2024-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 6 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $557,886,000 | 4 |
Number of Managed Accounts | $52,439,000 | 8 |
Personal Trust and Agency Accounts | $14,270,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $55,000 | 88 |
Employee Benefit-defined Benefit Accounts | $50,000 | 57 |
Number of other employee benefit and retirement-related accounts | $11,639,000 | 12 |
Corporate Trust and Agency Accounts | $2,812,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $19,156,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,222,000 | 4 |
Other Fiduciary Accounts | $235,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $11,639,000 | 8 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $41,670,000 | 3 |
Number of Non-Managed Accounts | $505,447,000 | 3 |
Personal Trust and Agency Accounts | $644,000 | 27 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $36,000 | 110 |
Employee Benefit-defined Benefit Accounts | $378,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $315,456,000 | 5 |
Corporate Trust and Agency Accounts | $184,429,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 384 |
Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 45 |
Other Fiduciary Accounts | $4,431,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $603,886,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $10,440,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $316,116,000 | 14 |
2024-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $553,201,000 | 4 |
Number of Managed Accounts | $52,161,000 | 9 |
Personal Trust and Agency Accounts | $14,364,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 91 |
Employee Benefit-defined Benefit Accounts | $54,000 | 57 |
Number of other employee benefit and retirement-related accounts | $11,452,000 | 15 |
Corporate Trust and Agency Accounts | $2,786,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $18,986,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,226,000 | 5 |
Other Fiduciary Accounts | $235,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $11,452,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $501,040,000 | 3 |
Personal Trust and Agency Accounts | $654,000 | 22 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $38,000 | 104 |
Employee Benefit-defined Benefit Accounts | $351,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $316,608,000 | 3 |
Corporate Trust and Agency Accounts | $178,945,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 249 |
Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 46 |
Other Fiduciary Accounts | $4,372,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $601,378,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $10,198,000 | 5 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $317,359,000 | 13 |
2024-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $557,462,000 | 4 |
Number of Managed Accounts | $52,167,000 | 9 |
Personal Trust and Agency Accounts | $14,454,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 94 |
Employee Benefit-defined Benefit Accounts | $54,000 | 60 |
Number of other employee benefit and retirement-related accounts | $11,300,000 | 11 |
Corporate Trust and Agency Accounts | $2,678,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $18,963,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,421,000 | 5 |
Other Fiduciary Accounts | $239,000 | 9 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $11,300,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $505,295,000 | 3 |
Personal Trust and Agency Accounts | $664,000 | 22 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $38,000 | 112 |
Employee Benefit-defined Benefit Accounts | $340,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $323,261,000 | 3 |
Corporate Trust and Agency Accounts | $176,561,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 294 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 47 |
Other Fiduciary Accounts | $4,356,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $601,069,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $9,974,000 | 5 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $324,013,000 | 11 |
2024-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $556,250,000 | 3 |
Number of Managed Accounts | $52,500,000 | 9 |
Personal Trust and Agency Accounts | $14,864,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 93 |
Employee Benefit-defined Benefit Accounts | $56,000 | 14 |
Number of other employee benefit and retirement-related accounts | $11,237,000 | 14 |
Corporate Trust and Agency Accounts | $2,670,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,940,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,440,000 | 4 |
Other Fiduciary Accounts | $235,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $11,237,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $503,750,000 | 3 |
Personal Trust and Agency Accounts | $653,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $38,000 | 93 |
Employee Benefit-defined Benefit Accounts | $341,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $325,226,000 | 3 |
Corporate Trust and Agency Accounts | $173,159,000 | 2 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 259 |
Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 10 |
Other Fiduciary Accounts | $4,259,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $598,323,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $9,579,000 | 7 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $325,976,000 | 11 |
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 | $558,478,000 | 3 |
Number of Managed Accounts | $52,469,000 | 9 |
Personal Trust and Agency Accounts | $14,809,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $60,000 | 93 |
Employee Benefit-defined Benefit Accounts | $60,000 | 15 |
Number of other employee benefit and retirement-related accounts | $11,178,000 | 18 |
Corporate Trust and Agency Accounts | $2,666,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,990,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,469,000 | 4 |
Other Fiduciary Accounts | $237,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $11,178,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $41,715,000 | 4 |
Number of Non-Managed Accounts | $506,009,000 | 3 |
Personal Trust and Agency Accounts | $635,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 95 |
Employee Benefit-defined Benefit Accounts | $342,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $328,013,000 | 4 |
Corporate Trust and Agency Accounts | $172,758,000 | 2 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 10 |
Other Fiduciary Accounts | $4,153,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $596,791,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $9,404,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $328,722,000 | 13 |
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 | $558,857,000 | 2 |
Number of Managed Accounts | $53,114,000 | 9 |
Personal Trust and Agency Accounts | $15,216,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $60,000 | 90 |
Employee Benefit-defined Benefit Accounts | $62,000 | 14 |
Number of other employee benefit and retirement-related accounts | $11,248,000 | 13 |
Corporate Trust and Agency Accounts | $2,634,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $19,197,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,460,000 | 4 |
Other Fiduciary Accounts | $237,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $11,248,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $505,743,000 | 2 |
Personal Trust and Agency Accounts | $681,000 | 23 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 91 |
Employee Benefit-defined Benefit Accounts | $340,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $330,192,000 | 3 |
Corporate Trust and Agency Accounts | $170,315,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 11 |
Other Fiduciary Accounts | $4,108,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $596,879,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $8,929,000 | 7 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $330,894,000 | 12 |
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 | $561,504,000 | 3 |
Number of Managed Accounts | $54,485,000 | 9 |
Personal Trust and Agency Accounts | $15,681,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $64,000 | 92 |
Employee Benefit-defined Benefit Accounts | $65,000 | 12 |
Number of other employee benefit and retirement-related accounts | $11,210,000 | 14 |
Corporate Trust and Agency Accounts | $2,646,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $20,128,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,455,000 | 4 |
Other Fiduciary Accounts | $236,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $11,210,000 | 8 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $507,019,000 | 3 |
Personal Trust and Agency Accounts | $685,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 98 |
Employee Benefit-defined Benefit Accounts | $340,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $335,230,000 | 4 |
Corporate Trust and Agency Accounts | $166,633,000 | 2 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 11 |
Other Fiduciary Accounts | $4,025,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $594,244,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $8,623,000 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $335,939,000 | 11 |
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 | $518,101,000 | 3 |
Number of Managed Accounts | $51,268,000 | 9 |
Personal Trust and Agency Accounts | $14,867,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $67,000 | 51 |
Employee Benefit-defined Benefit Accounts | $66,000 | 13 |
Number of other employee benefit and retirement-related accounts | $10,652,000 | 9 |
Corporate Trust and Agency Accounts | $2,665,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,493,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,223,000 | 5 |
Other Fiduciary Accounts | $235,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,652,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $466,833,000 | 3 |
Personal Trust and Agency Accounts | $679,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $33,000 | 100 |
Employee Benefit-defined Benefit Accounts | $338,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $300,205,000 | 3 |
Corporate Trust and Agency Accounts | $161,572,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $71,000 | 12 |
Other Fiduciary Accounts | $3,935,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $588,352,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $8,479,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $300,936,000 | 12 |
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 | $527,693,000 | 3 |
Number of Managed Accounts | $52,061,000 | 9 |
Personal Trust and Agency Accounts | $15,496,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $67,000 | 54 |
Employee Benefit-defined Benefit Accounts | $70,000 | 12 |
Number of other employee benefit and retirement-related accounts | $10,772,000 | 9 |
Corporate Trust and Agency Accounts | $2,630,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,573,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,211,000 | 5 |
Other Fiduciary Accounts | $242,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,772,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $43,169,000 | 4 |
Number of Non-Managed Accounts | $475,632,000 | 3 |
Personal Trust and Agency Accounts | $692,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 106 |
Employee Benefit-defined Benefit Accounts | $337,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $305,890,000 | 3 |
Corporate Trust and Agency Accounts | $164,674,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $71,000 | 12 |
Other Fiduciary Accounts | $3,934,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $584,222,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $8,492,000 | 5 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $306,647,000 | 11 |
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 | $547,857,000 | 3 |
Number of Managed Accounts | $52,332,000 | 8 |
Personal Trust and Agency Accounts | $15,724,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $67,000 | 55 |
Employee Benefit-defined Benefit Accounts | $70,000 | 14 |
Number of other employee benefit and retirement-related accounts | $10,857,000 | 9 |
Corporate Trust and Agency Accounts | $2,621,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,516,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,225,000 | 4 |
Other Fiduciary Accounts | $252,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,857,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $495,525,000 | 3 |
Personal Trust and Agency Accounts | $689,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $36,000 | 100 |
Employee Benefit-defined Benefit Accounts | $320,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $327,119,000 | 3 |
Corporate Trust and Agency Accounts | $163,378,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $71,000 | 12 |
Other Fiduciary Accounts | $3,912,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $571,095,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $8,345,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $327,869,000 | 11 |
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 | $556,312,000 | 3 |
Number of Managed Accounts | $52,783,000 | 8 |
Personal Trust and Agency Accounts | $15,916,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $67,000 | 49 |
Employee Benefit-defined Benefit Accounts | $70,000 | 13 |
Number of other employee benefit and retirement-related accounts | $10,995,000 | 9 |
Corporate Trust and Agency Accounts | $2,633,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,579,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,266,000 | 4 |
Other Fiduciary Accounts | $257,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,995,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $503,529,000 | 3 |
Personal Trust and Agency Accounts | $662,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $37,000 | 94 |
Employee Benefit-defined Benefit Accounts | $323,000 | 7 |
Number non-managed other employee benefit and retirement-related accounts | $336,749,000 | 3 |
Corporate Trust and Agency Accounts | $161,847,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
Number (#) individual retirement, health savings, and other similar accounts | $71,000 | 11 |
Other Fiduciary Accounts | $3,840,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $584,941,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $8,226,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $337,479,000 | 10 |
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 | $552,963,000 | 3 |
Number of Managed Accounts | $52,377,000 | 8 |
Personal Trust and Agency Accounts | $15,836,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $69,000 | 48 |
Employee Benefit-defined Benefit Accounts | $71,000 | 12 |
Number of other employee benefit and retirement-related accounts | $10,942,000 | 9 |
Corporate Trust and Agency Accounts | $2,615,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,306,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,280,000 | 4 |
Other Fiduciary Accounts | $258,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,942,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $500,586,000 | 3 |
Personal Trust and Agency Accounts | $656,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 90 |
Employee Benefit-defined Benefit Accounts | $324,000 | 7 |
Number non-managed other employee benefit and retirement-related accounts | $335,710,000 | 3 |
Corporate Trust and Agency Accounts | $159,981,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 11 |
Other Fiduciary Accounts | $3,803,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $584,663,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $8,167,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $336,431,000 | 10 |
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 | $551,635,000 | 3 |
Number of Managed Accounts | $52,088,000 | 8 |
Personal Trust and Agency Accounts | $15,767,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $70,000 | 52 |
Employee Benefit-defined Benefit Accounts | $72,000 | 14 |
Number of other employee benefit and retirement-related accounts | $10,923,000 | 9 |
Corporate Trust and Agency Accounts | $2,711,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $18,015,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,281,000 | 4 |
Other Fiduciary Accounts | $249,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,923,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $43,715,000 | 3 |
Number of Non-Managed Accounts | $499,547,000 | 3 |
Personal Trust and Agency Accounts | $638,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 94 |
Employee Benefit-defined Benefit Accounts | $325,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $333,618,000 | 3 |
Corporate Trust and Agency Accounts | $161,092,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 11 |
Other Fiduciary Accounts | $3,762,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $606,497,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $8,167,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $334,337,000 | 9 |
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 | $559,183,000 | 4 |
Number of Managed Accounts | $51,831,000 | 8 |
Personal Trust and Agency Accounts | $15,896,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $74,000 | 50 |
Employee Benefit-defined Benefit Accounts | $74,000 | 14 |
Number of other employee benefit and retirement-related accounts | $10,824,000 | 9 |
Corporate Trust and Agency Accounts | $2,750,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $17,714,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,244,000 | 4 |
Other Fiduciary Accounts | $255,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,824,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $507,352,000 | 3 |
Personal Trust and Agency Accounts | $722,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $38,000 | 96 |
Employee Benefit-defined Benefit Accounts | $316,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $345,502,000 | 4 |
Corporate Trust and Agency Accounts | $156,992,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 11 |
Other Fiduciary Accounts | $3,706,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $611,873,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $7,648,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $346,204,000 | 9 |
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 | $562,852,000 | 4 |
Number of Managed Accounts | $51,465,000 | 8 |
Personal Trust and Agency Accounts | $16,018,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $75,000 | 50 |
Employee Benefit-defined Benefit Accounts | $73,000 | 15 |
Number of other employee benefit and retirement-related accounts | $10,678,000 | 9 |
Corporate Trust and Agency Accounts | $2,755,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $17,367,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,241,000 | 4 |
Other Fiduciary Accounts | $258,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,678,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $511,387,000 | 3 |
Personal Trust and Agency Accounts | $1,024,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 96 |
Employee Benefit-defined Benefit Accounts | $321,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $351,747,000 | 4 |
Corporate Trust and Agency Accounts | $154,587,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 11 |
Other Fiduciary Accounts | $3,594,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $610,535,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $7,213,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $352,474,000 | 9 |
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 | $555,583,000 | 4 |
Number of Managed Accounts | $51,700,000 | 8 |
Personal Trust and Agency Accounts | $16,406,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $75,000 | 48 |
Employee Benefit-defined Benefit Accounts | $73,000 | 16 |
Number of other employee benefit and retirement-related accounts | $10,623,000 | 9 |
Corporate Trust and Agency Accounts | $2,782,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $17,208,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,272,000 | 4 |
Other Fiduciary Accounts | $261,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,623,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $503,883,000 | 3 |
Personal Trust and Agency Accounts | $1,024,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 97 |
Employee Benefit-defined Benefit Accounts | $318,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $346,683,000 | 4 |
Corporate Trust and Agency Accounts | $152,262,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 11 |
Other Fiduciary Accounts | $3,485,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $599,749,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $6,874,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $347,401,000 | 9 |
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 | $563,345,000 | 4 |
Number of Managed Accounts | $51,534,000 | 8 |
Personal Trust and Agency Accounts | $16,387,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $77,000 | 46 |
Employee Benefit-defined Benefit Accounts | $74,000 | 15 |
Number of other employee benefit and retirement-related accounts | $10,573,000 | 9 |
Corporate Trust and Agency Accounts | $2,820,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $17,080,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,259,000 | 4 |
Other Fiduciary Accounts | $264,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,573,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $42,757,000 | 4 |
Number of Non-Managed Accounts | $511,811,000 | 3 |
Personal Trust and Agency Accounts | $1,060,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $43,000 | 99 |
Employee Benefit-defined Benefit Accounts | $309,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $358,911,000 | 4 |
Corporate Trust and Agency Accounts | $147,994,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 12 |
Other Fiduciary Accounts | $3,415,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $584,713,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $6,589,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $359,591,000 | 8 |
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 | $569,413,000 | 4 |
Number of Managed Accounts | $51,477,000 | 8 |
Personal Trust and Agency Accounts | $16,680,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $79,000 | 44 |
Employee Benefit-defined Benefit Accounts | $76,000 | 14 |
Number of other employee benefit and retirement-related accounts | $10,486,000 | 10 |
Corporate Trust and Agency Accounts | $2,786,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $16,847,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,267,000 | 4 |
Other Fiduciary Accounts | $256,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,486,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $517,936,000 | 3 |
Personal Trust and Agency Accounts | $1,030,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $48,000 | 84 |
Employee Benefit-defined Benefit Accounts | $314,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $368,825,000 | 3 |
Corporate Trust and Agency Accounts | $144,273,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 12 |
Other Fiduciary Accounts | $3,367,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $566,899,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $6,049,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $369,519,000 | 7 |
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 | $567,918,000 | 4 |
Number of Managed Accounts | $51,295,000 | 8 |
Personal Trust and Agency Accounts | $16,899,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $80,000 | 46 |
Employee Benefit-defined Benefit Accounts | $74,000 | 14 |
Number of other employee benefit and retirement-related accounts | $10,435,000 | 11 |
Corporate Trust and Agency Accounts | $2,792,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $16,490,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,257,000 | 4 |
Other Fiduciary Accounts | $268,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,435,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $516,623,000 | 3 |
Personal Trust and Agency Accounts | $1,394,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $51,000 | 85 |
Employee Benefit-defined Benefit Accounts | $318,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $368,313,000 | 3 |
Corporate Trust and Agency Accounts | $143,148,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 14 |
Other Fiduciary Accounts | $3,321,000 | 2 |
Memoranda |
Custody and Safekeeping Accounts | $565,053,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $5,769,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $368,985,000 | 8 |
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 | $566,028,000 | 4 |
Number of Managed Accounts | $50,681,000 | 8 |
Personal Trust and Agency Accounts | $16,792,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 47 |
Employee Benefit-defined Benefit Accounts | $75,000 | 15 |
Number of other employee benefit and retirement-related accounts | $10,324,000 | 10 |
Corporate Trust and Agency Accounts | $2,662,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $16,252,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,223,000 | 4 |
Other Fiduciary Accounts | $272,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,324,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $515,347,000 | 3 |
Personal Trust and Agency Accounts | $1,389,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $50,000 | 82 |
Employee Benefit-defined Benefit Accounts | $308,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $367,908,000 | 3 |
Corporate Trust and Agency Accounts | $142,364,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 15 |
Other Fiduciary Accounts | $3,249,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $555,231,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $5,693,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $368,565,000 | 8 |
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 | $567,558,000 | 4 |
Number of Managed Accounts | $50,705,000 | 8 |
Personal Trust and Agency Accounts | $16,877,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $83,000 | 46 |
Employee Benefit-defined Benefit Accounts | $79,000 | 14 |
Number of other employee benefit and retirement-related accounts | $10,169,000 | 10 |
Corporate Trust and Agency Accounts | $2,727,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $16,228,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,268,000 | 4 |
Other Fiduciary Accounts | $274,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,169,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $42,549,000 | 5 |
Number of Non-Managed Accounts | $516,853,000 | 3 |
Personal Trust and Agency Accounts | $1,421,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $53,000 | 86 |
Employee Benefit-defined Benefit Accounts | $302,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $368,784,000 | 3 |
Corporate Trust and Agency Accounts | $142,938,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 15 |
Other Fiduciary Accounts | $3,283,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $566,234,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $5,645,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $369,433,000 | 7 |
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 | $552,776,000 | 4 |
Number of Managed Accounts | $51,056,000 | 8 |
Personal Trust and Agency Accounts | $17,231,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 46 |
Employee Benefit-defined Benefit Accounts | $77,000 | 15 |
Number of other employee benefit and retirement-related accounts | $10,097,000 | 11 |
Corporate Trust and Agency Accounts | $2,797,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $16,195,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,298,000 | 4 |
Other Fiduciary Accounts | $276,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,097,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $501,720,000 | 3 |
Personal Trust and Agency Accounts | $1,393,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $54,000 | 77 |
Employee Benefit-defined Benefit Accounts | $294,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $357,911,000 | 3 |
Corporate Trust and Agency Accounts | $138,772,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $72,000 | 15 |
Other Fiduciary Accounts | $3,224,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $599,879,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $5,557,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $358,550,000 | 7 |
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 | $555,308,000 | 4 |
Number of Managed Accounts | $51,241,000 | 8 |
Personal Trust and Agency Accounts | $17,519,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $87,000 | 44 |
Employee Benefit-defined Benefit Accounts | $76,000 | 16 |
Number of other employee benefit and retirement-related accounts | $10,014,000 | 11 |
Corporate Trust and Agency Accounts | $2,859,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $16,092,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,311,000 | 4 |
Other Fiduciary Accounts | $283,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $10,014,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $504,067,000 | 3 |
Personal Trust and Agency Accounts | $1,397,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $56,000 | 78 |
Employee Benefit-defined Benefit Accounts | $296,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $361,228,000 | 3 |
Corporate Trust and Agency Accounts | $137,889,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 15 |
Other Fiduciary Accounts | $3,128,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $596,584,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $5,317,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $361,823,000 | 7 |
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 | $554,231,000 | 4 |
Number of Managed Accounts | $51,198,000 | 7 |
Personal Trust and Agency Accounts | $17,689,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $96,000 | 44 |
Employee Benefit-defined Benefit Accounts | $76,000 | 15 |
Number of other employee benefit and retirement-related accounts | $9,955,000 | 11 |
Corporate Trust and Agency Accounts | $2,818,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $16,002,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,280,000 | 4 |
Other Fiduciary Accounts | $282,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,955,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $503,033,000 | 3 |
Personal Trust and Agency Accounts | $1,412,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $58,000 | 80 |
Employee Benefit-defined Benefit Accounts | $295,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $361,336,000 | 3 |
Corporate Trust and Agency Accounts | $136,859,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 16 |
Other Fiduciary Accounts | $2,997,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $593,755,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $4,991,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $361,911,000 | 6 |
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 | $555,968,000 | 3 |
Number of Managed Accounts | $51,085,000 | 8 |
Personal Trust and Agency Accounts | $17,739,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $112,000 | 36 |
Employee Benefit-defined Benefit Accounts | $79,000 | 12 |
Number of other employee benefit and retirement-related accounts | $9,917,000 | 11 |
Corporate Trust and Agency Accounts | $2,763,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,924,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,269,000 | 4 |
Other Fiduciary Accounts | $282,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,917,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $42,875,000 | 4 |
Number of Non-Managed Accounts | $504,883,000 | 3 |
Personal Trust and Agency Accounts | $1,440,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $57,000 | 83 |
Employee Benefit-defined Benefit Accounts | $291,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $361,958,000 | 3 |
Corporate Trust and Agency Accounts | $138,054,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 16 |
Other Fiduciary Accounts | $3,008,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $596,709,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $5,017,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $362,530,000 | 6 |
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 | $556,949,000 | 4 |
Number of Managed Accounts | $51,020,000 | 7 |
Personal Trust and Agency Accounts | $18,002,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $121,000 | 32 |
Employee Benefit-defined Benefit Accounts | $77,000 | 13 |
Number of other employee benefit and retirement-related accounts | $9,780,000 | 12 |
Corporate Trust and Agency Accounts | $2,745,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,783,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,229,000 | 4 |
Other Fiduciary Accounts | $283,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,780,000 | 12 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $505,929,000 | 4 |
Personal Trust and Agency Accounts | $1,431,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $60,000 | 78 |
Employee Benefit-defined Benefit Accounts | $289,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $365,534,000 | 4 |
Corporate Trust and Agency Accounts | $135,624,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 16 |
Other Fiduciary Accounts | $2,917,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $593,610,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $4,854,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $366,107,000 | 6 |
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 | $557,655,000 | 3 |
Number of Managed Accounts | $51,065,000 | 7 |
Personal Trust and Agency Accounts | $18,301,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $122,000 | 31 |
Employee Benefit-defined Benefit Accounts | $81,000 | 12 |
Number of other employee benefit and retirement-related accounts | $9,695,000 | 12 |
Corporate Trust and Agency Accounts | $2,753,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,609,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,219,000 | 4 |
Other Fiduciary Accounts | $285,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,694,000 | 12 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $506,590,000 | 3 |
Personal Trust and Agency Accounts | $1,441,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $61,000 | 78 |
Employee Benefit-defined Benefit Accounts | $288,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $366,353,000 | 3 |
Corporate Trust and Agency Accounts | $135,462,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $73,000 | 16 |
Other Fiduciary Accounts | $2,912,000 | 3 |
Memoranda |
Custody and Safekeeping Accounts | $595,207,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $4,640,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $366,929,000 | 5 |
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 | $559,282,000 | 3 |
Number of Managed Accounts | $50,986,000 | 7 |
Personal Trust and Agency Accounts | $18,656,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $122,000 | 31 |
Employee Benefit-defined Benefit Accounts | $84,000 | 14 |
Number of other employee benefit and retirement-related accounts | $9,544,000 | 12 |
Corporate Trust and Agency Accounts | $2,747,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,325,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,214,000 | 4 |
Other Fiduciary Accounts | $294,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,543,000 | 12 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $508,296,000 | 3 |
Personal Trust and Agency Accounts | $1,458,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $61,000 | 75 |
Employee Benefit-defined Benefit Accounts | $285,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $368,887,000 | 3 |
Corporate Trust and Agency Accounts | $134,696,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 16 |
Other Fiduciary Accounts | $2,834,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $591,932,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $4,529,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $369,450,000 | 5 |
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 | $560,658,000 | 3 |
Number of Managed Accounts | $50,698,000 | 7 |
Personal Trust and Agency Accounts | $18,738,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $125,000 | 29 |
Employee Benefit-defined Benefit Accounts | $83,000 | 16 |
Number of other employee benefit and retirement-related accounts | $9,443,000 | 12 |
Corporate Trust and Agency Accounts | $2,704,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,154,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,163,000 | 4 |
Other Fiduciary Accounts | $288,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,442,000 | 12 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $43,341,000 | 4 |
Number of Non-Managed Accounts | $509,960,000 | 3 |
Personal Trust and Agency Accounts | $1,495,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $62,000 | 80 |
Employee Benefit-defined Benefit Accounts | $273,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $369,751,000 | 3 |
Corporate Trust and Agency Accounts | $135,494,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 16 |
Other Fiduciary Accounts | $2,811,000 | 6 |
Memoranda |
Custody and Safekeeping Accounts | $589,787,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $4,474,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $370,320,000 | 5 |
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 | $553,437,000 | 3 |
Number of Managed Accounts | $50,562,000 | 7 |
Personal Trust and Agency Accounts | $18,992,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $128,000 | 30 |
Employee Benefit-defined Benefit Accounts | $82,000 | 16 |
Number of other employee benefit and retirement-related accounts | $9,252,000 | 11 |
Corporate Trust and Agency Accounts | $2,700,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,017,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,101,000 | 4 |
Other Fiduciary Accounts | $290,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,251,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $502,875,000 | 3 |
Personal Trust and Agency Accounts | $1,459,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $63,000 | 77 |
Employee Benefit-defined Benefit Accounts | $285,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $365,981,000 | 3 |
Corporate Trust and Agency Accounts | $132,230,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 17 |
Other Fiduciary Accounts | $2,782,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $587,775,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $4,315,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $366,544,000 | 5 |
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 | $553,831,000 | 3 |
Number of Managed Accounts | $50,569,000 | 7 |
Personal Trust and Agency Accounts | $19,289,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $131,000 | 30 |
Employee Benefit-defined Benefit Accounts | $81,000 | 16 |
Number of other employee benefit and retirement-related accounts | $9,143,000 | 11 |
Corporate Trust and Agency Accounts | $2,726,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,822,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,099,000 | 4 |
Other Fiduciary Accounts | $278,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,142,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $503,262,000 | 3 |
Personal Trust and Agency Accounts | $1,451,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $63,000 | 77 |
Employee Benefit-defined Benefit Accounts | $282,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $366,627,000 | 3 |
Corporate Trust and Agency Accounts | $132,027,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 17 |
Other Fiduciary Accounts | $2,736,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $587,826,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $4,153,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $367,187,000 | 5 |
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 | $554,734,000 | 3 |
Number of Managed Accounts | $50,612,000 | 7 |
Personal Trust and Agency Accounts | $19,525,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $137,000 | 29 |
Employee Benefit-defined Benefit Accounts | $86,000 | 16 |
Number of other employee benefit and retirement-related accounts | $9,045,000 | 11 |
Corporate Trust and Agency Accounts | $2,798,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,691,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,066,000 | 4 |
Other Fiduciary Accounts | $264,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $9,044,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $504,122,000 | 3 |
Personal Trust and Agency Accounts | $1,457,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $63,000 | 76 |
Employee Benefit-defined Benefit Accounts | $278,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $368,190,000 | 3 |
Corporate Trust and Agency Accounts | $131,558,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 15 |
Other Fiduciary Accounts | $2,500,000 | 4 |
Memoranda |
Custody and Safekeeping Accounts | $585,530,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $3,937,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $368,765,000 | 5 |
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 | $557,236,000 | 2 |
Number of Managed Accounts | $50,444,000 | 7 |
Personal Trust and Agency Accounts | $19,595,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $143,000 | 26 |
Employee Benefit-defined Benefit Accounts | $91,000 | 15 |
Number of other employee benefit and retirement-related accounts | $8,907,000 | 11 |
Corporate Trust and Agency Accounts | $2,808,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,577,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,063,000 | 4 |
Other Fiduciary Accounts | $260,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,906,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $40,610,000 | 3 |
Number of Non-Managed Accounts | $506,792,000 | 3 |
Personal Trust and Agency Accounts | $1,495,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $66,000 | 78 |
Employee Benefit-defined Benefit Accounts | $274,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $368,939,000 | 3 |
Corporate Trust and Agency Accounts | $133,434,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 298 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 15 |
Other Fiduciary Accounts | $2,508,000 | 6 |
Memoranda |
Custody and Safekeeping Accounts | $587,701,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $4,005,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $369,520,000 | 5 |
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 | $563,162,000 | 2 |
Number of Managed Accounts | $50,177,000 | 7 |
Personal Trust and Agency Accounts | $19,800,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $139,000 | 26 |
Employee Benefit-defined Benefit Accounts | $99,000 | 14 |
Number of other employee benefit and retirement-related accounts | $8,845,000 | 11 |
Corporate Trust and Agency Accounts | $2,803,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,172,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,071,000 | 4 |
Other Fiduciary Accounts | $248,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,844,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $512,985,000 | 2 |
Personal Trust and Agency Accounts | $1,484,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $67,000 | 76 |
Employee Benefit-defined Benefit Accounts | $274,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $376,523,000 | 3 |
Corporate Trust and Agency Accounts | $132,147,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 15 |
Other Fiduciary Accounts | $2,414,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $605,777,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $3,810,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $377,101,000 | 5 |
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 | $573,008,000 | 2 |
Number of Managed Accounts | $50,418,000 | 7 |
Personal Trust and Agency Accounts | $20,094,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $139,000 | 25 |
Employee Benefit-defined Benefit Accounts | $100,000 | 14 |
Number of other employee benefit and retirement-related accounts | $8,769,000 | 11 |
Corporate Trust and Agency Accounts | $2,780,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,052,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,235,000 | 4 |
Other Fiduciary Accounts | $249,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,767,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $522,590,000 | 2 |
Personal Trust and Agency Accounts | $1,483,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $71,000 | 73 |
Employee Benefit-defined Benefit Accounts | $287,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $387,390,000 | 3 |
Corporate Trust and Agency Accounts | $130,965,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 194 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 16 |
Other Fiduciary Accounts | $2,318,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $601,099,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $3,824,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $388,046,000 | 5 |
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 | $581,598,000 | 2 |
Number of Managed Accounts | $50,407,000 | 7 |
Personal Trust and Agency Accounts | $20,304,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $143,000 | 24 |
Employee Benefit-defined Benefit Accounts | $102,000 | 11 |
Number of other employee benefit and retirement-related accounts | $8,684,000 | 11 |
Corporate Trust and Agency Accounts | $2,843,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,901,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,170,000 | 4 |
Other Fiduciary Accounts | $260,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,682,000 | 11 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $531,191,000 | 2 |
Personal Trust and Agency Accounts | $1,492,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $73,000 | 73 |
Employee Benefit-defined Benefit Accounts | $272,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $398,350,000 | 3 |
Corporate Trust and Agency Accounts | $128,673,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 193 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 15 |
Other Fiduciary Accounts | $2,255,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $599,243,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $3,686,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $399,023,000 | 5 |
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 | $595,825,000 | 2 |
Number of Managed Accounts | $50,289,000 | 7 |
Personal Trust and Agency Accounts | $20,519,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $149,000 | 24 |
Employee Benefit-defined Benefit Accounts | $109,000 | 12 |
Number of other employee benefit and retirement-related accounts | $8,573,000 | 10 |
Corporate Trust and Agency Accounts | $2,843,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,789,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,046,000 | 4 |
Other Fiduciary Accounts | $261,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,571,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $40,080,000 | 5 |
Number of Non-Managed Accounts | $545,536,000 | 2 |
Personal Trust and Agency Accounts | $1,564,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $76,000 | 78 |
Employee Benefit-defined Benefit Accounts | $274,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $411,921,000 | 2 |
Corporate Trust and Agency Accounts | $129,401,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 319 |
Number (#) individual retirement, health savings, and other similar accounts | $77,000 | 14 |
Other Fiduciary Accounts | $2,222,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $598,116,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $3,577,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $412,726,000 | 4 |
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 | $633,244,000 | 2 |
Number of Managed Accounts | $50,438,000 | 7 |
Personal Trust and Agency Accounts | $20,797,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $146,000 | 25 |
Employee Benefit-defined Benefit Accounts | $111,000 | 11 |
Number of other employee benefit and retirement-related accounts | $8,535,000 | 10 |
Corporate Trust and Agency Accounts | $2,874,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,685,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,034,000 | 4 |
Other Fiduciary Accounts | $256,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,533,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $582,806,000 | 2 |
Personal Trust and Agency Accounts | $1,539,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $81,000 | 71 |
Employee Benefit-defined Benefit Accounts | $272,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $448,737,000 | 2 |
Corporate Trust and Agency Accounts | $129,952,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 190 |
Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 13 |
Other Fiduciary Accounts | $2,145,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $925,748,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $3,406,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $777,206,000 | 4 |
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 | $652,116,000 | 2 |
Number of Managed Accounts | $50,484,000 | 8 |
Personal Trust and Agency Accounts | $20,973,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $148,000 | 25 |
Employee Benefit-defined Benefit Accounts | $110,000 | 11 |
Number of other employee benefit and retirement-related accounts | $8,461,000 | 11 |
Corporate Trust and Agency Accounts | $2,951,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,557,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,023,000 | 4 |
Other Fiduciary Accounts | $261,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,459,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $601,632,000 | 2 |
Personal Trust and Agency Accounts | $1,522,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $82,000 | 72 |
Employee Benefit-defined Benefit Accounts | $276,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $468,192,000 | 2 |
Corporate Trust and Agency Accounts | $129,428,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 15 |
Other Fiduciary Accounts | $2,053,000 | 5 |
Memoranda |
Custody and Safekeeping Accounts | $917,484,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $2,972,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $789,653,000 | 4 |
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 | $650,902,000 | 2 |
Number of Managed Accounts | $50,352,000 | 7 |
Personal Trust and Agency Accounts | $21,120,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $154,000 | 25 |
Employee Benefit-defined Benefit Accounts | $112,000 | 12 |
Number of other employee benefit and retirement-related accounts | $8,366,000 | 10 |
Corporate Trust and Agency Accounts | $2,948,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,396,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,993,000 | 4 |
Other Fiduciary Accounts | $263,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,364,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $600,550,000 | 2 |
Personal Trust and Agency Accounts | $1,527,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $82,000 | 75 |
Employee Benefit-defined Benefit Accounts | $276,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $468,462,000 | 2 |
Corporate Trust and Agency Accounts | $128,148,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $78,000 | 16 |
Other Fiduciary Accounts | $1,977,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $903,551,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $2,750,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $783,381,000 | 4 |
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 | $648,754,000 | 2 |
Number of Managed Accounts | $51,427,000 | 7 |
Personal Trust and Agency Accounts | $22,133,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $165,000 | 24 |
Employee Benefit-defined Benefit Accounts | $117,000 | 13 |
Number of other employee benefit and retirement-related accounts | $8,325,000 | 10 |
Corporate Trust and Agency Accounts | $3,078,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,353,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,986,000 | 4 |
Other Fiduciary Accounts | $270,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,323,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $40,359,000 | 5 |
Number of Non-Managed Accounts | $597,327,000 | 2 |
Personal Trust and Agency Accounts | $1,455,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $85,000 | 75 |
Employee Benefit-defined Benefit Accounts | $275,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $467,562,000 | 2 |
Corporate Trust and Agency Accounts | $125,928,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $75,000 | 17 |
Other Fiduciary Accounts | $1,947,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $917,432,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $2,585,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $774,684,000 | 4 |
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 | $801,314,000 | 2 |
Number of Managed Accounts | $51,595,000 | 7 |
Personal Trust and Agency Accounts | $22,228,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $169,000 | 23 |
Employee Benefit-defined Benefit Accounts | $120,000 | 11 |
Number of other employee benefit and retirement-related accounts | $8,245,000 | 10 |
Corporate Trust and Agency Accounts | $3,099,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,247,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,211,000 | 4 |
Other Fiduciary Accounts | $276,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,243,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $749,719,000 | 2 |
Personal Trust and Agency Accounts | $1,428,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $93,000 | 66 |
Employee Benefit-defined Benefit Accounts | $274,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $622,187,000 | 2 |
Corporate Trust and Agency Accounts | $123,772,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 15 |
Other Fiduciary Accounts | $1,891,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $922,849,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $2,252,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $933,650,000 | 3 |
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 | $805,306,000 | 2 |
Number of Managed Accounts | $51,271,000 | 7 |
Personal Trust and Agency Accounts | $22,439,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $174,000 | 18 |
Employee Benefit-defined Benefit Accounts | $120,000 | 11 |
Number of other employee benefit and retirement-related accounts | $8,142,000 | 10 |
Corporate Trust and Agency Accounts | $3,148,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,156,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,823,000 | 4 |
Other Fiduciary Accounts | $269,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,140,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $754,035,000 | 2 |
Personal Trust and Agency Accounts | $1,414,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $98,000 | 65 |
Employee Benefit-defined Benefit Accounts | $272,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $626,912,000 | 2 |
Corporate Trust and Agency Accounts | $123,432,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 15 |
Other Fiduciary Accounts | $1,831,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $933,554,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $2,238,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $942,232,000 | 3 |
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 | $788,690,000 | 3 |
Number of Managed Accounts | $51,440,000 | 7 |
Personal Trust and Agency Accounts | $22,812,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $188,000 | 18 |
Employee Benefit-defined Benefit Accounts | $122,000 | 10 |
Number of other employee benefit and retirement-related accounts | $7,972,000 | 10 |
Corporate Trust and Agency Accounts | $3,280,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,012,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,790,000 | 4 |
Other Fiduciary Accounts | $264,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,970,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $737,250,000 | 3 |
Personal Trust and Agency Accounts | $1,397,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $108,000 | 64 |
Employee Benefit-defined Benefit Accounts | $265,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $609,330,000 | 3 |
Corporate Trust and Agency Accounts | $124,275,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 15 |
Other Fiduciary Accounts | $1,796,000 | 9 |
Memoranda |
Custody and Safekeeping Accounts | $855,859,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $2,148,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $921,887,000 | 4 |
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 | $794,537,000 | 3 |
Number of Managed Accounts | $53,291,000 | 7 |
Personal Trust and Agency Accounts | $24,631,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $199,000 | 18 |
Employee Benefit-defined Benefit Accounts | $124,000 | 11 |
Number of other employee benefit and retirement-related accounts | $7,854,000 | 10 |
Corporate Trust and Agency Accounts | $3,465,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,930,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,805,000 | 4 |
Other Fiduciary Accounts | $283,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,852,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $42,990,000 | 5 |
Number of Non-Managed Accounts | $741,246,000 | 3 |
Personal Trust and Agency Accounts | $1,395,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $113,000 | 67 |
Employee Benefit-defined Benefit Accounts | $290,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $611,915,000 | 3 |
Corporate Trust and Agency Accounts | $125,713,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $80,000 | 18 |
Other Fiduciary Accounts | $1,740,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $1,111,500,000 | 2 |
Fiduciary Accounts Held in Foreign Offices | $1,982,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $919,191,000 | 4 |
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 | $772,375,000 | 3 |
Number of Managed Accounts | $53,990,000 | 7 |
Personal Trust and Agency Accounts | $25,470,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $197,000 | 15 |
Employee Benefit-defined Benefit Accounts | $123,000 | 11 |
Number of other employee benefit and retirement-related accounts | $7,769,000 | 10 |
Corporate Trust and Agency Accounts | $3,568,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,760,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,820,000 | 4 |
Other Fiduciary Accounts | $283,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,767,000 | 10 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $718,385,000 | 3 |
Personal Trust and Agency Accounts | $1,513,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $109,000 | 67 |
Employee Benefit-defined Benefit Accounts | $291,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $589,850,000 | 3 |
Corporate Trust and Agency Accounts | $124,863,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $79,000 | 16 |
Other Fiduciary Accounts | $1,680,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $1,065,418,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $1,672,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $862,767,000 | 5 |
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 | $732,748,000 | 3 |
Number of Managed Accounts | $54,102,000 | 7 |
Personal Trust and Agency Accounts | $25,758,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $197,000 | 15 |
Employee Benefit-defined Benefit Accounts | $125,000 | 12 |
Number of other employee benefit and retirement-related accounts | $7,680,000 | 9 |
Corporate Trust and Agency Accounts | $3,540,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,701,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,819,000 | 4 |
Other Fiduciary Accounts | $282,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,678,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $678,646,000 | 3 |
Personal Trust and Agency Accounts | $1,510,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $109,000 | 69 |
Employee Benefit-defined Benefit Accounts | $291,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $550,635,000 | 3 |
Corporate Trust and Agency Accounts | $124,392,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 16 |
Other Fiduciary Accounts | $1,628,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $1,013,654,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $1,551,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $820,170,000 | 6 |
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 | $728,534,000 | 3 |
Number of Managed Accounts | $54,197,000 | 7 |
Personal Trust and Agency Accounts | $25,983,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $310,000 | 13 |
Employee Benefit-defined Benefit Accounts | $123,000 | 13 |
Number of other employee benefit and retirement-related accounts | $7,632,000 | 9 |
Corporate Trust and Agency Accounts | $3,538,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,628,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,747,000 | 4 |
Other Fiduciary Accounts | $236,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,630,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $674,337,000 | 3 |
Personal Trust and Agency Accounts | $1,527,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $92,000 | 74 |
Employee Benefit-defined Benefit Accounts | $289,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $543,580,000 | 3 |
Corporate Trust and Agency Accounts | $127,152,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 15 |
Other Fiduciary Accounts | $1,616,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $969,851,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $1,599,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $808,478,000 | 6 |
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 | $769,505,000 | 3 |
Number of Managed Accounts | $54,624,000 | 7 |
Personal Trust and Agency Accounts | $26,275,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $292,000 | 13 |
Employee Benefit-defined Benefit Accounts | $124,000 | 14 |
Number of other employee benefit and retirement-related accounts | $7,625,000 | 9 |
Corporate Trust and Agency Accounts | $3,701,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,501,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,856,000 | 4 |
Other Fiduciary Accounts | $250,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,622,000 | 9 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $43,808,000 | 5 |
Number of Non-Managed Accounts | $714,881,000 | 3 |
Personal Trust and Agency Accounts | $1,571,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $113,000 | 74 |
Employee Benefit-defined Benefit Accounts | $296,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $581,408,000 | 3 |
Corporate Trust and Agency Accounts | $129,843,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 14 |
Other Fiduciary Accounts | $1,569,000 | 8 |
Memoranda |
Custody and Safekeeping Accounts | $939,884,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $1,612,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $849,507,000 | 6 |
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 | $774,179,000 | 3 |
Number of Managed Accounts | $54,428,000 | 7 |
Personal Trust and Agency Accounts | $26,405,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $277,000 | 13 |
Employee Benefit-defined Benefit Accounts | $124,000 | 13 |
Number of other employee benefit and retirement-related accounts | $7,561,000 | 8 |
Corporate Trust and Agency Accounts | $3,792,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,299,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,728,000 | 4 |
Other Fiduciary Accounts | $242,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,558,000 | 8 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $719,751,000 | 3 |
Personal Trust and Agency Accounts | $1,689,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $106,000 | 67 |
Employee Benefit-defined Benefit Accounts | $294,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $582,054,000 | 3 |
Corporate Trust and Agency Accounts | $134,025,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $81,000 | 12 |
Other Fiduciary Accounts | $1,502,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $890,867,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $1,592,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $816,179,000 | 6 |
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 | $773,723,000 | 3 |
Number of Managed Accounts | $54,570,000 | 7 |
Personal Trust and Agency Accounts | $26,740,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $280,000 | 13 |
Employee Benefit-defined Benefit Accounts | $120,000 | 14 |
Number of other employee benefit and retirement-related accounts | $7,589,000 | 8 |
Corporate Trust and Agency Accounts | $3,594,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,291,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,715,000 | 4 |
Other Fiduciary Accounts | $241,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,555,000 | 8 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $719,153,000 | 3 |
Personal Trust and Agency Accounts | $1,704,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $114,000 | 65 |
Employee Benefit-defined Benefit Accounts | $314,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $582,310,000 | 3 |
Corporate Trust and Agency Accounts | $133,359,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $58,000 | 16 |
Other Fiduciary Accounts | $1,294,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $845,221,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $1,588,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $778,011,000 | 6 |
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 | $803,281,000 | 3 |
Number of Managed Accounts | $55,008,000 | 7 |
Personal Trust and Agency Accounts | $27,122,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $297,000 | 11 |
Employee Benefit-defined Benefit Accounts | $121,000 | 15 |
Number of other employee benefit and retirement-related accounts | $7,630,000 | 8 |
Corporate Trust and Agency Accounts | $3,596,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,273,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,725,000 | 5 |
Other Fiduciary Accounts | $244,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,587,000 | 8 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $748,273,000 | 3 |
Personal Trust and Agency Accounts | $1,717,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $286,000 | 39 |
Employee Benefit-defined Benefit Accounts | $685,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $611,778,000 | 3 |
Corporate Trust and Agency Accounts | $132,511,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $59,000 | 16 |
Other Fiduciary Accounts | $1,237,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $827,759,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $1,819,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $796,640,000 | 6 |
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 | $804,966,000 | 3 |
Number of Managed Accounts | $54,806,000 | 7 |
Personal Trust and Agency Accounts | $28,071,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $155,000 | 27 |
Employee Benefit-defined Benefit Accounts | $106,000 | 17 |
Number of other employee benefit and retirement-related accounts | $7,618,000 | 7 |
Corporate Trust and Agency Accounts | $3,355,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,706,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,553,000 | 6 |
Other Fiduciary Accounts | $242,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,614,000 | 7 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $44,712,000 | 5 |
Number of Non-Managed Accounts | $750,160,000 | 3 |
Personal Trust and Agency Accounts | $1,780,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 151 |
Employee Benefit-defined Benefit Accounts | $197,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $612,863,000 | 3 |
Corporate Trust and Agency Accounts | $134,092,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $57,000 | 15 |
Other Fiduciary Accounts | $1,136,000 | 7 |
Memoranda |
Custody and Safekeeping Accounts | $814,458,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $1,884,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $793,152,000 | 6 |
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 | $800,707,000 | 3 |
Number of Managed Accounts | $55,417,000 | 5 |
Personal Trust and Agency Accounts | $28,463,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $162,000 | 21 |
Employee Benefit-defined Benefit Accounts | $114,000 | 14 |
Number of other employee benefit and retirement-related accounts | $7,669,000 | 7 |
Corporate Trust and Agency Accounts | $3,327,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,934,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,493,000 | 7 |
Other Fiduciary Accounts | $255,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,666,000 | 7 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $745,290,000 | 3 |
Personal Trust and Agency Accounts | $1,761,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $34,000 | 131 |
Employee Benefit-defined Benefit Accounts | $179,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $612,415,000 | 3 |
Corporate Trust and Agency Accounts | $130,374,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $57,000 | 12 |
Other Fiduciary Accounts | $470,000 | 10 |
Memoranda |
Custody and Safekeeping Accounts | $784,627,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $1,868,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $765,550,000 | 5 |
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 | $801,745,000 | 3 |
Number of Managed Accounts | $55,926,000 | 5 |
Personal Trust and Agency Accounts | $28,821,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $168,000 | 20 |
Employee Benefit-defined Benefit Accounts | $117,000 | 13 |
Number of other employee benefit and retirement-related accounts | $7,670,000 | 7 |
Corporate Trust and Agency Accounts | $3,357,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,052,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,484,000 | 6 |
Other Fiduciary Accounts | $257,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,667,000 | 7 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $745,819,000 | 3 |
Personal Trust and Agency Accounts | $1,790,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $35,000 | 133 |
Employee Benefit-defined Benefit Accounts | $157,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $614,081,000 | 3 |
Corporate Trust and Agency Accounts | $129,263,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $57,000 | 13 |
Other Fiduciary Accounts | $436,000 | 10 |
Memoranda |
Custody and Safekeeping Accounts | $707,529,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $2,265,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $763,082,000 | 5 |
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 | $801,258,000 | 3 |
Number of Managed Accounts | $56,503,000 | 5 |
Personal Trust and Agency Accounts | $29,235,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $140,000 | 25 |
Employee Benefit-defined Benefit Accounts | $115,000 | 13 |
Number of other employee benefit and retirement-related accounts | $7,767,000 | 6 |
Corporate Trust and Agency Accounts | $3,298,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,266,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,436,000 | 6 |
Other Fiduciary Accounts | $246,000 | 4 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,761,000 | 6 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $744,755,000 | 3 |
Personal Trust and Agency Accounts | $1,805,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $36,000 | 138 |
Employee Benefit-defined Benefit Accounts | $196,000 | 20 |
Number non-managed other employee benefit and retirement-related accounts | $612,452,000 | 3 |
Corporate Trust and Agency Accounts | $129,782,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $59,000 | 13 |
Other Fiduciary Accounts | $425,000 | 12 |
Memoranda |
Custody and Safekeeping Accounts | $668,603,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $2,306,000 | 6 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $759,312,000 | 6 |
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 | $778,227,000 | 3 |
Number of Managed Accounts | $56,899,000 | 5 |
Personal Trust and Agency Accounts | $29,543,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $144,000 | 32 |
Employee Benefit-defined Benefit Accounts | $117,000 | 15 |
Number of other employee benefit and retirement-related accounts | $7,869,000 | 6 |
Corporate Trust and Agency Accounts | $3,266,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,247,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,438,000 | 6 |
Other Fiduciary Accounts | $275,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,850,000 | 5 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $49,025,000 | 5 |
Number of Non-Managed Accounts | $721,328,000 | 3 |
Personal Trust and Agency Accounts | $1,902,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $36,000 | 155 |
Employee Benefit-defined Benefit Accounts | $190,000 | 20 |
Number non-managed other employee benefit and retirement-related accounts | $594,070,000 | 3 |
Corporate Trust and Agency Accounts | $124,646,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $57,000 | 14 |
Other Fiduciary Accounts | $427,000 | 12 |
Memoranda |
Custody and Safekeeping Accounts | $662,604,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $739,068,000 | 6 |
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 | $786,639,000 | 3 |
Number of Managed Accounts | $59,153,000 | 5 |
Personal Trust and Agency Accounts | $31,601,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $160,000 | 28 |
Employee Benefit-defined Benefit Accounts | $119,000 | 13 |
Number of other employee benefit and retirement-related accounts | $7,892,000 | 6 |
Corporate Trust and Agency Accounts | $3,284,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,385,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,433,000 | 6 |
Other Fiduciary Accounts | $279,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,874,000 | 5 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $727,486,000 | 3 |
Personal Trust and Agency Accounts | $1,898,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,445,000 | 18 |
Employee Benefit-defined Benefit Accounts | $175,000 | 20 |
Number non-managed other employee benefit and retirement-related accounts | $598,922,000 | 3 |
Corporate Trust and Agency Accounts | $124,560,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $54,000 | 13 |
Other Fiduciary Accounts | $432,000 | 11 |
Memoranda |
Custody and Safekeeping Accounts | $614,873,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $696,647,000 | 6 |
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 | $791,794,000 | 3 |
Number of Managed Accounts | $59,899,000 | 5 |
Personal Trust and Agency Accounts | $32,200,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $167,000 | 27 |
Employee Benefit-defined Benefit Accounts | $118,000 | 13 |
Number of other employee benefit and retirement-related accounts | $7,939,000 | 6 |
Corporate Trust and Agency Accounts | $3,241,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,521,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,406,000 | 6 |
Other Fiduciary Accounts | $307,000 | 5 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,920,000 | 5 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $731,895,000 | 3 |
Personal Trust and Agency Accounts | $1,880,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,551,000 | 18 |
Employee Benefit-defined Benefit Accounts | $182,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $601,690,000 | 3 |
Corporate Trust and Agency Accounts | $126,131,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $61,000 | 14 |
Other Fiduciary Accounts | $400,000 | 11 |
Memoranda |
Custody and Safekeeping Accounts | $508,355,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $603,510,000 | 6 |
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 | $801,772,000 | 3 |
Number of Managed Accounts | $60,524,000 | 5 |
Personal Trust and Agency Accounts | $32,671,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $192,000 | 21 |
Employee Benefit-defined Benefit Accounts | $132,000 | 13 |
Number of other employee benefit and retirement-related accounts | $8,009,000 | 6 |
Corporate Trust and Agency Accounts | $2,873,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,599,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,370,000 | 6 |
Other Fiduciary Accounts | $678,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $7,990,000 | 4 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $741,248,000 | 3 |
Personal Trust and Agency Accounts | $8,939,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,638,000 | 19 |
Employee Benefit-defined Benefit Accounts | $180,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $602,077,000 | 3 |
Corporate Trust and Agency Accounts | $127,955,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $64,000 | 15 |
Other Fiduciary Accounts | $395,000 | 12 |
Memoranda |
Custody and Safekeeping Accounts | $505,870,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $603,855,000 | 6 |
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 | $813,124,000 | 4 |
Number of Managed Accounts | $61,587,000 | 4 |
Personal Trust and Agency Accounts | $33,521,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $205,000 | 23 |
Employee Benefit-defined Benefit Accounts | $130,000 | 15 |
Number of other employee benefit and retirement-related accounts | $8,041,000 | 3 |
Corporate Trust and Agency Accounts | $3,129,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,749,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $999,000 | 10 |
Other Fiduciary Accounts | $813,000 | 2 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $8,021,000 | 3 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $52,662,000 | 4 |
Number of Non-Managed Accounts | $751,537,000 | 4 |
Personal Trust and Agency Accounts | $8,950,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,325,000 | 6 |
Employee Benefit-defined Benefit Accounts | $144,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $602,902,000 | 4 |
Corporate Trust and Agency Accounts | $132,745,000 | 1 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $63,000 | 17 |
Other Fiduciary Accounts | $408,000 | 15 |
Memoranda |
Custody and Safekeeping Accounts | $502,512,000 | 6 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $603,021,000 | 7 |
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 | $716,581,000 | 4 |
Number of Managed Accounts | $61,569,000 | 4 |
Personal Trust and Agency Accounts | $34,610,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $201,000 | 19 |
Employee Benefit-defined Benefit Accounts | $114,000 | 15 |
Number of other employee benefit and retirement-related accounts | $8,058,000 | 3 |
Corporate Trust and Agency Accounts | $2,822,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,044,000 | 7 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $720,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $655,012,000 | 4 |
Personal Trust and Agency Accounts | $4,033,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,460,000 | 4 |
Employee Benefit-defined Benefit Accounts | $130,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $508,921,000 | 4 |
Corporate Trust and Agency Accounts | $135,137,000 | 1 |
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 | $331,000 | 18 |
Memoranda |
Custody and Safekeeping Accounts | $495,188,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $724,047,000 | 4 |
Number of Managed Accounts | $62,428,000 | 4 |
Personal Trust and Agency Accounts | $35,322,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $209,000 | 19 |
Employee Benefit-defined Benefit Accounts | $115,000 | 16 |
Number of other employee benefit and retirement-related accounts | $8,122,000 | 3 |
Corporate Trust and Agency Accounts | $2,747,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,168,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $745,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $661,619,000 | 4 |
Personal Trust and Agency Accounts | $4,045,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,505,000 | 4 |
Employee Benefit-defined Benefit Accounts | $134,000 | 22 |
Number non-managed other employee benefit and retirement-related accounts | $510,512,000 | 4 |
Corporate Trust and Agency Accounts | $140,107,000 | 1 |
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 | $316,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $572,886,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $732,479,000 | 3 |
Number of Managed Accounts | $63,255,000 | 4 |
Personal Trust and Agency Accounts | $35,992,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $215,000 | 19 |
Employee Benefit-defined Benefit Accounts | $116,000 | 17 |
Number of other employee benefit and retirement-related accounts | $8,247,000 | 3 |
Corporate Trust and Agency Accounts | $2,591,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,316,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $778,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $669,224,000 | 3 |
Personal Trust and Agency Accounts | $4,071,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $6,860,000 | 4 |
Employee Benefit-defined Benefit Accounts | $133,000 | 22 |
Number non-managed other employee benefit and retirement-related accounts | $514,105,000 | 3 |
Corporate Trust and Agency Accounts | $143,756,000 | 1 |
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 | $299,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $570,715,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $751,236,000 | 4 |
Number of Managed Accounts | $64,046,000 | 4 |
Personal Trust and Agency Accounts | $36,410,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $221,000 | 21 |
Employee Benefit-defined Benefit Accounts | $119,000 | 18 |
Number of other employee benefit and retirement-related accounts | $8,388,000 | 3 |
Corporate Trust and Agency Accounts | $2,571,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,543,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $794,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $687,190,000 | 4 |
Personal Trust and Agency Accounts | $4,186,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,054,000 | 5 |
Employee Benefit-defined Benefit Accounts | $132,000 | 24 |
Number non-managed other employee benefit and retirement-related accounts | $527,447,000 | 4 |
Corporate Trust and Agency Accounts | $148,065,000 | 1 |
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 | $306,000 | 25 |
Memoranda |
Custody and Safekeeping Accounts | $629,851,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $759,061,000 | 4 |
Number of Managed Accounts | $63,834,000 | 3 |
Personal Trust and Agency Accounts | $36,133,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $225,000 | 19 |
Employee Benefit-defined Benefit Accounts | $118,000 | 17 |
Number of other employee benefit and retirement-related accounts | $8,385,000 | 3 |
Corporate Trust and Agency Accounts | $2,706,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,469,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $798,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $695,227,000 | 4 |
Personal Trust and Agency Accounts | $4,208,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,040,000 | 5 |
Employee Benefit-defined Benefit Accounts | $131,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $532,942,000 | 4 |
Corporate Trust and Agency Accounts | $149,618,000 | 1 |
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 | $288,000 | 21 |
Memoranda |
Custody and Safekeeping Accounts | $607,617,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $765,364,000 | 4 |
Number of Managed Accounts | $64,908,000 | 3 |
Personal Trust and Agency Accounts | $36,771,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $231,000 | 20 |
Employee Benefit-defined Benefit Accounts | $119,000 | 19 |
Number of other employee benefit and retirement-related accounts | $8,403,000 | 3 |
Corporate Trust and Agency Accounts | $3,116,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,458,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $810,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $700,456,000 | 4 |
Personal Trust and Agency Accounts | $4,193,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,554,000 | 5 |
Employee Benefit-defined Benefit Accounts | $119,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $534,585,000 | 4 |
Corporate Trust and Agency Accounts | $152,758,000 | 1 |
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 | $247,000 | 22 |
Memoranda |
Custody and Safekeeping Accounts | $592,143,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $760,211,000 | 3 |
Number of Managed Accounts | $64,961,000 | 3 |
Personal Trust and Agency Accounts | $36,899,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $271,000 | 15 |
Employee Benefit-defined Benefit Accounts | $120,000 | 17 |
Number of other employee benefit and retirement-related accounts | $8,384,000 | 3 |
Corporate Trust and Agency Accounts | $3,114,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,354,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $819,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $695,250,000 | 3 |
Personal Trust and Agency Accounts | $4,197,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,801,000 | 5 |
Employee Benefit-defined Benefit Accounts | $133,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $529,524,000 | 3 |
Corporate Trust and Agency Accounts | $152,376,000 | 1 |
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 | $219,000 | 23 |
Memoranda |
Custody and Safekeeping Accounts | $584,080,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $761,790,000 | 3 |
Number of Managed Accounts | $65,117,000 | 3 |
Personal Trust and Agency Accounts | $37,066,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $275,000 | 17 |
Employee Benefit-defined Benefit Accounts | $127,000 | 19 |
Number of other employee benefit and retirement-related accounts | $8,397,000 | 2 |
Corporate Trust and Agency Accounts | $3,252,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,166,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $834,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $696,673,000 | 3 |
Personal Trust and Agency Accounts | $4,246,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,937,000 | 6 |
Employee Benefit-defined Benefit Accounts | $137,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $531,462,000 | 3 |
Corporate Trust and Agency Accounts | $152,717,000 | 1 |
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 | $174,000 | 35 |
Memoranda |
Custody and Safekeeping Accounts | $578,521,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $761,204,000 | 3 |
Number of Managed Accounts | $64,076,000 | 3 |
Personal Trust and Agency Accounts | $36,025,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $391,000 | 9 |
Employee Benefit-defined Benefit Accounts | $133,000 | 19 |
Number of other employee benefit and retirement-related accounts | $8,381,000 | 2 |
Corporate Trust and Agency Accounts | $3,299,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $15,001,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $846,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $697,128,000 | 3 |
Personal Trust and Agency Accounts | $4,248,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,062,000 | 6 |
Employee Benefit-defined Benefit Accounts | $140,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $532,669,000 | 3 |
Corporate Trust and Agency Accounts | $151,838,000 | 1 |
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 | $171,000 | 27 |
Memoranda |
Custody and Safekeeping Accounts | $558,277,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $742,593,000 | 3 |
Number of Managed Accounts | $64,898,000 | 3 |
Personal Trust and Agency Accounts | $36,381,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $958,000 | 5 |
Employee Benefit-defined Benefit Accounts | $138,000 | 20 |
Number of other employee benefit and retirement-related accounts | $8,263,000 | 1 |
Corporate Trust and Agency Accounts | $3,406,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,888,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $864,000 | 9 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $677,695,000 | 3 |
Personal Trust and Agency Accounts | $4,216,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $7,782,000 | 6 |
Employee Benefit-defined Benefit Accounts | $157,000 | 25 |
Number non-managed other employee benefit and retirement-related accounts | $513,032,000 | 3 |
Corporate Trust and Agency Accounts | $152,344,000 | 1 |
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 | $164,000 | 23 |
Memoranda |
Custody and Safekeeping Accounts | $469,363,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $738,148,000 | 4 |
Number of Managed Accounts | $63,312,000 | 4 |
Personal Trust and Agency Accounts | $35,630,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $980,000 | 5 |
Employee Benefit-defined Benefit Accounts | $151,000 | 19 |
Number of other employee benefit and retirement-related accounts | $7,785,000 | 2 |
Corporate Trust and Agency Accounts | $3,261,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,627,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $878,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $674,836,000 | 3 |
Personal Trust and Agency Accounts | $3,641,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,746,000 | 5 |
Employee Benefit-defined Benefit Accounts | $157,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $511,844,000 | 3 |
Corporate Trust and Agency Accounts | $150,304,000 | 1 |
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 | $144,000 | 26 |
Memoranda |
Custody and Safekeeping Accounts | $471,718,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $732,001,000 | 4 |
Number of Managed Accounts | $63,147,000 | 4 |
Personal Trust and Agency Accounts | $35,770,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,031,000 | 5 |
Employee Benefit-defined Benefit Accounts | $151,000 | 22 |
Number of other employee benefit and retirement-related accounts | $7,694,000 | 2 |
Corporate Trust and Agency Accounts | $3,375,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,231,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $895,000 | 9 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $668,854,000 | 3 |
Personal Trust and Agency Accounts | $3,792,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $8,853,000 | 4 |
Employee Benefit-defined Benefit Accounts | $151,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $508,109,000 | 3 |
Corporate Trust and Agency Accounts | $147,796,000 | 1 |
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 | $153,000 | 36 |
Memoranda |
Custody and Safekeeping Accounts | $469,821,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $728,285,000 | 4 |
Number of Managed Accounts | $63,053,000 | 4 |
Personal Trust and Agency Accounts | $35,766,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,023,000 | 5 |
Employee Benefit-defined Benefit Accounts | $156,000 | 17 |
Number of other employee benefit and retirement-related accounts | $7,665,000 | 2 |
Corporate Trust and Agency Accounts | $3,481,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $14,069,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $893,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $665,232,000 | 3 |
Personal Trust and Agency Accounts | $4,458,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,605,000 | 2 |
Employee Benefit-defined Benefit Accounts | $146,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $520,213,000 | 3 |
Corporate Trust and Agency Accounts | $129,697,000 | 1 |
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 | $113,000 | 32 |
Memoranda |
Custody and Safekeeping Accounts | $430,865,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $698,591,000 | 4 |
Number of Managed Accounts | $63,285,000 | 4 |
Personal Trust and Agency Accounts | $36,264,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,043,000 | 5 |
Employee Benefit-defined Benefit Accounts | $159,000 | 17 |
Number of other employee benefit and retirement-related accounts | $7,551,000 | 2 |
Corporate Trust and Agency Accounts | $3,534,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,830,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $904,000 | 10 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $635,306,000 | 3 |
Personal Trust and Agency Accounts | $4,499,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,328,000 | 4 |
Employee Benefit-defined Benefit Accounts | $165,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $520,125,000 | 3 |
Corporate Trust and Agency Accounts | $100,078,000 | 1 |
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 | $111,000 | 33 |
Memoranda |
Custody and Safekeeping Accounts | $457,082,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $687,847,000 | 4 |
Number of Managed Accounts | $63,359,000 | 4 |
Personal Trust and Agency Accounts | $36,654,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,040,000 | 5 |
Employee Benefit-defined Benefit Accounts | $163,000 | 16 |
Number of other employee benefit and retirement-related accounts | $7,425,000 | 2 |
Corporate Trust and Agency Accounts | $3,508,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,399,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,170,000 | 9 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
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 | $624,488,000 | 3 |
Personal Trust and Agency Accounts | $1,690,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,350,000 | 4 |
Employee Benefit-defined Benefit Accounts | $156,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $513,882,000 | 3 |
Corporate Trust and Agency Accounts | $98,249,000 | 1 |
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 | $161,000 | 28 |
Memoranda |
Custody and Safekeeping Accounts | $455,722,000 | 5 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# 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 | $748,061,000 | 4 |
Number of Managed Accounts | $62,617,000 | 5 |
Personal Trust and Agency Accounts | $36,182,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,111,000 | 4 |
Employee Benefit-defined Benefit Accounts | $175,000 | 17 |
Number of other employee benefit and retirement-related accounts | $7,299,000 | 2 |
Corporate Trust and Agency Accounts | $3,587,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,063,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,200,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $685,444,000 | 3 |
Personal Trust and Agency Accounts | $1,720,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $10,110,000 | 4 |
Employee Benefit-defined Benefit Accounts | $163,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $575,934,000 | 3 |
Corporate Trust and Agency Accounts | $97,075,000 | 1 |
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 | $442,000 | 22 |
Memoranda |
Custody and Safekeeping Accounts | $230,459,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# 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 | $769,646,000 | 4 |
Number of Managed Accounts | $62,657,000 | 5 |
Personal Trust and Agency Accounts | $36,922,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,117,000 | 3 |
Employee Benefit-defined Benefit Accounts | $182,000 | 15 |
Number of other employee benefit and retirement-related accounts | $7,246,000 | 2 |
Corporate Trust and Agency Accounts | $3,054,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,938,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,198,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $706,989,000 | 3 |
Personal Trust and Agency Accounts | $1,723,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,248,000 | 5 |
Employee Benefit-defined Benefit Accounts | $254,000 | 22 |
Number non-managed other employee benefit and retirement-related accounts | $600,612,000 | 3 |
Corporate Trust and Agency Accounts | $94,742,000 | 1 |
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 | $410,000 | 17 |
Memoranda |
Custody and Safekeeping Accounts | $227,990,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# 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 | $764,043,000 | 4 |
Number of Managed Accounts | $64,191,000 | 4 |
Personal Trust and Agency Accounts | $37,356,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,114,000 | 2 |
Employee Benefit-defined Benefit Accounts | $187,000 | 14 |
Number of other employee benefit and retirement-related accounts | $7,186,000 | 2 |
Corporate Trust and Agency Accounts | $3,139,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,722,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,487,000 | 3 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
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 | $699,852,000 | 3 |
Personal Trust and Agency Accounts | $1,740,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,326,000 | 5 |
Employee Benefit-defined Benefit Accounts | $252,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $593,756,000 | 3 |
Corporate Trust and Agency Accounts | $94,395,000 | 1 |
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 | $383,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $225,466,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# 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 | $755,603,000 | 4 |
Number of Managed Accounts | $64,612,000 | 5 |
Personal Trust and Agency Accounts | $38,384,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,144,000 | 3 |
Employee Benefit-defined Benefit Accounts | $191,000 | 17 |
Number of other employee benefit and retirement-related accounts | $7,126,000 | 1 |
Corporate Trust and Agency Accounts | $3,222,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $13,311,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,234,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $690,991,000 | 3 |
Personal Trust and Agency Accounts | $1,785,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $9,423,000 | 5 |
Employee Benefit-defined Benefit Accounts | $281,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $584,743,000 | 3 |
Corporate Trust and Agency Accounts | $94,369,000 | 1 |
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 | $390,000 | 19 |
Memoranda |
Custody and Safekeeping Accounts | $222,988,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
# 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 | $1,025,073,000 | 4 |
Number of Managed Accounts | $64,245,000 | 5 |
Personal Trust and Agency Accounts | $38,970,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,129,000 | 2 |
Employee Benefit-defined Benefit Accounts | $179,000 | 19 |
Number of other employee benefit and retirement-related accounts | $7,047,000 | 1 |
Corporate Trust and Agency Accounts | $3,268,000 | 1 |
Number of managed investment management and investment advisory agency accounts | $12,406,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,246,000 | 6 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
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 | $960,828,000 | 3 |
Personal Trust and Agency Accounts | $1,841,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $21,145,000 | 3 |
Employee Benefit-defined Benefit Accounts | $300,000 | 22 |
Number non-managed other employee benefit and retirement-related accounts | $840,894,000 | 3 |
Corporate Trust and Agency Accounts | $96,264,000 | 1 |
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 | $384,000 | 23 |
Memoranda |
Custody and Safekeeping Accounts | $238,999,000 | 7 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,011,899,000 | 4 |
Number of Managed Accounts | $63,369,000 | 6 |
Personal Trust and Agency Accounts | $38,637,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,187,000 | 4 |
Employee Benefit-defined Benefit Accounts | $174,000 | 18 |
Number of other employee benefit and retirement-related accounts | $6,988,000 | 1 |
Corporate Trust and Agency Accounts | $2,927,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $12,221,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,235,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $948,530,000 | 3 |
Personal Trust and Agency Accounts | $1,782,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,217,000 | 3 |
Employee Benefit-defined Benefit Accounts | $266,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $832,307,000 | 3 |
Corporate Trust and Agency Accounts | $90,617,000 | 1 |
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 | $341,000 | 22 |
Memoranda |
Custody and Safekeeping Accounts | $236,708,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,019,574,000 | 4 |
Number of Managed Accounts | $63,860,000 | 5 |
Personal Trust and Agency Accounts | $39,103,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,258,000 | 4 |
Employee Benefit-defined Benefit Accounts | $178,000 | 18 |
Number of other employee benefit and retirement-related accounts | $6,950,000 | 1 |
Corporate Trust and Agency Accounts | $2,936,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $12,096,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,339,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
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 | $955,714,000 | 3 |
Personal Trust and Agency Accounts | $1,826,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $23,801,000 | 3 |
Employee Benefit-defined Benefit Accounts | $317,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $842,000,000 | 3 |
Corporate Trust and Agency Accounts | $87,467,000 | 1 |
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 | $303,000 | 22 |
Memoranda |
Custody and Safekeeping Accounts | $219,811,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# 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 | $1,022,126,000 | 4 |
Number of Managed Accounts | $64,326,000 | 6 |
Personal Trust and Agency Accounts | $39,481,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,004,000 | 3 |
Employee Benefit-defined Benefit Accounts | $175,000 | 18 |
Number of other employee benefit and retirement-related accounts | $6,854,000 | 1 |
Corporate Trust and Agency Accounts | $2,730,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $11,789,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,293,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $957,800,000 | 3 |
Personal Trust and Agency Accounts | $1,928,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $26,046,000 | 3 |
Employee Benefit-defined Benefit Accounts | $445,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $838,466,000 | 3 |
Corporate Trust and Agency Accounts | $90,567,000 | 1 |
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 | $348,000 | 22 |
Memoranda |
Custody and Safekeeping Accounts | $228,734,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# 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 | $1,031,759,000 | 4 |
Number of Managed Accounts | $64,953,000 | 4 |
Personal Trust and Agency Accounts | $39,957,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,160,000 | 4 |
Employee Benefit-defined Benefit Accounts | $184,000 | 18 |
Number of other employee benefit and retirement-related accounts | $6,753,000 | 1 |
Corporate Trust and Agency Accounts | $2,823,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $11,738,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,338,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $966,806,000 | 3 |
Personal Trust and Agency Accounts | $1,980,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $26,366,000 | 3 |
Employee Benefit-defined Benefit Accounts | $171,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $842,385,000 | 3 |
Corporate Trust and Agency Accounts | $95,558,000 | 1 |
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 | $346,000 | 27 |
Memoranda |
Custody and Safekeeping Accounts | $220,132,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,005,079,000 | 4 |
Number of Managed Accounts | $64,817,000 | 5 |
Personal Trust and Agency Accounts | $40,202,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,326,000 | 4 |
Employee Benefit-defined Benefit Accounts | $187,000 | 18 |
Number of other employee benefit and retirement-related accounts | $6,664,000 | 1 |
Corporate Trust and Agency Accounts | $2,705,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $11,484,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,249,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
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 | $940,262,000 | 3 |
Personal Trust and Agency Accounts | $2,220,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,659,000 | 3 |
Employee Benefit-defined Benefit Accounts | $197,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $807,865,000 | 3 |
Corporate Trust and Agency Accounts | $104,007,000 | 1 |
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 | $314,000 | 23 |
Memoranda |
Custody and Safekeeping Accounts | $222,379,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $1,010,888,000 | 4 |
Number of Managed Accounts | $63,651,000 | 5 |
Personal Trust and Agency Accounts | $40,068,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,656,000 | 3 |
Employee Benefit-defined Benefit Accounts | $189,000 | 18 |
Number of other employee benefit and retirement-related accounts | $6,620,000 | 1 |
Corporate Trust and Agency Accounts | $2,035,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $11,767,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,316,000 | 7 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
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 | $947,237,000 | 3 |
Personal Trust and Agency Accounts | $2,372,000 | 8 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,865,000 | 3 |
Employee Benefit-defined Benefit Accounts | $185,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $814,625,000 | 3 |
Corporate Trust and Agency Accounts | $103,830,000 | 1 |
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 | $360,000 | 20 |
Memoranda |
Custody and Safekeeping Accounts | $224,414,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $1,007,335,000 | 4 |
Number of Managed Accounts | $62,892,000 | 5 |
Personal Trust and Agency Accounts | $39,267,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,823,000 | 3 |
Employee Benefit-defined Benefit Accounts | $203,000 | 18 |
Number of other employee benefit and retirement-related accounts | $6,566,000 | 1 |
Corporate Trust and Agency Accounts | $2,060,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $11,647,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,326,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
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 | $944,443,000 | 3 |
Personal Trust and Agency Accounts | $2,444,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $26,788,000 | 4 |
Employee Benefit-defined Benefit Accounts | $286,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $813,004,000 | 3 |
Corporate Trust and Agency Accounts | $101,561,000 | 1 |
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 | $360,000 | 18 |
Memoranda |
Custody and Safekeeping Accounts | $223,586,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# 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 | $973,513,000 | 4 |
Number of Managed Accounts | $64,223,000 | 5 |
Personal Trust and Agency Accounts | $39,959,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $2,299,000 | 3 |
Employee Benefit-defined Benefit Accounts | $235,000 | 17 |
Number of other employee benefit and retirement-related accounts | $6,597,000 | 1 |
Corporate Trust and Agency Accounts | $2,093,000 | 3 |
Number of managed investment management and investment advisory agency accounts | $11,715,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,325,000 | 8 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
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 | $909,290,000 | 3 |
Personal Trust and Agency Accounts | $2,523,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $25,598,000 | 4 |
Employee Benefit-defined Benefit Accounts | $410,000 | 22 |
Number non-managed other employee benefit and retirement-related accounts | $804,394,000 | 3 |
Corporate Trust and Agency Accounts | $76,012,000 | 1 |
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 | $353,000 | 21 |
Memoranda |
Custody and Safekeeping Accounts | $219,800,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $93,849,000 | 7 |
Number of Managed Accounts | $64,638,000 | 4 |
Personal Trust and Agency Accounts | $41,344,000 | 2 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,125,000 | 1 |
Employee Benefit-defined Benefit Accounts | $310,000 | 12 |
Number of other employee benefit and retirement-related accounts | $6,913,000 | 2 |
Corporate Trust and Agency Accounts | $300,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $11,468,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $178,000 | 29 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
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 | $29,211,000 | 10 |
Personal Trust and Agency Accounts | $4,108,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,941,000 | 4 |
Employee Benefit-defined Benefit Accounts | $815,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $3,821,000 | 11 |
Corporate Trust and Agency Accounts | $14,518,000 | 6 |
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 | $8,000 | 155 |
Memoranda |
Custody and Safekeeping Accounts | $14,179,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |