Home > SouthState Bank > Total Fiduciary and Related Assets
SouthState Bank, Total Fiduciary and Related Assets
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,631,157,000 | 155 |
Managed Assets ($) | $2,559,524,000 | 118 |
Personal trust and agency accounts, managed assets | $628,037,000 | 144 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $585,000 | 372 |
Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
Other employee benefit and retirement-related accounts, managed assets | $320,313,000 | 90 |
Corporate trust and agency accounts, managed assets | $0 | 182 |
Investment management and investment advisory agency accounts, managed assets | $1,585,303,000 | 79 |
Foundation and endowment trust and agency accounts, managed assets | $25,202,000 | 253 |
Other fiduciary accounts, managed assets | $84,000 | 170 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $320,313,000 | 85 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Non-managed Assets ($) | $71,633,000 | 320 |
Personal trust and agency accounts, non-managed assets | $10,730,000 | 298 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,424,000 | 103 |
Other retirement accounts, non-managed assets | $55,479,000 | 82 |
Corporate trust and agency accounts, non-managed assets | $0 | 227 |
Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
Other fiduciary accounts, non-managed assets | $0 | 179 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $717,346,000 | 111 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $63,636,000 | 78 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,479,963,000 | 156 |
Managed Assets ($) | $2,416,304,000 | 118 |
Personal trust and agency accounts, managed assets | $590,605,000 | 147 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $535,000 | 259 |
Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
Other employee benefit and retirement-related accounts, managed assets | $294,239,000 | 94 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $1,505,072,000 | 81 |
Foundation and endowment trust and agency accounts, managed assets | $23,859,000 | 212 |
Other fiduciary accounts, managed assets | $1,994,000 | 65 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $294,239,000 | 88 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $63,659,000 | 259 |
Personal trust and agency accounts, non-managed assets | $9,854,000 | 222 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,539,000 | 93 |
Other retirement accounts, non-managed assets | $48,266,000 | 79 |
Corporate trust and agency accounts, non-managed assets | $0 | 110 |
Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $674,562,000 | 107 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $55,847,000 | 67 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,519,760,000 | 153 |
Managed Assets ($) | $2,454,794,000 | 112 |
Personal trust and agency accounts, managed assets | $609,724,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $555,000 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
Other employee benefit and retirement-related accounts, managed assets | $307,736,000 | 90 |
Corporate trust and agency accounts, managed assets | $0 | 119 |
Investment management and investment advisory agency accounts, managed assets | $1,510,354,000 | 77 |
Foundation and endowment trust and agency accounts, managed assets | $24,454,000 | 237 |
Other fiduciary accounts, managed assets | $1,971,000 | 74 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $307,736,000 | 84 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $64,966,000 | 294 |
Personal trust and agency accounts, non-managed assets | $10,219,000 | 247 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,510,000 | 97 |
Other retirement accounts, non-managed assets | $49,237,000 | 82 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $683,345,000 | 107 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $57,123,000 | 76 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,538,355,000 | 157 |
Managed Assets ($) | $2,478,300,000 | 122 |
Personal trust and agency accounts, managed assets | $593,934,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $534,000 | 231 |
Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
Other employee benefit and retirement-related accounts, managed assets | $294,749,000 | 95 |
Corporate trust and agency accounts, managed assets | $0 | 69 |
Investment management and investment advisory agency accounts, managed assets | $1,560,391,000 | 82 |
Foundation and endowment trust and agency accounts, managed assets | $26,739,000 | 210 |
Other fiduciary accounts, managed assets | $1,953,000 | 65 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $294,749,000 | 87 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $60,055,000 | 269 |
Personal trust and agency accounts, non-managed assets | $9,800,000 | 218 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,241,000 | 97 |
Other retirement accounts, non-managed assets | $45,014,000 | 84 |
Corporate trust and agency accounts, non-managed assets | $0 | 99 |
Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $632,685,000 | 115 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $45,014,000 | 82 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,460,276,000 | 159 |
Managed Assets ($) | $2,405,433,000 | 123 |
Personal trust and agency accounts, managed assets | $596,550,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $511,000 | 359 |
Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
Other employee benefit and retirement-related accounts, managed assets | $284,516,000 | 99 |
Corporate trust and agency accounts, managed assets | $0 | 150 |
Investment management and investment advisory agency accounts, managed assets | $1,502,629,000 | 80 |
Foundation and endowment trust and agency accounts, managed assets | $21,149,000 | 266 |
Other fiduciary accounts, managed assets | $78,000 | 166 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $284,516,000 | 91 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Non-managed Assets ($) | $54,843,000 | 344 |
Personal trust and agency accounts, non-managed assets | $9,355,000 | 296 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,430,000 | 105 |
Other retirement accounts, non-managed assets | $40,058,000 | 91 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
Other fiduciary accounts, non-managed assets | $0 | 163 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $593,514,000 | 132 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $40,058,000 | 111 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,278,447,000 | 161 |
Managed Assets ($) | $2,223,954,000 | 121 |
Personal trust and agency accounts, managed assets | $580,378,000 | 143 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $477,000 | 248 |
Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
Other employee benefit and retirement-related accounts, managed assets | $262,868,000 | 99 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $1,360,104,000 | 80 |
Foundation and endowment trust and agency accounts, managed assets | $20,127,000 | 231 |
Other fiduciary accounts, managed assets | $0 | 103 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $262,868,000 | 91 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $54,493,000 | 284 |
Personal trust and agency accounts, non-managed assets | $8,587,000 | 222 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,051,000 | 99 |
Other retirement accounts, non-managed assets | $40,855,000 | 87 |
Corporate trust and agency accounts, non-managed assets | $0 | 106 |
Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 91 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $562,614,000 | 124 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $40,855,000 | 92 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,100,938,000 | 139 |
Managed Assets ($) | $2,042,056,000 | 109 |
Personal trust and agency accounts, managed assets | $614,143,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $503,000 | 271 |
Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
Other employee benefit and retirement-related accounts, managed assets | $275,960,000 | 90 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $1,130,515,000 | 77 |
Foundation and endowment trust and agency accounts, managed assets | $20,935,000 | 238 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $275,960,000 | 85 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $58,882,000 | 275 |
Personal trust and agency accounts, non-managed assets | $9,360,000 | 225 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,677,000 | 91 |
Other retirement accounts, non-managed assets | $42,845,000 | 82 |
Corporate trust and agency accounts, non-managed assets | $0 | 113 |
Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $582,617,000 | 112 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $42,845,000 | 91 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,298,336,000 | 143 |
Managed Assets ($) | $2,227,268,000 | 110 |
Personal trust and agency accounts, managed assets | $742,558,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,736,000 | 220 |
Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
Other employee benefit and retirement-related accounts, managed assets | $291,160,000 | 96 |
Corporate trust and agency accounts, managed assets | $0 | 68 |
Investment management and investment advisory agency accounts, managed assets | $1,172,605,000 | 82 |
Foundation and endowment trust and agency accounts, managed assets | $19,209,000 | 220 |
Other fiduciary accounts, managed assets | $0 | 100 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $291,160,000 | 89 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $71,068,000 | 236 |
Personal trust and agency accounts, non-managed assets | $11,302,000 | 194 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,519,000 | 89 |
Other retirement accounts, non-managed assets | $52,247,000 | 76 |
Corporate trust and agency accounts, non-managed assets | $0 | 96 |
Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
Other fiduciary accounts, non-managed assets | $0 | 87 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $696,245,000 | 103 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $52,247,000 | 75 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,223,068,000 | 149 |
Managed Assets ($) | $2,147,744,000 | 112 |
Personal trust and agency accounts, managed assets | $668,288,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,050,000 | 322 |
Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
Other employee benefit and retirement-related accounts, managed assets | $298,337,000 | 97 |
Corporate trust and agency accounts, managed assets | $0 | 151 |
Investment management and investment advisory agency accounts, managed assets | $1,159,517,000 | 85 |
Foundation and endowment trust and agency accounts, managed assets | $19,552,000 | 274 |
Other fiduciary accounts, managed assets | $0 | 216 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $298,337,000 | 92 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Non-managed Assets ($) | $75,324,000 | 296 |
Personal trust and agency accounts, non-managed assets | $12,060,000 | 259 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,393,000 | 100 |
Other retirement accounts, non-managed assets | $54,871,000 | 78 |
Corporate trust and agency accounts, non-managed assets | $0 | 183 |
Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
Other fiduciary accounts, non-managed assets | $0 | 161 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $738,686,000 | 112 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $54,871,000 | 87 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,116,781,000 | 150 |
Managed Assets ($) | $2,046,674,000 | 118 |
Personal trust and agency accounts, managed assets | $652,132,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,966,000 | 222 |
Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
Other employee benefit and retirement-related accounts, managed assets | $275,998,000 | 100 |
Corporate trust and agency accounts, managed assets | $0 | 68 |
Investment management and investment advisory agency accounts, managed assets | $1,064,723,000 | 87 |
Foundation and endowment trust and agency accounts, managed assets | $51,855,000 | 169 |
Other fiduciary accounts, managed assets | $0 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $275,998,000 | 94 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $70,107,000 | 238 |
Personal trust and agency accounts, non-managed assets | $11,573,000 | 190 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,995,000 | 93 |
Other retirement accounts, non-managed assets | $50,539,000 | 79 |
Corporate trust and agency accounts, non-managed assets | $0 | 98 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $691,619,000 | 105 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $50,539,000 | 78 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,118,881,000 | 151 |
Managed Assets ($) | $2,038,515,000 | 120 |
Personal trust and agency accounts, managed assets | $645,714,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,966,000 | 256 |
Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
Other employee benefit and retirement-related accounts, managed assets | $276,214,000 | 100 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $1,062,244,000 | 87 |
Foundation and endowment trust and agency accounts, managed assets | $52,377,000 | 178 |
Other fiduciary accounts, managed assets | $0 | 110 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $276,214,000 | 95 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $80,366,000 | 264 |
Personal trust and agency accounts, non-managed assets | $23,334,000 | 173 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,915,000 | 101 |
Other retirement accounts, non-managed assets | $49,117,000 | 85 |
Corporate trust and agency accounts, non-managed assets | $0 | 115 |
Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 94 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $701,378,000 | 103 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $49,117,000 | 90 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,010,130,000 | 153 |
Managed Assets ($) | $1,936,504,000 | 120 |
Personal trust and agency accounts, managed assets | $628,845,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,829,000 | 228 |
Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
Other employee benefit and retirement-related accounts, managed assets | $260,769,000 | 101 |
Corporate trust and agency accounts, managed assets | $0 | 65 |
Investment management and investment advisory agency accounts, managed assets | $994,650,000 | 88 |
Foundation and endowment trust and agency accounts, managed assets | $50,411,000 | 168 |
Other fiduciary accounts, managed assets | $0 | 95 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $260,769,000 | 96 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $73,626,000 | 235 |
Personal trust and agency accounts, non-managed assets | $22,459,000 | 158 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,533,000 | 92 |
Other retirement accounts, non-managed assets | $43,634,000 | 83 |
Corporate trust and agency accounts, non-managed assets | $0 | 101 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
Other fiduciary accounts, non-managed assets | $0 | 81 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $674,576,000 | 103 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $43,634,000 | 85 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,987,257,000 | 151 |
Managed Assets ($) | $1,914,589,000 | 121 |
Personal trust and agency accounts, managed assets | $642,022,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,788,000 | 329 |
Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
Other employee benefit and retirement-related accounts, managed assets | $249,474,000 | 103 |
Corporate trust and agency accounts, managed assets | $0 | 149 |
Investment management and investment advisory agency accounts, managed assets | $970,896,000 | 93 |
Foundation and endowment trust and agency accounts, managed assets | $50,409,000 | 179 |
Other fiduciary accounts, managed assets | $0 | 209 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $249,474,000 | 97 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Non-managed Assets ($) | $72,668,000 | 291 |
Personal trust and agency accounts, non-managed assets | $22,032,000 | 197 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,546,000 | 104 |
Other retirement accounts, non-managed assets | $43,090,000 | 90 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $649,218,000 | 108 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $43,090,000 | 103 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,876,537,000 | 146 |
Managed Assets ($) | $1,810,574,000 | 118 |
Personal trust and agency accounts, managed assets | $604,686,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,650,000 | 229 |
Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
Other employee benefit and retirement-related accounts, managed assets | $225,923,000 | 105 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $927,476,000 | 87 |
Foundation and endowment trust and agency accounts, managed assets | $50,839,000 | 152 |
Other fiduciary accounts, managed assets | $0 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $225,923,000 | 99 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $65,963,000 | 234 |
Personal trust and agency accounts, non-managed assets | $20,926,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,920,000 | 94 |
Other retirement accounts, non-managed assets | $37,981,000 | 84 |
Corporate trust and agency accounts, non-managed assets | $0 | 105 |
Investment management and advisory agency accounts, non-managed assets | $136,000 | 178 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 80 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $602,995,000 | 101 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $37,981,000 | 94 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,813,212,000 | 148 |
Managed Assets ($) | $1,749,844,000 | 117 |
Personal trust and agency accounts, managed assets | $583,831,000 | 112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,559,000 | 260 |
Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
Other employee benefit and retirement-related accounts, managed assets | $214,863,000 | 105 |
Corporate trust and agency accounts, managed assets | $0 | 77 |
Investment management and investment advisory agency accounts, managed assets | $898,752,000 | 88 |
Foundation and endowment trust and agency accounts, managed assets | $50,839,000 | 160 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $214,863,000 | 96 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $63,368,000 | 267 |
Personal trust and agency accounts, non-managed assets | $20,444,000 | 174 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,005,000 | 99 |
Other retirement accounts, non-managed assets | $35,765,000 | 91 |
Corporate trust and agency accounts, non-managed assets | $0 | 118 |
Investment management and advisory agency accounts, non-managed assets | $154,000 | 208 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
Other fiduciary accounts, non-managed assets | $0 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $695,143,000 | 97 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $35,765,000 | 104 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,206 |
Fiduciary or related activity | $0 | 1,146 |
Total fiduciary and related assets | $0 | 351 |
Managed Assets ($) | $0 | 342 |
Personal trust and agency accounts, managed assets | $0 | 338 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 257 |
Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 323 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $0 | 320 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 280 |
Other fiduciary accounts, managed assets | $0 | 108 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 338 |
Personal trust and agency accounts, non-managed assets | $0 | 278 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
Other retirement accounts, non-managed assets | $0 | 296 |
Corporate trust and agency accounts, non-managed assets | $0 | 103 |
Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
Other fiduciary accounts, non-managed assets | $0 | 88 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 326 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 309 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,208 |
Fiduciary or related activity | $0 | 1,148 |
Total fiduciary and related assets | $0 | 1,131 |
Managed Assets ($) | $0 | 1,068 |
Personal trust and agency accounts, managed assets | $0 | 1,040 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 410 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 628 |
Corporate trust and agency accounts, managed assets | $0 | 152 |
Investment management and investment advisory agency accounts, managed assets | $0 | 653 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 485 |
Other fiduciary accounts, managed assets | $0 | 218 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 569 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Non-managed Assets ($) | $0 | 897 |
Personal trust and agency accounts, non-managed assets | $0 | 664 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 615 |
Corporate trust and agency accounts, non-managed assets | $0 | 210 |
Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
Other fiduciary accounts, non-managed assets | $0 | 165 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 662 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 659 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,228 |
Fiduciary or related activity | $0 | 1,167 |
Total fiduciary and related assets | $0 | 357 |
Managed Assets ($) | $0 | 349 |
Personal trust and agency accounts, managed assets | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 259 |
Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 328 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $0 | 326 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 281 |
Other fiduciary accounts, managed assets | $0 | 109 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 315 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 341 |
Personal trust and agency accounts, non-managed assets | $0 | 281 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
Other retirement accounts, non-managed assets | $0 | 299 |
Corporate trust and agency accounts, non-managed assets | $0 | 104 |
Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
Other fiduciary accounts, non-managed assets | $0 | 89 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 329 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 312 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,234 |
Fiduciary or related activity | $0 | 1,176 |
Total fiduciary and related assets | $0 | 395 |
Managed Assets ($) | $0 | 387 |
Personal trust and agency accounts, managed assets | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 283 |
Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 365 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
Other fiduciary accounts, managed assets | $0 | 122 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 351 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 381 |
Personal trust and agency accounts, non-managed assets | $0 | 308 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 113 |
Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 366 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,248 |
Fiduciary or related activity | $0 | 1,187 |
Total fiduciary and related assets | $0 | 402 |
Managed Assets ($) | $0 | 393 |
Personal trust and agency accounts, managed assets | $0 | 389 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 282 |
Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
Other fiduciary accounts, managed assets | $0 | 130 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 357 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 384 |
Personal trust and agency accounts, non-managed assets | $0 | 306 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 114 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 349 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,261 |
Fiduciary or related activity | $0 | 1,197 |
Total fiduciary and related assets | $0 | 1,172 |
Managed Assets ($) | $0 | 1,111 |
Personal trust and agency accounts, managed assets | $0 | 1,083 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 422 |
Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 648 |
Corporate trust and agency accounts, managed assets | $0 | 149 |
Investment management and investment advisory agency accounts, managed assets | $0 | 669 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 224 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 591 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
Non-managed Assets ($) | $0 | 927 |
Personal trust and agency accounts, non-managed assets | $0 | 678 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
Other retirement accounts, non-managed assets | $0 | 632 |
Corporate trust and agency accounts, non-managed assets | $0 | 213 |
Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
Other fiduciary accounts, non-managed assets | $0 | 166 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 684 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 671 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,272 |
Fiduciary or related activity | $0 | 1,206 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 396 |
Personal trust and agency accounts, managed assets | $0 | 393 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 287 |
Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 79 |
Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 311 |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 359 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 388 |
Personal trust and agency accounts, non-managed assets | $0 | 311 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
Other retirement accounts, non-managed assets | $0 | 328 |
Corporate trust and agency accounts, non-managed assets | $0 | 120 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 374 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 350 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,278 |
Fiduciary or related activity | $0 | 1,212 |
Total fiduciary and related assets | $0 | 407 |
Managed Assets ($) | $0 | 398 |
Personal trust and agency accounts, managed assets | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 391 |
Personal trust and agency accounts, non-managed assets | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
Other retirement accounts, non-managed assets | $0 | 328 |
Corporate trust and agency accounts, non-managed assets | $0 | 116 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,283 |
Fiduciary or related activity | $0 | 1,216 |
Total fiduciary and related assets | $0 | 410 |
Managed Assets ($) | $0 | 398 |
Personal trust and agency accounts, managed assets | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 81 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 358 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, non-managed assets | $0 | 317 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 121 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 378 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 354 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,294 |
Fiduciary or related activity | $0 | 1,226 |
Total fiduciary and related assets | $0 | 1,208 |
Managed Assets ($) | $0 | 1,139 |
Personal trust and agency accounts, managed assets | $0 | 1,112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 439 |
Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 657 |
Corporate trust and agency accounts, managed assets | $0 | 168 |
Investment management and investment advisory agency accounts, managed assets | $0 | 684 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
Other fiduciary accounts, managed assets | $0 | 221 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 594 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
Non-managed Assets ($) | $0 | 958 |
Personal trust and agency accounts, non-managed assets | $0 | 711 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
Other retirement accounts, non-managed assets | $0 | 646 |
Corporate trust and agency accounts, non-managed assets | $0 | 224 |
Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
Other fiduciary accounts, non-managed assets | $0 | 176 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 689 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 682 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 401 |
Managed Assets ($) | $0 | 391 |
Personal trust and agency accounts, managed assets | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $0 | 366 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 354 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 384 |
Personal trust and agency accounts, non-managed assets | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
Other retirement accounts, non-managed assets | $0 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 125 |
Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 373 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 403 |
Managed Assets ($) | $0 | 393 |
Personal trust and agency accounts, managed assets | $0 | 389 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 370 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 355 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 386 |
Personal trust and agency accounts, non-managed assets | $0 | 316 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 123 |
Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 377 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 406 |
Managed Assets ($) | $0 | 396 |
Personal trust and agency accounts, managed assets | $0 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 358 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 388 |
Personal trust and agency accounts, non-managed assets | $0 | 316 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
Other retirement accounts, non-managed assets | $0 | 329 |
Corporate trust and agency accounts, non-managed assets | $0 | 120 |
Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 100 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 381 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $104,821,000 | 560 |
Managed Assets ($) | $104,624,000 | 497 |
Personal trust and agency accounts, managed assets | $68,795,000 | 399 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 455 |
Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
Other employee benefit and retirement-related accounts, managed assets | $15,821,000 | 383 |
Corporate trust and agency accounts, managed assets | $0 | 178 |
Investment management and investment advisory agency accounts, managed assets | $12,050,000 | 535 |
Foundation and endowment trust and agency accounts, managed assets | $6,976,000 | 322 |
Other fiduciary accounts, managed assets | $982,000 | 130 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $15,821,000 | 360 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
Non-managed Assets ($) | $197,000 | 910 |
Personal trust and agency accounts, non-managed assets | $0 | 726 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
Other retirement accounts, non-managed assets | $70,000 | 658 |
Corporate trust and agency accounts, non-managed assets | $0 | 227 |
Investment management and advisory agency accounts, non-managed assets | $127,000 | 325 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
Other fiduciary accounts, non-managed assets | $0 | 181 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $6,399,000 | 501 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $440,000 | 651 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Personal trust and agency accounts, managed assets | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 301 |
Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 376 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 356 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, non-managed assets | $0 | 323 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 131 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
Other fiduciary accounts, non-managed assets | $0 | 98 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 382 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 406 |
Personal trust and agency accounts, managed assets | $0 | 403 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 378 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $0 | 378 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 361 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, non-managed assets | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
Other fiduciary accounts, non-managed assets | $0 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 385 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 407 |
Personal trust and agency accounts, managed assets | $0 | 404 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 307 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 380 |
Corporate trust and agency accounts, managed assets | $0 | 85 |
Investment management and investment advisory agency accounts, managed assets | $0 | 377 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 361 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, non-managed assets | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 137 |
Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
Other fiduciary accounts, non-managed assets | $0 | 95 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 385 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $100,132,000 | 565 |
Managed Assets ($) | $99,555,000 | 502 |
Personal trust and agency accounts, managed assets | $63,752,000 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 474 |
Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
Other employee benefit and retirement-related accounts, managed assets | $16,364,000 | 364 |
Corporate trust and agency accounts, managed assets | $0 | 186 |
Investment management and investment advisory agency accounts, managed assets | $11,630,000 | 545 |
Foundation and endowment trust and agency accounts, managed assets | $6,687,000 | 330 |
Other fiduciary accounts, managed assets | $1,122,000 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $16,364,000 | 341 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
Non-managed Assets ($) | $577,000 | 878 |
Personal trust and agency accounts, non-managed assets | $0 | 747 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
Other retirement accounts, non-managed assets | $124,000 | 665 |
Corporate trust and agency accounts, non-managed assets | $0 | 241 |
Investment management and advisory agency accounts, non-managed assets | $126,000 | 343 |
Foundation and endowment trust and agency accounts, non-managed assets | $327,000 | 177 |
Other fiduciary accounts, non-managed assets | $0 | 183 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $5,680,000 | 525 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $493,000 | 669 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 401 |
Personal trust and agency accounts, managed assets | $0 | 397 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 374 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 355 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, non-managed assets | $0 | 321 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 138 |
Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $0 | 100 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 383 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 418 |
Managed Assets ($) | $0 | 405 |
Personal trust and agency accounts, managed assets | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 310 |
Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 378 |
Corporate trust and agency accounts, managed assets | $0 | 88 |
Investment management and investment advisory agency accounts, managed assets | $0 | 377 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
Other fiduciary accounts, managed assets | $0 | 132 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 351 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 401 |
Personal trust and agency accounts, non-managed assets | $0 | 324 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 137 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
Other fiduciary accounts, non-managed assets | $0 | 107 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 389 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 344 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, managed assets | $0 | 399 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 308 |
Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 89 |
Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
Other fiduciary accounts, managed assets | $0 | 127 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 349 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 402 |
Personal trust and agency accounts, non-managed assets | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
Other retirement accounts, non-managed assets | $0 | 335 |
Corporate trust and agency accounts, non-managed assets | $0 | 143 |
Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $0 | 105 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 386 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $120,034,000 | 541 |
Managed Assets ($) | $119,474,000 | 475 |
Personal trust and agency accounts, managed assets | $74,601,000 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 486 |
Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
Other employee benefit and retirement-related accounts, managed assets | $18,213,000 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 189 |
Investment management and investment advisory agency accounts, managed assets | $18,201,000 | 509 |
Foundation and endowment trust and agency accounts, managed assets | $7,346,000 | 315 |
Other fiduciary accounts, managed assets | $1,113,000 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $18,213,000 | 326 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Non-managed Assets ($) | $560,000 | 915 |
Personal trust and agency accounts, non-managed assets | $0 | 782 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
Other retirement accounts, non-managed assets | $180,000 | 678 |
Corporate trust and agency accounts, non-managed assets | $0 | 250 |
Investment management and advisory agency accounts, non-managed assets | $130,000 | 335 |
Foundation and endowment trust and agency accounts, non-managed assets | $250,000 | 181 |
Other fiduciary accounts, non-managed assets | $0 | 200 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $11,200,000 | 480 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $544,000 | 687 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 402 |
Personal trust and agency accounts, managed assets | $0 | 399 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 350 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 400 |
Personal trust and agency accounts, non-managed assets | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
Other fiduciary accounts, non-managed assets | $0 | 102 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 384 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 404 |
Personal trust and agency accounts, managed assets | $0 | 401 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 311 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 377 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
Other fiduciary accounts, managed assets | $0 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 350 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 402 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $0 | 337 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $0 | 106 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 385 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 423 |
Managed Assets ($) | $0 | 411 |
Personal trust and agency accounts, managed assets | $0 | 407 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 314 |
Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 356 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 406 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
Other retirement accounts, non-managed assets | $0 | 341 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
Other fiduciary accounts, non-managed assets | $0 | 108 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 388 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 345 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $137,114,000 | 509 |
Managed Assets ($) | $124,417,000 | 457 |
Personal trust and agency accounts, managed assets | $74,723,000 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 514 |
Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
Other employee benefit and retirement-related accounts, managed assets | $18,266,000 | 346 |
Corporate trust and agency accounts, managed assets | $0 | 203 |
Investment management and investment advisory agency accounts, managed assets | $22,178,000 | 485 |
Foundation and endowment trust and agency accounts, managed assets | $7,806,000 | 307 |
Other fiduciary accounts, managed assets | $1,444,000 | 123 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $18,266,000 | 318 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $12,697,000 | 565 |
Personal trust and agency accounts, non-managed assets | $1,000 | 792 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,282,000 | 351 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
Other retirement accounts, non-managed assets | $8,085,000 | 292 |
Corporate trust and agency accounts, non-managed assets | $0 | 266 |
Investment management and advisory agency accounts, non-managed assets | $129,000 | 346 |
Foundation and endowment trust and agency accounts, non-managed assets | $200,000 | 186 |
Other fiduciary accounts, non-managed assets | $0 | 197 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $13,243,000 | 456 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $8,085,000 | 354 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 405 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 389 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 302 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 360 |
Corporate trust and agency accounts, managed assets | $0 | 89 |
Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 336 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 388 |
Personal trust and agency accounts, non-managed assets | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
Other retirement accounts, non-managed assets | $0 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 138 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $0 | 99 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 369 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 365 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 136 |
Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 371 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 412 |
Managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, managed assets | $0 | 395 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 367 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other fiduciary accounts, managed assets | $0 | 115 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 329 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $0 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 374 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 334 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $129,497,000 | 516 |
Managed Assets ($) | $113,506,000 | 457 |
Personal trust and agency accounts, managed assets | $74,318,000 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 530 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $20,040,000 | 314 |
Corporate trust and agency accounts, managed assets | $1,230,000 | 104 |
Investment management and investment advisory agency accounts, managed assets | $11,297,000 | 566 |
Foundation and endowment trust and agency accounts, managed assets | $6,621,000 | 303 |
Other fiduciary accounts, managed assets | $0 | 239 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $20,040,000 | 283 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
Non-managed Assets ($) | $15,991,000 | 527 |
Personal trust and agency accounts, non-managed assets | $0 | 842 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 547 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
Other retirement accounts, non-managed assets | $14,985,000 | 181 |
Corporate trust and agency accounts, non-managed assets | $0 | 269 |
Investment management and advisory agency accounts, non-managed assets | $133,000 | 363 |
Foundation and endowment trust and agency accounts, non-managed assets | $873,000 | 141 |
Other fiduciary accounts, non-managed assets | $0 | 202 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $8,551,000 | 515 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,812,000 | 598 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $138,120,000 | 367 |
Managed Assets ($) | $116,479,000 | 346 |
Personal trust and agency accounts, managed assets | $76,837,000 | 288 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 293 |
Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
Other employee benefit and retirement-related accounts, managed assets | $19,219,000 | 270 |
Corporate trust and agency accounts, managed assets | $1,230,000 | 56 |
Investment management and investment advisory agency accounts, managed assets | $12,201,000 | 327 |
Foundation and endowment trust and agency accounts, managed assets | $6,992,000 | 222 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $19,219,000 | 246 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,641,000 | 307 |
Personal trust and agency accounts, non-managed assets | $0 | 311 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $20,616,000 | 114 |
Corporate trust and agency accounts, non-managed assets | $0 | 126 |
Investment management and advisory agency accounts, non-managed assets | $132,000 | 192 |
Foundation and endowment trust and agency accounts, non-managed assets | $893,000 | 116 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $8,171,000 | 307 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,816,000 | 287 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $133,874,000 | 365 |
Managed Assets ($) | $113,487,000 | 343 |
Personal trust and agency accounts, managed assets | $75,796,000 | 286 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
Other employee benefit and retirement-related accounts, managed assets | $17,026,000 | 277 |
Corporate trust and agency accounts, managed assets | $1,070,000 | 56 |
Investment management and investment advisory agency accounts, managed assets | $12,683,000 | 327 |
Foundation and endowment trust and agency accounts, managed assets | $6,912,000 | 220 |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $17,026,000 | 254 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,387,000 | 307 |
Personal trust and agency accounts, non-managed assets | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
Other retirement accounts, non-managed assets | $19,498,000 | 114 |
Corporate trust and agency accounts, non-managed assets | $0 | 132 |
Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
Foundation and endowment trust and agency accounts, non-managed assets | $889,000 | 111 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $7,904,000 | 311 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,554,000 | 290 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $131,197,000 | 367 |
Managed Assets ($) | $130,036,000 | 336 |
Personal trust and agency accounts, managed assets | $72,411,000 | 288 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
Other employee benefit and retirement-related accounts, managed assets | $36,184,000 | 224 |
Corporate trust and agency accounts, managed assets | $1,070,000 | 60 |
Investment management and investment advisory agency accounts, managed assets | $13,187,000 | 324 |
Foundation and endowment trust and agency accounts, managed assets | $7,184,000 | 222 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $17,717,000 | 251 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $1,161,000 | 359 |
Personal trust and agency accounts, non-managed assets | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
Other retirement accounts, non-managed assets | $256,000 | 298 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $905,000 | 109 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $7,883,000 | 316 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,564,000 | 295 |
2011-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,104 |
Fiduciary power exercised | $0 | 1,550 |
Fiduciary or related activity | $0 | 1,476 |
Total fiduciary and related assets | $0 | 1,461 |
Managed Assets ($) | $0 | 1,372 |
Personal trust and agency accounts, managed assets | $0 | 1,340 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 748 |
Corporate trust and agency accounts, managed assets | $0 | 222 |
Investment management and investment advisory agency accounts, managed assets | $0 | 786 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
Other fiduciary accounts, managed assets | $0 | 230 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 652 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $0 | 1,160 |
Personal trust and agency accounts, non-managed assets | $0 | 854 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
Other retirement accounts, non-managed assets | $0 | 778 |
Corporate trust and agency accounts, non-managed assets | $0 | 303 |
Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
Other fiduciary accounts, non-managed assets | $0 | 219 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 826 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 786 |
2011-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,121 |
Fiduciary power exercised | $0 | 1,576 |
Fiduciary or related activity | $0 | 1,500 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other fiduciary accounts, managed assets | $0 | 105 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 320 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 393 |
Personal trust and agency accounts, non-managed assets | $0 | 323 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 369 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
2011-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,140 |
Fiduciary power exercised | $0 | 1,589 |
Fiduciary or related activity | $0 | 1,512 |
Total fiduciary and related assets | $0 | 421 |
Managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, managed assets | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 398 |
Personal trust and agency accounts, non-managed assets | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 325 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 372 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
2011-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,157 |
Fiduciary power exercised | $0 | 1,606 |
Fiduciary or related activity | $0 | 1,531 |
Total fiduciary and related assets | $0 | 427 |
Managed Assets ($) | $0 | 410 |
Personal trust and agency accounts, managed assets | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 94 |
Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 146 |
Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 105 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
2010-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,183 |
Fiduciary power exercised | $0 | 1,631 |
Fiduciary or related activity | $0 | 1,555 |
Total fiduciary and related assets | $0 | 1,537 |
Managed Assets ($) | $0 | 1,439 |
Personal trust and agency accounts, managed assets | $0 | 1,405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 767 |
Corporate trust and agency accounts, managed assets | $0 | 242 |
Investment management and investment advisory agency accounts, managed assets | $0 | 825 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other fiduciary accounts, managed assets | $0 | 255 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
Non-managed Assets ($) | $0 | 1,212 |
Personal trust and agency accounts, non-managed assets | $0 | 894 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
Other retirement accounts, non-managed assets | $0 | 797 |
Corporate trust and agency accounts, non-managed assets | $0 | 324 |
Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
Other fiduciary accounts, non-managed assets | $0 | 232 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 865 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
2010-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,195 |
Fiduciary power exercised | $0 | 1,644 |
Fiduciary or related activity | $0 | 1,565 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 92 |
Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 117 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
Other fiduciary accounts, non-managed assets | $0 | 108 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
2010-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,202 |
Fiduciary power exercised | $0 | 1,653 |
Fiduciary or related activity | $0 | 1,572 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 384 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 350 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 158 |
Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
Other fiduciary accounts, non-managed assets | $0 | 110 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2010-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,230 |
Fiduciary power exercised | $0 | 1,664 |
Fiduciary or related activity | $0 | 1,585 |
Total fiduciary and related assets | $0 | 419 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 355 |
Corporate trust and agency accounts, managed assets | $0 | 90 |
Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, non-managed assets | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
Other fiduciary accounts, non-managed assets | $0 | 113 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2009-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,244 |
Fiduciary power exercised | $0 | 1,675 |
Fiduciary or related activity | $0 | 1,593 |
Total fiduciary and related assets | $0 | 1,581 |
Managed Assets ($) | $0 | 1,484 |
Personal trust and agency accounts, managed assets | $0 | 1,441 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 245 |
Investment management and investment advisory agency accounts, managed assets | $0 | 835 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
Other fiduciary accounts, managed assets | $0 | 258 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
Non-managed Assets ($) | $0 | 1,242 |
Personal trust and agency accounts, non-managed assets | $0 | 920 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
Other retirement accounts, non-managed assets | $0 | 806 |
Corporate trust and agency accounts, non-managed assets | $0 | 345 |
Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
Other fiduciary accounts, non-managed assets | $0 | 221 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 878 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
2009-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,265 |
Fiduciary power exercised | $0 | 1,685 |
Fiduciary or related activity | $0 | 1,605 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Personal trust and agency accounts, managed assets | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
Corporate trust and agency accounts, managed assets | $0 | 96 |
Investment management and investment advisory agency accounts, managed assets | $0 | 353 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 385 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 306 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 116 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,285 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
Corporate trust and agency accounts, managed assets | $0 | 99 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 391 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 161 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 115 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 373 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,301 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
Corporate trust and agency accounts, managed assets | $0 | 98 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 160 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 377 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,321 |
Fiduciary power exercised | $0 | 1,723 |
Fiduciary or related activity | $0 | 1,634 |
Total fiduciary and related assets | $0 | 1,618 |
Managed Assets ($) | $0 | 1,519 |
Personal trust and agency accounts, managed assets | $0 | 1,470 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 777 |
Corporate trust and agency accounts, managed assets | $0 | 260 |
Investment management and investment advisory agency accounts, managed assets | $0 | 851 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 281 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,241 |
Personal trust and agency accounts, non-managed assets | $0 | 946 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
Other retirement accounts, non-managed assets | $0 | 811 |
Corporate trust and agency accounts, non-managed assets | $0 | 351 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 874 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,346 |
Fiduciary power exercised | $0 | 1,749 |
Fiduciary or related activity | $0 | 1,659 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 375 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 420 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 171 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,370 |
Fiduciary power exercised | $0 | 1,767 |
Fiduciary or related activity | $0 | 1,672 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 394 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 426 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 173 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 134 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 400 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,389 |
Fiduciary power exercised | $0 | 1,777 |
Fiduciary or related activity | $0 | 1,684 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 388 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 400 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 341 |
Corporate trust and agency accounts, non-managed assets | $0 | 174 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 407 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,411 |
Fiduciary power exercised | $0 | 1,786 |
Fiduciary or related activity | $0 | 1,696 |
Total fiduciary and related assets | $0 | 1,685 |
Managed Assets ($) | $0 | 1,581 |
Personal trust and agency accounts, managed assets | $0 | 1,532 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
Corporate trust and agency accounts, managed assets | $0 | 269 |
Investment management and investment advisory agency accounts, managed assets | $0 | 880 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 297 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,291 |
Personal trust and agency accounts, non-managed assets | $0 | 969 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
Other retirement accounts, non-managed assets | $0 | 860 |
Corporate trust and agency accounts, non-managed assets | $0 | 364 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 258 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 908 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,428 |
Fiduciary power exercised | $0 | 1,805 |
Fiduciary or related activity | $0 | 1,715 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, managed assets | $0 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 416 |
Personal trust and agency accounts, non-managed assets | $0 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 183 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 392 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,445 |
Fiduciary power exercised | $0 | 1,809 |
Fiduciary or related activity | $0 | 1,721 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 186 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 124 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,453 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 120 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,464 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Total fiduciary and related assets | $0 | 1,730 |
Managed Assets ($) | $0 | 1,624 |
Personal trust and agency accounts, managed assets | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 276 |
Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,321 |
Personal trust and agency accounts, non-managed assets | $0 | 983 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
Other retirement accounts, non-managed assets | $0 | 853 |
Corporate trust and agency accounts, non-managed assets | $0 | 383 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 947 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,478 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Personal trust and agency accounts, managed assets | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 408 |
Personal trust and agency accounts, non-managed assets | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 189 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 388 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,497 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Personal trust and agency accounts, managed assets | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 106 |
Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 411 |
Personal trust and agency accounts, non-managed assets | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 395 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,505 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 422 |
Personal trust and agency accounts, non-managed assets | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 127 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 405 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,516 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 1,786 |
Managed Assets ($) | $0 | 1,677 |
Personal trust and agency accounts, managed assets | $0 | 1,621 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
Corporate trust and agency accounts, managed assets | $0 | 299 |
Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,365 |
Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
Other retirement accounts, non-managed assets | $0 | 867 |
Corporate trust and agency accounts, non-managed assets | $0 | 402 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 271 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 966 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,529 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 423 |
Personal trust and agency accounts, managed assets | $0 | 409 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 110 |
Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 412 |
Personal trust and agency accounts, non-managed assets | $0 | 337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,548 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Personal trust and agency accounts, managed assets | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 114 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 139 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
Other retirement accounts, non-managed assets | $0 | 334 |
Corporate trust and agency accounts, non-managed assets | $0 | 195 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 135 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,569 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 116 |
Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 142 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 199 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,574 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Total fiduciary and related assets | $0 | 1,810 |
Managed Assets ($) | $0 | 1,698 |
Personal trust and agency accounts, managed assets | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
Corporate trust and agency accounts, managed assets | $0 | 309 |
Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,358 |
Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
Other retirement accounts, non-managed assets | $0 | 862 |
Corporate trust and agency accounts, non-managed assets | $0 | 395 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 281 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 996 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,582 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
Other retirement accounts, non-managed assets | $0 | 327 |
Corporate trust and agency accounts, non-managed assets | $0 | 194 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 404 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,602 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, managed assets | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 113 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 338 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 409 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,610 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 436 |
Personal trust and agency accounts, non-managed assets | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 133 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 416 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Personal trust and agency accounts, managed assets | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,404 |
Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
Other retirement accounts, non-managed assets | $0 | 879 |
Corporate trust and agency accounts, non-managed assets | $0 | 431 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 284 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,022 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Personal trust and agency accounts, managed assets | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
Corporate trust and agency accounts, managed assets | $0 | 121 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 143 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 445 |
Personal trust and agency accounts, non-managed assets | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
Other retirement accounts, non-managed assets | $0 | 350 |
Corporate trust and agency accounts, non-managed assets | $0 | 201 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 151 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 430 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Personal trust and agency accounts, managed assets | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 151 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 447 |
Personal trust and agency accounts, non-managed assets | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 349 |
Corporate trust and agency accounts, non-managed assets | $0 | 205 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 159 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 431 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Personal trust and agency accounts, managed assets | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 156 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 458 |
Personal trust and agency accounts, non-managed assets | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 354 |
Corporate trust and agency accounts, non-managed assets | $0 | 208 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 442 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Personal trust and agency accounts, managed assets | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,452 |
Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
Other retirement accounts, non-managed assets | $0 | 883 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 299 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | $0 | 1,766 |
Personal trust and agency accounts, managed assets | $0 | 1,716 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,377 |
Personal trust and agency accounts, non-managed assets | $0 | 992 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
Other retirement accounts, non-managed assets | $0 | 833 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 295 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 969 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |