Home > Macatawa Bank > Number of Fiduciary and Related Asset Accounts
Macatawa Bank, Number of Fiduciary and Related Asset Accounts
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $642,000 | 316 |
Number of Managed Accounts | $509,000 | 317 |
Personal Trust and Agency Accounts | $202,000 | 266 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 239 |
Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
Number of other employee benefit and retirement-related accounts | $172,000 | 307 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $125,000 | 310 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 379 |
Other Fiduciary Accounts | $1,000 | 181 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $172,000 | 266 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $133,000 | 221 |
Personal Trust and Agency Accounts | $23,000 | 235 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 59 |
Employee Benefit-defined Benefit Accounts | $4,000 | 107 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 313 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 259 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 107 |
Other Fiduciary Accounts | $1,000 | 157 |
Memoranda | ||
Custody and Safekeeping Accounts | $168,000 | 144 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $189,000 | 112 |
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 | $0 | 375 |
Number of Managed Accounts | $0 | 366 |
Personal Trust and Agency Accounts | $0 | 365 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number of other employee benefit and retirement-related accounts | $0 | 363 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $0 | 333 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 317 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 365 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 158 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 298 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 340 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
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 | $630,000 | 304 |
Number of Managed Accounts | $505,000 | 298 |
Personal Trust and Agency Accounts | $206,000 | 246 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 227 |
Employee Benefit-defined Benefit Accounts | $1,000 | 148 |
Number of other employee benefit and retirement-related accounts | $166,000 | 288 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $123,000 | 290 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 304 |
Other Fiduciary Accounts | $1,000 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $166,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $125,000 | 193 |
Personal Trust and Agency Accounts | $27,000 | 166 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 57 |
Employee Benefit-defined Benefit Accounts | $4,000 | 106 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 343 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 76 |
Other Fiduciary Accounts | $1,000 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $174,000 | 124 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $174,000 | 98 |
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 | $0 | 384 |
Number of Managed Accounts | $0 | 375 |
Personal Trust and Agency Accounts | $0 | 367 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 248 |
Employee Benefit-defined Benefit Accounts | $0 | 171 |
Number of other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $0 | 341 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 373 |
Personal Trust and Agency Accounts | $0 | 307 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 231 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 297 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 348 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 313 |
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 | $614,000 | 336 |
Number of Managed Accounts | $487,000 | 329 |
Personal Trust and Agency Accounts | $190,000 | 279 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 209 |
Employee Benefit-defined Benefit Accounts | $1,000 | 174 |
Number of other employee benefit and retirement-related accounts | $165,000 | 286 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $122,000 | 315 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 384 |
Other Fiduciary Accounts | $1,000 | 172 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 277 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $127,000 | 234 |
Personal Trust and Agency Accounts | $32,000 | 198 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 64 |
Employee Benefit-defined Benefit Accounts | $4,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 503 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 207 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $198,000 | 142 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $198,000 | 76 |
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 | $0 | 399 |
Number of Managed Accounts | $0 | 389 |
Personal Trust and Agency Accounts | $0 | 378 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 260 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number of other employee benefit and retirement-related accounts | $0 | 351 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $0 | 357 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 319 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 340 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 385 |
Personal Trust and Agency Accounts | $0 | 309 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 247 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 363 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 327 |
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 | $656,000 | 278 |
Number of Managed Accounts | $539,000 | 271 |
Personal Trust and Agency Accounts | $223,000 | 208 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 178 |
Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
Number of other employee benefit and retirement-related accounts | $174,000 | 248 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $131,000 | 275 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 293 |
Other Fiduciary Accounts | $1,000 | 102 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $174,000 | 243 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $117,000 | 181 |
Personal Trust and Agency Accounts | $23,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 56 |
Employee Benefit-defined Benefit Accounts | $3,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 260 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 199 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $176,000 | 118 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $176,000 | 62 |
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 | $0 | 359 |
Number of Managed Accounts | $0 | 350 |
Personal Trust and Agency Accounts | $0 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 250 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $0 | 329 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $0 | 329 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 347 |
Personal Trust and Agency Accounts | $0 | 284 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 235 |
Employee Benefit-defined Benefit Accounts | $0 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 295 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 336 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 310 |
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 | $625,000 | 295 |
Number of Managed Accounts | $507,000 | 287 |
Personal Trust and Agency Accounts | $211,000 | 232 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 181 |
Employee Benefit-defined Benefit Accounts | $1,000 | 166 |
Number of other employee benefit and retirement-related accounts | $167,000 | 271 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $117,000 | 303 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 361 |
Other Fiduciary Accounts | $1,000 | 173 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $167,000 | 265 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $118,000 | 217 |
Personal Trust and Agency Accounts | $31,000 | 185 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 62 |
Employee Benefit-defined Benefit Accounts | $3,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 595 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 209 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $188,000 | 131 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $188,000 | 78 |
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 | $0 | 343 |
Number of Managed Accounts | $0 | 335 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $0 | 315 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $0 | 312 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 306 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 330 |
Personal Trust and Agency Accounts | $0 | 273 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 233 |
Employee Benefit-defined Benefit Accounts | $0 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 284 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 319 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 295 |
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 | $628,000 | 280 |
Number of Managed Accounts | $515,000 | 276 |
Personal Trust and Agency Accounts | $226,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 168 |
Employee Benefit-defined Benefit Accounts | $1,000 | 147 |
Number of other employee benefit and retirement-related accounts | $164,000 | 249 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $112,000 | 287 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 274 |
Other Fiduciary Accounts | $1,000 | 91 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $164,000 | 247 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $113,000 | 177 |
Personal Trust and Agency Accounts | $27,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 60 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 334 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $187,000 | 108 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $187,000 | 62 |
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 | $0 | 345 |
Number of Managed Accounts | $0 | 337 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number of other employee benefit and retirement-related accounts | $0 | 319 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $0 | 316 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 309 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 333 |
Personal Trust and Agency Accounts | $0 | 274 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 233 |
Employee Benefit-defined Benefit Accounts | $0 | 120 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 290 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 322 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 299 |
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 | $616,000 | 293 |
Number of Managed Accounts | $501,000 | 284 |
Personal Trust and Agency Accounts | $221,000 | 224 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 192 |
Employee Benefit-defined Benefit Accounts | $1,000 | 170 |
Number of other employee benefit and retirement-related accounts | $158,000 | 273 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $109,000 | 312 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 343 |
Other Fiduciary Accounts | $1,000 | 159 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $158,000 | 267 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $115,000 | 231 |
Personal Trust and Agency Accounts | $38,000 | 157 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 72 |
Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 604 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $177,000 | 138 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $177,000 | 86 |
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 | $0 | 346 |
Number of Managed Accounts | $0 | 338 |
Personal Trust and Agency Accounts | $0 | 337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 256 |
Employee Benefit-defined Benefit Accounts | $0 | 178 |
Number of other employee benefit and retirement-related accounts | $0 | 320 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $0 | 318 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 311 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 335 |
Personal Trust and Agency Accounts | $0 | 277 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 293 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 324 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 304 |
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 | $595,000 | 283 |
Number of Managed Accounts | $485,000 | 277 |
Personal Trust and Agency Accounts | $240,000 | 197 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 183 |
Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
Number of other employee benefit and retirement-related accounts | $158,000 | 244 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $75,000 | 304 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 270 |
Other Fiduciary Accounts | $1,000 | 96 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $158,000 | 239 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $110,000 | 187 |
Personal Trust and Agency Accounts | $29,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 71 |
Employee Benefit-defined Benefit Accounts | $3,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 310 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $198,000 | 106 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $106,000 | 94 |
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 | $0 | 351 |
Number of Managed Accounts | $0 | 342 |
Personal Trust and Agency Accounts | $0 | 338 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number of other employee benefit and retirement-related accounts | $0 | 323 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $0 | 321 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 280 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 338 |
Personal Trust and Agency Accounts | $0 | 279 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 296 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 329 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 309 |
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 | $602,000 | 300 |
Number of Managed Accounts | $492,000 | 286 |
Personal Trust and Agency Accounts | $240,000 | 207 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 209 |
Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
Number of other employee benefit and retirement-related accounts | $159,000 | 270 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $81,000 | 343 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 341 |
Other Fiduciary Accounts | $1,000 | 178 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $159,000 | 259 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $110,000 | 248 |
Personal Trust and Agency Accounts | $27,000 | 201 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 70 |
Employee Benefit-defined Benefit Accounts | $3,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 524 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $201,000 | 126 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $112,000 | 127 |
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 | $0 | 357 |
Number of Managed Accounts | $0 | 349 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 259 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $0 | 328 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $0 | 326 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 281 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 315 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 341 |
Personal Trust and Agency Accounts | $0 | 282 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 301 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 332 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 314 |
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 | $602,000 | 278 |
Number of Managed Accounts | $489,000 | 276 |
Personal Trust and Agency Accounts | $249,000 | 196 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 184 |
Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
Number of other employee benefit and retirement-related accounts | $153,000 | 241 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $75,000 | 294 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 264 |
Other Fiduciary Accounts | $1,000 | 104 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $153,000 | 237 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $113,000 | 187 |
Personal Trust and Agency Accounts | $25,000 | 136 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 65 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 303 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $204,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $114,000 | 88 |
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 | $608,000 | 279 |
Number of Managed Accounts | $496,000 | 275 |
Personal Trust and Agency Accounts | $249,000 | 198 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 188 |
Employee Benefit-defined Benefit Accounts | $1,000 | 154 |
Number of other employee benefit and retirement-related accounts | $158,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $77,000 | 296 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 264 |
Other Fiduciary Accounts | $1,000 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $158,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $112,000 | 193 |
Personal Trust and Agency Accounts | $22,000 | 143 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 66 |
Employee Benefit-defined Benefit Accounts | $3,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 296 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $202,000 | 104 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 88 |
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 | $602,000 | 300 |
Number of Managed Accounts | $483,000 | 293 |
Personal Trust and Agency Accounts | $244,000 | 209 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 212 |
Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
Number of other employee benefit and retirement-related accounts | $152,000 | 271 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $75,000 | 365 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 334 |
Other Fiduciary Accounts | $1,000 | 173 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $152,000 | 261 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $119,000 | 243 |
Personal Trust and Agency Accounts | $27,000 | 213 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 67 |
Employee Benefit-defined Benefit Accounts | $3,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 534 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $204,000 | 119 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 123 |
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 | $585,000 | 281 |
Number of Managed Accounts | $471,000 | 278 |
Personal Trust and Agency Accounts | $243,000 | 198 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 189 |
Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
Number of other employee benefit and retirement-related accounts | $149,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $67,000 | 302 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 261 |
Other Fiduciary Accounts | $1,000 | 107 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 239 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $114,000 | 188 |
Personal Trust and Agency Accounts | $21,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 65 |
Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 291 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $202,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 84 |
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 | $584,000 | 283 |
Number of Managed Accounts | $470,000 | 283 |
Personal Trust and Agency Accounts | $241,000 | 204 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 197 |
Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
Number of other employee benefit and retirement-related accounts | $149,000 | 245 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $68,000 | 303 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 262 |
Other Fiduciary Accounts | $1,000 | 103 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 240 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $114,000 | 193 |
Personal Trust and Agency Accounts | $21,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 65 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 294 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $201,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 84 |
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 | $594,000 | 284 |
Number of Managed Accounts | $477,000 | 280 |
Personal Trust and Agency Accounts | $246,000 | 203 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 179 |
Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
Number of other employee benefit and retirement-related accounts | $149,000 | 245 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $68,000 | 304 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 262 |
Other Fiduciary Accounts | $1,000 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 238 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $117,000 | 194 |
Personal Trust and Agency Accounts | $24,000 | 147 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 64 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 298 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $205,000 | 103 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 84 |
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 | $590,000 | 310 |
Number of Managed Accounts | $477,000 | 297 |
Personal Trust and Agency Accounts | $248,000 | 209 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 239 |
Employee Benefit-defined Benefit Accounts | $3,000 | 127 |
Number of other employee benefit and retirement-related accounts | $150,000 | 273 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $66,000 | 386 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 336 |
Other Fiduciary Accounts | $1,000 | 185 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $150,000 | 261 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $113,000 | 254 |
Personal Trust and Agency Accounts | $25,000 | 224 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $80,000 | 69 |
Employee Benefit-defined Benefit Accounts | $5,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 546 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $215,000 | 115 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 125 |
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 | $595,000 | 281 |
Number of Managed Accounts | $467,000 | 279 |
Personal Trust and Agency Accounts | $243,000 | 205 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 207 |
Employee Benefit-defined Benefit Accounts | $3,000 | 119 |
Number of other employee benefit and retirement-related accounts | $148,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $64,000 | 313 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 257 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $148,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $128,000 | 180 |
Personal Trust and Agency Accounts | $33,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $80,000 | 66 |
Employee Benefit-defined Benefit Accounts | $8,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 279 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $198,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 92 |
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 | $599,000 | 284 |
Number of Managed Accounts | $469,000 | 279 |
Personal Trust and Agency Accounts | $241,000 | 206 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 206 |
Employee Benefit-defined Benefit Accounts | $2,000 | 135 |
Number of other employee benefit and retirement-related accounts | $149,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $68,000 | 311 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 256 |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 235 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $130,000 | 179 |
Personal Trust and Agency Accounts | $34,000 | 122 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $80,000 | 69 |
Employee Benefit-defined Benefit Accounts | $9,000 | 54 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 280 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 93 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $195,000 | 108 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $117,000 | 92 |
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 | $580,000 | 286 |
Number of Managed Accounts | $453,000 | 282 |
Personal Trust and Agency Accounts | $243,000 | 208 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 206 |
Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
Number of other employee benefit and retirement-related accounts | $144,000 | 245 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $55,000 | 322 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 261 |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $144,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $127,000 | 175 |
Personal Trust and Agency Accounts | $33,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 69 |
Employee Benefit-defined Benefit Accounts | $9,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 284 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
Other Fiduciary Accounts | $1,000 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $188,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $581,000 | 312 |
Number of Managed Accounts | $453,000 | 297 |
Personal Trust and Agency Accounts | $243,000 | 218 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 245 |
Employee Benefit-defined Benefit Accounts | $2,000 | 151 |
Number of other employee benefit and retirement-related accounts | $144,000 | 270 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $55,000 | 414 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 336 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $144,000 | 255 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $128,000 | 239 |
Personal Trust and Agency Accounts | $35,000 | 188 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 72 |
Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 542 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $188,000 | 137 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 137 |
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 | $573,000 | 293 |
Number of Managed Accounts | $448,000 | 280 |
Personal Trust and Agency Accounts | $241,000 | 205 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 220 |
Employee Benefit-defined Benefit Accounts | $2,000 | 137 |
Number of other employee benefit and retirement-related accounts | $141,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $56,000 | 316 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 257 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $141,000 | 231 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $125,000 | 183 |
Personal Trust and Agency Accounts | $34,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $76,000 | 68 |
Employee Benefit-defined Benefit Accounts | $9,000 | 55 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 289 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $189,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $115,000 | 95 |
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 | $568,000 | 294 |
Number of Managed Accounts | $443,000 | 282 |
Personal Trust and Agency Accounts | $244,000 | 205 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 223 |
Employee Benefit-defined Benefit Accounts | $2,000 | 140 |
Number of other employee benefit and retirement-related accounts | $136,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $53,000 | 322 |
Number of foundation and endowment trust and agency accounts, managed assets | $5,000 | 254 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $136,000 | 238 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $125,000 | 190 |
Personal Trust and Agency Accounts | $36,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 72 |
Employee Benefit-defined Benefit Accounts | $8,000 | 58 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $189,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 98 |
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 | $559,000 | 296 |
Number of Managed Accounts | $440,000 | 284 |
Personal Trust and Agency Accounts | $245,000 | 204 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 225 |
Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
Number of other employee benefit and retirement-related accounts | $135,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $51,000 | 324 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 268 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $135,000 | 233 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $119,000 | 188 |
Personal Trust and Agency Accounts | $37,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $67,000 | 77 |
Employee Benefit-defined Benefit Accounts | $9,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 294 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 98 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $187,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $116,000 | 94 |
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 | $570,000 | 315 |
Number of Managed Accounts | $449,000 | 293 |
Personal Trust and Agency Accounts | $255,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 283 |
Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
Number of other employee benefit and retirement-related accounts | $130,000 | 277 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $55,000 | 422 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 361 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $130,000 | 262 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $121,000 | 249 |
Personal Trust and Agency Accounts | $38,000 | 177 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $66,000 | 87 |
Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 528 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 109 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda | ||
Custody and Safekeeping Accounts | $194,000 | 137 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $123,000 | 138 |
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 | $578,000 | 288 |
Number of Managed Accounts | $454,000 | 276 |
Personal Trust and Agency Accounts | $260,000 | 196 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 227 |
Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
Number of other employee benefit and retirement-related accounts | $130,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $54,000 | 315 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 267 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $130,000 | 235 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $124,000 | 183 |
Personal Trust and Agency Accounts | $38,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 79 |
Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 269 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 102 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $160,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $93,000 | 110 |
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 | $569,000 | 292 |
Number of Managed Accounts | $446,000 | 282 |
Personal Trust and Agency Accounts | $256,000 | 199 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 232 |
Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
Number of other employee benefit and retirement-related accounts | $129,000 | 249 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $52,000 | 318 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 267 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $129,000 | 234 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $123,000 | 183 |
Personal Trust and Agency Accounts | $38,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $69,000 | 81 |
Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 268 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $163,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $566,000 | 294 |
Number of Managed Accounts | $444,000 | 283 |
Personal Trust and Agency Accounts | $257,000 | 198 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
Employee Benefit-defined Benefit Accounts | $2,000 | 144 |
Number of other employee benefit and retirement-related accounts | $128,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $50,000 | 317 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 261 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $128,000 | 231 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $122,000 | 185 |
Personal Trust and Agency Accounts | $38,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 82 |
Employee Benefit-defined Benefit Accounts | $8,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 271 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Custody and Safekeeping Accounts | $163,000 | 125 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $92,000 | 113 |
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 | $551,000 | 330 |
Number of Managed Accounts | $428,000 | 307 |
Personal Trust and Agency Accounts | $251,000 | 213 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 294 |
Employee Benefit-defined Benefit Accounts | $2,000 | 170 |
Number of other employee benefit and retirement-related accounts | $118,000 | 287 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $50,000 | 443 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 355 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $118,000 | 270 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $123,000 | 257 |
Personal Trust and Agency Accounts | $41,000 | 177 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $67,000 | 89 |
Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 570 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 116 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $166,000 | 146 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 172 |
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 | $547,000 | 302 |
Number of Managed Accounts | $425,000 | 287 |
Personal Trust and Agency Accounts | $252,000 | 200 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 232 |
Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
Number of other employee benefit and retirement-related accounts | $116,000 | 250 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $48,000 | 320 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 256 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $116,000 | 237 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $122,000 | 181 |
Personal Trust and Agency Accounts | $41,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $66,000 | 82 |
Employee Benefit-defined Benefit Accounts | $8,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 281 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 103 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $163,000 | 119 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $95,000 | 110 |
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 | $534,000 | 306 |
Number of Managed Accounts | $418,000 | 292 |
Personal Trust and Agency Accounts | $250,000 | 201 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
Employee Benefit-defined Benefit Accounts | $2,000 | 152 |
Number of other employee benefit and retirement-related accounts | $108,000 | 255 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $51,000 | 317 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 257 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $108,000 | 239 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $116,000 | 184 |
Personal Trust and Agency Accounts | $41,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 84 |
Employee Benefit-defined Benefit Accounts | $7,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 289 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 102 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $174,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $99,000 | 108 |
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 | $518,000 | 310 |
Number of Managed Accounts | $401,000 | 298 |
Personal Trust and Agency Accounts | $244,000 | 206 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 237 |
Employee Benefit-defined Benefit Accounts | $2,000 | 153 |
Number of other employee benefit and retirement-related accounts | $107,000 | 252 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $41,000 | 328 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 258 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $107,000 | 237 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $117,000 | 191 |
Personal Trust and Agency Accounts | $40,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $63,000 | 86 |
Employee Benefit-defined Benefit Accounts | $8,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 287 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 97 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $175,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 111 |
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 | $515,000 | 350 |
Number of Managed Accounts | $401,000 | 320 |
Personal Trust and Agency Accounts | $251,000 | 214 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 300 |
Employee Benefit-defined Benefit Accounts | $2,000 | 168 |
Number of other employee benefit and retirement-related accounts | $100,000 | 300 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $41,000 | 465 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 354 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $100,000 | 279 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $114,000 | 283 |
Personal Trust and Agency Accounts | $41,000 | 191 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 102 |
Employee Benefit-defined Benefit Accounts | $8,000 | 64 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 606 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 112 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda | ||
Custody and Safekeeping Accounts | $169,000 | 146 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 172 |
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 | $520,000 | 305 |
Number of Managed Accounts | $396,000 | 289 |
Personal Trust and Agency Accounts | $250,000 | 198 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 235 |
Employee Benefit-defined Benefit Accounts | $2,000 | 146 |
Number of other employee benefit and retirement-related accounts | $98,000 | 248 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $39,000 | 315 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 242 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $98,000 | 233 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $124,000 | 192 |
Personal Trust and Agency Accounts | $42,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $65,000 | 91 |
Employee Benefit-defined Benefit Accounts | $11,000 | 58 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 276 |
Corporate Trust and Agency Accounts | $0 | 145 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 98 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $173,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 110 |
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 | $518,000 | 304 |
Number of Managed Accounts | $387,000 | 290 |
Personal Trust and Agency Accounts | $247,000 | 199 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 234 |
Employee Benefit-defined Benefit Accounts | $2,000 | 147 |
Number of other employee benefit and retirement-related accounts | $94,000 | 249 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $38,000 | 315 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 250 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 231 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $131,000 | 186 |
Personal Trust and Agency Accounts | $45,000 | 112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 100 |
Employee Benefit-defined Benefit Accounts | $12,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 216 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $157,000 | 121 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 112 |
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 | $509,000 | 307 |
Number of Managed Accounts | $379,000 | 294 |
Personal Trust and Agency Accounts | $247,000 | 203 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 219 |
Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
Number of other employee benefit and retirement-related accounts | $87,000 | 257 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $35,000 | 319 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 254 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $130,000 | 188 |
Personal Trust and Agency Accounts | $44,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 102 |
Employee Benefit-defined Benefit Accounts | $12,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 209 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $157,000 | 120 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $106,000 | 115 |
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 | $545,000 | 339 |
Number of Managed Accounts | $416,000 | 308 |
Personal Trust and Agency Accounts | $254,000 | 218 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 213 |
Employee Benefit-defined Benefit Accounts | $3,000 | 147 |
Number of other employee benefit and retirement-related accounts | $93,000 | 303 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $54,000 | 423 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 374 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $89,000 | 287 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $129,000 | 275 |
Personal Trust and Agency Accounts | $37,000 | 207 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 104 |
Employee Benefit-defined Benefit Accounts | $19,000 | 51 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 490 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $182,000 | 142 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $110,000 | 176 |
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 | $564,000 | 287 |
Number of Managed Accounts | $434,000 | 269 |
Personal Trust and Agency Accounts | $261,000 | 193 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 182 |
Employee Benefit-defined Benefit Accounts | $3,000 | 134 |
Number of other employee benefit and retirement-related accounts | $99,000 | 241 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $59,000 | 291 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 239 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $99,000 | 221 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $130,000 | 181 |
Personal Trust and Agency Accounts | $46,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 94 |
Employee Benefit-defined Benefit Accounts | $18,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 262 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $181,000 | 112 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $120,000 | 95 |
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 | $609,000 | 273 |
Number of Managed Accounts | $461,000 | 262 |
Personal Trust and Agency Accounts | $280,000 | 185 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 188 |
Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
Number of other employee benefit and retirement-related accounts | $98,000 | 241 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $62,000 | 291 |
Number of foundation and endowment trust and agency accounts, managed assets | $9,000 | 200 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $98,000 | 220 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $148,000 | 173 |
Personal Trust and Agency Accounts | $57,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $65,000 | 94 |
Employee Benefit-defined Benefit Accounts | $18,000 | 53 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 248 |
Corporate Trust and Agency Accounts | $0 | 137 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $183,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 97 |
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 | $542,000 | 287 |
Number of Managed Accounts | $449,000 | 262 |
Personal Trust and Agency Accounts | $211,000 | 221 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 190 |
Employee Benefit-defined Benefit Accounts | $3,000 | 137 |
Number of other employee benefit and retirement-related accounts | $97,000 | 242 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 243 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 192 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $96,000 | 219 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $93,000 | 205 |
Personal Trust and Agency Accounts | $3,000 | 261 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $66,000 | 94 |
Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 250 |
Corporate Trust and Agency Accounts | $0 | 139 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $223,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 110 |
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 | $569,000 | 328 |
Number of Managed Accounts | $459,000 | 295 |
Personal Trust and Agency Accounts | $216,000 | 243 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $11,000 | 208 |
Employee Benefit-defined Benefit Accounts | $3,000 | 156 |
Number of other employee benefit and retirement-related accounts | $100,000 | 284 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $118,000 | 284 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 233 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $100,000 | 263 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $110,000 | 298 |
Personal Trust and Agency Accounts | $4,000 | 551 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 101 |
Employee Benefit-defined Benefit Accounts | $17,000 | 53 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 379 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $210,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $100,000 | 186 |
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 | $573,000 | 283 |
Number of Managed Accounts | $461,000 | 258 |
Personal Trust and Agency Accounts | $203,000 | 228 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 173 |
Employee Benefit-defined Benefit Accounts | $3,000 | 138 |
Number of other employee benefit and retirement-related accounts | $103,000 | 234 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $129,000 | 236 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 182 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $103,000 | 212 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $112,000 | 199 |
Personal Trust and Agency Accounts | $4,000 | 247 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 92 |
Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 178 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $214,000 | 107 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $102,000 | 107 |
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 | $575,000 | 285 |
Number of Managed Accounts | $459,000 | 258 |
Personal Trust and Agency Accounts | $200,000 | 232 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $12,000 | 175 |
Employee Benefit-defined Benefit Accounts | $3,000 | 138 |
Number of other employee benefit and retirement-related accounts | $104,000 | 228 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $129,000 | 237 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 180 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $104,000 | 206 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $116,000 | 198 |
Personal Trust and Agency Accounts | $4,000 | 248 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $71,000 | 92 |
Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 179 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $215,000 | 106 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,000 | 101 |
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 | $575,000 | 287 |
Number of Managed Accounts | $464,000 | 260 |
Personal Trust and Agency Accounts | $198,000 | 239 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $11,000 | 178 |
Employee Benefit-defined Benefit Accounts | $3,000 | 139 |
Number of other employee benefit and retirement-related accounts | $103,000 | 231 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $138,000 | 237 |
Number of foundation and endowment trust and agency accounts, managed assets | $11,000 | 182 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $103,000 | 203 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $111,000 | 202 |
Personal Trust and Agency Accounts | $5,000 | 231 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 90 |
Employee Benefit-defined Benefit Accounts | $17,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 210 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $234,000 | 102 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 100 |
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 | $607,000 | 321 |
Number of Managed Accounts | $498,000 | 281 |
Personal Trust and Agency Accounts | $210,000 | 260 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 160 |
Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
Number of other employee benefit and retirement-related accounts | $101,000 | 284 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $152,000 | 247 |
Number of foundation and endowment trust and agency accounts, managed assets | $12,000 | 228 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $101,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $109,000 | 316 |
Personal Trust and Agency Accounts | $5,000 | 535 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $71,000 | 100 |
Employee Benefit-defined Benefit Accounts | $15,000 | 58 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 419 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $243,000 | 115 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $104,000 | 178 |
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 | $647,000 | 269 |
Number of Managed Accounts | $539,000 | 238 |
Personal Trust and Agency Accounts | $213,000 | 225 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 133 |
Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
Number of other employee benefit and retirement-related accounts | $102,000 | 222 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $186,000 | 194 |
Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 168 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $102,000 | 193 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $108,000 | 204 |
Personal Trust and Agency Accounts | $5,000 | 233 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 92 |
Employee Benefit-defined Benefit Accounts | $14,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $257,000 | 97 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $106,000 | 98 |
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 | $709,000 | 254 |
Number of Managed Accounts | $599,000 | 224 |
Personal Trust and Agency Accounts | $244,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 126 |
Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
Number of other employee benefit and retirement-related accounts | $101,000 | 223 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $213,000 | 177 |
Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 163 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $101,000 | 190 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $110,000 | 204 |
Personal Trust and Agency Accounts | $4,000 | 249 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 88 |
Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 206 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $273,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $113,000 | 86 |
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 | $787,000 | 244 |
Number of Managed Accounts | $674,000 | 206 |
Personal Trust and Agency Accounts | $269,000 | 190 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $17,000 | 147 |
Employee Benefit-defined Benefit Accounts | $3,000 | 137 |
Number of other employee benefit and retirement-related accounts | $115,000 | 210 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $256,000 | 158 |
Number of foundation and endowment trust and agency accounts, managed assets | $14,000 | 160 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $115,000 | 178 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $113,000 | 203 |
Personal Trust and Agency Accounts | $5,000 | 242 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 87 |
Employee Benefit-defined Benefit Accounts | $11,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 216 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $292,000 | 88 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $122,000 | 79 |
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 | $895,000 | 242 |
Number of Managed Accounts | $778,000 | 193 |
Personal Trust and Agency Accounts | $268,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 176 |
Employee Benefit-defined Benefit Accounts | $3,000 | 161 |
Number of other employee benefit and retirement-related accounts | $127,000 | 236 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $346,000 | 127 |
Number of foundation and endowment trust and agency accounts, managed assets | $15,000 | 189 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $127,000 | 200 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $117,000 | 312 |
Personal Trust and Agency Accounts | $6,000 | 544 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 92 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 480 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $303,000 | 97 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $126,000 | 155 |
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 | $1,054,000 | 202 |
Number of Managed Accounts | $842,000 | 172 |
Personal Trust and Agency Accounts | $280,000 | 193 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $23,000 | 137 |
Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
Number of other employee benefit and retirement-related accounts | $136,000 | 191 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $399,000 | 119 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $212,000 | 155 |
Personal Trust and Agency Accounts | $5,000 | 248 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 85 |
Employee Benefit-defined Benefit Accounts | $10,000 | 66 |
Number non-managed other employee benefit and retirement-related accounts | $110,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $195,000 | 114 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,091,000 | 192 |
Number of Managed Accounts | $876,000 | 170 |
Personal Trust and Agency Accounts | $279,000 | 197 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 145 |
Employee Benefit-defined Benefit Accounts | $4,000 | 122 |
Number of other employee benefit and retirement-related accounts | $136,000 | 193 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $435,000 | 113 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $215,000 | 159 |
Personal Trust and Agency Accounts | $4,000 | 268 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 87 |
Employee Benefit-defined Benefit Accounts | $10,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $201,000 | 123 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,108,000 | 189 |
Number of Managed Accounts | $899,000 | 167 |
Personal Trust and Agency Accounts | $285,000 | 193 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 146 |
Employee Benefit-defined Benefit Accounts | $4,000 | 127 |
Number of other employee benefit and retirement-related accounts | $138,000 | 190 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $450,000 | 111 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $209,000 | 159 |
Personal Trust and Agency Accounts | $2,000 | 304 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $88,000 | 86 |
Employee Benefit-defined Benefit Accounts | $10,000 | 69 |
Number non-managed other employee benefit and retirement-related accounts | $109,000 | 93 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Custody and Safekeeping Accounts | $210,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 207 |
Number of Managed Accounts | $910,000 | 172 |
Personal Trust and Agency Accounts | $273,000 | 216 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 177 |
Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
Number of other employee benefit and retirement-related accounts | $139,000 | 228 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $473,000 | 108 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $205,000 | 226 |
Personal Trust and Agency Accounts | $2,000 | 768 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 98 |
Employee Benefit-defined Benefit Accounts | $10,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $107,000 | 163 |
Corporate Trust and Agency Accounts | $0 | 375 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $222,000 | 142 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,142,000 | 188 |
Number of Managed Accounts | $933,000 | 167 |
Personal Trust and Agency Accounts | $281,000 | 199 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 155 |
Employee Benefit-defined Benefit Accounts | $4,000 | 129 |
Number of other employee benefit and retirement-related accounts | $151,000 | 175 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $476,000 | 104 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $209,000 | 166 |
Personal Trust and Agency Accounts | $4,000 | 289 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 86 |
Employee Benefit-defined Benefit Accounts | $10,000 | 69 |
Number non-managed other employee benefit and retirement-related accounts | $109,000 | 99 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $207,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 192 |
Number of Managed Accounts | $928,000 | 170 |
Personal Trust and Agency Accounts | $281,000 | 200 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 146 |
Employee Benefit-defined Benefit Accounts | $4,000 | 126 |
Number of other employee benefit and retirement-related accounts | $147,000 | 180 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $472,000 | 108 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $208,000 | 170 |
Personal Trust and Agency Accounts | $3,000 | 307 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 89 |
Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
Number non-managed other employee benefit and retirement-related accounts | $109,000 | 101 |
Corporate Trust and Agency Accounts | $0 | 177 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $210,000 | 128 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,160,000 | 189 |
Number of Managed Accounts | $931,000 | 168 |
Personal Trust and Agency Accounts | $276,000 | 208 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 143 |
Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
Number of other employee benefit and retirement-related accounts | $145,000 | 181 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $482,000 | 104 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $229,000 | 164 |
Personal Trust and Agency Accounts | $3,000 | 307 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 79 |
Employee Benefit-defined Benefit Accounts | $9,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $109,000 | 100 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $186,000 | 135 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $933,000 | 246 |
Number of Managed Accounts | $700,000 | 218 |
Personal Trust and Agency Accounts | $232,000 | 262 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 177 |
Employee Benefit-defined Benefit Accounts | $4,000 | 140 |
Number of other employee benefit and retirement-related accounts | $145,000 | 205 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $295,000 | 159 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $233,000 | 214 |
Personal Trust and Agency Accounts | $14,000 | 428 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $98,000 | 97 |
Employee Benefit-defined Benefit Accounts | $9,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $112,000 | 155 |
Corporate Trust and Agency Accounts | $0 | 389 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda | ||
Custody and Safekeeping Accounts | $170,000 | 171 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $922,000 | 222 |
Number of Managed Accounts | $691,000 | 208 |
Personal Trust and Agency Accounts | $233,000 | 231 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 158 |
Employee Benefit-defined Benefit Accounts | $2,000 | 158 |
Number of other employee benefit and retirement-related accounts | $142,000 | 176 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $292,000 | 155 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $231,000 | 151 |
Personal Trust and Agency Accounts | $13,000 | 195 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 87 |
Employee Benefit-defined Benefit Accounts | $11,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $107,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Custody and Safekeeping Accounts | $157,000 | 143 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $924,000 | 222 |
Number of Managed Accounts | $691,000 | 212 |
Personal Trust and Agency Accounts | $235,000 | 231 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 166 |
Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
Number of other employee benefit and retirement-related accounts | $146,000 | 171 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $289,000 | 160 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $233,000 | 155 |
Personal Trust and Agency Accounts | $14,000 | 197 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $103,000 | 87 |
Employee Benefit-defined Benefit Accounts | $11,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $105,000 | 102 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Custody and Safekeeping Accounts | $161,000 | 146 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $894,000 | 231 |
Number of Managed Accounts | $658,000 | 216 |
Personal Trust and Agency Accounts | $229,000 | 234 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 172 |
Employee Benefit-defined Benefit Accounts | $2,000 | 163 |
Number of other employee benefit and retirement-related accounts | $145,000 | 171 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $263,000 | 169 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $236,000 | 153 |
Personal Trust and Agency Accounts | $10,000 | 221 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 83 |
Employee Benefit-defined Benefit Accounts | $11,000 | 76 |
Number non-managed other employee benefit and retirement-related accounts | $107,000 | 99 |
Corporate Trust and Agency Accounts | $0 | 190 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $151,000 | 151 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $816,000 | 266 |
Number of Managed Accounts | $548,000 | 256 |
Personal Trust and Agency Accounts | $268,000 | 225 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,000 | 337 |
Employee Benefit-defined Benefit Accounts | $2,000 | 199 |
Number of other employee benefit and retirement-related accounts | $95,000 | 254 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $175,000 | 230 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $268,000 | 197 |
Personal Trust and Agency Accounts | $12,000 | 459 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 102 |
Employee Benefit-defined Benefit Accounts | $11,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $145,000 | 126 |
Corporate Trust and Agency Accounts | $0 | 403 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $241,000 | 139 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $793,000 | 250 |
Number of Managed Accounts | $532,000 | 247 |
Personal Trust and Agency Accounts | $267,000 | 217 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 252 |
Employee Benefit-defined Benefit Accounts | $2,000 | 172 |
Number of other employee benefit and retirement-related accounts | $86,000 | 217 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $171,000 | 214 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $261,000 | 155 |
Personal Trust and Agency Accounts | $13,000 | 203 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $104,000 | 93 |
Employee Benefit-defined Benefit Accounts | $11,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $133,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $239,000 | 114 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $776,000 | 256 |
Number of Managed Accounts | $519,000 | 254 |
Personal Trust and Agency Accounts | $260,000 | 226 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 279 |
Employee Benefit-defined Benefit Accounts | $2,000 | 185 |
Number of other employee benefit and retirement-related accounts | $91,000 | 214 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $163,000 | 225 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $257,000 | 162 |
Personal Trust and Agency Accounts | $13,000 | 212 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 98 |
Employee Benefit-defined Benefit Accounts | $10,000 | 93 |
Number non-managed other employee benefit and retirement-related accounts | $129,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $235,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $760,000 | 260 |
Number of Managed Accounts | $478,000 | 271 |
Personal Trust and Agency Accounts | $260,000 | 230 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 271 |
Employee Benefit-defined Benefit Accounts | $2,000 | 182 |
Number of other employee benefit and retirement-related accounts | $83,000 | 221 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $129,000 | 244 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $282,000 | 156 |
Personal Trust and Agency Accounts | $34,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 98 |
Employee Benefit-defined Benefit Accounts | $12,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $128,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $228,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $730,000 | 292 |
Number of Managed Accounts | $463,000 | 307 |
Personal Trust and Agency Accounts | $261,000 | 251 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 437 |
Employee Benefit-defined Benefit Accounts | $2,000 | 236 |
Number of other employee benefit and retirement-related accounts | $75,000 | 288 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $121,000 | 298 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $267,000 | 208 |
Personal Trust and Agency Accounts | $15,000 | 421 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 112 |
Employee Benefit-defined Benefit Accounts | $13,000 | 95 |
Number non-managed other employee benefit and retirement-related accounts | $134,000 | 144 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda | ||
Custody and Safekeeping Accounts | $220,000 | 156 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $700,000 | 264 |
Number of Managed Accounts | $454,000 | 271 |
Personal Trust and Agency Accounts | $258,000 | 228 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 233 |
Employee Benefit-defined Benefit Accounts | $3,000 | 160 |
Number of other employee benefit and retirement-related accounts | $73,000 | 220 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $110,000 | 253 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $246,000 | 163 |
Personal Trust and Agency Accounts | $14,000 | 203 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $94,000 | 106 |
Employee Benefit-defined Benefit Accounts | $13,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 200 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $214,000 | 126 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $702,000 | 267 |
Number of Managed Accounts | $498,000 | 261 |
Personal Trust and Agency Accounts | $261,000 | 226 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 111 |
Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
Number of other employee benefit and retirement-related accounts | $74,000 | 224 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $107,000 | 264 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $204,000 | 181 |
Personal Trust and Agency Accounts | $14,000 | 208 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 137 |
Employee Benefit-defined Benefit Accounts | $14,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $123,000 | 96 |
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 | $213,000 | 127 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $686,000 | 269 |
Number of Managed Accounts | $484,000 | 266 |
Personal Trust and Agency Accounts | $252,000 | 234 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 118 |
Employee Benefit-defined Benefit Accounts | $4,000 | 144 |
Number of other employee benefit and retirement-related accounts | $70,000 | 225 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $105,000 | 265 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $202,000 | 186 |
Personal Trust and Agency Accounts | $14,000 | 215 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 140 |
Employee Benefit-defined Benefit Accounts | $13,000 | 82 |
Number non-managed other employee benefit and retirement-related accounts | $120,000 | 96 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $215,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $697,000 | 297 |
Number of Managed Accounts | $489,000 | 285 |
Personal Trust and Agency Accounts | $257,000 | 257 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $50,000 | 136 |
Employee Benefit-defined Benefit Accounts | $4,000 | 162 |
Number of other employee benefit and retirement-related accounts | $71,000 | 288 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $107,000 | 316 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $208,000 | 250 |
Personal Trust and Agency Accounts | $13,000 | 457 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 161 |
Employee Benefit-defined Benefit Accounts | $13,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $124,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda | ||
Custody and Safekeeping Accounts | $212,000 | 161 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $693,000 | 259 |
Number of Managed Accounts | $486,000 | 258 |
Personal Trust and Agency Accounts | $255,000 | 232 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 120 |
Employee Benefit-defined Benefit Accounts | $4,000 | 138 |
Number of other employee benefit and retirement-related accounts | $70,000 | 217 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $106,000 | 253 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $207,000 | 186 |
Personal Trust and Agency Accounts | $14,000 | 215 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 139 |
Employee Benefit-defined Benefit Accounts | $13,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $122,000 | 94 |
Corporate Trust and Agency Accounts | $0 | 201 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Custody and Safekeeping Accounts | $218,000 | 140 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $691,000 | 263 |
Number of Managed Accounts | $483,000 | 261 |
Personal Trust and Agency Accounts | $253,000 | 241 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 126 |
Employee Benefit-defined Benefit Accounts | $4,000 | 136 |
Number of other employee benefit and retirement-related accounts | $68,000 | 222 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $107,000 | 250 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $208,000 | 192 |
Personal Trust and Agency Accounts | $11,000 | 240 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 140 |
Employee Benefit-defined Benefit Accounts | $13,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $122,000 | 99 |
Corporate Trust and Agency Accounts | $0 | 206 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Custody and Safekeeping Accounts | $265,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $693,000 | 265 |
Number of Managed Accounts | $486,000 | 265 |
Personal Trust and Agency Accounts | $252,000 | 246 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $50,000 | 126 |
Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
Number of other employee benefit and retirement-related accounts | $66,000 | 222 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $114,000 | 244 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $207,000 | 188 |
Personal Trust and Agency Accounts | $11,000 | 239 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 144 |
Employee Benefit-defined Benefit Accounts | $13,000 | 81 |
Number non-managed other employee benefit and retirement-related accounts | $121,000 | 100 |
Corporate Trust and Agency Accounts | $0 | 205 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $268,000 | 116 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $686,000 | 311 |
Number of Managed Accounts | $470,000 | 306 |
Personal Trust and Agency Accounts | $245,000 | 286 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $50,000 | 146 |
Employee Benefit-defined Benefit Accounts | $4,000 | 166 |
Number of other employee benefit and retirement-related accounts | $57,000 | 315 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $114,000 | 296 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $216,000 | 262 |
Personal Trust and Agency Accounts | $14,000 | 458 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $63,000 | 170 |
Employee Benefit-defined Benefit Accounts | $14,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 168 |
Corporate Trust and Agency Accounts | $0 | 460 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Custody and Safekeeping Accounts | $257,000 | 145 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $681,000 | 281 |
Number of Managed Accounts | $466,000 | 281 |
Personal Trust and Agency Accounts | $244,000 | 260 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $47,000 | 148 |
Employee Benefit-defined Benefit Accounts | $4,000 | 152 |
Number of other employee benefit and retirement-related accounts | $57,000 | 240 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $114,000 | 243 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $215,000 | 201 |
Personal Trust and Agency Accounts | $13,000 | 236 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $67,000 | 155 |
Employee Benefit-defined Benefit Accounts | $14,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $121,000 | 104 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda | ||
Custody and Safekeeping Accounts | $253,000 | 131 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $668,000 | 288 |
Number of Managed Accounts | $439,000 | 292 |
Personal Trust and Agency Accounts | $328,000 | 215 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $45,000 | 156 |
Employee Benefit-defined Benefit Accounts | $5,000 | 144 |
Number of other employee benefit and retirement-related accounts | $52,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $9,000 | 363 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $229,000 | 201 |
Personal Trust and Agency Accounts | $16,000 | 224 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 146 |
Employee Benefit-defined Benefit Accounts | $14,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $118,000 | 110 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda | ||
Custody and Safekeeping Accounts | $264,000 | 126 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $675,000 | 289 |
Number of Managed Accounts | $446,000 | 292 |
Personal Trust and Agency Accounts | $341,000 | 219 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $7,000 | 127 |
Number of other employee benefit and retirement-related accounts | $98,000 | 183 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $229,000 | 203 |
Personal Trust and Agency Accounts | $16,000 | 236 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $8,000 | 112 |
Number non-managed other employee benefit and retirement-related accounts | $205,000 | 71 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Custody and Safekeeping Accounts | $265,000 | 126 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $213,000 | 683 |
Number of Managed Accounts | $111,000 | 748 |
Personal Trust and Agency Accounts | $75,000 | 667 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 834 |
Employee Benefit-defined Benefit Accounts | $2,000 | 251 |
Number of other employee benefit and retirement-related accounts | $34,000 | 406 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $0 | 941 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $102,000 | 426 |
Personal Trust and Agency Accounts | $2,000 | 827 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $7,000 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $93,000 | 199 |
Corporate Trust and Agency Accounts | $0 | 452 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda | ||
Custody and Safekeeping Accounts | $101,000 | 314 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $178,000 | 720 |
Number of Managed Accounts | $88,000 | 787 |
Personal Trust and Agency Accounts | $67,000 | 704 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 815 |
Employee Benefit-defined Benefit Accounts | $0 | 447 |
Number of other employee benefit and retirement-related accounts | $21,000 | 435 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $0 | 858 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $90,000 | 434 |
Personal Trust and Agency Accounts | $1,000 | 869 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 726 |
Employee Benefit-defined Benefit Accounts | $3,000 | 166 |
Number non-managed other employee benefit and retirement-related accounts | $86,000 | 208 |
Corporate Trust and Agency Accounts | $0 | 450 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda | ||
Custody and Safekeeping Accounts | $97,000 | 303 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |