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 | $3,790,000 | 88 |
Number of Managed Accounts | $3,403,000 | 69 |
Personal Trust and Agency Accounts | $1,431,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $59,000 | 94 |
Employee Benefit-defined Benefit Accounts | $11,000 | 50 |
Number of other employee benefit and retirement-related accounts | $675,000 | 132 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $1,147,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | $80,000 | 93 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $674,000 | 102 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $387,000 | 107 |
Personal Trust and Agency Accounts | $8,000 | 382 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $221,000 | 30 |
Employee Benefit-defined Benefit Accounts | $5,000 | 99 |
Number non-managed other employee benefit and retirement-related accounts | $134,000 | 108 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $19,000 | 127 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda |
Custody and Safekeeping Accounts | $336,000 | 99 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $84,000 | 185 |
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 | $3,681,000 | 88 |
Number of Managed Accounts | $3,301,000 | 70 |
Personal Trust and Agency Accounts | $1,494,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 91 |
Employee Benefit-defined Benefit Accounts | $11,000 | 51 |
Number of other employee benefit and retirement-related accounts | $644,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $1,017,000 | 76 |
Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 91 |
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 | $644,000 | 101 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $380,000 | 98 |
Personal Trust and Agency Accounts | $12,000 | 195 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $227,000 | 29 |
Employee Benefit-defined Benefit Accounts | $5,000 | 92 |
Number non-managed other employee benefit and retirement-related accounts | $124,000 | 56 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 128 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $344,000 | 79 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 139 |
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 | $2,953,000 | 98 |
Number of Managed Accounts | $2,603,000 | 82 |
Personal Trust and Agency Accounts | $1,272,000 | 54 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 98 |
Employee Benefit-defined Benefit Accounts | $11,000 | 46 |
Number of other employee benefit and retirement-related accounts | $423,000 | 181 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $773,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 99 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $423,000 | 145 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $350,000 | 107 |
Personal Trust and Agency Accounts | $3,000 | 301 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $222,000 | 26 |
Employee Benefit-defined Benefit Accounts | $12,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 109 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 144 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Custody and Safekeeping Accounts | $277,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 177 |
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 | $2,954,000 | 104 |
Number of Managed Accounts | $2,605,000 | 87 |
Personal Trust and Agency Accounts | $1,284,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 56 |
Employee Benefit-defined Benefit Accounts | $17,000 | 41 |
Number of other employee benefit and retirement-related accounts | $407,000 | 147 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $773,000 | 98 |
Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 103 |
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 | $407,000 | 141 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $349,000 | 108 |
Personal Trust and Agency Accounts | $3,000 | 253 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $219,000 | 30 |
Employee Benefit-defined Benefit Accounts | $20,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $95,000 | 66 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 88 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda |
Custody and Safekeeping Accounts | $278,000 | 92 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $50,000 | 130 |
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 | $2,954,000 | 107 |
Number of Managed Accounts | $2,595,000 | 88 |
Personal Trust and Agency Accounts | $1,299,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 59 |
Employee Benefit-defined Benefit Accounts | $18,000 | 42 |
Number of other employee benefit and retirement-related accounts | $388,000 | 172 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $764,000 | 98 |
Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 106 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $388,000 | 166 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $359,000 | 116 |
Personal Trust and Agency Accounts | $3,000 | 489 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $228,000 | 31 |
Employee Benefit-defined Benefit Accounts | $20,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $97,000 | 92 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 124 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda |
Custody and Safekeeping Accounts | $272,000 | 113 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 201 |
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 | $2,911,000 | 105 |
Number of Managed Accounts | $2,554,000 | 88 |
Personal Trust and Agency Accounts | $1,309,000 | 49 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 60 |
Employee Benefit-defined Benefit Accounts | $18,000 | 40 |
Number of other employee benefit and retirement-related accounts | $372,000 | 164 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $732,000 | 99 |
Number of foundation and endowment trust and agency accounts, managed assets | $69,000 | 105 |
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 | $372,000 | 159 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $357,000 | 106 |
Personal Trust and Agency Accounts | $3,000 | 257 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $229,000 | 28 |
Employee Benefit-defined Benefit Accounts | $20,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $94,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Custody and Safekeeping Accounts | $271,000 | 93 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $49,000 | 133 |
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 | $2,920,000 | 93 |
Number of Managed Accounts | $2,562,000 | 82 |
Personal Trust and Agency Accounts | $1,317,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 54 |
Employee Benefit-defined Benefit Accounts | $19,000 | 36 |
Number of other employee benefit and retirement-related accounts | $370,000 | 166 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $730,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 91 |
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 | $370,000 | 161 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $358,000 | 95 |
Personal Trust and Agency Accounts | $3,000 | 270 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $229,000 | 25 |
Employee Benefit-defined Benefit Accounts | $21,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $94,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 92 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Custody and Safekeeping Accounts | $271,000 | 86 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $49,000 | 143 |
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 | $2,924,000 | 94 |
Number of Managed Accounts | $2,567,000 | 81 |
Personal Trust and Agency Accounts | $1,330,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 52 |
Employee Benefit-defined Benefit Accounts | $19,000 | 35 |
Number of other employee benefit and retirement-related accounts | $375,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $716,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 93 |
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 | $375,000 | 151 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $357,000 | 95 |
Personal Trust and Agency Accounts | $3,000 | 233 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $227,000 | 26 |
Employee Benefit-defined Benefit Accounts | $20,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $95,000 | 68 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 76 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $272,000 | 84 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $50,000 | 122 |
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 | $2,965,000 | 94 |
Number of Managed Accounts | $2,603,000 | 79 |
Personal Trust and Agency Accounts | $1,344,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 56 |
Employee Benefit-defined Benefit Accounts | $19,000 | 38 |
Number of other employee benefit and retirement-related accounts | $380,000 | 166 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $731,000 | 91 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 94 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $380,000 | 160 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $362,000 | 104 |
Personal Trust and Agency Accounts | $4,000 | 437 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $228,000 | 26 |
Employee Benefit-defined Benefit Accounts | $21,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $97,000 | 97 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 109 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda |
Custody and Safekeeping Accounts | $275,000 | 101 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 200 |
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 | $2,957,000 | 91 |
Number of Managed Accounts | $2,597,000 | 80 |
Personal Trust and Agency Accounts | $1,343,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 57 |
Employee Benefit-defined Benefit Accounts | $18,000 | 40 |
Number of other employee benefit and retirement-related accounts | $381,000 | 150 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $727,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 91 |
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 | $381,000 | 145 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $360,000 | 96 |
Personal Trust and Agency Accounts | $3,000 | 230 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $226,000 | 28 |
Employee Benefit-defined Benefit Accounts | $21,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $98,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda |
Custody and Safekeeping Accounts | $281,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $53,000 | 118 |
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 | $2,889,000 | 92 |
Number of Managed Accounts | $2,522,000 | 84 |
Personal Trust and Agency Accounts | $1,272,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 59 |
Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
Number of other employee benefit and retirement-related accounts | $376,000 | 158 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $727,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 94 |
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 | $376,000 | 153 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $367,000 | 95 |
Personal Trust and Agency Accounts | $3,000 | 263 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $228,000 | 29 |
Employee Benefit-defined Benefit Accounts | $25,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $98,000 | 70 |
Corporate Trust and Agency Accounts | $1,000 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 89 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $282,000 | 87 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $53,000 | 133 |
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 | $2,895,000 | 92 |
Number of Managed Accounts | $2,528,000 | 85 |
Personal Trust and Agency Accounts | $1,284,000 | 44 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $60,000 | 55 |
Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
Number of other employee benefit and retirement-related accounts | $374,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $721,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 92 |
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 | $374,000 | 147 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $367,000 | 94 |
Personal Trust and Agency Accounts | $3,000 | 229 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $225,000 | 29 |
Employee Benefit-defined Benefit Accounts | $25,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 65 |
Corporate Trust and Agency Accounts | $1,000 | 100 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $285,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 123 |
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 | $2,916,000 | 94 |
Number of Managed Accounts | $2,541,000 | 85 |
Personal Trust and Agency Accounts | $1,299,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $60,000 | 57 |
Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
Number of other employee benefit and retirement-related accounts | $365,000 | 163 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $727,000 | 94 |
Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 92 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $365,000 | 158 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $375,000 | 105 |
Personal Trust and Agency Accounts | $4,000 | 440 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $232,000 | 29 |
Employee Benefit-defined Benefit Accounts | $25,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $101,000 | 95 |
Corporate Trust and Agency Accounts | $1,000 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 119 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda |
Custody and Safekeeping Accounts | $288,000 | 98 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 205 |
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 | $2,907,000 | 89 |
Number of Managed Accounts | $2,535,000 | 83 |
Personal Trust and Agency Accounts | $1,312,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 57 |
Employee Benefit-defined Benefit Accounts | $18,000 | 40 |
Number of other employee benefit and retirement-related accounts | $352,000 | 157 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $725,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 89 |
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 | $352,000 | 149 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $372,000 | 94 |
Personal Trust and Agency Accounts | $4,000 | 218 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $230,000 | 29 |
Employee Benefit-defined Benefit Accounts | $24,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $100,000 | 66 |
Corporate Trust and Agency Accounts | $2,000 | 87 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 84 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $285,000 | 79 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $56,000 | 125 |
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 | $2,919,000 | 89 |
Number of Managed Accounts | $2,545,000 | 82 |
Personal Trust and Agency Accounts | $1,323,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 61 |
Employee Benefit-defined Benefit Accounts | $18,000 | 39 |
Number of other employee benefit and retirement-related accounts | $351,000 | 166 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $726,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 91 |
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 | $351,000 | 157 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $374,000 | 98 |
Personal Trust and Agency Accounts | $3,000 | 257 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $229,000 | 30 |
Employee Benefit-defined Benefit Accounts | $24,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $104,000 | 74 |
Corporate Trust and Agency Accounts | $2,000 | 95 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 93 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $290,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $60,000 | 129 |
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 | $2,916,000 | 87 |
Number of Managed Accounts | $2,540,000 | 80 |
Personal Trust and Agency Accounts | $1,324,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 64 |
Employee Benefit-defined Benefit Accounts | $18,000 | 38 |
Number of other employee benefit and retirement-related accounts | $345,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $726,000 | 94 |
Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 89 |
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 | $345,000 | 151 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $376,000 | 95 |
Personal Trust and Agency Accounts | $3,000 | 232 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $229,000 | 32 |
Employee Benefit-defined Benefit Accounts | $24,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $106,000 | 68 |
Corporate Trust and Agency Accounts | $2,000 | 91 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $291,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $62,000 | 122 |
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 | $2,948,000 | 90 |
Number of Managed Accounts | $2,562,000 | 83 |
Personal Trust and Agency Accounts | $1,337,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 65 |
Employee Benefit-defined Benefit Accounts | $18,000 | 42 |
Number of other employee benefit and retirement-related accounts | $349,000 | 169 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $728,000 | 97 |
Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 90 |
Other Fiduciary Accounts | $0 | 226 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $349,000 | 160 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $386,000 | 107 |
Personal Trust and Agency Accounts | $10,000 | 334 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $228,000 | 32 |
Employee Benefit-defined Benefit Accounts | $23,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 93 |
Corporate Trust and Agency Accounts | $2,000 | 166 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 118 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda |
Custody and Safekeeping Accounts | $293,000 | 100 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 178 |
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 | $2,963,000 | 87 |
Number of Managed Accounts | $2,580,000 | 82 |
Personal Trust and Agency Accounts | $1,354,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 61 |
Employee Benefit-defined Benefit Accounts | $18,000 | 41 |
Number of other employee benefit and retirement-related accounts | $348,000 | 155 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $731,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 90 |
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 | $348,000 | 149 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $383,000 | 93 |
Personal Trust and Agency Accounts | $10,000 | 181 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $227,000 | 31 |
Employee Benefit-defined Benefit Accounts | $21,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 68 |
Corporate Trust and Agency Accounts | $2,000 | 89 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 88 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $294,000 | 84 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 113 |
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 | $2,978,000 | 89 |
Number of Managed Accounts | $2,595,000 | 80 |
Personal Trust and Agency Accounts | $1,362,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 64 |
Employee Benefit-defined Benefit Accounts | $17,000 | 42 |
Number of other employee benefit and retirement-related accounts | $352,000 | 159 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $737,000 | 94 |
Number of foundation and endowment trust and agency accounts, managed assets | $71,000 | 89 |
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 | $352,000 | 153 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $383,000 | 97 |
Personal Trust and Agency Accounts | $9,000 | 193 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $225,000 | 31 |
Employee Benefit-defined Benefit Accounts | $21,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $114,000 | 71 |
Corporate Trust and Agency Accounts | $2,000 | 99 |
Number of investment management and advisory agency accounts, non-managed assets | $12,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $294,000 | 87 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 120 |
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 | $3,002,000 | 88 |
Number of Managed Accounts | $2,610,000 | 79 |
Personal Trust and Agency Accounts | $1,381,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 65 |
Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
Number of other employee benefit and retirement-related accounts | $351,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $732,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 85 |
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 | $351,000 | 150 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $392,000 | 96 |
Personal Trust and Agency Accounts | $9,000 | 197 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $223,000 | 32 |
Employee Benefit-defined Benefit Accounts | $22,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $122,000 | 68 |
Corporate Trust and Agency Accounts | $2,000 | 101 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 86 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $297,000 | 86 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 118 |
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 | $3,011,000 | 90 |
Number of Managed Accounts | $2,611,000 | 78 |
Personal Trust and Agency Accounts | $1,393,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 68 |
Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
Number of other employee benefit and retirement-related accounts | $338,000 | 161 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $732,000 | 90 |
Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 83 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $338,000 | 153 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $400,000 | 107 |
Personal Trust and Agency Accounts | $10,000 | 336 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $224,000 | 32 |
Employee Benefit-defined Benefit Accounts | $24,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $126,000 | 90 |
Corporate Trust and Agency Accounts | $2,000 | 170 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 108 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda |
Custody and Safekeeping Accounts | $297,000 | 96 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 169 |
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 | $3,032,000 | 86 |
Number of Managed Accounts | $2,630,000 | 77 |
Personal Trust and Agency Accounts | $1,422,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 69 |
Employee Benefit-defined Benefit Accounts | $16,000 | 43 |
Number of other employee benefit and retirement-related accounts | $338,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $724,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 83 |
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 | $338,000 | 149 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $402,000 | 98 |
Personal Trust and Agency Accounts | $10,000 | 198 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $222,000 | 32 |
Employee Benefit-defined Benefit Accounts | $24,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $130,000 | 63 |
Corporate Trust and Agency Accounts | $2,000 | 103 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 86 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $297,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $82,000 | 115 |
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 | $3,151,000 | 83 |
Number of Managed Accounts | $2,729,000 | 73 |
Personal Trust and Agency Accounts | $1,446,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 66 |
Employee Benefit-defined Benefit Accounts | $16,000 | 43 |
Number of other employee benefit and retirement-related accounts | $376,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $760,000 | 83 |
Number of foundation and endowment trust and agency accounts, managed assets | $76,000 | 81 |
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 | $376,000 | 135 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $422,000 | 97 |
Personal Trust and Agency Accounts | $12,000 | 190 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $223,000 | 29 |
Employee Benefit-defined Benefit Accounts | $25,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $145,000 | 57 |
Corporate Trust and Agency Accounts | $2,000 | 105 |
Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $311,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 104 |
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 | $3,205,000 | 80 |
Number of Managed Accounts | $2,775,000 | 71 |
Personal Trust and Agency Accounts | $1,466,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 70 |
Employee Benefit-defined Benefit Accounts | $16,000 | 47 |
Number of other employee benefit and retirement-related accounts | $379,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $787,000 | 82 |
Number of foundation and endowment trust and agency accounts, managed assets | $73,000 | 82 |
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 | $379,000 | 132 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $430,000 | 97 |
Personal Trust and Agency Accounts | $10,000 | 202 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $222,000 | 32 |
Employee Benefit-defined Benefit Accounts | $25,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $155,000 | 55 |
Corporate Trust and Agency Accounts | $2,000 | 105 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 81 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $320,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 96 |
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 | $3,241,000 | 79 |
Number of Managed Accounts | $2,814,000 | 71 |
Personal Trust and Agency Accounts | $1,490,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $53,000 | 68 |
Employee Benefit-defined Benefit Accounts | $17,000 | 49 |
Number of other employee benefit and retirement-related accounts | $382,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $798,000 | 77 |
Number of foundation and endowment trust and agency accounts, managed assets | $74,000 | 82 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $382,000 | 133 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $427,000 | 107 |
Personal Trust and Agency Accounts | $9,000 | 367 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $218,000 | 32 |
Employee Benefit-defined Benefit Accounts | $25,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $156,000 | 74 |
Corporate Trust and Agency Accounts | $3,000 | 161 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 104 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda |
Custody and Safekeeping Accounts | $328,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $108,000 | 135 |
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 | $3,259,000 | 77 |
Number of Managed Accounts | $2,831,000 | 71 |
Personal Trust and Agency Accounts | $1,504,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $52,000 | 69 |
Employee Benefit-defined Benefit Accounts | $16,000 | 48 |
Number of other employee benefit and retirement-related accounts | $379,000 | 129 |
Corporate Trust and Agency Accounts | $2,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $810,000 | 78 |
Number of foundation and endowment trust and agency accounts, managed assets | $68,000 | 87 |
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 | $379,000 | 127 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $428,000 | 97 |
Personal Trust and Agency Accounts | $9,000 | 205 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $220,000 | 32 |
Employee Benefit-defined Benefit Accounts | $25,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $155,000 | 55 |
Corporate Trust and Agency Accounts | $3,000 | 99 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 83 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $315,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 98 |
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 | $3,276,000 | 75 |
Number of Managed Accounts | $2,852,000 | 68 |
Personal Trust and Agency Accounts | $1,505,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $52,000 | 70 |
Employee Benefit-defined Benefit Accounts | $16,000 | 49 |
Number of other employee benefit and retirement-related accounts | $375,000 | 129 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $810,000 | 74 |
Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 70 |
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 | $375,000 | 125 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $424,000 | 96 |
Personal Trust and Agency Accounts | $9,000 | 204 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $211,000 | 33 |
Employee Benefit-defined Benefit Accounts | $25,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $158,000 | 54 |
Corporate Trust and Agency Accounts | $3,000 | 100 |
Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 73 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $320,000 | 81 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $111,000 | 97 |
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 | $3,365,000 | 72 |
Number of Managed Accounts | $2,902,000 | 67 |
Personal Trust and Agency Accounts | $1,531,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 46 |
Employee Benefit-defined Benefit Accounts | $16,000 | 49 |
Number of other employee benefit and retirement-related accounts | $370,000 | 129 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $810,000 | 71 |
Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 70 |
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 | $370,000 | 125 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $463,000 | 92 |
Personal Trust and Agency Accounts | $21,000 | 146 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $231,000 | 31 |
Employee Benefit-defined Benefit Accounts | $29,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $162,000 | 53 |
Corporate Trust and Agency Accounts | $3,000 | 102 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $332,000 | 81 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $114,000 | 95 |
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 | $3,390,000 | 73 |
Number of Managed Accounts | $2,926,000 | 67 |
Personal Trust and Agency Accounts | $1,559,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $84,000 | 45 |
Employee Benefit-defined Benefit Accounts | $16,000 | 50 |
Number of other employee benefit and retirement-related accounts | $364,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $809,000 | 70 |
Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 69 |
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 | $364,000 | 125 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $464,000 | 103 |
Personal Trust and Agency Accounts | $22,000 | 249 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $224,000 | 35 |
Employee Benefit-defined Benefit Accounts | $30,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $166,000 | 75 |
Corporate Trust and Agency Accounts | $4,000 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 128 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda |
Custody and Safekeeping Accounts | $335,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 132 |
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 | $3,424,000 | 71 |
Number of Managed Accounts | $2,958,000 | 64 |
Personal Trust and Agency Accounts | $1,581,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $87,000 | 42 |
Employee Benefit-defined Benefit Accounts | $17,000 | 46 |
Number of other employee benefit and retirement-related accounts | $362,000 | 128 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $814,000 | 70 |
Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 64 |
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 | $362,000 | 120 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $466,000 | 95 |
Personal Trust and Agency Accounts | $24,000 | 144 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $272,000 | 27 |
Employee Benefit-defined Benefit Accounts | $28,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $120,000 | 72 |
Corporate Trust and Agency Accounts | $4,000 | 95 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 74 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 110 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $337,000 | 81 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $120,000 | 92 |
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 | $3,454,000 | 72 |
Number of Managed Accounts | $2,992,000 | 65 |
Personal Trust and Agency Accounts | $1,617,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 43 |
Employee Benefit-defined Benefit Accounts | $17,000 | 47 |
Number of other employee benefit and retirement-related accounts | $365,000 | 129 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $811,000 | 70 |
Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 64 |
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 | $365,000 | 123 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $462,000 | 96 |
Personal Trust and Agency Accounts | $17,000 | 172 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $268,000 | 29 |
Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $128,000 | 68 |
Corporate Trust and Agency Accounts | $4,000 | 100 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 80 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 114 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $336,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $128,000 | 87 |
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 | $3,485,000 | 72 |
Number of Managed Accounts | $2,685,000 | 68 |
Personal Trust and Agency Accounts | $1,322,000 | 44 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $84,000 | 46 |
Employee Benefit-defined Benefit Accounts | $17,000 | 50 |
Number of other employee benefit and retirement-related accounts | $353,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $819,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 68 |
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 | $353,000 | 123 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $800,000 | 67 |
Personal Trust and Agency Accounts | $329,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $274,000 | 28 |
Employee Benefit-defined Benefit Accounts | $27,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $139,000 | 66 |
Corporate Trust and Agency Accounts | $4,000 | 103 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 78 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 40 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $345,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $139,000 | 81 |
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 | $3,534,000 | 73 |
Number of Managed Accounts | $2,713,000 | 66 |
Personal Trust and Agency Accounts | $1,330,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $89,000 | 45 |
Employee Benefit-defined Benefit Accounts | $17,000 | 51 |
Number of other employee benefit and retirement-related accounts | $361,000 | 132 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $826,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 67 |
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 | $361,000 | 123 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,000 | 55 |
Number of Non-Managed Accounts | $821,000 | 73 |
Personal Trust and Agency Accounts | $334,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $292,000 | 29 |
Employee Benefit-defined Benefit Accounts | $26,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $138,000 | 96 |
Corporate Trust and Agency Accounts | $4,000 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 96 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 43 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda |
Custody and Safekeeping Accounts | $348,000 | 92 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $138,000 | 124 |
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 | $3,569,000 | 69 |
Number of Managed Accounts | $2,738,000 | 66 |
Personal Trust and Agency Accounts | $1,363,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $86,000 | 45 |
Employee Benefit-defined Benefit Accounts | $18,000 | 49 |
Number of other employee benefit and retirement-related accounts | $358,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $823,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 66 |
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 | $358,000 | 118 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $831,000 | 67 |
Personal Trust and Agency Accounts | $343,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $291,000 | 29 |
Employee Benefit-defined Benefit Accounts | $26,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $140,000 | 66 |
Corporate Trust and Agency Accounts | $4,000 | 104 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 71 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 45 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $342,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $140,000 | 85 |
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 | $3,627,000 | 71 |
Number of Managed Accounts | $2,753,000 | 67 |
Personal Trust and Agency Accounts | $1,367,000 | 44 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 48 |
Employee Benefit-defined Benefit Accounts | $17,000 | 50 |
Number of other employee benefit and retirement-related accounts | $363,000 | 128 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $830,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 64 |
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 | $363,000 | 118 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $874,000 | 65 |
Personal Trust and Agency Accounts | $358,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $292,000 | 28 |
Employee Benefit-defined Benefit Accounts | $32,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $146,000 | 60 |
Corporate Trust and Agency Accounts | $18,000 | 74 |
Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 71 |
Number (#) individual retirement, health savings, and other similar accounts | $10,000 | 44 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda |
Custody and Safekeeping Accounts | $356,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $146,000 | 82 |
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 | $3,667,000 | 71 |
Number of Managed Accounts | $2,767,000 | 67 |
Personal Trust and Agency Accounts | $1,370,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 47 |
Employee Benefit-defined Benefit Accounts | $18,000 | 50 |
Number of other employee benefit and retirement-related accounts | $366,000 | 119 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $837,000 | 64 |
Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 64 |
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 | $366,000 | 108 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $900,000 | 66 |
Personal Trust and Agency Accounts | $368,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $296,000 | 31 |
Employee Benefit-defined Benefit Accounts | $32,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $158,000 | 61 |
Corporate Trust and Agency Accounts | $18,000 | 72 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 77 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda |
Custody and Safekeeping Accounts | $357,000 | 79 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $158,000 | 79 |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,720,000 | 72 |
Number of Managed Accounts | $2,797,000 | 62 |
Personal Trust and Agency Accounts | $1,369,000 | 43 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $94,000 | 46 |
Employee Benefit-defined Benefit Accounts | $18,000 | 52 |
Number of other employee benefit and retirement-related accounts | $373,000 | 117 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $847,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | $96,000 | 64 |
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 | $373,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000 | 58 |
Number of Non-Managed Accounts | $923,000 | 69 |
Personal Trust and Agency Accounts | $388,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $301,000 | 32 |
Employee Benefit-defined Benefit Accounts | $28,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $160,000 | 93 |
Corporate Trust and Agency Accounts | $18,000 | 96 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 95 |
Number (#) individual retirement, health savings, and other similar accounts | $11,000 | 41 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda |
Custody and Safekeeping Accounts | $361,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $160,000 | 117 |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,739,000 | 67 |
Number of Managed Accounts | $2,873,000 | 62 |
Personal Trust and Agency Accounts | $1,452,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $94,000 | 46 |
Employee Benefit-defined Benefit Accounts | $18,000 | 49 |
Number of other employee benefit and retirement-related accounts | $373,000 | 114 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $831,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 60 |
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 | $373,000 | 105 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $866,000 | 69 |
Personal Trust and Agency Accounts | $330,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $301,000 | 34 |
Employee Benefit-defined Benefit Accounts | $20,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $162,000 | 57 |
Corporate Trust and Agency Accounts | $16,000 | 73 |
Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 54 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $367,000 | 76 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $162,000 | 76 |
2014-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,703,000 | 67 |
Number of Managed Accounts | $2,808,000 | 61 |
Personal Trust and Agency Accounts | $1,458,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $89,000 | 46 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $347,000 | 118 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $797,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | $106,000 | 56 |
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 | $347,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $895,000 | 68 |
Personal Trust and Agency Accounts | $341,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $302,000 | 34 |
Employee Benefit-defined Benefit Accounts | $9,000 | 55 |
Number non-managed other employee benefit and retirement-related accounts | $157,000 | 60 |
Corporate Trust and Agency Accounts | $16,000 | 74 |
Number of investment management and advisory agency accounts, non-managed assets | $64,000 | 31 |
Number (#) individual retirement, health savings, and other similar accounts | $6,000 | 58 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $382,000 | 75 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $157,000 | 75 |
2014-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,737,000 | 68 |
Number of Managed Accounts | $2,837,000 | 63 |
Personal Trust and Agency Accounts | $1,479,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $89,000 | 48 |
Employee Benefit-defined Benefit Accounts | $12,000 | 62 |
Number of other employee benefit and retirement-related accounts | $347,000 | 116 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $800,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | $110,000 | 55 |
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 | $347,000 | 107 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $900,000 | 71 |
Personal Trust and Agency Accounts | $341,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $300,000 | 34 |
Employee Benefit-defined Benefit Accounts | $9,000 | 59 |
Number non-managed other employee benefit and retirement-related accounts | $161,000 | 61 |
Corporate Trust and Agency Accounts | $16,000 | 74 |
Number of investment management and advisory agency accounts, non-managed assets | $70,000 | 30 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 87 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $344,000 | 76 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $161,000 | 77 |
2013-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,775,000 | 70 |
Number of Managed Accounts | $2,821,000 | 62 |
Personal Trust and Agency Accounts | $1,467,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 54 |
Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
Number of other employee benefit and retirement-related accounts | $339,000 | 118 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $781,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | $136,000 | 43 |
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 | $339,000 | 106 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000 | 59 |
Number of Non-Managed Accounts | $954,000 | 72 |
Personal Trust and Agency Accounts | $346,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $314,000 | 35 |
Employee Benefit-defined Benefit Accounts | $9,000 | 59 |
Number non-managed other employee benefit and retirement-related accounts | $191,000 | 83 |
Corporate Trust and Agency Accounts | $14,000 | 104 |
Number of investment management and advisory agency accounts, non-managed assets | $78,000 | 30 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 112 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda |
Custody and Safekeeping Accounts | $382,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $191,000 | 102 |
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 | $3,775,000 | 67 |
Number of Managed Accounts | $2,821,000 | 62 |
Personal Trust and Agency Accounts | $1,467,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 54 |
Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
Number of other employee benefit and retirement-related accounts | $339,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $781,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | $136,000 | 43 |
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 | $339,000 | 102 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $954,000 | 68 |
Personal Trust and Agency Accounts | $346,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $314,000 | 35 |
Employee Benefit-defined Benefit Accounts | $9,000 | 60 |
Number non-managed other employee benefit and retirement-related accounts | $191,000 | 56 |
Corporate Trust and Agency Accounts | $14,000 | 73 |
Number of investment management and advisory agency accounts, non-managed assets | $78,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 98 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $382,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $191,000 | 68 |
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 | $3,813,000 | 65 |
Number of Managed Accounts | $2,850,000 | 60 |
Personal Trust and Agency Accounts | $1,501,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 54 |
Employee Benefit-defined Benefit Accounts | $14,000 | 56 |
Number of other employee benefit and retirement-related accounts | $339,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $779,000 | 68 |
Number of foundation and endowment trust and agency accounts, managed assets | $136,000 | 43 |
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 | $339,000 | 101 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $963,000 | 69 |
Personal Trust and Agency Accounts | $341,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $303,000 | 36 |
Employee Benefit-defined Benefit Accounts | $9,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $215,000 | 50 |
Corporate Trust and Agency Accounts | $13,000 | 74 |
Number of investment management and advisory agency accounts, non-managed assets | $80,000 | 29 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $413,000 | 69 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $215,000 | 65 |
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 | $3,867,000 | 63 |
Number of Managed Accounts | $3,328,000 | 49 |
Personal Trust and Agency Accounts | $1,860,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $88,000 | 48 |
Employee Benefit-defined Benefit Accounts | $15,000 | 56 |
Number of other employee benefit and retirement-related accounts | $381,000 | 93 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $850,000 | 60 |
Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 44 |
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 | $381,000 | 84 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $539,000 | 92 |
Personal Trust and Agency Accounts | $25,000 | 142 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $298,000 | 34 |
Employee Benefit-defined Benefit Accounts | $10,000 | 58 |
Number non-managed other employee benefit and retirement-related accounts | $179,000 | 59 |
Corporate Trust and Agency Accounts | $17,000 | 71 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 102 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $434,000 | 67 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $177,000 | 75 |
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 | $2,007,000 | 112 |
Number of Managed Accounts | $1,538,000 | 105 |
Personal Trust and Agency Accounts | $531,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $74,000 | 63 |
Employee Benefit-defined Benefit Accounts | $13,000 | 64 |
Number of other employee benefit and retirement-related accounts | $253,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $537,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 44 |
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 | $253,000 | 139 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000 | 64 |
Number of Non-Managed Accounts | $469,000 | 113 |
Personal Trust and Agency Accounts | $21,000 | 283 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $279,000 | 39 |
Employee Benefit-defined Benefit Accounts | $9,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $135,000 | 108 |
Corporate Trust and Agency Accounts | $11,000 | 121 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 132 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 96 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda |
Custody and Safekeeping Accounts | $313,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $135,000 | 140 |
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 | $1,974,000 | 109 |
Number of Managed Accounts | $1,516,000 | 106 |
Personal Trust and Agency Accounts | $529,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $70,000 | 61 |
Employee Benefit-defined Benefit Accounts | $12,000 | 63 |
Number of other employee benefit and retirement-related accounts | $249,000 | 145 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $529,000 | 89 |
Number of foundation and endowment trust and agency accounts, managed assets | $127,000 | 44 |
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 | $249,000 | 130 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $458,000 | 95 |
Personal Trust and Agency Accounts | $18,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $275,000 | 36 |
Employee Benefit-defined Benefit Accounts | $9,000 | 58 |
Number non-managed other employee benefit and retirement-related accounts | $131,000 | 71 |
Corporate Trust and Agency Accounts | $11,000 | 79 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 82 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $323,000 | 76 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $131,000 | 90 |
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 | $1,994,000 | 105 |
Number of Managed Accounts | $1,529,000 | 103 |
Personal Trust and Agency Accounts | $538,000 | 98 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $70,000 | 60 |
Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
Number of other employee benefit and retirement-related accounts | $242,000 | 151 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $537,000 | 89 |
Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 44 |
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 | $242,000 | 134 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $465,000 | 96 |
Personal Trust and Agency Accounts | $18,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $280,000 | 37 |
Employee Benefit-defined Benefit Accounts | $8,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $137,000 | 72 |
Corporate Trust and Agency Accounts | $10,000 | 83 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 98 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 79 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $339,000 | 78 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $137,000 | 84 |
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 | $2,027,000 | 103 |
Number of Managed Accounts | $1,548,000 | 103 |
Personal Trust and Agency Accounts | $546,000 | 96 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $72,000 | 58 |
Employee Benefit-defined Benefit Accounts | $13,000 | 61 |
Number of other employee benefit and retirement-related accounts | $244,000 | 147 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $543,000 | 84 |
Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 43 |
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 | $244,000 | 129 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $479,000 | 94 |
Personal Trust and Agency Accounts | $18,000 | 146 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $287,000 | 38 |
Employee Benefit-defined Benefit Accounts | $8,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $141,000 | 65 |
Corporate Trust and Agency Accounts | $10,000 | 83 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 79 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 92 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $354,000 | 74 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $141,000 | 78 |
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 | $2,039,000 | 107 |
Number of Managed Accounts | $1,552,000 | 105 |
Personal Trust and Agency Accounts | $548,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $70,000 | 70 |
Employee Benefit-defined Benefit Accounts | $13,000 | 62 |
Number of other employee benefit and retirement-related accounts | $242,000 | 155 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $549,000 | 83 |
Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 43 |
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 | $242,000 | 140 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000 | 61 |
Number of Non-Managed Accounts | $487,000 | 110 |
Personal Trust and Agency Accounts | $19,000 | 289 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $291,000 | 40 |
Employee Benefit-defined Benefit Accounts | $9,000 | 64 |
Number non-managed other employee benefit and retirement-related accounts | $147,000 | 102 |
Corporate Trust and Agency Accounts | $10,000 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 156 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 90 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda |
Custody and Safekeeping Accounts | $375,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $147,000 | 120 |
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 | $1,967,000 | 105 |
Number of Managed Accounts | $1,506,000 | 109 |
Personal Trust and Agency Accounts | $530,000 | 100 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $82,000 | 52 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $218,000 | 157 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $531,000 | 83 |
Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 42 |
Other Fiduciary Accounts | $1,000 | 90 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $166,000 | 163 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $461,000 | 98 |
Personal Trust and Agency Accounts | $18,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $283,000 | 40 |
Employee Benefit-defined Benefit Accounts | $7,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 78 |
Corporate Trust and Agency Accounts | $5,000 | 104 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 84 |
Other Fiduciary Accounts | $20,000 | 44 |
Memoranda |
Custody and Safekeeping Accounts | $330,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $118,000 | 96 |
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 | $1,963,000 | 106 |
Number of Managed Accounts | $1,496,000 | 111 |
Personal Trust and Agency Accounts | $533,000 | 103 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $77,000 | 55 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $211,000 | 159 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $529,000 | 89 |
Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 41 |
Other Fiduciary Accounts | $1,000 | 94 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $168,000 | 162 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $467,000 | 100 |
Personal Trust and Agency Accounts | $21,000 | 145 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $283,000 | 40 |
Employee Benefit-defined Benefit Accounts | $7,000 | 66 |
Number non-managed other employee benefit and retirement-related accounts | $128,000 | 80 |
Corporate Trust and Agency Accounts | $5,000 | 103 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 82 |
Other Fiduciary Accounts | $20,000 | 46 |
Memoranda |
Custody and Safekeeping Accounts | $411,000 | 72 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $121,000 | 90 |
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 | $1,963,000 | 103 |
Number of Managed Accounts | $1,502,000 | 103 |
Personal Trust and Agency Accounts | $519,000 | 103 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 75 |
Employee Benefit-defined Benefit Accounts | $11,000 | 68 |
Number of other employee benefit and retirement-related accounts | $243,000 | 136 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $537,000 | 86 |
Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 40 |
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 | $172,000 | 156 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $461,000 | 101 |
Personal Trust and Agency Accounts | $19,000 | 151 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $235,000 | 45 |
Employee Benefit-defined Benefit Accounts | $5,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $170,000 | 60 |
Corporate Trust and Agency Accounts | $7,000 | 98 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
Other Fiduciary Accounts | $22,000 | 44 |
Memoranda |
Custody and Safekeeping Accounts | $433,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $124,000 | 89 |
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 | $1,965,000 | 108 |
Number of Managed Accounts | $1,494,000 | 104 |
Personal Trust and Agency Accounts | $518,000 | 108 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 91 |
Employee Benefit-defined Benefit Accounts | $10,000 | 77 |
Number of other employee benefit and retirement-related accounts | $238,000 | 151 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $539,000 | 85 |
Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 38 |
Other Fiduciary Accounts | $1,000 | 195 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $173,000 | 174 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $569,000 | 47 |
Number of Non-Managed Accounts | $471,000 | 118 |
Personal Trust and Agency Accounts | $21,000 | 297 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $238,000 | 47 |
Employee Benefit-defined Benefit Accounts | $5,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $175,000 | 90 |
Corporate Trust and Agency Accounts | $7,000 | 168 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 94 |
Other Fiduciary Accounts | $22,000 | 81 |
Memoranda |
Custody and Safekeeping Accounts | $428,000 | 75 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $124,000 | 155 |
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 | $1,953,000 | 104 |
Number of Managed Accounts | $1,463,000 | 103 |
Personal Trust and Agency Accounts | $511,000 | 110 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $51,000 | 90 |
Employee Benefit-defined Benefit Accounts | $9,000 | 79 |
Number of other employee benefit and retirement-related accounts | $227,000 | 141 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $529,000 | 85 |
Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 39 |
Other Fiduciary Accounts | $1,000 | 95 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $175,000 | 148 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $490,000 | 102 |
Personal Trust and Agency Accounts | $36,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $239,000 | 47 |
Employee Benefit-defined Benefit Accounts | $6,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $176,000 | 61 |
Corporate Trust and Agency Accounts | $8,000 | 105 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
Other Fiduciary Accounts | $22,000 | 50 |
Memoranda |
Custody and Safekeeping Accounts | $454,000 | 67 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $125,000 | 87 |
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 | $1,950,000 | 103 |
Number of Managed Accounts | $1,460,000 | 104 |
Personal Trust and Agency Accounts | $522,000 | 106 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $46,000 | 93 |
Employee Benefit-defined Benefit Accounts | $9,000 | 80 |
Number of other employee benefit and retirement-related accounts | $218,000 | 146 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $529,000 | 84 |
Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 38 |
Other Fiduciary Accounts | $1,000 | 98 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $178,000 | 145 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $490,000 | 102 |
Personal Trust and Agency Accounts | $36,000 | 114 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $235,000 | 48 |
Employee Benefit-defined Benefit Accounts | $6,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $179,000 | 57 |
Corporate Trust and Agency Accounts | $9,000 | 102 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 83 |
Other Fiduciary Accounts | $22,000 | 50 |
Memoranda |
Custody and Safekeeping Accounts | $459,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $131,000 | 75 |
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 | $1,948,000 | 105 |
Number of Managed Accounts | $1,447,000 | 106 |
Personal Trust and Agency Accounts | $528,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 111 |
Employee Benefit-defined Benefit Accounts | $9,000 | 79 |
Number of other employee benefit and retirement-related accounts | $222,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $520,000 | 83 |
Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 37 |
Other Fiduciary Accounts | $1,000 | 98 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $181,000 | 145 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $501,000 | 107 |
Personal Trust and Agency Accounts | $39,000 | 117 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $212,000 | 49 |
Employee Benefit-defined Benefit Accounts | $5,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $209,000 | 53 |
Corporate Trust and Agency Accounts | $9,000 | 105 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 84 |
Other Fiduciary Accounts | $24,000 | 52 |
Memoranda |
Custody and Safekeeping Accounts | $471,000 | 64 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $136,000 | 68 |
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 | $1,930,000 | 114 |
Number of Managed Accounts | $1,433,000 | 108 |
Personal Trust and Agency Accounts | $529,000 | 112 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 136 |
Employee Benefit-defined Benefit Accounts | $9,000 | 85 |
Number of other employee benefit and retirement-related accounts | $221,000 | 155 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $506,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 39 |
Other Fiduciary Accounts | $1,000 | 200 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $183,000 | 154 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $497,000 | 129 |
Personal Trust and Agency Accounts | $38,000 | 214 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $204,000 | 50 |
Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
Number non-managed other employee benefit and retirement-related accounts | $214,000 | 83 |
Corporate Trust and Agency Accounts | $9,000 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 93 |
Other Fiduciary Accounts | $24,000 | 76 |
Memoranda |
Custody and Safekeeping Accounts | $470,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $141,000 | 133 |
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 | $1,905,000 | 112 |
Number of Managed Accounts | $1,426,000 | 103 |
Personal Trust and Agency Accounts | $642,000 | 93 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $41,000 | 100 |
Employee Benefit-defined Benefit Accounts | $9,000 | 75 |
Number of other employee benefit and retirement-related accounts | $217,000 | 143 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $516,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 97 |
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 | $479,000 | 106 |
Personal Trust and Agency Accounts | $36,000 | 123 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $197,000 | 53 |
Employee Benefit-defined Benefit Accounts | $5,000 | 84 |
Number non-managed other employee benefit and retirement-related accounts | $208,000 | 54 |
Corporate Trust and Agency Accounts | $9,000 | 106 |
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 | $24,000 | 56 |
Memoranda |
Custody and Safekeeping Accounts | $473,000 | 70 |
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 | $1,910,000 | 111 |
Number of Managed Accounts | $1,436,000 | 106 |
Personal Trust and Agency Accounts | $648,000 | 98 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 105 |
Employee Benefit-defined Benefit Accounts | $9,000 | 76 |
Number of other employee benefit and retirement-related accounts | $224,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $515,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 97 |
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 | $474,000 | 107 |
Personal Trust and Agency Accounts | $35,000 | 132 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $192,000 | 56 |
Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
Number non-managed other employee benefit and retirement-related accounts | $208,000 | 57 |
Corporate Trust and Agency Accounts | $9,000 | 107 |
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 | $25,000 | 56 |
Memoranda |
Custody and Safekeeping Accounts | $482,000 | 73 |
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 | $1,919,000 | 109 |
Number of Managed Accounts | $1,441,000 | 105 |
Personal Trust and Agency Accounts | $658,000 | 97 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 104 |
Employee Benefit-defined Benefit Accounts | $9,000 | 80 |
Number of other employee benefit and retirement-related accounts | $221,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $512,000 | 92 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 99 |
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 | $478,000 | 108 |
Personal Trust and Agency Accounts | $36,000 | 127 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $189,000 | 56 |
Employee Benefit-defined Benefit Accounts | $5,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $214,000 | 56 |
Corporate Trust and Agency Accounts | $9,000 | 109 |
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 | $25,000 | 55 |
Memoranda |
Custody and Safekeeping Accounts | $477,000 | 75 |
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 | $1,916,000 | 124 |
Number of Managed Accounts | $1,442,000 | 107 |
Personal Trust and Agency Accounts | $662,000 | 102 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 121 |
Employee Benefit-defined Benefit Accounts | $10,000 | 82 |
Number of other employee benefit and retirement-related accounts | $220,000 | 155 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $510,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 214 |
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 | $474,000 | 141 |
Personal Trust and Agency Accounts | $36,000 | 243 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $182,000 | 61 |
Employee Benefit-defined Benefit Accounts | $6,000 | 96 |
Number non-managed other employee benefit and retirement-related accounts | $214,000 | 89 |
Corporate Trust and Agency Accounts | $9,000 | 175 |
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 | $27,000 | 81 |
Memoranda |
Custody and Safekeeping Accounts | $482,000 | 83 |
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 | $1,937,000 | 116 |
Number of Managed Accounts | $1,447,000 | 103 |
Personal Trust and Agency Accounts | $668,000 | 97 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 120 |
Employee Benefit-defined Benefit Accounts | $9,000 | 78 |
Number of other employee benefit and retirement-related accounts | $225,000 | 135 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $509,000 | 97 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $490,000 | 112 |
Personal Trust and Agency Accounts | $52,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $180,000 | 58 |
Employee Benefit-defined Benefit Accounts | $6,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $218,000 | 59 |
Corporate Trust and Agency Accounts | $9,000 | 117 |
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 | $25,000 | 57 |
Memoranda |
Custody and Safekeeping Accounts | $470,000 | 76 |
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 | $1,885,000 | 120 |
Number of Managed Accounts | $1,418,000 | 109 |
Personal Trust and Agency Accounts | $655,000 | 99 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 113 |
Employee Benefit-defined Benefit Accounts | $9,000 | 82 |
Number of other employee benefit and retirement-related accounts | $221,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $493,000 | 103 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $467,000 | 119 |
Personal Trust and Agency Accounts | $53,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $165,000 | 61 |
Employee Benefit-defined Benefit Accounts | $5,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $209,000 | 59 |
Corporate Trust and Agency Accounts | $9,000 | 119 |
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 | $26,000 | 61 |
Memoranda |
Custody and Safekeeping Accounts | $458,000 | 79 |
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 | $1,866,000 | 122 |
Number of Managed Accounts | $1,407,000 | 110 |
Personal Trust and Agency Accounts | $658,000 | 102 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 113 |
Employee Benefit-defined Benefit Accounts | $9,000 | 80 |
Number of other employee benefit and retirement-related accounts | $215,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $484,000 | 103 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 108 |
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 | $459,000 | 122 |
Personal Trust and Agency Accounts | $47,000 | 121 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $158,000 | 61 |
Employee Benefit-defined Benefit Accounts | $7,000 | 89 |
Number non-managed other employee benefit and retirement-related accounts | $215,000 | 57 |
Corporate Trust and Agency Accounts | $3,000 | 145 |
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 | $29,000 | 58 |
Memoranda |
Custody and Safekeeping Accounts | $439,000 | 80 |
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 | $1,866,000 | 126 |
Number of Managed Accounts | $1,399,000 | 112 |
Personal Trust and Agency Accounts | $662,000 | 104 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 138 |
Employee Benefit-defined Benefit Accounts | $9,000 | 89 |
Number of other employee benefit and retirement-related accounts | $206,000 | 151 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $482,000 | 102 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 234 |
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 | $467,000 | 142 |
Personal Trust and Agency Accounts | $25,000 | 301 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $178,000 | 62 |
Employee Benefit-defined Benefit Accounts | $7,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $217,000 | 88 |
Corporate Trust and Agency Accounts | $8,000 | 185 |
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 | $32,000 | 79 |
Memoranda |
Custody and Safekeeping Accounts | $426,000 | 90 |
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 | $1,851,000 | 117 |
Number of Managed Accounts | $1,402,000 | 110 |
Personal Trust and Agency Accounts | $674,000 | 99 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $36,000 | 125 |
Employee Benefit-defined Benefit Accounts | $8,000 | 89 |
Number of other employee benefit and retirement-related accounts | $204,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $479,000 | 99 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 109 |
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 | $449,000 | 117 |
Personal Trust and Agency Accounts | $24,000 | 148 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $172,000 | 61 |
Employee Benefit-defined Benefit Accounts | $1,000 | 136 |
Number non-managed other employee benefit and retirement-related accounts | $217,000 | 55 |
Corporate Trust and Agency Accounts | $6,000 | 127 |
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 | $29,000 | 53 |
Memoranda |
Custody and Safekeeping Accounts | $314,000 | 89 |
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 | $1,846,000 | 120 |
Number of Managed Accounts | $1,399,000 | 112 |
Personal Trust and Agency Accounts | $677,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 133 |
Employee Benefit-defined Benefit Accounts | $9,000 | 87 |
Number of other employee benefit and retirement-related accounts | $193,000 | 138 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $485,000 | 97 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 111 |
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 | $447,000 | 120 |
Personal Trust and Agency Accounts | $24,000 | 154 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $173,000 | 62 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $214,000 | 57 |
Corporate Trust and Agency Accounts | $9,000 | 123 |
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 | $27,000 | 52 |
Memoranda |
Custody and Safekeeping Accounts | $298,000 | 98 |
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 | $1,745,000 | 122 |
Number of Managed Accounts | $1,391,000 | 108 |
Personal Trust and Agency Accounts | $673,000 | 102 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 145 |
Employee Benefit-defined Benefit Accounts | $9,000 | 89 |
Number of other employee benefit and retirement-related accounts | $193,000 | 134 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $484,000 | 90 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
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 | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $354,000 | 125 |
Personal Trust and Agency Accounts | $31,000 | 139 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $76,000 | 103 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $219,000 | 55 |
Corporate Trust and Agency Accounts | $1,000 | 175 |
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 | $27,000 | 48 |
Memoranda |
Custody and Safekeeping Accounts | $278,000 | 101 |
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 | $1,812,000 | 127 |
Number of Managed Accounts | $1,385,000 | 114 |
Personal Trust and Agency Accounts | $677,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 162 |
Employee Benefit-defined Benefit Accounts | $9,000 | 103 |
Number of other employee benefit and retirement-related accounts | $189,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $476,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 234 |
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 | $427,000 | 140 |
Personal Trust and Agency Accounts | $30,000 | 281 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $151,000 | 73 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $217,000 | 88 |
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 | $29,000 | 75 |
Memoranda |
Custody and Safekeeping Accounts | $273,000 | 123 |
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 | $1,809,000 | 125 |
Number of Managed Accounts | $1,375,000 | 119 |
Personal Trust and Agency Accounts | $679,000 | 106 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 143 |
Employee Benefit-defined Benefit Accounts | $9,000 | 92 |
Number of other employee benefit and retirement-related accounts | $186,000 | 141 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $467,000 | 99 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,000 | 98 |
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 | $434,000 | 117 |
Personal Trust and Agency Accounts | $30,000 | 147 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $147,000 | 75 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $219,000 | 57 |
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 | $38,000 | 49 |
Memoranda |
Custody and Safekeeping Accounts | $273,000 | 102 |
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 | $1,795,000 | 131 |
Number of Managed Accounts | $1,358,000 | 125 |
Personal Trust and Agency Accounts | $674,000 | 113 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 146 |
Employee Benefit-defined Benefit Accounts | $9,000 | 102 |
Number of other employee benefit and retirement-related accounts | $180,000 | 149 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $460,000 | 104 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,000 | 105 |
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 | $437,000 | 120 |
Personal Trust and Agency Accounts | $29,000 | 159 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $149,000 | 81 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $218,000 | 60 |
Corporate Trust and Agency Accounts | $4,000 | 147 |
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 | $37,000 | 50 |
Memoranda |
Custody and Safekeeping Accounts | $257,000 | 110 |
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 | $1,795,000 | 130 |
Number of Managed Accounts | $1,351,000 | 123 |
Personal Trust and Agency Accounts | $668,000 | 114 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 139 |
Employee Benefit-defined Benefit Accounts | $9,000 | 101 |
Number of other employee benefit and retirement-related accounts | $176,000 | 151 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $461,000 | 98 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,000 | 112 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $444,000 | 122 |
Personal Trust and Agency Accounts | $27,000 | 167 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $147,000 | 84 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $230,000 | 57 |
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 | $40,000 | 55 |
Memoranda |
Custody and Safekeeping Accounts | $258,000 | 112 |
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 | $1,707,000 | 142 |
Number of Managed Accounts | $1,313,000 | 128 |
Personal Trust and Agency Accounts | $615,000 | 122 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 174 |
Employee Benefit-defined Benefit Accounts | $8,000 | 115 |
Number of other employee benefit and retirement-related accounts | $171,000 | 158 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $486,000 | 90 |
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 | $394,000 | 151 |
Personal Trust and Agency Accounts | $28,000 | 301 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $179,000 | 73 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $183,000 | 110 |
Corporate Trust and Agency Accounts | $4,000 | 252 |
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 | $234,000 | 146 |
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 | $1,691,000 | 130 |
Number of Managed Accounts | $1,280,000 | 127 |
Personal Trust and Agency Accounts | $614,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 147 |
Employee Benefit-defined Benefit Accounts | $7,000 | 111 |
Number of other employee benefit and retirement-related accounts | $174,000 | 136 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $451,000 | 98 |
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 | $411,000 | 125 |
Personal Trust and Agency Accounts | $22,000 | 169 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $175,000 | 74 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $213,000 | 59 |
Corporate Trust and Agency Accounts | $1,000 | 182 |
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 | $206,000 | 129 |
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 | $1,675,000 | 132 |
Number of Managed Accounts | $1,264,000 | 125 |
Personal Trust and Agency Accounts | $616,000 | 119 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 156 |
Employee Benefit-defined Benefit Accounts | $7,000 | 115 |
Number of other employee benefit and retirement-related accounts | $170,000 | 136 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $440,000 | 97 |
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 | $411,000 | 128 |
Personal Trust and Agency Accounts | $24,000 | 166 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $175,000 | 72 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $208,000 | 58 |
Corporate Trust and Agency Accounts | $4,000 | 159 |
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 | $197,000 | 132 |
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 | $1,676,000 | 136 |
Number of Managed Accounts | $1,263,000 | 126 |
Personal Trust and Agency Accounts | $615,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $32,000 | 157 |
Employee Benefit-defined Benefit Accounts | $8,000 | 107 |
Number of other employee benefit and retirement-related accounts | $162,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $446,000 | 95 |
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 | $413,000 | 131 |
Personal Trust and Agency Accounts | $22,000 | 171 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $180,000 | 75 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $210,000 | 59 |
Corporate Trust and Agency Accounts | $1,000 | 186 |
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 | $199,000 | 135 |
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 | $1,680,000 | 147 |
Number of Managed Accounts | $1,280,000 | 129 |
Personal Trust and Agency Accounts | $607,000 | 126 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $53,000 | 129 |
Employee Benefit-defined Benefit Accounts | $8,000 | 117 |
Number of other employee benefit and retirement-related accounts | $159,000 | 162 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $453,000 | 91 |
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 | $400,000 | 161 |
Personal Trust and Agency Accounts | $22,000 | 345 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $156,000 | 90 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $217,000 | 95 |
Corporate Trust and Agency Accounts | $5,000 | 234 |
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 | $189,000 | 170 |
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 | $1,660,000 | 134 |
Number of Managed Accounts | $1,281,000 | 126 |
Personal Trust and Agency Accounts | $595,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $51,000 | 120 |
Employee Benefit-defined Benefit Accounts | $8,000 | 104 |
Number of other employee benefit and retirement-related accounts | $156,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $471,000 | 84 |
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 | $379,000 | 133 |
Personal Trust and Agency Accounts | $8,000 | 244 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $157,000 | 84 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $212,000 | 58 |
Corporate Trust and Agency Accounts | $2,000 | 168 |
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 | $172,000 | 158 |
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 | $1,641,000 | 134 |
Number of Managed Accounts | $1,268,000 | 126 |
Personal Trust and Agency Accounts | $593,000 | 128 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $52,000 | 122 |
Employee Benefit-defined Benefit Accounts | $8,000 | 103 |
Number of other employee benefit and retirement-related accounts | $153,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $462,000 | 83 |
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 | $373,000 | 135 |
Personal Trust and Agency Accounts | $7,000 | 264 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $152,000 | 88 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $207,000 | 65 |
Corporate Trust and Agency Accounts | $7,000 | 141 |
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 | $169,000 | 154 |
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 | $1,631,000 | 134 |
Number of Managed Accounts | $1,295,000 | 124 |
Personal Trust and Agency Accounts | $591,000 | 132 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $84,000 | 85 |
Employee Benefit-defined Benefit Accounts | $8,000 | 105 |
Number of other employee benefit and retirement-related accounts | $154,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $458,000 | 85 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $336,000 | 141 |
Personal Trust and Agency Accounts | $5,000 | 288 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $111,000 | 108 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $217,000 | 64 |
Corporate Trust and Agency Accounts | $3,000 | 169 |
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 | $164,000 | 161 |
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 | $1,563,000 | 156 |
Number of Managed Accounts | $1,225,000 | 142 |
Personal Trust and Agency Accounts | $585,000 | 137 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $29,000 | 225 |
Employee Benefit-defined Benefit Accounts | $8,000 | 120 |
Number of other employee benefit and retirement-related accounts | $154,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $449,000 | 89 |
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 | $338,000 | 194 |
Personal Trust and Agency Accounts | $5,000 | 646 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $108,000 | 122 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $218,000 | 99 |
Corporate Trust and Agency Accounts | $7,000 | 225 |
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 | $156,000 | 209 |
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 | $1,551,000 | 150 |
Number of Managed Accounts | $1,215,000 | 144 |
Personal Trust and Agency Accounts | $586,000 | 137 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $29,000 | 196 |
Employee Benefit-defined Benefit Accounts | $8,000 | 110 |
Number of other employee benefit and retirement-related accounts | $152,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $440,000 | 87 |
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 | $336,000 | 163 |
Personal Trust and Agency Accounts | $5,000 | 300 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $107,000 | 119 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $220,000 | 65 |
Corporate Trust and Agency Accounts | $4,000 | 166 |
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 | $157,000 | 171 |
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 | $1,519,000 | 158 |
Number of Managed Accounts | $1,186,000 | 145 |
Personal Trust and Agency Accounts | $581,000 | 143 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $29,000 | 201 |
Employee Benefit-defined Benefit Accounts | $6,000 | 131 |
Number of other employee benefit and retirement-related accounts | $152,000 | 141 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $418,000 | 92 |
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 | $333,000 | 167 |
Personal Trust and Agency Accounts | $2,000 | 342 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $108,000 | 128 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $213,000 | 69 |
Corporate Trust and Agency Accounts | $10,000 | 139 |
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 | $153,000 | 179 |
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 | $1,359,000 | 173 |
Number of Managed Accounts | $1,359,000 | 132 |
Personal Trust and Agency Accounts | $582,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $157,000 | 65 |
Employee Benefit-defined Benefit Accounts | $6,000 | 138 |
Number of other employee benefit and retirement-related accounts | $245,000 | 89 |
Corporate Trust and Agency Accounts | $10,000 | 68 |
Number of managed investment management and investment advisory agency accounts | $359,000 | 102 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 460 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Custody and Safekeeping Accounts | $308,000 | 112 |
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 | $1,345,000 | 188 |
Number of Managed Accounts | $1,345,000 | 138 |
Personal Trust and Agency Accounts | $575,000 | 159 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $160,000 | 71 |
Employee Benefit-defined Benefit Accounts | $6,000 | 155 |
Number of other employee benefit and retirement-related accounts | $241,000 | 101 |
Corporate Trust and Agency Accounts | $12,000 | 124 |
Number of managed investment management and investment advisory agency accounts | $351,000 | 111 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,465 |
Personal Trust and Agency Accounts | $0 | 1,072 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
Corporate Trust and Agency Accounts | $0 | 452 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda |
Custody and Safekeeping Accounts | $300,000 | 136 |
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 | $1,209,000 | 198 |
Number of Managed Accounts | $1,183,000 | 144 |
Personal Trust and Agency Accounts | $510,000 | 162 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $159,000 | 86 |
Employee Benefit-defined Benefit Accounts | $7,000 | 135 |
Number of other employee benefit and retirement-related accounts | $206,000 | 106 |
Corporate Trust and Agency Accounts | $9,000 | 136 |
Number of managed investment management and investment advisory agency accounts | $291,000 | 116 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,000 | 298 |
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 | $26,000 | 768 |
Personal Trust and Agency Accounts | $0 | 999 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 726 |
Employee Benefit-defined Benefit Accounts | $3,000 | 166 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 452 |
Corporate Trust and Agency Accounts | $4,000 | 280 |
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 | $286,000 | 122 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |