2024-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 6 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,607,000 | 90 |
Number of Managed Accounts | $2,064,000 | 107 |
Personal Trust and Agency Accounts | $1,056,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 397 |
Employee Benefit-defined Benefit Accounts | $2,000 | 161 |
Number of other employee benefit and retirement-related accounts | $26,000 | 497 |
Corporate Trust and Agency Accounts | $54,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $706,000 | 108 |
Number of foundation and endowment trust and agency accounts, managed assets | $220,000 | 37 |
Other Fiduciary Accounts | $0 | 247 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $26,000 | 444 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $1,543,000 | 52 |
Personal Trust and Agency Accounts | $77,000 | 113 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 290 |
Employee Benefit-defined Benefit Accounts | $20,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $3,000 | 510 |
Corporate Trust and Agency Accounts | $1,442,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 384 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 242 |
Other Fiduciary Accounts | $0 | 179 |
Memoranda |
Custody and Safekeeping Accounts | $1,233,000 | 57 |
Fiduciary Accounts Held in Foreign Offices | $0 | 40 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,000 | 568 |
2024-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,629,000 | 89 |
Number of Managed Accounts | $2,084,000 | 106 |
Personal Trust and Agency Accounts | $1,066,000 | 64 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 280 |
Employee Benefit-defined Benefit Accounts | $2,000 | 153 |
Number of other employee benefit and retirement-related accounts | $27,000 | 339 |
Corporate Trust and Agency Accounts | $54,000 | 24 |
Number of managed investment management and investment advisory agency accounts | $714,000 | 109 |
Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 38 |
Other Fiduciary Accounts | $0 | 123 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $27,000 | 293 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,545,000 | 52 |
Personal Trust and Agency Accounts | $73,000 | 84 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 228 |
Employee Benefit-defined Benefit Accounts | $20,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 252 |
Corporate Trust and Agency Accounts | $1,446,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 249 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 191 |
Other Fiduciary Accounts | $0 | 96 |
Memoranda |
Custody and Safekeeping Accounts | $1,266,000 | 54 |
Fiduciary Accounts Held in Foreign Offices | $0 | 18 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 312 |
2024-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,707,000 | 89 |
Number of Managed Accounts | $2,121,000 | 106 |
Personal Trust and Agency Accounts | $1,087,000 | 65 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $2,000 | 160 |
Number of other employee benefit and retirement-related accounts | $29,000 | 405 |
Corporate Trust and Agency Accounts | $54,000 | 47 |
Number of managed investment management and investment advisory agency accounts | $728,000 | 105 |
Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 41 |
Other Fiduciary Accounts | $0 | 163 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $29,000 | 351 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,586,000 | 53 |
Personal Trust and Agency Accounts | $75,000 | 93 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 255 |
Employee Benefit-defined Benefit Accounts | $20,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 324 |
Corporate Trust and Agency Accounts | $1,485,000 | 29 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 294 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 212 |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $1,254,000 | 55 |
Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 363 |
2024-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,724,000 | 90 |
Number of Managed Accounts | $2,130,000 | 108 |
Personal Trust and Agency Accounts | $1,081,000 | 75 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 289 |
Employee Benefit-defined Benefit Accounts | $2,000 | 114 |
Number of other employee benefit and retirement-related accounts | $29,000 | 345 |
Corporate Trust and Agency Accounts | $54,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $743,000 | 105 |
Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 40 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $29,000 | 293 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,594,000 | 51 |
Personal Trust and Agency Accounts | $76,000 | 94 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 205 |
Employee Benefit-defined Benefit Accounts | $20,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 246 |
Corporate Trust and Agency Accounts | $1,492,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 259 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $1,229,000 | 54 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 308 |
2023-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,768,000 | 89 |
Number of Managed Accounts | $2,170,000 | 103 |
Personal Trust and Agency Accounts | $1,108,000 | 64 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 412 |
Employee Benefit-defined Benefit Accounts | $2,000 | 121 |
Number of other employee benefit and retirement-related accounts | $30,000 | 492 |
Corporate Trust and Agency Accounts | $54,000 | 18 |
Number of managed investment management and investment advisory agency accounts | $754,000 | 100 |
Number of foundation and endowment trust and agency accounts, managed assets | $222,000 | 40 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $30,000 | 433 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $1,598,000 | 52 |
Personal Trust and Agency Accounts | $73,000 | 115 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
Employee Benefit-defined Benefit Accounts | $20,000 | 76 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 480 |
Corporate Trust and Agency Accounts | $1,499,000 | 57 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda |
Custody and Safekeeping Accounts | $1,248,000 | 55 |
Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 538 |
2023-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,788,000 | 87 |
Number of Managed Accounts | $2,194,000 | 101 |
Personal Trust and Agency Accounts | $1,110,000 | 63 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 247 |
Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
Number of other employee benefit and retirement-related accounts | $31,000 | 327 |
Corporate Trust and Agency Accounts | $54,000 | 15 |
Number of managed investment management and investment advisory agency accounts | $772,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $224,000 | 36 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $31,000 | 283 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,594,000 | 50 |
Personal Trust and Agency Accounts | $73,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 205 |
Employee Benefit-defined Benefit Accounts | $21,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 242 |
Corporate Trust and Agency Accounts | $1,494,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $1,243,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 301 |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,857,000 | 85 |
Number of Managed Accounts | $2,244,000 | 95 |
Personal Trust and Agency Accounts | $1,134,000 | 62 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 288 |
Employee Benefit-defined Benefit Accounts | $2,000 | 113 |
Number of other employee benefit and retirement-related accounts | $32,000 | 387 |
Corporate Trust and Agency Accounts | $54,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $791,000 | 89 |
Number of foundation and endowment trust and agency accounts, managed assets | $230,000 | 37 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 344 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,613,000 | 48 |
Personal Trust and Agency Accounts | $73,000 | 94 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 228 |
Employee Benefit-defined Benefit Accounts | $21,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 315 |
Corporate Trust and Agency Accounts | $1,513,000 | 61 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Custody and Safekeeping Accounts | $1,249,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 353 |
2023-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,907,000 | 88 |
Number of Managed Accounts | $2,270,000 | 101 |
Personal Trust and Agency Accounts | $1,140,000 | 59 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 211 |
Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
Number of other employee benefit and retirement-related accounts | $33,000 | 295 |
Corporate Trust and Agency Accounts | $54,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $807,000 | 94 |
Number of foundation and endowment trust and agency accounts, managed assets | $233,000 | 38 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $33,000 | 289 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,637,000 | 50 |
Personal Trust and Agency Accounts | $74,000 | 78 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 206 |
Employee Benefit-defined Benefit Accounts | $20,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 212 |
Corporate Trust and Agency Accounts | $1,533,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda |
Custody and Safekeeping Accounts | $1,215,000 | 54 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 248 |
2022-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,995,000 | 89 |
Number of Managed Accounts | $2,327,000 | 100 |
Personal Trust and Agency Accounts | $1,176,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 296 |
Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
Number of other employee benefit and retirement-related accounts | $33,000 | 464 |
Corporate Trust and Agency Accounts | $54,000 | 20 |
Number of managed investment management and investment advisory agency accounts | $826,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | $235,000 | 39 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $33,000 | 449 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $1,668,000 | 50 |
Personal Trust and Agency Accounts | $77,000 | 100 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 283 |
Employee Benefit-defined Benefit Accounts | $20,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 402 |
Corporate Trust and Agency Accounts | $1,562,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda |
Custody and Safekeeping Accounts | $1,196,000 | 62 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 487 |
2022-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,025,000 | 87 |
Number of Managed Accounts | $2,371,000 | 96 |
Personal Trust and Agency Accounts | $1,202,000 | 54 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 224 |
Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
Number of other employee benefit and retirement-related accounts | $33,000 | 310 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $897,000 | 87 |
Number of foundation and endowment trust and agency accounts, managed assets | $236,000 | 38 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $33,000 | 304 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,654,000 | 48 |
Personal Trust and Agency Accounts | $77,000 | 80 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
Employee Benefit-defined Benefit Accounts | $20,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 225 |
Corporate Trust and Agency Accounts | $1,547,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Custody and Safekeeping Accounts | $1,200,000 | 55 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 257 |
2022-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,090,000 | 73 |
Number of Managed Accounts | $2,425,000 | 87 |
Personal Trust and Agency Accounts | $1,238,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 245 |
Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
Number of other employee benefit and retirement-related accounts | $33,000 | 353 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $914,000 | 78 |
Number of foundation and endowment trust and agency accounts, managed assets | $237,000 | 31 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $33,000 | 346 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,665,000 | 40 |
Personal Trust and Agency Accounts | $76,000 | 74 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 238 |
Employee Benefit-defined Benefit Accounts | $20,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 248 |
Corporate Trust and Agency Accounts | $1,559,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Custody and Safekeeping Accounts | $1,205,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 290 |
2022-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,220,000 | 69 |
Number of Managed Accounts | $2,470,000 | 87 |
Personal Trust and Agency Accounts | $1,230,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 217 |
Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
Number of other employee benefit and retirement-related accounts | $36,000 | 291 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $938,000 | 78 |
Number of foundation and endowment trust and agency accounts, managed assets | $263,000 | 27 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $36,000 | 286 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,750,000 | 40 |
Personal Trust and Agency Accounts | $77,000 | 67 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 217 |
Employee Benefit-defined Benefit Accounts | $20,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 214 |
Corporate Trust and Agency Accounts | $1,643,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $1,202,000 | 52 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 247 |
2021-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,341,000 | 67 |
Number of Managed Accounts | $2,554,000 | 82 |
Personal Trust and Agency Accounts | $1,285,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 294 |
Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
Number of other employee benefit and retirement-related accounts | $36,000 | 446 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $962,000 | 73 |
Number of foundation and endowment trust and agency accounts, managed assets | $268,000 | 26 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $36,000 | 428 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $1,787,000 | 42 |
Personal Trust and Agency Accounts | $76,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
Employee Benefit-defined Benefit Accounts | $20,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 365 |
Corporate Trust and Agency Accounts | $1,679,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda |
Custody and Safekeeping Accounts | $1,216,000 | 54 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 442 |
2021-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,339,000 | 67 |
Number of Managed Accounts | $2,567,000 | 83 |
Personal Trust and Agency Accounts | $1,297,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 222 |
Employee Benefit-defined Benefit Accounts | $2,000 | 114 |
Number of other employee benefit and retirement-related accounts | $36,000 | 285 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $963,000 | 71 |
Number of foundation and endowment trust and agency accounts, managed assets | $268,000 | 26 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $36,000 | 279 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,772,000 | 41 |
Personal Trust and Agency Accounts | $72,000 | 66 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 218 |
Employee Benefit-defined Benefit Accounts | $20,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 203 |
Corporate Trust and Agency Accounts | $1,668,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda |
Custody and Safekeeping Accounts | $1,213,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 232 |
2021-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,486,000 | 63 |
Number of Managed Accounts | $2,710,000 | 79 |
Personal Trust and Agency Accounts | $1,403,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 252 |
Employee Benefit-defined Benefit Accounts | $2,000 | 118 |
Number of other employee benefit and retirement-related accounts | $37,000 | 334 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $995,000 | 67 |
Number of foundation and endowment trust and agency accounts, managed assets | $272,000 | 27 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 327 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,776,000 | 42 |
Personal Trust and Agency Accounts | $72,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 248 |
Employee Benefit-defined Benefit Accounts | $21,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 229 |
Corporate Trust and Agency Accounts | $1,668,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 151 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $1,201,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 272 |
2021-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,521,000 | 61 |
Number of Managed Accounts | $2,728,000 | 77 |
Personal Trust and Agency Accounts | $1,416,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 226 |
Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
Number of other employee benefit and retirement-related accounts | $37,000 | 287 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $999,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | $273,000 | 27 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 280 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,793,000 | 42 |
Personal Trust and Agency Accounts | $69,000 | 68 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 218 |
Employee Benefit-defined Benefit Accounts | $21,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 200 |
Corporate Trust and Agency Accounts | $1,690,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $1,294,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 232 |
2020-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,678,000 | 61 |
Number of Managed Accounts | $2,821,000 | 75 |
Personal Trust and Agency Accounts | $1,479,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 304 |
Employee Benefit-defined Benefit Accounts | $2,000 | 131 |
Number of other employee benefit and retirement-related accounts | $36,000 | 440 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $1,027,000 | 64 |
Number of foundation and endowment trust and agency accounts, managed assets | $276,000 | 27 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $36,000 | 421 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $1,857,000 | 45 |
Personal Trust and Agency Accounts | $69,000 | 95 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 295 |
Employee Benefit-defined Benefit Accounts | $22,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 366 |
Corporate Trust and Agency Accounts | $1,749,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 200 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda |
Custody and Safekeeping Accounts | $1,311,000 | 53 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 450 |
2020-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,657,000 | 60 |
Number of Managed Accounts | $2,825,000 | 75 |
Personal Trust and Agency Accounts | $1,471,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
Employee Benefit-defined Benefit Accounts | $2,000 | 113 |
Number of other employee benefit and retirement-related accounts | $36,000 | 286 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $1,032,000 | 64 |
Number of foundation and endowment trust and agency accounts, managed assets | $283,000 | 26 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $36,000 | 280 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,832,000 | 43 |
Personal Trust and Agency Accounts | $70,000 | 67 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 220 |
Employee Benefit-defined Benefit Accounts | $22,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 204 |
Corporate Trust and Agency Accounts | $1,723,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 125 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $1,335,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 236 |
2020-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,692,000 | 59 |
Number of Managed Accounts | $2,853,000 | 72 |
Personal Trust and Agency Accounts | $1,486,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 254 |
Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
Number of other employee benefit and retirement-related accounts | $38,000 | 330 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $1,043,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | $283,000 | 26 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $38,000 | 319 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,839,000 | 43 |
Personal Trust and Agency Accounts | $69,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 244 |
Employee Benefit-defined Benefit Accounts | $22,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 226 |
Corporate Trust and Agency Accounts | $1,731,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 149 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,308,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 267 |
2020-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,723,000 | 58 |
Number of Managed Accounts | $2,880,000 | 72 |
Personal Trust and Agency Accounts | $1,494,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
Number of other employee benefit and retirement-related accounts | $39,000 | 288 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $1,058,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | $286,000 | 26 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $39,000 | 280 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,843,000 | 43 |
Personal Trust and Agency Accounts | $69,000 | 70 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 218 |
Employee Benefit-defined Benefit Accounts | $22,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 199 |
Corporate Trust and Agency Accounts | $1,735,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 138 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $1,309,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 237 |
2019-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,007,000 | 56 |
Number of Managed Accounts | $2,999,000 | 73 |
Personal Trust and Agency Accounts | $1,502,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
Number of other employee benefit and retirement-related accounts | $67,000 | 380 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $1,069,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | $357,000 | 21 |
Other Fiduciary Accounts | $0 | 226 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $67,000 | 365 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $2,008,000 | 41 |
Personal Trust and Agency Accounts | $70,000 | 100 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 378 |
Employee Benefit-defined Benefit Accounts | $23,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 361 |
Corporate Trust and Agency Accounts | $1,899,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda |
Custody and Safekeeping Accounts | $1,296,000 | 54 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 441 |
2019-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,967,000 | 58 |
Number of Managed Accounts | $3,004,000 | 73 |
Personal Trust and Agency Accounts | $1,510,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 211 |
Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
Number of other employee benefit and retirement-related accounts | $38,000 | 298 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $1,096,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | $356,000 | 24 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 287 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,963,000 | 41 |
Personal Trust and Agency Accounts | $68,000 | 71 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 241 |
Employee Benefit-defined Benefit Accounts | $24,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 200 |
Corporate Trust and Agency Accounts | $1,856,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 166 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $1,320,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 232 |
2019-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,153,000 | 58 |
Number of Managed Accounts | $3,109,000 | 70 |
Personal Trust and Agency Accounts | $1,587,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 221 |
Employee Benefit-defined Benefit Accounts | $2,000 | 129 |
Number of other employee benefit and retirement-related accounts | $37,000 | 331 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $1,123,000 | 60 |
Number of foundation and endowment trust and agency accounts, managed assets | $358,000 | 24 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 320 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,044,000 | 41 |
Personal Trust and Agency Accounts | $68,000 | 74 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 263 |
Employee Benefit-defined Benefit Accounts | $23,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 204 |
Corporate Trust and Agency Accounts | $1,936,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,317,000 | 46 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 245 |
2019-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,166,000 | 58 |
Number of Managed Accounts | $3,047,000 | 72 |
Personal Trust and Agency Accounts | $1,521,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 223 |
Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
Number of other employee benefit and retirement-related accounts | $37,000 | 333 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $1,120,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | $365,000 | 24 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 324 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,119,000 | 41 |
Personal Trust and Agency Accounts | $96,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $23,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 204 |
Corporate Trust and Agency Accounts | $1,983,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,283,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 243 |
2018-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,320,000 | 57 |
Number of Managed Accounts | $3,120,000 | 69 |
Personal Trust and Agency Accounts | $1,552,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
Employee Benefit-defined Benefit Accounts | $9,000 | 67 |
Number of other employee benefit and retirement-related accounts | $39,000 | 453 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $1,154,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | $364,000 | 25 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $39,000 | 429 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,454,000 | 24 |
Number of Non-Managed Accounts | $2,200,000 | 42 |
Personal Trust and Agency Accounts | $93,000 | 80 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 398 |
Employee Benefit-defined Benefit Accounts | $26,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 335 |
Corporate Trust and Agency Accounts | $2,063,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 288 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda |
Custody and Safekeeping Accounts | $1,357,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 398 |
2018-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,361,000 | 56 |
Number of Managed Accounts | $3,152,000 | 68 |
Personal Trust and Agency Accounts | $1,547,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $3,000 | 211 |
Employee Benefit-defined Benefit Accounts | $12,000 | 52 |
Number of other employee benefit and retirement-related accounts | $40,000 | 327 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $1,182,000 | 58 |
Number of foundation and endowment trust and agency accounts, managed assets | $368,000 | 24 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $40,000 | 317 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,209,000 | 40 |
Personal Trust and Agency Accounts | $100,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $26,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 195 |
Corporate Trust and Agency Accounts | $2,064,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 171 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,403,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 237 |
2018-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,469,000 | 56 |
Number of Managed Accounts | $3,270,000 | 63 |
Personal Trust and Agency Accounts | $1,602,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $19,000 | 127 |
Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
Number of other employee benefit and retirement-related accounts | $45,000 | 322 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $1,215,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | $374,000 | 24 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $45,000 | 316 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,199,000 | 41 |
Personal Trust and Agency Accounts | $93,000 | 63 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 269 |
Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 185 |
Corporate Trust and Agency Accounts | $2,059,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,380,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 226 |
2018-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,527,000 | 58 |
Number of Managed Accounts | $3,315,000 | 61 |
Personal Trust and Agency Accounts | $1,621,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,000 | 126 |
Employee Benefit-defined Benefit Accounts | $16,000 | 47 |
Number of other employee benefit and retirement-related accounts | $48,000 | 321 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $1,235,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | $375,000 | 23 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $48,000 | 311 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,212,000 | 42 |
Personal Trust and Agency Accounts | $93,000 | 62 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 274 |
Employee Benefit-defined Benefit Accounts | $29,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 189 |
Corporate Trust and Agency Accounts | $2,071,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,390,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 226 |
2017-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,718,000 | 55 |
Number of Managed Accounts | $3,441,000 | 58 |
Personal Trust and Agency Accounts | $1,651,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $21,000 | 131 |
Employee Benefit-defined Benefit Accounts | $17,000 | 49 |
Number of other employee benefit and retirement-related accounts | $64,000 | 389 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $1,310,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | $378,000 | 23 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $64,000 | 370 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,829,000 | 21 |
Number of Non-Managed Accounts | $2,277,000 | 42 |
Personal Trust and Agency Accounts | $95,000 | 75 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 413 |
Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 324 |
Corporate Trust and Agency Accounts | $2,134,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda |
Custody and Safekeeping Accounts | $1,450,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 399 |
2017-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,867,000 | 51 |
Number of Managed Accounts | $3,628,000 | 56 |
Personal Trust and Agency Accounts | $1,696,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,000 | 116 |
Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
Number of other employee benefit and retirement-related accounts | $144,000 | 250 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $1,366,000 | 51 |
Number of foundation and endowment trust and agency accounts, managed assets | $380,000 | 22 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $144,000 | 240 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,239,000 | 39 |
Personal Trust and Agency Accounts | $102,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 272 |
Employee Benefit-defined Benefit Accounts | $28,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 181 |
Corporate Trust and Agency Accounts | $2,089,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,468,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 220 |
2017-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $6,097,000 | 48 |
Number of Managed Accounts | $3,872,000 | 52 |
Personal Trust and Agency Accounts | $1,740,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,000 | 110 |
Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
Number of other employee benefit and retirement-related accounts | $274,000 | 170 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $1,431,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | $382,000 | 24 |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $274,000 | 163 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,225,000 | 39 |
Personal Trust and Agency Accounts | $101,000 | 59 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $28,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 186 |
Corporate Trust and Agency Accounts | $2,076,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,457,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 222 |
2017-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $6,312,000 | 48 |
Number of Managed Accounts | $4,053,000 | 52 |
Personal Trust and Agency Accounts | $1,738,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $24,000 | 113 |
Employee Benefit-defined Benefit Accounts | $21,000 | 43 |
Number of other employee benefit and retirement-related accounts | $388,000 | 122 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $1,498,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $384,000 | 21 |
Other Fiduciary Accounts | $0 | 122 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $388,000 | 118 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,259,000 | 41 |
Personal Trust and Agency Accounts | $100,000 | 59 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $24,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 190 |
Corporate Trust and Agency Accounts | $2,116,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $1,461,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 225 |
2016-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $6,661,000 | 47 |
Number of Managed Accounts | $4,344,000 | 51 |
Personal Trust and Agency Accounts | $1,775,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,000 | 118 |
Employee Benefit-defined Benefit Accounts | $21,000 | 42 |
Number of other employee benefit and retirement-related accounts | $549,000 | 89 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $1,579,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $395,000 | 21 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $549,000 | 84 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,255,000 | 19 |
Number of Non-Managed Accounts | $2,317,000 | 42 |
Personal Trust and Agency Accounts | $100,000 | 80 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 435 |
Employee Benefit-defined Benefit Accounts | $27,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 354 |
Corporate Trust and Agency Accounts | $2,171,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda |
Custody and Safekeeping Accounts | $1,501,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 419 |
2016-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $6,819,000 | 44 |
Number of Managed Accounts | $4,450,000 | 48 |
Personal Trust and Agency Accounts | $1,823,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $28,000 | 106 |
Employee Benefit-defined Benefit Accounts | $21,000 | 42 |
Number of other employee benefit and retirement-related accounts | $571,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $1,609,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $398,000 | 20 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $571,000 | 78 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,369,000 | 40 |
Personal Trust and Agency Accounts | $101,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 279 |
Employee Benefit-defined Benefit Accounts | $31,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 198 |
Corporate Trust and Agency Accounts | $2,217,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $1,505,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 233 |
2016-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,104,000 | 44 |
Number of Managed Accounts | $4,702,000 | 43 |
Personal Trust and Agency Accounts | $1,923,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $29,000 | 103 |
Employee Benefit-defined Benefit Accounts | $21,000 | 43 |
Number of other employee benefit and retirement-related accounts | $592,000 | 81 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $1,715,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $422,000 | 19 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $592,000 | 75 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,402,000 | 40 |
Personal Trust and Agency Accounts | $110,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 281 |
Employee Benefit-defined Benefit Accounts | $34,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 196 |
Corporate Trust and Agency Accounts | $2,237,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $1,484,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 231 |
2016-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,201,000 | 44 |
Number of Managed Accounts | $4,819,000 | 40 |
Personal Trust and Agency Accounts | $1,935,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 103 |
Employee Benefit-defined Benefit Accounts | $22,000 | 44 |
Number of other employee benefit and retirement-related accounts | $616,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $1,788,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $427,000 | 19 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $616,000 | 71 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,382,000 | 41 |
Personal Trust and Agency Accounts | $109,000 | 60 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 284 |
Employee Benefit-defined Benefit Accounts | $34,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 200 |
Corporate Trust and Agency Accounts | $2,218,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $1,536,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 233 |
2015-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,595,000 | 41 |
Number of Managed Accounts | $4,957,000 | 37 |
Personal Trust and Agency Accounts | $2,000,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $30,000 | 114 |
Employee Benefit-defined Benefit Accounts | $24,000 | 41 |
Number of other employee benefit and retirement-related accounts | $640,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $1,834,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | $429,000 | 19 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $640,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,798,000 | 18 |
Number of Non-Managed Accounts | $2,638,000 | 38 |
Personal Trust and Agency Accounts | $280,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 356 |
Employee Benefit-defined Benefit Accounts | $35,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 308 |
Corporate Trust and Agency Accounts | $2,296,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda |
Custody and Safekeeping Accounts | $1,545,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 372 |
2015-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,704,000 | 41 |
Number of Managed Accounts | $5,054,000 | 36 |
Personal Trust and Agency Accounts | $2,034,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $31,000 | 105 |
Employee Benefit-defined Benefit Accounts | $25,000 | 39 |
Number of other employee benefit and retirement-related accounts | $655,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $1,878,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | $431,000 | 17 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $655,000 | 64 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,650,000 | 36 |
Personal Trust and Agency Accounts | $276,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
Employee Benefit-defined Benefit Accounts | $34,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 170 |
Corporate Trust and Agency Accounts | $2,312,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,525,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 201 |
2015-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,972,000 | 40 |
Number of Managed Accounts | $5,218,000 | 37 |
Personal Trust and Agency Accounts | $2,092,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 99 |
Employee Benefit-defined Benefit Accounts | $26,000 | 39 |
Number of other employee benefit and retirement-related accounts | $683,000 | 70 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $1,946,000 | 31 |
Number of foundation and endowment trust and agency accounts, managed assets | $436,000 | 18 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $683,000 | 62 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,754,000 | 36 |
Personal Trust and Agency Accounts | $280,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $114,000 | 61 |
Employee Benefit-defined Benefit Accounts | $36,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $27,000 | 165 |
Corporate Trust and Agency Accounts | $2,297,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda |
Custody and Safekeeping Accounts | $1,440,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 194 |
2015-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,119,000 | 41 |
Number of Managed Accounts | $5,314,000 | 37 |
Personal Trust and Agency Accounts | $2,098,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 100 |
Employee Benefit-defined Benefit Accounts | $27,000 | 39 |
Number of other employee benefit and retirement-related accounts | $705,000 | 64 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $2,009,000 | 31 |
Number of foundation and endowment trust and agency accounts, managed assets | $440,000 | 17 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $705,000 | 57 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,805,000 | 37 |
Personal Trust and Agency Accounts | $280,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $143,000 | 52 |
Employee Benefit-defined Benefit Accounts | $34,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $27,000 | 171 |
Corporate Trust and Agency Accounts | $2,321,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda |
Custody and Safekeeping Accounts | $1,481,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 204 |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,294,000 | 41 |
Number of Managed Accounts | $5,423,000 | 37 |
Personal Trust and Agency Accounts | $2,134,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $38,000 | 99 |
Employee Benefit-defined Benefit Accounts | $27,000 | 40 |
Number of other employee benefit and retirement-related accounts | $727,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $2,054,000 | 30 |
Number of foundation and endowment trust and agency accounts, managed assets | $443,000 | 17 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $727,000 | 54 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,108,000 | 14 |
Number of Non-Managed Accounts | $2,871,000 | 40 |
Personal Trust and Agency Accounts | $278,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $149,000 | 51 |
Employee Benefit-defined Benefit Accounts | $34,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $27,000 | 320 |
Corporate Trust and Agency Accounts | $2,383,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda |
Custody and Safekeeping Accounts | $1,484,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 384 |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,473,000 | 38 |
Number of Managed Accounts | $5,598,000 | 35 |
Personal Trust and Agency Accounts | $2,246,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 92 |
Employee Benefit-defined Benefit Accounts | $29,000 | 33 |
Number of other employee benefit and retirement-related accounts | $750,000 | 57 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $2,128,000 | 31 |
Number of foundation and endowment trust and agency accounts, managed assets | $405,000 | 19 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $750,000 | 52 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,875,000 | 36 |
Personal Trust and Agency Accounts | $282,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $163,000 | 47 |
Employee Benefit-defined Benefit Accounts | $35,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 157 |
Corporate Trust and Agency Accounts | $2,363,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,933,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 187 |
2014-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,587,000 | 38 |
Number of Managed Accounts | $5,708,000 | 34 |
Personal Trust and Agency Accounts | $2,240,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 86 |
Employee Benefit-defined Benefit Accounts | $29,000 | 32 |
Number of other employee benefit and retirement-related accounts | $770,000 | 54 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $2,167,000 | 29 |
Number of foundation and endowment trust and agency accounts, managed assets | $460,000 | 17 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $770,000 | 48 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,879,000 | 36 |
Personal Trust and Agency Accounts | $284,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $163,000 | 47 |
Employee Benefit-defined Benefit Accounts | $36,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 156 |
Corporate Trust and Agency Accounts | $2,364,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $1,897,000 | 39 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 190 |
2014-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,728,000 | 38 |
Number of Managed Accounts | $5,814,000 | 34 |
Personal Trust and Agency Accounts | $2,291,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $44,000 | 81 |
Employee Benefit-defined Benefit Accounts | $30,000 | 33 |
Number of other employee benefit and retirement-related accounts | $804,000 | 48 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $2,231,000 | 30 |
Number of foundation and endowment trust and agency accounts, managed assets | $414,000 | 19 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $804,000 | 42 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,914,000 | 38 |
Personal Trust and Agency Accounts | $253,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $173,000 | 44 |
Employee Benefit-defined Benefit Accounts | $41,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 158 |
Corporate Trust and Agency Accounts | $2,414,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $1,848,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $33,000 | 192 |
2013-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,162,000 | 37 |
Number of Managed Accounts | $6,102,000 | 32 |
Personal Trust and Agency Accounts | $2,343,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $51,000 | 79 |
Employee Benefit-defined Benefit Accounts | $33,000 | 34 |
Number of other employee benefit and retirement-related accounts | $831,000 | 45 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $2,426,000 | 28 |
Number of foundation and endowment trust and agency accounts, managed assets | $418,000 | 19 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $831,000 | 42 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $8,853,000 | 10 |
Number of Non-Managed Accounts | $3,060,000 | 37 |
Personal Trust and Agency Accounts | $268,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $195,000 | 44 |
Employee Benefit-defined Benefit Accounts | $38,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 273 |
Corporate Trust and Agency Accounts | $2,521,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda |
Custody and Safekeeping Accounts | $1,882,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 326 |
2013-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,206,000 | 37 |
Number of Managed Accounts | $6,126,000 | 33 |
Personal Trust and Agency Accounts | $2,403,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $51,000 | 76 |
Employee Benefit-defined Benefit Accounts | $34,000 | 33 |
Number of other employee benefit and retirement-related accounts | $877,000 | 41 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $2,339,000 | 28 |
Number of foundation and endowment trust and agency accounts, managed assets | $422,000 | 17 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $877,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,080,000 | 35 |
Personal Trust and Agency Accounts | $268,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $190,000 | 45 |
Employee Benefit-defined Benefit Accounts | $39,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $41,000 | 146 |
Corporate Trust and Agency Accounts | $2,542,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,895,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 170 |
2013-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,538,000 | 36 |
Number of Managed Accounts | $6,408,000 | 31 |
Personal Trust and Agency Accounts | $2,441,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $52,000 | 73 |
Employee Benefit-defined Benefit Accounts | $34,000 | 34 |
Number of other employee benefit and retirement-related accounts | $911,000 | 37 |
Corporate Trust and Agency Accounts | $140,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $2,407,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $423,000 | 17 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $911,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,130,000 | 36 |
Personal Trust and Agency Accounts | $269,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $197,000 | 45 |
Employee Benefit-defined Benefit Accounts | $39,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $48,000 | 138 |
Corporate Trust and Agency Accounts | $2,577,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $1,935,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 167 |
2013-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,589,000 | 35 |
Number of Managed Accounts | $6,303,000 | 30 |
Personal Trust and Agency Accounts | $2,445,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 68 |
Employee Benefit-defined Benefit Accounts | $34,000 | 34 |
Number of other employee benefit and retirement-related accounts | $914,000 | 37 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $2,424,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $429,000 | 17 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $914,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,286,000 | 35 |
Personal Trust and Agency Accounts | $262,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $199,000 | 45 |
Employee Benefit-defined Benefit Accounts | $41,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $52,000 | 139 |
Corporate Trust and Agency Accounts | $2,732,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $1,997,000 | 39 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $52,000 | 166 |
2012-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,849,000 | 35 |
Number of Managed Accounts | $6,441,000 | 29 |
Personal Trust and Agency Accounts | $2,499,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 73 |
Employee Benefit-defined Benefit Accounts | $37,000 | 34 |
Number of other employee benefit and retirement-related accounts | $913,000 | 35 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $2,504,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | $430,000 | 16 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $913,000 | 32 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $4,812,000 | 17 |
Number of Non-Managed Accounts | $3,408,000 | 37 |
Personal Trust and Agency Accounts | $263,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $216,000 | 45 |
Employee Benefit-defined Benefit Accounts | $41,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $55,000 | 230 |
Corporate Trust and Agency Accounts | $2,833,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda |
Custody and Safekeeping Accounts | $1,994,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $55,000 | 278 |
2012-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,804,000 | 33 |
Number of Managed Accounts | $6,394,000 | 28 |
Personal Trust and Agency Accounts | $2,491,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $63,000 | 68 |
Employee Benefit-defined Benefit Accounts | $35,000 | 32 |
Number of other employee benefit and retirement-related accounts | $908,000 | 33 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $2,465,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | $432,000 | 15 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $908,000 | 32 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,410,000 | 35 |
Personal Trust and Agency Accounts | $286,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $219,000 | 42 |
Employee Benefit-defined Benefit Accounts | $41,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $54,000 | 126 |
Corporate Trust and Agency Accounts | $2,810,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $2,175,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $54,000 | 155 |
2012-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,934,000 | 33 |
Number of Managed Accounts | $6,512,000 | 28 |
Personal Trust and Agency Accounts | $2,548,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $63,000 | 68 |
Employee Benefit-defined Benefit Accounts | $34,000 | 31 |
Number of other employee benefit and retirement-related accounts | $892,000 | 35 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $2,538,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $437,000 | 14 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $892,000 | 32 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,422,000 | 36 |
Personal Trust and Agency Accounts | $287,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $217,000 | 42 |
Employee Benefit-defined Benefit Accounts | $42,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $55,000 | 125 |
Corporate Trust and Agency Accounts | $2,821,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $2,137,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $55,000 | 153 |
2012-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $10,617,000 | 34 |
Number of Managed Accounts | $6,872,000 | 27 |
Personal Trust and Agency Accounts | $2,657,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $75,000 | 57 |
Employee Benefit-defined Benefit Accounts | $39,000 | 28 |
Number of other employee benefit and retirement-related accounts | $917,000 | 31 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $2,743,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | $441,000 | 15 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $917,000 | 30 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,745,000 | 33 |
Personal Trust and Agency Accounts | $300,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $215,000 | 44 |
Employee Benefit-defined Benefit Accounts | $43,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $63,000 | 120 |
Corporate Trust and Agency Accounts | $3,124,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $2,165,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $63,000 | 143 |
2011-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $10,887,000 | 32 |
Number of Managed Accounts | $7,066,000 | 27 |
Personal Trust and Agency Accounts | $2,690,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $79,000 | 61 |
Employee Benefit-defined Benefit Accounts | $38,000 | 31 |
Number of other employee benefit and retirement-related accounts | $925,000 | 31 |
Corporate Trust and Agency Accounts | $6,000 | 81 |
Number of managed investment management and investment advisory agency accounts | $2,922,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $406,000 | 14 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $925,000 | 30 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,085,000 | 18 |
Number of Non-Managed Accounts | $3,821,000 | 32 |
Personal Trust and Agency Accounts | $298,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $218,000 | 44 |
Employee Benefit-defined Benefit Accounts | $49,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $63,000 | 211 |
Corporate Trust and Agency Accounts | $3,193,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda |
Custody and Safekeeping Accounts | $2,191,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $63,000 | 256 |
2011-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $11,097,000 | 33 |
Number of Managed Accounts | $7,250,000 | 29 |
Personal Trust and Agency Accounts | $2,792,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 51 |
Employee Benefit-defined Benefit Accounts | $39,000 | 28 |
Number of other employee benefit and retirement-related accounts | $931,000 | 33 |
Corporate Trust and Agency Accounts | $9,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $2,982,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | $412,000 | 14 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $931,000 | 32 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,847,000 | 29 |
Personal Trust and Agency Accounts | $269,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $231,000 | 43 |
Employee Benefit-defined Benefit Accounts | $50,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $67,000 | 116 |
Corporate Trust and Agency Accounts | $3,230,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $2,265,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $67,000 | 134 |
2011-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $11,177,000 | 34 |
Number of Managed Accounts | $7,340,000 | 30 |
Personal Trust and Agency Accounts | $2,836,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $111,000 | 37 |
Employee Benefit-defined Benefit Accounts | $39,000 | 29 |
Number of other employee benefit and retirement-related accounts | $946,000 | 33 |
Corporate Trust and Agency Accounts | $18,000 | 26 |
Number of managed investment management and investment advisory agency accounts | $2,946,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | $444,000 | 13 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $946,000 | 32 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,837,000 | 31 |
Personal Trust and Agency Accounts | $269,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $243,000 | 43 |
Employee Benefit-defined Benefit Accounts | $50,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $50,000 | 140 |
Corporate Trust and Agency Accounts | $3,225,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $2,304,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 220 |
2011-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $10,994,000 | 33 |
Number of Managed Accounts | $7,123,000 | 29 |
Personal Trust and Agency Accounts | $2,863,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $117,000 | 36 |
Employee Benefit-defined Benefit Accounts | $38,000 | 30 |
Number of other employee benefit and retirement-related accounts | $958,000 | 31 |
Corporate Trust and Agency Accounts | $27,000 | 20 |
Number of managed investment management and investment advisory agency accounts | $2,676,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | $444,000 | 13 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $958,000 | 29 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,871,000 | 33 |
Personal Trust and Agency Accounts | $257,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $249,000 | 44 |
Employee Benefit-defined Benefit Accounts | $48,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $53,000 | 137 |
Corporate Trust and Agency Accounts | $3,264,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Custody and Safekeeping Accounts | $2,220,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 225 |
2010-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $11,251,000 | 33 |
Number of Managed Accounts | $7,276,000 | 30 |
Personal Trust and Agency Accounts | $2,918,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $118,000 | 41 |
Employee Benefit-defined Benefit Accounts | $38,000 | 34 |
Number of other employee benefit and retirement-related accounts | $986,000 | 30 |
Corporate Trust and Agency Accounts | $27,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $2,740,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | $449,000 | 11 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $986,000 | 28 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $3,975,000 | 34 |
Personal Trust and Agency Accounts | $252,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $252,000 | 45 |
Employee Benefit-defined Benefit Accounts | $45,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $56,000 | 237 |
Corporate Trust and Agency Accounts | $3,354,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 93 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda |
Custody and Safekeeping Accounts | $2,248,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 476 |
2010-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $11,280,000 | 32 |
Number of Managed Accounts | $7,245,000 | 27 |
Personal Trust and Agency Accounts | $2,951,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $120,000 | 37 |
Employee Benefit-defined Benefit Accounts | $36,000 | 33 |
Number of other employee benefit and retirement-related accounts | $988,000 | 29 |
Corporate Trust and Agency Accounts | $25,000 | 22 |
Number of managed investment management and investment advisory agency accounts | $2,681,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | $444,000 | 11 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $988,000 | 28 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,035,000 | 33 |
Personal Trust and Agency Accounts | $252,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $248,000 | 45 |
Employee Benefit-defined Benefit Accounts | $38,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $60,000 | 127 |
Corporate Trust and Agency Accounts | $3,421,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 60 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $2,145,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 208 |
2010-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $10,248,000 | 34 |
Number of Managed Accounts | $6,481,000 | 29 |
Personal Trust and Agency Accounts | $2,549,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $113,000 | 42 |
Employee Benefit-defined Benefit Accounts | $35,000 | 34 |
Number of other employee benefit and retirement-related accounts | $901,000 | 32 |
Corporate Trust and Agency Accounts | $25,000 | 19 |
Number of managed investment management and investment advisory agency accounts | $2,446,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $412,000 | 11 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $901,000 | 28 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,767,000 | 37 |
Personal Trust and Agency Accounts | $227,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $235,000 | 48 |
Employee Benefit-defined Benefit Accounts | $39,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $59,000 | 123 |
Corporate Trust and Agency Accounts | $3,192,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 60 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $2,335,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $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 |
Number of Fiduciary Accounts and Related Asset Accounts | $10,154,000 | 36 |
Number of Managed Accounts | $6,488,000 | 28 |
Personal Trust and Agency Accounts | $2,567,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $115,000 | 38 |
Employee Benefit-defined Benefit Accounts | $35,000 | 35 |
Number of other employee benefit and retirement-related accounts | $888,000 | 30 |
Corporate Trust and Agency Accounts | $25,000 | 20 |
Number of managed investment management and investment advisory agency accounts | $2,439,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | $419,000 | 12 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $419,000 | 59 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $3,666,000 | 35 |
Personal Trust and Agency Accounts | $225,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $240,000 | 48 |
Employee Benefit-defined Benefit Accounts | $40,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $63,000 | 116 |
Corporate Trust and Agency Accounts | $3,081,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Custody and Safekeeping Accounts | $2,264,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $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 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,796,000 | 43 |
Number of Managed Accounts | $6,402,000 | 31 |
Personal Trust and Agency Accounts | $2,533,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $117,000 | 45 |
Employee Benefit-defined Benefit Accounts | $38,000 | 37 |
Number of other employee benefit and retirement-related accounts | $878,000 | 32 |
Corporate Trust and Agency Accounts | $25,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $2,394,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | $417,000 | 14 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $878,000 | 32 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $2,394,000 | 47 |
Personal Trust and Agency Accounts | $217,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $239,000 | 49 |
Employee Benefit-defined Benefit Accounts | $40,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $69,000 | 203 |
Corporate Trust and Agency Accounts | $1,805,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 59 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda |
Custody and Safekeeping Accounts | $2,073,000 | 37 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $69,000 | 233 |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,744,000 | 44 |
Number of Managed Accounts | $6,419,000 | 31 |
Personal Trust and Agency Accounts | $2,809,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $120,000 | 44 |
Employee Benefit-defined Benefit Accounts | $39,000 | 35 |
Number of other employee benefit and retirement-related accounts | $879,000 | 38 |
Corporate Trust and Agency Accounts | $25,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $2,547,000 | 29 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,325,000 | 47 |
Personal Trust and Agency Accounts | $106,000 | 79 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $236,000 | 50 |
Employee Benefit-defined Benefit Accounts | $40,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $68,000 | 114 |
Corporate Trust and Agency Accounts | $1,875,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Custody and Safekeeping Accounts | $2,138,000 | 37 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,874,000 | 45 |
Number of Managed Accounts | $6,470,000 | 34 |
Personal Trust and Agency Accounts | $2,851,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $134,000 | 34 |
Employee Benefit-defined Benefit Accounts | $38,000 | 36 |
Number of other employee benefit and retirement-related accounts | $910,000 | 37 |
Corporate Trust and Agency Accounts | $24,000 | 29 |
Number of managed investment management and investment advisory agency accounts | $2,513,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,404,000 | 47 |
Personal Trust and Agency Accounts | $122,000 | 70 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $226,000 | 52 |
Employee Benefit-defined Benefit Accounts | $44,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $69,000 | 118 |
Corporate Trust and Agency Accounts | $1,943,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Custody and Safekeeping Accounts | $2,211,000 | 37 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,919,000 | 45 |
Number of Managed Accounts | $6,514,000 | 33 |
Personal Trust and Agency Accounts | $2,872,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $146,000 | 33 |
Employee Benefit-defined Benefit Accounts | $41,000 | 36 |
Number of other employee benefit and retirement-related accounts | $911,000 | 36 |
Corporate Trust and Agency Accounts | $24,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $2,520,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,405,000 | 44 |
Personal Trust and Agency Accounts | $126,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $221,000 | 52 |
Employee Benefit-defined Benefit Accounts | $45,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $70,000 | 116 |
Corporate Trust and Agency Accounts | $1,943,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda |
Custody and Safekeeping Accounts | $2,210,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,198,000 | 44 |
Number of Managed Accounts | $6,721,000 | 34 |
Personal Trust and Agency Accounts | $2,988,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $159,000 | 32 |
Employee Benefit-defined Benefit Accounts | $44,000 | 37 |
Number of other employee benefit and retirement-related accounts | $938,000 | 36 |
Corporate Trust and Agency Accounts | $24,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $2,568,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,477,000 | 50 |
Personal Trust and Agency Accounts | $145,000 | 77 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $226,000 | 54 |
Employee Benefit-defined Benefit Accounts | $46,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $77,000 | 200 |
Corporate Trust and Agency Accounts | $1,983,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $2,238,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,432,000 | 42 |
Number of Managed Accounts | $6,955,000 | 29 |
Personal Trust and Agency Accounts | $3,026,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $168,000 | 28 |
Employee Benefit-defined Benefit Accounts | $47,000 | 33 |
Number of other employee benefit and retirement-related accounts | $1,000,000 | 35 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $2,714,000 | 29 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,477,000 | 47 |
Personal Trust and Agency Accounts | $138,000 | 71 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $218,000 | 53 |
Employee Benefit-defined Benefit Accounts | $47,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $74,000 | 119 |
Corporate Trust and Agency Accounts | $2,000,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda |
Custody and Safekeeping Accounts | $2,179,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,517,000 | 43 |
Number of Managed Accounts | $7,026,000 | 30 |
Personal Trust and Agency Accounts | $3,083,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $168,000 | 31 |
Employee Benefit-defined Benefit Accounts | $51,000 | 32 |
Number of other employee benefit and retirement-related accounts | $998,000 | 36 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $2,726,000 | 30 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,491,000 | 47 |
Personal Trust and Agency Accounts | $144,000 | 64 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $212,000 | 55 |
Employee Benefit-defined Benefit Accounts | $44,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $77,000 | 119 |
Corporate Trust and Agency Accounts | $2,014,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $2,166,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,049,000 | 49 |
Number of Managed Accounts | $6,582,000 | 31 |
Personal Trust and Agency Accounts | $2,934,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $169,000 | 27 |
Employee Benefit-defined Benefit Accounts | $50,000 | 31 |
Number of other employee benefit and retirement-related accounts | $985,000 | 36 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $2,444,000 | 32 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $467,000 | 118 |
Personal Trust and Agency Accounts | $140,000 | 64 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $203,000 | 56 |
Employee Benefit-defined Benefit Accounts | $44,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $80,000 | 117 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $1,503,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,126,000 | 50 |
Number of Managed Accounts | $6,655,000 | 33 |
Personal Trust and Agency Accounts | $2,994,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $173,000 | 26 |
Employee Benefit-defined Benefit Accounts | $50,000 | 36 |
Number of other employee benefit and retirement-related accounts | $1,002,000 | 37 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $2,436,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $471,000 | 140 |
Personal Trust and Agency Accounts | $148,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $199,000 | 58 |
Employee Benefit-defined Benefit Accounts | $44,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $80,000 | 194 |
Corporate Trust and Agency Accounts | $0 | 389 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda |
Custody and Safekeeping Accounts | $1,493,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,238,000 | 50 |
Number of Managed Accounts | $6,755,000 | 31 |
Personal Trust and Agency Accounts | $3,038,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $174,000 | 28 |
Employee Benefit-defined Benefit Accounts | $52,000 | 33 |
Number of other employee benefit and retirement-related accounts | $1,008,000 | 35 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $2,483,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $483,000 | 111 |
Personal Trust and Agency Accounts | $156,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $199,000 | 57 |
Employee Benefit-defined Benefit Accounts | $44,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $84,000 | 110 |
Corporate Trust and Agency Accounts | $0 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Custody and Safekeeping Accounts | $1,526,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,269,000 | 49 |
Number of Managed Accounts | $6,783,000 | 32 |
Personal Trust and Agency Accounts | $3,070,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $184,000 | 27 |
Employee Benefit-defined Benefit Accounts | $57,000 | 31 |
Number of other employee benefit and retirement-related accounts | $985,000 | 35 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $2,487,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $486,000 | 112 |
Personal Trust and Agency Accounts | $153,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $205,000 | 58 |
Employee Benefit-defined Benefit Accounts | $42,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $86,000 | 108 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Custody and Safekeeping Accounts | $1,529,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,495,000 | 47 |
Number of Managed Accounts | $6,982,000 | 30 |
Personal Trust and Agency Accounts | $3,145,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $195,000 | 26 |
Employee Benefit-defined Benefit Accounts | $60,000 | 32 |
Number of other employee benefit and retirement-related accounts | $987,000 | 32 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $2,595,000 | 30 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $513,000 | 105 |
Personal Trust and Agency Accounts | $144,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $235,000 | 55 |
Employee Benefit-defined Benefit Accounts | $44,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $90,000 | 107 |
Corporate Trust and Agency Accounts | $0 | 190 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $1,544,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,581,000 | 48 |
Number of Managed Accounts | $7,087,000 | 31 |
Personal Trust and Agency Accounts | $3,194,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $203,000 | 29 |
Employee Benefit-defined Benefit Accounts | $64,000 | 34 |
Number of other employee benefit and retirement-related accounts | $998,000 | 30 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $2,628,000 | 29 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $494,000 | 126 |
Personal Trust and Agency Accounts | $142,000 | 74 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $218,000 | 62 |
Employee Benefit-defined Benefit Accounts | $41,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $93,000 | 180 |
Corporate Trust and Agency Accounts | $0 | 403 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $1,564,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $7,682,000 | 50 |
Number of Managed Accounts | $7,202,000 | 30 |
Personal Trust and Agency Accounts | $3,269,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $216,000 | 25 |
Employee Benefit-defined Benefit Accounts | $66,000 | 32 |
Number of other employee benefit and retirement-related accounts | $1,004,000 | 27 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $2,647,000 | 27 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $480,000 | 110 |
Personal Trust and Agency Accounts | $147,000 | 59 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $191,000 | 64 |
Employee Benefit-defined Benefit Accounts | $40,000 | 53 |
Number non-managed other employee benefit and retirement-related accounts | $96,000 | 106 |
Corporate Trust and Agency Accounts | $6,000 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $1,536,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,502,000 | 44 |
Number of Managed Accounts | $7,497,000 | 29 |
Personal Trust and Agency Accounts | $3,332,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $220,000 | 25 |
Employee Benefit-defined Benefit Accounts | $69,000 | 32 |
Number of other employee benefit and retirement-related accounts | $1,012,000 | 26 |
Corporate Trust and Agency Accounts | $192,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,672,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,005,000 | 53 |
Personal Trust and Agency Accounts | $217,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $195,000 | 68 |
Employee Benefit-defined Benefit Accounts | $46,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $92,000 | 108 |
Corporate Trust and Agency Accounts | $1,455,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $1,540,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,754,000 | 43 |
Number of Managed Accounts | $7,757,000 | 29 |
Personal Trust and Agency Accounts | $3,419,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $217,000 | 27 |
Employee Benefit-defined Benefit Accounts | $53,000 | 38 |
Number of other employee benefit and retirement-related accounts | $1,109,000 | 23 |
Corporate Trust and Agency Accounts | $207,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,742,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $10,000 | 76 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,997,000 | 51 |
Personal Trust and Agency Accounts | $200,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $186,000 | 68 |
Employee Benefit-defined Benefit Accounts | $32,000 | 58 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 103 |
Corporate Trust and Agency Accounts | $1,468,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $1,542,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,332,000 | 49 |
Number of Managed Accounts | $7,390,000 | 34 |
Personal Trust and Agency Accounts | $3,237,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $264,000 | 23 |
Employee Benefit-defined Benefit Accounts | $55,000 | 39 |
Number of other employee benefit and retirement-related accounts | $1,021,000 | 25 |
Corporate Trust and Agency Accounts | $205,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $2,608,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,942,000 | 59 |
Personal Trust and Agency Accounts | $156,000 | 73 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $211,000 | 67 |
Employee Benefit-defined Benefit Accounts | $32,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $88,000 | 196 |
Corporate Trust and Agency Accounts | $1,455,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda |
Custody and Safekeeping Accounts | $1,471,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,295,000 | 45 |
Number of Managed Accounts | $7,365,000 | 31 |
Personal Trust and Agency Accounts | $3,282,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $258,000 | 22 |
Employee Benefit-defined Benefit Accounts | $54,000 | 37 |
Number of other employee benefit and retirement-related accounts | $996,000 | 25 |
Corporate Trust and Agency Accounts | $200,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $2,575,000 | 26 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,930,000 | 51 |
Personal Trust and Agency Accounts | $154,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $205,000 | 64 |
Employee Benefit-defined Benefit Accounts | $32,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $86,000 | 115 |
Corporate Trust and Agency Accounts | $1,453,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $1,391,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,267,000 | 44 |
Number of Managed Accounts | $7,359,000 | 30 |
Personal Trust and Agency Accounts | $3,315,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $261,000 | 22 |
Employee Benefit-defined Benefit Accounts | $52,000 | 37 |
Number of other employee benefit and retirement-related accounts | $982,000 | 25 |
Corporate Trust and Agency Accounts | $200,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $2,549,000 | 23 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,908,000 | 50 |
Personal Trust and Agency Accounts | $150,000 | 60 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $195,000 | 68 |
Employee Benefit-defined Benefit Accounts | $32,000 | 56 |
Number non-managed other employee benefit and retirement-related accounts | $90,000 | 112 |
Corporate Trust and Agency Accounts | $1,441,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $1,417,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,370,000 | 46 |
Number of Managed Accounts | $7,490,000 | 31 |
Personal Trust and Agency Accounts | $3,440,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $252,000 | 23 |
Employee Benefit-defined Benefit Accounts | $51,000 | 39 |
Number of other employee benefit and retirement-related accounts | $967,000 | 26 |
Corporate Trust and Agency Accounts | $203,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $2,577,000 | 24 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,880,000 | 54 |
Personal Trust and Agency Accounts | $173,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $197,000 | 72 |
Employee Benefit-defined Benefit Accounts | $32,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $93,000 | 113 |
Corporate Trust and Agency Accounts | $1,385,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda |
Custody and Safekeeping Accounts | $1,441,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,515,000 | 50 |
Number of Managed Accounts | $7,614,000 | 30 |
Personal Trust and Agency Accounts | $3,586,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $273,000 | 23 |
Employee Benefit-defined Benefit Accounts | $53,000 | 41 |
Number of other employee benefit and retirement-related accounts | $981,000 | 24 |
Corporate Trust and Agency Accounts | $203,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $2,518,000 | 25 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,901,000 | 60 |
Personal Trust and Agency Accounts | $181,000 | 66 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $188,000 | 80 |
Employee Benefit-defined Benefit Accounts | $33,000 | 66 |
Number non-managed other employee benefit and retirement-related accounts | $102,000 | 180 |
Corporate Trust and Agency Accounts | $1,397,000 | 23 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda |
Custody and Safekeeping Accounts | $1,431,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,629,000 | 45 |
Number of Managed Accounts | $7,763,000 | 28 |
Personal Trust and Agency Accounts | $3,570,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $260,000 | 25 |
Employee Benefit-defined Benefit Accounts | $55,000 | 41 |
Number of other employee benefit and retirement-related accounts | $1,000,000 | 22 |
Corporate Trust and Agency Accounts | $218,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $2,660,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,866,000 | 57 |
Personal Trust and Agency Accounts | $174,000 | 62 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $167,000 | 79 |
Employee Benefit-defined Benefit Accounts | $23,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $108,000 | 103 |
Corporate Trust and Agency Accounts | $1,394,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Custody and Safekeeping Accounts | $1,507,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,730,000 | 45 |
Number of Managed Accounts | $7,882,000 | 28 |
Personal Trust and Agency Accounts | $3,647,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $258,000 | 27 |
Employee Benefit-defined Benefit Accounts | $51,000 | 40 |
Number of other employee benefit and retirement-related accounts | $1,011,000 | 21 |
Corporate Trust and Agency Accounts | $237,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $2,678,000 | 22 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,848,000 | 59 |
Personal Trust and Agency Accounts | $172,000 | 63 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $166,000 | 81 |
Employee Benefit-defined Benefit Accounts | $22,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $112,000 | 106 |
Corporate Trust and Agency Accounts | $1,376,000 | 22 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Custody and Safekeeping Accounts | $1,429,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,409,000 | 48 |
Number of Managed Accounts | $6,578,000 | 36 |
Personal Trust and Agency Accounts | $3,158,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $236,000 | 31 |
Employee Benefit-defined Benefit Accounts | $50,000 | 40 |
Number of other employee benefit and retirement-related accounts | $808,000 | 30 |
Corporate Trust and Agency Accounts | $251,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,075,000 | 30 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,831,000 | 58 |
Personal Trust and Agency Accounts | $154,000 | 68 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $160,000 | 85 |
Employee Benefit-defined Benefit Accounts | $21,000 | 69 |
Number non-managed other employee benefit and retirement-related accounts | $97,000 | 110 |
Corporate Trust and Agency Accounts | $1,399,000 | 24 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $1,358,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,401,000 | 53 |
Number of Managed Accounts | $6,591,000 | 38 |
Personal Trust and Agency Accounts | $3,066,000 | 49 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $248,000 | 30 |
Employee Benefit-defined Benefit Accounts | $58,000 | 41 |
Number of other employee benefit and retirement-related accounts | $795,000 | 32 |
Corporate Trust and Agency Accounts | $269,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $2,155,000 | 29 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,810,000 | 64 |
Personal Trust and Agency Accounts | $159,000 | 80 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $157,000 | 97 |
Employee Benefit-defined Benefit Accounts | $13,000 | 92 |
Number non-managed other employee benefit and retirement-related accounts | $77,000 | 220 |
Corporate Trust and Agency Accounts | $1,404,000 | 24 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Custody and Safekeeping Accounts | $1,291,000 | 54 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,376,000 | 50 |
Number of Managed Accounts | $6,563,000 | 35 |
Personal Trust and Agency Accounts | $3,254,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $233,000 | 35 |
Employee Benefit-defined Benefit Accounts | $49,000 | 45 |
Number of other employee benefit and retirement-related accounts | $780,000 | 34 |
Corporate Trust and Agency Accounts | $239,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $2,008,000 | 31 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,813,000 | 64 |
Personal Trust and Agency Accounts | $159,000 | 70 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $152,000 | 97 |
Employee Benefit-defined Benefit Accounts | $13,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $75,000 | 134 |
Corporate Trust and Agency Accounts | $1,414,000 | 28 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda |
Custody and Safekeeping Accounts | $1,266,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,412,000 | 50 |
Number of Managed Accounts | $6,638,000 | 36 |
Personal Trust and Agency Accounts | $3,155,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $236,000 | 36 |
Employee Benefit-defined Benefit Accounts | $49,000 | 44 |
Number of other employee benefit and retirement-related accounts | $789,000 | 31 |
Corporate Trust and Agency Accounts | $281,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,128,000 | 28 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,774,000 | 68 |
Personal Trust and Agency Accounts | $162,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $154,000 | 106 |
Employee Benefit-defined Benefit Accounts | $14,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $75,000 | 138 |
Corporate Trust and Agency Accounts | $1,369,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda |
Custody and Safekeeping Accounts | $1,389,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,323,000 | 52 |
Number of Managed Accounts | $6,684,000 | 36 |
Personal Trust and Agency Accounts | $3,170,000 | 49 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $233,000 | 42 |
Employee Benefit-defined Benefit Accounts | $50,000 | 43 |
Number of other employee benefit and retirement-related accounts | $779,000 | 29 |
Corporate Trust and Agency Accounts | $285,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $2,167,000 | 28 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,639,000 | 73 |
Personal Trust and Agency Accounts | $142,000 | 77 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $146,000 | 113 |
Employee Benefit-defined Benefit Accounts | $15,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $75,000 | 136 |
Corporate Trust and Agency Accounts | $1,261,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Custody and Safekeeping Accounts | $1,384,000 | 52 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $8,424,000 | 53 |
Number of Managed Accounts | $6,763,000 | 38 |
Personal Trust and Agency Accounts | $3,336,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $337,000 | 30 |
Employee Benefit-defined Benefit Accounts | $45,000 | 49 |
Number of other employee benefit and retirement-related accounts | $764,000 | 32 |
Corporate Trust and Agency Accounts | $294,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $1,987,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,661,000 | 76 |
Personal Trust and Agency Accounts | $126,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $161,000 | 117 |
Employee Benefit-defined Benefit Accounts | $10,000 | 117 |
Number non-managed other employee benefit and retirement-related accounts | $65,000 | 246 |
Corporate Trust and Agency Accounts | $1,299,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda |
Custody and Safekeeping Accounts | $1,362,000 | 53 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $439,000 | 425 |
Number of Managed Accounts | $132,000 | 657 |
Personal Trust and Agency Accounts | $68,000 | 697 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,000 | 342 |
Employee Benefit-defined Benefit Accounts | $9,000 | 126 |
Number of other employee benefit and retirement-related accounts | $40,000 | 352 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $0 | 858 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $307,000 | 217 |
Personal Trust and Agency Accounts | $19,000 | 387 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $22,000 | 285 |
Employee Benefit-defined Benefit Accounts | $1,000 | 220 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 833 |
Corporate Trust and Agency Accounts | $265,000 | 72 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 971 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |