Home > Citizens Bank of Pennsylvania > Number of Fiduciary and Related Asset Accounts
Citizens Bank of Pennsylvania, Number of Fiduciary and Related Asset Accounts
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 | $315,000 | 444 |
Number of Managed Accounts | $306,000 | 383 |
Personal Trust and Agency Accounts | $9,000 | 873 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
Employee Benefit-defined Benefit Accounts | $9,000 | 67 |
Number of other employee benefit and retirement-related accounts | $97,000 | 328 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $186,000 | 232 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 385 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 316 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $9,000 | 689 |
Personal Trust and Agency Accounts | $0 | 688 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 215 |
Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 634 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $36,000 | 324 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 671 |
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 | $349,000 | 342 |
Number of Managed Accounts | $340,000 | 313 |
Personal Trust and Agency Accounts | $9,000 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
Number of other employee benefit and retirement-related accounts | $113,000 | 261 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $203,000 | 208 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 282 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $112,000 | 257 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 354 |
Personal Trust and Agency Accounts | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 192 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 329 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $38,000 | 242 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 350 |
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 | $349,000 | 346 |
Number of Managed Accounts | $340,000 | 316 |
Personal Trust and Agency Accounts | $10,000 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 234 |
Employee Benefit-defined Benefit Accounts | $10,000 | 61 |
Number of other employee benefit and retirement-related accounts | $113,000 | 262 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $202,000 | 210 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 283 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $112,000 | 258 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 356 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 195 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 329 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $38,000 | 245 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 352 |
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 | $343,000 | 351 |
Number of Managed Accounts | $332,000 | 321 |
Personal Trust and Agency Accounts | $11,000 | 386 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
Employee Benefit-defined Benefit Accounts | $10,000 | 64 |
Number of other employee benefit and retirement-related accounts | $107,000 | 269 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $197,000 | 212 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 262 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $106,000 | 264 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,000 | 352 |
Personal Trust and Agency Accounts | $0 | 321 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 182 |
Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $40,000 | 239 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 354 |
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 | $331,000 | 442 |
Number of Managed Accounts | $320,000 | 371 |
Personal Trust and Agency Accounts | $11,000 | 869 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 281 |
Employee Benefit-defined Benefit Accounts | $10,000 | 68 |
Number of other employee benefit and retirement-related accounts | $105,000 | 315 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $187,000 | 229 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 336 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $104,000 | 305 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $11,000 | 690 |
Personal Trust and Agency Accounts | $0 | 719 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 200 |
Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 648 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $47,000 | 290 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 682 |
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 | $329,000 | 350 |
Number of Managed Accounts | $318,000 | 325 |
Personal Trust and Agency Accounts | $11,000 | 378 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
Employee Benefit-defined Benefit Accounts | $10,000 | 62 |
Number of other employee benefit and retirement-related accounts | $107,000 | 265 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $183,000 | 225 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 257 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $106,000 | 258 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,000 | 339 |
Personal Trust and Agency Accounts | $0 | 316 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 181 |
Employee Benefit-defined Benefit Accounts | $2,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $52,000 | 212 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 347 |
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 | $321,000 | 352 |
Number of Managed Accounts | $310,000 | 326 |
Personal Trust and Agency Accounts | $6,000 | 382 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 260 |
Employee Benefit-defined Benefit Accounts | $9,000 | 67 |
Number of other employee benefit and retirement-related accounts | $103,000 | 270 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $186,000 | 222 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 256 |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $102,000 | 262 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,000 | 343 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 180 |
Employee Benefit-defined Benefit Accounts | $2,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $54,000 | 209 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
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 | $320,000 | 354 |
Number of Managed Accounts | $306,000 | 327 |
Personal Trust and Agency Accounts | $5,000 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 268 |
Employee Benefit-defined Benefit Accounts | $9,000 | 67 |
Number of other employee benefit and retirement-related accounts | $104,000 | 269 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $182,000 | 224 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 261 |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $103,000 | 261 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,000 | 333 |
Personal Trust and Agency Accounts | $0 | 320 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 168 |
Employee Benefit-defined Benefit Accounts | $2,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $54,000 | 208 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 351 |
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 | $309,000 | 445 |
Number of Managed Accounts | $294,000 | 385 |
Personal Trust and Agency Accounts | $4,000 | 1,025 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 353 |
Employee Benefit-defined Benefit Accounts | $9,000 | 71 |
Number of other employee benefit and retirement-related accounts | $99,000 | 318 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $176,000 | 232 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 336 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $98,000 | 303 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $15,000 | 654 |
Personal Trust and Agency Accounts | $0 | 737 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 180 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 685 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $55,000 | 274 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 706 |
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 | $310,000 | 359 |
Number of Managed Accounts | $295,000 | 329 |
Personal Trust and Agency Accounts | $3,000 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 268 |
Employee Benefit-defined Benefit Accounts | $9,000 | 67 |
Number of other employee benefit and retirement-related accounts | $97,000 | 268 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $180,000 | 221 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 257 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 257 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $15,000 | 340 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 334 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $56,000 | 207 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
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 | $284,000 | 364 |
Number of Managed Accounts | $269,000 | 339 |
Personal Trust and Agency Accounts | $4,000 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 270 |
Employee Benefit-defined Benefit Accounts | $9,000 | 68 |
Number of other employee benefit and retirement-related accounts | $85,000 | 278 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $165,000 | 231 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 254 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $84,000 | 271 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $15,000 | 341 |
Personal Trust and Agency Accounts | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 168 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $60,000 | 202 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 353 |
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 | $270,000 | 368 |
Number of Managed Accounts | $254,000 | 343 |
Personal Trust and Agency Accounts | $3,000 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 270 |
Employee Benefit-defined Benefit Accounts | $9,000 | 68 |
Number of other employee benefit and retirement-related accounts | $79,000 | 280 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $157,000 | 237 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 255 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $78,000 | 269 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,000 | 339 |
Personal Trust and Agency Accounts | $0 | 326 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
Employee Benefit-defined Benefit Accounts | $2,000 | 84 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 325 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $63,000 | 199 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 349 |
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 | $262,000 | 497 |
Number of Managed Accounts | $243,000 | 427 |
Personal Trust and Agency Accounts | $2,000 | 1,104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 372 |
Employee Benefit-defined Benefit Accounts | $9,000 | 73 |
Number of other employee benefit and retirement-related accounts | $75,000 | 348 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $151,000 | 256 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 333 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $74,000 | 333 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $19,000 | 647 |
Personal Trust and Agency Accounts | $0 | 756 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 186 |
Employee Benefit-defined Benefit Accounts | $4,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 652 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda | ||
Custody and Safekeeping Accounts | $66,000 | 250 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 731 |
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 | $244,000 | 376 |
Number of Managed Accounts | $225,000 | 349 |
Personal Trust and Agency Accounts | $2,000 | 393 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 275 |
Employee Benefit-defined Benefit Accounts | $10,000 | 66 |
Number of other employee benefit and retirement-related accounts | $65,000 | 295 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $142,000 | 249 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 254 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $64,000 | 282 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,000 | 332 |
Personal Trust and Agency Accounts | $0 | 322 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 169 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 315 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $100,000 | 156 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
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 | $235,000 | 379 |
Number of Managed Accounts | $216,000 | 355 |
Personal Trust and Agency Accounts | $2,000 | 396 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 276 |
Employee Benefit-defined Benefit Accounts | $10,000 | 69 |
Number of other employee benefit and retirement-related accounts | $59,000 | 303 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $139,000 | 249 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 254 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $57,000 | 292 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,000 | 334 |
Personal Trust and Agency Accounts | $0 | 324 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 172 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 317 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $104,000 | 155 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
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 | $223,000 | 385 |
Number of Managed Accounts | $204,000 | 359 |
Personal Trust and Agency Accounts | $2,000 | 395 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 273 |
Employee Benefit-defined Benefit Accounts | $9,000 | 75 |
Number of other employee benefit and retirement-related accounts | $58,000 | 300 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $129,000 | 254 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 251 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $57,000 | 286 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,000 | 339 |
Personal Trust and Agency Accounts | $0 | 326 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 171 |
Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 323 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Custody and Safekeeping Accounts | $108,000 | 152 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 349 |
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 | $220,000 | 565 |
Number of Managed Accounts | $201,000 | 482 |
Personal Trust and Agency Accounts | $2,000 | 1,144 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 378 |
Employee Benefit-defined Benefit Accounts | $11,000 | 77 |
Number of other employee benefit and retirement-related accounts | $53,000 | 403 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $129,000 | 283 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 332 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $52,000 | 388 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $19,000 | 688 |
Personal Trust and Agency Accounts | $0 | 790 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 191 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 678 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $153,000 | 159 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 753 |
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 | $211,000 | 387 |
Number of Managed Accounts | $189,000 | 368 |
Personal Trust and Agency Accounts | $1,000 | 396 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 276 |
Employee Benefit-defined Benefit Accounts | $12,000 | 65 |
Number of other employee benefit and retirement-related accounts | $52,000 | 307 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 264 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 249 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $51,000 | 293 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,000 | 331 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 158 |
Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 319 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $158,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 343 |
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 | $207,000 | 386 |
Number of Managed Accounts | $185,000 | 367 |
Personal Trust and Agency Accounts | $1,000 | 397 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 281 |
Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
Number of other employee benefit and retirement-related accounts | $51,000 | 307 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $115,000 | 264 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 250 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $50,000 | 289 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,000 | 328 |
Personal Trust and Agency Accounts | $0 | 329 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 159 |
Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 321 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $163,000 | 120 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 344 |
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 | $206,000 | 389 |
Number of Managed Accounts | $184,000 | 366 |
Personal Trust and Agency Accounts | $1,000 | 403 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
Employee Benefit-defined Benefit Accounts | $12,000 | 62 |
Number of other employee benefit and retirement-related accounts | $50,000 | 308 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $115,000 | 263 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 251 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $49,000 | 291 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,000 | 331 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 161 |
Employee Benefit-defined Benefit Accounts | $4,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 325 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $161,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 348 |
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 | $202,000 | 601 |
Number of Managed Accounts | $180,000 | 511 |
Personal Trust and Agency Accounts | $1,000 | 1,220 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 399 |
Employee Benefit-defined Benefit Accounts | $12,000 | 66 |
Number of other employee benefit and retirement-related accounts | $54,000 | 387 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $107,000 | 308 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 332 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $53,000 | 363 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $22,000 | 669 |
Personal Trust and Agency Accounts | $0 | 821 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 187 |
Employee Benefit-defined Benefit Accounts | $4,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 704 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda | ||
Custody and Safekeeping Accounts | $162,000 | 153 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 774 |
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 | $247,000 | 362 |
Number of Managed Accounts | $158,000 | 354 |
Personal Trust and Agency Accounts | $1,000 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 278 |
Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
Number of other employee benefit and retirement-related accounts | $45,000 | 296 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $94,000 | 273 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 236 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $44,000 | 281 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $89,000 | 215 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 159 |
Employee Benefit-defined Benefit Accounts | $44,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 171 |
Corporate Trust and Agency Accounts | $0 | 145 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $99,000 | 164 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 332 |
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 | $231,000 | 365 |
Number of Managed Accounts | $142,000 | 359 |
Personal Trust and Agency Accounts | $1,000 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 281 |
Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
Number of other employee benefit and retirement-related accounts | $33,000 | 309 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $90,000 | 271 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 236 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
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 | $89,000 | 216 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 157 |
Employee Benefit-defined Benefit Accounts | $44,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 173 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $98,000 | 168 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 332 |
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 | $231,000 | 367 |
Number of Managed Accounts | $138,000 | 363 |
Personal Trust and Agency Accounts | $1,000 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 281 |
Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
Number of other employee benefit and retirement-related accounts | $31,000 | 311 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $88,000 | 274 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 239 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $30,000 | 288 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $93,000 | 217 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $18,000 | 162 |
Employee Benefit-defined Benefit Accounts | $47,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 177 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $94,000 | 169 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 335 |
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 | $225,000 | 560 |
Number of Managed Accounts | $135,000 | 583 |
Personal Trust and Agency Accounts | $1,000 | 1,249 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 415 |
Employee Benefit-defined Benefit Accounts | $12,000 | 67 |
Number of other employee benefit and retirement-related accounts | $31,000 | 458 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $85,000 | 342 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 331 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $30,000 | 425 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $90,000 | 342 |
Personal Trust and Agency Accounts | $0 | 849 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $18,000 | 193 |
Employee Benefit-defined Benefit Accounts | $46,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 346 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $99,000 | 232 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 778 |
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 | $214,000 | 358 |
Number of Managed Accounts | $124,000 | 351 |
Personal Trust and Agency Accounts | $1,000 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 273 |
Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
Number of other employee benefit and retirement-related accounts | $29,000 | 310 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $76,000 | 278 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 231 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $28,000 | 286 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $90,000 | 210 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $18,000 | 162 |
Employee Benefit-defined Benefit Accounts | $46,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 176 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $89,000 | 168 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 320 |
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 | $209,000 | 357 |
Number of Managed Accounts | $121,000 | 350 |
Personal Trust and Agency Accounts | $1,000 | 374 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 274 |
Employee Benefit-defined Benefit Accounts | $8,000 | 80 |
Number of other employee benefit and retirement-related accounts | $28,000 | 310 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $78,000 | 278 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 228 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $27,000 | 288 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $88,000 | 212 |
Personal Trust and Agency Accounts | $0 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 164 |
Employee Benefit-defined Benefit Accounts | $45,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 180 |
Corporate Trust and Agency Accounts | $0 | 137 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $92,000 | 169 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 323 |
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 | $197,000 | 358 |
Number of Managed Accounts | $103,000 | 349 |
Personal Trust and Agency Accounts | $1,000 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 274 |
Employee Benefit-defined Benefit Accounts | $8,000 | 82 |
Number of other employee benefit and retirement-related accounts | $20,000 | 316 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $68,000 | 285 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 231 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $18,000 | 292 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $94,000 | 204 |
Personal Trust and Agency Accounts | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 164 |
Employee Benefit-defined Benefit Accounts | $51,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 179 |
Corporate Trust and Agency Accounts | $0 | 139 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $88,000 | 173 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
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 | $120,000 | 744 |
Number of Managed Accounts | $92,000 | 676 |
Personal Trust and Agency Accounts | $1,000 | 1,285 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 430 |
Employee Benefit-defined Benefit Accounts | $8,000 | 86 |
Number of other employee benefit and retirement-related accounts | $19,000 | 507 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $62,000 | 408 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 423 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $17,000 | 481 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $28,000 | 629 |
Personal Trust and Agency Accounts | $0 | 861 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 226 |
Employee Benefit-defined Benefit Accounts | $14,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 673 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $101,000 | 222 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 788 |
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 | $105,000 | 380 |
Number of Managed Accounts | $79,000 | 357 |
Personal Trust and Agency Accounts | $1,000 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 274 |
Employee Benefit-defined Benefit Accounts | $8,000 | 83 |
Number of other employee benefit and retirement-related accounts | $17,000 | 316 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $51,000 | 299 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 253 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $15,000 | 293 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $26,000 | 312 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 191 |
Employee Benefit-defined Benefit Accounts | $14,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 294 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $81,000 | 183 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 320 |
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 | $89,000 | 391 |
Number of Managed Accounts | $62,000 | 369 |
Personal Trust and Agency Accounts | $1,000 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 280 |
Employee Benefit-defined Benefit Accounts | $10,000 | 73 |
Number of other employee benefit and retirement-related accounts | $8,000 | 335 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $41,000 | 309 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 250 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $6,000 | 309 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,000 | 310 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 176 |
Employee Benefit-defined Benefit Accounts | $12,000 | 59 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 300 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $72,000 | 194 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
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 | $81,000 | 395 |
Number of Managed Accounts | $66,000 | 372 |
Personal Trust and Agency Accounts | $1,000 | 396 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 189 |
Employee Benefit-defined Benefit Accounts | $10,000 | 73 |
Number of other employee benefit and retirement-related accounts | $5,000 | 344 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $39,000 | 315 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 252 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,000 | 315 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $15,000 | 344 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $12,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 295 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $85,000 | 177 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 324 |
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 | $67,000 | 926 |
Number of Managed Accounts | $52,000 | 831 |
Personal Trust and Agency Accounts | $1,000 | 1,337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 461 |
Employee Benefit-defined Benefit Accounts | $10,000 | 77 |
Number of other employee benefit and retirement-related accounts | $4,000 | 654 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $35,000 | 511 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 427 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,000 | 609 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $15,000 | 805 |
Personal Trust and Agency Accounts | $0 | 899 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 579 |
Employee Benefit-defined Benefit Accounts | $12,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 656 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $86,000 | 260 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 798 |
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 | $68,000 | 383 |
Number of Managed Accounts | $52,000 | 364 |
Personal Trust and Agency Accounts | $1,000 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $10,000 | 74 |
Number of other employee benefit and retirement-related accounts | $3,000 | 333 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $37,000 | 301 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 248 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 308 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,000 | 331 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 264 |
Employee Benefit-defined Benefit Accounts | $12,000 | 64 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 279 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $81,000 | 181 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 306 |
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 | $70,000 | 384 |
Number of Managed Accounts | $42,000 | 367 |
Personal Trust and Agency Accounts | $1,000 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $9,000 | 80 |
Number of other employee benefit and retirement-related accounts | $3,000 | 335 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $28,000 | 310 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 248 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 303 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,000 | 306 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 192 |
Employee Benefit-defined Benefit Accounts | $15,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 282 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $72,000 | 195 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
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 | $71,000 | 391 |
Number of Managed Accounts | $44,000 | 372 |
Personal Trust and Agency Accounts | $1,000 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 280 |
Employee Benefit-defined Benefit Accounts | $9,000 | 79 |
Number of other employee benefit and retirement-related accounts | $3,000 | 341 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $29,000 | 315 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 245 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 305 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,000 | 311 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 180 |
Employee Benefit-defined Benefit Accounts | $12,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $77,000 | 196 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
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 | $69,000 | 947 |
Number of Managed Accounts | $42,000 | 907 |
Personal Trust and Agency Accounts | $1,000 | 1,375 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 413 |
Employee Benefit-defined Benefit Accounts | $9,000 | 85 |
Number of other employee benefit and retirement-related accounts | $3,000 | 690 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $26,000 | 562 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,000 | 403 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,000 | 623 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $27,000 | 698 |
Personal Trust and Agency Accounts | $0 | 925 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 230 |
Employee Benefit-defined Benefit Accounts | $12,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 743 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $87,000 | 267 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# 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 | $71,000 | 382 |
Number of Managed Accounts | $42,000 | 362 |
Personal Trust and Agency Accounts | $1,000 | 371 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 257 |
Employee Benefit-defined Benefit Accounts | $9,000 | 75 |
Number of other employee benefit and retirement-related accounts | $3,000 | 327 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $27,000 | 318 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,000 | 297 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 176 |
Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 292 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $100,000 | 165 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $73,000 | 389 |
Number of Managed Accounts | $43,000 | 369 |
Personal Trust and Agency Accounts | $1,000 | 378 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 286 |
Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
Number of other employee benefit and retirement-related accounts | $4,000 | 328 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $28,000 | 324 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $30,000 | 298 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 184 |
Employee Benefit-defined Benefit Accounts | $12,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 287 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $100,000 | 175 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $72,000 | 388 |
Number of Managed Accounts | $42,000 | 371 |
Personal Trust and Agency Accounts | $1,000 | 379 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
Employee Benefit-defined Benefit Accounts | $9,000 | 80 |
Number of other employee benefit and retirement-related accounts | $4,000 | 331 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $27,000 | 327 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $30,000 | 296 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 187 |
Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 288 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Custody and Safekeeping Accounts | $47,000 | 253 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $70,000 | 959 |
Number of Managed Accounts | $41,000 | 934 |
Personal Trust and Agency Accounts | $1,000 | 1,411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 496 |
Employee Benefit-defined Benefit Accounts | $9,000 | 85 |
Number of other employee benefit and retirement-related accounts | $4,000 | 664 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $26,000 | 601 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,000 | 677 |
Personal Trust and Agency Accounts | $0 | 952 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 241 |
Employee Benefit-defined Benefit Accounts | $12,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 753 |
Corporate Trust and Agency Accounts | $0 | 375 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $101,000 | 238 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $72,000 | 412 |
Number of Managed Accounts | $38,000 | 399 |
Personal Trust and Agency Accounts | $1,000 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 302 |
Employee Benefit-defined Benefit Accounts | $9,000 | 78 |
Number of other employee benefit and retirement-related accounts | $4,000 | 356 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $23,000 | 355 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $34,000 | 309 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 177 |
Employee Benefit-defined Benefit Accounts | $12,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 305 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $79,000 | 207 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $61,000 | 423 |
Number of Managed Accounts | $32,000 | 406 |
Personal Trust and Agency Accounts | $1,000 | 408 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 304 |
Employee Benefit-defined Benefit Accounts | $8,000 | 91 |
Number of other employee benefit and retirement-related accounts | $2,000 | 369 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $20,000 | 361 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,000 | 320 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 205 |
Employee Benefit-defined Benefit Accounts | $12,000 | 69 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 306 |
Corporate Trust and Agency Accounts | $0 | 177 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $78,000 | 212 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $61,000 | 427 |
Number of Managed Accounts | $32,000 | 409 |
Personal Trust and Agency Accounts | $1,000 | 420 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 307 |
Employee Benefit-defined Benefit Accounts | $8,000 | 89 |
Number of other employee benefit and retirement-related accounts | $2,000 | 377 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $20,000 | 369 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,000 | 322 |
Personal Trust and Agency Accounts | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 211 |
Employee Benefit-defined Benefit Accounts | $12,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 302 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $79,000 | 208 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $59,000 | 1,022 |
Number of Managed Accounts | $28,000 | 1,038 |
Personal Trust and Agency Accounts | $1,000 | 1,469 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 519 |
Employee Benefit-defined Benefit Accounts | $8,000 | 98 |
Number of other employee benefit and retirement-related accounts | $2,000 | 720 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $16,000 | 677 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $31,000 | 674 |
Personal Trust and Agency Accounts | $0 | 976 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 270 |
Employee Benefit-defined Benefit Accounts | $12,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 640 |
Corporate Trust and Agency Accounts | $0 | 389 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda | ||
Custody and Safekeeping Accounts | $81,000 | 284 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
Number of Managed Accounts | $0 | 421 |
Personal Trust and Agency Accounts | $0 | 406 |
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 | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 417 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 332 |
Corporate Trust and Agency Accounts | $0 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 393 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
Number of Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 414 |
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 | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 385 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 355 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 402 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
Number of Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 415 |
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 | $0 | 374 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $0 | 386 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 425 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 333 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 190 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 400 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,000 | 1,220 |
Number of Managed Accounts | $17,000 | 1,168 |
Personal Trust and Agency Accounts | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 560 |
Employee Benefit-defined Benefit Accounts | $6,000 | 126 |
Number of other employee benefit and retirement-related accounts | $1,000 | 746 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $9,000 | 736 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,000 | 870 |
Personal Trust and Agency Accounts | $0 | 991 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 667 |
Corporate Trust and Agency Accounts | $0 | 403 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $72,000 | 314 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
Number of Managed Accounts | $0 | 409 |
Personal Trust and Agency Accounts | $0 | 398 |
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 | $0 | 356 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $0 | 365 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 409 |
Personal Trust and Agency Accounts | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 389 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
Number of Managed Accounts | $0 | 413 |
Personal Trust and Agency Accounts | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 248 |
Number of other employee benefit and retirement-related accounts | $0 | 358 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 369 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 412 |
Personal Trust and Agency Accounts | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 326 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 396 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
Number of Managed Accounts | $0 | 437 |
Personal Trust and Agency Accounts | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 337 |
Employee Benefit-defined Benefit Accounts | $0 | 249 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 406 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $22,000 | 1,332 |
Number of Managed Accounts | $11,000 | 1,310 |
Personal Trust and Agency Accounts | $0 | 1,622 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 603 |
Employee Benefit-defined Benefit Accounts | $3,000 | 201 |
Number of other employee benefit and retirement-related accounts | $1,000 | 767 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $6,000 | 798 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,000 | 969 |
Personal Trust and Agency Accounts | $0 | 1,023 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,000 | 367 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 714 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda | ||
Custody and Safekeeping Accounts | $67,000 | 339 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
Number of Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $0 | 370 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 414 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
Corporate Trust and Agency Accounts | $0 | 200 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 397 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
Number of Managed Accounts | $0 | 435 |
Personal Trust and Agency Accounts | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $0 | 384 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 431 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 346 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $0 | 372 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $0 | 383 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 342 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $18,000 | 1,398 |
Number of Managed Accounts | $9,000 | 1,356 |
Personal Trust and Agency Accounts | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 617 |
Employee Benefit-defined Benefit Accounts | $3,000 | 203 |
Number of other employee benefit and retirement-related accounts | $1,000 | 750 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $4,000 | 815 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,000 | 1,002 |
Personal Trust and Agency Accounts | $0 | 1,017 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 406 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 714 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda | ||
Custody and Safekeeping Accounts | $47,000 | 426 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
Number of Managed Accounts | $0 | 424 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 367 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 334 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
Corporate Trust and Agency Accounts | $0 | 201 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 404 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
Number of Managed Accounts | $0 | 429 |
Personal Trust and Agency Accounts | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $0 | 372 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 432 |
Personal Trust and Agency Accounts | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
Corporate Trust and Agency Accounts | $0 | 206 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 409 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 364 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 205 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 417 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $10,000 | 1,557 |
Number of Managed Accounts | $5,000 | 1,513 |
Personal Trust and Agency Accounts | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 794 |
Employee Benefit-defined Benefit Accounts | $2,000 | 241 |
Number of other employee benefit and retirement-related accounts | $1,000 | 743 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $2,000 | 872 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,000 | 1,119 |
Personal Trust and Agency Accounts | $0 | 1,047 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 478 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 816 |
Corporate Trust and Agency Accounts | $0 | 460 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Custody and Safekeeping Accounts | $44,000 | 476 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Personal Trust and Agency Accounts | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 351 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 430 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 353 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $0 | 387 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 448 |
Personal Trust and Agency Accounts | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 354 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 431 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Personal Trust and Agency Accounts | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $0 | 377 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 460 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 442 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
Number of Managed Accounts | $0 | 1,796 |
Personal Trust and Agency Accounts | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 834 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $0 | 820 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $0 | 941 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,465 |
Personal Trust and Agency Accounts | $0 | 1,072 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
Corporate Trust and Agency Accounts | $0 | 452 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,048 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
Number of Managed Accounts | $0 | 1,766 |
Personal Trust and Agency Accounts | $0 | 1,716 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 815 |
Employee Benefit-defined Benefit Accounts | $0 | 447 |
Number of other employee benefit and retirement-related accounts | $0 | 769 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $0 | 858 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,385 |
Personal Trust and Agency Accounts | $0 | 999 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 726 |
Employee Benefit-defined Benefit Accounts | $0 | 284 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 833 |
Corporate Trust and Agency Accounts | $0 | 450 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 971 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |