Home > First Bank, Upper Michigan > Number of Fiduciary and Related Asset Accounts
First Bank, Upper Michigan, Number of Fiduciary and Related Asset Accounts
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $622,000 | 325 |
Number of Managed Accounts | $516,000 | 314 |
Personal Trust and Agency Accounts | $98,000 | 429 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 412 |
Employee Benefit-defined Benefit Accounts | $0 | 229 |
Number of other employee benefit and retirement-related accounts | $165,000 | 313 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $177,000 | 263 |
Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 95 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 271 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $106,000 | 250 |
Personal Trust and Agency Accounts | $11,000 | 332 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 140 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 234 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 95 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 72 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 545 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 279 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $617,000 | 278 |
Number of Managed Accounts | $507,000 | 264 |
Personal Trust and Agency Accounts | $100,000 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number of other employee benefit and retirement-related accounts | $165,000 | 252 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $171,000 | 231 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 94 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 215 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $110,000 | 187 |
Personal Trust and Agency Accounts | $11,000 | 200 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 129 |
Employee Benefit-defined Benefit Accounts | $0 | 158 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 120 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 80 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 61 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 326 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 186 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $620,000 | 310 |
Number of Managed Accounts | $517,000 | 297 |
Personal Trust and Agency Accounts | $106,000 | 347 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $167,000 | 287 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $174,000 | 256 |
Number of foundation and endowment trust and agency accounts, managed assets | $70,000 | 96 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $167,000 | 250 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $103,000 | 214 |
Personal Trust and Agency Accounts | $11,000 | 224 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 138 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 178 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 90 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 64 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 381 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 219 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $615,000 | 289 |
Number of Managed Accounts | $511,000 | 274 |
Personal Trust and Agency Accounts | $106,000 | 306 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 248 |
Employee Benefit-defined Benefit Accounts | $0 | 171 |
Number of other employee benefit and retirement-related accounts | $163,000 | 228 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $173,000 | 237 |
Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 102 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $163,000 | 226 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $104,000 | 195 |
Personal Trust and Agency Accounts | $11,000 | 189 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 130 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 122 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 60 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 331 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 155 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $603,000 | 340 |
Number of Managed Accounts | $500,000 | 324 |
Personal Trust and Agency Accounts | $107,000 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 390 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $162,000 | 287 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $164,000 | 278 |
Number of foundation and endowment trust and agency accounts, managed assets | $67,000 | 109 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $162,000 | 279 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $103,000 | 256 |
Personal Trust and Agency Accounts | $10,000 | 333 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 147 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 198 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 54 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 562 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 257 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $600,000 | 302 |
Number of Managed Accounts | $495,000 | 283 |
Personal Trust and Agency Accounts | $117,000 | 305 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 260 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number of other employee benefit and retirement-related accounts | $159,000 | 234 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $160,000 | 248 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 118 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $159,000 | 232 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $105,000 | 195 |
Personal Trust and Agency Accounts | $11,000 | 190 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 137 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 130 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 64 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 344 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 162 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $605,000 | 291 |
Number of Managed Accounts | $498,000 | 282 |
Personal Trust and Agency Accounts | $120,000 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 285 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number of other employee benefit and retirement-related accounts | $158,000 | 257 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $161,000 | 254 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 112 |
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 | $158,000 | 255 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $107,000 | 188 |
Personal Trust and Agency Accounts | $11,000 | 200 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 138 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 59 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 374 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 172 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $608,000 | 265 |
Number of Managed Accounts | $501,000 | 256 |
Personal Trust and Agency Accounts | $125,000 | 272 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 250 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $158,000 | 224 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $159,000 | 231 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 108 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $158,000 | 222 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $107,000 | 176 |
Personal Trust and Agency Accounts | $10,000 | 178 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 122 |
Employee Benefit-defined Benefit Accounts | $0 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 122 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $39,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 54 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 318 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 153 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $605,000 | 305 |
Number of Managed Accounts | $495,000 | 292 |
Personal Trust and Agency Accounts | $126,000 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 389 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $157,000 | 279 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $153,000 | 265 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 111 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 553 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $110,000 | 230 |
Personal Trust and Agency Accounts | $10,000 | 333 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 136 |
Employee Benefit-defined Benefit Accounts | $0 | 144 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $41,000 | 45 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 60 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 645 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 639 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $614,000 | 263 |
Number of Managed Accounts | $502,000 | 254 |
Personal Trust and Agency Accounts | $134,000 | 261 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $156,000 | 223 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $152,000 | 233 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 103 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $156,000 | 221 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $112,000 | 168 |
Personal Trust and Agency Accounts | $11,000 | 173 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 125 |
Employee Benefit-defined Benefit Accounts | $0 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $42,000 | 38 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 55 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 304 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 155 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $609,000 | 286 |
Number of Managed Accounts | $490,000 | 282 |
Personal Trust and Agency Accounts | $126,000 | 302 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $0 | 191 |
Number of other employee benefit and retirement-related accounts | $155,000 | 251 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $149,000 | 257 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 111 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $155,000 | 250 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $119,000 | 174 |
Personal Trust and Agency Accounts | $17,000 | 168 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 137 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 35 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 60 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 353 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 174 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $610,000 | 263 |
Number of Managed Accounts | $486,000 | 260 |
Personal Trust and Agency Accounts | $127,000 | 268 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number of other employee benefit and retirement-related accounts | $154,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $145,000 | 242 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 107 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $154,000 | 225 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $124,000 | 167 |
Personal Trust and Agency Accounts | $17,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
Employee Benefit-defined Benefit Accounts | $0 | 120 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 130 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $46,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 56 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 306 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 160 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $619,000 | 292 |
Number of Managed Accounts | $491,000 | 288 |
Personal Trust and Agency Accounts | $131,000 | 333 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 401 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $152,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $148,000 | 266 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 110 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $152,000 | 271 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $128,000 | 216 |
Personal Trust and Agency Accounts | $19,000 | 249 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 144 |
Employee Benefit-defined Benefit Accounts | $0 | 150 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 209 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $48,000 | 44 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 66 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 556 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 267 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $623,000 | 257 |
Number of Managed Accounts | $493,000 | 255 |
Personal Trust and Agency Accounts | $136,000 | 259 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 256 |
Employee Benefit-defined Benefit Accounts | $0 | 178 |
Number of other employee benefit and retirement-related accounts | $151,000 | 224 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $146,000 | 239 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 103 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $151,000 | 222 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $130,000 | 166 |
Personal Trust and Agency Accounts | $19,000 | 144 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
Employee Benefit-defined Benefit Accounts | $0 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 38 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 57 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 304 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 163 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $624,000 | 277 |
Number of Managed Accounts | $493,000 | 274 |
Personal Trust and Agency Accounts | $140,000 | 284 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $150,000 | 248 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $143,000 | 260 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 109 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $150,000 | 243 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $131,000 | 175 |
Personal Trust and Agency Accounts | $20,000 | 157 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 138 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 142 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 62 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 350 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 176 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $629,000 | 257 |
Number of Managed Accounts | $496,000 | 255 |
Personal Trust and Agency Accounts | $142,000 | 253 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number of other employee benefit and retirement-related accounts | $149,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $145,000 | 237 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 102 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 224 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $133,000 | 170 |
Personal Trust and Agency Accounts | $21,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 132 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 59 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 309 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 164 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $617,000 | 295 |
Number of Managed Accounts | $485,000 | 290 |
Personal Trust and Agency Accounts | $138,000 | 321 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 411 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $144,000 | 283 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $143,000 | 267 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 106 |
Other Fiduciary Accounts | $0 | 226 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $144,000 | 274 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $132,000 | 227 |
Personal Trust and Agency Accounts | $20,000 | 243 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 148 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 44 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 553 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 262 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $625,000 | 259 |
Number of Managed Accounts | $492,000 | 257 |
Personal Trust and Agency Accounts | $145,000 | 252 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 259 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $147,000 | 224 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $140,000 | 237 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 101 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $147,000 | 221 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $133,000 | 167 |
Personal Trust and Agency Accounts | $20,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 129 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $49,000 | 44 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 62 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 314 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 162 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $631,000 | 272 |
Number of Managed Accounts | $497,000 | 272 |
Personal Trust and Agency Accounts | $151,000 | 266 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $150,000 | 242 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $136,000 | 257 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 104 |
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 | $150,000 | 238 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $134,000 | 171 |
Personal Trust and Agency Accounts | $20,000 | 147 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 134 |
Employee Benefit-defined Benefit Accounts | $0 | 133 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 141 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 43 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 63 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 344 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 178 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $634,000 | 274 |
Number of Managed Accounts | $502,000 | 273 |
Personal Trust and Agency Accounts | $149,000 | 269 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 282 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $154,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $140,000 | 252 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 106 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $154,000 | 240 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $132,000 | 176 |
Personal Trust and Agency Accounts | $19,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 140 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 145 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 66 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 348 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 180 |
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 | $628,000 | 293 |
Number of Managed Accounts | $497,000 | 288 |
Personal Trust and Agency Accounts | $146,000 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 325 |
Employee Benefit-defined Benefit Accounts | $0 | 267 |
Number of other employee benefit and retirement-related accounts | $156,000 | 267 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $138,000 | 268 |
Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 110 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $156,000 | 257 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $131,000 | 227 |
Personal Trust and Agency Accounts | $20,000 | 248 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 150 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 225 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 46 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 71 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 563 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 283 |
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 | $610,000 | 274 |
Number of Managed Accounts | $500,000 | 269 |
Personal Trust and Agency Accounts | $152,000 | 267 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 258 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number of other employee benefit and retirement-related accounts | $155,000 | 237 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $136,000 | 250 |
Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 107 |
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 | $155,000 | 233 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $110,000 | 190 |
Personal Trust and Agency Accounts | $19,000 | 157 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 143 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 44 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 70 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 348 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 182 |
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 | $628,000 | 276 |
Number of Managed Accounts | $513,000 | 267 |
Personal Trust and Agency Accounts | $158,000 | 269 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 215 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $155,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $142,000 | 252 |
Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 108 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $155,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $115,000 | 192 |
Personal Trust and Agency Accounts | $19,000 | 158 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 269 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 138 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 44 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 64 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 352 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 174 |
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 | $632,000 | 279 |
Number of Managed Accounts | $518,000 | 268 |
Personal Trust and Agency Accounts | $161,000 | 268 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 216 |
Employee Benefit-defined Benefit Accounts | $0 | 204 |
Number of other employee benefit and retirement-related accounts | $158,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $144,000 | 253 |
Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 112 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $158,000 | 233 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $114,000 | 195 |
Personal Trust and Agency Accounts | $20,000 | 160 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 274 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 141 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 41 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 75 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 353 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 179 |
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 | $629,000 | 301 |
Number of Managed Accounts | $517,000 | 278 |
Personal Trust and Agency Accounts | $151,000 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 226 |
Employee Benefit-defined Benefit Accounts | $0 | 275 |
Number of other employee benefit and retirement-related accounts | $161,000 | 263 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $147,000 | 264 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 115 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $161,000 | 252 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $112,000 | 257 |
Personal Trust and Agency Accounts | $20,000 | 254 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 413 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 226 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 45 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 85 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 581 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 283 |
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 | $325,000 | 351 |
Number of Managed Accounts | $277,000 | 339 |
Personal Trust and Agency Accounts | $59,000 | 356 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $11,000 | 156 |
Employee Benefit-defined Benefit Accounts | $0 | 206 |
Number of other employee benefit and retirement-related accounts | $113,000 | 258 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $86,000 | 294 |
Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 234 |
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 | $113,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $48,000 | 268 |
Personal Trust and Agency Accounts | $10,000 | 198 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 157 |
Employee Benefit-defined Benefit Accounts | $0 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 222 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 100 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $23,000 | 268 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 257 |
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 | $333,000 | 348 |
Number of Managed Accounts | $285,000 | 333 |
Personal Trust and Agency Accounts | $62,000 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 135 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $112,000 | 263 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $87,000 | 294 |
Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 235 |
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 | $112,000 | 254 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $48,000 | 265 |
Personal Trust and Agency Accounts | $10,000 | 196 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 167 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 210 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 98 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 113 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $23,000 | 265 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 249 |
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 | $347,000 | 347 |
Number of Managed Accounts | $289,000 | 335 |
Personal Trust and Agency Accounts | $63,000 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $16,000 | 141 |
Employee Benefit-defined Benefit Accounts | $0 | 208 |
Number of other employee benefit and retirement-related accounts | $113,000 | 261 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $88,000 | 290 |
Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 239 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $113,000 | 253 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $58,000 | 250 |
Personal Trust and Agency Accounts | $10,000 | 192 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 135 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 220 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 94 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,103,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 255 |
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 | $329,000 | 432 |
Number of Managed Accounts | $295,000 | 382 |
Personal Trust and Agency Accounts | $65,000 | 556 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 146 |
Employee Benefit-defined Benefit Accounts | $0 | 281 |
Number of other employee benefit and retirement-related accounts | $115,000 | 293 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $89,000 | 333 |
Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 294 |
Other Fiduciary Accounts | $1,000 | 179 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $115,000 | 277 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $34,000 | 501 |
Personal Trust and Agency Accounts | $10,000 | 359 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 298 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 416 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 137 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 128 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,107,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 490 |
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 | $328,000 | 356 |
Number of Managed Accounts | $292,000 | 330 |
Personal Trust and Agency Accounts | $67,000 | 357 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 130 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $111,000 | 256 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $86,000 | 285 |
Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 235 |
Other Fiduciary Accounts | $1,000 | 103 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $111,000 | 244 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $36,000 | 297 |
Personal Trust and Agency Accounts | $10,000 | 203 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 223 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 235 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 94 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,116,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 269 |
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 | $342,000 | 354 |
Number of Managed Accounts | $292,000 | 329 |
Personal Trust and Agency Accounts | $69,000 | 357 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $109,000 | 258 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $85,000 | 289 |
Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 229 |
Other Fiduciary Accounts | $1,000 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $109,000 | 247 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $50,000 | 274 |
Personal Trust and Agency Accounts | $10,000 | 199 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 163 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 232 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 94 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 114 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,130,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 267 |
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 | $335,000 | 357 |
Number of Managed Accounts | $296,000 | 330 |
Personal Trust and Agency Accounts | $71,000 | 358 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 133 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $107,000 | 264 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $88,000 | 287 |
Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 222 |
Other Fiduciary Accounts | $1,000 | 114 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $107,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $39,000 | 289 |
Personal Trust and Agency Accounts | $10,000 | 199 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 226 |
Employee Benefit-defined Benefit Accounts | $0 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 225 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 117 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,156,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 260 |
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 | $340,000 | 437 |
Number of Managed Accounts | $299,000 | 387 |
Personal Trust and Agency Accounts | $74,000 | 530 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 133 |
Employee Benefit-defined Benefit Accounts | $0 | 299 |
Number of other employee benefit and retirement-related accounts | $107,000 | 301 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $87,000 | 343 |
Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 271 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $107,000 | 284 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $41,000 | 484 |
Personal Trust and Agency Accounts | $10,000 | 368 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 291 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 416 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 113 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 138 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,155,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 492 |
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 | $354,000 | 348 |
Number of Managed Accounts | $300,000 | 328 |
Personal Trust and Agency Accounts | $74,000 | 348 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 128 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $107,000 | 264 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $87,000 | 288 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 214 |
Other Fiduciary Accounts | $1,000 | 107 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $107,000 | 254 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $54,000 | 264 |
Personal Trust and Agency Accounts | $10,000 | 198 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 166 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 220 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 118 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,176,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 254 |
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 | $351,000 | 351 |
Number of Managed Accounts | $302,000 | 329 |
Personal Trust and Agency Accounts | $73,000 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 122 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $107,000 | 265 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $88,000 | 285 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 216 |
Other Fiduciary Accounts | $1,000 | 107 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $107,000 | 254 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $49,000 | 273 |
Personal Trust and Agency Accounts | $10,000 | 199 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 168 |
Employee Benefit-defined Benefit Accounts | $0 | 141 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 228 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 92 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 121 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,381,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 261 |
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 | $347,000 | 356 |
Number of Managed Accounts | $298,000 | 332 |
Personal Trust and Agency Accounts | $71,000 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 132 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $104,000 | 263 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $90,000 | 284 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 214 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $104,000 | 249 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $49,000 | 275 |
Personal Trust and Agency Accounts | $10,000 | 204 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 165 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 233 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 95 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 119 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,277,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 267 |
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 | $339,000 | 449 |
Number of Managed Accounts | $288,000 | 400 |
Personal Trust and Agency Accounts | $71,000 | 557 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 140 |
Employee Benefit-defined Benefit Accounts | $0 | 307 |
Number of other employee benefit and retirement-related accounts | $97,000 | 313 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $88,000 | 350 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 252 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $97,000 | 297 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $51,000 | 454 |
Personal Trust and Agency Accounts | $10,000 | 396 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 199 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 411 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 126 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 144 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,296,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,312,000 | 27 |
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 | $339,000 | 359 |
Number of Managed Accounts | $290,000 | 335 |
Personal Trust and Agency Accounts | $75,000 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 132 |
Employee Benefit-defined Benefit Accounts | $0 | 224 |
Number of other employee benefit and retirement-related accounts | $95,000 | 266 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $87,000 | 285 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 214 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $95,000 | 252 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $49,000 | 275 |
Personal Trust and Agency Accounts | $10,000 | 204 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 177 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 220 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 93 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 121 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,309,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,324,000 | 27 |
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 | $334,000 | 362 |
Number of Managed Accounts | $288,000 | 338 |
Personal Trust and Agency Accounts | $75,000 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 131 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $94,000 | 266 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $86,000 | 285 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 213 |
Other Fiduciary Accounts | $1,000 | 102 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $46,000 | 280 |
Personal Trust and Agency Accounts | $10,000 | 206 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 179 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 225 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 100 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 120 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,330,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,344,000 | 27 |
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 | $336,000 | 366 |
Number of Managed Accounts | $290,000 | 342 |
Personal Trust and Agency Accounts | $72,000 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 131 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $96,000 | 265 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $88,000 | 286 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 211 |
Other Fiduciary Accounts | $1,000 | 102 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 249 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $46,000 | 279 |
Personal Trust and Agency Accounts | $10,000 | 205 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 189 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 231 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 93 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 115 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,315,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,328,000 | 28 |
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 | $326,000 | 465 |
Number of Managed Accounts | $289,000 | 404 |
Personal Trust and Agency Accounts | $73,000 | 553 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $23,000 | 134 |
Employee Benefit-defined Benefit Accounts | $0 | 320 |
Number of other employee benefit and retirement-related accounts | $93,000 | 313 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $87,000 | 341 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 252 |
Other Fiduciary Accounts | $2,000 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $93,000 | 291 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $37,000 | 529 |
Personal Trust and Agency Accounts | $11,000 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 446 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 141 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 140 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,247,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 475 |
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 | $0 | 406 |
Number of Managed Accounts | $0 | 391 |
Personal Trust and Agency Accounts | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 302 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 360 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $0 | 359 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 336 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 390 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
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 | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 410 |
Number of Managed Accounts | $0 | 395 |
Personal Trust and Agency Accounts | $0 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 365 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $0 | 360 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 334 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 391 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
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 | $0 | 371 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 414 |
Number of Managed Accounts | $0 | 400 |
Personal Trust and Agency Accounts | $0 | 395 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $0 | 367 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $0 | 363 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 334 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 394 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
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 | $0 | 374 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $321,000 | 470 |
Number of Managed Accounts | $289,000 | 403 |
Personal Trust and Agency Accounts | $74,000 | 562 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $27,000 | 127 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $90,000 | 312 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $83,000 | 348 |
Number of foundation and endowment trust and agency accounts, managed assets | $12,000 | 234 |
Other Fiduciary Accounts | $3,000 | 132 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $90,000 | 283 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $32,000 | 585 |
Personal Trust and Agency Accounts | $11,000 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 550 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 456 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 163 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,268,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 487 |
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 | $0 | 391 |
Number of Managed Accounts | $0 | 377 |
Personal Trust and Agency Accounts | $0 | 375 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 212 |
Number of other employee benefit and retirement-related accounts | $0 | 349 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $0 | 344 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 373 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 147 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 314 |
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 | $0 | 356 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 393 |
Number of Managed Accounts | $0 | 379 |
Personal Trust and Agency Accounts | $0 | 380 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $0 | 352 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $0 | 348 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 373 |
Personal Trust and Agency Accounts | $0 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 289 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 322 |
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 | $0 | 361 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 395 |
Number of Managed Accounts | $0 | 379 |
Personal Trust and Agency Accounts | $0 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number of other employee benefit and retirement-related accounts | $0 | 351 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $0 | 346 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 372 |
Personal Trust and Agency Accounts | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 286 |
Employee Benefit-defined Benefit Accounts | $0 | 149 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 319 |
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 | $0 | 361 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $319,000 | 470 |
Number of Managed Accounts | $287,000 | 394 |
Personal Trust and Agency Accounts | $74,000 | 555 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $31,000 | 122 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $89,000 | 302 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $81,000 | 350 |
Number of foundation and endowment trust and agency accounts, managed assets | $10,000 | 244 |
Other Fiduciary Accounts | $2,000 | 148 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $89,000 | 278 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $32,000 | 592 |
Personal Trust and Agency Accounts | $12,000 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 562 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 468 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 163 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,336,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 553 |
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 | $0 | 417 |
Number of Managed Accounts | $0 | 397 |
Personal Trust and Agency Accounts | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 352 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $0 | 358 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 320 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 395 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 153 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
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 | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 423 |
Number of Managed Accounts | $0 | 403 |
Personal Trust and Agency Accounts | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 223 |
Number of other employee benefit and retirement-related accounts | $0 | 358 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 362 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 322 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 400 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
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 | $0 | 372 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 428 |
Number of Managed Accounts | $0 | 410 |
Personal Trust and Agency Accounts | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 363 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 368 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 404 |
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 | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
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 | $0 | 376 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $316,000 | 484 |
Number of Managed Accounts | $296,000 | 399 |
Personal Trust and Agency Accounts | $81,000 | 548 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $31,000 | 135 |
Employee Benefit-defined Benefit Accounts | $0 | 357 |
Number of other employee benefit and retirement-related accounts | $91,000 | 299 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $83,000 | 352 |
Number of foundation and endowment trust and agency accounts, managed assets | $8,000 | 272 |
Other Fiduciary Accounts | $2,000 | 165 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $91,000 | 262 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $20,000 | 742 |
Personal Trust and Agency Accounts | $8,000 | 470 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 579 |
Employee Benefit-defined Benefit Accounts | $0 | 217 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 541 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 238 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 699 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 607 |
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 | $0 | 412 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 386 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 232 |
Number of other employee benefit and retirement-related accounts | $0 | 349 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 354 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 312 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 391 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 151 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
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 | $0 | 370 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 414 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $0 | 356 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 394 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
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 | $0 | 370 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $0 | 421 |
Number of Managed Accounts | $0 | 397 |
Personal Trust and Agency Accounts | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 356 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $0 | 359 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 401 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 313 |
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 | $0 | 377 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $302,000 | 506 |
Number of Managed Accounts | $281,000 | 401 |
Personal Trust and Agency Accounts | $160,000 | 337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $34,000 | 131 |
Employee Benefit-defined Benefit Accounts | $0 | 372 |
Number of other employee benefit and retirement-related accounts | $76,000 | 327 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $0 | 836 |
Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 240 |
Other Fiduciary Accounts | $2,000 | 167 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 655 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $21,000 | 753 |
Personal Trust and Agency Accounts | $12,000 | 417 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 596 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 549 |
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 | $5,000 | 705 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 542 |
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 | $0 | 409 |
Number of Managed Accounts | $0 | 386 |
Personal Trust and Agency Accounts | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 342 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $0 | 353 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 386 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 306 |
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 | $0 | 362 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
Number of Managed Accounts | $0 | 392 |
Personal Trust and Agency Accounts | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 305 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $0 | 346 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $0 | 360 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
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 | $0 | 375 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
Number of Managed Accounts | $0 | 395 |
Personal Trust and Agency Accounts | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $0 | 348 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $0 | 362 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
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 | $0 | 378 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $314,000 | 506 |
Number of Managed Accounts | $314,000 | 386 |
Personal Trust and Agency Accounts | $94,000 | 519 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $125,000 | 41 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $0 | 777 |
Corporate Trust and Agency Accounts | $2,000 | 168 |
Number of managed investment management and investment advisory agency accounts | $90,000 | 362 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 154 |
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 | 1,251 |
Personal Trust and Agency Accounts | $0 | 952 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 603 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 812 |
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 | $6,000 | 694 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
Number of Managed Accounts | $0 | 419 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $0 | 375 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $0 | 390 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 421 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 313 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 330 |
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 | $0 | 397 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
Number of Managed Accounts | $0 | 425 |
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 | 241 |
Number of other employee benefit and retirement-related accounts | $0 | 382 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 394 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
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 | $0 | 401 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
Number of Managed Accounts | $0 | 434 |
Personal Trust and Agency Accounts | $0 | 425 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $0 | 388 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $0 | 400 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 342 |
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 | $0 | 408 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $341,000 | 486 |
Number of Managed Accounts | $341,000 | 367 |
Personal Trust and Agency Accounts | $104,000 | 497 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $135,000 | 41 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $0 | 791 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $97,000 | 352 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 146 |
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 | 1,300 |
Personal Trust and Agency Accounts | $0 | 976 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 860 |
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 | $6,000 | 720 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $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 | 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 | 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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $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 | 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 | 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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $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 | 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 | 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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $337,000 | 473 |
Number of Managed Accounts | $326,000 | 369 |
Personal Trust and Agency Accounts | $98,000 | 524 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $129,000 | 52 |
Employee Benefit-defined Benefit Accounts | $0 | 426 |
Number of other employee benefit and retirement-related accounts | $0 | 788 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $96,000 | 352 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 170 |
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 | $11,000 | 924 |
Personal Trust and Agency Accounts | $4,000 | 670 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 409 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 854 |
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 | $2,000 | 198 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 784 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $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 | 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 | 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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $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 | 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 | 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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $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 | 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 | 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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $350,000 | 481 |
Number of Managed Accounts | $335,000 | 379 |
Personal Trust and Agency Accounts | $204,000 | 319 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $128,000 | 57 |
Employee Benefit-defined Benefit Accounts | $0 | 446 |
Number of other employee benefit and retirement-related accounts | $0 | 819 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $0 | 919 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 190 |
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 | $15,000 | 900 |
Personal Trust and Agency Accounts | $4,000 | 687 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $1,000 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 974 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $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 | $314,000 | 518 |
Number of Managed Accounts | $301,000 | 401 |
Personal Trust and Agency Accounts | $89,000 | 561 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 158 |
Employee Benefit-defined Benefit Accounts | $2,000 | 244 |
Number of other employee benefit and retirement-related accounts | $84,000 | 261 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $86,000 | 363 |
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 | $13,000 | 924 |
Personal Trust and Agency Accounts | $6,000 | 599 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 473 |
Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
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 | $11,000 | 714 |
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 | $301,000 | 539 |
Number of Managed Accounts | $290,000 | 418 |
Personal Trust and Agency Accounts | $90,000 | 584 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 204 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $93,000 | 232 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $74,000 | 384 |
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 | $11,000 | 981 |
Personal Trust and Agency Accounts | $5,000 | 646 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 727 |
Employee Benefit-defined Benefit Accounts | $2,000 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 716 |
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 | $5,000 | 839 |
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 | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $269,000 | 605 |
Number of Managed Accounts | $260,000 | 471 |
Personal Trust and Agency Accounts | $145,000 | 441 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $114,000 | 90 |
Employee Benefit-defined Benefit Accounts | $1,000 | 329 |
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 | $9,000 | 1,042 |
Personal Trust and Agency Accounts | $5,000 | 673 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 498 |
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 | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $251,000 | 594 |
Number of Managed Accounts | $239,000 | 472 |
Personal Trust and Agency Accounts | $127,000 | 472 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $111,000 | 111 |
Employee Benefit-defined Benefit Accounts | $1,000 | 308 |
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 | $12,000 | 940 |
Personal Trust and Agency Accounts | $7,000 | 574 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 456 |
Employee Benefit-defined Benefit Accounts | $0 | 284 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 833 |
Corporate Trust and Agency Accounts | $0 | 450 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 971 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |