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 | $40,373,000 | 20 |
Number of Managed Accounts | $37,397,000 | 13 |
Personal Trust and Agency Accounts | $12,104,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,632,000 | 28 |
Employee Benefit-defined Benefit Accounts | $30,000 | 28 |
Number of other employee benefit and retirement-related accounts | $4,511,000 | 26 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $16,291,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,770,000 | 6 |
Other Fiduciary Accounts | $59,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,468,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,976,000 | 35 |
Personal Trust and Agency Accounts | $745,000 | 21 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $24,000 | 117 |
Employee Benefit-defined Benefit Accounts | $276,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $1,103,000 | 9 |
Number (#) individual retirement, health savings, and other similar accounts | $714,000 | 1 |
Other Fiduciary Accounts | $15,000 | 37 |
Memoranda |
Custody and Safekeeping Accounts | $4,729,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 122 |
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 | $40,830,000 | 19 |
Number of Managed Accounts | $37,742,000 | 12 |
Personal Trust and Agency Accounts | $12,617,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,239,000 | 35 |
Employee Benefit-defined Benefit Accounts | $36,000 | 21 |
Number of other employee benefit and retirement-related accounts | $4,442,000 | 28 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $16,582,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,767,000 | 6 |
Other Fiduciary Accounts | $59,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,398,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,088,000 | 36 |
Personal Trust and Agency Accounts | $849,000 | 23 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,000 | 124 |
Employee Benefit-defined Benefit Accounts | $269,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $102,000 | 108 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $1,116,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $714,000 | 1 |
Other Fiduciary Accounts | $15,000 | 46 |
Memoranda |
Custody and Safekeeping Accounts | $4,690,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 136 |
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 | $40,694,000 | 19 |
Number of Managed Accounts | $37,629,000 | 13 |
Personal Trust and Agency Accounts | $12,776,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,246,000 | 4 |
Employee Benefit-defined Benefit Accounts | $40,000 | 22 |
Number of other employee benefit and retirement-related accounts | $4,412,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $16,347,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,749,000 | 6 |
Other Fiduciary Accounts | $59,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,363,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,065,000 | 39 |
Personal Trust and Agency Accounts | $850,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,000 | 118 |
Employee Benefit-defined Benefit Accounts | $268,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 63 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $1,104,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $704,000 | 1 |
Other Fiduciary Accounts | $15,000 | 34 |
Memoranda |
Custody and Safekeeping Accounts | $4,685,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 87 |
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 | $40,761,000 | 19 |
Number of Managed Accounts | $37,712,000 | 13 |
Personal Trust and Agency Accounts | $13,027,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,252,000 | 4 |
Employee Benefit-defined Benefit Accounts | $45,000 | 23 |
Number of other employee benefit and retirement-related accounts | $4,426,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $16,189,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,713,000 | 6 |
Other Fiduciary Accounts | $60,000 | 20 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,369,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $3,049,000 | 41 |
Personal Trust and Agency Accounts | $846,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,000 | 129 |
Employee Benefit-defined Benefit Accounts | $267,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $97,000 | 92 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $1,097,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $702,000 | 1 |
Other Fiduciary Accounts | $15,000 | 45 |
Memoranda |
Custody and Safekeeping Accounts | $4,885,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 135 |
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 | $40,265,000 | 19 |
Number of Managed Accounts | $37,231,000 | 13 |
Personal Trust and Agency Accounts | $13,134,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,241,000 | 4 |
Employee Benefit-defined Benefit Accounts | $42,000 | 25 |
Number of other employee benefit and retirement-related accounts | $4,381,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $15,676,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,697,000 | 6 |
Other Fiduciary Accounts | $60,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,323,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,034,000 | 38 |
Personal Trust and Agency Accounts | $820,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,000 | 121 |
Employee Benefit-defined Benefit Accounts | $272,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $97,000 | 66 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $1,103,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $701,000 | 1 |
Other Fiduciary Accounts | $16,000 | 35 |
Memoranda |
Custody and Safekeeping Accounts | $4,954,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 87 |
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 | $39,980,000 | 18 |
Number of Managed Accounts | $36,949,000 | 13 |
Personal Trust and Agency Accounts | $13,290,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,231,000 | 3 |
Employee Benefit-defined Benefit Accounts | $42,000 | 21 |
Number of other employee benefit and retirement-related accounts | $4,317,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $15,317,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,692,000 | 6 |
Other Fiduciary Accounts | $60,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,259,000 | 19 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,031,000 | 32 |
Personal Trust and Agency Accounts | $826,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,000 | 118 |
Employee Benefit-defined Benefit Accounts | $273,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $96,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $1,108,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $687,000 | 1 |
Other Fiduciary Accounts | $16,000 | 39 |
Memoranda |
Custody and Safekeeping Accounts | $4,941,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 93 |
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 | $40,119,000 | 18 |
Number of Managed Accounts | $37,041,000 | 13 |
Personal Trust and Agency Accounts | $13,442,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,239,000 | 3 |
Employee Benefit-defined Benefit Accounts | $42,000 | 20 |
Number of other employee benefit and retirement-related accounts | $4,310,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $15,243,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,706,000 | 6 |
Other Fiduciary Accounts | $59,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,252,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,078,000 | 31 |
Personal Trust and Agency Accounts | $837,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 102 |
Employee Benefit-defined Benefit Accounts | $279,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $98,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $1,129,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $687,000 | 1 |
Other Fiduciary Accounts | $16,000 | 36 |
Memoranda |
Custody and Safekeeping Accounts | $4,875,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 82 |
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 | $39,928,000 | 18 |
Number of Managed Accounts | $36,827,000 | 12 |
Personal Trust and Agency Accounts | $13,548,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,251,000 | 3 |
Employee Benefit-defined Benefit Accounts | $42,000 | 23 |
Number of other employee benefit and retirement-related accounts | $4,212,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $15,006,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,709,000 | 6 |
Other Fiduciary Accounts | $59,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,154,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $3,101,000 | 31 |
Personal Trust and Agency Accounts | $852,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 107 |
Employee Benefit-defined Benefit Accounts | $271,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $100,000 | 92 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $1,145,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $684,000 | 1 |
Other Fiduciary Accounts | $17,000 | 45 |
Memoranda |
Custody and Safekeeping Accounts | $4,980,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 126 |
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 | $39,590,000 | 18 |
Number of Managed Accounts | $36,482,000 | 12 |
Personal Trust and Agency Accounts | $13,691,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,238,000 | 3 |
Employee Benefit-defined Benefit Accounts | $43,000 | 22 |
Number of other employee benefit and retirement-related accounts | $4,128,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $14,600,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,722,000 | 6 |
Other Fiduciary Accounts | $60,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,070,000 | 19 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,108,000 | 30 |
Personal Trust and Agency Accounts | $836,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 103 |
Employee Benefit-defined Benefit Accounts | $264,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 66 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $1,146,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $714,000 | 1 |
Other Fiduciary Accounts | $17,000 | 35 |
Memoranda |
Custody and Safekeeping Accounts | $5,153,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $106,000 | 79 |
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 | $39,308,000 | 19 |
Number of Managed Accounts | $36,190,000 | 13 |
Personal Trust and Agency Accounts | $13,757,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,246,000 | 3 |
Employee Benefit-defined Benefit Accounts | $42,000 | 22 |
Number of other employee benefit and retirement-related accounts | $4,062,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $14,297,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,724,000 | 6 |
Other Fiduciary Accounts | $62,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $4,007,000 | 19 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,118,000 | 31 |
Personal Trust and Agency Accounts | $850,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 109 |
Employee Benefit-defined Benefit Accounts | $257,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $1,143,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $721,000 | 1 |
Other Fiduciary Accounts | $17,000 | 36 |
Memoranda |
Custody and Safekeeping Accounts | $5,178,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 88 |
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 | $39,088,000 | 18 |
Number of Managed Accounts | $35,973,000 | 12 |
Personal Trust and Agency Accounts | $13,807,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,246,000 | 3 |
Employee Benefit-defined Benefit Accounts | $45,000 | 22 |
Number of other employee benefit and retirement-related accounts | $4,005,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $14,082,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,728,000 | 6 |
Other Fiduciary Accounts | $60,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,948,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,115,000 | 31 |
Personal Trust and Agency Accounts | $858,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 79 |
Employee Benefit-defined Benefit Accounts | $252,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $1,121,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $713,000 | 1 |
Other Fiduciary Accounts | $17,000 | 35 |
Memoranda |
Custody and Safekeeping Accounts | $5,098,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 79 |
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 | $39,111,000 | 19 |
Number of Managed Accounts | $35,970,000 | 12 |
Personal Trust and Agency Accounts | $13,964,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,265,000 | 3 |
Employee Benefit-defined Benefit Accounts | $48,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,970,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $13,933,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,730,000 | 6 |
Other Fiduciary Accounts | $60,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,912,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $3,141,000 | 33 |
Personal Trust and Agency Accounts | $852,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $53,000 | 81 |
Employee Benefit-defined Benefit Accounts | $252,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 98 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $1,155,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $713,000 | 1 |
Other Fiduciary Accounts | $17,000 | 46 |
Memoranda |
Custody and Safekeeping Accounts | $5,076,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 125 |
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 | $39,104,000 | 18 |
Number of Managed Accounts | $35,999,000 | 12 |
Personal Trust and Agency Accounts | $14,110,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,246,000 | 3 |
Employee Benefit-defined Benefit Accounts | $47,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,949,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $13,868,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,720,000 | 6 |
Other Fiduciary Accounts | $59,000 | 17 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,891,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,105,000 | 32 |
Personal Trust and Agency Accounts | $828,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 77 |
Employee Benefit-defined Benefit Accounts | $247,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $99,000 | 68 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $1,151,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $709,000 | 1 |
Other Fiduciary Accounts | $17,000 | 37 |
Memoranda |
Custody and Safekeeping Accounts | $5,076,000 | 23 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 81 |
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 | $39,114,000 | 18 |
Number of Managed Accounts | $36,004,000 | 12 |
Personal Trust and Agency Accounts | $14,144,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,260,000 | 3 |
Employee Benefit-defined Benefit Accounts | $47,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,919,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $13,847,000 | 12 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,729,000 | 6 |
Other Fiduciary Accounts | $58,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,861,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,110,000 | 32 |
Personal Trust and Agency Accounts | $828,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 80 |
Employee Benefit-defined Benefit Accounts | $251,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $100,000 | 75 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $1,146,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $714,000 | 1 |
Other Fiduciary Accounts | $17,000 | 36 |
Memoranda |
Custody and Safekeeping Accounts | $5,017,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 91 |
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 | $39,500,000 | 18 |
Number of Managed Accounts | $36,346,000 | 12 |
Personal Trust and Agency Accounts | $14,413,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,280,000 | 3 |
Employee Benefit-defined Benefit Accounts | $47,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,930,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $13,859,000 | 12 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,759,000 | 6 |
Other Fiduciary Accounts | $58,000 | 16 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,872,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,154,000 | 32 |
Personal Trust and Agency Accounts | $840,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 78 |
Employee Benefit-defined Benefit Accounts | $258,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $108,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $1,154,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $724,000 | 2 |
Other Fiduciary Accounts | $16,000 | 39 |
Memoranda |
Custody and Safekeeping Accounts | $4,929,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 87 |
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 | $39,633,000 | 18 |
Number of Managed Accounts | $36,489,000 | 12 |
Personal Trust and Agency Accounts | $14,599,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,285,000 | 3 |
Employee Benefit-defined Benefit Accounts | $48,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,929,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $13,793,000 | 12 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,774,000 | 7 |
Other Fiduciary Accounts | $61,000 | 20 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,871,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $3,144,000 | 32 |
Personal Trust and Agency Accounts | $850,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 83 |
Employee Benefit-defined Benefit Accounts | $238,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $109,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $1,166,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $711,000 | 2 |
Other Fiduciary Accounts | $16,000 | 53 |
Memoranda |
Custody and Safekeeping Accounts | $4,928,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $110,000 | 131 |
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 | $44,725,000 | 17 |
Number of Managed Accounts | $41,660,000 | 12 |
Personal Trust and Agency Accounts | $20,030,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,280,000 | 3 |
Employee Benefit-defined Benefit Accounts | $48,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,856,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $13,613,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,772,000 | 6 |
Other Fiduciary Accounts | $61,000 | 18 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,798,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,065,000 | 33 |
Personal Trust and Agency Accounts | $764,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $52,000 | 79 |
Employee Benefit-defined Benefit Accounts | $223,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $108,000 | 70 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $1,187,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $715,000 | 2 |
Other Fiduciary Accounts | $16,000 | 38 |
Memoranda |
Custody and Safekeeping Accounts | $4,775,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $110,000 | 83 |
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 | $45,020,000 | 16 |
Number of Managed Accounts | $41,826,000 | 11 |
Personal Trust and Agency Accounts | $20,349,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,273,000 | 3 |
Employee Benefit-defined Benefit Accounts | $50,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,819,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $13,504,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,772,000 | 6 |
Other Fiduciary Accounts | $59,000 | 20 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,761,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,194,000 | 33 |
Personal Trust and Agency Accounts | $878,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $51,000 | 82 |
Employee Benefit-defined Benefit Accounts | $221,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $115,000 | 70 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $1,204,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $715,000 | 2 |
Other Fiduciary Accounts | $10,000 | 50 |
Memoranda |
Custody and Safekeeping Accounts | $4,872,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $110,000 | 90 |
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 | $45,090,000 | 16 |
Number of Managed Accounts | $41,871,000 | 10 |
Personal Trust and Agency Accounts | $20,553,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,289,000 | 3 |
Employee Benefit-defined Benefit Accounts | $51,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,771,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $13,366,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,782,000 | 6 |
Other Fiduciary Accounts | $59,000 | 21 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,713,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,219,000 | 33 |
Personal Trust and Agency Accounts | $887,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 82 |
Employee Benefit-defined Benefit Accounts | $224,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $112,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $1,222,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $709,000 | 2 |
Other Fiduciary Accounts | $10,000 | 50 |
Memoranda |
Custody and Safekeeping Accounts | $4,883,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $111,000 | 91 |
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 | $45,206,000 | 16 |
Number of Managed Accounts | $41,968,000 | 10 |
Personal Trust and Agency Accounts | $20,653,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,303,000 | 3 |
Employee Benefit-defined Benefit Accounts | $48,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,763,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $13,410,000 | 11 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,789,000 | 6 |
Other Fiduciary Accounts | $2,000 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,698,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $3,238,000 | 33 |
Personal Trust and Agency Accounts | $903,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 85 |
Employee Benefit-defined Benefit Accounts | $203,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $110,000 | 98 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $1,254,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $703,000 | 2 |
Other Fiduciary Accounts | $10,000 | 71 |
Memoranda |
Custody and Safekeeping Accounts | $4,837,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $112,000 | 128 |
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 | $45,287,000 | 17 |
Number of Managed Accounts | $41,992,000 | 10 |
Personal Trust and Agency Accounts | $20,873,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,258,000 | 3 |
Employee Benefit-defined Benefit Accounts | $51,000 | 21 |
Number of other employee benefit and retirement-related accounts | $3,723,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $13,290,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,795,000 | 5 |
Other Fiduciary Accounts | $2,000 | 95 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,658,000 | 19 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,295,000 | 31 |
Personal Trust and Agency Accounts | $903,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 82 |
Employee Benefit-defined Benefit Accounts | $234,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $109,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $1,283,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $699,000 | 2 |
Other Fiduciary Accounts | $11,000 | 49 |
Memoranda |
Custody and Safekeeping Accounts | $4,793,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 88 |
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 | $45,428,000 | 16 |
Number of Managed Accounts | $42,069,000 | 10 |
Personal Trust and Agency Accounts | $21,007,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,231,000 | 3 |
Employee Benefit-defined Benefit Accounts | $53,000 | 22 |
Number of other employee benefit and retirement-related accounts | $3,686,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $13,269,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,822,000 | 5 |
Other Fiduciary Accounts | $1,000 | 103 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,619,000 | 19 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,359,000 | 30 |
Personal Trust and Agency Accounts | $920,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 82 |
Employee Benefit-defined Benefit Accounts | $244,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $104,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $1,333,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $692,000 | 2 |
Other Fiduciary Accounts | $11,000 | 50 |
Memoranda |
Custody and Safekeeping Accounts | $4,799,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $112,000 | 89 |
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 | $45,253,000 | 17 |
Number of Managed Accounts | $41,841,000 | 10 |
Personal Trust and Agency Accounts | $21,044,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,202,000 | 3 |
Employee Benefit-defined Benefit Accounts | $54,000 | 21 |
Number of other employee benefit and retirement-related accounts | $3,652,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $13,065,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,823,000 | 5 |
Other Fiduciary Accounts | $1,000 | 105 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,586,000 | 19 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,412,000 | 29 |
Personal Trust and Agency Accounts | $919,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 84 |
Employee Benefit-defined Benefit Accounts | $255,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $103,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $1,378,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $691,000 | 2 |
Other Fiduciary Accounts | $11,000 | 51 |
Memoranda |
Custody and Safekeeping Accounts | $4,930,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $112,000 | 93 |
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 | $45,794,000 | 17 |
Number of Managed Accounts | $42,235,000 | 10 |
Personal Trust and Agency Accounts | $21,393,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,251,000 | 3 |
Employee Benefit-defined Benefit Accounts | $44,000 | 29 |
Number of other employee benefit and retirement-related accounts | $3,676,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $13,038,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,831,000 | 5 |
Other Fiduciary Accounts | $2,000 | 152 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,600,000 | 19 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $3,559,000 | 32 |
Personal Trust and Agency Accounts | $982,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 86 |
Employee Benefit-defined Benefit Accounts | $265,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $102,000 | 108 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $1,450,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $693,000 | 2 |
Other Fiduciary Accounts | $10,000 | 79 |
Memoranda |
Custody and Safekeeping Accounts | $4,965,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 128 |
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 | $45,727,000 | 17 |
Number of Managed Accounts | $42,163,000 | 10 |
Personal Trust and Agency Accounts | $21,375,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,224,000 | 4 |
Employee Benefit-defined Benefit Accounts | $44,000 | 26 |
Number of other employee benefit and retirement-related accounts | $3,673,000 | 18 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $12,996,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,849,000 | 5 |
Other Fiduciary Accounts | $2,000 | 98 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,595,000 | 18 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,564,000 | 29 |
Personal Trust and Agency Accounts | $958,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 83 |
Employee Benefit-defined Benefit Accounts | $270,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $105,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $1,472,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $692,000 | 2 |
Other Fiduciary Accounts | $10,000 | 57 |
Memoranda |
Custody and Safekeeping Accounts | $4,943,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 90 |
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 | $45,956,000 | 16 |
Number of Managed Accounts | $42,325,000 | 10 |
Personal Trust and Agency Accounts | $21,539,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,190,000 | 3 |
Employee Benefit-defined Benefit Accounts | $46,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,672,000 | 18 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $13,032,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,844,000 | 5 |
Other Fiduciary Accounts | $2,000 | 101 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,587,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,631,000 | 29 |
Personal Trust and Agency Accounts | $995,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 85 |
Employee Benefit-defined Benefit Accounts | $268,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $104,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $1,505,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $692,000 | 2 |
Other Fiduciary Accounts | $11,000 | 55 |
Memoranda |
Custody and Safekeeping Accounts | $5,079,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $124,000 | 85 |
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 | $45,787,000 | 16 |
Number of Managed Accounts | $42,170,000 | 10 |
Personal Trust and Agency Accounts | $21,533,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,147,000 | 3 |
Employee Benefit-defined Benefit Accounts | $48,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,680,000 | 17 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $12,904,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,856,000 | 5 |
Other Fiduciary Accounts | $2,000 | 97 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,593,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,617,000 | 30 |
Personal Trust and Agency Accounts | $987,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 84 |
Employee Benefit-defined Benefit Accounts | $258,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 78 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $1,514,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $690,000 | 2 |
Other Fiduciary Accounts | $11,000 | 59 |
Memoranda |
Custody and Safekeeping Accounts | $5,004,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $119,000 | 89 |
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 | $46,211,000 | 16 |
Number of Managed Accounts | $42,481,000 | 10 |
Personal Trust and Agency Accounts | $21,740,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,150,000 | 3 |
Employee Benefit-defined Benefit Accounts | $57,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,730,000 | 17 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $12,962,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,840,000 | 5 |
Other Fiduciary Accounts | $2,000 | 152 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,641,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $3,730,000 | 31 |
Personal Trust and Agency Accounts | $1,057,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $68,000 | 77 |
Employee Benefit-defined Benefit Accounts | $258,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 115 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $1,544,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $691,000 | 2 |
Other Fiduciary Accounts | $11,000 | 81 |
Memoranda |
Custody and Safekeeping Accounts | $5,066,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 129 |
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 | $43,806,000 | 16 |
Number of Managed Accounts | $40,124,000 | 10 |
Personal Trust and Agency Accounts | $20,768,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,104,000 | 3 |
Employee Benefit-defined Benefit Accounts | $54,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,505,000 | 18 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $11,924,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,767,000 | 5 |
Other Fiduciary Accounts | $2,000 | 90 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,409,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,682,000 | 28 |
Personal Trust and Agency Accounts | $1,004,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $68,000 | 74 |
Employee Benefit-defined Benefit Accounts | $271,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $107,000 | 78 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $1,528,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $693,000 | 2 |
Other Fiduciary Accounts | $11,000 | 54 |
Memoranda |
Custody and Safekeeping Accounts | $4,827,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 108 |
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 | $44,045,000 | 16 |
Number of Managed Accounts | $40,316,000 | 9 |
Personal Trust and Agency Accounts | $20,952,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,094,000 | 3 |
Employee Benefit-defined Benefit Accounts | $55,000 | 22 |
Number of other employee benefit and retirement-related accounts | $3,475,000 | 17 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $11,932,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,805,000 | 5 |
Other Fiduciary Accounts | $3,000 | 85 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,378,000 | 17 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,729,000 | 28 |
Personal Trust and Agency Accounts | $998,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $70,000 | 74 |
Employee Benefit-defined Benefit Accounts | $269,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $107,000 | 79 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $1,562,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $711,000 | 3 |
Other Fiduciary Accounts | $12,000 | 51 |
Memoranda |
Custody and Safekeeping Accounts | $4,832,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $96,000 | 108 |
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 | $44,313,000 | 16 |
Number of Managed Accounts | $40,501,000 | 9 |
Personal Trust and Agency Accounts | $21,084,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,115,000 | 3 |
Employee Benefit-defined Benefit Accounts | $67,000 | 19 |
Number of other employee benefit and retirement-related accounts | $3,493,000 | 16 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $11,920,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,817,000 | 5 |
Other Fiduciary Accounts | $5,000 | 77 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,395,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,812,000 | 27 |
Personal Trust and Agency Accounts | $1,016,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $70,000 | 75 |
Employee Benefit-defined Benefit Accounts | $271,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $114,000 | 78 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $1,593,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $736,000 | 3 |
Other Fiduciary Accounts | $12,000 | 50 |
Memoranda |
Custody and Safekeeping Accounts | $5,060,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 105 |
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 | $44,668,000 | 15 |
Number of Managed Accounts | $40,683,000 | 10 |
Personal Trust and Agency Accounts | $21,207,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,118,000 | 3 |
Employee Benefit-defined Benefit Accounts | $69,000 | 22 |
Number of other employee benefit and retirement-related accounts | $3,535,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $11,889,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,860,000 | 5 |
Other Fiduciary Accounts | $5,000 | 109 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,438,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $3,985,000 | 27 |
Personal Trust and Agency Accounts | $1,142,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $68,000 | 84 |
Employee Benefit-defined Benefit Accounts | $274,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $112,000 | 112 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $1,628,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $749,000 | 3 |
Other Fiduciary Accounts | $12,000 | 76 |
Memoranda |
Custody and Safekeeping Accounts | $5,018,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 160 |
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 | $44,877,000 | 15 |
Number of Managed Accounts | $40,774,000 | 9 |
Personal Trust and Agency Accounts | $21,649,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,084,000 | 3 |
Employee Benefit-defined Benefit Accounts | $55,000 | 26 |
Number of other employee benefit and retirement-related accounts | $3,465,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $11,726,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,790,000 | 5 |
Other Fiduciary Accounts | $5,000 | 76 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,369,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,103,000 | 25 |
Personal Trust and Agency Accounts | $1,264,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $69,000 | 81 |
Employee Benefit-defined Benefit Accounts | $277,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $106,000 | 83 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $1,646,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $729,000 | 3 |
Other Fiduciary Accounts | $12,000 | 53 |
Memoranda |
Custody and Safekeeping Accounts | $5,105,000 | 25 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 109 |
2015-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $45,004,000 | 15 |
Number of Managed Accounts | $40,865,000 | 10 |
Personal Trust and Agency Accounts | $21,851,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,065,000 | 4 |
Employee Benefit-defined Benefit Accounts | $56,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,458,000 | 16 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $11,633,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,797,000 | 5 |
Other Fiduciary Accounts | $5,000 | 76 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,362,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,139,000 | 26 |
Personal Trust and Agency Accounts | $1,287,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $68,000 | 82 |
Employee Benefit-defined Benefit Accounts | $279,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $104,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $1,670,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $719,000 | 3 |
Other Fiduciary Accounts | $12,000 | 54 |
Memoranda |
Custody and Safekeeping Accounts | $5,326,000 | 27 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $94,000 | 104 |
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 | $44,970,000 | 16 |
Number of Managed Accounts | $40,889,000 | 9 |
Personal Trust and Agency Accounts | $22,073,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,074,000 | 3 |
Employee Benefit-defined Benefit Accounts | $59,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,435,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $11,475,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,818,000 | 5 |
Other Fiduciary Accounts | $5,000 | 75 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,338,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,081,000 | 28 |
Personal Trust and Agency Accounts | $1,275,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $68,000 | 82 |
Employee Benefit-defined Benefit Accounts | $279,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $102,000 | 88 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $1,700,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $715,000 | 3 |
Other Fiduciary Accounts | $12,000 | 56 |
Memoranda |
Custody and Safekeeping Accounts | $5,365,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 111 |
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 | $45,188,000 | 16 |
Number of Managed Accounts | $40,906,000 | 9 |
Personal Trust and Agency Accounts | $22,257,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,050,000 | 3 |
Employee Benefit-defined Benefit Accounts | $61,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,358,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $11,367,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,808,000 | 5 |
Other Fiduciary Accounts | $5,000 | 103 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,260,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $4,282,000 | 30 |
Personal Trust and Agency Accounts | $1,320,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $67,000 | 89 |
Employee Benefit-defined Benefit Accounts | $278,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $98,000 | 134 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $1,732,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $773,000 | 4 |
Other Fiduciary Accounts | $14,000 | 79 |
Memoranda |
Custody and Safekeeping Accounts | $5,492,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 176 |
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 | $45,577,000 | 16 |
Number of Managed Accounts | $41,131,000 | 9 |
Personal Trust and Agency Accounts | $22,570,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,002,000 | 3 |
Employee Benefit-defined Benefit Accounts | $62,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,382,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $11,325,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,785,000 | 5 |
Other Fiduciary Accounts | $5,000 | 66 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,280,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,446,000 | 28 |
Personal Trust and Agency Accounts | $1,374,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $67,000 | 81 |
Employee Benefit-defined Benefit Accounts | $271,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $95,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $1,764,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $863,000 | 3 |
Other Fiduciary Accounts | $12,000 | 56 |
Memoranda |
Custody and Safekeeping Accounts | $5,616,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $98,000 | 107 |
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 | $46,004,000 | 18 |
Number of Managed Accounts | $41,486,000 | 9 |
Personal Trust and Agency Accounts | $22,904,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $972,000 | 3 |
Employee Benefit-defined Benefit Accounts | $62,000 | 23 |
Number of other employee benefit and retirement-related accounts | $3,410,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $11,324,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,809,000 | 5 |
Other Fiduciary Accounts | $5,000 | 67 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,308,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,518,000 | 28 |
Personal Trust and Agency Accounts | $1,396,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $69,000 | 77 |
Employee Benefit-defined Benefit Accounts | $264,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $94,000 | 92 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $1,794,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $890,000 | 3 |
Other Fiduciary Accounts | $11,000 | 59 |
Memoranda |
Custody and Safekeeping Accounts | $5,856,000 | 24 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $98,000 | 109 |
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 | $45,410,000 | 19 |
Number of Managed Accounts | $40,941,000 | 9 |
Personal Trust and Agency Accounts | $22,765,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $939,000 | 4 |
Employee Benefit-defined Benefit Accounts | $65,000 | 24 |
Number of other employee benefit and retirement-related accounts | $3,345,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $11,009,000 | 10 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,813,000 | 5 |
Other Fiduciary Accounts | $5,000 | 67 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,242,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,469,000 | 30 |
Personal Trust and Agency Accounts | $1,368,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $66,000 | 84 |
Employee Benefit-defined Benefit Accounts | $264,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $94,000 | 96 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $1,782,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $884,000 | 3 |
Other Fiduciary Accounts | $11,000 | 63 |
Memoranda |
Custody and Safekeeping Accounts | $5,663,000 | 26 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $98,000 | 114 |
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 | $25,161,000 | 25 |
Number of Managed Accounts | $22,717,000 | 13 |
Personal Trust and Agency Accounts | $11,408,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $916,000 | 5 |
Employee Benefit-defined Benefit Accounts | $101,000 | 17 |
Number of other employee benefit and retirement-related accounts | $3,205,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $5,789,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,246,000 | 9 |
Other Fiduciary Accounts | $52,000 | 27 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,194,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $2,444,000 | 43 |
Personal Trust and Agency Accounts | $646,000 | 21 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $60,000 | 101 |
Employee Benefit-defined Benefit Accounts | $269,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 762 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $917,000 | 4 |
Number (#) individual retirement, health savings, and other similar accounts | $448,000 | 5 |
Other Fiduciary Accounts | $104,000 | 30 |
Memoranda |
Custody and Safekeeping Accounts | $3,550,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 177 |
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 | $25,133,000 | 26 |
Number of Managed Accounts | $22,658,000 | 14 |
Personal Trust and Agency Accounts | $12,407,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $888,000 | 5 |
Employee Benefit-defined Benefit Accounts | $114,000 | 14 |
Number of other employee benefit and retirement-related accounts | $3,158,000 | 16 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $5,702,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $338,000 | 22 |
Other Fiduciary Accounts | $51,000 | 26 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,147,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,475,000 | 45 |
Personal Trust and Agency Accounts | $736,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $59,000 | 95 |
Employee Benefit-defined Benefit Accounts | $264,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
Corporate Trust and Agency Accounts | $0 | 145 |
Number of investment management and advisory agency accounts, non-managed assets | $947,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $363,000 | 6 |
Other Fiduciary Accounts | $106,000 | 24 |
Memoranda |
Custody and Safekeeping Accounts | $3,513,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 114 |
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 | $25,167,000 | 26 |
Number of Managed Accounts | $22,689,000 | 13 |
Personal Trust and Agency Accounts | $12,494,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $852,000 | 5 |
Employee Benefit-defined Benefit Accounts | $124,000 | 13 |
Number of other employee benefit and retirement-related accounts | $3,105,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $5,714,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $349,000 | 21 |
Other Fiduciary Accounts | $51,000 | 25 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,094,000 | 13 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,478,000 | 45 |
Personal Trust and Agency Accounts | $743,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $59,000 | 97 |
Employee Benefit-defined Benefit Accounts | $257,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $953,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $359,000 | 6 |
Other Fiduciary Accounts | $107,000 | 24 |
Memoranda |
Custody and Safekeeping Accounts | $3,654,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 115 |
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 | $25,182,000 | 25 |
Number of Managed Accounts | $22,657,000 | 12 |
Personal Trust and Agency Accounts | $12,613,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $803,000 | 6 |
Employee Benefit-defined Benefit Accounts | $132,000 | 12 |
Number of other employee benefit and retirement-related accounts | $3,049,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $5,663,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $356,000 | 20 |
Other Fiduciary Accounts | $51,000 | 26 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $3,039,000 | 13 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,525,000 | 43 |
Personal Trust and Agency Accounts | $752,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $61,000 | 97 |
Employee Benefit-defined Benefit Accounts | $254,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $989,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $361,000 | 7 |
Other Fiduciary Accounts | $108,000 | 24 |
Memoranda |
Custody and Safekeeping Accounts | $3,647,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $110,000 | 110 |
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 | $24,935,000 | 24 |
Number of Managed Accounts | $22,403,000 | 11 |
Personal Trust and Agency Accounts | $12,635,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $738,000 | 6 |
Employee Benefit-defined Benefit Accounts | $149,000 | 12 |
Number of other employee benefit and retirement-related accounts | $3,002,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $5,484,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $354,000 | 19 |
Other Fiduciary Accounts | $41,000 | 26 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,992,000 | 13 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,199,000 | 22 |
Number of Non-Managed Accounts | $2,532,000 | 45 |
Personal Trust and Agency Accounts | $736,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $66,000 | 101 |
Employee Benefit-defined Benefit Accounts | $257,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 765 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $997,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $363,000 | 6 |
Other Fiduciary Accounts | $113,000 | 28 |
Memoranda |
Custody and Safekeeping Accounts | $3,914,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $120,000 | 160 |
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 | $24,357,000 | 25 |
Number of Managed Accounts | $21,889,000 | 12 |
Personal Trust and Agency Accounts | $12,653,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $651,000 | 6 |
Employee Benefit-defined Benefit Accounts | $162,000 | 10 |
Number of other employee benefit and retirement-related accounts | $2,907,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $5,121,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $355,000 | 19 |
Other Fiduciary Accounts | $40,000 | 25 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,897,000 | 13 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,468,000 | 42 |
Personal Trust and Agency Accounts | $679,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $66,000 | 88 |
Employee Benefit-defined Benefit Accounts | $260,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 278 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $989,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $305,000 | 4 |
Other Fiduciary Accounts | $166,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $3,570,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 100 |
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 | $24,241,000 | 24 |
Number of Managed Accounts | $21,717,000 | 11 |
Personal Trust and Agency Accounts | $12,705,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $611,000 | 6 |
Employee Benefit-defined Benefit Accounts | $165,000 | 10 |
Number of other employee benefit and retirement-related accounts | $2,848,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $4,994,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $355,000 | 17 |
Other Fiduciary Accounts | $39,000 | 22 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,838,000 | 12 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,524,000 | 43 |
Personal Trust and Agency Accounts | $715,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $66,000 | 91 |
Employee Benefit-defined Benefit Accounts | $269,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 282 |
Corporate Trust and Agency Accounts | $0 | 137 |
Number of investment management and advisory agency accounts, non-managed assets | $994,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $312,000 | 4 |
Other Fiduciary Accounts | $165,000 | 18 |
Memoranda |
Custody and Safekeeping Accounts | $3,524,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 101 |
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 | $24,184,000 | 25 |
Number of Managed Accounts | $21,650,000 | 12 |
Personal Trust and Agency Accounts | $12,828,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $552,000 | 8 |
Employee Benefit-defined Benefit Accounts | $176,000 | 8 |
Number of other employee benefit and retirement-related accounts | $2,772,000 | 14 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $4,924,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $359,000 | 18 |
Other Fiduciary Accounts | $39,000 | 21 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,762,000 | 12 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,534,000 | 41 |
Personal Trust and Agency Accounts | $718,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $69,000 | 91 |
Employee Benefit-defined Benefit Accounts | $252,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 139 |
Number of investment management and advisory agency accounts, non-managed assets | $1,010,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $318,000 | 4 |
Other Fiduciary Accounts | $164,000 | 18 |
Memoranda |
Custody and Safekeeping Accounts | $3,643,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 98 |
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 | $24,029,000 | 23 |
Number of Managed Accounts | $21,443,000 | 11 |
Personal Trust and Agency Accounts | $12,867,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $503,000 | 9 |
Employee Benefit-defined Benefit Accounts | $180,000 | 8 |
Number of other employee benefit and retirement-related accounts | $2,694,000 | 14 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $4,794,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $365,000 | 18 |
Other Fiduciary Accounts | $40,000 | 22 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,684,000 | 13 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,932,000 | 19 |
Number of Non-Managed Accounts | $2,586,000 | 44 |
Personal Trust and Agency Accounts | $758,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $71,000 | 100 |
Employee Benefit-defined Benefit Accounts | $254,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 641 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $1,017,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $317,000 | 5 |
Other Fiduciary Accounts | $166,000 | 23 |
Memoranda |
Custody and Safekeeping Accounts | $3,673,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 165 |
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 | $23,762,000 | 25 |
Number of Managed Accounts | $21,197,000 | 13 |
Personal Trust and Agency Accounts | $12,905,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $428,000 | 9 |
Employee Benefit-defined Benefit Accounts | $184,000 | 8 |
Number of other employee benefit and retirement-related accounts | $2,594,000 | 16 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $4,686,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $361,000 | 17 |
Other Fiduciary Accounts | $39,000 | 22 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,584,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,565,000 | 43 |
Personal Trust and Agency Accounts | $757,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $71,000 | 90 |
Employee Benefit-defined Benefit Accounts | $263,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 286 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $1,002,000 | 1 |
Number (#) individual retirement, health savings, and other similar accounts | $323,000 | 3 |
Other Fiduciary Accounts | $146,000 | 17 |
Memoranda |
Custody and Safekeeping Accounts | $3,679,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 99 |
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 | $23,794,000 | 26 |
Number of Managed Accounts | $21,190,000 | 12 |
Personal Trust and Agency Accounts | $13,086,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $394,000 | 10 |
Employee Benefit-defined Benefit Accounts | $186,000 | 8 |
Number of other employee benefit and retirement-related accounts | $2,545,000 | 16 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $4,576,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $363,000 | 18 |
Other Fiduciary Accounts | $40,000 | 23 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,535,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,604,000 | 42 |
Personal Trust and Agency Accounts | $768,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $74,000 | 90 |
Employee Benefit-defined Benefit Accounts | $261,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 281 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $1,019,000 | 1 |
Number (#) individual retirement, health savings, and other similar accounts | $331,000 | 2 |
Other Fiduciary Accounts | $147,000 | 18 |
Memoranda |
Custody and Safekeeping Accounts | $3,730,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 96 |
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 | $23,930,000 | 25 |
Number of Managed Accounts | $21,150,000 | 11 |
Personal Trust and Agency Accounts | $13,198,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $364,000 | 11 |
Employee Benefit-defined Benefit Accounts | $197,000 | 8 |
Number of other employee benefit and retirement-related accounts | $2,501,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $4,477,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $370,000 | 17 |
Other Fiduciary Accounts | $43,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,491,000 | 14 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,780,000 | 43 |
Personal Trust and Agency Accounts | $785,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $79,000 | 86 |
Employee Benefit-defined Benefit Accounts | $321,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 285 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $1,022,000 | 1 |
Number (#) individual retirement, health savings, and other similar accounts | $395,000 | 3 |
Other Fiduciary Accounts | $174,000 | 18 |
Memoranda |
Custody and Safekeeping Accounts | $3,917,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 92 |
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 | $23,901,000 | 25 |
Number of Managed Accounts | $21,111,000 | 11 |
Personal Trust and Agency Accounts | $13,284,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $340,000 | 12 |
Employee Benefit-defined Benefit Accounts | $208,000 | 9 |
Number of other employee benefit and retirement-related accounts | $2,490,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $4,376,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $370,000 | 14 |
Other Fiduciary Accounts | $43,000 | 23 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,479,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,106,000 | 21 |
Number of Non-Managed Accounts | $2,790,000 | 44 |
Personal Trust and Agency Accounts | $793,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $79,000 | 94 |
Employee Benefit-defined Benefit Accounts | $311,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 602 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $1,023,000 | 1 |
Number (#) individual retirement, health savings, and other similar accounts | $404,000 | 3 |
Other Fiduciary Accounts | $175,000 | 25 |
Memoranda |
Custody and Safekeeping Accounts | $3,935,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 162 |
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 | $23,993,000 | 23 |
Number of Managed Accounts | $21,124,000 | 10 |
Personal Trust and Agency Accounts | $13,509,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $317,000 | 12 |
Employee Benefit-defined Benefit Accounts | $217,000 | 9 |
Number of other employee benefit and retirement-related accounts | $2,373,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $4,289,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $376,000 | 14 |
Other Fiduciary Accounts | $43,000 | 23 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,361,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,869,000 | 41 |
Personal Trust and Agency Accounts | $806,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $89,000 | 82 |
Employee Benefit-defined Benefit Accounts | $337,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 264 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $1,022,000 | 1 |
Number (#) individual retirement, health savings, and other similar accounts | $431,000 | 3 |
Other Fiduciary Accounts | $179,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $4,157,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $120,000 | 88 |
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 | $24,037,000 | 23 |
Number of Managed Accounts | $21,142,000 | 10 |
Personal Trust and Agency Accounts | $13,650,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $296,000 | 12 |
Employee Benefit-defined Benefit Accounts | $220,000 | 9 |
Number of other employee benefit and retirement-related accounts | $2,342,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $4,218,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $372,000 | 14 |
Other Fiduciary Accounts | $44,000 | 23 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,329,000 | 15 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,895,000 | 43 |
Personal Trust and Agency Accounts | $818,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $90,000 | 80 |
Employee Benefit-defined Benefit Accounts | $335,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 253 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $1,042,000 | 1 |
Number (#) individual retirement, health savings, and other similar accounts | $428,000 | 4 |
Other Fiduciary Accounts | $176,000 | 21 |
Memoranda |
Custody and Safekeeping Accounts | $4,196,000 | 28 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 81 |
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 | $24,065,000 | 26 |
Number of Managed Accounts | $21,108,000 | 10 |
Personal Trust and Agency Accounts | $13,753,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $279,000 | 13 |
Employee Benefit-defined Benefit Accounts | $235,000 | 9 |
Number of other employee benefit and retirement-related accounts | $2,251,000 | 14 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $4,148,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $393,000 | 14 |
Other Fiduciary Accounts | $49,000 | 23 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,238,000 | 13 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,957,000 | 43 |
Personal Trust and Agency Accounts | $835,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $90,000 | 81 |
Employee Benefit-defined Benefit Accounts | $336,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 250 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $1,062,000 | 2 |
Number (#) individual retirement, health savings, and other similar accounts | $453,000 | 5 |
Other Fiduciary Accounts | $175,000 | 22 |
Memoranda |
Custody and Safekeeping Accounts | $4,164,000 | 29 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $134,000 | 71 |
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 | $24,087,000 | 26 |
Number of Managed Accounts | $21,099,000 | 12 |
Personal Trust and Agency Accounts | $13,856,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $254,000 | 16 |
Employee Benefit-defined Benefit Accounts | $241,000 | 9 |
Number of other employee benefit and retirement-related accounts | $2,220,000 | 17 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $4,085,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $394,000 | 16 |
Other Fiduciary Accounts | $49,000 | 21 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,207,000 | 16 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,060,000 | 24 |
Number of Non-Managed Accounts | $2,988,000 | 46 |
Personal Trust and Agency Accounts | $851,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $93,000 | 85 |
Employee Benefit-defined Benefit Accounts | $336,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 594 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $1,080,000 | 2 |
Number (#) individual retirement, health savings, and other similar accounts | $448,000 | 5 |
Other Fiduciary Accounts | $174,000 | 27 |
Memoranda |
Custody and Safekeeping Accounts | $4,082,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $132,000 | 149 |
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 | $24,140,000 | 29 |
Number of Managed Accounts | $22,254,000 | 15 |
Personal Trust and Agency Accounts | $14,368,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $189,000 | 21 |
Employee Benefit-defined Benefit Accounts | $174,000 | 12 |
Number of other employee benefit and retirement-related accounts | $2,225,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $5,115,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $183,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,886,000 | 52 |
Personal Trust and Agency Accounts | $1,195,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $90,000 | 82 |
Employee Benefit-defined Benefit Accounts | $315,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 254 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $281,000 | 20 |
Memoranda |
Custody and Safekeeping Accounts | $4,059,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,550,000 | 28 |
Number of Managed Accounts | $22,654,000 | 14 |
Personal Trust and Agency Accounts | $14,657,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $181,000 | 21 |
Employee Benefit-defined Benefit Accounts | $177,000 | 12 |
Number of other employee benefit and retirement-related accounts | $2,266,000 | 18 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $5,183,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $190,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,896,000 | 51 |
Personal Trust and Agency Accounts | $1,213,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $97,000 | 84 |
Employee Benefit-defined Benefit Accounts | $305,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 263 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $276,000 | 21 |
Memoranda |
Custody and Safekeeping Accounts | $4,267,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,688,000 | 28 |
Number of Managed Accounts | $22,764,000 | 15 |
Personal Trust and Agency Accounts | $14,796,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $176,000 | 21 |
Employee Benefit-defined Benefit Accounts | $175,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,246,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $5,176,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $195,000 | 13 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,924,000 | 48 |
Personal Trust and Agency Accounts | $1,225,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $97,000 | 83 |
Employee Benefit-defined Benefit Accounts | $322,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 264 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $275,000 | 20 |
Memoranda |
Custody and Safekeeping Accounts | $4,264,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,757,000 | 29 |
Number of Managed Accounts | $22,761,000 | 15 |
Personal Trust and Agency Accounts | $14,775,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $187,000 | 22 |
Employee Benefit-defined Benefit Accounts | $182,000 | 12 |
Number of other employee benefit and retirement-related accounts | $2,242,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $5,171,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $204,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,996,000 | 56 |
Personal Trust and Agency Accounts | $1,275,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $95,000 | 93 |
Employee Benefit-defined Benefit Accounts | $332,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 622 |
Corporate Trust and Agency Accounts | $0 | 375 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $289,000 | 27 |
Memoranda |
Custody and Safekeeping Accounts | $4,222,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,906,000 | 27 |
Number of Managed Accounts | $22,936,000 | 15 |
Personal Trust and Agency Accounts | $14,972,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $181,000 | 24 |
Employee Benefit-defined Benefit Accounts | $180,000 | 12 |
Number of other employee benefit and retirement-related accounts | $2,244,000 | 20 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $5,150,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $209,000 | 14 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,970,000 | 51 |
Personal Trust and Agency Accounts | $1,260,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $95,000 | 84 |
Employee Benefit-defined Benefit Accounts | $317,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 276 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $292,000 | 20 |
Memoranda |
Custody and Safekeeping Accounts | $4,204,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,932,000 | 26 |
Number of Managed Accounts | $22,896,000 | 14 |
Personal Trust and Agency Accounts | $15,072,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $179,000 | 27 |
Employee Benefit-defined Benefit Accounts | $180,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,207,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $5,045,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $213,000 | 15 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,036,000 | 53 |
Personal Trust and Agency Accounts | $1,314,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $95,000 | 87 |
Employee Benefit-defined Benefit Accounts | $319,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 249 |
Corporate Trust and Agency Accounts | $0 | 177 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $296,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $4,261,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $24,961,000 | 25 |
Number of Managed Accounts | $22,845,000 | 14 |
Personal Trust and Agency Accounts | $15,164,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $185,000 | 23 |
Employee Benefit-defined Benefit Accounts | $174,000 | 12 |
Number of other employee benefit and retirement-related accounts | $2,143,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $4,961,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $218,000 | 19 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,116,000 | 48 |
Personal Trust and Agency Accounts | $1,357,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $96,000 | 88 |
Employee Benefit-defined Benefit Accounts | $339,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 226 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $306,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $4,449,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,030,000 | 26 |
Number of Managed Accounts | $22,859,000 | 15 |
Personal Trust and Agency Accounts | $15,254,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $192,000 | 23 |
Employee Benefit-defined Benefit Accounts | $174,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,084,000 | 19 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $4,927,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $228,000 | 20 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,171,000 | 52 |
Personal Trust and Agency Accounts | $1,414,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $97,000 | 99 |
Employee Benefit-defined Benefit Accounts | $331,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 485 |
Corporate Trust and Agency Accounts | $0 | 389 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $314,000 | 24 |
Memoranda |
Custody and Safekeeping Accounts | $4,358,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,535,000 | 24 |
Number of Managed Accounts | $23,324,000 | 14 |
Personal Trust and Agency Accounts | $15,412,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $194,000 | 24 |
Employee Benefit-defined Benefit Accounts | $171,000 | 13 |
Number of other employee benefit and retirement-related accounts | $2,041,000 | 18 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $4,906,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $600,000 | 12 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,211,000 | 45 |
Personal Trust and Agency Accounts | $1,455,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $110,000 | 77 |
Employee Benefit-defined Benefit Accounts | $321,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $315,000 | 17 |
Memoranda |
Custody and Safekeeping Accounts | $4,406,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,622,000 | 23 |
Number of Managed Accounts | $23,341,000 | 13 |
Personal Trust and Agency Accounts | $15,490,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $195,000 | 24 |
Employee Benefit-defined Benefit Accounts | $180,000 | 14 |
Number of other employee benefit and retirement-related accounts | $1,974,000 | 17 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $4,783,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $719,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,281,000 | 45 |
Personal Trust and Agency Accounts | $1,508,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $118,000 | 81 |
Employee Benefit-defined Benefit Accounts | $301,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $339,000 | 17 |
Memoranda |
Custody and Safekeeping Accounts | $4,345,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,694,000 | 23 |
Number of Managed Accounts | $23,398,000 | 14 |
Personal Trust and Agency Accounts | $15,561,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $192,000 | 28 |
Employee Benefit-defined Benefit Accounts | $177,000 | 14 |
Number of other employee benefit and retirement-related accounts | $1,895,000 | 16 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $4,732,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $841,000 | 9 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,296,000 | 44 |
Personal Trust and Agency Accounts | $1,524,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $117,000 | 81 |
Employee Benefit-defined Benefit Accounts | $292,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 200 |
Corporate Trust and Agency Accounts | $0 | 190 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $340,000 | 17 |
Memoranda |
Custody and Safekeeping Accounts | $4,210,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,041,000 | 23 |
Number of Managed Accounts | $23,840,000 | 13 |
Personal Trust and Agency Accounts | $15,687,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $197,000 | 30 |
Employee Benefit-defined Benefit Accounts | $182,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,729,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $4,537,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,508,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,201,000 | 51 |
Personal Trust and Agency Accounts | $1,419,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $116,000 | 92 |
Employee Benefit-defined Benefit Accounts | $287,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 392 |
Corporate Trust and Agency Accounts | $0 | 403 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $354,000 | 24 |
Memoranda |
Custody and Safekeeping Accounts | $4,288,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $25,983,000 | 23 |
Number of Managed Accounts | $23,717,000 | 13 |
Personal Trust and Agency Accounts | $15,750,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $195,000 | 27 |
Employee Benefit-defined Benefit Accounts | $182,000 | 14 |
Number of other employee benefit and retirement-related accounts | $1,668,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $4,408,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,514,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,266,000 | 47 |
Personal Trust and Agency Accounts | $1,486,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $118,000 | 86 |
Employee Benefit-defined Benefit Accounts | $278,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $30,000 | 182 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $354,000 | 20 |
Memoranda |
Custody and Safekeeping Accounts | $4,146,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,346,000 | 22 |
Number of Managed Accounts | $23,821,000 | 12 |
Personal Trust and Agency Accounts | $14,184,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $231,000 | 23 |
Employee Benefit-defined Benefit Accounts | $175,000 | 15 |
Number of other employee benefit and retirement-related accounts | $1,638,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $3,999,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,594,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,525,000 | 42 |
Personal Trust and Agency Accounts | $1,164,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $124,000 | 90 |
Employee Benefit-defined Benefit Accounts | $322,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $228,000 | 57 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $1,687,000 | 12 |
Memoranda |
Custody and Safekeeping Accounts | $2,935,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,504,000 | 21 |
Number of Managed Accounts | $23,933,000 | 12 |
Personal Trust and Agency Accounts | $14,261,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $234,000 | 23 |
Employee Benefit-defined Benefit Accounts | $178,000 | 15 |
Number of other employee benefit and retirement-related accounts | $1,654,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $3,982,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,624,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,571,000 | 40 |
Personal Trust and Agency Accounts | $1,221,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $114,000 | 95 |
Employee Benefit-defined Benefit Accounts | $362,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $232,000 | 54 |
Corporate Trust and Agency Accounts | $0 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $1,642,000 | 12 |
Memoranda |
Custody and Safekeeping Accounts | $3,197,000 | 37 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,896,000 | 21 |
Number of Managed Accounts | $24,197,000 | 12 |
Personal Trust and Agency Accounts | $14,387,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $241,000 | 29 |
Employee Benefit-defined Benefit Accounts | $200,000 | 15 |
Number of other employee benefit and retirement-related accounts | $1,667,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $3,954,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,748,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,699,000 | 39 |
Personal Trust and Agency Accounts | $1,295,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $168,000 | 77 |
Employee Benefit-defined Benefit Accounts | $787,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $264,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,185,000 | 10 |
Memoranda |
Custody and Safekeeping Accounts | $2,180,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,482,000 | 20 |
Number of Managed Accounts | $22,373,000 | 12 |
Personal Trust and Agency Accounts | $12,837,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $248,000 | 23 |
Employee Benefit-defined Benefit Accounts | $193,000 | 13 |
Number of other employee benefit and retirement-related accounts | $1,654,000 | 12 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $3,903,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,538,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,109,000 | 35 |
Personal Trust and Agency Accounts | $1,352,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $170,000 | 75 |
Employee Benefit-defined Benefit Accounts | $812,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $275,000 | 47 |
Corporate Trust and Agency Accounts | $0 | 200 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,500,000 | 10 |
Memoranda |
Custody and Safekeeping Accounts | $1,994,000 | 39 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
Number of Managed Accounts | $0 | 435 |
Personal Trust and Agency Accounts | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $0 | 384 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 431 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 346 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 414 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# 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 | $28,829,000 | 21 |
Number of Managed Accounts | $22,961,000 | 11 |
Personal Trust and Agency Accounts | $12,947,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $294,000 | 20 |
Employee Benefit-defined Benefit Accounts | $359,000 | 8 |
Number of other employee benefit and retirement-related accounts | $1,689,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $3,854,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,818,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $5,868,000 | 33 |
Personal Trust and Agency Accounts | $1,579,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $376,000 | 49 |
Employee Benefit-defined Benefit Accounts | $898,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $432,000 | 38 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,583,000 | 9 |
Memoranda |
Custody and Safekeeping Accounts | $2,170,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
# 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 | $29,214,000 | 21 |
Number of Managed Accounts | $22,961,000 | 13 |
Personal Trust and Agency Accounts | $13,140,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $289,000 | 22 |
Employee Benefit-defined Benefit Accounts | $358,000 | 9 |
Number of other employee benefit and retirement-related accounts | $1,630,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $3,791,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,753,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
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 | $6,253,000 | 36 |
Personal Trust and Agency Accounts | $1,794,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $389,000 | 53 |
Employee Benefit-defined Benefit Accounts | $912,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $461,000 | 49 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,697,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $2,085,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $29,493,000 | 21 |
Number of Managed Accounts | $22,962,000 | 13 |
Personal Trust and Agency Accounts | $13,400,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $288,000 | 22 |
Employee Benefit-defined Benefit Accounts | $355,000 | 10 |
Number of other employee benefit and retirement-related accounts | $1,580,000 | 16 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $3,607,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,732,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $6,531,000 | 32 |
Personal Trust and Agency Accounts | $1,915,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $396,000 | 52 |
Employee Benefit-defined Benefit Accounts | $896,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $502,000 | 36 |
Corporate Trust and Agency Accounts | $0 | 201 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,822,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $2,114,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $30,405,000 | 21 |
Number of Managed Accounts | $23,306,000 | 12 |
Personal Trust and Agency Accounts | $13,715,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $309,000 | 22 |
Employee Benefit-defined Benefit Accounts | $357,000 | 10 |
Number of other employee benefit and retirement-related accounts | $1,599,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $3,616,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,710,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,099,000 | 29 |
Personal Trust and Agency Accounts | $2,120,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $451,000 | 53 |
Employee Benefit-defined Benefit Accounts | $875,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $621,000 | 32 |
Corporate Trust and Agency Accounts | $0 | 206 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $3,032,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $2,209,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# 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 | $29,769,000 | 22 |
Number of Managed Accounts | $22,664,000 | 13 |
Personal Trust and Agency Accounts | $13,991,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $342,000 | 19 |
Employee Benefit-defined Benefit Accounts | $358,000 | 8 |
Number of other employee benefit and retirement-related accounts | $1,625,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $3,703,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,645,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $7,105,000 | 29 |
Personal Trust and Agency Accounts | $2,002,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $650,000 | 39 |
Employee Benefit-defined Benefit Accounts | $886,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $669,000 | 30 |
Corporate Trust and Agency Accounts | $0 | 205 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,898,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $2,249,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# 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 | $30,625,000 | 23 |
Number of Managed Accounts | $23,096,000 | 12 |
Personal Trust and Agency Accounts | $14,292,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $360,000 | 20 |
Employee Benefit-defined Benefit Accounts | $203,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,696,000 | 15 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $3,870,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,675,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $7,529,000 | 31 |
Personal Trust and Agency Accounts | $2,096,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $881,000 | 36 |
Employee Benefit-defined Benefit Accounts | $874,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $782,000 | 38 |
Corporate Trust and Agency Accounts | $0 | 460 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,896,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $2,392,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $31,384,000 | 22 |
Number of Managed Accounts | $24,145,000 | 12 |
Personal Trust and Agency Accounts | $14,713,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $467,000 | 18 |
Employee Benefit-defined Benefit Accounts | $211,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,894,000 | 13 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $4,324,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,536,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
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 | $7,239,000 | 30 |
Personal Trust and Agency Accounts | $2,033,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $940,000 | 34 |
Employee Benefit-defined Benefit Accounts | $872,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $658,000 | 33 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,736,000 | 6 |
Memoranda |
Custody and Safekeeping Accounts | $2,448,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $34,122,000 | 22 |
Number of Managed Accounts | $24,854,000 | 12 |
Personal Trust and Agency Accounts | $15,031,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $601,000 | 11 |
Employee Benefit-defined Benefit Accounts | $216,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,992,000 | 12 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $4,492,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,522,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,268,000 | 25 |
Personal Trust and Agency Accounts | $1,857,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,407,000 | 10 |
Employee Benefit-defined Benefit Accounts | $850,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $590,000 | 41 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,564,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $2,464,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $34,982,000 | 22 |
Number of Managed Accounts | $25,290,000 | 13 |
Personal Trust and Agency Accounts | $15,216,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $685,000 | 10 |
Employee Benefit-defined Benefit Accounts | $225,000 | 17 |
Number of other employee benefit and retirement-related accounts | $2,015,000 | 12 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $4,595,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,554,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,692,000 | 24 |
Personal Trust and Agency Accounts | $2,025,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,560,000 | 11 |
Employee Benefit-defined Benefit Accounts | $874,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $597,000 | 38 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,636,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $2,548,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $35,824,000 | 20 |
Number of Managed Accounts | $25,640,000 | 13 |
Personal Trust and Agency Accounts | $15,413,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $724,000 | 10 |
Employee Benefit-defined Benefit Accounts | $219,000 | 18 |
Number of other employee benefit and retirement-related accounts | $2,048,000 | 12 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $4,690,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,546,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
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 | $10,184,000 | 21 |
Personal Trust and Agency Accounts | $2,218,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,814,000 | 10 |
Employee Benefit-defined Benefit Accounts | $857,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $602,000 | 44 |
Corporate Trust and Agency Accounts | $0 | 452 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,693,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $2,554,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# 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 | $38,530,000 | 16 |
Number of Managed Accounts | $27,240,000 | 11 |
Personal Trust and Agency Accounts | $16,375,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $972,000 | 6 |
Employee Benefit-defined Benefit Accounts | $247,000 | 15 |
Number of other employee benefit and retirement-related accounts | $2,205,000 | 9 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $4,564,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,877,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,290,000 | 20 |
Personal Trust and Agency Accounts | $2,193,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,480,000 | 5 |
Employee Benefit-defined Benefit Accounts | $952,000 | 5 |
Number non-managed other employee benefit and retirement-related accounts | $815,000 | 38 |
Corporate Trust and Agency Accounts | $0 | 450 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $2,850,000 | 9 |
Memoranda |
Custody and Safekeeping Accounts | $2,560,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 |