Home > State Central Bank > Total Fiduciary and Related Assets
State Central 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 | $58,322,000 | 643 |
Managed Assets ($) | $53,966,000 | 610 |
Personal trust and agency accounts, managed assets | $14,945,000 | 666 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $7,175,000 | 237 |
Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
Other employee benefit and retirement-related accounts, managed assets | $15,050,000 | 416 |
Corporate trust and agency accounts, managed assets | $0 | 182 |
Investment management and investment advisory agency accounts, managed assets | $16,796,000 | 495 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $15,048,000 | 405 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Non-managed Assets ($) | $4,356,000 | 598 |
Personal trust and agency accounts, non-managed assets | $41,000 | 586 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,000 | 353 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
Other retirement accounts, non-managed assets | $4,237,000 | 358 |
Corporate trust and agency accounts, non-managed assets | $0 | 227 |
Investment management and advisory agency accounts, non-managed assets | $76,000 | 311 |
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 | $1,118,000 | 547 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,237,000 | 393 |
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 | $54,062,000 | 372 |
Managed Assets ($) | $46,615,000 | 357 |
Personal trust and agency accounts, managed assets | $11,914,000 | 343 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,486,000 | 200 |
Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
Other employee benefit and retirement-related accounts, managed assets | $14,028,000 | 291 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $15,490,000 | 322 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
Other fiduciary accounts, managed assets | $1,697,000 | 67 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $14,026,000 | 290 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,447,000 | 335 |
Personal trust and agency accounts, non-managed assets | $190,000 | 297 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,385,000 | 195 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
Other retirement accounts, non-managed assets | $3,771,000 | 225 |
Corporate trust and agency accounts, non-managed assets | $0 | 110 |
Investment management and advisory agency accounts, non-managed assets | $101,000 | 194 |
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 | $1,022,000 | 332 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,771,000 | 237 |
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 | $54,809,000 | 444 |
Managed Assets ($) | $47,400,000 | 429 |
Personal trust and agency accounts, managed assets | $13,581,000 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,543,000 | 231 |
Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
Other employee benefit and retirement-related accounts, managed assets | $14,594,000 | 346 |
Corporate trust and agency accounts, managed assets | $0 | 119 |
Investment management and investment advisory agency accounts, managed assets | $15,682,000 | 383 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
Other fiduciary accounts, managed assets | $0 | 152 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $14,592,000 | 348 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,409,000 | 392 |
Personal trust and agency accounts, non-managed assets | $190,000 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,115,000 | 227 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
Other retirement accounts, non-managed assets | $4,003,000 | 255 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $101,000 | 226 |
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 | $1,146,000 | 387 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,002,000 | 275 |
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 | $53,610,000 | 380 |
Managed Assets ($) | $46,073,000 | 366 |
Personal trust and agency accounts, managed assets | $13,368,000 | 354 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,425,000 | 190 |
Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
Other employee benefit and retirement-related accounts, managed assets | $14,222,000 | 295 |
Corporate trust and agency accounts, managed assets | $0 | 69 |
Investment management and investment advisory agency accounts, managed assets | $15,058,000 | 329 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
Other fiduciary accounts, managed assets | $0 | 106 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $14,220,000 | 286 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,537,000 | 344 |
Personal trust and agency accounts, non-managed assets | $185,000 | 293 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,207,000 | 198 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
Other retirement accounts, non-managed assets | $4,045,000 | 220 |
Corporate trust and agency accounts, non-managed assets | $0 | 99 |
Investment management and advisory agency accounts, non-managed assets | $100,000 | 192 |
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 | $1,171,000 | 334 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,045,000 | 242 |
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 | $50,157,000 | 674 |
Managed Assets ($) | $42,852,000 | 648 |
Personal trust and agency accounts, managed assets | $13,031,000 | 701 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,144,000 | 281 |
Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
Other employee benefit and retirement-related accounts, managed assets | $13,084,000 | 434 |
Corporate trust and agency accounts, managed assets | $0 | 150 |
Investment management and investment advisory agency accounts, managed assets | $13,593,000 | 524 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 513 |
Other fiduciary accounts, managed assets | $0 | 208 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $13,084,000 | 417 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Non-managed Assets ($) | $7,305,000 | 583 |
Personal trust and agency accounts, non-managed assets | $162,000 | 564 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,134,000 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
Other retirement accounts, non-managed assets | $3,915,000 | 351 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | $94,000 | 325 |
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 | $1,127,000 | 568 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,915,000 | 412 |
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 | $59,794,000 | 397 |
Managed Assets ($) | $50,589,000 | 381 |
Personal trust and agency accounts, managed assets | $14,889,000 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,723,000 | 200 |
Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
Other employee benefit and retirement-related accounts, managed assets | $16,204,000 | 294 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $15,773,000 | 346 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 319 |
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 | $16,204,000 | 284 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,205,000 | 345 |
Personal trust and agency accounts, non-managed assets | $163,000 | 299 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,613,000 | 211 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
Other retirement accounts, non-managed assets | $5,336,000 | 210 |
Corporate trust and agency accounts, non-managed assets | $0 | 106 |
Investment management and advisory agency accounts, non-managed assets | $93,000 | 194 |
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 | $1,508,000 | 348 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $5,336,000 | 231 |
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 | $49,631,000 | 427 |
Managed Assets ($) | $41,924,000 | 416 |
Personal trust and agency accounts, managed assets | $12,622,000 | 401 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,334,000 | 222 |
Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
Other employee benefit and retirement-related accounts, managed assets | $13,041,000 | 350 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $12,927,000 | 379 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 337 |
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 | $13,041,000 | 339 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,707,000 | 368 |
Personal trust and agency accounts, non-managed assets | $162,000 | 321 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,256,000 | 225 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
Other retirement accounts, non-managed assets | $4,207,000 | 234 |
Corporate trust and agency accounts, non-managed assets | $0 | 113 |
Investment management and advisory agency accounts, non-managed assets | $82,000 | 210 |
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 | $1,236,000 | 380 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,207,000 | 266 |
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 | $57,812,000 | 355 |
Managed Assets ($) | $49,103,000 | 342 |
Personal trust and agency accounts, managed assets | $14,621,000 | 332 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,639,000 | 199 |
Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
Other employee benefit and retirement-related accounts, managed assets | $15,530,000 | 290 |
Corporate trust and agency accounts, managed assets | $0 | 68 |
Investment management and investment advisory agency accounts, managed assets | $15,313,000 | 316 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
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 | $15,530,000 | 283 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,709,000 | 311 |
Personal trust and agency accounts, non-managed assets | $155,000 | 273 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,472,000 | 203 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
Other retirement accounts, non-managed assets | $4,989,000 | 207 |
Corporate trust and agency accounts, non-managed assets | $0 | 96 |
Investment management and advisory agency accounts, non-managed assets | $93,000 | 172 |
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 | $1,362,000 | 320 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,989,000 | 232 |
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 | $59,824,000 | 629 |
Managed Assets ($) | $50,705,000 | 604 |
Personal trust and agency accounts, managed assets | $15,319,000 | 658 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,722,000 | 285 |
Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
Other employee benefit and retirement-related accounts, managed assets | $16,200,000 | 413 |
Corporate trust and agency accounts, managed assets | $0 | 151 |
Investment management and investment advisory agency accounts, managed assets | $15,464,000 | 495 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 487 |
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 | $16,200,000 | 395 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Non-managed Assets ($) | $9,119,000 | 539 |
Personal trust and agency accounts, non-managed assets | $155,000 | 540 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,472,000 | 289 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
Other retirement accounts, non-managed assets | $5,399,000 | 321 |
Corporate trust and agency accounts, non-managed assets | $0 | 183 |
Investment management and advisory agency accounts, non-managed assets | $93,000 | 307 |
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 | $1,501,000 | 545 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $5,399,000 | 379 |
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 | $58,197,000 | 340 |
Managed Assets ($) | $48,819,000 | 328 |
Personal trust and agency accounts, managed assets | $15,406,000 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,544,000 | 204 |
Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
Other employee benefit and retirement-related accounts, managed assets | $15,501,000 | 285 |
Corporate trust and agency accounts, managed assets | $0 | 68 |
Investment management and investment advisory agency accounts, managed assets | $14,368,000 | 302 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
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 | $15,501,000 | 278 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,378,000 | 302 |
Personal trust and agency accounts, non-managed assets | $155,000 | 264 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,626,000 | 203 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
Other retirement accounts, non-managed assets | $5,505,000 | 200 |
Corporate trust and agency accounts, non-managed assets | $0 | 98 |
Investment management and advisory agency accounts, non-managed assets | $92,000 | 172 |
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 | $1,494,000 | 308 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $5,505,000 | 221 |
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 | $60,277,000 | 406 |
Managed Assets ($) | $50,872,000 | 393 |
Personal trust and agency accounts, managed assets | $16,906,000 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,721,000 | 229 |
Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
Other employee benefit and retirement-related accounts, managed assets | $15,685,000 | 334 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $14,560,000 | 359 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 320 |
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 | $15,685,000 | 326 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,405,000 | 358 |
Personal trust and agency accounts, non-managed assets | $132,000 | 301 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,440,000 | 233 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
Other retirement accounts, non-managed assets | $5,742,000 | 225 |
Corporate trust and agency accounts, non-managed assets | $0 | 115 |
Investment management and advisory agency accounts, non-managed assets | $91,000 | 205 |
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 | $1,498,000 | 356 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $5,742,000 | 255 |
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 | $56,911,000 | 342 |
Managed Assets ($) | $48,159,000 | 330 |
Personal trust and agency accounts, managed assets | $15,901,000 | 320 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,485,000 | 210 |
Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
Other employee benefit and retirement-related accounts, managed assets | $15,054,000 | 289 |
Corporate trust and agency accounts, managed assets | $0 | 65 |
Investment management and investment advisory agency accounts, managed assets | $13,719,000 | 305 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
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 | $15,054,000 | 281 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,752,000 | 304 |
Personal trust and agency accounts, non-managed assets | $132,000 | 263 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,093,000 | 205 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
Other retirement accounts, non-managed assets | $5,430,000 | 204 |
Corporate trust and agency accounts, non-managed assets | $0 | 101 |
Investment management and advisory agency accounts, non-managed assets | $97,000 | 176 |
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 | $1,441,000 | 309 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $5,430,000 | 227 |
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 | $49,931,000 | 653 |
Managed Assets ($) | $41,588,000 | 632 |
Personal trust and agency accounts, managed assets | $14,031,000 | 675 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,908,000 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
Other employee benefit and retirement-related accounts, managed assets | $12,891,000 | 429 |
Corporate trust and agency accounts, managed assets | $0 | 149 |
Investment management and investment advisory agency accounts, managed assets | $11,758,000 | 517 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
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 | $12,891,000 | 407 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Non-managed Assets ($) | $8,343,000 | 556 |
Personal trust and agency accounts, non-managed assets | $133,000 | 554 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,757,000 | 305 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
Other retirement accounts, non-managed assets | $5,368,000 | 323 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | $85,000 | 315 |
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 | $2,131,000 | 541 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $5,368,000 | 382 |
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 | $42,122,000 | 343 |
Managed Assets ($) | $34,585,000 | 331 |
Personal trust and agency accounts, managed assets | $12,560,000 | 321 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,296,000 | 222 |
Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
Other employee benefit and retirement-related accounts, managed assets | $10,411,000 | 293 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $9,318,000 | 307 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
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 | $10,411,000 | 285 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,537,000 | 311 |
Personal trust and agency accounts, non-managed assets | $133,000 | 264 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,416,000 | 207 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
Other retirement accounts, non-managed assets | $4,768,000 | 210 |
Corporate trust and agency accounts, non-managed assets | $0 | 105 |
Investment management and advisory agency accounts, non-managed assets | $220,000 | 175 |
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 | $2,188,000 | 304 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,768,000 | 232 |
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 | $38,903,000 | 401 |
Managed Assets ($) | $32,137,000 | 388 |
Personal trust and agency accounts, managed assets | $12,223,000 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,105,000 | 251 |
Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
Other employee benefit and retirement-related accounts, managed assets | $9,551,000 | 339 |
Corporate trust and agency accounts, managed assets | $0 | 77 |
Investment management and investment advisory agency accounts, managed assets | $8,258,000 | 359 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 314 |
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 | $9,551,000 | 328 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $6,766,000 | 361 |
Personal trust and agency accounts, non-managed assets | $269,000 | 298 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,131,000 | 238 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
Other retirement accounts, non-managed assets | $4,049,000 | 239 |
Corporate trust and agency accounts, non-managed assets | $0 | 118 |
Investment management and advisory agency accounts, non-managed assets | $317,000 | 196 |
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 | $2,201,000 | 350 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,049,000 | 265 |
2020-03-31 | 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 | $35,734,000 | 346 |
Managed Assets ($) | $27,067,000 | 333 |
Personal trust and agency accounts, managed assets | $10,377,000 | 323 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,692,000 | 225 |
Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
Other employee benefit and retirement-related accounts, managed assets | $7,755,000 | 297 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $7,243,000 | 309 |
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 | $7,650,000 | 288 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,667,000 | 307 |
Personal trust and agency accounts, non-managed assets | $134,000 | 266 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,731,000 | 199 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
Other retirement accounts, non-managed assets | $3,322,000 | 225 |
Corporate trust and agency accounts, non-managed assets | $0 | 103 |
Investment management and advisory agency accounts, non-managed assets | $480,000 | 162 |
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 | $2,218,000 | 310 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,322,000 | 246 |
2019-12-31 | 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 | $48,654,000 | 657 |
Managed Assets ($) | $38,711,000 | 641 |
Personal trust and agency accounts, managed assets | $13,724,000 | 679 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,569,000 | 318 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $11,542,000 | 437 |
Corporate trust and agency accounts, managed assets | $0 | 152 |
Investment management and investment advisory agency accounts, managed assets | $10,876,000 | 525 |
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 | $11,457,000 | 410 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Non-managed Assets ($) | $9,943,000 | 543 |
Personal trust and agency accounts, non-managed assets | $135,000 | 573 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,005,000 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $4,327,000 | 351 |
Corporate trust and agency accounts, non-managed assets | $0 | 210 |
Investment management and advisory agency accounts, non-managed assets | $476,000 | 284 |
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 | $2,054,000 | 550 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,327,000 | 408 |
2019-09-30 | 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 | $45,368,000 | 351 |
Managed Assets ($) | $35,686,000 | 339 |
Personal trust and agency accounts, managed assets | $13,168,000 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,365,000 | 226 |
Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
Other employee benefit and retirement-related accounts, managed assets | $9,971,000 | 302 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $10,182,000 | 311 |
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 | $9,887,000 | 291 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,682,000 | 308 |
Personal trust and agency accounts, non-managed assets | $135,000 | 269 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,844,000 | 203 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
Other retirement accounts, non-managed assets | $4,244,000 | 223 |
Corporate trust and agency accounts, non-managed assets | $0 | 104 |
Investment management and advisory agency accounts, non-managed assets | $459,000 | 166 |
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 | $2,123,000 | 315 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,244,000 | 242 |
2019-06-30 | 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 | $45,136,000 | 390 |
Managed Assets ($) | $35,806,000 | 378 |
Personal trust and agency accounts, managed assets | $13,248,000 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,342,000 | 248 |
Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
Other employee benefit and retirement-related accounts, managed assets | $10,048,000 | 333 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $10,168,000 | 348 |
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 | $9,964,000 | 321 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,330,000 | 341 |
Personal trust and agency accounts, non-managed assets | $125,000 | 294 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,707,000 | 223 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
Other retirement accounts, non-managed assets | $4,272,000 | 232 |
Corporate trust and agency accounts, non-managed assets | $0 | 113 |
Investment management and advisory agency accounts, non-managed assets | $226,000 | 194 |
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 | $2,047,000 | 348 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,272,000 | 259 |
2019-03-31 | 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 | $43,791,000 | 396 |
Managed Assets ($) | $34,632,000 | 384 |
Personal trust and agency accounts, managed assets | $12,833,000 | 375 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,245,000 | 247 |
Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
Other employee benefit and retirement-related accounts, managed assets | $9,749,000 | 335 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $9,805,000 | 349 |
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 | $9,666,000 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,159,000 | 347 |
Personal trust and agency accounts, non-managed assets | $129,000 | 292 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,733,000 | 228 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
Other retirement accounts, non-managed assets | $4,241,000 | 232 |
Corporate trust and agency accounts, non-managed assets | $0 | 114 |
Investment management and advisory agency accounts, non-managed assets | $56,000 | 203 |
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 | $1,987,000 | 353 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,241,000 | 258 |
2018-12-31 | 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 | $40,352,000 | 691 |
Managed Assets ($) | $31,842,000 | 676 |
Personal trust and agency accounts, managed assets | $11,934,000 | 719 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,114,000 | 329 |
Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
Other employee benefit and retirement-related accounts, managed assets | $8,876,000 | 457 |
Corporate trust and agency accounts, managed assets | $0 | 149 |
Investment management and investment advisory agency accounts, managed assets | $8,918,000 | 547 |
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 | $8,799,000 | 434 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
Non-managed Assets ($) | $8,510,000 | 568 |
Personal trust and agency accounts, non-managed assets | $129,000 | 582 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,474,000 | 301 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
Other retirement accounts, non-managed assets | $3,907,000 | 358 |
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 | $1,940,000 | 568 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,907,000 | 419 |
2018-09-30 | 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 | $45,320,000 | 400 |
Managed Assets ($) | $35,701,000 | 388 |
Personal trust and agency accounts, managed assets | $13,433,000 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,471,000 | 251 |
Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
Other employee benefit and retirement-related accounts, managed assets | $10,184,000 | 336 |
Corporate trust and agency accounts, managed assets | $0 | 79 |
Investment management and investment advisory agency accounts, managed assets | $9,613,000 | 353 |
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 | $10,108,000 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,619,000 | 348 |
Personal trust and agency accounts, non-managed assets | $129,000 | 294 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,988,000 | 227 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
Other retirement accounts, non-managed assets | $4,502,000 | 230 |
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 | $1,860,000 | 355 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,502,000 | 260 |
2018-06-30 | 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 | $44,407,000 | 402 |
Managed Assets ($) | $34,693,000 | 390 |
Personal trust and agency accounts, managed assets | $13,460,000 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,387,000 | 254 |
Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
Other employee benefit and retirement-related accounts, managed assets | $9,798,000 | 339 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $9,048,000 | 356 |
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 | $9,723,000 | 329 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,714,000 | 348 |
Personal trust and agency accounts, non-managed assets | $129,000 | 295 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,083,000 | 228 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
Other retirement accounts, non-managed assets | $4,502,000 | 227 |
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 | $1,950,000 | 357 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,502,000 | 258 |
2018-03-31 | 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 | $43,029,000 | 405 |
Managed Assets ($) | $33,411,000 | 391 |
Personal trust and agency accounts, managed assets | $12,892,000 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,308,000 | 255 |
Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
Other employee benefit and retirement-related accounts, managed assets | $9,503,000 | 341 |
Corporate trust and agency accounts, managed assets | $0 | 81 |
Investment management and investment advisory agency accounts, managed assets | $8,708,000 | 356 |
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 | $9,420,000 | 327 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,618,000 | 352 |
Personal trust and agency accounts, non-managed assets | $129,000 | 301 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,057,000 | 232 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
Other retirement accounts, non-managed assets | $4,432,000 | 232 |
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 | $1,992,000 | 358 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,432,000 | 262 |
2017-12-31 | 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 | $45,393,000 | 692 |
Managed Assets ($) | $35,370,000 | 677 |
Personal trust and agency accounts, managed assets | $14,620,000 | 711 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,398,000 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
Other employee benefit and retirement-related accounts, managed assets | $9,802,000 | 459 |
Corporate trust and agency accounts, managed assets | $0 | 168 |
Investment management and investment advisory agency accounts, managed assets | $8,550,000 | 563 |
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 | $9,802,000 | 430 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
Non-managed Assets ($) | $10,023,000 | 560 |
Personal trust and agency accounts, non-managed assets | $156,000 | 603 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,151,000 | 303 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
Other retirement accounts, non-managed assets | $4,716,000 | 352 |
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 | $1,995,000 | 584 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,716,000 | 415 |
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 | $45,141,000 | 399 |
Managed Assets ($) | $35,398,000 | 385 |
Personal trust and agency accounts, managed assets | $14,691,000 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,351,000 | 254 |
Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
Other employee benefit and retirement-related accounts, managed assets | $9,851,000 | 334 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $8,505,000 | 355 |
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 | $9,851,000 | 319 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,743,000 | 345 |
Personal trust and agency accounts, non-managed assets | $157,000 | 296 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,928,000 | 228 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
Other retirement accounts, non-managed assets | $4,658,000 | 226 |
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 | $1,994,000 | 357 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,658,000 | 256 |
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 | $44,742,000 | 401 |
Managed Assets ($) | $34,837,000 | 387 |
Personal trust and agency accounts, managed assets | $14,903,000 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,268,000 | 255 |
Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
Other employee benefit and retirement-related accounts, managed assets | $9,456,000 | 335 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $8,210,000 | 357 |
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 | $9,456,000 | 321 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,905,000 | 344 |
Personal trust and agency accounts, non-managed assets | $156,000 | 297 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,132,000 | 231 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
Other retirement accounts, non-managed assets | $4,617,000 | 226 |
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 | $2,003,000 | 357 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,617,000 | 256 |
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 | $43,435,000 | 404 |
Managed Assets ($) | $33,402,000 | 390 |
Personal trust and agency accounts, managed assets | $13,470,000 | 374 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,245,000 | 256 |
Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
Other employee benefit and retirement-related accounts, managed assets | $9,509,000 | 336 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $8,178,000 | 360 |
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 | $9,481,000 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $10,033,000 | 349 |
Personal trust and agency accounts, non-managed assets | $157,000 | 303 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,321,000 | 228 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
Other retirement accounts, non-managed assets | $4,555,000 | 227 |
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 | $1,967,000 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $4,555,000 | 256 |
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 | $42,757,000 | 723 |
Managed Assets ($) | $33,161,000 | 701 |
Personal trust and agency accounts, managed assets | $13,774,000 | 737 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,196,000 | 357 |
Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
Other employee benefit and retirement-related accounts, managed assets | $9,595,000 | 455 |
Corporate trust and agency accounts, managed assets | $0 | 178 |
Investment management and investment advisory agency accounts, managed assets | $7,596,000 | 581 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 214 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $9,567,000 | 430 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
Non-managed Assets ($) | $9,596,000 | 575 |
Personal trust and agency accounts, non-managed assets | $256,000 | 590 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $6,010,000 | 293 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
Other retirement accounts, non-managed assets | $3,330,000 | 398 |
Corporate trust and agency accounts, non-managed assets | $0 | 227 |
Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
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 | $1,962,000 | 604 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,330,000 | 457 |
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 | $40,502,000 | 408 |
Managed Assets ($) | $30,919,000 | 393 |
Personal trust and agency accounts, managed assets | $13,126,000 | 380 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,990,000 | 266 |
Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
Other employee benefit and retirement-related accounts, managed assets | $8,729,000 | 336 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $7,074,000 | 360 |
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 | $8,729,000 | 322 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,583,000 | 349 |
Personal trust and agency accounts, non-managed assets | $248,000 | 305 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,922,000 | 222 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
Other retirement accounts, non-managed assets | $3,413,000 | 246 |
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 | $2,160,000 | 358 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,413,000 | 269 |
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 | $38,727,000 | 411 |
Managed Assets ($) | $29,382,000 | 397 |
Personal trust and agency accounts, managed assets | $12,693,000 | 382 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,849,000 | 269 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $8,364,000 | 341 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $6,476,000 | 363 |
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 | $8,364,000 | 327 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,345,000 | 351 |
Personal trust and agency accounts, non-managed assets | $245,000 | 306 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,713,000 | 225 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
Other retirement accounts, non-managed assets | $3,387,000 | 250 |
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 | $2,192,000 | 357 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,387,000 | 276 |
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 | $39,017,000 | 410 |
Managed Assets ($) | $29,636,000 | 397 |
Personal trust and agency accounts, managed assets | $12,517,000 | 380 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,851,000 | 270 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $8,298,000 | 341 |
Corporate trust and agency accounts, managed assets | $0 | 85 |
Investment management and investment advisory agency accounts, managed assets | $6,970,000 | 360 |
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 | $8,298,000 | 326 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,381,000 | 348 |
Personal trust and agency accounts, non-managed assets | $234,000 | 306 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,681,000 | 226 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
Other retirement accounts, non-managed assets | $3,466,000 | 247 |
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 | $2,109,000 | 355 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,466,000 | 273 |
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 | $38,040,000 | 750 |
Managed Assets ($) | $28,985,000 | 728 |
Personal trust and agency accounts, managed assets | $12,195,000 | 769 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,701,000 | 381 |
Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
Other employee benefit and retirement-related accounts, managed assets | $7,692,000 | 474 |
Corporate trust and agency accounts, managed assets | $0 | 186 |
Investment management and investment advisory agency accounts, managed assets | $7,397,000 | 591 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 235 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $7,692,000 | 447 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
Non-managed Assets ($) | $9,055,000 | 597 |
Personal trust and agency accounts, non-managed assets | $239,000 | 619 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,367,000 | 313 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
Other retirement accounts, non-managed assets | $3,449,000 | 410 |
Corporate trust and agency accounts, non-managed assets | $0 | 241 |
Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
Other fiduciary accounts, non-managed assets | $0 | 183 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,505,000 | 605 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,449,000 | 471 |
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 | $39,153,000 | 405 |
Managed Assets ($) | $28,847,000 | 388 |
Personal trust and agency accounts, managed assets | $11,857,000 | 375 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,634,000 | 270 |
Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
Other employee benefit and retirement-related accounts, managed assets | $7,360,000 | 341 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $7,996,000 | 360 |
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 | $7,323,000 | 325 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $10,306,000 | 348 |
Personal trust and agency accounts, non-managed assets | $228,000 | 303 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $6,778,000 | 217 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
Other retirement accounts, non-managed assets | $3,300,000 | 246 |
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 | $2,550,000 | 356 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,300,000 | 276 |
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 | $43,740,000 | 412 |
Managed Assets ($) | $32,397,000 | 392 |
Personal trust and agency accounts, managed assets | $13,035,000 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,873,000 | 272 |
Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
Other employee benefit and retirement-related accounts, managed assets | $8,365,000 | 340 |
Corporate trust and agency accounts, managed assets | $0 | 88 |
Investment management and investment advisory agency accounts, managed assets | $9,124,000 | 361 |
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 | $8,333,000 | 320 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,343,000 | 350 |
Personal trust and agency accounts, non-managed assets | $237,000 | 304 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $7,479,000 | 214 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
Other retirement accounts, non-managed assets | $3,627,000 | 245 |
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 | $2,487,000 | 362 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,627,000 | 270 |
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 | $43,702,000 | 753 |
Managed Assets ($) | $31,788,000 | 737 |
Personal trust and agency accounts, managed assets | $13,103,000 | 770 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,804,000 | 388 |
Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
Other employee benefit and retirement-related accounts, managed assets | $8,097,000 | 468 |
Corporate trust and agency accounts, managed assets | $0 | 189 |
Investment management and investment advisory agency accounts, managed assets | $8,784,000 | 582 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other fiduciary accounts, managed assets | $0 | 232 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $8,084,000 | 439 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Non-managed Assets ($) | $11,914,000 | 571 |
Personal trust and agency accounts, non-managed assets | $244,000 | 646 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $7,744,000 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
Other retirement accounts, non-managed assets | $3,926,000 | 408 |
Corporate trust and agency accounts, non-managed assets | $0 | 250 |
Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $0 | 200 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,596,000 | 615 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,926,000 | 457 |
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 | $43,372,000 | 757 |
Managed Assets ($) | $38,282,000 | 689 |
Personal trust and agency accounts, managed assets | $21,925,000 | 677 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,579,000 | 346 |
Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
Other employee benefit and retirement-related accounts, managed assets | $12,778,000 | 403 |
Corporate trust and agency accounts, managed assets | $0 | 203 |
Investment management and investment advisory agency accounts, managed assets | $0 | 760 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
Other fiduciary accounts, managed assets | $0 | 236 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $7,226,000 | 437 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $5,090,000 | 720 |
Personal trust and agency accounts, non-managed assets | $1,152,000 | 512 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,070,000 | 400 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
Other retirement accounts, non-managed assets | $1,868,000 | 514 |
Corporate trust and agency accounts, non-managed assets | $0 | 266 |
Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $0 | 197 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,343,000 | 627 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,868,000 | 588 |
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 | $37,453,000 | 776 |
Managed Assets ($) | $32,853,000 | 716 |
Personal trust and agency accounts, managed assets | $18,782,000 | 695 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $7,989,000 | 259 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $6,082,000 | 485 |
Corporate trust and agency accounts, managed assets | $0 | 218 |
Investment management and investment advisory agency accounts, managed assets | $0 | 771 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
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 | $6,082,000 | 436 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
Non-managed Assets ($) | $4,600,000 | 731 |
Personal trust and agency accounts, non-managed assets | $1,385,000 | 497 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,718,000 | 428 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
Other retirement accounts, non-managed assets | $1,497,000 | 541 |
Corporate trust and agency accounts, non-managed assets | $0 | 269 |
Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
Other fiduciary accounts, non-managed assets | $0 | 202 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 802 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,497,000 | 619 |
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 | $0 | 390 |
Managed Assets ($) | $0 | 378 |
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 | 293 |
Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $0 | 344 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
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 | $0 | 318 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 370 |
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 | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 126 |
Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
Other fiduciary accounts, non-managed assets | $0 | 96 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 356 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
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 | $0 | 393 |
Managed Assets ($) | $0 | 380 |
Personal trust and agency accounts, managed assets | $0 | 380 |
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 | $0 | 352 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $0 | 348 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
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 | $0 | 319 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 372 |
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 | $0 | 321 |
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 | $0 | 146 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
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 | $0 | 323 |
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 | $0 | 394 |
Managed Assets ($) | $0 | 379 |
Personal trust and agency accounts, managed assets | $0 | 381 |
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 | $0 | 351 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 346 |
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 | $0 | 318 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 371 |
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 | $0 | 318 |
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 | $0 | 145 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
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 | $0 | 322 |
2011-12-31 | 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 | $37,753,000 | 771 |
Managed Assets ($) | $34,264,000 | 703 |
Personal trust and agency accounts, managed assets | $21,717,000 | 657 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $8,081,000 | 263 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $4,466,000 | 512 |
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 | $4,466,000 | 468 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $3,489,000 | 762 |
Personal trust and agency accounts, non-managed assets | $1,409,000 | 498 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,591,000 | 441 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
Other retirement accounts, non-managed assets | $489,000 | 653 |
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 | $489,000 | 708 |
2011-09-30 | 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 | 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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $42,006,000 | 777 |
Managed Assets ($) | $37,597,000 | 711 |
Personal trust and agency accounts, managed assets | $23,911,000 | 636 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $9,126,000 | 264 |
Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
Other employee benefit and retirement-related accounts, managed assets | $4,560,000 | 532 |
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 | $4,560,000 | 465 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
Non-managed Assets ($) | $4,409,000 | 767 |
Personal trust and agency accounts, non-managed assets | $2,237,000 | 463 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,538,000 | 454 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
Other retirement accounts, non-managed assets | $634,000 | 662 |
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 | $633,000 | 707 |
2010-09-30 | 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 | $0 | 411 |
Managed Assets ($) | $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 | $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 | 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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $42,433,000 | 781 |
Managed Assets ($) | $36,649,000 | 712 |
Personal trust and agency accounts, managed assets | $27,282,000 | 591 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $5,932,000 | 316 |
Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
Other employee benefit and retirement-related accounts, managed assets | $3,435,000 | 564 |
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 | $3,435,000 | 475 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
Non-managed Assets ($) | $5,784,000 | 722 |
Personal trust and agency accounts, non-managed assets | $2,466,000 | 455 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,714,000 | 399 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
Other retirement accounts, non-managed assets | $604,000 | 672 |
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 | $604,000 | 698 |
2009-09-30 | 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 | $0 | 408 |
Managed Assets ($) | $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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $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 | 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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $34,816,000 | 826 |
Managed Assets ($) | $30,310,000 | 759 |
Personal trust and agency accounts, managed assets | $23,852,000 | 623 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $4,272,000 | 353 |
Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
Other employee benefit and retirement-related accounts, managed assets | $2,186,000 | 588 |
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 | $0 | 281 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $4,506,000 | 737 |
Personal trust and agency accounts, non-managed assets | $1,514,000 | 531 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,062,000 | 425 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
Other retirement accounts, non-managed assets | $930,000 | 622 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $48,352,000 | 796 |
Managed Assets ($) | $40,169,000 | 748 |
Personal trust and agency accounts, managed assets | $33,045,000 | 583 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,781,000 | 417 |
Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
Other employee benefit and retirement-related accounts, managed assets | $3,343,000 | 571 |
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 | $0 | 297 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,183,000 | 685 |
Personal trust and agency accounts, non-managed assets | $1,913,000 | 529 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,222,000 | 397 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
Other retirement accounts, non-managed assets | $1,048,000 | 645 |
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 | $304,000 | 836 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $40,615,000 | 842 |
Managed Assets ($) | $36,042,000 | 758 |
Personal trust and agency accounts, managed assets | $30,012,000 | 609 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,240,000 | 515 |
Employee benefit-defined benefit accounts, managed assets | $2,158,000 | 319 |
Other employee benefit and retirement-related accounts, managed assets | $1,632,000 | 635 |
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 | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $4,573,000 | 783 |
Personal trust and agency accounts, non-managed assets | $1,880,000 | 533 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,493,000 | 525 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
Other retirement accounts, non-managed assets | $1,200,000 | 617 |
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 | $286,000 | 869 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $38,283,000 | 853 |
Managed Assets ($) | $32,876,000 | 787 |
Personal trust and agency accounts, managed assets | $26,298,000 | 643 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,879,000 | 571 |
Employee benefit-defined benefit accounts, managed assets | $3,574,000 | 277 |
Other employee benefit and retirement-related accounts, managed assets | $1,125,000 | 671 |
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 | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $5,407,000 | 771 |
Personal trust and agency accounts, non-managed assets | $3,301,000 | 451 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,201,000 | 568 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
Other retirement accounts, non-managed assets | $905,000 | 662 |
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 | $5,184,000 | 671 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $35,308,000 | 864 |
Managed Assets ($) | $29,177,000 | 809 |
Personal trust and agency accounts, managed assets | $22,582,000 | 679 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,968,000 | 573 |
Employee benefit-defined benefit accounts, managed assets | $3,457,000 | 272 |
Other employee benefit and retirement-related accounts, managed assets | $1,170,000 | 650 |
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 | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $6,131,000 | 741 |
Personal trust and agency accounts, non-managed assets | $2,731,000 | 469 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,119,000 | 517 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
Other retirement accounts, non-managed assets | $1,281,000 | 617 |
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 | $10,408,000 | 567 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $35,638,000 | 873 |
Managed Assets ($) | $28,090,000 | 814 |
Personal trust and agency accounts, managed assets | $22,108,000 | 667 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,728,000 | 599 |
Employee benefit-defined benefit accounts, managed assets | $3,262,000 | 280 |
Other employee benefit and retirement-related accounts, managed assets | $992,000 | 663 |
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 | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,548,000 | 720 |
Personal trust and agency accounts, non-managed assets | $4,579,000 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,728,000 | 550 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
Other retirement accounts, non-managed assets | $1,241,000 | 633 |
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 | $11,778,000 | 572 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $29,311,000 | 928 |
Managed Assets ($) | $21,709,000 | 906 |
Personal trust and agency accounts, managed assets | $16,234,000 | 772 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,468,000 | 633 |
Employee benefit-defined benefit accounts, managed assets | $3,394,000 | 292 |
Other employee benefit and retirement-related accounts, managed assets | $613,000 | 708 |
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 | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,602,000 | 707 |
Personal trust and agency accounts, non-managed assets | $5,942,000 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,050,000 | 599 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
Other retirement accounts, non-managed assets | $610,000 | 703 |
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 | $12,794,000 | 584 |
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 | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $49,438,000 | 739 |
Managed Assets ($) | $40,606,000 | 692 |
Personal trust and agency accounts, managed assets | $19,617,000 | 699 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,574,000 | 547 |
Employee benefit-defined benefit accounts, managed assets | $18,415,000 | 161 |
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 | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,832,000 | 644 |
Personal trust and agency accounts, non-managed assets | $6,938,000 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $390,000 | 656 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
Other retirement accounts, non-managed assets | $1,504,000 | 555 |
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 | $13,720,000 | 524 |
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 |