6,000 | 123 |
Number non-managed other employee benefit and retirement-related accounts | $774,000 | 35 |
Corporate Trust and Agency Accounts | $375,000 | 61 |
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 | $365,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,798,000 | 90 |
Number of Managed Accounts | $2,091,000 | 97 |
Personal Trust and Agency Accounts | $1,207,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $168,000 | 65 |
Employee Benefit-defined Benefit Accounts | $7,000 | 140 |
Number of other employee benefit and retirement-related accounts | $224,000 | 107 |
Corporate Trust and Agency Accounts | $39,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $446,000 | 91 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,707,000 | 74 |
Personal Trust and Agency Accounts | $24,000 | 373 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $503,000 | 60 |
Employee Benefit-defined Benefit Accounts | $6,000 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $800,000 | 39 |
Corporate Trust and Agency Accounts | $374,000 | 59 |
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 | $363,000 | 120 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,862,000 | 83 |
Number of Managed Accounts | $2,294,000 | 82 |
Personal Trust and Agency Accounts | $1,365,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $177,000 | 77 |
Employee Benefit-defined Benefit Accounts | $7,000 | 135 |
Number of other employee benefit and retirement-related accounts | $247,000 | 95 |
Corporate Trust and Agency Accounts | $47,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $451,000 | 81 |
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 | $1,568,000 | 72 |
Personal Trust and Agency Accounts | $35,000 | 269 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $500,000 | 47 |
Employee Benefit-defined Benefit Accounts | $7,000 | 130 |
Number non-managed other employee benefit and retirement-related accounts | $634,000 | 46 |
Corporate Trust and Agency Accounts | $392,000 | 60 |
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 | $678,000 | 64 |
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 |