Home > First-Citizens Bank & Trust Company > Number of Fiduciary and Related Asset Accounts
First-Citizens Bank & Trust Company, 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 | $5,931,000 | 59 |
Number of Managed Accounts | $5,435,000 | 43 |
Personal Trust and Agency Accounts | $1,382,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $187,000 | 60 |
Employee Benefit-defined Benefit Accounts | $54,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,226,000 | 84 |
Corporate Trust and Agency Accounts | $10,000 | 45 |
Number of managed investment management and investment advisory agency accounts | $2,143,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $433,000 | 21 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,212,000 | 59 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $496,000 | 88 |
Personal Trust and Agency Accounts | $77,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $143,000 | 41 |
Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $45,000 | 211 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $176,000 | 19 |
Number (#) individual retirement, health savings, and other similar accounts | $53,000 | 13 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda | ||
Custody and Safekeeping Accounts | $362,000 | 94 |
Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 274 |
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 | $5,898,000 | 61 |
Number of Managed Accounts | $5,407,000 | 47 |
Personal Trust and Agency Accounts | $1,427,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $179,000 | 57 |
Employee Benefit-defined Benefit Accounts | $53,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,202,000 | 85 |
Corporate Trust and Agency Accounts | $12,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $2,103,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $431,000 | 20 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,186,000 | 62 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $491,000 | 85 |
Personal Trust and Agency Accounts | $77,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $145,000 | 41 |
Employee Benefit-defined Benefit Accounts | $2,000 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $48,000 | 110 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $166,000 | 20 |
Number (#) individual retirement, health savings, and other similar accounts | $53,000 | 13 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $107,259,000 | 15 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $42,000 | 182 |
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 | $5,851,000 | 61 |
Number of Managed Accounts | $5,351,000 | 46 |
Personal Trust and Agency Accounts | $1,440,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $116,000 | 72 |
Employee Benefit-defined Benefit Accounts | $51,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,188,000 | 86 |
Corporate Trust and Agency Accounts | $15,000 | 27 |
Number of managed investment management and investment advisory agency accounts | $2,113,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $428,000 | 20 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,168,000 | 62 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $500,000 | 86 |
Personal Trust and Agency Accounts | $84,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 74 |
Employee Benefit-defined Benefit Accounts | $2,000 | 126 |
Number non-managed other employee benefit and retirement-related accounts | $47,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $258,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $53,000 | 13 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Custody and Safekeeping Accounts | $369,000 | 77 |
Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 201 |
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 | $5,767,000 | 64 |
Number of Managed Accounts | $5,272,000 | 48 |
Personal Trust and Agency Accounts | $1,460,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $111,000 | 31 |
Employee Benefit-defined Benefit Accounts | $51,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,162,000 | 66 |
Corporate Trust and Agency Accounts | $15,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $2,068,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | $405,000 | 24 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,144,000 | 67 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $495,000 | 87 |
Personal Trust and Agency Accounts | $91,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 68 |
Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $42,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $247,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $53,000 | 14 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $384,000 | 79 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 152 |
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 | $4,908,000 | 71 |
Number of Managed Accounts | $4,444,000 | 56 |
Personal Trust and Agency Accounts | $921,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $153,000 | 24 |
Employee Benefit-defined Benefit Accounts | $48,000 | 21 |
Number of other employee benefit and retirement-related accounts | $1,071,000 | 71 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $1,861,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | $390,000 | 26 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,060,000 | 70 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $464,000 | 95 |
Personal Trust and Agency Accounts | $64,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $148,000 | 45 |
Employee Benefit-defined Benefit Accounts | $2,000 | 92 |
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 | $163,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $52,000 | 14 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $262,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 276 |
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 | $4,781,000 | 71 |
Number of Managed Accounts | $4,324,000 | 57 |
Personal Trust and Agency Accounts | $919,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $147,000 | 26 |
Employee Benefit-defined Benefit Accounts | $48,000 | 23 |
Number of other employee benefit and retirement-related accounts | $1,048,000 | 71 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $1,785,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | $377,000 | 28 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,037,000 | 71 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $457,000 | 91 |
Personal Trust and Agency Accounts | $63,000 | 96 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 42 |
Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $156,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $51,000 | 14 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $255,000 | 100 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 166 |
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 | $4,649,000 | 63 |
Number of Managed Accounts | $4,195,000 | 54 |
Personal Trust and Agency Accounts | $1,576,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $99,000 | 33 |
Employee Benefit-defined Benefit Accounts | $44,000 | 20 |
Number of other employee benefit and retirement-related accounts | $1,010,000 | 70 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $1,093,000 | 64 |
Number of foundation and endowment trust and agency accounts, managed assets | $373,000 | 25 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $999,000 | 71 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $454,000 | 81 |
Personal Trust and Agency Accounts | $140,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $67,000 | 69 |
Employee Benefit-defined Benefit Accounts | $2,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 132 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $157,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $50,000 | 14 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $221,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 179 |
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 | $4,552,000 | 63 |
Number of Managed Accounts | $4,101,000 | 55 |
Personal Trust and Agency Accounts | $1,569,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $101,000 | 32 |
Employee Benefit-defined Benefit Accounts | $36,000 | 24 |
Number of other employee benefit and retirement-related accounts | $989,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $1,040,000 | 67 |
Number of foundation and endowment trust and agency accounts, managed assets | $366,000 | 24 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $978,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $451,000 | 78 |
Personal Trust and Agency Accounts | $139,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 70 |
Employee Benefit-defined Benefit Accounts | $3,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 120 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $156,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $49,000 | 14 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $241,000 | 92 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 170 |
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 | $4,449,000 | 62 |
Number of Managed Accounts | $3,976,000 | 54 |
Personal Trust and Agency Accounts | $1,532,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 33 |
Employee Benefit-defined Benefit Accounts | $36,000 | 25 |
Number of other employee benefit and retirement-related accounts | $954,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $998,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | $356,000 | 23 |
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 | $943,000 | 70 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $473,000 | 83 |
Personal Trust and Agency Accounts | $136,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $69,000 | 72 |
Employee Benefit-defined Benefit Accounts | $35,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 198 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $149,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $47,000 | 14 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $272,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 291 |
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 | $4,239,000 | 69 |
Number of Managed Accounts | $3,771,000 | 59 |
Personal Trust and Agency Accounts | $1,040,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $93,000 | 36 |
Employee Benefit-defined Benefit Accounts | $36,000 | 24 |
Number of other employee benefit and retirement-related accounts | $888,000 | 75 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $1,373,000 | 51 |
Number of foundation and endowment trust and agency accounts, managed assets | $341,000 | 23 |
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 | $877,000 | 76 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $468,000 | 82 |
Personal Trust and Agency Accounts | $76,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 64 |
Employee Benefit-defined Benefit Accounts | $35,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 121 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $204,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $42,000 | 14 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $281,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $31,000 | 163 |
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 | $4,133,000 | 69 |
Number of Managed Accounts | $3,666,000 | 61 |
Personal Trust and Agency Accounts | $1,009,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $91,000 | 39 |
Employee Benefit-defined Benefit Accounts | $34,000 | 25 |
Number of other employee benefit and retirement-related accounts | $839,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $1,359,000 | 53 |
Number of foundation and endowment trust and agency accounts, managed assets | $334,000 | 24 |
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 | $828,000 | 82 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $467,000 | 84 |
Personal Trust and Agency Accounts | $75,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 65 |
Employee Benefit-defined Benefit Accounts | $35,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 125 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $202,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $41,000 | 15 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $265,000 | 91 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 185 |
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 | $4,033,000 | 70 |
Number of Managed Accounts | $3,562,000 | 61 |
Personal Trust and Agency Accounts | $1,007,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 41 |
Employee Benefit-defined Benefit Accounts | $30,000 | 28 |
Number of other employee benefit and retirement-related accounts | $769,000 | 89 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $1,336,000 | 53 |
Number of foundation and endowment trust and agency accounts, managed assets | $333,000 | 24 |
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 | $758,000 | 85 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $471,000 | 84 |
Personal Trust and Agency Accounts | $76,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 69 |
Employee Benefit-defined Benefit Accounts | $34,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 128 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $207,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 17 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $283,000 | 86 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 173 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,948,000 | 72 |
Number of Managed Accounts | $3,472,000 | 66 |
Personal Trust and Agency Accounts | $991,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 44 |
Employee Benefit-defined Benefit Accounts | $29,000 | 30 |
Number of other employee benefit and retirement-related accounts | $737,000 | 93 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $1,303,000 | 55 |
Number of foundation and endowment trust and agency accounts, managed assets | $328,000 | 24 |
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 | $727,000 | 91 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $476,000 | 92 |
Personal Trust and Agency Accounts | $75,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 71 |
Employee Benefit-defined Benefit Accounts | $34,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 193 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $206,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 17 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $266,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 283 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,981,000 | 71 |
Number of Managed Accounts | $3,499,000 | 63 |
Personal Trust and Agency Accounts | $969,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 45 |
Employee Benefit-defined Benefit Accounts | $28,000 | 31 |
Number of other employee benefit and retirement-related accounts | $729,000 | 89 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $1,362,000 | 55 |
Number of foundation and endowment trust and agency accounts, managed assets | $333,000 | 22 |
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 | $719,000 | 88 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $482,000 | 84 |
Personal Trust and Agency Accounts | $82,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 68 |
Employee Benefit-defined Benefit Accounts | $34,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $45,000 | 119 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $207,000 | 12 |
Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 17 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $220,000 | 94 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 165 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,938,000 | 70 |
Number of Managed Accounts | $3,482,000 | 63 |
Personal Trust and Agency Accounts | $977,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 44 |
Employee Benefit-defined Benefit Accounts | $27,000 | 31 |
Number of other employee benefit and retirement-related accounts | $696,000 | 92 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $1,374,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | $327,000 | 23 |
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 | $687,000 | 89 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $456,000 | 89 |
Personal Trust and Agency Accounts | $80,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 71 |
Employee Benefit-defined Benefit Accounts | $33,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $41,000 | 133 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $187,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $39,000 | 18 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $191,000 | 108 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 188 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,966,000 | 68 |
Number of Managed Accounts | $3,523,000 | 62 |
Personal Trust and Agency Accounts | $1,005,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 43 |
Employee Benefit-defined Benefit Accounts | $30,000 | 28 |
Number of other employee benefit and retirement-related accounts | $680,000 | 92 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $1,396,000 | 51 |
Number of foundation and endowment trust and agency accounts, managed assets | $326,000 | 23 |
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 | $666,000 | 92 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $443,000 | 87 |
Personal Trust and Agency Accounts | $82,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 66 |
Employee Benefit-defined Benefit Accounts | $33,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $177,000 | 13 |
Number (#) individual retirement, health savings, and other similar accounts | $37,000 | 18 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $199,000 | 101 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 191 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,963,000 | 69 |
Number of Managed Accounts | $3,517,000 | 59 |
Personal Trust and Agency Accounts | $1,009,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $88,000 | 44 |
Employee Benefit-defined Benefit Accounts | $31,000 | 29 |
Number of other employee benefit and retirement-related accounts | $676,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $1,386,000 | 51 |
Number of foundation and endowment trust and agency accounts, managed assets | $327,000 | 22 |
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 | $663,000 | 94 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $446,000 | 96 |
Personal Trust and Agency Accounts | $82,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 66 |
Employee Benefit-defined Benefit Accounts | $33,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 210 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $174,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $36,000 | 19 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $202,000 | 125 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 315 |
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 | $4,970,000 | 57 |
Number of Managed Accounts | $4,521,000 | 50 |
Personal Trust and Agency Accounts | $1,181,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $94,000 | 41 |
Employee Benefit-defined Benefit Accounts | $45,000 | 25 |
Number of other employee benefit and retirement-related accounts | $748,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $2,031,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $422,000 | 19 |
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 | $735,000 | 83 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $449,000 | 88 |
Personal Trust and Agency Accounts | $80,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 60 |
Employee Benefit-defined Benefit Accounts | $33,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 126 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $169,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $37,000 | 17 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $199,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 173 |
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 | $4,873,000 | 59 |
Number of Managed Accounts | $4,403,000 | 51 |
Personal Trust and Agency Accounts | $1,174,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $95,000 | 41 |
Employee Benefit-defined Benefit Accounts | $43,000 | 25 |
Number of other employee benefit and retirement-related accounts | $756,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $1,938,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $397,000 | 20 |
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 | $743,000 | 81 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $470,000 | 90 |
Personal Trust and Agency Accounts | $82,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $88,000 | 63 |
Employee Benefit-defined Benefit Accounts | $33,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $50,000 | 116 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $179,000 | 16 |
Number (#) individual retirement, health savings, and other similar accounts | $38,000 | 17 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $176,000 | 115 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $42,000 | 171 |
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 | $4,901,000 | 59 |
Number of Managed Accounts | $4,419,000 | 50 |
Personal Trust and Agency Accounts | $1,164,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $97,000 | 43 |
Employee Benefit-defined Benefit Accounts | $47,000 | 24 |
Number of other employee benefit and retirement-related accounts | $767,000 | 81 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $1,936,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $408,000 | 20 |
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 | $754,000 | 83 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $482,000 | 90 |
Personal Trust and Agency Accounts | $82,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $91,000 | 64 |
Employee Benefit-defined Benefit Accounts | $33,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $53,000 | 114 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $183,000 | 15 |
Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 18 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $167,000 | 119 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 167 |
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 | $4,920,000 | 61 |
Number of Managed Accounts | $4,418,000 | 50 |
Personal Trust and Agency Accounts | $1,175,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 43 |
Employee Benefit-defined Benefit Accounts | $44,000 | 27 |
Number of other employee benefit and retirement-related accounts | $763,000 | 79 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $1,930,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $406,000 | 20 |
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 | $749,000 | 81 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $502,000 | 96 |
Personal Trust and Agency Accounts | $95,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 64 |
Employee Benefit-defined Benefit Accounts | $35,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $64,000 | 146 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $172,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 19 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $164,000 | 139 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 216 |
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 | $4,753,000 | 62 |
Number of Managed Accounts | $4,299,000 | 51 |
Personal Trust and Agency Accounts | $1,157,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $94,000 | 42 |
Employee Benefit-defined Benefit Accounts | $43,000 | 27 |
Number of other employee benefit and retirement-related accounts | $713,000 | 81 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $1,889,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $403,000 | 21 |
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 | $700,000 | 80 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $454,000 | 95 |
Personal Trust and Agency Accounts | $93,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $99,000 | 60 |
Employee Benefit-defined Benefit Accounts | $35,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $155,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $39,000 | 19 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $171,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 222 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,719,000 | 61 |
Number of Managed Accounts | $4,292,000 | 50 |
Personal Trust and Agency Accounts | $1,157,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $97,000 | 42 |
Employee Benefit-defined Benefit Accounts | $44,000 | 27 |
Number of other employee benefit and retirement-related accounts | $715,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $1,878,000 | 36 |
Number of foundation and endowment trust and agency accounts, managed assets | $401,000 | 20 |
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 | $702,000 | 79 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $427,000 | 96 |
Personal Trust and Agency Accounts | $89,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $99,000 | 58 |
Employee Benefit-defined Benefit Accounts | $36,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 157 |
Corporate Trust and Agency Accounts | $1,000 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $143,000 | 18 |
Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 24 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $173,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 222 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,707,000 | 62 |
Number of Managed Accounts | $4,271,000 | 50 |
Personal Trust and Agency Accounts | $1,147,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 47 |
Employee Benefit-defined Benefit Accounts | $46,000 | 24 |
Number of other employee benefit and retirement-related accounts | $724,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $1,881,000 | 36 |
Number of foundation and endowment trust and agency accounts, managed assets | $390,000 | 20 |
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 | $708,000 | 76 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $436,000 | 96 |
Personal Trust and Agency Accounts | $87,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $109,000 | 58 |
Employee Benefit-defined Benefit Accounts | $36,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $31,000 | 159 |
Corporate Trust and Agency Accounts | $1,000 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $145,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 24 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $196,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 220 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,658,000 | 64 |
Number of Managed Accounts | $4,227,000 | 51 |
Personal Trust and Agency Accounts | $1,153,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 43 |
Employee Benefit-defined Benefit Accounts | $45,000 | 27 |
Number of other employee benefit and retirement-related accounts | $702,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $1,861,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $380,000 | 22 |
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 | $691,000 | 77 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $431,000 | 105 |
Personal Trust and Agency Accounts | $87,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $111,000 | 61 |
Employee Benefit-defined Benefit Accounts | $36,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $31,000 | 260 |
Corporate Trust and Agency Accounts | $1,000 | 205 |
Number of investment management and advisory agency accounts, non-managed assets | $142,000 | 19 |
Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 27 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $202,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 393 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,604,000 | 65 |
Number of Managed Accounts | $4,317,000 | 50 |
Personal Trust and Agency Accounts | $1,205,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 44 |
Employee Benefit-defined Benefit Accounts | $46,000 | 23 |
Number of other employee benefit and retirement-related accounts | $718,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $1,862,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $399,000 | 19 |
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 | $710,000 | 74 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $287,000 | 116 |
Personal Trust and Agency Accounts | $35,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $120,000 | 57 |
Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 178 |
Corporate Trust and Agency Accounts | $1,000 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $59,000 | 36 |
Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 33 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $203,000 | 104 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 265 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,541,000 | 62 |
Number of Managed Accounts | $4,260,000 | 49 |
Personal Trust and Agency Accounts | $1,193,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 43 |
Employee Benefit-defined Benefit Accounts | $47,000 | 23 |
Number of other employee benefit and retirement-related accounts | $702,000 | 75 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $1,837,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $391,000 | 21 |
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 | $694,000 | 75 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $281,000 | 117 |
Personal Trust and Agency Accounts | $38,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $124,000 | 55 |
Employee Benefit-defined Benefit Accounts | $33,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 183 |
Corporate Trust and Agency Accounts | $1,000 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $204,000 | 104 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 267 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,672,000 | 63 |
Number of Managed Accounts | $4,392,000 | 49 |
Personal Trust and Agency Accounts | $1,251,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $91,000 | 44 |
Employee Benefit-defined Benefit Accounts | $50,000 | 22 |
Number of other employee benefit and retirement-related accounts | $717,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $1,894,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $389,000 | 20 |
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 | $709,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $280,000 | 118 |
Personal Trust and Agency Accounts | $39,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $126,000 | 55 |
Employee Benefit-defined Benefit Accounts | $33,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 181 |
Corporate Trust and Agency Accounts | $1,000 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 43 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $210,000 | 106 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 268 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,759,000 | 61 |
Number of Managed Accounts | $4,479,000 | 49 |
Personal Trust and Agency Accounts | $1,289,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 44 |
Employee Benefit-defined Benefit Accounts | $56,000 | 24 |
Number of other employee benefit and retirement-related accounts | $726,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $1,901,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $420,000 | 18 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $718,000 | 64 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $280,000 | 136 |
Personal Trust and Agency Accounts | $39,000 | 168 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $133,000 | 52 |
Employee Benefit-defined Benefit Accounts | $33,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 345 |
Corporate Trust and Agency Accounts | $1,000 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | $45,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 45 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $212,000 | 123 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 525 |
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 | $5,119,000 | 58 |
Number of Managed Accounts | $4,831,000 | 42 |
Personal Trust and Agency Accounts | $1,405,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $85,000 | 43 |
Employee Benefit-defined Benefit Accounts | $56,000 | 22 |
Number of other employee benefit and retirement-related accounts | $779,000 | 62 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $2,053,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | $453,000 | 17 |
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 | $771,000 | 56 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $288,000 | 118 |
Personal Trust and Agency Accounts | $40,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $140,000 | 49 |
Employee Benefit-defined Benefit Accounts | $30,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 190 |
Corporate Trust and Agency Accounts | $2,000 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $47,000 | 39 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 47 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $212,000 | 110 |
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 | $5,113,000 | 57 |
Number of Managed Accounts | $4,822,000 | 41 |
Personal Trust and Agency Accounts | $1,415,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $94,000 | 40 |
Employee Benefit-defined Benefit Accounts | $56,000 | 21 |
Number of other employee benefit and retirement-related accounts | $799,000 | 62 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $1,996,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | $462,000 | 17 |
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 | $791,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $291,000 | 117 |
Personal Trust and Agency Accounts | $40,000 | 112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $142,000 | 49 |
Employee Benefit-defined Benefit Accounts | $28,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 191 |
Corporate Trust and Agency Accounts | $2,000 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $46,000 | 39 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 40 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $218,000 | 106 |
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 | $5,053,000 | 58 |
Number of Managed Accounts | $4,746,000 | 42 |
Personal Trust and Agency Accounts | $1,422,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 48 |
Employee Benefit-defined Benefit Accounts | $58,000 | 22 |
Number of other employee benefit and retirement-related accounts | $795,000 | 61 |
Corporate Trust and Agency Accounts | $1,000 | 71 |
Number of managed investment management and investment advisory agency accounts | $1,940,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | $447,000 | 18 |
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 | $787,000 | 56 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $307,000 | 112 |
Personal Trust and Agency Accounts | $39,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 47 |
Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 183 |
Corporate Trust and Agency Accounts | $2,000 | 113 |
Number of investment management and advisory agency accounts, non-managed assets | $47,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 38 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $221,000 | 108 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 253 |
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 | $5,006,000 | 55 |
Number of Managed Accounts | $4,696,000 | 42 |
Personal Trust and Agency Accounts | $1,421,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 50 |
Employee Benefit-defined Benefit Accounts | $58,000 | 25 |
Number of other employee benefit and retirement-related accounts | $791,000 | 58 |
Corporate Trust and Agency Accounts | $1,000 | 136 |
Number of managed investment management and investment advisory agency accounts | $1,913,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | $429,000 | 19 |
Other Fiduciary Accounts | $2,000 | 160 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $783,000 | 53 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $310,000 | 127 |
Personal Trust and Agency Accounts | $28,000 | 220 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 48 |
Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $46,000 | 215 |
Corporate Trust and Agency Accounts | $2,000 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 69 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 36 |
Other Fiduciary Accounts | $11,000 | 82 |
Memoranda | ||
Custody and Safekeeping Accounts | $212,000 | 126 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 452 |
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 | $5,117,000 | 51 |
Number of Managed Accounts | $4,801,000 | 38 |
Personal Trust and Agency Accounts | $1,446,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 55 |
Employee Benefit-defined Benefit Accounts | $28,000 | 34 |
Number of other employee benefit and retirement-related accounts | $860,000 | 51 |
Corporate Trust and Agency Accounts | $1,000 | 74 |
Number of managed investment management and investment advisory agency accounts | $1,970,000 | 31 |
Number of foundation and endowment trust and agency accounts, managed assets | $420,000 | 20 |
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 | $838,000 | 49 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $316,000 | 112 |
Personal Trust and Agency Accounts | $28,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $151,000 | 48 |
Employee Benefit-defined Benefit Accounts | $22,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $61,000 | 110 |
Corporate Trust and Agency Accounts | $2,000 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 53 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 38 |
Other Fiduciary Accounts | $12,000 | 53 |
Memoranda | ||
Custody and Safekeeping Accounts | $213,000 | 112 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 227 |
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 | $5,079,000 | 53 |
Number of Managed Accounts | $4,765,000 | 40 |
Personal Trust and Agency Accounts | $1,445,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $80,000 | 50 |
Employee Benefit-defined Benefit Accounts | $27,000 | 36 |
Number of other employee benefit and retirement-related accounts | $847,000 | 53 |
Corporate Trust and Agency Accounts | $1,000 | 73 |
Number of managed investment management and investment advisory agency accounts | $1,941,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | $423,000 | 20 |
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 | $822,000 | 49 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $314,000 | 114 |
Personal Trust and Agency Accounts | $28,000 | 140 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 48 |
Employee Benefit-defined Benefit Accounts | $23,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $58,000 | 112 |
Corporate Trust and Agency Accounts | $1,000 | 127 |
Number of investment management and advisory agency accounts, non-managed assets | $27,000 | 53 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 44 |
Other Fiduciary Accounts | $12,000 | 54 |
Memoranda | ||
Custody and Safekeeping Accounts | $210,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 225 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,683,000 | 58 |
Number of Managed Accounts | $4,383,000 | 44 |
Personal Trust and Agency Accounts | $1,379,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 47 |
Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
Number of other employee benefit and retirement-related accounts | $757,000 | 58 |
Corporate Trust and Agency Accounts | $4,000 | 51 |
Number of managed investment management and investment advisory agency accounts | $1,791,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $342,000 | 25 |
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 | $749,000 | 53 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $300,000 | 124 |
Personal Trust and Agency Accounts | $25,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $165,000 | 49 |
Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $35,000 | 154 |
Corporate Trust and Agency Accounts | $1,000 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 55 |
Number (#) individual retirement, health savings, and other similar accounts | $12,000 | 37 |
Other Fiduciary Accounts | $11,000 | 58 |
Memoranda | ||
Custody and Safekeeping Accounts | $203,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $53,000 | 151 |
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 | $3,606,000 | 73 |
Number of Managed Accounts | $3,314,000 | 55 |
Personal Trust and Agency Accounts | $1,197,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 51 |
Employee Benefit-defined Benefit Accounts | $23,000 | 49 |
Number of other employee benefit and retirement-related accounts | $500,000 | 87 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $1,225,000 | 49 |
Number of foundation and endowment trust and agency accounts, managed assets | $287,000 | 26 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $495,000 | 82 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $292,000 | 152 |
Personal Trust and Agency Accounts | $36,000 | 194 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $156,000 | 50 |
Employee Benefit-defined Benefit Accounts | $28,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 260 |
Corporate Trust and Agency Accounts | $2,000 | 203 |
Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 71 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 48 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $152,000 | 160 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 548 |
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 | $3,629,000 | 69 |
Number of Managed Accounts | $3,345,000 | 52 |
Personal Trust and Agency Accounts | $1,225,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 57 |
Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
Number of other employee benefit and retirement-related accounts | $507,000 | 81 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $1,222,000 | 52 |
Number of foundation and endowment trust and agency accounts, managed assets | $289,000 | 27 |
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 | $502,000 | 77 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $284,000 | 128 |
Personal Trust and Agency Accounts | $35,000 | 125 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $153,000 | 50 |
Employee Benefit-defined Benefit Accounts | $27,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $34,000 | 154 |
Corporate Trust and Agency Accounts | $1,000 | 127 |
Number of investment management and advisory agency accounts, non-managed assets | $25,000 | 57 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 44 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $152,000 | 127 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 291 |
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 | $3,664,000 | 68 |
Number of Managed Accounts | $3,389,000 | 50 |
Personal Trust and Agency Accounts | $1,267,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 52 |
Employee Benefit-defined Benefit Accounts | $21,000 | 44 |
Number of other employee benefit and retirement-related accounts | $504,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $1,259,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $259,000 | 27 |
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 | $461,000 | 83 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $275,000 | 127 |
Personal Trust and Agency Accounts | $35,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $154,000 | 50 |
Employee Benefit-defined Benefit Accounts | $27,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $27,000 | 176 |
Corporate Trust and Agency Accounts | $1,000 | 127 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 64 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 49 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $152,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 301 |
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 | $3,842,000 | 66 |
Number of Managed Accounts | $3,568,000 | 50 |
Personal Trust and Agency Accounts | $1,328,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 57 |
Employee Benefit-defined Benefit Accounts | $22,000 | 44 |
Number of other employee benefit and retirement-related accounts | $542,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $1,316,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | $281,000 | 26 |
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 | $498,000 | 75 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $274,000 | 129 |
Personal Trust and Agency Accounts | $33,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $160,000 | 48 |
Employee Benefit-defined Benefit Accounts | $25,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 178 |
Corporate Trust and Agency Accounts | $1,000 | 121 |
Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 63 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $148,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 298 |
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 | $3,965,000 | 65 |
Number of Managed Accounts | $3,684,000 | 50 |
Personal Trust and Agency Accounts | $1,368,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 61 |
Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
Number of other employee benefit and retirement-related accounts | $558,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $1,363,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | $294,000 | 25 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $553,000 | 63 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $281,000 | 154 |
Personal Trust and Agency Accounts | $35,000 | 213 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $159,000 | 48 |
Employee Benefit-defined Benefit Accounts | $25,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 312 |
Corporate Trust and Agency Accounts | $1,000 | 237 |
Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 56 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda | ||
Custody and Safekeeping Accounts | $148,000 | 167 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 585 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,031,000 | 62 |
Number of Managed Accounts | $3,739,000 | 49 |
Personal Trust and Agency Accounts | $1,397,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 58 |
Employee Benefit-defined Benefit Accounts | $23,000 | 42 |
Number of other employee benefit and retirement-related accounts | $568,000 | 63 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $1,382,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | $292,000 | 25 |
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 | $542,000 | 61 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $292,000 | 123 |
Personal Trust and Agency Accounts | $42,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $172,000 | 46 |
Employee Benefit-defined Benefit Accounts | $29,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 190 |
Corporate Trust and Agency Accounts | $1,000 | 120 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 65 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $134,000 | 137 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 286 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,033,000 | 62 |
Number of Managed Accounts | $3,753,000 | 47 |
Personal Trust and Agency Accounts | $1,393,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 54 |
Employee Benefit-defined Benefit Accounts | $23,000 | 43 |
Number of other employee benefit and retirement-related accounts | $562,000 | 62 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $1,406,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $288,000 | 24 |
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 | $558,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $280,000 | 127 |
Personal Trust and Agency Accounts | $43,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $158,000 | 49 |
Employee Benefit-defined Benefit Accounts | $30,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 195 |
Corporate Trust and Agency Accounts | $1,000 | 120 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 69 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $151,000 | 127 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 284 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,025,000 | 60 |
Number of Managed Accounts | $3,757,000 | 45 |
Personal Trust and Agency Accounts | $1,409,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 53 |
Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
Number of other employee benefit and retirement-related accounts | $560,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $1,400,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $283,000 | 24 |
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 | $556,000 | 56 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $268,000 | 133 |
Personal Trust and Agency Accounts | $40,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $154,000 | 51 |
Employee Benefit-defined Benefit Accounts | $28,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 216 |
Corporate Trust and Agency Accounts | $1,000 | 119 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 61 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 57 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $149,000 | 127 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 305 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,031,000 | 60 |
Number of Managed Accounts | $3,767,000 | 45 |
Personal Trust and Agency Accounts | $1,444,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 54 |
Employee Benefit-defined Benefit Accounts | $22,000 | 47 |
Number of other employee benefit and retirement-related accounts | $563,000 | 61 |
Corporate Trust and Agency Accounts | $2,000 | 124 |
Number of managed investment management and investment advisory agency accounts | $1,381,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $271,000 | 25 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $547,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $264,000 | 178 |
Personal Trust and Agency Accounts | $35,000 | 214 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $154,000 | 55 |
Employee Benefit-defined Benefit Accounts | $29,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 426 |
Corporate Trust and Agency Accounts | $1,000 | 241 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 80 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $173,000 | 149 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 666 |
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 | $3,981,000 | 58 |
Number of Managed Accounts | $3,711,000 | 43 |
Personal Trust and Agency Accounts | $1,432,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 49 |
Employee Benefit-defined Benefit Accounts | $21,000 | 43 |
Number of other employee benefit and retirement-related accounts | $537,000 | 59 |
Corporate Trust and Agency Accounts | $2,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $1,357,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | $272,000 | 24 |
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 | $527,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $270,000 | 128 |
Personal Trust and Agency Accounts | $35,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 51 |
Employee Benefit-defined Benefit Accounts | $27,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 180 |
Corporate Trust and Agency Accounts | $1,000 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 58 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 57 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $176,000 | 114 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 289 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,069,000 | 59 |
Number of Managed Accounts | $3,689,000 | 43 |
Personal Trust and Agency Accounts | $1,484,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 50 |
Employee Benefit-defined Benefit Accounts | $21,000 | 42 |
Number of other employee benefit and retirement-related accounts | $522,000 | 59 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $1,319,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | $253,000 | 22 |
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 | $515,000 | 53 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $380,000 | 109 |
Personal Trust and Agency Accounts | $50,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $153,000 | 50 |
Employee Benefit-defined Benefit Accounts | $24,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 186 |
Corporate Trust and Agency Accounts | $103,000 | 55 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 62 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $179,000 | 120 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 295 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,041,000 | 61 |
Number of Managed Accounts | $3,671,000 | 44 |
Personal Trust and Agency Accounts | $1,495,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $91,000 | 48 |
Employee Benefit-defined Benefit Accounts | $21,000 | 41 |
Number of other employee benefit and retirement-related accounts | $516,000 | 59 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $1,296,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | $252,000 | 22 |
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 | $509,000 | 53 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $370,000 | 112 |
Personal Trust and Agency Accounts | $54,000 | 88 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $152,000 | 54 |
Employee Benefit-defined Benefit Accounts | $25,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 198 |
Corporate Trust and Agency Accounts | $106,000 | 55 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 98 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 47 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $186,000 | 114 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 296 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,036,000 | 62 |
Number of Managed Accounts | $3,720,000 | 42 |
Personal Trust and Agency Accounts | $1,527,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $95,000 | 51 |
Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
Number of other employee benefit and retirement-related accounts | $519,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $1,315,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | $244,000 | 23 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $510,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $316,000 | 153 |
Personal Trust and Agency Accounts | $44,000 | 178 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 54 |
Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 468 |
Corporate Trust and Agency Accounts | $68,000 | 65 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 115 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $190,000 | 139 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 657 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,064,000 | 63 |
Number of Managed Accounts | $3,749,000 | 44 |
Personal Trust and Agency Accounts | $1,542,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 44 |
Employee Benefit-defined Benefit Accounts | $20,000 | 43 |
Number of other employee benefit and retirement-related accounts | $536,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $1,312,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | $243,000 | 24 |
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 | $498,000 | 56 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $315,000 | 122 |
Personal Trust and Agency Accounts | $48,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $152,000 | 54 |
Employee Benefit-defined Benefit Accounts | $23,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 247 |
Corporate Trust and Agency Accounts | $67,000 | 58 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 55 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $190,000 | 114 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 294 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,019,000 | 65 |
Number of Managed Accounts | $3,710,000 | 44 |
Personal Trust and Agency Accounts | $1,545,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $110,000 | 39 |
Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
Number of other employee benefit and retirement-related accounts | $511,000 | 61 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $1,341,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | $183,000 | 28 |
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 | $494,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $309,000 | 124 |
Personal Trust and Agency Accounts | $52,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $146,000 | 57 |
Employee Benefit-defined Benefit Accounts | $22,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 254 |
Corporate Trust and Agency Accounts | $67,000 | 60 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 81 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 82 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $191,000 | 112 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 295 |
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 | $3,904,000 | 67 |
Number of Managed Accounts | $3,589,000 | 47 |
Personal Trust and Agency Accounts | $1,540,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $97,000 | 46 |
Employee Benefit-defined Benefit Accounts | $21,000 | 44 |
Number of other employee benefit and retirement-related accounts | $501,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $1,250,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $180,000 | 29 |
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 | $479,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $315,000 | 124 |
Personal Trust and Agency Accounts | $54,000 | 97 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 58 |
Employee Benefit-defined Benefit Accounts | $23,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 246 |
Corporate Trust and Agency Accounts | $65,000 | 59 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 78 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $191,000 | 110 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 286 |
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 | $3,820,000 | 71 |
Number of Managed Accounts | $3,490,000 | 47 |
Personal Trust and Agency Accounts | $1,525,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 53 |
Employee Benefit-defined Benefit Accounts | $21,000 | 49 |
Number of other employee benefit and retirement-related accounts | $495,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $1,191,000 | 48 |
Number of foundation and endowment trust and agency accounts, managed assets | $162,000 | 29 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $470,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $330,000 | 151 |
Personal Trust and Agency Accounts | $55,000 | 158 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $143,000 | 61 |
Employee Benefit-defined Benefit Accounts | $22,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 459 |
Corporate Trust and Agency Accounts | $81,000 | 63 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 114 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 110 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $192,000 | 138 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 656 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,269,000 | 63 |
Number of Managed Accounts | $3,743,000 | 43 |
Personal Trust and Agency Accounts | $1,801,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 50 |
Employee Benefit-defined Benefit Accounts | $22,000 | 43 |
Number of other employee benefit and retirement-related accounts | $493,000 | 57 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $1,170,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $161,000 | 30 |
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 | $468,000 | 54 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $526,000 | 95 |
Personal Trust and Agency Accounts | $59,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $152,000 | 57 |
Employee Benefit-defined Benefit Accounts | $23,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $27,000 | 170 |
Corporate Trust and Agency Accounts | $263,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $179,000 | 120 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 270 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,158,000 | 65 |
Number of Managed Accounts | $3,527,000 | 45 |
Personal Trust and Agency Accounts | $1,552,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 46 |
Employee Benefit-defined Benefit Accounts | $23,000 | 43 |
Number of other employee benefit and retirement-related accounts | $494,000 | 57 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $1,189,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | $164,000 | 30 |
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 | $486,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $631,000 | 89 |
Personal Trust and Agency Accounts | $58,000 | 97 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $150,000 | 58 |
Employee Benefit-defined Benefit Accounts | $23,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 175 |
Corporate Trust and Agency Accounts | $367,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 48 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $170,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 260 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,088,000 | 67 |
Number of Managed Accounts | $3,285,000 | 48 |
Personal Trust and Agency Accounts | $1,429,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $99,000 | 47 |
Employee Benefit-defined Benefit Accounts | $22,000 | 46 |
Number of other employee benefit and retirement-related accounts | $465,000 | 59 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $1,108,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $162,000 | 30 |
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 | $452,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $803,000 | 81 |
Personal Trust and Agency Accounts | $54,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $153,000 | 56 |
Employee Benefit-defined Benefit Accounts | $23,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 213 |
Corporate Trust and Agency Accounts | $551,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 49 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $153,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 278 |
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 | $5,015,000 | 60 |
Number of Managed Accounts | $3,213,000 | 53 |
Personal Trust and Agency Accounts | $1,419,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $98,000 | 58 |
Employee Benefit-defined Benefit Accounts | $22,000 | 50 |
Number of other employee benefit and retirement-related accounts | $440,000 | 64 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $1,074,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $160,000 | 33 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $429,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $1,802,000 | 58 |
Personal Trust and Agency Accounts | $48,000 | 185 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $137,000 | 68 |
Employee Benefit-defined Benefit Accounts | $22,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 466 |
Corporate Trust and Agency Accounts | $1,576,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 78 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $171,000 | 160 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 684 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,352,000 | 67 |
Number of Managed Accounts | $3,164,000 | 55 |
Personal Trust and Agency Accounts | $1,500,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $97,000 | 53 |
Employee Benefit-defined Benefit Accounts | $21,000 | 48 |
Number of other employee benefit and retirement-related accounts | $430,000 | 65 |
Corporate Trust and Agency Accounts | $2,000 | 69 |
Number of managed investment management and investment advisory agency accounts | $1,114,000 | 52 |
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 | $1,188,000 | 63 |
Personal Trust and Agency Accounts | $67,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $145,000 | 66 |
Employee Benefit-defined Benefit Accounts | $21,000 | 51 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 206 |
Corporate Trust and Agency Accounts | $938,000 | 26 |
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 | $163,000 | 125 |
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 | $4,287,000 | 70 |
Number of Managed Accounts | $3,081,000 | 59 |
Personal Trust and Agency Accounts | $1,504,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $95,000 | 54 |
Employee Benefit-defined Benefit Accounts | $21,000 | 47 |
Number of other employee benefit and retirement-related accounts | $421,000 | 69 |
Corporate Trust and Agency Accounts | $2,000 | 71 |
Number of managed investment management and investment advisory agency accounts | $1,038,000 | 58 |
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 | $1,206,000 | 62 |
Personal Trust and Agency Accounts | $66,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $137,000 | 67 |
Employee Benefit-defined Benefit Accounts | $22,000 | 50 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 199 |
Corporate Trust and Agency Accounts | $961,000 | 24 |
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 | $163,000 | 136 |
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 | $4,282,000 | 67 |
Number of Managed Accounts | $3,060,000 | 58 |
Personal Trust and Agency Accounts | $1,520,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 56 |
Employee Benefit-defined Benefit Accounts | $22,000 | 47 |
Number of other employee benefit and retirement-related accounts | $424,000 | 71 |
Corporate Trust and Agency Accounts | $2,000 | 71 |
Number of managed investment management and investment advisory agency accounts | $1,000,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,222,000 | 57 |
Personal Trust and Agency Accounts | $66,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $133,000 | 69 |
Employee Benefit-defined Benefit Accounts | $22,000 | 51 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 182 |
Corporate Trust and Agency Accounts | $978,000 | 25 |
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 | $173,000 | 136 |
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 | $4,277,000 | 73 |
Number of Managed Accounts | $3,070,000 | 59 |
Personal Trust and Agency Accounts | $1,536,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 61 |
Employee Benefit-defined Benefit Accounts | $21,000 | 53 |
Number of other employee benefit and retirement-related accounts | $422,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $999,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,207,000 | 71 |
Personal Trust and Agency Accounts | $64,000 | 167 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $130,000 | 74 |
Employee Benefit-defined Benefit Accounts | $23,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 422 |
Corporate Trust and Agency Accounts | $970,000 | 26 |
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 | $177,000 | 165 |
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 | $4,193,000 | 69 |
Number of Managed Accounts | $3,083,000 | 59 |
Personal Trust and Agency Accounts | $1,556,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 54 |
Employee Benefit-defined Benefit Accounts | $21,000 | 48 |
Number of other employee benefit and retirement-related accounts | $427,000 | 71 |
Corporate Trust and Agency Accounts | $2,000 | 78 |
Number of managed investment management and investment advisory agency accounts | $981,000 | 62 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,110,000 | 69 |
Personal Trust and Agency Accounts | $62,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $126,000 | 69 |
Employee Benefit-defined Benefit Accounts | $22,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 225 |
Corporate Trust and Agency Accounts | $883,000 | 28 |
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 | $180,000 | 136 |
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 | $4,182,000 | 72 |
Number of Managed Accounts | $3,057,000 | 59 |
Personal Trust and Agency Accounts | $1,578,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 60 |
Employee Benefit-defined Benefit Accounts | $21,000 | 49 |
Number of other employee benefit and retirement-related accounts | $417,000 | 71 |
Corporate Trust and Agency Accounts | $2,000 | 77 |
Number of managed investment management and investment advisory agency accounts | $949,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,125,000 | 68 |
Personal Trust and Agency Accounts | $62,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $122,000 | 75 |
Employee Benefit-defined Benefit Accounts | $22,000 | 55 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 238 |
Corporate Trust and Agency Accounts | $905,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $182,000 | 136 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,895,000 | 76 |
Number of Managed Accounts | $2,766,000 | 67 |
Personal Trust and Agency Accounts | $1,437,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $93,000 | 61 |
Employee Benefit-defined Benefit Accounts | $25,000 | 45 |
Number of other employee benefit and retirement-related accounts | $383,000 | 76 |
Corporate Trust and Agency Accounts | $2,000 | 75 |
Number of managed investment management and investment advisory agency accounts | $826,000 | 67 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,129,000 | 67 |
Personal Trust and Agency Accounts | $60,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $122,000 | 73 |
Employee Benefit-defined Benefit Accounts | $27,000 | 51 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 265 |
Corporate Trust and Agency Accounts | $912,000 | 30 |
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 | $177,000 | 142 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,908,000 | 78 |
Number of Managed Accounts | $2,786,000 | 66 |
Personal Trust and Agency Accounts | $1,515,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $80,000 | 75 |
Employee Benefit-defined Benefit Accounts | $20,000 | 51 |
Number of other employee benefit and retirement-related accounts | $378,000 | 75 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $793,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,122,000 | 75 |
Personal Trust and Agency Accounts | $60,000 | 184 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 96 |
Employee Benefit-defined Benefit Accounts | $22,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 470 |
Corporate Trust and Agency Accounts | $924,000 | 28 |
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 | $194,000 | 161 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,906,000 | 71 |
Number of Managed Accounts | $2,771,000 | 64 |
Personal Trust and Agency Accounts | $1,525,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $88,000 | 65 |
Employee Benefit-defined Benefit Accounts | $14,000 | 63 |
Number of other employee benefit and retirement-related accounts | $347,000 | 76 |
Corporate Trust and Agency Accounts | $2,000 | 74 |
Number of managed investment management and investment advisory agency accounts | $795,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,135,000 | 66 |
Personal Trust and Agency Accounts | $64,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $106,000 | 81 |
Employee Benefit-defined Benefit Accounts | $24,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 218 |
Corporate Trust and Agency Accounts | $925,000 | 28 |
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 | $200,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,791,000 | 75 |
Number of Managed Accounts | $2,647,000 | 66 |
Personal Trust and Agency Accounts | $1,490,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 58 |
Employee Benefit-defined Benefit Accounts | $15,000 | 63 |
Number of other employee benefit and retirement-related accounts | $316,000 | 85 |
Corporate Trust and Agency Accounts | $2,000 | 78 |
Number of managed investment management and investment advisory agency accounts | $732,000 | 67 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,144,000 | 64 |
Personal Trust and Agency Accounts | $68,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $109,000 | 83 |
Employee Benefit-defined Benefit Accounts | $27,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 257 |
Corporate Trust and Agency Accounts | $931,000 | 28 |
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 | $200,000 | 137 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,683,000 | 74 |
Number of Managed Accounts | $2,542,000 | 65 |
Personal Trust and Agency Accounts | $1,469,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 67 |
Employee Benefit-defined Benefit Accounts | $15,000 | 64 |
Number of other employee benefit and retirement-related accounts | $296,000 | 86 |
Corporate Trust and Agency Accounts | $3,000 | 69 |
Number of managed investment management and investment advisory agency accounts | $669,000 | 71 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,141,000 | 63 |
Personal Trust and Agency Accounts | $72,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $106,000 | 84 |
Employee Benefit-defined Benefit Accounts | $27,000 | 59 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 256 |
Corporate Trust and Agency Accounts | $927,000 | 28 |
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 | $193,000 | 134 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,487,000 | 80 |
Number of Managed Accounts | $2,364,000 | 70 |
Personal Trust and Agency Accounts | $1,384,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 78 |
Employee Benefit-defined Benefit Accounts | $17,000 | 64 |
Number of other employee benefit and retirement-related accounts | $274,000 | 96 |
Corporate Trust and Agency Accounts | $5,000 | 137 |
Number of managed investment management and investment advisory agency accounts | $601,000 | 76 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,123,000 | 75 |
Personal Trust and Agency Accounts | $77,000 | 150 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $104,000 | 97 |
Employee Benefit-defined Benefit Accounts | $27,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 544 |
Corporate Trust and Agency Accounts | $906,000 | 28 |
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 | $200,000 | 164 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,522,000 | 85 |
Number of Managed Accounts | $2,424,000 | 73 |
Personal Trust and Agency Accounts | $1,473,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 78 |
Employee Benefit-defined Benefit Accounts | $17,000 | 63 |
Number of other employee benefit and retirement-related accounts | $270,000 | 99 |
Corporate Trust and Agency Accounts | $6,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $576,000 | 80 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,098,000 | 70 |
Personal Trust and Agency Accounts | $69,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 92 |
Employee Benefit-defined Benefit Accounts | $25,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 247 |
Corporate Trust and Agency Accounts | $890,000 | 30 |
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 | $193,000 | 130 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,463,000 | 88 |
Number of Managed Accounts | $2,365,000 | 76 |
Personal Trust and Agency Accounts | $1,472,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 79 |
Employee Benefit-defined Benefit Accounts | $17,000 | 67 |
Number of other employee benefit and retirement-related accounts | $246,000 | 107 |
Corporate Trust and Agency Accounts | $6,000 | 63 |
Number of managed investment management and investment advisory agency accounts | $542,000 | 85 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,098,000 | 70 |
Personal Trust and Agency Accounts | $68,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 98 |
Employee Benefit-defined Benefit Accounts | $25,000 | 67 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 252 |
Corporate Trust and Agency Accounts | $891,000 | 30 |
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 | $195,000 | 134 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,365,000 | 89 |
Number of Managed Accounts | $2,274,000 | 76 |
Personal Trust and Agency Accounts | $1,431,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 79 |
Employee Benefit-defined Benefit Accounts | $17,000 | 68 |
Number of other employee benefit and retirement-related accounts | $234,000 | 108 |
Corporate Trust and Agency Accounts | $6,000 | 63 |
Number of managed investment management and investment advisory agency accounts | $505,000 | 91 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,091,000 | 69 |
Personal Trust and Agency Accounts | $61,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $103,000 | 101 |
Employee Benefit-defined Benefit Accounts | $25,000 | 64 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 251 |
Corporate Trust and Agency Accounts | $893,000 | 28 |
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 | $206,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,202,000 | 97 |
Number of Managed Accounts | $2,181,000 | 82 |
Personal Trust and Agency Accounts | $1,321,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 49 |
Employee Benefit-defined Benefit Accounts | $19,000 | 67 |
Number of other employee benefit and retirement-related accounts | $226,000 | 110 |
Corporate Trust and Agency Accounts | $6,000 | 131 |
Number of managed investment management and investment advisory agency accounts | $460,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,021,000 | 82 |
Personal Trust and Agency Accounts | $56,000 | 196 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $54,000 | 153 |
Employee Benefit-defined Benefit Accounts | $23,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 545 |
Corporate Trust and Agency Accounts | $877,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda | ||
Custody and Safekeeping Accounts | $204,000 | 162 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,095,000 | 92 |
Number of Managed Accounts | $2,075,000 | 84 |
Personal Trust and Agency Accounts | $1,269,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $137,000 | 48 |
Employee Benefit-defined Benefit Accounts | $20,000 | 61 |
Number of other employee benefit and retirement-related accounts | $209,000 | 109 |
Corporate Trust and Agency Accounts | $10,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $430,000 | 102 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,020,000 | 69 |
Personal Trust and Agency Accounts | $60,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 141 |
Employee Benefit-defined Benefit Accounts | $22,000 | 64 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 241 |
Corporate Trust and Agency Accounts | $875,000 | 28 |
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 | $223,000 | 122 |
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 | $2,996,000 | 91 |
Number of Managed Accounts | $1,963,000 | 85 |
Personal Trust and Agency Accounts | $1,233,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $139,000 | 49 |
Employee Benefit-defined Benefit Accounts | $20,000 | 63 |
Number of other employee benefit and retirement-related accounts | $180,000 | 131 |
Corporate Trust and Agency Accounts | $10,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $381,000 | 110 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,033,000 | 71 |
Personal Trust and Agency Accounts | $61,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $54,000 | 135 |
Employee Benefit-defined Benefit Accounts | $21,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 241 |
Corporate Trust and Agency Accounts | $883,000 | 27 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $217,000 | 124 |
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 | $2,899,000 | 97 |
Number of Managed Accounts | $1,876,000 | 93 |
Personal Trust and Agency Accounts | $1,189,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $143,000 | 49 |
Employee Benefit-defined Benefit Accounts | $19,000 | 68 |
Number of other employee benefit and retirement-related accounts | $156,000 | 147 |
Corporate Trust and Agency Accounts | $10,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $359,000 | 116 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,023,000 | 74 |
Personal Trust and Agency Accounts | $61,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 135 |
Employee Benefit-defined Benefit Accounts | $20,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 215 |
Corporate Trust and Agency Accounts | $862,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $209,000 | 132 |
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 | $2,938,000 | 105 |
Number of Managed Accounts | $1,849,000 | 96 |
Personal Trust and Agency Accounts | $1,229,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $136,000 | 54 |
Employee Benefit-defined Benefit Accounts | $23,000 | 67 |
Number of other employee benefit and retirement-related accounts | $148,000 | 178 |
Corporate Trust and Agency Accounts | $10,000 | 101 |
Number of managed investment management and investment advisory agency accounts | $303,000 | 138 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,089,000 | 84 |
Personal Trust and Agency Accounts | $63,000 | 197 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $63,000 | 148 |
Employee Benefit-defined Benefit Accounts | $24,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 471 |
Corporate Trust and Agency Accounts | $866,000 | 30 |
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 | $55,000 | 70 |
Memoranda | ||
Custody and Safekeeping Accounts | $199,000 | 166 |
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 | $2,800,000 | 98 |
Number of Managed Accounts | $1,815,000 | 93 |
Personal Trust and Agency Accounts | $1,191,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $143,000 | 50 |
Employee Benefit-defined Benefit Accounts | $20,000 | 64 |
Number of other employee benefit and retirement-related accounts | $147,000 | 144 |
Corporate Trust and Agency Accounts | $11,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $303,000 | 130 |
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 | $985,000 | 85 |
Personal Trust and Agency Accounts | $50,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 151 |
Employee Benefit-defined Benefit Accounts | $21,000 | 67 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 242 |
Corporate Trust and Agency Accounts | $849,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Custody and Safekeeping Accounts | $200,000 | 146 |
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 | $2,747,000 | 101 |
Number of Managed Accounts | $1,750,000 | 98 |
Personal Trust and Agency Accounts | $1,168,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $136,000 | 50 |
Employee Benefit-defined Benefit Accounts | $20,000 | 65 |
Number of other employee benefit and retirement-related accounts | $144,000 | 148 |
Corporate Trust and Agency Accounts | $11,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $271,000 | 147 |
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 | $997,000 | 87 |
Personal Trust and Agency Accounts | $46,000 | 143 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 132 |
Employee Benefit-defined Benefit Accounts | $21,000 | 69 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 250 |
Corporate Trust and Agency Accounts | $850,000 | 33 |
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 | $227,000 | 135 |
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 | $2,608,000 | 104 |
Number of Managed Accounts | $1,645,000 | 102 |
Personal Trust and Agency Accounts | $1,089,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $222,000 | 34 |
Employee Benefit-defined Benefit Accounts | $16,000 | 80 |
Number of other employee benefit and retirement-related accounts | $123,000 | 161 |
Corporate Trust and Agency Accounts | $15,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $180,000 | 187 |
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 | $963,000 | 89 |
Personal Trust and Agency Accounts | $38,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 138 |
Employee Benefit-defined Benefit Accounts | $17,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 236 |
Corporate Trust and Agency Accounts | $823,000 | 35 |
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 | $179,000 | 152 |
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 | $2,639,000 | 115 |
Number of Managed Accounts | $1,642,000 | 110 |
Personal Trust and Agency Accounts | $1,166,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $186,000 | 44 |
Employee Benefit-defined Benefit Accounts | $11,000 | 98 |
Number of other employee benefit and retirement-related accounts | $70,000 | 290 |
Corporate Trust and Agency Accounts | $11,000 | 106 |
Number of managed investment management and investment advisory agency accounts | $198,000 | 192 |
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 | $997,000 | 99 |
Personal Trust and Agency Accounts | $39,000 | 270 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 137 |
Employee Benefit-defined Benefit Accounts | $3,000 | 158 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 537 |
Corporate Trust and Agency Accounts | $856,000 | 37 |
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 | $224,000 | 169 |
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 | $2,607,000 | 111 |
Number of Managed Accounts | $1,610,000 | 113 |
Personal Trust and Agency Accounts | $1,166,000 | 84 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $187,000 | 45 |
Employee Benefit-defined Benefit Accounts | $10,000 | 101 |
Number of other employee benefit and retirement-related accounts | $70,000 | 226 |
Corporate Trust and Agency Accounts | $11,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $166,000 | 197 |
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 | $997,000 | 94 |
Personal Trust and Agency Accounts | $39,000 | 163 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 133 |
Employee Benefit-defined Benefit Accounts | $3,000 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 249 |
Corporate Trust and Agency Accounts | $856,000 | 39 |
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 | $256,000 | 128 |
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 | $2,644,000 | 111 |
Number of Managed Accounts | $1,666,000 | 108 |
Personal Trust and Agency Accounts | $1,102,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $220,000 | 40 |
Employee Benefit-defined Benefit Accounts | $16,000 | 86 |
Number of other employee benefit and retirement-related accounts | $129,000 | 159 |
Corporate Trust and Agency Accounts | $15,000 | 52 |
Number of managed investment management and investment advisory agency accounts | $184,000 | 188 |
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 | $978,000 | 96 |
Personal Trust and Agency Accounts | $39,000 | 171 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 149 |
Employee Benefit-defined Benefit Accounts | $17,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 243 |
Corporate Trust and Agency Accounts | $831,000 | 41 |
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 | $182,000 | 158 |
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 | $2,622,000 | 113 |
Number of Managed Accounts | $1,644,000 | 117 |
Personal Trust and Agency Accounts | $1,102,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $221,000 | 45 |
Employee Benefit-defined Benefit Accounts | $16,000 | 87 |
Number of other employee benefit and retirement-related accounts | $124,000 | 162 |
Corporate Trust and Agency Accounts | $15,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $162,000 | 204 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 112 |
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 | $978,000 | 95 |
Personal Trust and Agency Accounts | $39,000 | 173 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 154 |
Employee Benefit-defined Benefit Accounts | $17,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 249 |
Corporate Trust and Agency Accounts | $831,000 | 42 |
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 | $257,000 | 130 |
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 | $2,716,000 | 117 |
Number of Managed Accounts | $1,666,000 | 121 |
Personal Trust and Agency Accounts | $1,088,000 | 97 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $246,000 | 43 |
Employee Benefit-defined Benefit Accounts | $14,000 | 99 |
Number of other employee benefit and retirement-related accounts | $126,000 | 196 |
Corporate Trust and Agency Accounts | $15,000 | 104 |
Number of managed investment management and investment advisory agency accounts | $177,000 | 220 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,050,000 | 100 |
Personal Trust and Agency Accounts | $39,000 | 293 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 167 |
Employee Benefit-defined Benefit Accounts | $15,000 | 100 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 502 |
Corporate Trust and Agency Accounts | $845,000 | 40 |
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 | $56,000 | 75 |
Memoranda | ||
Custody and Safekeeping Accounts | $184,000 | 206 |
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 | $2,915,000 | 99 |
Number of Managed Accounts | $1,687,000 | 105 |
Personal Trust and Agency Accounts | $1,095,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $321,000 | 37 |
Employee Benefit-defined Benefit Accounts | $14,000 | 99 |
Number of other employee benefit and retirement-related accounts | $129,000 | 178 |
Corporate Trust and Agency Accounts | $18,000 | 92 |
Number of managed investment management and investment advisory agency accounts | $106,000 | 268 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 215 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,228,000 | 84 |
Personal Trust and Agency Accounts | $40,000 | 253 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 147 |
Employee Benefit-defined Benefit Accounts | $14,000 | 101 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 435 |
Corporate Trust and Agency Accounts | $889,000 | 41 |
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 | $171,000 | 35 |
Memoranda | ||
Custody and Safekeeping Accounts | $105,000 | 281 |
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 |