Home > The First National Bank in Sioux Falls > Number of Fiduciary and Related Asset Accounts
The First National Bank in Sioux Falls, Number of Fiduciary and Related Asset Accounts
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 | $2,221,000 | 130 |
Number of Managed Accounts | $1,793,000 | 117 |
Personal Trust and Agency Accounts | $468,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 318 |
Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
Number of other employee benefit and retirement-related accounts | $691,000 | 128 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $563,000 | 120 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 143 |
Other Fiduciary Accounts | $21,000 | 36 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $691,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $428,000 | 99 |
Personal Trust and Agency Accounts | $156,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
Employee Benefit-defined Benefit Accounts | $13,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 384 |
Corporate Trust and Agency Accounts | $1,000 | 210 |
Number of investment management and advisory agency accounts, non-managed assets | $206,000 | 14 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 570 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 455 |
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 | $2,199,000 | 124 |
Number of Managed Accounts | $1,776,000 | 116 |
Personal Trust and Agency Accounts | $469,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 247 |
Employee Benefit-defined Benefit Accounts | $5,000 | 80 |
Number of other employee benefit and retirement-related accounts | $679,000 | 126 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $560,000 | 122 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 134 |
Other Fiduciary Accounts | $19,000 | 32 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $679,000 | 96 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $423,000 | 91 |
Personal Trust and Agency Accounts | $155,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 95 |
Employee Benefit-defined Benefit Accounts | $13,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 194 |
Corporate Trust and Agency Accounts | $1,000 | 104 |
Number of investment management and advisory agency accounts, non-managed assets | $202,000 | 16 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 326 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 268 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,182,000 | 125 |
Number of Managed Accounts | $1,768,000 | 118 |
Personal Trust and Agency Accounts | $477,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 288 |
Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
Number of other employee benefit and retirement-related accounts | $678,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $544,000 | 121 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 138 |
Other Fiduciary Accounts | $20,000 | 30 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $678,000 | 99 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $414,000 | 96 |
Personal Trust and Agency Accounts | $160,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 103 |
Employee Benefit-defined Benefit Accounts | $12,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 252 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $189,000 | 18 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 45 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 381 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 308 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,160,000 | 133 |
Number of Managed Accounts | $1,763,000 | 124 |
Personal Trust and Agency Accounts | $493,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 188 |
Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
Number of other employee benefit and retirement-related accounts | $667,000 | 103 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $532,000 | 129 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 135 |
Other Fiduciary Accounts | $20,000 | 29 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $667,000 | 101 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $397,000 | 98 |
Personal Trust and Agency Accounts | $156,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $39,000 | 92 |
Employee Benefit-defined Benefit Accounts | $15,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 192 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $168,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 331 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 234 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,087,000 | 137 |
Number of Managed Accounts | $1,723,000 | 130 |
Personal Trust and Agency Accounts | $503,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 241 |
Employee Benefit-defined Benefit Accounts | $5,000 | 91 |
Number of other employee benefit and retirement-related accounts | $644,000 | 108 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $505,000 | 134 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 147 |
Other Fiduciary Accounts | $20,000 | 36 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $644,000 | 105 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $364,000 | 115 |
Personal Trust and Agency Accounts | $160,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 83 |
Employee Benefit-defined Benefit Accounts | $15,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 349 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $118,000 | 19 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 562 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 435 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,012,000 | 142 |
Number of Managed Accounts | $1,681,000 | 133 |
Personal Trust and Agency Accounts | $506,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 201 |
Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
Number of other employee benefit and retirement-related accounts | $612,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $493,000 | 137 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 139 |
Other Fiduciary Accounts | $19,000 | 34 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $612,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $331,000 | 111 |
Personal Trust and Agency Accounts | $156,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 72 |
Employee Benefit-defined Benefit Accounts | $15,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 198 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $81,000 | 27 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 344 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 234 |
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 | $1,966,000 | 130 |
Number of Managed Accounts | $1,645,000 | 125 |
Personal Trust and Agency Accounts | $498,000 | 112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 213 |
Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
Number of other employee benefit and retirement-related accounts | $597,000 | 110 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $481,000 | 129 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 135 |
Other Fiduciary Accounts | $19,000 | 31 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $597,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $321,000 | 102 |
Personal Trust and Agency Accounts | $159,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 75 |
Employee Benefit-defined Benefit Accounts | $15,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 205 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $67,000 | 30 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 384 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 257 |
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 | $1,962,000 | 132 |
Number of Managed Accounts | $1,621,000 | 126 |
Personal Trust and Agency Accounts | $503,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 193 |
Employee Benefit-defined Benefit Accounts | $5,000 | 82 |
Number of other employee benefit and retirement-related accounts | $584,000 | 110 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $465,000 | 132 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 130 |
Other Fiduciary Accounts | $19,000 | 30 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $584,000 | 109 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $341,000 | 98 |
Personal Trust and Agency Accounts | $162,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $71,000 | 66 |
Employee Benefit-defined Benefit Accounts | $16,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 182 |
Corporate Trust and Agency Accounts | $1,000 | 90 |
Number of investment management and advisory agency accounts, non-managed assets | $70,000 | 29 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 44 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 322 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 220 |
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 | $1,914,000 | 137 |
Number of Managed Accounts | $1,572,000 | 130 |
Personal Trust and Agency Accounts | $495,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
Employee Benefit-defined Benefit Accounts | $5,000 | 90 |
Number of other employee benefit and retirement-related accounts | $557,000 | 119 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $450,000 | 136 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 137 |
Other Fiduciary Accounts | $20,000 | 32 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $557,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $342,000 | 108 |
Personal Trust and Agency Accounts | $160,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 69 |
Employee Benefit-defined Benefit Accounts | $16,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 329 |
Corporate Trust and Agency Accounts | $1,000 | 168 |
Number of investment management and advisory agency accounts, non-managed assets | $73,000 | 31 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 571 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 412 |
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 | $1,900,000 | 135 |
Number of Managed Accounts | $1,545,000 | 131 |
Personal Trust and Agency Accounts | $498,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 184 |
Employee Benefit-defined Benefit Accounts | $5,000 | 86 |
Number of other employee benefit and retirement-related accounts | $534,000 | 118 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $441,000 | 137 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 125 |
Other Fiduciary Accounts | $20,000 | 27 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $534,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $355,000 | 97 |
Personal Trust and Agency Accounts | $159,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 63 |
Employee Benefit-defined Benefit Accounts | $16,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 185 |
Corporate Trust and Agency Accounts | $1,000 | 94 |
Number of investment management and advisory agency accounts, non-managed assets | $84,000 | 25 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 43 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 309 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 218 |
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 | $1,847,000 | 141 |
Number of Managed Accounts | $1,489,000 | 139 |
Personal Trust and Agency Accounts | $486,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 208 |
Employee Benefit-defined Benefit Accounts | $5,000 | 86 |
Number of other employee benefit and retirement-related accounts | $510,000 | 124 |
Corporate Trust and Agency Accounts | $1,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $420,000 | 140 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 133 |
Other Fiduciary Accounts | $20,000 | 29 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $510,000 | 122 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $358,000 | 97 |
Personal Trust and Agency Accounts | $161,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 65 |
Employee Benefit-defined Benefit Accounts | $16,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 206 |
Corporate Trust and Agency Accounts | $1,000 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 25 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 46 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 361 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 252 |
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 | $1,780,000 | 145 |
Number of Managed Accounts | $1,346,000 | 143 |
Personal Trust and Agency Accounts | $472,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
Number of other employee benefit and retirement-related accounts | $406,000 | 142 |
Corporate Trust and Agency Accounts | $1,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $399,000 | 144 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 125 |
Other Fiduciary Accounts | $15,000 | 33 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $406,000 | 137 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $434,000 | 86 |
Personal Trust and Agency Accounts | $201,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 68 |
Employee Benefit-defined Benefit Accounts | $16,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 161 |
Corporate Trust and Agency Accounts | $3,000 | 84 |
Number of investment management and advisory agency accounts, non-managed assets | $106,000 | 23 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 43 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 312 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 194 |
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 | $1,814,000 | 143 |
Number of Managed Accounts | $1,389,000 | 143 |
Personal Trust and Agency Accounts | $458,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 240 |
Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
Number of other employee benefit and retirement-related accounts | $464,000 | 134 |
Corporate Trust and Agency Accounts | $1,000 | 111 |
Number of managed investment management and investment advisory agency accounts | $397,000 | 143 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 140 |
Other Fiduciary Accounts | $18,000 | 37 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $464,000 | 132 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $425,000 | 97 |
Personal Trust and Agency Accounts | $205,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 70 |
Employee Benefit-defined Benefit Accounts | $16,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 293 |
Corporate Trust and Agency Accounts | $2,000 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $95,000 | 25 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 582 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 373 |
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 | $1,815,000 | 139 |
Number of Managed Accounts | $1,395,000 | 139 |
Personal Trust and Agency Accounts | $471,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 193 |
Employee Benefit-defined Benefit Accounts | $5,000 | 85 |
Number of other employee benefit and retirement-related accounts | $446,000 | 130 |
Corporate Trust and Agency Accounts | $1,000 | 59 |
Number of managed investment management and investment advisory agency accounts | $406,000 | 140 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 120 |
Other Fiduciary Accounts | $18,000 | 30 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $446,000 | 129 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $420,000 | 86 |
Personal Trust and Agency Accounts | $198,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 67 |
Employee Benefit-defined Benefit Accounts | $16,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 171 |
Corporate Trust and Agency Accounts | $2,000 | 87 |
Number of investment management and advisory agency accounts, non-managed assets | $97,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 44 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 311 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 206 |
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 | $1,797,000 | 143 |
Number of Managed Accounts | $1,367,000 | 144 |
Personal Trust and Agency Accounts | $467,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 211 |
Employee Benefit-defined Benefit Accounts | $5,000 | 88 |
Number of other employee benefit and retirement-related accounts | $425,000 | 141 |
Corporate Trust and Agency Accounts | $1,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $405,000 | 142 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 129 |
Other Fiduciary Accounts | $16,000 | 35 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $425,000 | 135 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $430,000 | 90 |
Personal Trust and Agency Accounts | $203,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 68 |
Employee Benefit-defined Benefit Accounts | $16,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 187 |
Corporate Trust and Agency Accounts | $3,000 | 92 |
Number of investment management and advisory agency accounts, non-managed assets | $101,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 360 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 227 |
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 | $1,780,000 | 144 |
Number of Managed Accounts | $1,346,000 | 143 |
Personal Trust and Agency Accounts | $472,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 192 |
Employee Benefit-defined Benefit Accounts | $5,000 | 83 |
Number of other employee benefit and retirement-related accounts | $406,000 | 135 |
Corporate Trust and Agency Accounts | $1,000 | 53 |
Number of managed investment management and investment advisory agency accounts | $399,000 | 140 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 121 |
Other Fiduciary Accounts | $15,000 | 36 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $406,000 | 130 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $434,000 | 88 |
Personal Trust and Agency Accounts | $201,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 67 |
Employee Benefit-defined Benefit Accounts | $16,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 164 |
Corporate Trust and Agency Accounts | $3,000 | 86 |
Number of investment management and advisory agency accounts, non-managed assets | $106,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 45 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 317 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 200 |
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 | $1,791,000 | 147 |
Number of Managed Accounts | $1,310,000 | 152 |
Personal Trust and Agency Accounts | $474,000 | 122 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 246 |
Employee Benefit-defined Benefit Accounts | $5,000 | 95 |
Number of other employee benefit and retirement-related accounts | $383,000 | 154 |
Corporate Trust and Agency Accounts | $1,000 | 113 |
Number of managed investment management and investment advisory agency accounts | $384,000 | 149 |
Number of foundation and endowment trust and agency accounts, managed assets | $45,000 | 133 |
Other Fiduciary Accounts | $15,000 | 48 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 570 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $481,000 | 92 |
Personal Trust and Agency Accounts | $205,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 70 |
Employee Benefit-defined Benefit Accounts | $15,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 277 |
Corporate Trust and Agency Accounts | $44,000 | 62 |
Number of investment management and advisory agency accounts, non-managed assets | $108,000 | 23 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 591 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 659 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,385,000 | 111 |
Number of Managed Accounts | $1,266,000 | 150 |
Personal Trust and Agency Accounts | $462,000 | 122 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 195 |
Employee Benefit-defined Benefit Accounts | $5,000 | 89 |
Number of other employee benefit and retirement-related accounts | $370,000 | 149 |
Corporate Trust and Agency Accounts | $4,000 | 37 |
Number of managed investment management and investment advisory agency accounts | $363,000 | 153 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 126 |
Other Fiduciary Accounts | $16,000 | 37 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $370,000 | 143 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,119,000 | 56 |
Personal Trust and Agency Accounts | $196,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 68 |
Employee Benefit-defined Benefit Accounts | $15,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $366,000 | 28 |
Corporate Trust and Agency Accounts | $366,000 | 38 |
Number of investment management and advisory agency accounts, non-managed assets | $92,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 47 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 320 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 206 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,149,000 | 122 |
Number of Managed Accounts | $1,235,000 | 154 |
Personal Trust and Agency Accounts | $471,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 207 |
Employee Benefit-defined Benefit Accounts | $5,000 | 92 |
Number of other employee benefit and retirement-related accounts | $346,000 | 162 |
Corporate Trust and Agency Accounts | $4,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $347,000 | 154 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 132 |
Other Fiduciary Accounts | $16,000 | 41 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $346,000 | 156 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $914,000 | 67 |
Personal Trust and Agency Accounts | $194,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 68 |
Employee Benefit-defined Benefit Accounts | $15,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 185 |
Corporate Trust and Agency Accounts | $522,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $78,000 | 32 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 357 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 227 |
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 | $2,164,000 | 119 |
Number of Managed Accounts | $1,235,000 | 156 |
Personal Trust and Agency Accounts | $491,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 209 |
Employee Benefit-defined Benefit Accounts | $5,000 | 90 |
Number of other employee benefit and retirement-related accounts | $328,000 | 164 |
Corporate Trust and Agency Accounts | $4,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $345,000 | 157 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 130 |
Other Fiduciary Accounts | $16,000 | 40 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $328,000 | 159 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $929,000 | 65 |
Personal Trust and Agency Accounts | $202,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 70 |
Employee Benefit-defined Benefit Accounts | $15,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 184 |
Corporate Trust and Agency Accounts | $526,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $80,000 | 34 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 362 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 220 |
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 | $2,129,000 | 121 |
Number of Managed Accounts | $1,212,000 | 157 |
Personal Trust and Agency Accounts | $493,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 246 |
Employee Benefit-defined Benefit Accounts | $5,000 | 97 |
Number of other employee benefit and retirement-related accounts | $315,000 | 174 |
Corporate Trust and Agency Accounts | $4,000 | 68 |
Number of managed investment management and investment advisory agency accounts | $331,000 | 161 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 129 |
Other Fiduciary Accounts | $17,000 | 42 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $315,000 | 164 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $917,000 | 72 |
Personal Trust and Agency Accounts | $201,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 72 |
Employee Benefit-defined Benefit Accounts | $15,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 304 |
Corporate Trust and Agency Accounts | $530,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $68,000 | 39 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 618 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $22,000 | 380 |
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 | $2,038,000 | 125 |
Number of Managed Accounts | $1,140,000 | 161 |
Personal Trust and Agency Accounts | $488,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
Number of other employee benefit and retirement-related accounts | $277,000 | 179 |
Corporate Trust and Agency Accounts | $4,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $306,000 | 167 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 124 |
Other Fiduciary Accounts | $16,000 | 37 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $277,000 | 173 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $898,000 | 67 |
Personal Trust and Agency Accounts | $196,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 71 |
Employee Benefit-defined Benefit Accounts | $17,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 182 |
Corporate Trust and Agency Accounts | $521,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $64,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 356 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 225 |
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 | $1,982,000 | 129 |
Number of Managed Accounts | $1,080,000 | 166 |
Personal Trust and Agency Accounts | $480,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 215 |
Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
Number of other employee benefit and retirement-related accounts | $240,000 | 197 |
Corporate Trust and Agency Accounts | $4,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $289,000 | 175 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 127 |
Other Fiduciary Accounts | $18,000 | 33 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $240,000 | 193 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $902,000 | 66 |
Personal Trust and Agency Accounts | $199,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 70 |
Employee Benefit-defined Benefit Accounts | $17,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 189 |
Corporate Trust and Agency Accounts | $531,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $58,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 352 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 230 |
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 | $1,926,000 | 133 |
Number of Managed Accounts | $996,000 | 180 |
Personal Trust and Agency Accounts | $496,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 216 |
Employee Benefit-defined Benefit Accounts | $3,000 | 117 |
Number of other employee benefit and retirement-related accounts | $175,000 | 231 |
Corporate Trust and Agency Accounts | $5,000 | 37 |
Number of managed investment management and investment advisory agency accounts | $253,000 | 187 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 130 |
Other Fiduciary Accounts | $18,000 | 34 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $175,000 | 223 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $930,000 | 66 |
Personal Trust and Agency Accounts | $212,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 71 |
Employee Benefit-defined Benefit Accounts | $17,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 183 |
Corporate Trust and Agency Accounts | $530,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $69,000 | 34 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 52 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $12,000 | 309 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 222 |
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 | $1,926,000 | 131 |
Number of Managed Accounts | $969,000 | 185 |
Personal Trust and Agency Accounts | $506,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 256 |
Employee Benefit-defined Benefit Accounts | $3,000 | 127 |
Number of other employee benefit and retirement-related accounts | $165,000 | 261 |
Corporate Trust and Agency Accounts | $5,000 | 65 |
Number of managed investment management and investment advisory agency accounts | $226,000 | 205 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 134 |
Other Fiduciary Accounts | $18,000 | 40 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 250 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $957,000 | 70 |
Personal Trust and Agency Accounts | $218,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 72 |
Employee Benefit-defined Benefit Accounts | $16,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 316 |
Corporate Trust and Agency Accounts | $547,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $71,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $23,000 | 399 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 393 |
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 | $1,868,000 | 134 |
Number of Managed Accounts | $924,000 | 193 |
Personal Trust and Agency Accounts | $486,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 219 |
Employee Benefit-defined Benefit Accounts | $3,000 | 119 |
Number of other employee benefit and retirement-related accounts | $149,000 | 242 |
Corporate Trust and Agency Accounts | $5,000 | 42 |
Number of managed investment management and investment advisory agency accounts | $216,000 | 201 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 128 |
Other Fiduciary Accounts | $19,000 | 32 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $149,000 | 235 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $944,000 | 65 |
Personal Trust and Agency Accounts | $218,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $78,000 | 68 |
Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 176 |
Corporate Trust and Agency Accounts | $515,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 26 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $22,000 | 272 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 212 |
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 | $1,936,000 | 128 |
Number of Managed Accounts | $916,000 | 190 |
Personal Trust and Agency Accounts | $484,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 206 |
Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
Number of other employee benefit and retirement-related accounts | $138,000 | 250 |
Corporate Trust and Agency Accounts | $5,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $220,000 | 199 |
Number of foundation and endowment trust and agency accounts, managed assets | $43,000 | 128 |
Other Fiduciary Accounts | $19,000 | 34 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $138,000 | 241 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,020,000 | 63 |
Personal Trust and Agency Accounts | $211,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $85,000 | 65 |
Employee Benefit-defined Benefit Accounts | $16,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 176 |
Corporate Trust and Agency Accounts | $590,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $88,000 | 25 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 50 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $23,000 | 265 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 209 |
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 | $1,957,000 | 120 |
Number of Managed Accounts | $938,000 | 184 |
Personal Trust and Agency Accounts | $494,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 206 |
Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
Number of other employee benefit and retirement-related accounts | $139,000 | 249 |
Corporate Trust and Agency Accounts | $5,000 | 43 |
Number of managed investment management and investment advisory agency accounts | $229,000 | 196 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 125 |
Other Fiduciary Accounts | $20,000 | 33 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $139,000 | 239 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,019,000 | 63 |
Personal Trust and Agency Accounts | $213,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 63 |
Employee Benefit-defined Benefit Accounts | $16,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 167 |
Corporate Trust and Agency Accounts | $581,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $89,000 | 23 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 49 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $25,000 | 266 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 201 |
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 | $2,001,000 | 117 |
Number of Managed Accounts | $946,000 | 178 |
Personal Trust and Agency Accounts | $505,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 261 |
Employee Benefit-defined Benefit Accounts | $1,000 | 187 |
Number of other employee benefit and retirement-related accounts | $138,000 | 274 |
Corporate Trust and Agency Accounts | $6,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $229,000 | 199 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 127 |
Other Fiduciary Accounts | $20,000 | 40 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $138,000 | 260 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $1,055,000 | 64 |
Personal Trust and Agency Accounts | $216,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 68 |
Employee Benefit-defined Benefit Accounts | $16,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $29,000 | 269 |
Corporate Trust and Agency Accounts | $614,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 53 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $25,000 | 392 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 335 |
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 | $1,972,000 | 119 |
Number of Managed Accounts | $904,000 | 185 |
Personal Trust and Agency Accounts | $522,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 220 |
Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
Number of other employee benefit and retirement-related accounts | $136,000 | 246 |
Corporate Trust and Agency Accounts | $4,000 | 49 |
Number of managed investment management and investment advisory agency accounts | $185,000 | 215 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 123 |
Other Fiduciary Accounts | $9,000 | 48 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $136,000 | 234 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,068,000 | 61 |
Personal Trust and Agency Accounts | $223,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 84 |
Employee Benefit-defined Benefit Accounts | $5,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $71,000 | 100 |
Corporate Trust and Agency Accounts | $630,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $74,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $30,000 | 256 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 199 |
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 | $1,981,000 | 120 |
Number of Managed Accounts | $909,000 | 183 |
Personal Trust and Agency Accounts | $527,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 223 |
Employee Benefit-defined Benefit Accounts | $1,000 | 163 |
Number of other employee benefit and retirement-related accounts | $140,000 | 244 |
Corporate Trust and Agency Accounts | $4,000 | 49 |
Number of managed investment management and investment advisory agency accounts | $181,000 | 220 |
Number of foundation and endowment trust and agency accounts, managed assets | $44,000 | 123 |
Other Fiduciary Accounts | $9,000 | 55 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $140,000 | 234 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,072,000 | 61 |
Personal Trust and Agency Accounts | $225,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 86 |
Employee Benefit-defined Benefit Accounts | $5,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $72,000 | 100 |
Corporate Trust and Agency Accounts | $630,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $74,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 51 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $29,000 | 264 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 197 |
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 | $1,982,000 | 119 |
Number of Managed Accounts | $906,000 | 182 |
Personal Trust and Agency Accounts | $525,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 225 |
Employee Benefit-defined Benefit Accounts | $1,000 | 162 |
Number of other employee benefit and retirement-related accounts | $133,000 | 250 |
Corporate Trust and Agency Accounts | $4,000 | 49 |
Number of managed investment management and investment advisory agency accounts | $183,000 | 222 |
Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 119 |
Other Fiduciary Accounts | $11,000 | 53 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $133,000 | 236 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,076,000 | 62 |
Personal Trust and Agency Accounts | $223,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 86 |
Employee Benefit-defined Benefit Accounts | $5,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $75,000 | 96 |
Corporate Trust and Agency Accounts | $634,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $74,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 45 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $30,000 | 260 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 201 |
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 | $1,979,000 | 121 |
Number of Managed Accounts | $903,000 | 186 |
Personal Trust and Agency Accounts | $522,000 | 112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 283 |
Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
Number of other employee benefit and retirement-related accounts | $138,000 | 265 |
Corporate Trust and Agency Accounts | $4,000 | 84 |
Number of managed investment management and investment advisory agency accounts | $178,000 | 230 |
Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 121 |
Other Fiduciary Accounts | $11,000 | 68 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $138,000 | 251 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $1,076,000 | 65 |
Personal Trust and Agency Accounts | $221,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 96 |
Employee Benefit-defined Benefit Accounts | $5,000 | 67 |
Number non-managed other employee benefit and retirement-related accounts | $71,000 | 152 |
Corporate Trust and Agency Accounts | $641,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $74,000 | 29 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 49 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda | ||
Custody and Safekeeping Accounts | $30,000 | 381 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 402 |
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 | $1,969,000 | 118 |
Number of Managed Accounts | $897,000 | 185 |
Personal Trust and Agency Accounts | $521,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 227 |
Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
Number of other employee benefit and retirement-related accounts | $132,000 | 245 |
Corporate Trust and Agency Accounts | $4,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $180,000 | 224 |
Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 116 |
Other Fiduciary Accounts | $10,000 | 55 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $132,000 | 233 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,072,000 | 61 |
Personal Trust and Agency Accounts | $213,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 89 |
Employee Benefit-defined Benefit Accounts | $5,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $71,000 | 99 |
Corporate Trust and Agency Accounts | $646,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $73,000 | 27 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 50 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $25,000 | 276 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 211 |
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 | $2,009,000 | 118 |
Number of Managed Accounts | $888,000 | 190 |
Personal Trust and Agency Accounts | $517,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,000 | 232 |
Employee Benefit-defined Benefit Accounts | $1,000 | 164 |
Number of other employee benefit and retirement-related accounts | $128,000 | 250 |
Corporate Trust and Agency Accounts | $4,000 | 49 |
Number of managed investment management and investment advisory agency accounts | $181,000 | 223 |
Number of foundation and endowment trust and agency accounts, managed assets | $46,000 | 116 |
Other Fiduciary Accounts | $8,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $128,000 | 235 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,121,000 | 60 |
Personal Trust and Agency Accounts | $217,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 85 |
Employee Benefit-defined Benefit Accounts | $5,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $110,000 | 77 |
Corporate Trust and Agency Accounts | $648,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $72,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 49 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $26,000 | 281 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 214 |
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 | $2,030,000 | 115 |
Number of Managed Accounts | $911,000 | 178 |
Personal Trust and Agency Accounts | $531,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 221 |
Employee Benefit-defined Benefit Accounts | $1,000 | 165 |
Number of other employee benefit and retirement-related accounts | $134,000 | 245 |
Corporate Trust and Agency Accounts | $5,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $225,000 | 198 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
Other Fiduciary Accounts | $11,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $131,000 | 229 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,119,000 | 61 |
Personal Trust and Agency Accounts | $216,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 88 |
Employee Benefit-defined Benefit Accounts | $2,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $108,000 | 85 |
Corporate Trust and Agency Accounts | $647,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 29 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Custody and Safekeeping Accounts | $29,000 | 271 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 233 |
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 | $1,998,000 | 118 |
Number of Managed Accounts | $908,000 | 179 |
Personal Trust and Agency Accounts | $530,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 271 |
Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
Number of other employee benefit and retirement-related accounts | $137,000 | 270 |
Corporate Trust and Agency Accounts | $4,000 | 81 |
Number of managed investment management and investment advisory agency accounts | $222,000 | 201 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
Other Fiduciary Accounts | $10,000 | 70 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $134,000 | 252 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $1,090,000 | 66 |
Personal Trust and Agency Accounts | $216,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 93 |
Employee Benefit-defined Benefit Accounts | $2,000 | 93 |
Number non-managed other employee benefit and retirement-related accounts | $108,000 | 124 |
Corporate Trust and Agency Accounts | $616,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 26 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $60,000 | 270 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $21,000 | 429 |
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 | $1,712,000 | 130 |
Number of Managed Accounts | $888,000 | 185 |
Personal Trust and Agency Accounts | $527,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 221 |
Employee Benefit-defined Benefit Accounts | $1,000 | 172 |
Number of other employee benefit and retirement-related accounts | $128,000 | 241 |
Corporate Trust and Agency Accounts | $5,000 | 49 |
Number of managed investment management and investment advisory agency accounts | $213,000 | 204 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
Other Fiduciary Accounts | $10,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $125,000 | 229 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $824,000 | 72 |
Personal Trust and Agency Accounts | $209,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 89 |
Employee Benefit-defined Benefit Accounts | $2,000 | 84 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 78 |
Corporate Trust and Agency Accounts | $359,000 | 39 |
Number of investment management and advisory agency accounts, non-managed assets | $82,000 | 26 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $60,000 | 208 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 219 |
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 | $1,700,000 | 129 |
Number of Managed Accounts | $881,000 | 183 |
Personal Trust and Agency Accounts | $524,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,000 | 220 |
Employee Benefit-defined Benefit Accounts | $1,000 | 171 |
Number of other employee benefit and retirement-related accounts | $132,000 | 237 |
Corporate Trust and Agency Accounts | $5,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $206,000 | 205 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
Other Fiduciary Accounts | $9,000 | 53 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $129,000 | 224 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $819,000 | 73 |
Personal Trust and Agency Accounts | $200,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 85 |
Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $111,000 | 79 |
Corporate Trust and Agency Accounts | $361,000 | 37 |
Number of investment management and advisory agency accounts, non-managed assets | $84,000 | 26 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $62,000 | 205 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 218 |
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 | $1,699,000 | 131 |
Number of Managed Accounts | $878,000 | 183 |
Personal Trust and Agency Accounts | $508,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 217 |
Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
Number of other employee benefit and retirement-related accounts | $120,000 | 242 |
Corporate Trust and Agency Accounts | $9,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $225,000 | 195 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
Other Fiduciary Accounts | $10,000 | 51 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $117,000 | 228 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $821,000 | 75 |
Personal Trust and Agency Accounts | $196,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 91 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $120,000 | 80 |
Corporate Trust and Agency Accounts | $360,000 | 37 |
Number of investment management and advisory agency accounts, non-managed assets | $84,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $57,000 | 217 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# 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 | $1,713,000 | 134 |
Number of Managed Accounts | $873,000 | 184 |
Personal Trust and Agency Accounts | $511,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 260 |
Employee Benefit-defined Benefit Accounts | $1,000 | 212 |
Number of other employee benefit and retirement-related accounts | $114,000 | 282 |
Corporate Trust and Agency Accounts | $9,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $223,000 | 198 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
Other Fiduciary Accounts | $10,000 | 70 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $111,000 | 263 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $840,000 | 80 |
Personal Trust and Agency Accounts | $200,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 104 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $122,000 | 117 |
Corporate Trust and Agency Accounts | $369,000 | 37 |
Number of investment management and advisory agency accounts, non-managed assets | $88,000 | 28 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda | ||
Custody and Safekeeping Accounts | $64,000 | 276 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $32,000 | 354 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,690,000 | 130 |
Number of Managed Accounts | $853,000 | 178 |
Personal Trust and Agency Accounts | $500,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 217 |
Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
Number of other employee benefit and retirement-related accounts | $108,000 | 242 |
Corporate Trust and Agency Accounts | $9,000 | 37 |
Number of managed investment management and investment advisory agency accounts | $221,000 | 188 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $9,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $105,000 | 227 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $837,000 | 74 |
Personal Trust and Agency Accounts | $199,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 97 |
Employee Benefit-defined Benefit Accounts | $3,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $124,000 | 77 |
Corporate Trust and Agency Accounts | $367,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $86,000 | 27 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $63,000 | 204 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $34,000 | 189 |
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 | $1,707,000 | 130 |
Number of Managed Accounts | $852,000 | 177 |
Personal Trust and Agency Accounts | $502,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 217 |
Employee Benefit-defined Benefit Accounts | $1,000 | 176 |
Number of other employee benefit and retirement-related accounts | $106,000 | 243 |
Corporate Trust and Agency Accounts | $10,000 | 35 |
Number of managed investment management and investment advisory agency accounts | $219,000 | 187 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $9,000 | 52 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $103,000 | 228 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $855,000 | 73 |
Personal Trust and Agency Accounts | $204,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 98 |
Employee Benefit-defined Benefit Accounts | $3,000 | 80 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 78 |
Corporate Trust and Agency Accounts | $380,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 26 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $66,000 | 200 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 192 |
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 | $1,702,000 | 135 |
Number of Managed Accounts | $846,000 | 179 |
Personal Trust and Agency Accounts | $502,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,000 | 219 |
Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
Number of other employee benefit and retirement-related accounts | $103,000 | 246 |
Corporate Trust and Agency Accounts | $11,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $216,000 | 189 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other Fiduciary Accounts | $8,000 | 53 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $100,000 | 229 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $856,000 | 74 |
Personal Trust and Agency Accounts | $204,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 98 |
Employee Benefit-defined Benefit Accounts | $3,000 | 79 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 84 |
Corporate Trust and Agency Accounts | $382,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 25 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $70,000 | 196 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 192 |
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 | $1,690,000 | 138 |
Number of Managed Accounts | $847,000 | 179 |
Personal Trust and Agency Accounts | $514,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 242 |
Employee Benefit-defined Benefit Accounts | $1,000 | 221 |
Number of other employee benefit and retirement-related accounts | $100,000 | 294 |
Corporate Trust and Agency Accounts | $11,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $209,000 | 201 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
Other Fiduciary Accounts | $5,000 | 99 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $97,000 | 273 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $843,000 | 82 |
Personal Trust and Agency Accounts | $190,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 109 |
Employee Benefit-defined Benefit Accounts | $3,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 121 |
Corporate Trust and Agency Accounts | $381,000 | 36 |
Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 25 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $68,000 | 280 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $35,000 | 355 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,652,000 | 132 |
Number of Managed Accounts | $818,000 | 181 |
Personal Trust and Agency Accounts | $496,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 194 |
Employee Benefit-defined Benefit Accounts | $1,000 | 180 |
Number of other employee benefit and retirement-related accounts | $97,000 | 245 |
Corporate Trust and Agency Accounts | $11,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $201,000 | 195 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $5,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,000 | 226 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $834,000 | 73 |
Personal Trust and Agency Accounts | $184,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 97 |
Employee Benefit-defined Benefit Accounts | $3,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $128,000 | 72 |
Corporate Trust and Agency Accounts | $379,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $83,000 | 22 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $73,000 | 187 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 181 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,687,000 | 127 |
Number of Managed Accounts | $818,000 | 181 |
Personal Trust and Agency Accounts | $495,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 200 |
Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
Number of other employee benefit and retirement-related accounts | $97,000 | 245 |
Corporate Trust and Agency Accounts | $12,000 | 31 |
Number of managed investment management and investment advisory agency accounts | $202,000 | 195 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $4,000 | 61 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $95,000 | 223 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $869,000 | 70 |
Personal Trust and Agency Accounts | $188,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 100 |
Employee Benefit-defined Benefit Accounts | $3,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $133,000 | 75 |
Corporate Trust and Agency Accounts | $402,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $83,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $68,000 | 199 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 169 |
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 | $1,711,000 | 129 |
Number of Managed Accounts | $811,000 | 181 |
Personal Trust and Agency Accounts | $489,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 209 |
Employee Benefit-defined Benefit Accounts | $1,000 | 183 |
Number of other employee benefit and retirement-related accounts | $97,000 | 242 |
Corporate Trust and Agency Accounts | $12,000 | 29 |
Number of managed investment management and investment advisory agency accounts | $202,000 | 195 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other Fiduciary Accounts | $4,000 | 60 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $95,000 | 220 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $900,000 | 67 |
Personal Trust and Agency Accounts | $190,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 99 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $130,000 | 76 |
Corporate Trust and Agency Accounts | $429,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 24 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $51,000 | 227 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 180 |
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 | $1,711,000 | 134 |
Number of Managed Accounts | $795,000 | 183 |
Personal Trust and Agency Accounts | $480,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 271 |
Employee Benefit-defined Benefit Accounts | $1,000 | 228 |
Number of other employee benefit and retirement-related accounts | $90,000 | 299 |
Corporate Trust and Agency Accounts | $11,000 | 57 |
Number of managed investment management and investment advisory agency accounts | $205,000 | 200 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other Fiduciary Accounts | $2,000 | 148 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $88,000 | 279 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $916,000 | 73 |
Personal Trust and Agency Accounts | $209,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 110 |
Employee Benefit-defined Benefit Accounts | $3,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $130,000 | 116 |
Corporate Trust and Agency Accounts | $425,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $90,000 | 20 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $49,000 | 354 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 348 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,708,000 | 128 |
Number of Managed Accounts | $782,000 | 181 |
Personal Trust and Agency Accounts | $474,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 212 |
Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
Number of other employee benefit and retirement-related accounts | $89,000 | 245 |
Corporate Trust and Agency Accounts | $13,000 | 30 |
Number of managed investment management and investment advisory agency accounts | $195,000 | 196 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $4,000 | 63 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 225 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $926,000 | 64 |
Personal Trust and Agency Accounts | $211,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 100 |
Employee Benefit-defined Benefit Accounts | $3,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $133,000 | 74 |
Corporate Trust and Agency Accounts | $431,000 | 33 |
Number of investment management and advisory agency accounts, non-managed assets | $89,000 | 16 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $47,000 | 236 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $41,000 | 169 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,722,000 | 127 |
Number of Managed Accounts | $778,000 | 182 |
Personal Trust and Agency Accounts | $472,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 213 |
Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
Number of other employee benefit and retirement-related accounts | $89,000 | 245 |
Corporate Trust and Agency Accounts | $12,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $194,000 | 202 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $4,000 | 64 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 224 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $944,000 | 64 |
Personal Trust and Agency Accounts | $215,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 99 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $132,000 | 77 |
Corporate Trust and Agency Accounts | $444,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $90,000 | 16 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $45,000 | 241 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $40,000 | 170 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,727,000 | 122 |
Number of Managed Accounts | $787,000 | 180 |
Personal Trust and Agency Accounts | $479,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 207 |
Employee Benefit-defined Benefit Accounts | $1,000 | 191 |
Number of other employee benefit and retirement-related accounts | $89,000 | 245 |
Corporate Trust and Agency Accounts | $12,000 | 37 |
Number of managed investment management and investment advisory agency accounts | $195,000 | 196 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
Other Fiduciary Accounts | $4,000 | 63 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 218 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $940,000 | 69 |
Personal Trust and Agency Accounts | $214,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 101 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $139,000 | 74 |
Corporate Trust and Agency Accounts | $438,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | $89,000 | 18 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $41,000 | 248 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $47,000 | 160 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,780,000 | 118 |
Number of Managed Accounts | $786,000 | 192 |
Personal Trust and Agency Accounts | $477,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 291 |
Employee Benefit-defined Benefit Accounts | $1,000 | 240 |
Number of other employee benefit and retirement-related accounts | $89,000 | 302 |
Corporate Trust and Agency Accounts | $12,000 | 66 |
Number of managed investment management and investment advisory agency accounts | $197,000 | 205 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
Other Fiduciary Accounts | $4,000 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $87,000 | 268 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $994,000 | 76 |
Personal Trust and Agency Accounts | $215,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 111 |
Employee Benefit-defined Benefit Accounts | $3,000 | 96 |
Number non-managed other employee benefit and retirement-related accounts | $139,000 | 122 |
Corporate Trust and Agency Accounts | $489,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $88,000 | 20 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $44,000 | 385 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $48,000 | 306 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,758,000 | 112 |
Number of Managed Accounts | $792,000 | 178 |
Personal Trust and Agency Accounts | $489,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 215 |
Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
Number of other employee benefit and retirement-related accounts | $81,000 | 242 |
Corporate Trust and Agency Accounts | $12,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $199,000 | 186 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other Fiduciary Accounts | $4,000 | 66 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $81,000 | 212 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $966,000 | 70 |
Personal Trust and Agency Accounts | $204,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 106 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $128,000 | 78 |
Corporate Trust and Agency Accounts | $479,000 | 31 |
Number of investment management and advisory agency accounts, non-managed assets | $93,000 | 18 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $42,000 | 250 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $38,000 | 168 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,734,000 | 120 |
Number of Managed Accounts | $802,000 | 178 |
Personal Trust and Agency Accounts | $497,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 216 |
Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
Number of other employee benefit and retirement-related accounts | $82,000 | 241 |
Corporate Trust and Agency Accounts | $12,000 | 36 |
Number of managed investment management and investment advisory agency accounts | $200,000 | 189 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $4,000 | 70 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $82,000 | 207 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $932,000 | 71 |
Personal Trust and Agency Accounts | $204,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 105 |
Employee Benefit-defined Benefit Accounts | $3,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $125,000 | 76 |
Corporate Trust and Agency Accounts | $454,000 | 32 |
Number of investment management and advisory agency accounts, non-managed assets | $87,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $37,000 | 261 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $34,000 | 174 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,752,000 | 119 |
Number of Managed Accounts | $811,000 | 176 |
Personal Trust and Agency Accounts | $510,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 217 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $84,000 | 237 |
Corporate Trust and Agency Accounts | $17,000 | 29 |
Number of managed investment management and investment advisory agency accounts | $191,000 | 194 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
Other Fiduciary Accounts | $3,000 | 75 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $84,000 | 201 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $941,000 | 72 |
Personal Trust and Agency Accounts | $204,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 105 |
Employee Benefit-defined Benefit Accounts | $4,000 | 82 |
Number non-managed other employee benefit and retirement-related accounts | $134,000 | 72 |
Corporate Trust and Agency Accounts | $454,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 17 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $32,000 | 274 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $28,000 | 185 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,750,000 | 129 |
Number of Managed Accounts | $811,000 | 186 |
Personal Trust and Agency Accounts | $511,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 287 |
Employee Benefit-defined Benefit Accounts | $1,000 | 248 |
Number of other employee benefit and retirement-related accounts | $83,000 | 316 |
Corporate Trust and Agency Accounts | $17,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $189,000 | 210 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
Other Fiduciary Accounts | $4,000 | 132 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $83,000 | 264 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $939,000 | 83 |
Personal Trust and Agency Accounts | $206,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 103 |
Employee Benefit-defined Benefit Accounts | $3,000 | 103 |
Number non-managed other employee benefit and retirement-related accounts | $131,000 | 130 |
Corporate Trust and Agency Accounts | $446,000 | 38 |
Number of investment management and advisory agency accounts, non-managed assets | $85,000 | 16 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $34,000 | 437 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $165,000 | 109 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,736,000 | 122 |
Number of Managed Accounts | $810,000 | 181 |
Personal Trust and Agency Accounts | $516,000 | 112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 212 |
Employee Benefit-defined Benefit Accounts | $1,000 | 184 |
Number of other employee benefit and retirement-related accounts | $83,000 | 223 |
Corporate Trust and Agency Accounts | $18,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $181,000 | 211 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 67 |
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 | $926,000 | 74 |
Personal Trust and Agency Accounts | $290,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $67,000 | 100 |
Employee Benefit-defined Benefit Accounts | $3,000 | 94 |
Number non-managed other employee benefit and retirement-related accounts | $131,000 | 76 |
Corporate Trust and Agency Accounts | $435,000 | 35 |
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 | $36,000 | 263 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,709,000 | 123 |
Number of Managed Accounts | $804,000 | 184 |
Personal Trust and Agency Accounts | $519,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 223 |
Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
Number of other employee benefit and retirement-related accounts | $84,000 | 228 |
Corporate Trust and Agency Accounts | $11,000 | 45 |
Number of managed investment management and investment advisory agency accounts | $178,000 | 211 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 68 |
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 | $905,000 | 75 |
Personal Trust and Agency Accounts | $299,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $66,000 | 104 |
Employee Benefit-defined Benefit Accounts | $3,000 | 93 |
Number non-managed other employee benefit and retirement-related accounts | $132,000 | 78 |
Corporate Trust and Agency Accounts | $405,000 | 34 |
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 | $37,000 | 268 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,676,000 | 120 |
Number of Managed Accounts | $837,000 | 176 |
Personal Trust and Agency Accounts | $547,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 226 |
Employee Benefit-defined Benefit Accounts | $2,000 | 164 |
Number of other employee benefit and retirement-related accounts | $84,000 | 225 |
Corporate Trust and Agency Accounts | $11,000 | 47 |
Number of managed investment management and investment advisory agency accounts | $182,000 | 211 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 70 |
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 | $839,000 | 76 |
Personal Trust and Agency Accounts | $214,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $67,000 | 103 |
Employee Benefit-defined Benefit Accounts | $3,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $149,000 | 75 |
Corporate Trust and Agency Accounts | $406,000 | 34 |
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 | $35,000 | 277 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,678,000 | 135 |
Number of Managed Accounts | $825,000 | 188 |
Personal Trust and Agency Accounts | $538,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 322 |
Employee Benefit-defined Benefit Accounts | $2,000 | 195 |
Number of other employee benefit and retirement-related accounts | $84,000 | 307 |
Corporate Trust and Agency Accounts | $11,000 | 83 |
Number of managed investment management and investment advisory agency accounts | $178,000 | 232 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $6,000 | 107 |
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 | $853,000 | 91 |
Personal Trust and Agency Accounts | $215,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 114 |
Employee Benefit-defined Benefit Accounts | $3,000 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $150,000 | 123 |
Corporate Trust and Agency Accounts | $417,000 | 38 |
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 | $40,000 | 420 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,682,000 | 125 |
Number of Managed Accounts | $825,000 | 178 |
Personal Trust and Agency Accounts | $541,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,000 | 237 |
Employee Benefit-defined Benefit Accounts | $2,000 | 165 |
Number of other employee benefit and retirement-related accounts | $80,000 | 241 |
Corporate Trust and Agency Accounts | $11,000 | 46 |
Number of managed investment management and investment advisory agency accounts | $179,000 | 214 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $6,000 | 72 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $857,000 | 79 |
Personal Trust and Agency Accounts | $216,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 99 |
Employee Benefit-defined Benefit Accounts | $3,000 | 100 |
Number non-managed other employee benefit and retirement-related accounts | $150,000 | 74 |
Corporate Trust and Agency Accounts | $420,000 | 35 |
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 | $41,000 | 283 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,705,000 | 128 |
Number of Managed Accounts | $836,000 | 182 |
Personal Trust and Agency Accounts | $545,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,000 | 228 |
Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
Number of other employee benefit and retirement-related accounts | $79,000 | 242 |
Corporate Trust and Agency Accounts | $11,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $185,000 | 215 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 66 |
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 | $869,000 | 81 |
Personal Trust and Agency Accounts | $222,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $67,000 | 107 |
Employee Benefit-defined Benefit Accounts | $3,000 | 106 |
Number non-managed other employee benefit and retirement-related accounts | $150,000 | 75 |
Corporate Trust and Agency Accounts | $427,000 | 38 |
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 | $45,000 | 275 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,708,000 | 129 |
Number of Managed Accounts | $834,000 | 186 |
Personal Trust and Agency Accounts | $541,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 218 |
Employee Benefit-defined Benefit Accounts | $2,000 | 162 |
Number of other employee benefit and retirement-related accounts | $77,000 | 244 |
Corporate Trust and Agency Accounts | $10,000 | 52 |
Number of managed investment management and investment advisory agency accounts | $187,000 | 217 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $8,000 | 70 |
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 | $874,000 | 80 |
Personal Trust and Agency Accounts | $222,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 106 |
Employee Benefit-defined Benefit Accounts | $3,000 | 106 |
Number non-managed other employee benefit and retirement-related accounts | $175,000 | 66 |
Corporate Trust and Agency Accounts | $406,000 | 38 |
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 | $45,000 | 284 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,685,000 | 134 |
Number of Managed Accounts | $810,000 | 194 |
Personal Trust and Agency Accounts | $540,000 | 122 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 250 |
Employee Benefit-defined Benefit Accounts | $2,000 | 188 |
Number of other employee benefit and retirement-related accounts | $63,000 | 350 |
Corporate Trust and Agency Accounts | $8,000 | 97 |
Number of managed investment management and investment advisory agency accounts | $177,000 | 239 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 123 |
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 | $875,000 | 89 |
Personal Trust and Agency Accounts | $225,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 119 |
Employee Benefit-defined Benefit Accounts | $3,000 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $178,000 | 108 |
Corporate Trust and Agency Accounts | $397,000 | 43 |
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 | $45,000 | 412 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,661,000 | 126 |
Number of Managed Accounts | $787,000 | 190 |
Personal Trust and Agency Accounts | $523,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 196 |
Employee Benefit-defined Benefit Accounts | $2,000 | 158 |
Number of other employee benefit and retirement-related accounts | $61,000 | 253 |
Corporate Trust and Agency Accounts | $8,000 | 54 |
Number of managed investment management and investment advisory agency accounts | $173,000 | 216 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 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 | $874,000 | 77 |
Personal Trust and Agency Accounts | $224,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 102 |
Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
Number non-managed other employee benefit and retirement-related accounts | $172,000 | 66 |
Corporate Trust and Agency Accounts | $401,000 | 39 |
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 | $46,000 | 265 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,662,000 | 126 |
Number of Managed Accounts | $782,000 | 196 |
Personal Trust and Agency Accounts | $523,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 192 |
Employee Benefit-defined Benefit Accounts | $1,000 | 195 |
Number of other employee benefit and retirement-related accounts | $61,000 | 255 |
Corporate Trust and Agency Accounts | $8,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $170,000 | 216 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 81 |
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 | $880,000 | 74 |
Personal Trust and Agency Accounts | $224,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 104 |
Employee Benefit-defined Benefit Accounts | $3,000 | 112 |
Number non-managed other employee benefit and retirement-related accounts | $178,000 | 65 |
Corporate Trust and Agency Accounts | $398,000 | 38 |
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 | $46,000 | 271 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,663,000 | 126 |
Number of Managed Accounts | $789,000 | 189 |
Personal Trust and Agency Accounts | $521,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 172 |
Employee Benefit-defined Benefit Accounts | $1,000 | 198 |
Number of other employee benefit and retirement-related accounts | $59,000 | 258 |
Corporate Trust and Agency Accounts | $8,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $176,000 | 214 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 82 |
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 | $874,000 | 72 |
Personal Trust and Agency Accounts | $221,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 97 |
Employee Benefit-defined Benefit Accounts | $3,000 | 110 |
Number non-managed other employee benefit and retirement-related accounts | $176,000 | 61 |
Corporate Trust and Agency Accounts | $390,000 | 39 |
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 | $45,000 | 272 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,730,000 | 131 |
Number of Managed Accounts | $781,000 | 199 |
Personal Trust and Agency Accounts | $517,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 221 |
Employee Benefit-defined Benefit Accounts | $1,000 | 267 |
Number of other employee benefit and retirement-related accounts | $56,000 | 347 |
Corporate Trust and Agency Accounts | $8,000 | 112 |
Number of managed investment management and investment advisory agency accounts | $174,000 | 231 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $6,000 | 126 |
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 | $949,000 | 83 |
Personal Trust and Agency Accounts | $219,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 115 |
Employee Benefit-defined Benefit Accounts | $3,000 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $251,000 | 74 |
Corporate Trust and Agency Accounts | $392,000 | 39 |
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 | $45,000 | 420 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,748,000 | 127 |
Number of Managed Accounts | $778,000 | 196 |
Personal Trust and Agency Accounts | $520,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 176 |
Employee Benefit-defined Benefit Accounts | $1,000 | 202 |
Number of other employee benefit and retirement-related accounts | $53,000 | 255 |
Corporate Trust and Agency Accounts | $9,000 | 57 |
Number of managed investment management and investment advisory agency accounts | $169,000 | 218 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $6,000 | 78 |
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 | $970,000 | 74 |
Personal Trust and Agency Accounts | $220,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 99 |
Employee Benefit-defined Benefit Accounts | $3,000 | 113 |
Number non-managed other employee benefit and retirement-related accounts | $278,000 | 47 |
Corporate Trust and Agency Accounts | $382,000 | 42 |
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 | $42,000 | 271 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,784,000 | 133 |
Number of Managed Accounts | $785,000 | 198 |
Personal Trust and Agency Accounts | $528,000 | 136 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 177 |
Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
Number of other employee benefit and retirement-related accounts | $52,000 | 258 |
Corporate Trust and Agency Accounts | $9,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $167,000 | 218 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 81 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $999,000 | 73 |
Personal Trust and Agency Accounts | $231,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 102 |
Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
Number non-managed other employee benefit and retirement-related accounts | $274,000 | 45 |
Corporate Trust and Agency Accounts | $399,000 | 43 |
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 | $47,000 | 266 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,774,000 | 131 |
Number of Managed Accounts | $789,000 | 197 |
Personal Trust and Agency Accounts | $529,000 | 137 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 179 |
Employee Benefit-defined Benefit Accounts | $1,000 | 211 |
Number of other employee benefit and retirement-related accounts | $52,000 | 258 |
Corporate Trust and Agency Accounts | $6,000 | 63 |
Number of managed investment management and investment advisory agency accounts | $172,000 | 215 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 84 |
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 | $985,000 | 73 |
Personal Trust and Agency Accounts | $217,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $95,000 | 103 |
Employee Benefit-defined Benefit Accounts | $3,000 | 121 |
Number non-managed other employee benefit and retirement-related accounts | $276,000 | 48 |
Corporate Trust and Agency Accounts | $394,000 | 43 |
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 | $43,000 | 279 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,930,000 | 130 |
Number of Managed Accounts | $852,000 | 189 |
Personal Trust and Agency Accounts | $571,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 214 |
Employee Benefit-defined Benefit Accounts | $1,000 | 298 |
Number of other employee benefit and retirement-related accounts | $54,000 | 343 |
Corporate Trust and Agency Accounts | $7,000 | 124 |
Number of managed investment management and investment advisory agency accounts | $187,000 | 215 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $8,000 | 126 |
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 | $1,078,000 | 79 |
Personal Trust and Agency Accounts | $218,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $109,000 | 108 |
Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $307,000 | 60 |
Corporate Trust and Agency Accounts | $441,000 | 39 |
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 | $58,000 | 373 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,835,000 | 124 |
Number of Managed Accounts | $828,000 | 184 |
Personal Trust and Agency Accounts | $559,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 174 |
Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
Number of other employee benefit and retirement-related accounts | $54,000 | 242 |
Corporate Trust and Agency Accounts | $7,000 | 64 |
Number of managed investment management and investment advisory agency accounts | $175,000 | 199 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $8,000 | 78 |
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 | $1,007,000 | 70 |
Personal Trust and Agency Accounts | $208,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 98 |
Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $305,000 | 44 |
Corporate Trust and Agency Accounts | $383,000 | 43 |
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 | $54,000 | 248 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,800,000 | 125 |
Number of Managed Accounts | $815,000 | 184 |
Personal Trust and Agency Accounts | $551,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 179 |
Employee Benefit-defined Benefit Accounts | $1,000 | 208 |
Number of other employee benefit and retirement-related accounts | $52,000 | 255 |
Corporate Trust and Agency Accounts | $9,000 | 60 |
Number of managed investment management and investment advisory agency accounts | $171,000 | 206 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 80 |
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 | $985,000 | 73 |
Personal Trust and Agency Accounts | $195,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 95 |
Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
Number non-managed other employee benefit and retirement-related accounts | $302,000 | 47 |
Corporate Trust and Agency Accounts | $377,000 | 43 |
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 | $51,000 | 259 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,771,000 | 127 |
Number of Managed Accounts | $806,000 | 186 |
Personal Trust and Agency Accounts | $550,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $24,000 | 184 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $49,000 | 258 |
Corporate Trust and Agency Accounts | $9,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $167,000 | 206 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $7,000 | 83 |
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 | $965,000 | 80 |
Personal Trust and Agency Accounts | $190,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $108,000 | 102 |
Employee Benefit-defined Benefit Accounts | $4,000 | 110 |
Number non-managed other employee benefit and retirement-related accounts | $303,000 | 47 |
Corporate Trust and Agency Accounts | $360,000 | 43 |
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 | $47,000 | 267 |
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 | $2,021,000 | 126 |
Number of Managed Accounts | $925,000 | 170 |
Personal Trust and Agency Accounts | $579,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $38,000 | 166 |
Employee Benefit-defined Benefit Accounts | $0 | 445 |
Number of other employee benefit and retirement-related accounts | $118,000 | 207 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $176,000 | 218 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $14,000 | 101 |
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 | $1,096,000 | 83 |
Personal Trust and Agency Accounts | $196,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $119,000 | 109 |
Employee Benefit-defined Benefit Accounts | $4,000 | 140 |
Number non-managed other employee benefit and retirement-related accounts | $334,000 | 62 |
Corporate Trust and Agency Accounts | $442,000 | 38 |
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 | $1,000 | 238 |
Memoranda | ||
Custody and Safekeeping Accounts | $65,000 | 359 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,981,000 | 118 |
Number of Managed Accounts | $902,000 | 172 |
Personal Trust and Agency Accounts | $565,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $37,000 | 151 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $118,000 | 166 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $169,000 | 198 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $13,000 | 61 |
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 | $1,079,000 | 77 |
Personal Trust and Agency Accounts | $191,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $118,000 | 100 |
Employee Benefit-defined Benefit Accounts | $4,000 | 112 |
Number non-managed other employee benefit and retirement-related accounts | $334,000 | 45 |
Corporate Trust and Agency Accounts | $432,000 | 38 |
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 | $60,000 | 256 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,931,000 | 123 |
Number of Managed Accounts | $896,000 | 171 |
Personal Trust and Agency Accounts | $560,000 | 134 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $37,000 | 155 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $118,000 | 168 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $168,000 | 196 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $13,000 | 62 |
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 | $1,035,000 | 83 |
Personal Trust and Agency Accounts | $190,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $118,000 | 107 |
Employee Benefit-defined Benefit Accounts | $4,000 | 117 |
Number non-managed other employee benefit and retirement-related accounts | $332,000 | 46 |
Corporate Trust and Agency Accounts | $391,000 | 44 |
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 | $47,000 | 283 |
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 | $2,012,000 | 118 |
Number of Managed Accounts | $885,000 | 173 |
Personal Trust and Agency Accounts | $554,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $36,000 | 157 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $117,000 | 167 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $165,000 | 200 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $13,000 | 65 |
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 | $1,127,000 | 76 |
Personal Trust and Agency Accounts | $191,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $117,000 | 106 |
Employee Benefit-defined Benefit Accounts | $4,000 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $333,000 | 45 |
Corporate Trust and Agency Accounts | $365,000 | 48 |
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 | $117,000 | 35 |
Memoranda | ||
Custody and Safekeeping Accounts | $42,000 | 300 |
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 | $2,010,000 | 130 |
Number of Managed Accounts | $739,000 | 210 |
Personal Trust and Agency Accounts | $378,000 | 193 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $66,000 | 119 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $10,000 | 576 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $272,000 | 145 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $13,000 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,271,000 | 79 |
Personal Trust and Agency Accounts | $373,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $512,000 | 53 |
Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 467 |
Corporate Trust and Agency Accounts | $362,000 | 51 |
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 | $49,000 | 449 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,966,000 | 129 |
Number of Managed Accounts | $901,000 | 175 |
Personal Trust and Agency Accounts | $547,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $64,000 | 121 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $10,000 | 331 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $265,000 | 141 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $15,000 | 80 |
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 | $1,065,000 | 86 |
Personal Trust and Agency Accounts | $186,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $494,000 | 61 |
Employee Benefit-defined Benefit Accounts | $4,000 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 232 |
Corporate Trust and Agency Accounts | $362,000 | 53 |
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 | $46,000 | 304 |
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 | $2,009,000 | 129 |
Number of Managed Accounts | $911,000 | 178 |
Personal Trust and Agency Accounts | $552,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $61,000 | 132 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $10,000 | 327 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $274,000 | 137 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $14,000 | 82 |
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 | $1,098,000 | 87 |
Personal Trust and Agency Accounts | $187,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $516,000 | 57 |
Employee Benefit-defined Benefit Accounts | $4,000 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 236 |
Corporate Trust and Agency Accounts | $371,000 | 56 |
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 | $1,000 | 140 |
Memoranda | ||
Custody and Safekeeping Accounts | $48,000 | 302 |
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 | $2,052,000 | 133 |
Number of Managed Accounts | $919,000 | 182 |
Personal Trust and Agency Accounts | $573,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 139 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $10,000 | 335 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $265,000 | 141 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $13,000 | 82 |
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 | $1,133,000 | 87 |
Personal Trust and Agency Accounts | $180,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $557,000 | 52 |
Employee Benefit-defined Benefit Accounts | $4,000 | 134 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 239 |
Corporate Trust and Agency Accounts | $373,000 | 62 |
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 | $39,000 | 331 |
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 | $2,270,000 | 130 |
Number of Managed Accounts | $923,000 | 186 |
Personal Trust and Agency Accounts | $582,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 159 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $8,000 | 617 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $264,000 | 146 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $12,000 | 123 |
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 | $1,347,000 | 82 |
Personal Trust and Agency Accounts | $180,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $778,000 | 40 |
Employee Benefit-defined Benefit Accounts | $4,000 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 450 |
Corporate Trust and Agency Accounts | $362,000 | 62 |
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 | $40,000 | 546 |
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 | $2,398,000 | 110 |
Number of Managed Accounts | $1,030,000 | 157 |
Personal Trust and Agency Accounts | $674,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 190 |
Employee Benefit-defined Benefit Accounts | $0 | 447 |
Number of other employee benefit and retirement-related accounts | $13,000 | 496 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $272,000 | 125 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $20,000 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,368,000 | 78 |
Personal Trust and Agency Accounts | $128,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $534,000 | 44 |
Employee Benefit-defined Benefit Accounts | $6,000 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $328,000 | 69 |
Corporate Trust and Agency Accounts | $371,000 | 61 |
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 | $1,000 | 249 |
Memoranda | ||
Custody and Safekeeping Accounts | $55,000 | 425 |
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 |