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 | $41,322,000 | 20 |
Number of Managed Accounts | $5,756,000 | 39 |
Personal Trust and Agency Accounts | $1,280,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $37,000 | 116 |
Employee Benefit-defined Benefit Accounts | $2,000 | 121 |
Number of other employee benefit and retirement-related accounts | $1,725,000 | 58 |
Corporate Trust and Agency Accounts | $473,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,043,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $196,000 | 50 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,725,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $35,566,000 | 12 |
Personal Trust and Agency Accounts | $72,000 | 117 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $26,126,000 | 1 |
Employee Benefit-defined Benefit Accounts | $3,000 | 114 |
Number non-managed other employee benefit and retirement-related accounts | $202,000 | 86 |
Corporate Trust and Agency Accounts | $9,155,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 336 |
Number (#) individual retirement, health savings, and other similar accounts | $7,000 | 48 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda |
Custody and Safekeeping Accounts | $1,298,564,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $91,000 | 34 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,296,758,000 | 6 |
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 | $41,392,000 | 19 |
Number of Managed Accounts | $5,927,000 | 40 |
Personal Trust and Agency Accounts | $1,348,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $39,000 | 107 |
Employee Benefit-defined Benefit Accounts | $2,000 | 110 |
Number of other employee benefit and retirement-related accounts | $1,763,000 | 55 |
Corporate Trust and Agency Accounts | $449,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,122,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $204,000 | 46 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,763,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $35,465,000 | 11 |
Personal Trust and Agency Accounts | $73,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $26,331,000 | 1 |
Employee Benefit-defined Benefit Accounts | $3,000 | 105 |
Number non-managed other employee benefit and retirement-related accounts | $246,000 | 35 |
Corporate Trust and Agency Accounts | $8,804,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Number (#) individual retirement, health savings, and other similar accounts | $8,000 | 43 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $1,297,978,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $81,000 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,296,547,000 | 5 |
2023-06-30 | Rank |
Fiduciary powers granted | $0 | 1,477 |
Fiduciary power exercised | $0 | 1,118 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 437 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $111,221,000 | 2 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $911,500 | 105 |
Corporate Trust and Agency Accounts | $3 | 122 |
Number of managed investment management and investment advisory agency accounts | $0 | 399 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
Other Fiduciary Accounts | $2,128 | 90 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
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 | $0 | 1 |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | $0 | 369 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $120 | 264 |
Employee Benefit-defined Benefit Accounts | $107,125,000 | 2 |
Number non-managed other employee benefit and retirement-related accounts | $5,758,000 | 23 |
Corporate Trust and Agency Accounts | $36,706,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $54,348 | 73 |
Number (#) individual retirement, health savings, and other similar accounts | $1,202 | 132 |
Other Fiduciary Accounts | $10,000 | 52 |
Memoranda |
Custody and Safekeeping Accounts | $0 | 403 |
Fiduciary Accounts Held in Foreign Offices | $4,572,000 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,207,000 | 52 |
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 | $39,057,000 | 21 |
Number of Managed Accounts | $5,945,000 | 42 |
Personal Trust and Agency Accounts | $1,363,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 68 |
Employee Benefit-defined Benefit Accounts | $2,000 | 117 |
Number of other employee benefit and retirement-related accounts | $1,790,000 | 36 |
Corporate Trust and Agency Accounts | $417,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,130,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $203,000 | 48 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,790,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $33,112,000 | 12 |
Personal Trust and Agency Accounts | $80,000 | 76 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $24,591,000 | 1 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $340,000 | 27 |
Corporate Trust and Agency Accounts | $8,089,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 41 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda |
Custody and Safekeeping Accounts | $1,319,532,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $30,000 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,318,270,000 | 5 |
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 | $36,951,000 | 22 |
Number of Managed Accounts | $5,871,000 | 42 |
Personal Trust and Agency Accounts | $1,363,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 75 |
Employee Benefit-defined Benefit Accounts | $2,000 | 128 |
Number of other employee benefit and retirement-related accounts | $1,760,000 | 36 |
Corporate Trust and Agency Accounts | $396,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,105,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $205,000 | 47 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,760,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $31,080,000 | 13 |
Personal Trust and Agency Accounts | $76,000 | 102 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $22,134,000 | 1 |
Employee Benefit-defined Benefit Accounts | $3,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $376,000 | 29 |
Corporate Trust and Agency Accounts | $8,482,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 46 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda |
Custody and Safekeeping Accounts | $1,369,023,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $16,000 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,367,802,000 | 5 |
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 | $35,409,000 | 23 |
Number of Managed Accounts | $5,760,000 | 44 |
Personal Trust and Agency Accounts | $1,356,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 73 |
Employee Benefit-defined Benefit Accounts | $2,000 | 120 |
Number of other employee benefit and retirement-related accounts | $1,733,000 | 38 |
Corporate Trust and Agency Accounts | $394,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $2,028,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $207,000 | 43 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,733,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,649,000 | 14 |
Personal Trust and Agency Accounts | $68,000 | 89 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $20,838,000 | 1 |
Employee Benefit-defined Benefit Accounts | $3,000 | 78 |
Number non-managed other employee benefit and retirement-related accounts | $399,000 | 25 |
Corporate Trust and Agency Accounts | $8,332,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 42 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Custody and Safekeeping Accounts | $1,373,410,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $13,000 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,372,227,000 | 5 |
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 | $32,572,000 | 21 |
Number of Managed Accounts | $5,774,000 | 39 |
Personal Trust and Agency Accounts | $1,368,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $41,000 | 63 |
Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
Number of other employee benefit and retirement-related accounts | $1,743,000 | 37 |
Corporate Trust and Agency Accounts | $382,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $2,021,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $216,000 | 34 |
Other Fiduciary Accounts | $1,000 | 102 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,743,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $26,798,000 | 12 |
Personal Trust and Agency Accounts | $70,000 | 79 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $18,093,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $407,000 | 24 |
Corporate Trust and Agency Accounts | $8,215,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 40 |
Other Fiduciary Accounts | $1,000 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $1,384,581,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $8,000 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,383,392,000 | 4 |
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 | $30,247,000 | 22 |
Number of Managed Accounts | $5,793,000 | 40 |
Personal Trust and Agency Accounts | $1,384,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 61 |
Employee Benefit-defined Benefit Accounts | $2,000 | 115 |
Number of other employee benefit and retirement-related accounts | $1,738,000 | 37 |
Corporate Trust and Agency Accounts | $373,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $2,033,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 34 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,738,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,454,000 | 12 |
Personal Trust and Agency Accounts | $72,000 | 73 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $15,895,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $420,000 | 21 |
Corporate Trust and Agency Accounts | $8,055,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 38 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $1,391,347,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | $8,000 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,390,230,000 | 4 |
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 | $28,030,000 | 24 |
Number of Managed Accounts | $5,933,000 | 39 |
Personal Trust and Agency Accounts | $1,444,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $40,000 | 68 |
Employee Benefit-defined Benefit Accounts | $2,000 | 125 |
Number of other employee benefit and retirement-related accounts | $1,815,000 | 34 |
Corporate Trust and Agency Accounts | $377,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $2,080,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | $156,000 | 48 |
Other Fiduciary Accounts | $19,000 | 34 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,815,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $22,097,000 | 12 |
Personal Trust and Agency Accounts | $76,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $13,794,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 75 |
Number non-managed other employee benefit and retirement-related accounts | $438,000 | 25 |
Corporate Trust and Agency Accounts | $7,777,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
Number (#) individual retirement, health savings, and other similar accounts | $9,000 | 41 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda |
Custody and Safekeeping Accounts | $1,399,487,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,398,412,000 | 4 |
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 | $31,478,000 | 21 |
Number of Managed Accounts | $5,652,000 | 42 |
Personal Trust and Agency Accounts | $1,420,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $3,000 | 102 |
Number of other employee benefit and retirement-related accounts | $1,732,000 | 36 |
Corporate Trust and Agency Accounts | $371,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,957,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $169,000 | 45 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,702,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,826,000 | 13 |
Personal Trust and Agency Accounts | $32,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,963,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $426,000 | 23 |
Corporate Trust and Agency Accounts | $7,367,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 68 |
Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 25 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda |
Custody and Safekeeping Accounts | $1,433,917,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,432,982,000 | 4 |
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 | $30,487,000 | 22 |
Number of Managed Accounts | $5,638,000 | 41 |
Personal Trust and Agency Accounts | $1,429,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
Number of other employee benefit and retirement-related accounts | $1,721,000 | 34 |
Corporate Trust and Agency Accounts | $385,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,929,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $171,000 | 47 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,689,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,849,000 | 14 |
Personal Trust and Agency Accounts | $31,000 | 123 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,305,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $436,000 | 25 |
Corporate Trust and Agency Accounts | $7,035,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 62 |
Number (#) individual retirement, health savings, and other similar accounts | $18,000 | 27 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $1,441,678,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,440,769,000 | 4 |
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 | $29,625,000 | 23 |
Number of Managed Accounts | $5,573,000 | 41 |
Personal Trust and Agency Accounts | $1,434,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
Number of other employee benefit and retirement-related accounts | $1,690,000 | 34 |
Corporate Trust and Agency Accounts | $377,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,894,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $175,000 | 46 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,657,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,052,000 | 14 |
Personal Trust and Agency Accounts | $32,000 | 111 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,709,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $443,000 | 24 |
Corporate Trust and Agency Accounts | $6,825,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 61 |
Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 27 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $1,458,434,000 | 4 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,457,542,000 | 4 |
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 | $29,043,000 | 23 |
Number of Managed Accounts | $5,515,000 | 42 |
Personal Trust and Agency Accounts | $1,449,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 401 |
Employee Benefit-defined Benefit Accounts | $3,000 | 111 |
Number of other employee benefit and retirement-related accounts | $1,659,000 | 34 |
Corporate Trust and Agency Accounts | $362,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $1,873,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $169,000 | 47 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,627,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $23,528,000 | 14 |
Personal Trust and Agency Accounts | $32,000 | 172 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,252,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 77 |
Number non-managed other employee benefit and retirement-related accounts | $450,000 | 28 |
Corporate Trust and Agency Accounts | $6,751,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 85 |
Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 27 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda |
Custody and Safekeeping Accounts | $1,471,396,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,470,534,000 | 4 |
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 | $28,971,000 | 24 |
Number of Managed Accounts | $5,562,000 | 42 |
Personal Trust and Agency Accounts | $1,465,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 256 |
Employee Benefit-defined Benefit Accounts | $3,000 | 100 |
Number of other employee benefit and retirement-related accounts | $1,680,000 | 33 |
Corporate Trust and Agency Accounts | $358,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $1,885,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $171,000 | 45 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,647,000 | 33 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,409,000 | 15 |
Personal Trust and Agency Accounts | $33,000 | 109 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,476,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 72 |
Number non-managed other employee benefit and retirement-related accounts | $454,000 | 24 |
Corporate Trust and Agency Accounts | $6,398,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 56 |
Number (#) individual retirement, health savings, and other similar accounts | $21,000 | 25 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda |
Custody and Safekeeping Accounts | $1,482,734,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,481,915,000 | 4 |
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 | $29,038,000 | 25 |
Number of Managed Accounts | $5,532,000 | 42 |
Personal Trust and Agency Accounts | $1,487,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $3,000 | 105 |
Number of other employee benefit and retirement-related accounts | $1,661,000 | 33 |
Corporate Trust and Agency Accounts | $326,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,879,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $176,000 | 45 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,626,000 | 31 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,506,000 | 15 |
Personal Trust and Agency Accounts | $34,000 | 114 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,646,000 | 2 |
Employee Benefit-defined Benefit Accounts | $3,000 | 74 |
Number non-managed other employee benefit and retirement-related accounts | $476,000 | 26 |
Corporate Trust and Agency Accounts | $6,301,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 57 |
Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 25 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,496,486,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,495,705,000 | 4 |
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 | $29,172,000 | 25 |
Number of Managed Accounts | $5,615,000 | 41 |
Personal Trust and Agency Accounts | $1,531,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $3,000 | 104 |
Number of other employee benefit and retirement-related accounts | $1,680,000 | 33 |
Corporate Trust and Agency Accounts | $321,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,902,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | $178,000 | 43 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,646,000 | 32 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,557,000 | 15 |
Personal Trust and Agency Accounts | $35,000 | 106 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $16,798,000 | 1 |
Employee Benefit-defined Benefit Accounts | $4,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $511,000 | 23 |
Corporate Trust and Agency Accounts | $6,154,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 48 |
Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 26 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda |
Custody and Safekeeping Accounts | $1,505,833,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,505,087,000 | 4 |
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 | $30,031,000 | 24 |
Number of Managed Accounts | $5,589,000 | 41 |
Personal Trust and Agency Accounts | $1,560,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 411 |
Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
Number of other employee benefit and retirement-related accounts | $1,662,000 | 33 |
Corporate Trust and Agency Accounts | $309,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,877,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $178,000 | 44 |
Other Fiduciary Accounts | $0 | 226 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,626,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $24,442,000 | 15 |
Personal Trust and Agency Accounts | $35,000 | 174 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,185,000 | 1 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $520,000 | 27 |
Corporate Trust and Agency Accounts | $6,655,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 81 |
Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 28 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda |
Custody and Safekeeping Accounts | $1,520,491,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,519,764,000 | 3 |
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 | $29,043,000 | 24 |
Number of Managed Accounts | $5,538,000 | 44 |
Personal Trust and Agency Accounts | $1,586,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 259 |
Employee Benefit-defined Benefit Accounts | $4,000 | 94 |
Number of other employee benefit and retirement-related accounts | $1,629,000 | 34 |
Corporate Trust and Agency Accounts | $306,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $1,835,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | $178,000 | 42 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,592,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,505,000 | 15 |
Personal Trust and Agency Accounts | $35,000 | 104 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,781,000 | 1 |
Employee Benefit-defined Benefit Accounts | $4,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $532,000 | 23 |
Corporate Trust and Agency Accounts | $5,095,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 28 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda |
Custody and Safekeeping Accounts | $1,548,168,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,547,498,000 | 3 |
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 | $29,028,000 | 24 |
Number of Managed Accounts | $5,468,000 | 43 |
Personal Trust and Agency Accounts | $1,605,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $4,000 | 101 |
Number of other employee benefit and retirement-related accounts | $1,600,000 | 33 |
Corporate Trust and Agency Accounts | $294,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $1,784,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 42 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,563,000 | 33 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,560,000 | 15 |
Personal Trust and Agency Accounts | $38,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,926,000 | 1 |
Employee Benefit-defined Benefit Accounts | $4,000 | 64 |
Number non-managed other employee benefit and retirement-related accounts | $544,000 | 25 |
Corporate Trust and Agency Accounts | $4,988,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 29 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,557,682,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,557,048,000 | 3 |
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 | $28,418,000 | 24 |
Number of Managed Accounts | $5,381,000 | 43 |
Personal Trust and Agency Accounts | $1,619,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 282 |
Employee Benefit-defined Benefit Accounts | $4,000 | 100 |
Number of other employee benefit and retirement-related accounts | $1,549,000 | 34 |
Corporate Trust and Agency Accounts | $286,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $1,742,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 43 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,512,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,037,000 | 16 |
Personal Trust and Agency Accounts | $37,000 | 107 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $17,973,000 | 1 |
Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $559,000 | 24 |
Corporate Trust and Agency Accounts | $4,407,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 30 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,528,766,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,528,162,000 | 4 |
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 | $29,473,000 | 22 |
Number of Managed Accounts | $5,358,000 | 44 |
Personal Trust and Agency Accounts | $1,630,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 425 |
Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
Number of other employee benefit and retirement-related accounts | $1,514,000 | 34 |
Corporate Trust and Agency Accounts | $295,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $1,736,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | $179,000 | 44 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,479,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $24,115,000 | 14 |
Personal Trust and Agency Accounts | $42,000 | 153 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $18,995,000 | 1 |
Employee Benefit-defined Benefit Accounts | $4,000 | 73 |
Number non-managed other employee benefit and retirement-related accounts | $560,000 | 25 |
Corporate Trust and Agency Accounts | $4,458,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 63 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 30 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda |
Custody and Safekeeping Accounts | $1,538,046,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,537,440,000 | 3 |
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 | $1,587,993,000 | 1 |
Number of Managed Accounts | $5,260,000 | 44 |
Personal Trust and Agency Accounts | $1,612,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 287 |
Employee Benefit-defined Benefit Accounts | $4,000 | 99 |
Number of other employee benefit and retirement-related accounts | $1,477,000 | 36 |
Corporate Trust and Agency Accounts | $291,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $1,699,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | $177,000 | 45 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,442,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,582,733,000 | 1 |
Personal Trust and Agency Accounts | $48,000 | 93 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $19,506,000 | 1 |
Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $1,558,912,000 | 1 |
Corporate Trust and Agency Accounts | $4,205,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 54 |
Number (#) individual retirement, health savings, and other similar accounts | $23,000 | 29 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,559,515,000 | 3 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $1,558,907,000 | 3 |
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 | $10,050,000 | 39 |
Number of Managed Accounts | $5,172,000 | 43 |
Personal Trust and Agency Accounts | $1,628,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $4,000 | 100 |
Number of other employee benefit and retirement-related accounts | $1,464,000 | 36 |
Corporate Trust and Agency Accounts | $225,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $1,672,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $179,000 | 43 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,427,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,878,000 | 21 |
Personal Trust and Agency Accounts | $47,000 | 94 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 269 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $619,000 | 24 |
Corporate Trust and Agency Accounts | $4,147,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 27 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,147,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $596,000 | 36 |
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 | $9,849,000 | 39 |
Number of Managed Accounts | $5,139,000 | 42 |
Personal Trust and Agency Accounts | $1,642,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $4,000 | 102 |
Number of other employee benefit and retirement-related accounts | $1,436,000 | 37 |
Corporate Trust and Agency Accounts | $211,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,669,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | $177,000 | 44 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,398,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,710,000 | 23 |
Personal Trust and Agency Accounts | $43,000 | 99 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 274 |
Employee Benefit-defined Benefit Accounts | $4,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $609,000 | 24 |
Corporate Trust and Agency Accounts | $3,995,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $35,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 26 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,155,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $586,000 | 36 |
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 | $9,883,000 | 39 |
Number of Managed Accounts | $5,089,000 | 43 |
Personal Trust and Agency Accounts | $1,667,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 440 |
Employee Benefit-defined Benefit Accounts | $4,000 | 108 |
Number of other employee benefit and retirement-related accounts | $1,388,000 | 37 |
Corporate Trust and Agency Accounts | $213,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,637,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $180,000 | 44 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,350,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $4,794,000 | 24 |
Personal Trust and Agency Accounts | $42,000 | 149 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 413 |
Employee Benefit-defined Benefit Accounts | $5,000 | 65 |
Number non-managed other employee benefit and retirement-related accounts | $613,000 | 28 |
Corporate Trust and Agency Accounts | $4,078,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 64 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda |
Custody and Safekeeping Accounts | $1,166,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $591,000 | 41 |
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 | $11,983,000 | 36 |
Number of Managed Accounts | $5,053,000 | 43 |
Personal Trust and Agency Accounts | $1,680,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $4,000 | 103 |
Number of other employee benefit and retirement-related accounts | $1,350,000 | 38 |
Corporate Trust and Agency Accounts | $213,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $1,627,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | $179,000 | 41 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,311,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $6,930,000 | 22 |
Personal Trust and Agency Accounts | $41,000 | 99 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 272 |
Employee Benefit-defined Benefit Accounts | $5,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $2,983,000 | 8 |
Corporate Trust and Agency Accounts | $3,846,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 56 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 23 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,160,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $2,961,000 | 19 |
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 | $11,974,000 | 35 |
Number of Managed Accounts | $5,022,000 | 41 |
Personal Trust and Agency Accounts | $1,702,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $4,000 | 103 |
Number of other employee benefit and retirement-related accounts | $1,331,000 | 38 |
Corporate Trust and Agency Accounts | $213,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,594,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $178,000 | 43 |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,292,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $6,952,000 | 22 |
Personal Trust and Agency Accounts | $45,000 | 95 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $5,000 | 63 |
Number non-managed other employee benefit and retirement-related accounts | $3,057,000 | 8 |
Corporate Trust and Agency Accounts | $3,794,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 60 |
Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 23 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,136,000 | 46 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,035,000 | 19 |
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 | $12,058,000 | 34 |
Number of Managed Accounts | $5,001,000 | 42 |
Personal Trust and Agency Accounts | $1,744,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
Number of other employee benefit and retirement-related accounts | $1,295,000 | 38 |
Corporate Trust and Agency Accounts | $209,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $1,566,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $183,000 | 41 |
Other Fiduciary Accounts | $0 | 122 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,258,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,057,000 | 22 |
Personal Trust and Agency Accounts | $40,000 | 102 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $5,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $3,229,000 | 8 |
Corporate Trust and Agency Accounts | $3,732,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 59 |
Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 23 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $1,136,000 | 46 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,206,000 | 19 |
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 | $12,107,000 | 34 |
Number of Managed Accounts | $4,957,000 | 42 |
Personal Trust and Agency Accounts | $1,763,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 456 |
Employee Benefit-defined Benefit Accounts | $4,000 | 111 |
Number of other employee benefit and retirement-related accounts | $1,244,000 | 38 |
Corporate Trust and Agency Accounts | $205,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $1,562,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $179,000 | 42 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,214,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $375,000 | 35 |
Number of Non-Managed Accounts | $7,150,000 | 23 |
Personal Trust and Agency Accounts | $42,000 | 157 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 435 |
Employee Benefit-defined Benefit Accounts | $5,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $3,293,000 | 8 |
Corporate Trust and Agency Accounts | $3,758,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 75 |
Number (#) individual retirement, health savings, and other similar accounts | $29,000 | 21 |
Other Fiduciary Accounts | $0 | 194 |
Memoranda |
Custody and Safekeeping Accounts | $1,148,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,270,000 | 19 |
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 | $11,967,000 | 34 |
Number of Managed Accounts | $4,908,000 | 40 |
Personal Trust and Agency Accounts | $1,770,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 301 |
Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
Number of other employee benefit and retirement-related accounts | $1,217,000 | 38 |
Corporate Trust and Agency Accounts | $203,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,531,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $184,000 | 40 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,188,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,059,000 | 22 |
Personal Trust and Agency Accounts | $41,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 279 |
Employee Benefit-defined Benefit Accounts | $5,000 | 62 |
Number non-managed other employee benefit and retirement-related accounts | $3,357,000 | 8 |
Corporate Trust and Agency Accounts | $3,607,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 65 |
Number (#) individual retirement, health savings, and other similar accounts | $28,000 | 22 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $1,150,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,336,000 | 19 |
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 | $11,926,000 | 34 |
Number of Managed Accounts | $4,913,000 | 40 |
Personal Trust and Agency Accounts | $1,791,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
Number of other employee benefit and retirement-related accounts | $1,200,000 | 38 |
Corporate Trust and Agency Accounts | $197,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,535,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $187,000 | 39 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,170,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,013,000 | 21 |
Personal Trust and Agency Accounts | $45,000 | 101 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 281 |
Employee Benefit-defined Benefit Accounts | $4,000 | 68 |
Number non-managed other employee benefit and retirement-related accounts | $3,430,000 | 8 |
Corporate Trust and Agency Accounts | $3,486,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 68 |
Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 22 |
Other Fiduciary Accounts | $0 | 102 |
Memoranda |
Custody and Safekeeping Accounts | $1,157,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,409,000 | 19 |
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 | $11,938,000 | 34 |
Number of Managed Accounts | $4,771,000 | 41 |
Personal Trust and Agency Accounts | $1,787,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $3,000 | 124 |
Number of other employee benefit and retirement-related accounts | $1,188,000 | 38 |
Corporate Trust and Agency Accounts | $72,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $1,532,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | $189,000 | 39 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,158,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,167,000 | 21 |
Personal Trust and Agency Accounts | $53,000 | 89 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 284 |
Employee Benefit-defined Benefit Accounts | $4,000 | 66 |
Number non-managed other employee benefit and retirement-related accounts | $3,506,000 | 8 |
Corporate Trust and Agency Accounts | $3,561,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 79 |
Number (#) individual retirement, health savings, and other similar accounts | $27,000 | 23 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $1,204,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,487,000 | 19 |
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 | $11,972,000 | 33 |
Number of Managed Accounts | $4,750,000 | 40 |
Personal Trust and Agency Accounts | $1,797,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 476 |
Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
Number of other employee benefit and retirement-related accounts | $1,123,000 | 38 |
Corporate Trust and Agency Accounts | $72,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $1,627,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 51 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,120,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,185,000 | 30 |
Number of Non-Managed Accounts | $7,222,000 | 21 |
Personal Trust and Agency Accounts | $54,000 | 130 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 464 |
Employee Benefit-defined Benefit Accounts | $2,000 | 93 |
Number non-managed other employee benefit and retirement-related accounts | $3,576,000 | 7 |
Corporate Trust and Agency Accounts | $3,553,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $18,000 | 92 |
Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 30 |
Other Fiduciary Accounts | $0 | 200 |
Memoranda |
Custody and Safekeeping Accounts | $1,206,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,560,000 | 18 |
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 | $11,902,000 | 33 |
Number of Managed Accounts | $4,716,000 | 39 |
Personal Trust and Agency Accounts | $1,787,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $2,000 | 140 |
Number of other employee benefit and retirement-related accounts | $1,109,000 | 38 |
Corporate Trust and Agency Accounts | $71,000 | 15 |
Number of managed investment management and investment advisory agency accounts | $1,619,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 48 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,105,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,186,000 | 20 |
Personal Trust and Agency Accounts | $80,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 286 |
Employee Benefit-defined Benefit Accounts | $1,000 | 110 |
Number non-managed other employee benefit and retirement-related accounts | $3,636,000 | 7 |
Corporate Trust and Agency Accounts | $3,433,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 71 |
Number (#) individual retirement, health savings, and other similar accounts | $19,000 | 29 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda |
Custody and Safekeeping Accounts | $1,193,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,617,000 | 19 |
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 | $11,861,000 | 32 |
Number of Managed Accounts | $4,709,000 | 41 |
Personal Trust and Agency Accounts | $1,810,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 311 |
Employee Benefit-defined Benefit Accounts | $2,000 | 141 |
Number of other employee benefit and retirement-related accounts | $1,094,000 | 40 |
Corporate Trust and Agency Accounts | $70,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $1,606,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | $127,000 | 49 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,090,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,152,000 | 19 |
Personal Trust and Agency Accounts | $79,000 | 74 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $1,000 | 111 |
Number non-managed other employee benefit and retirement-related accounts | $3,678,000 | 6 |
Corporate Trust and Agency Accounts | $3,354,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 65 |
Number (#) individual retirement, health savings, and other similar accounts | $20,000 | 29 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda |
Custody and Safekeeping Accounts | $1,188,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,659,000 | 18 |
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 | $11,855,000 | 32 |
Number of Managed Accounts | $4,672,000 | 40 |
Personal Trust and Agency Accounts | $1,781,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 310 |
Employee Benefit-defined Benefit Accounts | $2,000 | 144 |
Number of other employee benefit and retirement-related accounts | $1,072,000 | 40 |
Corporate Trust and Agency Accounts | $70,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $1,619,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $128,000 | 48 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,068,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,183,000 | 20 |
Personal Trust and Agency Accounts | $89,000 | 70 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $2,000 | 87 |
Number non-managed other employee benefit and retirement-related accounts | $3,782,000 | 7 |
Corporate Trust and Agency Accounts | $3,267,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $21,000 | 64 |
Number (#) individual retirement, health savings, and other similar accounts | $22,000 | 26 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda |
Custody and Safekeeping Accounts | $1,218,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,762,000 | 19 |
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 | $11,919,000 | 33 |
Number of Managed Accounts | $4,637,000 | 41 |
Personal Trust and Agency Accounts | $1,796,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 488 |
Employee Benefit-defined Benefit Accounts | $2,000 | 170 |
Number of other employee benefit and retirement-related accounts | $1,063,000 | 39 |
Corporate Trust and Agency Accounts | $73,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $1,574,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 48 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,059,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,114,000 | 32 |
Number of Non-Managed Accounts | $7,282,000 | 22 |
Personal Trust and Agency Accounts | $92,000 | 94 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 373 |
Employee Benefit-defined Benefit Accounts | $2,000 | 93 |
Number non-managed other employee benefit and retirement-related accounts | $3,854,000 | 9 |
Corporate Trust and Agency Accounts | $3,286,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 75 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 27 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda |
Custody and Safekeeping Accounts | $1,266,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,834,000 | 19 |
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 | $11,918,000 | 34 |
Number of Managed Accounts | $4,576,000 | 39 |
Personal Trust and Agency Accounts | $1,781,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
Number of other employee benefit and retirement-related accounts | $1,047,000 | 36 |
Corporate Trust and Agency Accounts | $72,000 | 13 |
Number of managed investment management and investment advisory agency accounts | $1,545,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 47 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,042,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,342,000 | 21 |
Personal Trust and Agency Accounts | $100,000 | 64 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 262 |
Employee Benefit-defined Benefit Accounts | $2,000 | 84 |
Number non-managed other employee benefit and retirement-related accounts | $3,911,000 | 7 |
Corporate Trust and Agency Accounts | $3,280,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 58 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 27 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,173,000 | 46 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,891,000 | 19 |
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 | $11,927,000 | 32 |
Number of Managed Accounts | $4,524,000 | 38 |
Personal Trust and Agency Accounts | $1,784,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 311 |
Employee Benefit-defined Benefit Accounts | $2,000 | 152 |
Number of other employee benefit and retirement-related accounts | $1,014,000 | 37 |
Corporate Trust and Agency Accounts | $72,000 | 13 |
Number of managed investment management and investment advisory agency accounts | $1,521,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 46 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,008,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,403,000 | 21 |
Personal Trust and Agency Accounts | $98,000 | 66 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
Employee Benefit-defined Benefit Accounts | $2,000 | 83 |
Number non-managed other employee benefit and retirement-related accounts | $4,008,000 | 7 |
Corporate Trust and Agency Accounts | $3,241,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 55 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 26 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $1,194,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $3,987,000 | 19 |
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 | $12,006,000 | 33 |
Number of Managed Accounts | $4,495,000 | 39 |
Personal Trust and Agency Accounts | $1,777,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 315 |
Employee Benefit-defined Benefit Accounts | $2,000 | 153 |
Number of other employee benefit and retirement-related accounts | $996,000 | 37 |
Corporate Trust and Agency Accounts | $69,000 | 13 |
Number of managed investment management and investment advisory agency accounts | $1,519,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 45 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $990,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,511,000 | 22 |
Personal Trust and Agency Accounts | $95,000 | 68 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 271 |
Employee Benefit-defined Benefit Accounts | $2,000 | 85 |
Number non-managed other employee benefit and retirement-related accounts | $4,139,000 | 8 |
Corporate Trust and Agency Accounts | $3,218,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 25 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $1,216,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,119,000 | 19 |
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 | $12,055,000 | 32 |
Number of Managed Accounts | $4,492,000 | 39 |
Personal Trust and Agency Accounts | $1,784,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 514 |
Employee Benefit-defined Benefit Accounts | $2,000 | 168 |
Number of other employee benefit and retirement-related accounts | $995,000 | 36 |
Corporate Trust and Agency Accounts | $66,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $1,512,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 44 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $989,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,319,000 | 25 |
Number of Non-Managed Accounts | $7,563,000 | 22 |
Personal Trust and Agency Accounts | $94,000 | 93 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 398 |
Employee Benefit-defined Benefit Accounts | $2,000 | 97 |
Number non-managed other employee benefit and retirement-related accounts | $4,210,000 | 9 |
Corporate Trust and Agency Accounts | $3,195,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 54 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
Other Fiduciary Accounts | $0 | 215 |
Memoranda |
Custody and Safekeeping Accounts | $1,257,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,194,000 | 20 |
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 | $12,120,000 | 33 |
Number of Managed Accounts | $4,504,000 | 39 |
Personal Trust and Agency Accounts | $1,817,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 302 |
Employee Benefit-defined Benefit Accounts | $2,000 | 146 |
Number of other employee benefit and retirement-related accounts | $986,000 | 35 |
Corporate Trust and Agency Accounts | $66,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $1,500,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 44 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $980,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,616,000 | 22 |
Personal Trust and Agency Accounts | $88,000 | 70 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 262 |
Employee Benefit-defined Benefit Accounts | $2,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $4,316,000 | 8 |
Corporate Trust and Agency Accounts | $3,147,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 43 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,266,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,300,000 | 19 |
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 | $12,122,000 | 33 |
Number of Managed Accounts | $4,478,000 | 39 |
Personal Trust and Agency Accounts | $1,846,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $2,000 | 147 |
Number of other employee benefit and retirement-related accounts | $954,000 | 35 |
Corporate Trust and Agency Accounts | $66,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $1,475,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $135,000 | 44 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $948,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,644,000 | 23 |
Personal Trust and Agency Accounts | $93,000 | 68 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
Employee Benefit-defined Benefit Accounts | $2,000 | 90 |
Number non-managed other employee benefit and retirement-related accounts | $4,383,000 | 9 |
Corporate Trust and Agency Accounts | $3,104,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 43 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
Other Fiduciary Accounts | $0 | 104 |
Memoranda |
Custody and Safekeeping Accounts | $1,268,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,367,000 | 21 |
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 | $12,198,000 | 33 |
Number of Managed Accounts | $4,427,000 | 39 |
Personal Trust and Agency Accounts | $1,855,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $2,000 | 149 |
Number of other employee benefit and retirement-related accounts | $927,000 | 35 |
Corporate Trust and Agency Accounts | $67,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $1,438,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | $138,000 | 42 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $921,000 | 33 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $7,771,000 | 23 |
Personal Trust and Agency Accounts | $93,000 | 67 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 267 |
Employee Benefit-defined Benefit Accounts | $2,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $4,493,000 | 9 |
Corporate Trust and Agency Accounts | $3,125,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $32,000 | 53 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 24 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda |
Custody and Safekeeping Accounts | $1,261,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $4,477,000 | 21 |
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 | $12,925,000 | 31 |
Number of Managed Accounts | $4,438,000 | 37 |
Personal Trust and Agency Accounts | $1,869,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 531 |
Employee Benefit-defined Benefit Accounts | $2,000 | 173 |
Number of other employee benefit and retirement-related accounts | $910,000 | 36 |
Corporate Trust and Agency Accounts | $66,000 | 15 |
Number of managed investment management and investment advisory agency accounts | $1,449,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | $142,000 | 41 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $904,000 | 33 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $3,055,000 | 24 |
Number of Non-Managed Accounts | $8,487,000 | 22 |
Personal Trust and Agency Accounts | $97,000 | 93 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 422 |
Employee Benefit-defined Benefit Accounts | $2,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $5,189,000 | 10 |
Corporate Trust and Agency Accounts | $3,140,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $34,000 | 60 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 22 |
Other Fiduciary Accounts | $0 | 221 |
Memoranda |
Custody and Safekeeping Accounts | $1,302,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,173,000 | 22 |
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 | $12,811,000 | 30 |
Number of Managed Accounts | $4,238,000 | 38 |
Personal Trust and Agency Accounts | $1,832,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $2,000 | 151 |
Number of other employee benefit and retirement-related accounts | $886,000 | 38 |
Corporate Trust and Agency Accounts | $66,000 | 12 |
Number of managed investment management and investment advisory agency accounts | $1,313,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | $139,000 | 40 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $879,000 | 36 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,573,000 | 21 |
Personal Trust and Agency Accounts | $101,000 | 62 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 262 |
Employee Benefit-defined Benefit Accounts | $2,000 | 89 |
Number non-managed other employee benefit and retirement-related accounts | $5,312,000 | 9 |
Corporate Trust and Agency Accounts | $3,094,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $38,000 | 41 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 19 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda |
Custody and Safekeeping Accounts | $1,329,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,295,000 | 20 |
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 | $12,955,000 | 29 |
Number of Managed Accounts | $4,254,000 | 39 |
Personal Trust and Agency Accounts | $1,844,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $2,000 | 150 |
Number of other employee benefit and retirement-related accounts | $878,000 | 38 |
Corporate Trust and Agency Accounts | $68,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $1,324,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | $138,000 | 40 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $871,000 | 34 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,701,000 | 21 |
Personal Trust and Agency Accounts | $103,000 | 61 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 263 |
Employee Benefit-defined Benefit Accounts | $1,000 | 105 |
Number non-managed other employee benefit and retirement-related accounts | $5,416,000 | 9 |
Corporate Trust and Agency Accounts | $3,118,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 43 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 19 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,341,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,399,000 | 19 |
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 | $13,203,000 | 30 |
Number of Managed Accounts | $4,215,000 | 40 |
Personal Trust and Agency Accounts | $1,872,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $3,000 | 137 |
Number of other employee benefit and retirement-related accounts | $843,000 | 39 |
Corporate Trust and Agency Accounts | $65,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $1,293,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | $139,000 | 39 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $836,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,988,000 | 20 |
Personal Trust and Agency Accounts | $103,000 | 62 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 261 |
Employee Benefit-defined Benefit Accounts | $2,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $5,460,000 | 9 |
Corporate Trust and Agency Accounts | $3,360,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 19 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,374,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,444,000 | 18 |
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 | $13,125,000 | 29 |
Number of Managed Accounts | $4,233,000 | 39 |
Personal Trust and Agency Accounts | $1,898,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 548 |
Employee Benefit-defined Benefit Accounts | $3,000 | 156 |
Number of other employee benefit and retirement-related accounts | $825,000 | 39 |
Corporate Trust and Agency Accounts | $65,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $1,297,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 37 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $818,000 | 35 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,927,000 | 25 |
Number of Non-Managed Accounts | $8,892,000 | 20 |
Personal Trust and Agency Accounts | $104,000 | 89 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 431 |
Employee Benefit-defined Benefit Accounts | $2,000 | 102 |
Number non-managed other employee benefit and retirement-related accounts | $5,599,000 | 8 |
Corporate Trust and Agency Accounts | $3,132,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 60 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 19 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda |
Custody and Safekeeping Accounts | $1,395,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,582,000 | 18 |
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 | $13,158,000 | 30 |
Number of Managed Accounts | $4,224,000 | 41 |
Personal Trust and Agency Accounts | $1,914,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $3,000 | 138 |
Number of other employee benefit and retirement-related accounts | $818,000 | 42 |
Corporate Trust and Agency Accounts | $59,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $1,283,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $147,000 | 39 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $810,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,934,000 | 19 |
Personal Trust and Agency Accounts | $100,000 | 68 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 265 |
Employee Benefit-defined Benefit Accounts | $2,000 | 94 |
Number non-managed other employee benefit and retirement-related accounts | $5,672,000 | 8 |
Corporate Trust and Agency Accounts | $3,103,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 41 |
Number (#) individual retirement, health savings, and other similar accounts | $25,000 | 18 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda |
Custody and Safekeeping Accounts | $1,373,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,656,000 | 18 |
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 | $13,272,000 | 31 |
Number of Managed Accounts | $4,218,000 | 41 |
Personal Trust and Agency Accounts | $1,914,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $3,000 | 138 |
Number of other employee benefit and retirement-related accounts | $820,000 | 42 |
Corporate Trust and Agency Accounts | $60,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $1,272,000 | 48 |
Number of foundation and endowment trust and agency accounts, managed assets | $149,000 | 39 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $812,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,054,000 | 20 |
Personal Trust and Agency Accounts | $101,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 266 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $5,790,000 | 8 |
Corporate Trust and Agency Accounts | $3,109,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $24,000 | 49 |
Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 19 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda |
Custody and Safekeeping Accounts | $1,383,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,776,000 | 18 |
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 | $13,400,000 | 30 |
Number of Managed Accounts | $4,191,000 | 40 |
Personal Trust and Agency Accounts | $1,923,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 285 |
Employee Benefit-defined Benefit Accounts | $3,000 | 139 |
Number of other employee benefit and retirement-related accounts | $806,000 | 41 |
Corporate Trust and Agency Accounts | $57,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $1,253,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | $148,000 | 38 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $797,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,209,000 | 20 |
Personal Trust and Agency Accounts | $104,000 | 72 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $5,889,000 | 8 |
Corporate Trust and Agency Accounts | $3,164,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $23,000 | 47 |
Number (#) individual retirement, health savings, and other similar accounts | $26,000 | 21 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda |
Custody and Safekeeping Accounts | $1,405,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $5,876,000 | 18 |
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 | $14,311,000 | 31 |
Number of Managed Accounts | $4,151,000 | 41 |
Personal Trust and Agency Accounts | $1,928,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 461 |
Employee Benefit-defined Benefit Accounts | $3,000 | 155 |
Number of other employee benefit and retirement-related accounts | $777,000 | 41 |
Corporate Trust and Agency Accounts | $56,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $1,237,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | $149,000 | 34 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $768,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,426,000 | 27 |
Number of Non-Managed Accounts | $10,160,000 | 18 |
Personal Trust and Agency Accounts | $107,000 | 92 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 579 |
Employee Benefit-defined Benefit Accounts | $3,000 | 96 |
Number non-managed other employee benefit and retirement-related accounts | $6,848,000 | 8 |
Corporate Trust and Agency Accounts | $3,152,000 | 14 |
Number of investment management and advisory agency accounts, non-managed assets | $26,000 | 62 |
Number (#) individual retirement, health savings, and other similar accounts | $24,000 | 25 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda |
Custody and Safekeeping Accounts | $1,416,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,835,000 | 18 |
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 | $14,162,000 | 30 |
Number of Managed Accounts | $4,098,000 | 40 |
Personal Trust and Agency Accounts | $1,952,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 277 |
Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
Number of other employee benefit and retirement-related accounts | $755,000 | 41 |
Corporate Trust and Agency Accounts | $46,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $1,201,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | $140,000 | 38 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $748,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $10,064,000 | 17 |
Personal Trust and Agency Accounts | $120,000 | 66 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $3,000 | 86 |
Number non-managed other employee benefit and retirement-related accounts | $6,933,000 | 8 |
Corporate Trust and Agency Accounts | $2,971,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $37,000 | 18 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $1,453,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $6,917,000 | 18 |
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 | $14,252,000 | 30 |
Number of Managed Accounts | $4,095,000 | 41 |
Personal Trust and Agency Accounts | $1,996,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 278 |
Employee Benefit-defined Benefit Accounts | $3,000 | 136 |
Number of other employee benefit and retirement-related accounts | $749,000 | 41 |
Corporate Trust and Agency Accounts | $24,000 | 21 |
Number of managed investment management and investment advisory agency accounts | $1,181,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | $141,000 | 36 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $10,157,000 | 18 |
Personal Trust and Agency Accounts | $123,000 | 64 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $3,000 | 88 |
Number non-managed other employee benefit and retirement-related accounts | $7,088,000 | 9 |
Corporate Trust and Agency Accounts | $2,906,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $37,000 | 18 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda |
Custody and Safekeeping Accounts | $1,459,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
2010-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $14,200,000 | 32 |
Number of Managed Accounts | $4,008,000 | 39 |
Personal Trust and Agency Accounts | $1,994,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
Number of other employee benefit and retirement-related accounts | $721,000 | 41 |
Corporate Trust and Agency Accounts | $15,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $1,133,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | $141,000 | 34 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $10,192,000 | 19 |
Personal Trust and Agency Accounts | $123,000 | 64 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $3,000 | 91 |
Number non-managed other employee benefit and retirement-related accounts | $7,143,000 | 9 |
Corporate Trust and Agency Accounts | $2,885,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $38,000 | 18 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda |
Custody and Safekeeping Accounts | $1,459,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,829,000 | 32 |
Number of Managed Accounts | $3,935,000 | 43 |
Personal Trust and Agency Accounts | $2,002,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 604 |
Employee Benefit-defined Benefit Accounts | $5,000 | 120 |
Number of other employee benefit and retirement-related accounts | $708,000 | 45 |
Corporate Trust and Agency Accounts | $12,000 | 64 |
Number of managed investment management and investment advisory agency accounts | $1,067,000 | 48 |
Number of foundation and endowment trust and agency accounts, managed assets | $141,000 | 36 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $708,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,344,000 | 28 |
Number of Non-Managed Accounts | $11,894,000 | 19 |
Personal Trust and Agency Accounts | $125,000 | 76 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 596 |
Employee Benefit-defined Benefit Accounts | $3,000 | 103 |
Number non-managed other employee benefit and retirement-related accounts | $7,233,000 | 10 |
Corporate Trust and Agency Accounts | $4,464,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $28,000 | 48 |
Number (#) individual retirement, health savings, and other similar accounts | $41,000 | 19 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda |
Custody and Safekeeping Accounts | $1,435,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $7,233,000 | 16 |
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 | $13,442,000 | 36 |
Number of Managed Accounts | $3,937,000 | 42 |
Personal Trust and Agency Accounts | $2,128,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $4,000 | 121 |
Number of other employee benefit and retirement-related accounts | $711,000 | 45 |
Corporate Trust and Agency Accounts | $13,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $1,081,000 | 57 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,505,000 | 24 |
Personal Trust and Agency Accounts | $175,000 | 55 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $8,000 | 71 |
Number non-managed other employee benefit and retirement-related accounts | $7,275,000 | 11 |
Corporate Trust and Agency Accounts | $2,047,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Custody and Safekeeping Accounts | $1,451,000 | 46 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $13,457,000 | 36 |
Number of Managed Accounts | $4,059,000 | 45 |
Personal Trust and Agency Accounts | $2,158,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 305 |
Employee Benefit-defined Benefit Accounts | $8,000 | 82 |
Number of other employee benefit and retirement-related accounts | $709,000 | 44 |
Corporate Trust and Agency Accounts | $13,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $1,171,000 | 52 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,398,000 | 24 |
Personal Trust and Agency Accounts | $182,000 | 55 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $3,000 | 93 |
Number non-managed other employee benefit and retirement-related accounts | $7,208,000 | 11 |
Corporate Trust and Agency Accounts | $2,005,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda |
Custody and Safekeeping Accounts | $1,448,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $13,453,000 | 35 |
Number of Managed Accounts | $4,041,000 | 44 |
Personal Trust and Agency Accounts | $2,177,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $8,000 | 88 |
Number of other employee benefit and retirement-related accounts | $687,000 | 46 |
Corporate Trust and Agency Accounts | $14,000 | 38 |
Number of managed investment management and investment advisory agency accounts | $1,155,000 | 53 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,412,000 | 23 |
Personal Trust and Agency Accounts | $184,000 | 56 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $3,000 | 98 |
Number non-managed other employee benefit and retirement-related accounts | $7,237,000 | 10 |
Corporate Trust and Agency Accounts | $1,988,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda |
Custody and Safekeeping Accounts | $1,447,000 | 48 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $13,528,000 | 37 |
Number of Managed Accounts | $4,029,000 | 46 |
Personal Trust and Agency Accounts | $2,172,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $8,000 | 95 |
Number of other employee benefit and retirement-related accounts | $690,000 | 47 |
Corporate Trust and Agency Accounts | $13,000 | 73 |
Number of managed investment management and investment advisory agency accounts | $1,146,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,499,000 | 24 |
Personal Trust and Agency Accounts | $183,000 | 65 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 603 |
Employee Benefit-defined Benefit Accounts | $2,000 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $7,320,000 | 12 |
Corporate Trust and Agency Accounts | $1,994,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $1,453,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $13,692,000 | 35 |
Number of Managed Accounts | $4,057,000 | 45 |
Personal Trust and Agency Accounts | $2,220,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $7,000 | 94 |
Number of other employee benefit and retirement-related accounts | $697,000 | 44 |
Corporate Trust and Agency Accounts | $13,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $1,120,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,635,000 | 23 |
Personal Trust and Agency Accounts | $187,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 313 |
Employee Benefit-defined Benefit Accounts | $2,000 | 114 |
Number non-managed other employee benefit and retirement-related accounts | $7,450,000 | 11 |
Corporate Trust and Agency Accounts | $1,996,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda |
Custody and Safekeeping Accounts | $1,476,000 | 49 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $13,846,000 | 36 |
Number of Managed Accounts | $4,065,000 | 46 |
Personal Trust and Agency Accounts | $2,256,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $7,000 | 101 |
Number of other employee benefit and retirement-related accounts | $696,000 | 45 |
Corporate Trust and Agency Accounts | $13,000 | 43 |
Number of managed investment management and investment advisory agency accounts | $1,093,000 | 55 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,781,000 | 24 |
Personal Trust and Agency Accounts | $193,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $2,000 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $7,606,000 | 12 |
Corporate Trust and Agency Accounts | $1,980,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $1,504,000 | 51 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $13,917,000 | 35 |
Number of Managed Accounts | $4,082,000 | 44 |
Personal Trust and Agency Accounts | $2,295,000 | 38 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $7,000 | 97 |
Number of other employee benefit and retirement-related accounts | $688,000 | 44 |
Corporate Trust and Agency Accounts | $13,000 | 43 |
Number of managed investment management and investment advisory agency accounts | $1,079,000 | 57 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,835,000 | 23 |
Personal Trust and Agency Accounts | $195,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $2,000 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $7,653,000 | 11 |
Corporate Trust and Agency Accounts | $1,985,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $1,519,000 | 47 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $14,034,000 | 38 |
Number of Managed Accounts | $4,035,000 | 47 |
Personal Trust and Agency Accounts | $2,321,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 667 |
Employee Benefit-defined Benefit Accounts | $7,000 | 106 |
Number of other employee benefit and retirement-related accounts | $644,000 | 48 |
Corporate Trust and Agency Accounts | $15,000 | 71 |
Number of managed investment management and investment advisory agency accounts | $1,048,000 | 56 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $9,999,000 | 24 |
Personal Trust and Agency Accounts | $197,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $2,000 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $7,742,000 | 11 |
Corporate Trust and Agency Accounts | $2,058,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda |
Custody and Safekeeping Accounts | $1,517,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $19,482,000 | 31 |
Number of Managed Accounts | $5,976,000 | 35 |
Personal Trust and Agency Accounts | $3,461,000 | 32 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 317 |
Employee Benefit-defined Benefit Accounts | $10,000 | 78 |
Number of other employee benefit and retirement-related accounts | $938,000 | 37 |
Corporate Trust and Agency Accounts | $21,000 | 36 |
Number of managed investment management and investment advisory agency accounts | $1,546,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,506,000 | 21 |
Personal Trust and Agency Accounts | $275,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $2,000 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $9,723,000 | 11 |
Corporate Trust and Agency Accounts | $3,506,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Custody and Safekeeping Accounts | $2,062,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $19,399,000 | 29 |
Number of Managed Accounts | $5,924,000 | 36 |
Personal Trust and Agency Accounts | $3,439,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 323 |
Employee Benefit-defined Benefit Accounts | $10,000 | 80 |
Number of other employee benefit and retirement-related accounts | $929,000 | 36 |
Corporate Trust and Agency Accounts | $21,000 | 38 |
Number of managed investment management and investment advisory agency accounts | $1,525,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,475,000 | 21 |
Personal Trust and Agency Accounts | $268,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $9,804,000 | 11 |
Corporate Trust and Agency Accounts | $3,401,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Custody and Safekeeping Accounts | $2,026,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $19,328,000 | 30 |
Number of Managed Accounts | $5,872,000 | 35 |
Personal Trust and Agency Accounts | $3,420,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 257 |
Employee Benefit-defined Benefit Accounts | $10,000 | 82 |
Number of other employee benefit and retirement-related accounts | $911,000 | 34 |
Corporate Trust and Agency Accounts | $21,000 | 36 |
Number of managed investment management and investment advisory agency accounts | $1,505,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,456,000 | 20 |
Personal Trust and Agency Accounts | $265,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 333 |
Employee Benefit-defined Benefit Accounts | $2,000 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $9,898,000 | 11 |
Corporate Trust and Agency Accounts | $3,291,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $1,995,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $19,201,000 | 30 |
Number of Managed Accounts | $5,798,000 | 36 |
Personal Trust and Agency Accounts | $3,388,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 394 |
Employee Benefit-defined Benefit Accounts | $9,000 | 103 |
Number of other employee benefit and retirement-related accounts | $900,000 | 35 |
Corporate Trust and Agency Accounts | $21,000 | 62 |
Number of managed investment management and investment advisory agency accounts | $1,475,000 | 43 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,403,000 | 20 |
Personal Trust and Agency Accounts | $258,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 653 |
Employee Benefit-defined Benefit Accounts | $2,000 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $9,952,000 | 10 |
Corporate Trust and Agency Accounts | $3,191,000 | 13 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda |
Custody and Safekeeping Accounts | $1,968,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $19,075,000 | 30 |
Number of Managed Accounts | $5,677,000 | 37 |
Personal Trust and Agency Accounts | $3,314,000 | 36 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 260 |
Employee Benefit-defined Benefit Accounts | $7,000 | 104 |
Number of other employee benefit and retirement-related accounts | $868,000 | 35 |
Corporate Trust and Agency Accounts | $21,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $1,462,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,398,000 | 20 |
Personal Trust and Agency Accounts | $294,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $4,000 | 105 |
Number non-managed other employee benefit and retirement-related accounts | $10,041,000 | 9 |
Corporate Trust and Agency Accounts | $3,059,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda |
Custody and Safekeeping Accounts | $1,942,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $18,989,000 | 28 |
Number of Managed Accounts | $5,587,000 | 38 |
Personal Trust and Agency Accounts | $3,277,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 264 |
Employee Benefit-defined Benefit Accounts | $7,000 | 113 |
Number of other employee benefit and retirement-related accounts | $861,000 | 35 |
Corporate Trust and Agency Accounts | $21,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $1,416,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,402,000 | 21 |
Personal Trust and Agency Accounts | $290,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 275 |
Employee Benefit-defined Benefit Accounts | $3,000 | 123 |
Number non-managed other employee benefit and retirement-related accounts | $10,147,000 | 8 |
Corporate Trust and Agency Accounts | $2,958,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $1,930,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $18,832,000 | 27 |
Number of Managed Accounts | $5,513,000 | 38 |
Personal Trust and Agency Accounts | $3,250,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 264 |
Employee Benefit-defined Benefit Accounts | $7,000 | 112 |
Number of other employee benefit and retirement-related accounts | $850,000 | 32 |
Corporate Trust and Agency Accounts | $21,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $1,380,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,319,000 | 21 |
Personal Trust and Agency Accounts | $290,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $2,000 | 136 |
Number non-managed other employee benefit and retirement-related accounts | $10,195,000 | 8 |
Corporate Trust and Agency Accounts | $2,832,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda |
Custody and Safekeeping Accounts | $1,895,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $18,393,000 | 31 |
Number of Managed Accounts | $5,411,000 | 41 |
Personal Trust and Agency Accounts | $3,224,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 408 |
Employee Benefit-defined Benefit Accounts | $7,000 | 123 |
Number of other employee benefit and retirement-related accounts | $828,000 | 34 |
Corporate Trust and Agency Accounts | $21,000 | 65 |
Number of managed investment management and investment advisory agency accounts | $1,326,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,982,000 | 20 |
Personal Trust and Agency Accounts | $291,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 447 |
Employee Benefit-defined Benefit Accounts | $2,000 | 173 |
Number non-managed other employee benefit and retirement-related accounts | $9,952,000 | 8 |
Corporate Trust and Agency Accounts | $2,733,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda |
Custody and Safekeeping Accounts | $1,869,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $18,276,000 | 28 |
Number of Managed Accounts | $5,366,000 | 38 |
Personal Trust and Agency Accounts | $3,190,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 264 |
Employee Benefit-defined Benefit Accounts | $7,000 | 111 |
Number of other employee benefit and retirement-related accounts | $820,000 | 35 |
Corporate Trust and Agency Accounts | $21,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $1,323,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,910,000 | 20 |
Personal Trust and Agency Accounts | $290,000 | 33 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 270 |
Employee Benefit-defined Benefit Accounts | $2,000 | 136 |
Number non-managed other employee benefit and retirement-related accounts | $9,992,000 | 8 |
Corporate Trust and Agency Accounts | $2,621,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $1,848,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $19,607,000 | 27 |
Number of Managed Accounts | $5,326,000 | 37 |
Personal Trust and Agency Accounts | $3,169,000 | 44 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 273 |
Employee Benefit-defined Benefit Accounts | $7,000 | 115 |
Number of other employee benefit and retirement-related accounts | $815,000 | 35 |
Corporate Trust and Agency Accounts | $21,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $1,309,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,281,000 | 22 |
Personal Trust and Agency Accounts | $285,000 | 31 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 280 |
Employee Benefit-defined Benefit Accounts | $2,000 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $11,491,000 | 9 |
Corporate Trust and Agency Accounts | $2,498,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda |
Custody and Safekeeping Accounts | $1,816,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,939,000 | 22 |
Number of Managed Accounts | $5,240,000 | 41 |
Personal Trust and Agency Accounts | $3,129,000 | 45 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 272 |
Employee Benefit-defined Benefit Accounts | $7,000 | 119 |
Number of other employee benefit and retirement-related accounts | $803,000 | 35 |
Corporate Trust and Agency Accounts | $20,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $1,276,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,699,000 | 16 |
Personal Trust and Agency Accounts | $281,000 | 34 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 283 |
Employee Benefit-defined Benefit Accounts | $2,000 | 134 |
Number non-managed other employee benefit and retirement-related accounts | $19,036,000 | 8 |
Corporate Trust and Agency Accounts | $2,375,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda |
Custody and Safekeeping Accounts | $1,800,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,049,000 | 24 |
Number of Managed Accounts | $5,179,000 | 44 |
Personal Trust and Agency Accounts | $3,101,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 416 |
Employee Benefit-defined Benefit Accounts | $7,000 | 127 |
Number of other employee benefit and retirement-related accounts | $781,000 | 34 |
Corporate Trust and Agency Accounts | $24,000 | 55 |
Number of managed investment management and investment advisory agency accounts | $1,261,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,870,000 | 16 |
Personal Trust and Agency Accounts | $280,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $5,000 | 425 |
Employee Benefit-defined Benefit Accounts | $1,000 | 206 |
Number non-managed other employee benefit and retirement-related accounts | $19,295,000 | 9 |
Corporate Trust and Agency Accounts | $2,289,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda |
Custody and Safekeeping Accounts | $1,765,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,690,000 | 25 |
Number of Managed Accounts | $4,885,000 | 44 |
Personal Trust and Agency Accounts | $3,061,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $1,000 | 321 |
Employee Benefit-defined Benefit Accounts | $6,000 | 123 |
Number of other employee benefit and retirement-related accounts | $768,000 | 34 |
Corporate Trust and Agency Accounts | $23,000 | 39 |
Number of managed investment management and investment advisory agency accounts | $1,026,000 | 49 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,805,000 | 16 |
Personal Trust and Agency Accounts | $285,000 | 35 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 280 |
Employee Benefit-defined Benefit Accounts | $1,000 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $19,351,000 | 9 |
Corporate Trust and Agency Accounts | $2,164,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda |
Custody and Safekeeping Accounts | $1,718,000 | 46 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,931,000 | 25 |
Number of Managed Accounts | $4,996,000 | 43 |
Personal Trust and Agency Accounts | $3,028,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $4,000 | 136 |
Number of other employee benefit and retirement-related accounts | $753,000 | 34 |
Corporate Trust and Agency Accounts | $30,000 | 34 |
Number of managed investment management and investment advisory agency accounts | $1,181,000 | 46 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,935,000 | 16 |
Personal Trust and Agency Accounts | $284,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 288 |
Employee Benefit-defined Benefit Accounts | $2,000 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $19,584,000 | 9 |
Corporate Trust and Agency Accounts | $2,061,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda |
Custody and Safekeeping Accounts | $1,691,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,908,000 | 26 |
Number of Managed Accounts | $4,859,000 | 46 |
Personal Trust and Agency Accounts | $2,978,000 | 49 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $4,000 | 139 |
Number of other employee benefit and retirement-related accounts | $735,000 | 35 |
Corporate Trust and Agency Accounts | $25,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $1,117,000 | 51 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,049,000 | 16 |
Personal Trust and Agency Accounts | $282,000 | 37 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $4,000 | 292 |
Employee Benefit-defined Benefit Accounts | $2,000 | 144 |
Number non-managed other employee benefit and retirement-related accounts | $19,800,000 | 9 |
Corporate Trust and Agency Accounts | $1,961,000 | 18 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda |
Custody and Safekeeping Accounts | $1,663,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,816,000 | 25 |
Number of Managed Accounts | $6,129,000 | 43 |
Personal Trust and Agency Accounts | $2,859,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $493,000 | 15 |
Employee Benefit-defined Benefit Accounts | $623,000 | 2 |
Number of other employee benefit and retirement-related accounts | $878,000 | 26 |
Corporate Trust and Agency Accounts | $6,000 | 139 |
Number of managed investment management and investment advisory agency accounts | $1,270,000 | 47 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,687,000 | 16 |
Personal Trust and Agency Accounts | $206,000 | 60 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $29,000 | 241 |
Employee Benefit-defined Benefit Accounts | $78,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $20,019,000 | 10 |
Corporate Trust and Agency Accounts | $1,355,000 | 25 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda |
Custody and Safekeeping Accounts | $3,608,000 | 37 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,571,000 | 24 |
Number of Managed Accounts | $6,327,000 | 38 |
Personal Trust and Agency Accounts | $2,983,000 | 51 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $538,000 | 13 |
Employee Benefit-defined Benefit Accounts | $636,000 | 2 |
Number of other employee benefit and retirement-related accounts | $904,000 | 26 |
Corporate Trust and Agency Accounts | $6,000 | 69 |
Number of managed investment management and investment advisory agency accounts | $1,260,000 | 45 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,244,000 | 16 |
Personal Trust and Agency Accounts | $204,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $30,000 | 206 |
Employee Benefit-defined Benefit Accounts | $79,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $20,179,000 | 10 |
Corporate Trust and Agency Accounts | $1,752,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda |
Custody and Safekeeping Accounts | $3,700,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,744,000 | 25 |
Number of Managed Accounts | $6,410,000 | 39 |
Personal Trust and Agency Accounts | $3,066,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $561,000 | 12 |
Employee Benefit-defined Benefit Accounts | $624,000 | 2 |
Number of other employee benefit and retirement-related accounts | $902,000 | 25 |
Corporate Trust and Agency Accounts | $6,000 | 75 |
Number of managed investment management and investment advisory agency accounts | $1,251,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,334,000 | 17 |
Personal Trust and Agency Accounts | $208,000 | 50 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $37,000 | 201 |
Employee Benefit-defined Benefit Accounts | $80,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $20,286,000 | 11 |
Corporate Trust and Agency Accounts | $1,723,000 | 24 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda |
Custody and Safekeeping Accounts | $3,784,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,040,000 | 24 |
Number of Managed Accounts | $6,532,000 | 38 |
Personal Trust and Agency Accounts | $3,105,000 | 50 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $566,000 | 14 |
Employee Benefit-defined Benefit Accounts | $656,000 | 2 |
Number of other employee benefit and retirement-related accounts | $918,000 | 22 |
Corporate Trust and Agency Accounts | $21,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $1,266,000 | 42 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,508,000 | 16 |
Personal Trust and Agency Accounts | $207,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $42,000 | 198 |
Employee Benefit-defined Benefit Accounts | $96,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $20,338,000 | 11 |
Corporate Trust and Agency Accounts | $1,825,000 | 25 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda |
Custody and Safekeeping Accounts | $3,611,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,444,000 | 23 |
Number of Managed Accounts | $6,767,000 | 37 |
Personal Trust and Agency Accounts | $3,230,000 | 49 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $606,000 | 15 |
Employee Benefit-defined Benefit Accounts | $726,000 | 2 |
Number of other employee benefit and retirement-related accounts | $904,000 | 24 |
Corporate Trust and Agency Accounts | $21,000 | 79 |
Number of managed investment management and investment advisory agency accounts | $1,280,000 | 44 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,677,000 | 15 |
Personal Trust and Agency Accounts | $218,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $48,000 | 215 |
Employee Benefit-defined Benefit Accounts | $106,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $20,502,000 | 10 |
Corporate Trust and Agency Accounts | $1,803,000 | 25 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda |
Custody and Safekeeping Accounts | $3,601,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,246,000 | 21 |
Number of Managed Accounts | $7,053,000 | 35 |
Personal Trust and Agency Accounts | $3,502,000 | 39 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $761,000 | 11 |
Employee Benefit-defined Benefit Accounts | $740,000 | 4 |
Number of other employee benefit and retirement-related accounts | $868,000 | 25 |
Corporate Trust and Agency Accounts | $15,000 | 102 |
Number of managed investment management and investment advisory agency accounts | $1,167,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,193,000 | 12 |
Personal Trust and Agency Accounts | $263,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | $87,000 | 154 |
Employee Benefit-defined Benefit Accounts | $121,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $20,424,000 | 7 |
Corporate Trust and Agency Accounts | $1,298,000 | 30 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda |
Custody and Safekeeping Accounts | $2,394,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda |
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |