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 | $5,268,000 | 56 |
Number of Managed Accounts | $4,409,000 | 44 |
Personal Trust and Agency Accounts | $3,566,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 65 |
Employee Benefit-defined Benefit Accounts | $102,000 | 24 |
Number of other employee benefit and retirement-related accounts | $649,000 | 44 |
Corporate Trust and Agency Accounts | $7,000 | 57 |
Number of managed investment management and investment advisory agency accounts | $0 | 385 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $859,000 | 75 |
Personal Trust and Agency Accounts | $179,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $467,000 | 39 |
Employee Benefit-defined Benefit Accounts | $73,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $136,000 | 83 |
Corporate Trust and Agency Accounts | $4,000 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Custody and Safekeeping Accounts | $278,000 | 102 |
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 | $5,214,000 | 55 |
Number of Managed Accounts | $4,348,000 | 43 |
Personal Trust and Agency Accounts | $3,522,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 72 |
Employee Benefit-defined Benefit Accounts | $101,000 | 25 |
Number of other employee benefit and retirement-related accounts | $633,000 | 46 |
Corporate Trust and Agency Accounts | $7,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $0 | 386 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $866,000 | 74 |
Personal Trust and Agency Accounts | $183,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $468,000 | 41 |
Employee Benefit-defined Benefit Accounts | $72,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $139,000 | 77 |
Corporate Trust and Agency Accounts | $4,000 | 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 | 121 |
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 | $5,221,000 | 58 |
Number of Managed Accounts | $4,364,000 | 43 |
Personal Trust and Agency Accounts | $3,529,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $83,000 | 78 |
Employee Benefit-defined Benefit Accounts | $100,000 | 27 |
Number of other employee benefit and retirement-related accounts | $645,000 | 45 |
Corporate Trust and Agency Accounts | $7,000 | 119 |
Number of managed investment management and investment advisory agency accounts | $0 | 891 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $857,000 | 88 |
Personal Trust and Agency Accounts | $143,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $488,000 | 41 |
Employee Benefit-defined Benefit Accounts | $73,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $149,000 | 119 |
Corporate Trust and Agency Accounts | $4,000 | 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 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $327,000 | 109 |
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 | $5,142,000 | 60 |
Number of Managed Accounts | $4,277,000 | 46 |
Personal Trust and Agency Accounts | $3,448,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 73 |
Employee Benefit-defined Benefit Accounts | $96,000 | 25 |
Number of other employee benefit and retirement-related accounts | $641,000 | 46 |
Corporate Trust and Agency Accounts | $7,000 | 60 |
Number of managed investment management and investment advisory agency accounts | $0 | 365 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $865,000 | 79 |
Personal Trust and Agency Accounts | $135,000 | 67 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $496,000 | 40 |
Employee Benefit-defined Benefit Accounts | $79,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $152,000 | 74 |
Corporate Trust and Agency Accounts | $3,000 | 157 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $311,000 | 93 |
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 | $5,173,000 | 61 |
Number of Managed Accounts | $4,269,000 | 48 |
Personal Trust and Agency Accounts | $3,440,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $86,000 | 74 |
Employee Benefit-defined Benefit Accounts | $97,000 | 25 |
Number of other employee benefit and retirement-related accounts | $639,000 | 45 |
Corporate Trust and Agency Accounts | $7,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $0 | 369 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $904,000 | 77 |
Personal Trust and Agency Accounts | $170,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $504,000 | 40 |
Employee Benefit-defined Benefit Accounts | $73,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $154,000 | 78 |
Corporate Trust and Agency Accounts | $3,000 | 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 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $286,000 | 99 |
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 | $5,213,000 | 58 |
Number of Managed Accounts | $4,251,000 | 49 |
Personal Trust and Agency Accounts | $3,430,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 73 |
Employee Benefit-defined Benefit Accounts | $97,000 | 25 |
Number of other employee benefit and retirement-related accounts | $632,000 | 45 |
Corporate Trust and Agency Accounts | $7,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $962,000 | 74 |
Personal Trust and Agency Accounts | $175,000 | 55 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $550,000 | 37 |
Employee Benefit-defined Benefit Accounts | $71,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $163,000 | 73 |
Corporate Trust and Agency Accounts | $3,000 | 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 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $294,000 | 98 |
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 | $5,250,000 | 64 |
Number of Managed Accounts | $4,251,000 | 51 |
Personal Trust and Agency Accounts | $3,434,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $87,000 | 79 |
Employee Benefit-defined Benefit Accounts | $101,000 | 25 |
Number of other employee benefit and retirement-related accounts | $622,000 | 47 |
Corporate Trust and Agency Accounts | $7,000 | 124 |
Number of managed investment management and investment advisory agency accounts | $0 | 919 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $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 | $999,000 | 84 |
Personal Trust and Agency Accounts | $197,000 | 56 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $561,000 | 39 |
Employee Benefit-defined Benefit Accounts | $72,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $166,000 | 122 |
Corporate Trust and Agency Accounts | $3,000 | 288 |
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 | $305,000 | 119 |
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 | $5,242,000 | 61 |
Number of Managed Accounts | $4,252,000 | 49 |
Personal Trust and Agency Accounts | $3,427,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $88,000 | 74 |
Employee Benefit-defined Benefit Accounts | $101,000 | 25 |
Number of other employee benefit and retirement-related accounts | $629,000 | 47 |
Corporate Trust and Agency Accounts | $7,000 | 64 |
Number of managed investment management and investment advisory agency accounts | $0 | 370 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $990,000 | 71 |
Personal Trust and Agency Accounts | $189,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $558,000 | 39 |
Employee Benefit-defined Benefit Accounts | $68,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $172,000 | 70 |
Corporate Trust and Agency Accounts | $3,000 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $309,000 | 97 |
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 | $5,258,000 | 60 |
Number of Managed Accounts | $4,226,000 | 47 |
Personal Trust and Agency Accounts | $3,410,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $96,000 | 67 |
Employee Benefit-defined Benefit Accounts | $87,000 | 25 |
Number of other employee benefit and retirement-related accounts | $626,000 | 45 |
Corporate Trust and Agency Accounts | $7,000 | 66 |
Number of managed investment management and investment advisory agency accounts | $0 | 384 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,032,000 | 72 |
Personal Trust and Agency Accounts | $194,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $563,000 | 39 |
Employee Benefit-defined Benefit Accounts | $85,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $187,000 | 63 |
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 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $316,000 | 96 |
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 | $5,010,000 | 66 |
Number of Managed Accounts | $4,015,000 | 49 |
Personal Trust and Agency Accounts | $3,244,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $93,000 | 73 |
Employee Benefit-defined Benefit Accounts | $89,000 | 26 |
Number of other employee benefit and retirement-related accounts | $582,000 | 48 |
Corporate Trust and Agency Accounts | $7,000 | 66 |
Number of managed investment management and investment advisory agency accounts | $0 | 383 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $995,000 | 75 |
Personal Trust and Agency Accounts | $179,000 | 55 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $566,000 | 42 |
Employee Benefit-defined Benefit Accounts | $67,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $180,000 | 67 |
Corporate Trust and Agency Accounts | $3,000 | 165 |
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 | $319,000 | 102 |
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 | $5,029,000 | 74 |
Number of Managed Accounts | $4,017,000 | 52 |
Personal Trust and Agency Accounts | $3,215,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $131,000 | 55 |
Employee Benefit-defined Benefit Accounts | $87,000 | 28 |
Number of other employee benefit and retirement-related accounts | $577,000 | 49 |
Corporate Trust and Agency Accounts | $7,000 | 118 |
Number of managed investment management and investment advisory agency accounts | $0 | 911 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,012,000 | 90 |
Personal Trust and Agency Accounts | $173,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $560,000 | 42 |
Employee Benefit-defined Benefit Accounts | $63,000 | 53 |
Number non-managed other employee benefit and retirement-related accounts | $198,000 | 108 |
Corporate Trust and Agency Accounts | $9,000 | 191 |
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 | $9,000 | 141 |
Memoranda |
Custody and Safekeeping Accounts | $323,000 | 116 |
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 | $4,970,000 | 68 |
Number of Managed Accounts | $3,899,000 | 51 |
Personal Trust and Agency Accounts | $3,096,000 | 44 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $148,000 | 48 |
Employee Benefit-defined Benefit Accounts | $92,000 | 26 |
Number of other employee benefit and retirement-related accounts | $555,000 | 50 |
Corporate Trust and Agency Accounts | $8,000 | 57 |
Number of managed investment management and investment advisory agency accounts | $0 | 367 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,071,000 | 79 |
Personal Trust and Agency Accounts | $226,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $559,000 | 42 |
Employee Benefit-defined Benefit Accounts | $55,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $203,000 | 62 |
Corporate Trust and Agency Accounts | $21,000 | 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 | $7,000 | 85 |
Memoranda |
Custody and Safekeeping Accounts | $281,000 | 113 |
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 | $4,148,000 | 75 |
Number of Managed Accounts | $3,215,000 | 63 |
Personal Trust and Agency Accounts | $2,555,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $62,000 | 108 |
Employee Benefit-defined Benefit Accounts | $92,000 | 27 |
Number of other employee benefit and retirement-related accounts | $498,000 | 52 |
Corporate Trust and Agency Accounts | $8,000 | 59 |
Number of managed investment management and investment advisory agency accounts | $0 | 372 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $933,000 | 92 |
Personal Trust and Agency Accounts | $152,000 | 69 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $547,000 | 45 |
Employee Benefit-defined Benefit Accounts | $54,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $174,000 | 73 |
Corporate Trust and Agency Accounts | $6,000 | 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 | $0 | 128 |
Memoranda |
Custody and Safekeeping Accounts | $291,000 | 106 |
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 | $4,162,000 | 76 |
Number of Managed Accounts | $3,238,000 | 63 |
Personal Trust and Agency Accounts | $2,565,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $71,000 | 101 |
Employee Benefit-defined Benefit Accounts | $92,000 | 27 |
Number of other employee benefit and retirement-related accounts | $501,000 | 51 |
Corporate Trust and Agency Accounts | $9,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $924,000 | 91 |
Personal Trust and Agency Accounts | $152,000 | 69 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $539,000 | 45 |
Employee Benefit-defined Benefit Accounts | $53,000 | 53 |
Number non-managed other employee benefit and retirement-related accounts | $174,000 | 76 |
Corporate Trust and Agency Accounts | $6,000 | 149 |
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 | $293,000 | 107 |
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 | $4,154,000 | 81 |
Number of Managed Accounts | $3,229,000 | 67 |
Personal Trust and Agency Accounts | $2,569,000 | 55 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $71,000 | 111 |
Employee Benefit-defined Benefit Accounts | $82,000 | 30 |
Number of other employee benefit and retirement-related accounts | $498,000 | 52 |
Corporate Trust and Agency Accounts | $9,000 | 114 |
Number of managed investment management and investment advisory agency accounts | $0 | 932 |
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 | $925,000 | 104 |
Personal Trust and Agency Accounts | $155,000 | 83 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $528,000 | 51 |
Employee Benefit-defined Benefit Accounts | $54,000 | 58 |
Number non-managed other employee benefit and retirement-related accounts | $179,000 | 123 |
Corporate Trust and Agency Accounts | $9,000 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Custody and Safekeeping Accounts | $299,000 | 124 |
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 | $4,263,000 | 78 |
Number of Managed Accounts | $3,210,000 | 63 |
Personal Trust and Agency Accounts | $2,557,000 | 54 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $64,000 | 121 |
Employee Benefit-defined Benefit Accounts | $80,000 | 29 |
Number of other employee benefit and retirement-related accounts | $500,000 | 50 |
Corporate Trust and Agency Accounts | $9,000 | 58 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,053,000 | 88 |
Personal Trust and Agency Accounts | $185,000 | 61 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $618,000 | 49 |
Employee Benefit-defined Benefit Accounts | $55,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $186,000 | 72 |
Corporate Trust and Agency Accounts | $9,000 | 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 | 152 |
Memoranda |
Custody and Safekeeping Accounts | $302,000 | 111 |
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 | $4,281,000 | 79 |
Number of Managed Accounts | $3,278,000 | 62 |
Personal Trust and Agency Accounts | $2,525,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $171,000 | 50 |
Employee Benefit-defined Benefit Accounts | $83,000 | 28 |
Number of other employee benefit and retirement-related accounts | $490,000 | 50 |
Corporate Trust and Agency Accounts | $9,000 | 63 |
Number of managed investment management and investment advisory agency accounts | $0 | 387 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,003,000 | 92 |
Personal Trust and Agency Accounts | $191,000 | 59 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $537,000 | 53 |
Employee Benefit-defined Benefit Accounts | $59,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $204,000 | 71 |
Corporate Trust and Agency Accounts | $12,000 | 134 |
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 | $322,000 | 104 |
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 | $4,416,000 | 81 |
Number of Managed Accounts | $3,354,000 | 64 |
Personal Trust and Agency Accounts | $2,557,000 | 55 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $204,000 | 52 |
Employee Benefit-defined Benefit Accounts | $78,000 | 33 |
Number of other employee benefit and retirement-related accounts | $506,000 | 47 |
Corporate Trust and Agency Accounts | $9,000 | 70 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,062,000 | 93 |
Personal Trust and Agency Accounts | $197,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $555,000 | 53 |
Employee Benefit-defined Benefit Accounts | $72,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $226,000 | 68 |
Corporate Trust and Agency Accounts | $12,000 | 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 | 158 |
Memoranda |
Custody and Safekeeping Accounts | $330,000 | 107 |
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 | $4,527,000 | 84 |
Number of Managed Accounts | $3,381,000 | 67 |
Personal Trust and Agency Accounts | $2,533,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $243,000 | 45 |
Employee Benefit-defined Benefit Accounts | $80,000 | 37 |
Number of other employee benefit and retirement-related accounts | $514,000 | 45 |
Corporate Trust and Agency Accounts | $11,000 | 134 |
Number of managed investment management and investment advisory agency accounts | $0 | 941 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,146,000 | 90 |
Personal Trust and Agency Accounts | $250,000 | 50 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $521,000 | 57 |
Employee Benefit-defined Benefit Accounts | $72,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $283,000 | 74 |
Corporate Trust and Agency Accounts | $20,000 | 156 |
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 | $339,000 | 124 |
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 | $4,894,000 | 73 |
Number of Managed Accounts | $3,540,000 | 61 |
Personal Trust and Agency Accounts | $2,542,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $452,000 | 26 |
Employee Benefit-defined Benefit Accounts | $51,000 | 51 |
Number of other employee benefit and retirement-related accounts | $481,000 | 46 |
Corporate Trust and Agency Accounts | $14,000 | 109 |
Number of managed investment management and investment advisory agency accounts | $0 | 858 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,354,000 | 79 |
Personal Trust and Agency Accounts | $264,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $555,000 | 41 |
Employee Benefit-defined Benefit Accounts | $110,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $395,000 | 59 |
Corporate Trust and Agency Accounts | $30,000 | 148 |
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 | $393,000 | 96 |
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 |