Home > Thrivent Trust Company > Number of Fiduciary and Related Asset Accounts
Thrivent Trust Company, 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 | $1,390,000 | 187 |
Number of Managed Accounts | $1,371,000 | 148 |
Personal Trust and Agency Accounts | $424,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 275 |
Employee Benefit-defined Benefit Accounts | $0 | 229 |
Number of other employee benefit and retirement-related accounts | $411,000 | 186 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $474,000 | 138 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 116 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $411,000 | 153 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $19,000 | 536 |
Personal Trust and Agency Accounts | $7,000 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $2,000 | 544 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 180 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 626 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,000 | 596 |
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 | $1,375,000 | 182 |
Number of Managed Accounts | $1,358,000 | 150 |
Personal Trust and Agency Accounts | $431,000 | 143 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 219 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number of other employee benefit and retirement-related accounts | $404,000 | 171 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $462,000 | 138 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 111 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $404,000 | 138 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $17,000 | 314 |
Personal Trust and Agency Accounts | $6,000 | 233 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 205 |
Employee Benefit-defined Benefit Accounts | $0 | 158 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 298 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 133 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 340 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
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 | $1,374,000 | 183 |
Number of Managed Accounts | $1,357,000 | 147 |
Personal Trust and Agency Accounts | $421,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 254 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $395,000 | 190 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $480,000 | 133 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 117 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $395,000 | 153 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $17,000 | 366 |
Personal Trust and Agency Accounts | $6,000 | 264 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 228 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 382 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $10,000 | 148 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 403 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 412 |
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 | $1,376,000 | 189 |
Number of Managed Accounts | $1,359,000 | 153 |
Personal Trust and Agency Accounts | $417,000 | 143 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 188 |
Employee Benefit-defined Benefit Accounts | $0 | 171 |
Number of other employee benefit and retirement-related accounts | $397,000 | 150 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $484,000 | 138 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 113 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $397,000 | 146 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $17,000 | 318 |
Personal Trust and Agency Accounts | $7,000 | 216 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 206 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 297 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 96 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 348 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 313 |
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 | $1,375,000 | 194 |
Number of Managed Accounts | $1,357,000 | 155 |
Personal Trust and Agency Accounts | $430,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $392,000 | 168 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $474,000 | 141 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 123 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $392,000 | 162 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $18,000 | 576 |
Personal Trust and Agency Accounts | $6,000 | 409 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 590 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $11,000 | 124 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 656 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 641 |
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 | $1,367,000 | 191 |
Number of Managed Accounts | $1,351,000 | 154 |
Personal Trust and Agency Accounts | $432,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 201 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number of other employee benefit and retirement-related accounts | $390,000 | 159 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $465,000 | 143 |
Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 115 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $390,000 | 153 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,000 | 333 |
Personal Trust and Agency Accounts | $6,000 | 231 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $1,000 | 293 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 103 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 363 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,000 | 313 |
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 | $1,421,000 | 161 |
Number of Managed Accounts | $1,387,000 | 137 |
Personal Trust and Agency Accounts | $456,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 213 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number of other employee benefit and retirement-related accounts | $395,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $472,000 | 130 |
Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 104 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $395,000 | 147 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $34,000 | 301 |
Personal Trust and Agency Accounts | $9,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 238 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 255 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 75 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 367 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 295 |
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 | $3,217,000 | 86 |
Number of Managed Accounts | $2,824,000 | 76 |
Personal Trust and Agency Accounts | $644,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 193 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $379,000 | 154 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $1,747,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $52,000 | 116 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $379,000 | 149 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $393,000 | 88 |
Personal Trust and Agency Accounts | $9,000 | 185 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 217 |
Employee Benefit-defined Benefit Accounts | $0 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 214 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $374,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 311 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 247 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,194,000 | 85 |
Number of Managed Accounts | $2,777,000 | 76 |
Personal Trust and Agency Accounts | $599,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $379,000 | 167 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $1,744,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 120 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $379,000 | 161 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $417,000 | 93 |
Personal Trust and Agency Accounts | $32,000 | 182 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
Employee Benefit-defined Benefit Accounts | $0 | 144 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 407 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $376,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 531 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 482 |
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 | $3,511,000 | 79 |
Number of Managed Accounts | $3,052,000 | 69 |
Personal Trust and Agency Accounts | $448,000 | 125 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 199 |
Employee Benefit-defined Benefit Accounts | $1,000 | 140 |
Number of other employee benefit and retirement-related accounts | $380,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $2,168,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 113 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $380,000 | 146 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $459,000 | 84 |
Personal Trust and Agency Accounts | $15,000 | 157 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 218 |
Employee Benefit-defined Benefit Accounts | $0 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 170 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $425,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 300 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 207 |
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 | $3,190,000 | 82 |
Number of Managed Accounts | $2,714,000 | 78 |
Personal Trust and Agency Accounts | $453,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 223 |
Employee Benefit-defined Benefit Accounts | $1,000 | 147 |
Number of other employee benefit and retirement-related accounts | $380,000 | 154 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $1,824,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $54,000 | 121 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $380,000 | 150 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $476,000 | 83 |
Personal Trust and Agency Accounts | $53,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 248 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 177 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $401,000 | 7 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 336 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 227 |
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 | $3,180,000 | 81 |
Number of Managed Accounts | $2,684,000 | 80 |
Personal Trust and Agency Accounts | $445,000 | 127 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 205 |
Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
Number of other employee benefit and retirement-related accounts | $381,000 | 149 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $1,800,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 113 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $381,000 | 143 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $496,000 | 79 |
Personal Trust and Agency Accounts | $60,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 218 |
Employee Benefit-defined Benefit Accounts | $0 | 120 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 167 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $415,000 | 8 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 92 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 296 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 207 |
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 | $24,321,000 | 27 |
Number of Managed Accounts | $22,090,000 | 16 |
Personal Trust and Agency Accounts | $454,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 260 |
Employee Benefit-defined Benefit Accounts | $1,000 | 170 |
Number of other employee benefit and retirement-related accounts | $381,000 | 156 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $21,196,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 117 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $381,000 | 152 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $2,231,000 | 40 |
Personal Trust and Agency Accounts | $55,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 150 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 302 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $2,156,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 522 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 389 |
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 | $23,782,000 | 27 |
Number of Managed Accounts | $21,580,000 | 16 |
Personal Trust and Agency Accounts | $445,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 204 |
Employee Benefit-defined Benefit Accounts | $1,000 | 141 |
Number of other employee benefit and retirement-related accounts | $382,000 | 145 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $20,694,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $56,000 | 108 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $382,000 | 140 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,202,000 | 38 |
Personal Trust and Agency Accounts | $48,000 | 85 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 195 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $2,139,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 93 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 296 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 228 |
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 | $23,553,000 | 27 |
Number of Managed Accounts | $21,463,000 | 16 |
Personal Trust and Agency Accounts | $448,000 | 127 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 227 |
Employee Benefit-defined Benefit Accounts | $1,000 | 149 |
Number of other employee benefit and retirement-related accounts | $384,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $20,571,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 113 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $384,000 | 145 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,090,000 | 39 |
Personal Trust and Agency Accounts | $8,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 264 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 179 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $2,059,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 340 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 222 |
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 | $23,290,000 | 27 |
Number of Managed Accounts | $21,215,000 | 16 |
Personal Trust and Agency Accounts | $446,000 | 125 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 207 |
Employee Benefit-defined Benefit Accounts | $1,000 | 142 |
Number of other employee benefit and retirement-related accounts | $393,000 | 139 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $20,316,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 106 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $393,000 | 134 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,075,000 | 39 |
Personal Trust and Agency Accounts | $14,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 179 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $2,043,000 | 3 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 302 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 217 |
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 | $22,568,000 | 27 |
Number of Managed Accounts | $20,795,000 | 16 |
Personal Trust and Agency Accounts | $448,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
Employee Benefit-defined Benefit Accounts | $1,000 | 179 |
Number of other employee benefit and retirement-related accounts | $388,000 | 150 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $19,899,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $57,000 | 113 |
Other Fiduciary Accounts | $0 | 226 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $388,000 | 144 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $1,773,000 | 45 |
Personal Trust and Agency Accounts | $13,000 | 297 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 378 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 355 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $1,745,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 125 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,000 | 513 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 436 |
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 | $22,308,000 | 27 |
Number of Managed Accounts | $20,587,000 | 16 |
Personal Trust and Agency Accounts | $436,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 211 |
Employee Benefit-defined Benefit Accounts | $1,000 | 151 |
Number of other employee benefit and retirement-related accounts | $382,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $19,708,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 103 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $382,000 | 136 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,721,000 | 45 |
Personal Trust and Agency Accounts | $11,000 | 173 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 177 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $1,691,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $7,000 | 296 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 210 |
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 | $22,414,000 | 27 |
Number of Managed Accounts | $20,886,000 | 16 |
Personal Trust and Agency Accounts | $436,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 221 |
Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
Number of other employee benefit and retirement-related accounts | $369,000 | 151 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $20,019,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 107 |
Other Fiduciary Accounts | $1,000 | 104 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $369,000 | 146 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,528,000 | 49 |
Personal Trust and Agency Accounts | $26,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 263 |
Employee Benefit-defined Benefit Accounts | $0 | 133 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 180 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $1,479,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,000 | 331 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $23,000 | 220 |
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 | $22,137,000 | 27 |
Number of Managed Accounts | $20,660,000 | 16 |
Personal Trust and Agency Accounts | $441,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 223 |
Employee Benefit-defined Benefit Accounts | $1,000 | 154 |
Number of other employee benefit and retirement-related accounts | $364,000 | 150 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $19,794,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 107 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $364,000 | 146 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,477,000 | 49 |
Personal Trust and Agency Accounts | $14,000 | 163 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 176 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $1,438,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 340 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 211 |
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 | $20,653,000 | 27 |
Number of Managed Accounts | $19,137,000 | 17 |
Personal Trust and Agency Accounts | $442,000 | 136 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 271 |
Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
Number of other employee benefit and retirement-related accounts | $365,000 | 149 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $18,267,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $60,000 | 105 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $365,000 | 143 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $1,516,000 | 51 |
Personal Trust and Agency Accounts | $12,000 | 306 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 398 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 371 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $1,488,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 84 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,000 | 528 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 451 |
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 | $20,464,000 | 28 |
Number of Managed Accounts | $18,886,000 | 18 |
Personal Trust and Agency Accounts | $437,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
Employee Benefit-defined Benefit Accounts | $1,000 | 157 |
Number of other employee benefit and retirement-related accounts | $357,000 | 143 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $18,025,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 99 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $357,000 | 139 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,578,000 | 47 |
Personal Trust and Agency Accounts | $17,000 | 161 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 246 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $1,553,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,000 | 333 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 287 |
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 | $20,723,000 | 26 |
Number of Managed Accounts | $18,830,000 | 18 |
Personal Trust and Agency Accounts | $445,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 234 |
Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
Number of other employee benefit and retirement-related accounts | $358,000 | 144 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $17,960,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $64,000 | 99 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $358,000 | 140 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,893,000 | 42 |
Personal Trust and Agency Accounts | $19,000 | 158 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 269 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 256 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $1,864,000 | 6 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 75 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,000 | 336 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 293 |
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 | $20,644,000 | 27 |
Number of Managed Accounts | $18,589,000 | 18 |
Personal Trust and Agency Accounts | $446,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
Number of other employee benefit and retirement-related accounts | $358,000 | 141 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $17,716,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $66,000 | 92 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $358,000 | 135 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $2,055,000 | 43 |
Personal Trust and Agency Accounts | $12,000 | 188 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 274 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 224 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $2,030,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,000 | 338 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 261 |
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 | $20,418,000 | 28 |
Number of Managed Accounts | $18,390,000 | 18 |
Personal Trust and Agency Accounts | $436,000 | 137 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 281 |
Employee Benefit-defined Benefit Accounts | $1,000 | 188 |
Number of other employee benefit and retirement-related accounts | $356,000 | 142 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $17,530,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $65,000 | 96 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $356,000 | 138 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $2,028,000 | 45 |
Personal Trust and Agency Accounts | $13,000 | 308 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 413 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 428 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $2,004,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 565 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 502 |
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 | $20,046,000 | 29 |
Number of Managed Accounts | $18,109,000 | 17 |
Personal Trust and Agency Accounts | $446,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 233 |
Employee Benefit-defined Benefit Accounts | $1,000 | 161 |
Number of other employee benefit and retirement-related accounts | $358,000 | 137 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $17,239,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 95 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $358,000 | 132 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,937,000 | 44 |
Personal Trust and Agency Accounts | $11,000 | 190 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 272 |
Employee Benefit-defined Benefit Accounts | $0 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 258 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $1,918,000 | 5 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $6,000 | 335 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 291 |
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 | $1,316,000 | 176 |
Number of Managed Accounts | $1,276,000 | 146 |
Personal Trust and Agency Accounts | $440,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 231 |
Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
Number of other employee benefit and retirement-related accounts | $359,000 | 135 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $410,000 | 131 |
Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 98 |
Other Fiduciary Accounts | $1,000 | 111 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $359,000 | 130 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $40,000 | 278 |
Personal Trust and Agency Accounts | $16,000 | 163 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 257 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 82 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 93 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 342 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 287 |
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 | $1,318,000 | 174 |
Number of Managed Accounts | $1,286,000 | 147 |
Personal Trust and Agency Accounts | $447,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
Employee Benefit-defined Benefit Accounts | $1,000 | 158 |
Number of other employee benefit and retirement-related accounts | $362,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $410,000 | 128 |
Number of foundation and endowment trust and agency accounts, managed assets | $63,000 | 96 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $362,000 | 128 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $32,000 | 292 |
Personal Trust and Agency Accounts | $10,000 | 192 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 256 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 79 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 111 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 344 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 288 |
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 | $1,325,000 | 174 |
Number of Managed Accounts | $1,285,000 | 147 |
Personal Trust and Agency Accounts | $443,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 289 |
Employee Benefit-defined Benefit Accounts | $1,000 | 187 |
Number of other employee benefit and retirement-related accounts | $363,000 | 132 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $417,000 | 127 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 102 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $363,000 | 126 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $40,000 | 474 |
Personal Trust and Agency Accounts | $14,000 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 435 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 471 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 91 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 128 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 594 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 542 |
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 | $1,324,000 | 171 |
Number of Managed Accounts | $1,271,000 | 148 |
Personal Trust and Agency Accounts | $444,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 238 |
Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
Number of other employee benefit and retirement-related accounts | $358,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $408,000 | 129 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 100 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $358,000 | 122 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $53,000 | 267 |
Personal Trust and Agency Accounts | $20,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 279 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 257 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 61 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 91 |
Other Fiduciary Accounts | $0 | 102 |
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 | $8,000 | 292 |
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 | $1,323,000 | 175 |
Number of Managed Accounts | $1,277,000 | 150 |
Personal Trust and Agency Accounts | $449,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 245 |
Employee Benefit-defined Benefit Accounts | $1,000 | 163 |
Number of other employee benefit and retirement-related accounts | $355,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $412,000 | 128 |
Number of foundation and endowment trust and agency accounts, managed assets | $58,000 | 102 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $355,000 | 124 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $46,000 | 281 |
Personal Trust and Agency Accounts | $12,000 | 188 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 281 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 232 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 72 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 114 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,000 | 347 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 267 |
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 | $1,319,000 | 174 |
Number of Managed Accounts | $1,275,000 | 146 |
Personal Trust and Agency Accounts | $447,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 243 |
Employee Benefit-defined Benefit Accounts | $1,000 | 162 |
Number of other employee benefit and retirement-related accounts | $353,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $419,000 | 127 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 109 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $353,000 | 123 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $44,000 | 283 |
Personal Trust and Agency Accounts | $15,000 | 173 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 284 |
Employee Benefit-defined Benefit Accounts | $0 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 240 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $58,000 | 207 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $12,000 | 274 |
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 | $1,342,000 | 176 |
Number of Managed Accounts | $1,321,000 | 143 |
Personal Trust and Agency Accounts | $463,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 311 |
Employee Benefit-defined Benefit Accounts | $1,000 | 193 |
Number of other employee benefit and retirement-related accounts | $364,000 | 129 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $437,000 | 118 |
Number of foundation and endowment trust and agency accounts, managed assets | $54,000 | 110 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $364,000 | 120 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $21,000 | 629 |
Personal Trust and Agency Accounts | $10,000 | 368 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 464 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 572 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 173 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 138 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda | ||
Custody and Safekeeping Accounts | $59,000 | 271 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 647 |
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 | $1,351,000 | 169 |
Number of Managed Accounts | $1,327,000 | 135 |
Personal Trust and Agency Accounts | $474,000 | 122 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 247 |
Employee Benefit-defined Benefit Accounts | $1,000 | 160 |
Number of other employee benefit and retirement-related accounts | $360,000 | 126 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $437,000 | 118 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 105 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $360,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,000 | 320 |
Personal Trust and Agency Accounts | $9,000 | 208 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 286 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 279 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $9,000 | 99 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 118 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $61,000 | 204 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 316 |
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 | $1,351,000 | 169 |
Number of Managed Accounts | $1,331,000 | 135 |
Personal Trust and Agency Accounts | $470,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 249 |
Employee Benefit-defined Benefit Accounts | $1,000 | 164 |
Number of other employee benefit and retirement-related accounts | $364,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $440,000 | 119 |
Number of foundation and endowment trust and agency accounts, managed assets | $54,000 | 104 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $364,000 | 117 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $20,000 | 332 |
Personal Trust and Agency Accounts | $6,000 | 227 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 141 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 278 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 102 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 121 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $62,000 | 203 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 317 |
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 | $1,326,000 | 170 |
Number of Managed Accounts | $1,308,000 | 135 |
Personal Trust and Agency Accounts | $454,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 250 |
Employee Benefit-defined Benefit Accounts | $1,000 | 165 |
Number of other employee benefit and retirement-related accounts | $362,000 | 123 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $435,000 | 122 |
Number of foundation and endowment trust and agency accounts, managed assets | $54,000 | 103 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $362,000 | 112 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $18,000 | 341 |
Personal Trust and Agency Accounts | $3,000 | 267 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 271 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 104 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 119 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Custody and Safekeeping Accounts | $62,000 | 200 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 309 |
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 | $1,345,000 | 170 |
Number of Managed Accounts | $1,334,000 | 131 |
Personal Trust and Agency Accounts | $459,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 325 |
Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
Number of other employee benefit and retirement-related accounts | $372,000 | 119 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $447,000 | 119 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 101 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $372,000 | 111 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $11,000 | 792 |
Personal Trust and Agency Accounts | $3,000 | 568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 495 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 593 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 228 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 144 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Custody and Safekeeping Accounts | $63,000 | 262 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,000 | 663 |
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 | $1,339,000 | 169 |
Number of Managed Accounts | $1,323,000 | 130 |
Personal Trust and Agency Accounts | $443,000 | 134 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 253 |
Employee Benefit-defined Benefit Accounts | $1,000 | 172 |
Number of other employee benefit and retirement-related accounts | $370,000 | 115 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $454,000 | 118 |
Number of foundation and endowment trust and agency accounts, managed assets | $53,000 | 99 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $370,000 | 106 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,000 | 346 |
Personal Trust and Agency Accounts | $3,000 | 261 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 281 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 116 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 121 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $62,000 | 206 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 316 |
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 | $1,351,000 | 165 |
Number of Managed Accounts | $1,331,000 | 130 |
Personal Trust and Agency Accounts | $440,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 255 |
Employee Benefit-defined Benefit Accounts | $1,000 | 171 |
Number of other employee benefit and retirement-related accounts | $376,000 | 111 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $457,000 | 116 |
Number of foundation and endowment trust and agency accounts, managed assets | $55,000 | 93 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $376,000 | 101 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $20,000 | 331 |
Personal Trust and Agency Accounts | $10,000 | 206 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $7,000 | 265 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 92 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $64,000 | 200 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,000 | 306 |
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 | $1,374,000 | 166 |
Number of Managed Accounts | $1,355,000 | 127 |
Personal Trust and Agency Accounts | $436,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
Employee Benefit-defined Benefit Accounts | $1,000 | 173 |
Number of other employee benefit and retirement-related accounts | $387,000 | 106 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $471,000 | 115 |
Number of foundation and endowment trust and agency accounts, managed assets | $59,000 | 91 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $387,000 | 97 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,000 | 340 |
Personal Trust and Agency Accounts | $5,000 | 236 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 298 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $11,000 | 246 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 87 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $63,000 | 206 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $11,000 | 286 |
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 | $1,397,000 | 165 |
Number of Managed Accounts | $1,376,000 | 122 |
Personal Trust and Agency Accounts | $431,000 | 131 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 399 |
Employee Benefit-defined Benefit Accounts | $0 | 320 |
Number of other employee benefit and retirement-related accounts | $399,000 | 102 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $483,000 | 109 |
Number of foundation and endowment trust and agency accounts, managed assets | $62,000 | 81 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $399,000 | 93 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $21,000 | 684 |
Personal Trust and Agency Accounts | $10,000 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 516 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 494 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 140 |
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 | $10,000 | 585 |
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 | $1,423,000 | 154 |
Number of Managed Accounts | $1,395,000 | 116 |
Personal Trust and Agency Accounts | $441,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 278 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $402,000 | 93 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $490,000 | 99 |
Number of foundation and endowment trust and agency accounts, managed assets | $61,000 | 81 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $402,000 | 84 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,000 | 299 |
Personal Trust and Agency Accounts | $6,000 | 228 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 198 |
Corporate Trust and Agency Accounts | $0 | 145 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 88 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $64,000 | 202 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 239 |
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 | $1,443,000 | 148 |
Number of Managed Accounts | $1,404,000 | 114 |
Personal Trust and Agency Accounts | $436,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 281 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $411,000 | 87 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $479,000 | 99 |
Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 66 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $411,000 | 81 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $39,000 | 284 |
Personal Trust and Agency Accounts | $8,000 | 211 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 173 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 86 |
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 | $28,000 | 211 |
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 | $1,450,000 | 151 |
Number of Managed Accounts | $1,419,000 | 111 |
Personal Trust and Agency Accounts | $438,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 258 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $426,000 | 84 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $476,000 | 99 |
Number of foundation and endowment trust and agency accounts, managed assets | $77,000 | 65 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $426,000 | 76 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $31,000 | 298 |
Personal Trust and Agency Accounts | $12,000 | 192 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 209 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $2,000 | 99 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Custody and Safekeeping Accounts | $66,000 | 201 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 246 |
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 | $1,460,000 | 156 |
Number of Managed Accounts | $1,436,000 | 109 |
Personal Trust and Agency Accounts | $444,000 | 125 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 356 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $431,000 | 79 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $480,000 | 102 |
Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 63 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $431,000 | 71 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $24,000 | 665 |
Personal Trust and Agency Accounts | $7,000 | 462 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 550 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 415 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda | ||
Custody and Safekeeping Accounts | $67,000 | 283 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 500 |
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 | $1,452,000 | 148 |
Number of Managed Accounts | $1,429,000 | 110 |
Personal Trust and Agency Accounts | $437,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 254 |
Employee Benefit-defined Benefit Accounts | $0 | 212 |
Number of other employee benefit and retirement-related accounts | $430,000 | 75 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $481,000 | 100 |
Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 65 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $430,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,000 | 305 |
Personal Trust and Agency Accounts | $10,000 | 192 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 147 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 219 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $67,000 | 199 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 258 |
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 | $1,421,000 | 150 |
Number of Managed Accounts | $1,402,000 | 109 |
Personal Trust and Agency Accounts | $431,000 | 127 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 260 |
Employee Benefit-defined Benefit Accounts | $1,000 | 182 |
Number of other employee benefit and retirement-related accounts | $424,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $464,000 | 103 |
Number of foundation and endowment trust and agency accounts, managed assets | $80,000 | 65 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $424,000 | 67 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,000 | 315 |
Personal Trust and Agency Accounts | $9,000 | 194 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 289 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 137 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $67,000 | 201 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 273 |
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 | $1,406,000 | 150 |
Number of Managed Accounts | $1,391,000 | 110 |
Personal Trust and Agency Accounts | $427,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 274 |
Employee Benefit-defined Benefit Accounts | $1,000 | 183 |
Number of other employee benefit and retirement-related accounts | $419,000 | 75 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $462,000 | 103 |
Number of foundation and endowment trust and agency accounts, managed assets | $81,000 | 62 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $419,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $15,000 | 323 |
Personal Trust and Agency Accounts | $7,000 | 209 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 286 |
Employee Benefit-defined Benefit Accounts | $0 | 149 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 242 |
Corporate Trust and Agency Accounts | $0 | 139 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $68,000 | 199 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 278 |
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 | $1,404,000 | 156 |
Number of Managed Accounts | $1,392,000 | 113 |
Personal Trust and Agency Accounts | $427,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 430 |
Employee Benefit-defined Benefit Accounts | $1,000 | 228 |
Number of other employee benefit and retirement-related accounts | $415,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $465,000 | 104 |
Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 60 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $415,000 | 68 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,392,000 | 35 |
Number of Non-Managed Accounts | $12,000 | 824 |
Personal Trust and Agency Accounts | $6,000 | 490 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 562 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 576 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Custody and Safekeeping Accounts | $69,000 | 284 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 657 |
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 | $1,385,000 | 151 |
Number of Managed Accounts | $1,348,000 | 118 |
Personal Trust and Agency Accounts | $392,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 256 |
Employee Benefit-defined Benefit Accounts | $1,000 | 186 |
Number of other employee benefit and retirement-related accounts | $402,000 | 81 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $467,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $84,000 | 57 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $402,000 | 70 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $37,000 | 288 |
Personal Trust and Agency Accounts | $31,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 153 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 265 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $69,000 | 197 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 288 |
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 | $1,393,000 | 150 |
Number of Managed Accounts | $1,357,000 | 118 |
Personal Trust and Agency Accounts | $397,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,000 | 262 |
Employee Benefit-defined Benefit Accounts | $1,000 | 189 |
Number of other employee benefit and retirement-related accounts | $407,000 | 80 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $467,000 | 98 |
Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 59 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $407,000 | 70 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $36,000 | 293 |
Personal Trust and Agency Accounts | $31,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 278 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $70,000 | 198 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 295 |
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 | $1,394,000 | 148 |
Number of Managed Accounts | $1,357,000 | 116 |
Personal Trust and Agency Accounts | $400,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $411,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $463,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 59 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $411,000 | 69 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $37,000 | 289 |
Personal Trust and Agency Accounts | $32,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 276 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $71,000 | 198 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 291 |
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 | $1,415,000 | 153 |
Number of Managed Accounts | $1,380,000 | 113 |
Personal Trust and Agency Accounts | $406,000 | 146 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 583 |
Employee Benefit-defined Benefit Accounts | $0 | 357 |
Number of other employee benefit and retirement-related accounts | $419,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $472,000 | 99 |
Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 56 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $419,000 | 67 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,380,000 | 37 |
Number of Non-Managed Accounts | $35,000 | 602 |
Personal Trust and Agency Accounts | $30,000 | 240 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 579 |
Employee Benefit-defined Benefit Accounts | $0 | 217 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 602 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $74,000 | 292 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 672 |
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 | $1,413,000 | 148 |
Number of Managed Accounts | $1,378,000 | 111 |
Personal Trust and Agency Accounts | $414,000 | 137 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 232 |
Number of other employee benefit and retirement-related accounts | $416,000 | 72 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $467,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | $81,000 | 60 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $416,000 | 63 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $35,000 | 289 |
Personal Trust and Agency Accounts | $29,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 151 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 264 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 103 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $73,000 | 194 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 280 |
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 | $1,444,000 | 146 |
Number of Managed Accounts | $1,408,000 | 107 |
Personal Trust and Agency Accounts | $422,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $424,000 | 68 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $479,000 | 91 |
Number of foundation and endowment trust and agency accounts, managed assets | $83,000 | 55 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $424,000 | 60 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $36,000 | 290 |
Personal Trust and Agency Accounts | $31,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 266 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $75,000 | 189 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 277 |
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 | $1,463,000 | 143 |
Number of Managed Accounts | $1,425,000 | 107 |
Personal Trust and Agency Accounts | $421,000 | 134 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $429,000 | 63 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $493,000 | 86 |
Number of foundation and endowment trust and agency accounts, managed assets | $82,000 | 57 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $429,000 | 55 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $38,000 | 288 |
Personal Trust and Agency Accounts | $32,000 | 122 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $6,000 | 250 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $79,000 | 192 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,000 | 270 |
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 | $1,457,000 | 155 |
Number of Managed Accounts | $1,419,000 | 110 |
Personal Trust and Agency Accounts | $421,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 604 |
Employee Benefit-defined Benefit Accounts | $0 | 372 |
Number of other employee benefit and retirement-related accounts | $424,000 | 67 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $496,000 | 91 |
Number of foundation and endowment trust and agency accounts, managed assets | $78,000 | 57 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $424,000 | 59 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,457,000 | 36 |
Number of Non-Managed Accounts | $38,000 | 590 |
Personal Trust and Agency Accounts | $28,000 | 257 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 596 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 607 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $5,000 | 68 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $78,000 | 285 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,000 | 659 |
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 | $1,423,000 | 146 |
Number of Managed Accounts | $1,423,000 | 105 |
Personal Trust and Agency Accounts | $451,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $415,000 | 70 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $557,000 | 85 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 386 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 306 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $81,000 | 190 |
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 | $1,414,000 | 148 |
Number of Managed Accounts | $1,414,000 | 109 |
Personal Trust and Agency Accounts | $449,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 305 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $407,000 | 74 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $558,000 | 83 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
Corporate Trust and Agency Accounts | $0 | 164 |
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 | $81,000 | 195 |
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 | $1,477,000 | 141 |
Number of Managed Accounts | $1,477,000 | 101 |
Personal Trust and Agency Accounts | $460,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $425,000 | 69 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $592,000 | 78 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Custody and Safekeeping Accounts | $84,000 | 192 |
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 | $1,446,000 | 156 |
Number of Managed Accounts | $1,446,000 | 106 |
Personal Trust and Agency Accounts | $455,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $415,000 | 78 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $576,000 | 82 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 1,251 |
Personal Trust and Agency Accounts | $0 | 952 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 603 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 812 |
Corporate Trust and Agency Accounts | $0 | 375 |
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 | $84,000 | 271 |
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 | $1,445,000 | 145 |
Number of Managed Accounts | $1,445,000 | 104 |
Personal Trust and Agency Accounts | $463,000 | 126 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $409,000 | 73 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $573,000 | 83 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 421 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 313 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 330 |
Corporate Trust and Agency Accounts | $0 | 174 |
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 | $84,000 | 199 |
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 | $1,401,000 | 151 |
Number of Managed Accounts | $1,401,000 | 114 |
Personal Trust and Agency Accounts | $457,000 | 127 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 241 |
Number of other employee benefit and retirement-related accounts | $393,000 | 76 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $551,000 | 87 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 177 |
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 | $85,000 | 203 |
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 | $1,377,000 | 157 |
Number of Managed Accounts | $1,377,000 | 117 |
Personal Trust and Agency Accounts | $462,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $382,000 | 77 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $533,000 | 91 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 342 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $84,000 | 201 |
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 | $1,333,000 | 173 |
Number of Managed Accounts | $1,333,000 | 124 |
Personal Trust and Agency Accounts | $469,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 667 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $355,000 | 82 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $509,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 1,300 |
Personal Trust and Agency Accounts | $0 | 976 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 860 |
Corporate Trust and Agency Accounts | $0 | 389 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda | ||
Custody and Safekeeping Accounts | $86,000 | 274 |
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 | $1,296,000 | 164 |
Number of Managed Accounts | $1,296,000 | 124 |
Personal Trust and Agency Accounts | $463,000 | 137 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 317 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $336,000 | 78 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $497,000 | 96 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | 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 | $0 | 417 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 332 |
Corporate Trust and Agency Accounts | $0 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Custody and Safekeeping Accounts | $88,000 | 197 |
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 | $1,256,000 | 171 |
Number of Managed Accounts | $1,256,000 | 130 |
Personal Trust and Agency Accounts | $461,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 323 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number of other employee benefit and retirement-related accounts | $315,000 | 86 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $480,000 | 98 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 355 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Custody and Safekeeping Accounts | $86,000 | 203 |
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 | $1,211,000 | 176 |
Number of Managed Accounts | $1,211,000 | 132 |
Personal Trust and Agency Accounts | $462,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $295,000 | 87 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $454,000 | 106 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 425 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 333 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 190 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $92,000 | 198 |
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 | $1,159,000 | 196 |
Number of Managed Accounts | $1,159,000 | 141 |
Personal Trust and Agency Accounts | $453,000 | 149 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 707 |
Employee Benefit-defined Benefit Accounts | $0 | 426 |
Number of other employee benefit and retirement-related accounts | $277,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $429,000 | 112 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,332 |
Personal Trust and Agency Accounts | $0 | 991 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 653 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 854 |
Corporate Trust and Agency Accounts | $0 | 403 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $94,000 | 259 |
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 | $1,158,000 | 185 |
Number of Managed Accounts | $1,158,000 | 144 |
Personal Trust and Agency Accounts | $453,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 242 |
Number of other employee benefit and retirement-related accounts | $280,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $425,000 | 108 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 409 |
Personal Trust and Agency Accounts | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $96,000 | 187 |
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 | $1,115,000 | 192 |
Number of Managed Accounts | $1,115,000 | 150 |
Personal Trust and Agency Accounts | $453,000 | 158 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 248 |
Number of other employee benefit and retirement-related accounts | $255,000 | 103 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $407,000 | 116 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 412 |
Personal Trust and Agency Accounts | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 326 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
Corporate Trust and Agency Accounts | $0 | 194 |
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 | $99,000 | 190 |
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 | $1,087,000 | 194 |
Number of Managed Accounts | $1,087,000 | 154 |
Personal Trust and Agency Accounts | $467,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 337 |
Employee Benefit-defined Benefit Accounts | $0 | 249 |
Number of other employee benefit and retirement-related accounts | $225,000 | 110 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $395,000 | 119 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 196 |
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 | $100,000 | 193 |
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 | $1,036,000 | 215 |
Number of Managed Accounts | $1,036,000 | 158 |
Personal Trust and Agency Accounts | $464,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 756 |
Employee Benefit-defined Benefit Accounts | $0 | 446 |
Number of other employee benefit and retirement-related accounts | $202,000 | 129 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $370,000 | 117 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,373 |
Personal Trust and Agency Accounts | $0 | 1,023 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 690 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
Corporate Trust and Agency Accounts | $0 | 423 |
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 | $103,000 | 251 |
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 | $1,011,000 | 194 |
Number of Managed Accounts | $1,011,000 | 154 |
Personal Trust and Agency Accounts | $458,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $194,000 | 126 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $359,000 | 117 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 414 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
Corporate Trust and Agency Accounts | $0 | 200 |
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 | $103,000 | 179 |
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 | $1,034,000 | 196 |
Number of Managed Accounts | $1,034,000 | 155 |
Personal Trust and Agency Accounts | $483,000 | 144 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $191,000 | 125 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $360,000 | 115 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 431 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 346 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $102,000 | 186 |
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 | $979,000 | 205 |
Number of Managed Accounts | $979,000 | 157 |
Personal Trust and Agency Accounts | $469,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $175,000 | 133 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $335,000 | 123 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 342 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 209 |
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 | $102,000 | 189 |
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 | $953,000 | 227 |
Number of Managed Accounts | $953,000 | 163 |
Personal Trust and Agency Accounts | $465,000 | 155 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 767 |
Employee Benefit-defined Benefit Accounts | $0 | 445 |
Number of other employee benefit and retirement-related accounts | $168,000 | 152 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $320,000 | 128 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,368 |
Personal Trust and Agency Accounts | $0 | 1,017 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 701 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 864 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda | ||
Custody and Safekeeping Accounts | $104,000 | 263 |
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 | $939,000 | 212 |
Number of Managed Accounts | $939,000 | 165 |
Personal Trust and Agency Accounts | $466,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $160,000 | 136 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $313,000 | 123 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 334 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
Corporate Trust and Agency Accounts | $0 | 201 |
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 | $102,000 | 203 |
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 | $916,000 | 222 |
Number of Managed Accounts | $916,000 | 169 |
Personal Trust and Agency Accounts | $458,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $151,000 | 142 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $307,000 | 124 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 432 |
Personal Trust and Agency Accounts | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
Corporate Trust and Agency Accounts | $0 | 206 |
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 | $104,000 | 203 |
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 | $842,000 | 238 |
Number of Managed Accounts | $842,000 | 181 |
Personal Trust and Agency Accounts | $419,000 | 167 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $141,000 | 150 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $282,000 | 140 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 364 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 205 |
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 | $103,000 | 208 |
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 | $866,000 | 265 |
Number of Managed Accounts | $866,000 | 189 |
Personal Trust and Agency Accounts | $461,000 | 169 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 794 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $136,000 | 184 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $269,000 | 146 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,417 |
Personal Trust and Agency Accounts | $0 | 1,047 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 727 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 880 |
Corporate Trust and Agency Accounts | $0 | 460 |
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 | $104,000 | 271 |
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 | $822,000 | 253 |
Number of Managed Accounts | $822,000 | 190 |
Personal Trust and Agency Accounts | $462,000 | 171 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $123,000 | 163 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $237,000 | 160 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 351 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 209 |
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 | $116,000 | 206 |
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 | $813,000 | 260 |
Number of Managed Accounts | $813,000 | 191 |
Personal Trust and Agency Accounts | $466,000 | 175 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 353 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $124,000 | 164 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $223,000 | 166 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 448 |
Personal Trust and Agency Accounts | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 354 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda | ||
Custody and Safekeeping Accounts | $116,000 | 208 |
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 | $824,000 | 261 |
Number of Managed Accounts | $824,000 | 195 |
Personal Trust and Agency Accounts | $483,000 | 177 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $123,000 | 163 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $218,000 | 167 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 460 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
Corporate Trust and Agency Accounts | $0 | 216 |
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 | $120,000 | 213 |
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 | $780,000 | 302 |
Number of Managed Accounts | $780,000 | 220 |
Personal Trust and Agency Accounts | $480,000 | 184 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 834 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $95,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $205,000 | 193 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,465 |
Personal Trust and Agency Accounts | $0 | 1,072 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
Corporate Trust and Agency Accounts | $0 | 452 |
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 | $130,000 | 262 |
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 | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
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 |
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 |