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 | $21,135,000 | 28 |
Number of Managed Accounts | $9,474,000 | 28 |
Personal Trust and Agency Accounts | $1,367,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 289 |
Employee Benefit-defined Benefit Accounts | $0 | 172 |
Number of other employee benefit and retirement-related accounts | $227,000 | 245 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $7,567,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $225,000 | 39 |
Other Fiduciary Accounts | $88,000 | 16 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,106,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $227,000 | 204 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,661,000 | 19 |
Personal Trust and Agency Accounts | $3,731,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 260 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 231 |
Corporate Trust and Agency Accounts | $1,850,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 33 |
Other Fiduciary Accounts | $6,043,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $271,657,000 | 13 |
Fiduciary Accounts Held in Foreign Offices | $260,500,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $457,000 | 73 |
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 | $21,216,000 | 28 |
Number of Managed Accounts | $9,295,000 | 27 |
Personal Trust and Agency Accounts | $1,365,000 | 51 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 412 |
Employee Benefit-defined Benefit Accounts | $0 | 229 |
Number of other employee benefit and retirement-related accounts | $209,000 | 282 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $7,412,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $224,000 | 39 |
Other Fiduciary Accounts | $85,000 | 16 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,123,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $209,000 | 242 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $11,921,000 | 19 |
Personal Trust and Agency Accounts | $3,764,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 439 |
Corporate Trust and Agency Accounts | $1,943,000 | 50 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 127 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 36 |
Other Fiduciary Accounts | $6,144,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $274,764,000 | 13 |
Fiduciary Accounts Held in Foreign Offices | $262,075,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $441,000 | 77 |
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 | $21,195,000 | 27 |
Number of Managed Accounts | $9,152,000 | 28 |
Personal Trust and Agency Accounts | $1,392,000 | 51 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number of other employee benefit and retirement-related accounts | $202,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $7,248,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 37 |
Other Fiduciary Accounts | $87,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,054,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $202,000 | 204 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,043,000 | 18 |
Personal Trust and Agency Accounts | $3,821,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 95 |
Employee Benefit-defined Benefit Accounts | $0 | 158 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 224 |
Corporate Trust and Agency Accounts | $1,949,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 105 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 35 |
Other Fiduciary Accounts | $6,203,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $282,571,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | $268,692,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $427,000 | 67 |
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 | $21,118,000 | 26 |
Number of Managed Accounts | $9,163,000 | 27 |
Personal Trust and Agency Accounts | $1,416,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $196,000 | 268 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $7,245,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $222,000 | 38 |
Other Fiduciary Accounts | $84,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,111,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $196,000 | 230 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,955,000 | 18 |
Personal Trust and Agency Accounts | $3,871,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 103 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 298 |
Corporate Trust and Agency Accounts | $1,905,000 | 50 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 104 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
Other Fiduciary Accounts | $6,105,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $287,583,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $270,016,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $412,000 | 75 |
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 | $20,584,000 | 30 |
Number of Managed Accounts | $8,937,000 | 30 |
Personal Trust and Agency Accounts | $1,438,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 248 |
Employee Benefit-defined Benefit Accounts | $0 | 171 |
Number of other employee benefit and retirement-related accounts | $189,000 | 217 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $6,992,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $226,000 | 39 |
Other Fiduciary Accounts | $92,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,018,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $188,000 | 214 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,647,000 | 20 |
Personal Trust and Agency Accounts | $3,929,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 227 |
Corporate Trust and Agency Accounts | $1,895,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 31 |
Other Fiduciary Accounts | $5,747,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $286,408,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $268,775,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $394,000 | 37 |
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 | $20,253,000 | 30 |
Number of Managed Accounts | $8,757,000 | 31 |
Personal Trust and Agency Accounts | $1,403,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 390 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $183,000 | 267 |
Corporate Trust and Agency Accounts | $1,000 | 115 |
Number of managed investment management and investment advisory agency accounts | $6,850,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 40 |
Other Fiduciary Accounts | $99,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,996,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $183,000 | 259 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $11,496,000 | 21 |
Personal Trust and Agency Accounts | $3,951,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 110 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 429 |
Corporate Trust and Agency Accounts | $1,877,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 106 |
Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 31 |
Other Fiduciary Accounts | $5,601,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $287,211,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | $268,959,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $391,000 | 49 |
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 | $21,106,000 | 30 |
Number of Managed Accounts | $9,823,000 | 29 |
Personal Trust and Agency Accounts | $1,413,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 260 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number of other employee benefit and retirement-related accounts | $183,000 | 223 |
Corporate Trust and Agency Accounts | $1,000 | 58 |
Number of managed investment management and investment advisory agency accounts | $7,894,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 40 |
Other Fiduciary Accounts | $109,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,039,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $183,000 | 219 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,283,000 | 21 |
Personal Trust and Agency Accounts | $3,969,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 104 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 244 |
Corporate Trust and Agency Accounts | $1,819,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 121 |
Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 33 |
Other Fiduciary Accounts | $5,437,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $284,063,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | $265,873,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $385,000 | 41 |
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 | $21,017,000 | 28 |
Number of Managed Accounts | $9,752,000 | 28 |
Personal Trust and Agency Accounts | $1,377,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 285 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number of other employee benefit and retirement-related accounts | $181,000 | 241 |
Corporate Trust and Agency Accounts | $1,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $7,882,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $220,000 | 33 |
Other Fiduciary Accounts | $91,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,060,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $181,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,265,000 | 18 |
Personal Trust and Agency Accounts | $4,046,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 260 |
Corporate Trust and Agency Accounts | $1,814,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 124 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 32 |
Other Fiduciary Accounts | $5,347,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $277,148,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $259,425,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $380,000 | 38 |
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 | $21,748,000 | 27 |
Number of Managed Accounts | $9,245,000 | 28 |
Personal Trust and Agency Accounts | $1,392,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 250 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $169,000 | 220 |
Corporate Trust and Agency Accounts | $1,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $7,377,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $217,000 | 35 |
Other Fiduciary Accounts | $89,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,043,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $169,000 | 217 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,503,000 | 18 |
Personal Trust and Agency Accounts | $4,014,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
Employee Benefit-defined Benefit Accounts | $0 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 234 |
Corporate Trust and Agency Accounts | $1,784,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 102 |
Number (#) individual retirement, health savings, and other similar accounts | $13,000 | 29 |
Other Fiduciary Accounts | $6,647,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $277,781,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $262,849,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $365,000 | 38 |
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 | $21,363,000 | 26 |
Number of Managed Accounts | $9,598,000 | 25 |
Personal Trust and Agency Accounts | $1,382,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 389 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $169,000 | 268 |
Corporate Trust and Agency Accounts | $1,000 | 112 |
Number of managed investment management and investment advisory agency accounts | $7,768,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $190,000 | 40 |
Other Fiduciary Accounts | $88,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,006,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $169,000 | 262 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $11,765,000 | 17 |
Personal Trust and Agency Accounts | $4,143,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 103 |
Employee Benefit-defined Benefit Accounts | $0 | 144 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 394 |
Corporate Trust and Agency Accounts | $1,824,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 123 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $5,747,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $277,764,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $262,246,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $369,000 | 47 |
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 | $22,166,000 | 26 |
Number of Managed Accounts | $9,732,000 | 25 |
Personal Trust and Agency Accounts | $1,384,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $156,000 | 223 |
Corporate Trust and Agency Accounts | $1,000 | 57 |
Number of managed investment management and investment advisory agency accounts | $7,917,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $189,000 | 40 |
Other Fiduciary Accounts | $85,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,187,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $156,000 | 221 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,434,000 | 18 |
Personal Trust and Agency Accounts | $4,136,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
Employee Benefit-defined Benefit Accounts | $0 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 213 |
Corporate Trust and Agency Accounts | $1,808,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 92 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
Other Fiduciary Accounts | $6,439,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $273,244,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $259,137,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $364,000 | 37 |
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 | $23,040,000 | 26 |
Number of Managed Accounts | $9,562,000 | 25 |
Personal Trust and Agency Accounts | $1,366,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $0 | 191 |
Number of other employee benefit and retirement-related accounts | $148,000 | 257 |
Corporate Trust and Agency Accounts | $1,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $7,770,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $191,000 | 40 |
Other Fiduciary Accounts | $86,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,108,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $148,000 | 253 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,478,000 | 19 |
Personal Trust and Agency Accounts | $4,143,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 102 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 247 |
Corporate Trust and Agency Accounts | $1,750,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 114 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
Other Fiduciary Accounts | $7,536,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $269,051,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $256,471,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $358,000 | 42 |
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 | $25,631,000 | 26 |
Number of Managed Accounts | $9,136,000 | 26 |
Personal Trust and Agency Accounts | $1,370,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number of other employee benefit and retirement-related accounts | $128,000 | 238 |
Corporate Trust and Agency Accounts | $1,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $7,357,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $193,000 | 39 |
Other Fiduciary Accounts | $87,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,872,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $128,000 | 237 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,495,000 | 18 |
Personal Trust and Agency Accounts | $4,232,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 102 |
Employee Benefit-defined Benefit Accounts | $0 | 120 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 218 |
Corporate Trust and Agency Accounts | $1,702,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 96 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
Other Fiduciary Accounts | $10,511,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $260,748,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $251,703,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $354,000 | 41 |
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 | $28,572,000 | 25 |
Number of Managed Accounts | $8,437,000 | 28 |
Personal Trust and Agency Accounts | $1,386,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 401 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $108,000 | 318 |
Corporate Trust and Agency Accounts | $1,000 | 111 |
Number of managed investment management and investment advisory agency accounts | $6,658,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $197,000 | 39 |
Other Fiduciary Accounts | $87,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,380,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 309 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $20,135,000 | 16 |
Personal Trust and Agency Accounts | $4,249,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 109 |
Employee Benefit-defined Benefit Accounts | $0 | 150 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 437 |
Corporate Trust and Agency Accounts | $1,645,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 155 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
Other Fiduciary Accounts | $14,193,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $260,442,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $255,549,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $349,000 | 54 |
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 | $32,234,000 | 22 |
Number of Managed Accounts | $8,073,000 | 30 |
Personal Trust and Agency Accounts | $1,398,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 256 |
Employee Benefit-defined Benefit Accounts | $0 | 178 |
Number of other employee benefit and retirement-related accounts | $94,000 | 253 |
Corporate Trust and Agency Accounts | $1,000 | 59 |
Number of managed investment management and investment advisory agency accounts | $6,296,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 38 |
Other Fiduciary Accounts | $88,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,144,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 249 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,161,000 | 14 |
Personal Trust and Agency Accounts | $4,248,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 105 |
Employee Benefit-defined Benefit Accounts | $0 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 230 |
Corporate Trust and Agency Accounts | $1,626,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 93 |
Other Fiduciary Accounts | $18,237,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $252,829,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $252,539,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $349,000 | 41 |
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 | $33,291,000 | 22 |
Number of Managed Accounts | $7,868,000 | 30 |
Personal Trust and Agency Accounts | $1,393,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $92,000 | 289 |
Corporate Trust and Agency Accounts | $1,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $6,101,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 38 |
Other Fiduciary Accounts | $85,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,062,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $92,000 | 282 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,423,000 | 14 |
Personal Trust and Agency Accounts | $4,286,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 109 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 265 |
Corporate Trust and Agency Accounts | $1,580,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 102 |
Other Fiduciary Accounts | $19,509,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $248,887,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $250,117,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $345,000 | 47 |
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 | $33,159,000 | 22 |
Number of Managed Accounts | $7,873,000 | 29 |
Personal Trust and Agency Accounts | $1,392,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number of other employee benefit and retirement-related accounts | $96,000 | 251 |
Corporate Trust and Agency Accounts | $1,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $6,101,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 37 |
Other Fiduciary Accounts | $87,000 | 12 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,093,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 244 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,286,000 | 14 |
Personal Trust and Agency Accounts | $4,376,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 104 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 234 |
Corporate Trust and Agency Accounts | $1,555,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 99 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 95 |
Other Fiduciary Accounts | $19,307,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $241,166,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $242,137,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $347,000 | 46 |
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 | $34,357,000 | 22 |
Number of Managed Accounts | $7,845,000 | 31 |
Personal Trust and Agency Accounts | $1,405,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 411 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $94,000 | 336 |
Corporate Trust and Agency Accounts | $1,000 | 113 |
Number of managed investment management and investment advisory agency accounts | $6,059,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $198,000 | 38 |
Other Fiduciary Accounts | $88,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,014,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 320 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $26,512,000 | 14 |
Personal Trust and Agency Accounts | $4,406,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 117 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 452 |
Corporate Trust and Agency Accounts | $1,689,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 151 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
Other Fiduciary Accounts | $20,370,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $237,678,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $239,185,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $334,000 | 55 |
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 | $34,620,000 | 21 |
Number of Managed Accounts | $7,577,000 | 31 |
Personal Trust and Agency Accounts | $1,437,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 259 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $88,000 | 258 |
Corporate Trust and Agency Accounts | $2,000 | 52 |
Number of managed investment management and investment advisory agency accounts | $5,762,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $199,000 | 37 |
Other Fiduciary Accounts | $89,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,896,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $88,000 | 253 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,043,000 | 13 |
Personal Trust and Agency Accounts | $4,395,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 107 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 248 |
Corporate Trust and Agency Accounts | $1,465,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $57,000 | 39 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
Other Fiduciary Accounts | $21,086,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $234,054,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $237,550,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $336,000 | 43 |
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 | $35,961,000 | 20 |
Number of Managed Accounts | $7,534,000 | 31 |
Personal Trust and Agency Accounts | $1,496,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $59,000 | 307 |
Corporate Trust and Agency Accounts | $2,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $5,694,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $197,000 | 38 |
Other Fiduciary Accounts | $86,000 | 16 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,846,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $59,000 | 300 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,427,000 | 12 |
Personal Trust and Agency Accounts | $4,454,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 112 |
Employee Benefit-defined Benefit Accounts | $0 | 133 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 268 |
Corporate Trust and Agency Accounts | $1,463,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 116 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
Other Fiduciary Accounts | $22,462,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $231,400,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $236,825,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $317,000 | 50 |
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 | $36,483,000 | 19 |
Number of Managed Accounts | $7,553,000 | 31 |
Personal Trust and Agency Accounts | $1,504,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 282 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $80,000 | 291 |
Corporate Trust and Agency Accounts | $2,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $5,669,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $199,000 | 39 |
Other Fiduciary Accounts | $99,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,927,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $80,000 | 287 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,930,000 | 12 |
Personal Trust and Agency Accounts | $4,583,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 113 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 267 |
Corporate Trust and Agency Accounts | $1,484,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 121 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
Other Fiduciary Accounts | $22,816,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $234,247,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $240,599,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $307,000 | 50 |
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 | $34,170,000 | 20 |
Number of Managed Accounts | $7,689,000 | 31 |
Personal Trust and Agency Accounts | $1,497,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 425 |
Employee Benefit-defined Benefit Accounts | $0 | 267 |
Number of other employee benefit and retirement-related accounts | $84,000 | 351 |
Corporate Trust and Agency Accounts | $2,000 | 95 |
Number of managed investment management and investment advisory agency accounts | $5,817,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $200,000 | 40 |
Other Fiduciary Accounts | $89,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,923,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $84,000 | 337 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $26,481,000 | 11 |
Personal Trust and Agency Accounts | $4,771,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 115 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 467 |
Corporate Trust and Agency Accounts | $1,499,000 | 24 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 159 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
Other Fiduciary Accounts | $20,162,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $227,861,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $231,983,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $292,000 | 63 |
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 | $27,389,000 | 23 |
Number of Managed Accounts | $7,431,000 | 31 |
Personal Trust and Agency Accounts | $1,509,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 287 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number of other employee benefit and retirement-related accounts | $83,000 | 288 |
Corporate Trust and Agency Accounts | $2,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $5,543,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $201,000 | 39 |
Other Fiduciary Accounts | $93,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,683,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $83,000 | 282 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,958,000 | 15 |
Personal Trust and Agency Accounts | $4,304,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 113 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 276 |
Corporate Trust and Agency Accounts | $1,595,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 122 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 105 |
Other Fiduciary Accounts | $14,012,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $213,759,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $212,477,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $292,000 | 54 |
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 | $29,440,000 | 22 |
Number of Managed Accounts | $7,493,000 | 31 |
Personal Trust and Agency Accounts | $1,517,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $85,000 | 286 |
Corporate Trust and Agency Accounts | $2,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $5,591,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | $206,000 | 37 |
Other Fiduciary Accounts | $92,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,748,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $85,000 | 282 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,947,000 | 13 |
Personal Trust and Agency Accounts | $4,381,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 111 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 270 |
Corporate Trust and Agency Accounts | $3,455,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 124 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
Other Fiduciary Accounts | $14,064,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $217,197,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $218,124,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $285,000 | 55 |
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 | $27,734,000 | 23 |
Number of Managed Accounts | $7,553,000 | 31 |
Personal Trust and Agency Accounts | $1,567,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $0 | 204 |
Number of other employee benefit and retirement-related accounts | $90,000 | 282 |
Corporate Trust and Agency Accounts | $2,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $5,600,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $208,000 | 36 |
Other Fiduciary Accounts | $86,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,722,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $90,000 | 275 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $20,181,000 | 15 |
Personal Trust and Agency Accounts | $4,419,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 111 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 272 |
Corporate Trust and Agency Accounts | $3,417,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 115 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 90 |
Other Fiduciary Accounts | $12,295,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $211,689,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $213,687,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $342,000 | 49 |
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 | $27,776,000 | 23 |
Number of Managed Accounts | $7,375,000 | 33 |
Personal Trust and Agency Accounts | $1,581,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 440 |
Employee Benefit-defined Benefit Accounts | $0 | 275 |
Number of other employee benefit and retirement-related accounts | $94,000 | 328 |
Corporate Trust and Agency Accounts | $2,000 | 101 |
Number of managed investment management and investment advisory agency accounts | $5,403,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $209,000 | 36 |
Other Fiduciary Accounts | $86,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,548,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 314 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $20,401,000 | 15 |
Personal Trust and Agency Accounts | $4,559,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 114 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 487 |
Corporate Trust and Agency Accounts | $3,380,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 126 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 101 |
Other Fiduciary Accounts | $12,408,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $213,006,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $214,884,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $309,000 | 62 |
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 | $31,471,000 | 21 |
Number of Managed Accounts | $7,232,000 | 33 |
Personal Trust and Agency Accounts | $1,609,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 206 |
Number of other employee benefit and retirement-related accounts | $95,000 | 275 |
Corporate Trust and Agency Accounts | $2,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $5,227,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $212,000 | 35 |
Other Fiduciary Accounts | $87,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,419,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $95,000 | 268 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,239,000 | 14 |
Personal Trust and Agency Accounts | $4,727,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,000 | 139 |
Employee Benefit-defined Benefit Accounts | $0 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 258 |
Corporate Trust and Agency Accounts | $3,398,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 88 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
Other Fiduciary Accounts | $16,068,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $211,682,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $217,471,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $314,000 | 51 |
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 | $36,489,000 | 20 |
Number of Managed Accounts | $8,229,000 | 30 |
Personal Trust and Agency Accounts | $1,623,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $97,000 | 274 |
Corporate Trust and Agency Accounts | $2,000 | 59 |
Number of managed investment management and investment advisory agency accounts | $6,208,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $210,000 | 36 |
Other Fiduciary Accounts | $89,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,310,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $97,000 | 265 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,260,000 | 12 |
Personal Trust and Agency Accounts | $5,736,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $22,000 | 144 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 257 |
Corporate Trust and Agency Accounts | $3,449,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 93 |
Other Fiduciary Accounts | $19,030,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $218,760,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $228,854,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $312,000 | 51 |
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 | $34,973,000 | 20 |
Number of Managed Accounts | $7,033,000 | 33 |
Personal Trust and Agency Accounts | $1,703,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 208 |
Number of other employee benefit and retirement-related accounts | $99,000 | 272 |
Corporate Trust and Agency Accounts | $13,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $4,913,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $212,000 | 35 |
Other Fiduciary Accounts | $93,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,082,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $99,000 | 265 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,940,000 | 12 |
Personal Trust and Agency Accounts | $3,947,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $22,000 | 141 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 269 |
Corporate Trust and Agency Accounts | $3,402,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 94 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
Other Fiduciary Accounts | $20,551,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $217,180,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $226,956,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $314,000 | 51 |
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 | $38,160,000 | 19 |
Number of Managed Accounts | $8,408,000 | 29 |
Personal Trust and Agency Accounts | $1,698,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 456 |
Employee Benefit-defined Benefit Accounts | $0 | 281 |
Number of other employee benefit and retirement-related accounts | $103,000 | 309 |
Corporate Trust and Agency Accounts | $66,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $6,237,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $213,000 | 35 |
Other Fiduciary Accounts | $91,000 | 16 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,141,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $103,000 | 292 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $29,752,000 | 12 |
Personal Trust and Agency Accounts | $4,168,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 152 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 507 |
Corporate Trust and Agency Accounts | $3,402,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
Other Fiduciary Accounts | $22,137,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $247,455,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $260,528,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $271,000 | 65 |
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 | $38,242,000 | 19 |
Number of Managed Accounts | $8,528,000 | 29 |
Personal Trust and Agency Accounts | $1,722,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 301 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $108,000 | 258 |
Corporate Trust and Agency Accounts | $108,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $6,284,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $213,000 | 35 |
Other Fiduciary Accounts | $93,000 | 16 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,218,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 245 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,714,000 | 12 |
Personal Trust and Agency Accounts | $5,075,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 145 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 272 |
Corporate Trust and Agency Accounts | $3,375,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
Other Fiduciary Accounts | $21,219,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $237,468,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $250,528,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $275,000 | 51 |
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 | $39,159,000 | 18 |
Number of Managed Accounts | $8,809,000 | 29 |
Personal Trust and Agency Accounts | $1,812,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $106,000 | 263 |
Corporate Trust and Agency Accounts | $171,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $6,412,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $216,000 | 33 |
Other Fiduciary Accounts | $92,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,366,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $106,000 | 252 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $30,350,000 | 11 |
Personal Trust and Agency Accounts | $5,107,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 146 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 267 |
Corporate Trust and Agency Accounts | $3,373,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 75 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
Other Fiduciary Accounts | $21,822,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $232,753,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $247,206,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 159 |
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 | $38,764,000 | 18 |
Number of Managed Accounts | $9,145,000 | 28 |
Personal Trust and Agency Accounts | $2,000,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $40,000 | 324 |
Corporate Trust and Agency Accounts | $12,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $6,611,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $215,000 | 34 |
Other Fiduciary Accounts | $267,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,546,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $40,000 | 311 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,619,000 | 12 |
Personal Trust and Agency Accounts | $5,165,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 148 |
Employee Benefit-defined Benefit Accounts | $0 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 263 |
Corporate Trust and Agency Accounts | $3,395,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 59 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 98 |
Other Fiduciary Accounts | $21,005,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $231,593,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $245,529,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 154 |
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 | $43,064,000 | 16 |
Number of Managed Accounts | $9,352,000 | 27 |
Personal Trust and Agency Accounts | $2,120,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 476 |
Employee Benefit-defined Benefit Accounts | $0 | 299 |
Number of other employee benefit and retirement-related accounts | $39,000 | 443 |
Corporate Trust and Agency Accounts | $12,000 | 46 |
Number of managed investment management and investment advisory agency accounts | $6,775,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 48 |
Other Fiduciary Accounts | $276,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,650,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $39,000 | 419 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $33,712,000 | 11 |
Personal Trust and Agency Accounts | $5,254,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 464 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 331 |
Corporate Trust and Agency Accounts | $3,348,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 56 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $25,050,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $227,314,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $245,783,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 194 |
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 | $43,333,000 | 16 |
Number of Managed Accounts | $9,599,000 | 27 |
Personal Trust and Agency Accounts | $2,528,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $39,000 | 323 |
Corporate Trust and Agency Accounts | $12,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $6,599,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $141,000 | 43 |
Other Fiduciary Accounts | $280,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,671,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $39,000 | 309 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $33,734,000 | 11 |
Personal Trust and Agency Accounts | $5,220,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 286 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 179 |
Corporate Trust and Agency Accounts | $3,255,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 35 |
Number (#) individual retirement, health savings, and other similar accounts | $17,000 | 31 |
Other Fiduciary Accounts | $25,167,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $227,377,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $246,164,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 129 |
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 | $45,003,000 | 16 |
Number of Managed Accounts | $9,522,000 | 28 |
Personal Trust and Agency Accounts | $2,519,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 311 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $40,000 | 326 |
Corporate Trust and Agency Accounts | $12,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $6,529,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $141,000 | 43 |
Other Fiduciary Accounts | $281,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,670,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $40,000 | 305 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $35,481,000 | 9 |
Personal Trust and Agency Accounts | $5,270,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 141 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 178 |
Corporate Trust and Agency Accounts | $3,344,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 34 |
Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 31 |
Other Fiduciary Accounts | $26,770,000 | 1 |
Memoranda |
Custody and Safekeeping Accounts | $224,195,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $245,240,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 125 |
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 | $45,199,000 | 15 |
Number of Managed Accounts | $9,698,000 | 27 |
Personal Trust and Agency Accounts | $2,528,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 310 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $34,000 | 328 |
Corporate Trust and Agency Accounts | $13,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $6,704,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $151,000 | 43 |
Other Fiduciary Accounts | $268,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,630,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $34,000 | 310 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $35,501,000 | 10 |
Personal Trust and Agency Accounts | $5,232,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 186 |
Corporate Trust and Agency Accounts | $3,177,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $56,000 | 35 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $27,005,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $223,365,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $244,364,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 133 |
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 | $46,667,000 | 15 |
Number of Managed Accounts | $9,957,000 | 27 |
Personal Trust and Agency Accounts | $2,517,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 488 |
Employee Benefit-defined Benefit Accounts | $0 | 307 |
Number of other employee benefit and retirement-related accounts | $37,000 | 446 |
Corporate Trust and Agency Accounts | $13,000 | 43 |
Number of managed investment management and investment advisory agency accounts | $6,830,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $154,000 | 42 |
Other Fiduciary Accounts | $406,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,782,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 421 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $14,000 | 52 |
Number of Non-Managed Accounts | $36,710,000 | 10 |
Personal Trust and Agency Accounts | $5,202,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 495 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 338 |
Corporate Trust and Agency Accounts | $3,219,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $57,000 | 36 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 59 |
Other Fiduciary Accounts | $28,201,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $227,524,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $249,670,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 165 |
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 | $50,088,000 | 13 |
Number of Managed Accounts | $10,157,000 | 26 |
Personal Trust and Agency Accounts | $2,639,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 224 |
Number of other employee benefit and retirement-related accounts | $35,000 | 328 |
Corporate Trust and Agency Accounts | $13,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $7,016,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $152,000 | 41 |
Other Fiduciary Accounts | $302,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,813,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $35,000 | 307 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $39,931,000 | 10 |
Personal Trust and Agency Accounts | $5,412,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 179 |
Corporate Trust and Agency Accounts | $3,323,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $31,112,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $211,103,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $236,455,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $82,000 | 119 |
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 | $49,720,000 | 15 |
Number of Managed Accounts | $10,142,000 | 25 |
Personal Trust and Agency Accounts | $2,663,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 311 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $35,000 | 322 |
Corporate Trust and Agency Accounts | $13,000 | 30 |
Number of managed investment management and investment advisory agency accounts | $6,965,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $152,000 | 40 |
Other Fiduciary Accounts | $314,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,861,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $35,000 | 302 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $39,578,000 | 11 |
Personal Trust and Agency Accounts | $5,329,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $29,000 | 167 |
Corporate Trust and Agency Accounts | $3,220,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
Other Fiduciary Accounts | $30,943,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $222,152,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $248,842,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 113 |
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 | $48,707,000 | 17 |
Number of Managed Accounts | $9,957,000 | 25 |
Personal Trust and Agency Accounts | $2,660,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 315 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $34,000 | 329 |
Corporate Trust and Agency Accounts | $13,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $6,773,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $150,000 | 41 |
Other Fiduciary Accounts | $327,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,789,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $34,000 | 308 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $38,750,000 | 12 |
Personal Trust and Agency Accounts | $5,281,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 298 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $30,000 | 167 |
Corporate Trust and Agency Accounts | $3,125,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
Other Fiduciary Accounts | $30,255,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $215,561,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $240,994,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 125 |
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 | $46,198,000 | 18 |
Number of Managed Accounts | $9,985,000 | 24 |
Personal Trust and Agency Accounts | $2,697,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 514 |
Employee Benefit-defined Benefit Accounts | $0 | 320 |
Number of other employee benefit and retirement-related accounts | $32,000 | 455 |
Corporate Trust and Agency Accounts | $13,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $6,760,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $149,000 | 40 |
Other Fiduciary Accounts | $334,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,738,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 420 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $36,213,000 | 13 |
Personal Trust and Agency Accounts | $5,448,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 516 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $30,000 | 298 |
Corporate Trust and Agency Accounts | $3,119,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 56 |
Other Fiduciary Accounts | $27,559,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $202,783,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $225,598,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 198 |
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 | $42,093,000 | 18 |
Number of Managed Accounts | $10,271,000 | 23 |
Personal Trust and Agency Accounts | $2,948,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 302 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $34,000 | 307 |
Corporate Trust and Agency Accounts | $12,000 | 30 |
Number of managed investment management and investment advisory agency accounts | $6,806,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $148,000 | 40 |
Other Fiduciary Accounts | $323,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,672,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $34,000 | 289 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $31,822,000 | 13 |
Personal Trust and Agency Accounts | $5,345,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $29,000 | 170 |
Corporate Trust and Agency Accounts | $3,196,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 77 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
Other Fiduciary Accounts | $23,227,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $204,967,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $223,762,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $76,000 | 126 |
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 | $37,390,000 | 19 |
Number of Managed Accounts | $10,178,000 | 23 |
Personal Trust and Agency Accounts | $2,957,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $32,000 | 310 |
Corporate Trust and Agency Accounts | $12,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $6,684,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 41 |
Other Fiduciary Accounts | $348,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,642,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 286 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,212,000 | 15 |
Personal Trust and Agency Accounts | $5,527,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 164 |
Corporate Trust and Agency Accounts | $3,133,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
Other Fiduciary Accounts | $18,492,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $206,923,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $220,160,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 125 |
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 | $36,849,000 | 19 |
Number of Managed Accounts | $11,759,000 | 19 |
Personal Trust and Agency Accounts | $5,408,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $42,000 | 302 |
Corporate Trust and Agency Accounts | $12,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $5,759,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $173,000 | 35 |
Other Fiduciary Accounts | $365,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,733,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 283 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,090,000 | 15 |
Personal Trust and Agency Accounts | $5,923,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $196,000 | 57 |
Corporate Trust and Agency Accounts | $2,817,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 57 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 63 |
Other Fiduciary Accounts | $16,122,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $200,987,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $212,902,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $165,000 | 82 |
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 | $36,536,000 | 19 |
Number of Managed Accounts | $11,510,000 | 18 |
Personal Trust and Agency Accounts | $5,666,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 531 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $40,000 | 433 |
Corporate Trust and Agency Accounts | $12,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $5,248,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $171,000 | 33 |
Other Fiduciary Accounts | $373,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,722,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $36,000 | 411 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $25,026,000 | 15 |
Personal Trust and Agency Accounts | $6,101,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $24,000 | 172 |
Employee Benefit-defined Benefit Accounts | $35,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $57,000 | 222 |
Corporate Trust and Agency Accounts | $2,735,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 69 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 66 |
Other Fiduciary Accounts | $16,042,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $200,378,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $213,128,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 732 |
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 | $39,435,000 | 18 |
Number of Managed Accounts | $13,475,000 | 17 |
Personal Trust and Agency Accounts | $6,211,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 212 |
Number of other employee benefit and retirement-related accounts | $51,000 | 288 |
Corporate Trust and Agency Accounts | $13,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $6,656,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $162,000 | 32 |
Other Fiduciary Accounts | $382,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,011,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $48,000 | 265 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,960,000 | 15 |
Personal Trust and Agency Accounts | $6,272,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $50,000 | 105 |
Employee Benefit-defined Benefit Accounts | $119,000 | 22 |
Number non-managed other employee benefit and retirement-related accounts | $89,000 | 96 |
Corporate Trust and Agency Accounts | $2,782,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
Other Fiduciary Accounts | $16,626,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $222,804,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $235,651,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 308 |
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 | $38,782,000 | 18 |
Number of Managed Accounts | $13,097,000 | 16 |
Personal Trust and Agency Accounts | $6,507,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $58,000 | 278 |
Corporate Trust and Agency Accounts | $13,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $5,959,000 | 13 |
Number of foundation and endowment trust and agency accounts, managed assets | $174,000 | 31 |
Other Fiduciary Accounts | $386,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,549,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $55,000 | 259 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,685,000 | 15 |
Personal Trust and Agency Accounts | $6,371,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 82 |
Employee Benefit-defined Benefit Accounts | $182,000 | 20 |
Number non-managed other employee benefit and retirement-related accounts | $135,000 | 74 |
Corporate Trust and Agency Accounts | $2,976,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $46,000 | 34 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
Other Fiduciary Accounts | $15,889,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $223,717,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $236,157,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 312 |
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 | $38,071,000 | 19 |
Number of Managed Accounts | $15,821,000 | 17 |
Personal Trust and Agency Accounts | $6,628,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number of other employee benefit and retirement-related accounts | $57,000 | 277 |
Corporate Trust and Agency Accounts | $13,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $8,563,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $174,000 | 32 |
Other Fiduciary Accounts | $386,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $6,329,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $54,000 | 259 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,250,000 | 15 |
Personal Trust and Agency Accounts | $6,324,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $80,000 | 85 |
Employee Benefit-defined Benefit Accounts | $222,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $110,000 | 90 |
Corporate Trust and Agency Accounts | $2,588,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $42,000 | 36 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 60 |
Other Fiduciary Accounts | $12,879,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $221,999,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $230,666,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 311 |
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 | $32,170,000 | 18 |
Number of Managed Accounts | $14,699,000 | 17 |
Personal Trust and Agency Accounts | $6,723,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 548 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $56,000 | 371 |
Corporate Trust and Agency Accounts | $13,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $7,360,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $183,000 | 30 |
Other Fiduciary Accounts | $364,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $5,972,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $53,000 | 350 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $17,471,000 | 14 |
Personal Trust and Agency Accounts | $6,657,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $65,000 | 104 |
Employee Benefit-defined Benefit Accounts | $219,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $96,000 | 158 |
Corporate Trust and Agency Accounts | $2,426,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $42,000 | 47 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 62 |
Other Fiduciary Accounts | $7,961,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $223,705,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $225,408,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 729 |
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 | $31,949,000 | 20 |
Number of Managed Accounts | $15,123,000 | 18 |
Personal Trust and Agency Accounts | $6,932,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $56,000 | 275 |
Corporate Trust and Agency Accounts | $12,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $7,587,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $163,000 | 35 |
Other Fiduciary Accounts | $373,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $5,564,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $49,000 | 257 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,826,000 | 15 |
Personal Trust and Agency Accounts | $6,714,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 103 |
Employee Benefit-defined Benefit Accounts | $177,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $283,000 | 44 |
Corporate Trust and Agency Accounts | $2,768,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $42,000 | 35 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 97 |
Other Fiduciary Accounts | $6,784,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $224,119,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $231,420,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 312 |
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 | $31,012,000 | 18 |
Number of Managed Accounts | $14,759,000 | 17 |
Personal Trust and Agency Accounts | $6,889,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 223 |
Number of other employee benefit and retirement-related accounts | $51,000 | 279 |
Corporate Trust and Agency Accounts | $13,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $7,232,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $157,000 | 34 |
Other Fiduciary Accounts | $417,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $5,414,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $49,000 | 257 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,253,000 | 15 |
Personal Trust and Agency Accounts | $6,484,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $44,000 | 115 |
Employee Benefit-defined Benefit Accounts | $167,000 | 20 |
Number non-managed other employee benefit and retirement-related accounts | $282,000 | 47 |
Corporate Trust and Agency Accounts | $2,715,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $40,000 | 35 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 95 |
Other Fiduciary Accounts | $6,519,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $222,903,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $225,120,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 313 |
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 | $28,763,000 | 20 |
Number of Managed Accounts | $14,549,000 | 16 |
Personal Trust and Agency Accounts | $6,874,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $57,000 | 274 |
Corporate Trust and Agency Accounts | $13,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $6,987,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $149,000 | 37 |
Other Fiduciary Accounts | $469,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $5,140,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $50,000 | 254 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,214,000 | 16 |
Personal Trust and Agency Accounts | $5,920,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $38,000 | 133 |
Employee Benefit-defined Benefit Accounts | $148,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $249,000 | 48 |
Corporate Trust and Agency Accounts | $1,496,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 35 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $6,326,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $220,449,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $220,752,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 315 |
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 | $34,239,000 | 16 |
Number of Managed Accounts | $14,592,000 | 17 |
Personal Trust and Agency Accounts | $6,905,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 583 |
Employee Benefit-defined Benefit Accounts | $0 | 357 |
Number of other employee benefit and retirement-related accounts | $48,000 | 392 |
Corporate Trust and Agency Accounts | $13,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $7,514,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 77 |
Other Fiduciary Accounts | $50,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,721,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $44,000 | 357 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $19,647,000 | 15 |
Personal Trust and Agency Accounts | $11,058,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $22,000 | 188 |
Employee Benefit-defined Benefit Accounts | $120,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $234,000 | 75 |
Corporate Trust and Agency Accounts | $2,234,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 120 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $5,968,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $193,520,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $198,965,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 737 |
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 | $31,981,000 | 17 |
Number of Managed Accounts | $14,619,000 | 15 |
Personal Trust and Agency Accounts | $7,088,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 232 |
Number of other employee benefit and retirement-related accounts | $51,000 | 271 |
Corporate Trust and Agency Accounts | $13,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $7,256,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $146,000 | 36 |
Other Fiduciary Accounts | $65,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,837,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $46,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $17,362,000 | 15 |
Personal Trust and Agency Accounts | $9,926,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 227 |
Employee Benefit-defined Benefit Accounts | $16,000 | 55 |
Number non-managed other employee benefit and retirement-related accounts | $234,000 | 51 |
Corporate Trust and Agency Accounts | $1,463,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 71 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $5,707,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $192,803,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $195,215,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 299 |
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 | $31,949,000 | 16 |
Number of Managed Accounts | $14,831,000 | 15 |
Personal Trust and Agency Accounts | $7,337,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $54,000 | 269 |
Corporate Trust and Agency Accounts | $13,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $7,318,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 77 |
Other Fiduciary Accounts | $50,000 | 20 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $4,778,000 | 1 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $51,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $17,118,000 | 15 |
Personal Trust and Agency Accounts | $9,587,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 234 |
Employee Benefit-defined Benefit Accounts | $14,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $236,000 | 50 |
Corporate Trust and Agency Accounts | $1,748,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 115 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $5,525,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $189,314,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $191,556,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 294 |
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 | $29,415,000 | 19 |
Number of Managed Accounts | $12,192,000 | 16 |
Personal Trust and Agency Accounts | $7,061,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $56,000 | 265 |
Corporate Trust and Agency Accounts | $15,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $4,952,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 75 |
Other Fiduciary Accounts | $50,000 | 22 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,107,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $51,000 | 234 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $17,223,000 | 16 |
Personal Trust and Agency Accounts | $10,009,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 244 |
Employee Benefit-defined Benefit Accounts | $5,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $238,000 | 49 |
Corporate Trust and Agency Accounts | $1,534,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 104 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $5,430,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $125,900,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | $127,838,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 294 |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,879,000 | 19 |
Number of Managed Accounts | $12,823,000 | 18 |
Personal Trust and Agency Accounts | $7,259,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 413 |
Employee Benefit-defined Benefit Accounts | $0 | 372 |
Number of other employee benefit and retirement-related accounts | $61,000 | 358 |
Corporate Trust and Agency Accounts | $20,000 | 42 |
Number of managed investment management and investment advisory agency accounts | $5,303,000 | 13 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 73 |
Other Fiduciary Accounts | $120,000 | 12 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,086,000 | 2 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 655 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $17,056,000 | 16 |
Personal Trust and Agency Accounts | $9,124,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 455 |
Employee Benefit-defined Benefit Accounts | $3,000 | 103 |
Number non-managed other employee benefit and retirement-related accounts | $221,000 | 80 |
Corporate Trust and Agency Accounts | $3,504,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 192 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $4,199,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $124,156,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | $124,385,000 | 2 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 800 |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,666,000 | 23 |
Number of Managed Accounts | $13,315,000 | 19 |
Personal Trust and Agency Accounts | $7,357,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $52,000 | 254 |
Corporate Trust and Agency Accounts | $22,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $5,762,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $120,000 | 21 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,959,000 | 3 |
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 | $17,351,000 | 18 |
Personal Trust and Agency Accounts | $9,248,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $353,000 | 39 |
Corporate Trust and Agency Accounts | $3,577,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,173,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $125,460,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | $124,616,000 | 2 |
# 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 | $29,232,000 | 24 |
Number of Managed Accounts | $13,523,000 | 18 |
Personal Trust and Agency Accounts | $7,375,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 270 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $57,000 | 255 |
Corporate Trust and Agency Accounts | $25,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $5,843,000 | 13 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $221,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,058,000 | 3 |
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 | $15,709,000 | 18 |
Personal Trust and Agency Accounts | $8,663,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $353,000 | 41 |
Corporate Trust and Agency Accounts | $3,230,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $3,463,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $124,740,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | $124,271,000 | 2 |
# 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 | $48,963,000 | 16 |
Number of Managed Accounts | $31,566,000 | 11 |
Personal Trust and Agency Accounts | $7,074,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 269 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $67,000 | 252 |
Corporate Trust and Agency Accounts | $25,000 | 29 |
Number of managed investment management and investment advisory agency accounts | $24,269,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $129,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $27,613,000 | 1 |
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 | $17,397,000 | 17 |
Personal Trust and Agency Accounts | $8,899,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $358,000 | 43 |
Corporate Trust and Agency Accounts | $2,683,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $5,457,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $128,656,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $129,658,000 | 2 |
# 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 | $56,314,000 | 15 |
Number of Managed Accounts | $32,835,000 | 11 |
Personal Trust and Agency Accounts | $7,142,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 435 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $77,000 | 323 |
Corporate Trust and Agency Accounts | $27,000 | 46 |
Number of managed investment management and investment advisory agency accounts | $25,444,000 | 2 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $143,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $28,415,000 | 1 |
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 | $23,479,000 | 16 |
Personal Trust and Agency Accounts | $9,827,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 427 |
Employee Benefit-defined Benefit Accounts | $73,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $397,000 | 57 |
Corporate Trust and Agency Accounts | $7,380,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $5,800,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $125,494,000 | 13 |
Fiduciary Accounts Held in Foreign Offices | $127,320,000 | 2 |
# 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 | $57,534,000 | 13 |
Number of Managed Accounts | $29,997,000 | 11 |
Personal Trust and Agency Accounts | $7,092,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $72,000 | 261 |
Corporate Trust and Agency Accounts | $28,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $22,651,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $154,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $25,344,000 | 1 |
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 | $27,537,000 | 13 |
Personal Trust and Agency Accounts | $10,240,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 133 |
Employee Benefit-defined Benefit Accounts | $469,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $462,000 | 36 |
Corporate Trust and Agency Accounts | $7,846,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $8,478,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $127,574,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $133,125,000 | 2 |
# 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 | $67,543,000 | 13 |
Number of Managed Accounts | $35,785,000 | 7 |
Personal Trust and Agency Accounts | $7,013,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 241 |
Number of other employee benefit and retirement-related accounts | $73,000 | 254 |
Corporate Trust and Agency Accounts | $29,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $12,049,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $16,621,000 | 1 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $26,491,000 | 1 |
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 | $31,758,000 | 13 |
Personal Trust and Agency Accounts | $10,151,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 93 |
Employee Benefit-defined Benefit Accounts | $528,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $486,000 | 37 |
Corporate Trust and Agency Accounts | $7,443,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $13,069,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $123,929,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | $131,022,000 | 2 |
# 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 | $66,160,000 | 12 |
Number of Managed Accounts | $33,745,000 | 8 |
Personal Trust and Agency Accounts | $6,990,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $69,000 | 263 |
Corporate Trust and Agency Accounts | $29,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $9,998,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $16,659,000 | 1 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $25,968,000 | 1 |
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 | $32,415,000 | 12 |
Personal Trust and Agency Accounts | $10,665,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $69,000 | 104 |
Employee Benefit-defined Benefit Accounts | $547,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $487,000 | 36 |
Corporate Trust and Agency Accounts | $6,716,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $13,931,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $199,467,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $205,230,000 | 1 |
# 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 | $60,542,000 | 14 |
Number of Managed Accounts | $27,436,000 | 11 |
Personal Trust and Agency Accounts | $7,242,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 667 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $57,000 | 365 |
Corporate Trust and Agency Accounts | $30,000 | 42 |
Number of managed investment management and investment advisory agency accounts | $3,833,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $16,274,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $17,980,000 | 1 |
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 | $33,106,000 | 12 |
Personal Trust and Agency Accounts | $10,192,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $68,000 | 124 |
Employee Benefit-defined Benefit Accounts | $562,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $497,000 | 46 |
Corporate Trust and Agency Accounts | $7,827,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $13,960,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $201,393,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $207,049,000 | 1 |
# 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 | $53,177,000 | 14 |
Number of Managed Accounts | $26,531,000 | 11 |
Personal Trust and Agency Accounts | $7,327,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 317 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $58,000 | 259 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $3,100,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $16,046,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $17,067,000 | 1 |
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 | $26,646,000 | 13 |
Personal Trust and Agency Accounts | $8,146,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $69,000 | 111 |
Employee Benefit-defined Benefit Accounts | $569,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $537,000 | 33 |
Corporate Trust and Agency Accounts | $4,345,000 | 11 |
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 | $12,980,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $185,962,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $189,547,000 | 1 |
# 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 | $30,216,000 | 21 |
Number of Managed Accounts | $10,751,000 | 20 |
Personal Trust and Agency Accounts | $7,030,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 323 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number of other employee benefit and retirement-related accounts | $59,000 | 259 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $3,097,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $565,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,612,000 | 3 |
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 | $19,465,000 | 17 |
Personal Trust and Agency Accounts | $8,225,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $69,000 | 116 |
Employee Benefit-defined Benefit Accounts | $581,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $518,000 | 32 |
Corporate Trust and Agency Accounts | $3,397,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,675,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $163,147,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $162,063,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,749,756,000 | 3 |
Number of Managed Accounts | $1,731,592,000 | 1 |
Personal Trust and Agency Accounts | $3,680,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $9,000 | 343 |
Corporate Trust and Agency Accounts | $415,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $1,727,356,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $132,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,726,202,000 | 1 |
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 | $18,164,000 | 17 |
Personal Trust and Agency Accounts | $7,139,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $70,000 | 114 |
Employee Benefit-defined Benefit Accounts | $610,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $566,000 | 32 |
Corporate Trust and Agency Accounts | $3,433,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,346,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $450,365,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $446,924,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,674,196,000 | 3 |
Number of Managed Accounts | $1,658,297,000 | 1 |
Personal Trust and Agency Accounts | $3,793,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 707 |
Employee Benefit-defined Benefit Accounts | $0 | 426 |
Number of other employee benefit and retirement-related accounts | $9,000 | 598 |
Corporate Trust and Agency Accounts | $375,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $1,653,984,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $136,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,652,845,000 | 1 |
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 | $15,899,000 | 18 |
Personal Trust and Agency Accounts | $8,021,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 269 |
Employee Benefit-defined Benefit Accounts | $73,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $126,000 | 147 |
Corporate Trust and Agency Accounts | $1,783,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $5,880,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $398,846,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $396,287,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,613,805,000 | 3 |
Number of Managed Accounts | $1,597,248,000 | 1 |
Personal Trust and Agency Accounts | $3,887,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 242 |
Number of other employee benefit and retirement-related accounts | $9,000 | 328 |
Corporate Trust and Agency Accounts | $330,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,592,993,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $29,000 | 39 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,590,673,000 | 1 |
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 | $16,557,000 | 17 |
Personal Trust and Agency Accounts | $8,334,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $73,000 | 114 |
Employee Benefit-defined Benefit Accounts | $16,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $72,000 | 125 |
Corporate Trust and Agency Accounts | $1,708,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,354,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $397,712,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $396,980,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,599,103,000 | 3 |
Number of Managed Accounts | $1,582,790,000 | 1 |
Personal Trust and Agency Accounts | $3,994,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 248 |
Number of other employee benefit and retirement-related accounts | $9,000 | 333 |
Corporate Trust and Agency Accounts | $333,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,578,431,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $22,000 | 51 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,575,438,000 | 1 |
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 | $16,313,000 | 18 |
Personal Trust and Agency Accounts | $8,380,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,000 | 222 |
Employee Benefit-defined Benefit Accounts | $74,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $69,000 | 128 |
Corporate Trust and Agency Accounts | $1,692,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,082,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $397,582,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $396,547,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,597,893,000 | 3 |
Number of Managed Accounts | $1,581,278,000 | 1 |
Personal Trust and Agency Accounts | $3,946,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 249 |
Number of other employee benefit and retirement-related accounts | $9,000 | 342 |
Corporate Trust and Agency Accounts | $376,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $1,576,924,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $21,000 | 54 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,574,541,000 | 1 |
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 | $16,615,000 | 17 |
Personal Trust and Agency Accounts | $8,890,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $14,000 | 231 |
Employee Benefit-defined Benefit Accounts | $69,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $77,000 | 126 |
Corporate Trust and Agency Accounts | $1,693,000 | 21 |
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 | $5,872,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $395,684,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $395,611,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,429,737,000 | 3 |
Number of Managed Accounts | $1,413,409,000 | 1 |
Personal Trust and Agency Accounts | $3,886,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 534 |
Employee Benefit-defined Benefit Accounts | $0 | 446 |
Number of other employee benefit and retirement-related accounts | $10,000 | 597 |
Corporate Trust and Agency Accounts | $376,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,409,101,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $34,000 | 50 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,408,059,000 | 1 |
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 | $16,328,000 | 17 |
Personal Trust and Agency Accounts | $9,012,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $14,000 | 303 |
Employee Benefit-defined Benefit Accounts | $76,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $76,000 | 213 |
Corporate Trust and Agency Accounts | $1,688,000 | 21 |
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 | $5,462,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $393,517,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $393,167,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,402,771,000 | 3 |
Number of Managed Accounts | $1,386,470,000 | 1 |
Personal Trust and Agency Accounts | $3,860,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,000 | 258 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $10,000 | 323 |
Corporate Trust and Agency Accounts | $391,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,381,963,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $240,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $1,380,890,000 | 1 |
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 | $16,301,000 | 17 |
Personal Trust and Agency Accounts | $9,261,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 249 |
Employee Benefit-defined Benefit Accounts | $67,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 276 |
Corporate Trust and Agency Accounts | $1,692,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $5,268,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $387,925,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $387,899,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,775,532,000 | 3 |
Number of Managed Accounts | $2,758,178,000 | 1 |
Personal Trust and Agency Accounts | $3,922,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 261 |
Employee Benefit-defined Benefit Accounts | $11,000 | 89 |
Number of other employee benefit and retirement-related accounts | $10,000 | 336 |
Corporate Trust and Agency Accounts | $44,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $2,753,941,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $243,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,752,519,000 | 1 |
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 | $17,354,000 | 16 |
Personal Trust and Agency Accounts | $9,068,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 346 |
Employee Benefit-defined Benefit Accounts | $1,407,000 | 6 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 292 |
Corporate Trust and Agency Accounts | $1,732,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $5,143,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $384,669,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $385,936,000 | 1 |
# 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 | $2,770,517,000 | 3 |
Number of Managed Accounts | $2,752,669,000 | 1 |
Personal Trust and Agency Accounts | $3,900,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 262 |
Employee Benefit-defined Benefit Accounts | $48,000 | 41 |
Number of other employee benefit and retirement-related accounts | $10,000 | 333 |
Corporate Trust and Agency Accounts | $47,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $2,748,408,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $249,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,746,985,000 | 1 |
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 | $17,848,000 | 17 |
Personal Trust and Agency Accounts | $9,015,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 342 |
Employee Benefit-defined Benefit Accounts | $1,394,000 | 6 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 267 |
Corporate Trust and Agency Accounts | $1,722,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $5,710,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $385,461,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $386,783,000 | 1 |
# 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 | $2,647,864,000 | 3 |
Number of Managed Accounts | $2,629,792,000 | 1 |
Personal Trust and Agency Accounts | $3,866,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 390 |
Employee Benefit-defined Benefit Accounts | $65,000 | 35 |
Number of other employee benefit and retirement-related accounts | $11,000 | 560 |
Corporate Trust and Agency Accounts | $52,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $2,625,536,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $255,000 | 20 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,624,164,000 | 1 |
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 | $18,072,000 | 18 |
Personal Trust and Agency Accounts | $9,781,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 701 |
Employee Benefit-defined Benefit Accounts | $1,225,000 | 7 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 612 |
Corporate Trust and Agency Accounts | $1,722,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $5,337,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $380,290,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $382,186,000 | 1 |
# 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 | $2,654,393,000 | 3 |
Number of Managed Accounts | $2,606,718,000 | 1 |
Personal Trust and Agency Accounts | $3,949,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 257 |
Employee Benefit-defined Benefit Accounts | $70,000 | 35 |
Number of other employee benefit and retirement-related accounts | $5,000 | 336 |
Corporate Trust and Agency Accounts | $62,000 | 21 |
Number of managed investment management and investment advisory agency accounts | $2,602,372,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $253,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,600,994,000 | 1 |
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 | $47,675,000 | 10 |
Personal Trust and Agency Accounts | $40,390,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 334 |
Employee Benefit-defined Benefit Accounts | $1,309,000 | 7 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 293 |
Corporate Trust and Agency Accounts | $1,717,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,256,000 | 6 |
Memoranda |
Custody and Safekeeping Accounts | $375,365,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $410,067,000 | 1 |
# 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 | $2,643,456,000 | 3 |
Number of Managed Accounts | $2,595,401,000 | 1 |
Personal Trust and Agency Accounts | $4,010,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 260 |
Employee Benefit-defined Benefit Accounts | $69,000 | 36 |
Number of other employee benefit and retirement-related accounts | $2,000 | 346 |
Corporate Trust and Agency Accounts | $69,000 | 22 |
Number of managed investment management and investment advisory agency accounts | $2,591,000,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $244,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,587,353,000 | 1 |
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 | $48,055,000 | 11 |
Personal Trust and Agency Accounts | $40,511,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $1,678,000 | 5 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 264 |
Corporate Trust and Agency Accounts | $1,749,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,109,000 | 6 |
Memoranda |
Custody and Safekeeping Accounts | $380,799,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $413,452,000 | 1 |
# 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 | $3,127,352,000 | 3 |
Number of Managed Accounts | $3,081,834,000 | 1 |
Personal Trust and Agency Accounts | $3,792,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 267 |
Employee Benefit-defined Benefit Accounts | $68,000 | 36 |
Number of other employee benefit and retirement-related accounts | $2,000 | 354 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $3,077,729,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $236,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $3,075,676,000 | 1 |
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 | $45,518,000 | 11 |
Personal Trust and Agency Accounts | $38,119,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $1,684,000 | 5 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 263 |
Corporate Trust and Agency Accounts | $1,448,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,259,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $375,129,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $405,492,000 | 1 |
# 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 | $3,040,728,000 | 3 |
Number of Managed Accounts | $2,995,800,000 | 1 |
Personal Trust and Agency Accounts | $3,766,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 411 |
Employee Benefit-defined Benefit Accounts | $75,000 | 33 |
Number of other employee benefit and retirement-related accounts | $2,000 | 711 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $2,991,713,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $237,000 | 26 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,990,063,000 | 1 |
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 | $44,928,000 | 11 |
Personal Trust and Agency Accounts | $37,159,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 727 |
Employee Benefit-defined Benefit Accounts | $1,696,000 | 5 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 609 |
Corporate Trust and Agency Accounts | $1,451,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,614,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $352,533,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $381,452,000 | 1 |
# 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 | $3,023,968,000 | 3 |
Number of Managed Accounts | $2,982,601,000 | 1 |
Personal Trust and Agency Accounts | $3,816,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,000 | 283 |
Employee Benefit-defined Benefit Accounts | $71,000 | 37 |
Number of other employee benefit and retirement-related accounts | $1,000 | 356 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $2,978,454,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $252,000 | 21 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,976,881,000 | 1 |
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 | $41,367,000 | 11 |
Personal Trust and Agency Accounts | $34,013,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 351 |
Employee Benefit-defined Benefit Accounts | $1,699,000 | 5 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 274 |
Corporate Trust and Agency Accounts | $1,436,000 | 27 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,211,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $343,334,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $369,304,000 | 1 |
# 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 | $3,021,901,000 | 3 |
Number of Managed Accounts | $2,979,415,000 | 1 |
Personal Trust and Agency Accounts | $3,847,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,000 | 276 |
Employee Benefit-defined Benefit Accounts | $75,000 | 34 |
Number of other employee benefit and retirement-related accounts | $2,000 | 357 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $2,975,255,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $227,000 | 20 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,974,000,000 | 1 |
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 | $42,486,000 | 12 |
Personal Trust and Agency Accounts | $34,906,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 354 |
Employee Benefit-defined Benefit Accounts | $1,774,000 | 4 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 272 |
Corporate Trust and Agency Accounts | $1,458,000 | 27 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,339,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $337,635,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $364,992,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,990,816,000 | 3 |
Number of Managed Accounts | $2,947,815,000 | 1 |
Personal Trust and Agency Accounts | $3,960,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $11,000 | 274 |
Employee Benefit-defined Benefit Accounts | $75,000 | 34 |
Number of other employee benefit and retirement-related accounts | $2,000 | 359 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $2,943,536,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $231,000 | 21 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,942,241,000 | 1 |
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 | $43,001,000 | 11 |
Personal Trust and Agency Accounts | $35,458,000 | 1 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $1,778,000 | 4 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 275 |
Corporate Trust and Agency Accounts | $1,475,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $4,281,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $333,387,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $361,052,000 | 1 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,937,320,000 | 3 |
Number of Managed Accounts | $2,890,952,000 | 1 |
Personal Trust and Agency Accounts | $3,950,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,000 | 391 |
Employee Benefit-defined Benefit Accounts | $78,000 | 39 |
Number of other employee benefit and retirement-related accounts | $2,000 | 728 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $2,886,649,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $263,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,885,277,000 | 1 |
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 | $46,368,000 | 10 |
Personal Trust and Agency Accounts | $36,343,000 | 1 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $1,848,000 | 4 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 577 |
Corporate Trust and Agency Accounts | $1,482,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,685,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $330,985,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $360,082,000 | 1 |
# 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 | $2,843,267,000 | 3 |
Number of Managed Accounts | $2,831,473,000 | 1 |
Personal Trust and Agency Accounts | $3,188,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 177 |
Employee Benefit-defined Benefit Accounts | $82,000 | 38 |
Number of other employee benefit and retirement-related accounts | $19,620,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $2,808,073,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $454,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $2,824,913,000 | 1 |
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 | $11,794,000 | 19 |
Personal Trust and Agency Accounts | $7,585,000 | 1 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 726 |
Employee Benefit-defined Benefit Accounts | $468,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 769 |
Corporate Trust and Agency Accounts | $3,124,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $616,000 | 18 |
Memoranda |
Custody and Safekeeping Accounts | $25,624,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $27,249,000 | 1 |
# 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 |