Home > Wilmington Trust > Number of Fiduciary and Related Asset Accounts
Wilmington Trust, Number of Fiduciary and Related Asset Accounts
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $57,037,000 | 15 |
Number of Managed Accounts | $11,676,000 | 21 |
Personal Trust and Agency Accounts | $1,433,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 112 |
Employee Benefit-defined Benefit Accounts | $77,000 | 10 |
Number of other employee benefit and retirement-related accounts | $1,557,000 | 63 |
Corporate Trust and Agency Accounts | $656,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $7,608,000 | 14 |
Number of foundation and endowment trust and agency accounts, managed assets | $305,000 | 30 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,519,000 | 41 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,804,000 | 10 |
Number of Non-Managed Accounts | $45,361,000 | 9 |
Personal Trust and Agency Accounts | $100,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $311,000 | 21 |
Employee Benefit-defined Benefit Accounts | $186,000 | 51 |
Number non-managed other employee benefit and retirement-related accounts | $196,000 | 88 |
Corporate Trust and Agency Accounts | $44,474,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
Number (#) individual retirement, health savings, and other similar accounts | $94,000 | 9 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,947,000 | 46 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $71,000 | 199 |
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 | $55,404,000 | 14 |
Number of Managed Accounts | $11,255,000 | 23 |
Personal Trust and Agency Accounts | $1,401,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 104 |
Employee Benefit-defined Benefit Accounts | $78,000 | 10 |
Number of other employee benefit and retirement-related accounts | $1,424,000 | 61 |
Corporate Trust and Agency Accounts | $659,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $7,385,000 | 15 |
Number of foundation and endowment trust and agency accounts, managed assets | $268,000 | 32 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,384,000 | 41 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $44,149,000 | 8 |
Personal Trust and Agency Accounts | $62,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $320,000 | 18 |
Employee Benefit-defined Benefit Accounts | $189,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $195,000 | 41 |
Corporate Trust and Agency Accounts | $43,309,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 10 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,910,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $70,000 | 150 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $54,037,000 | 15 |
Number of Managed Accounts | $11,059,000 | 23 |
Personal Trust and Agency Accounts | $1,402,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $39,000 | 113 |
Employee Benefit-defined Benefit Accounts | $72,000 | 9 |
Number of other employee benefit and retirement-related accounts | $1,378,000 | 64 |
Corporate Trust and Agency Accounts | $658,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $7,252,000 | 16 |
Number of foundation and endowment trust and agency accounts, managed assets | $258,000 | 32 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,338,000 | 45 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $42,978,000 | 9 |
Personal Trust and Agency Accounts | $62,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $323,000 | 16 |
Employee Benefit-defined Benefit Accounts | $178,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $188,000 | 81 |
Corporate Trust and Agency Accounts | $42,153,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
Number (#) individual retirement, health savings, and other similar accounts | $74,000 | 10 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,855,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $63,000 | 168 |
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 | $52,576,000 | 15 |
Number of Managed Accounts | $10,798,000 | 26 |
Personal Trust and Agency Accounts | $1,397,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $38,000 | 71 |
Employee Benefit-defined Benefit Accounts | $63,000 | 15 |
Number of other employee benefit and retirement-related accounts | $1,354,000 | 48 |
Corporate Trust and Agency Accounts | $619,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $7,086,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $241,000 | 37 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,316,000 | 48 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $41,778,000 | 9 |
Personal Trust and Agency Accounts | $64,000 | 91 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $325,000 | 19 |
Employee Benefit-defined Benefit Accounts | $167,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $177,000 | 38 |
Corporate Trust and Agency Accounts | $40,969,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $76,000 | 11 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,894,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 117 |
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 | $51,522,000 | 15 |
Number of Managed Accounts | $11,067,000 | 25 |
Personal Trust and Agency Accounts | $1,606,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $41,000 | 72 |
Employee Benefit-defined Benefit Accounts | $64,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,381,000 | 47 |
Corporate Trust and Agency Accounts | $623,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $7,045,000 | 17 |
Number of foundation and endowment trust and agency accounts, managed assets | $307,000 | 31 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,345,000 | 49 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $7,096,000 | 12 |
Number of Non-Managed Accounts | $40,455,000 | 10 |
Personal Trust and Agency Accounts | $63,000 | 124 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $325,000 | 20 |
Employee Benefit-defined Benefit Accounts | $171,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $204,000 | 48 |
Corporate Trust and Agency Accounts | $39,597,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $95,000 | 10 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,870,000 | 50 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $59,000 | 183 |
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 | $49,023,000 | 15 |
Number of Managed Accounts | $10,346,000 | 27 |
Personal Trust and Agency Accounts | $1,382,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $42,000 | 69 |
Employee Benefit-defined Benefit Accounts | $71,000 | 13 |
Number of other employee benefit and retirement-related accounts | $1,262,000 | 54 |
Corporate Trust and Agency Accounts | $603,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $6,762,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $224,000 | 39 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,226,000 | 53 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $38,677,000 | 10 |
Personal Trust and Agency Accounts | $64,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $344,000 | 20 |
Employee Benefit-defined Benefit Accounts | $171,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $210,000 | 36 |
Corporate Trust and Agency Accounts | $37,793,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $95,000 | 10 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,892,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $61,000 | 117 |
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 | $47,683,000 | 15 |
Number of Managed Accounts | $9,980,000 | 26 |
Personal Trust and Agency Accounts | $1,403,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 65 |
Employee Benefit-defined Benefit Accounts | $70,000 | 13 |
Number of other employee benefit and retirement-related accounts | $1,251,000 | 52 |
Corporate Trust and Agency Accounts | $334,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $6,668,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $214,000 | 36 |
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 | $1,215,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $37,703,000 | 9 |
Personal Trust and Agency Accounts | $63,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $342,000 | 18 |
Employee Benefit-defined Benefit Accounts | $172,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $216,000 | 37 |
Corporate Trust and Agency Accounts | $36,815,000 | 3 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
Number (#) individual retirement, health savings, and other similar accounts | $95,000 | 10 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,913,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 119 |
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 | $45,953,000 | 16 |
Number of Managed Accounts | $9,903,000 | 25 |
Personal Trust and Agency Accounts | $1,407,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $38,000 | 67 |
Employee Benefit-defined Benefit Accounts | $66,000 | 15 |
Number of other employee benefit and retirement-related accounts | $1,247,000 | 51 |
Corporate Trust and Agency Accounts | $326,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $6,607,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $212,000 | 37 |
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 | $1,211,000 | 52 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $36,050,000 | 10 |
Personal Trust and Agency Accounts | $60,000 | 81 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $348,000 | 18 |
Employee Benefit-defined Benefit Accounts | $173,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $214,000 | 35 |
Corporate Trust and Agency Accounts | $35,164,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 10 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,864,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $66,000 | 108 |
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 | $44,992,000 | 16 |
Number of Managed Accounts | $9,737,000 | 24 |
Personal Trust and Agency Accounts | $1,411,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $37,000 | 72 |
Employee Benefit-defined Benefit Accounts | $67,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,211,000 | 51 |
Corporate Trust and Agency Accounts | $330,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $6,474,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $207,000 | 33 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,175,000 | 52 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $6,422,000 | 12 |
Number of Non-Managed Accounts | $35,255,000 | 10 |
Personal Trust and Agency Accounts | $66,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $355,000 | 18 |
Employee Benefit-defined Benefit Accounts | $186,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $216,000 | 48 |
Corporate Trust and Agency Accounts | $34,336,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 174 |
Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 10 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,835,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 168 |
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 | $42,074,000 | 16 |
Number of Managed Accounts | $9,549,000 | 26 |
Personal Trust and Agency Accounts | $1,419,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $36,000 | 75 |
Employee Benefit-defined Benefit Accounts | $71,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,204,000 | 51 |
Corporate Trust and Agency Accounts | $340,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $6,286,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $193,000 | 38 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,168,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $32,525,000 | 11 |
Personal Trust and Agency Accounts | $60,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $356,000 | 19 |
Employee Benefit-defined Benefit Accounts | $180,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $216,000 | 36 |
Corporate Trust and Agency Accounts | $31,621,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 160 |
Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 10 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,816,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 104 |
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 | $40,673,000 | 17 |
Number of Managed Accounts | $9,523,000 | 26 |
Personal Trust and Agency Accounts | $1,463,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $36,000 | 78 |
Employee Benefit-defined Benefit Accounts | $70,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,208,000 | 51 |
Corporate Trust and Agency Accounts | $349,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $6,207,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $190,000 | 41 |
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 | $1,172,000 | 50 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $31,150,000 | 12 |
Personal Trust and Agency Accounts | $71,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $352,000 | 20 |
Employee Benefit-defined Benefit Accounts | $179,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $223,000 | 40 |
Corporate Trust and Agency Accounts | $30,230,000 | 4 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 133 |
Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 10 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,781,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,000 | 116 |
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 | $39,035,000 | 19 |
Number of Managed Accounts | $9,547,000 | 25 |
Personal Trust and Agency Accounts | $1,512,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $36,000 | 78 |
Employee Benefit-defined Benefit Accounts | $69,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,189,000 | 52 |
Corporate Trust and Agency Accounts | $344,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $6,209,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $188,000 | 41 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $1,153,000 | 50 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,488,000 | 13 |
Personal Trust and Agency Accounts | $80,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $333,000 | 20 |
Employee Benefit-defined Benefit Accounts | $159,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $222,000 | 38 |
Corporate Trust and Agency Accounts | $28,603,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
Number (#) individual retirement, health savings, and other similar accounts | $91,000 | 10 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,828,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 106 |
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 | $39,331,000 | 18 |
Number of Managed Accounts | $10,532,000 | 25 |
Personal Trust and Agency Accounts | $2,589,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 86 |
Employee Benefit-defined Benefit Accounts | $68,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,184,000 | 52 |
Corporate Trust and Agency Accounts | $402,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $6,046,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $210,000 | 36 |
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 | $1,148,000 | 51 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,669,000 | 13 |
Number of Non-Managed Accounts | $28,799,000 | 13 |
Personal Trust and Agency Accounts | $278,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $314,000 | 23 |
Employee Benefit-defined Benefit Accounts | $166,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $225,000 | 51 |
Corporate Trust and Agency Accounts | $27,718,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 200 |
Number (#) individual retirement, health savings, and other similar accounts | $94,000 | 11 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,937,000 | 43 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 165 |
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 | $38,491,000 | 20 |
Number of Managed Accounts | $10,456,000 | 26 |
Personal Trust and Agency Accounts | $2,622,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 89 |
Employee Benefit-defined Benefit Accounts | $72,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,166,000 | 50 |
Corporate Trust and Agency Accounts | $403,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $5,944,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $216,000 | 34 |
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 | $1,130,000 | 50 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,035,000 | 13 |
Personal Trust and Agency Accounts | $259,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $324,000 | 23 |
Employee Benefit-defined Benefit Accounts | $167,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $229,000 | 38 |
Corporate Trust and Agency Accounts | $26,909,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $29,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $118,000 | 11 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,899,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $82,000 | 102 |
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 | $37,959,000 | 20 |
Number of Managed Accounts | $10,561,000 | 26 |
Personal Trust and Agency Accounts | $2,657,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 89 |
Employee Benefit-defined Benefit Accounts | $71,000 | 16 |
Number of other employee benefit and retirement-related accounts | $1,222,000 | 47 |
Corporate Trust and Agency Accounts | $269,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $6,086,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 33 |
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 | $1,186,000 | 45 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,398,000 | 13 |
Personal Trust and Agency Accounts | $256,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $312,000 | 22 |
Employee Benefit-defined Benefit Accounts | $165,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $232,000 | 42 |
Corporate Trust and Agency Accounts | $26,281,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $30,000 | 52 |
Number (#) individual retirement, health savings, and other similar accounts | $122,000 | 11 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,894,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $89,000 | 107 |
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 | $38,183,000 | 20 |
Number of Managed Accounts | $10,637,000 | 26 |
Personal Trust and Agency Accounts | $2,665,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $23,000 | 102 |
Employee Benefit-defined Benefit Accounts | $67,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,264,000 | 43 |
Corporate Trust and Agency Accounts | $279,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $6,113,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $226,000 | 32 |
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 | $1,228,000 | 42 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,546,000 | 13 |
Personal Trust and Agency Accounts | $257,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $307,000 | 22 |
Employee Benefit-defined Benefit Accounts | $163,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $239,000 | 39 |
Corporate Trust and Agency Accounts | $26,423,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $34,000 | 46 |
Number (#) individual retirement, health savings, and other similar accounts | $123,000 | 11 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,865,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $94,000 | 98 |
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 | $37,556,000 | 20 |
Number of Managed Accounts | $10,516,000 | 26 |
Personal Trust and Agency Accounts | $2,653,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $26,000 | 102 |
Employee Benefit-defined Benefit Accounts | $64,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,300,000 | 42 |
Corporate Trust and Agency Accounts | $284,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,966,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 33 |
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 | $1,264,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,320,000 | 15 |
Number of Non-Managed Accounts | $27,040,000 | 13 |
Personal Trust and Agency Accounts | $262,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $276,000 | 28 |
Employee Benefit-defined Benefit Accounts | $173,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $235,000 | 51 |
Corporate Trust and Agency Accounts | $25,926,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $43,000 | 50 |
Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 11 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,848,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $94,000 | 145 |
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 | $36,183,000 | 19 |
Number of Managed Accounts | $10,529,000 | 27 |
Personal Trust and Agency Accounts | $2,704,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $23,000 | 103 |
Employee Benefit-defined Benefit Accounts | $64,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,269,000 | 43 |
Corporate Trust and Agency Accounts | $282,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,963,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $224,000 | 32 |
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 | $1,233,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,654,000 | 14 |
Personal Trust and Agency Accounts | $270,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $263,000 | 28 |
Employee Benefit-defined Benefit Accounts | $174,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $232,000 | 42 |
Corporate Trust and Agency Accounts | $24,541,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 43 |
Number (#) individual retirement, health savings, and other similar accounts | $124,000 | 11 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,765,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $94,000 | 94 |
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 | $35,579,000 | 21 |
Number of Managed Accounts | $10,464,000 | 27 |
Personal Trust and Agency Accounts | $2,674,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 112 |
Employee Benefit-defined Benefit Accounts | $78,000 | 14 |
Number of other employee benefit and retirement-related accounts | $1,255,000 | 42 |
Corporate Trust and Agency Accounts | $284,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,932,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $220,000 | 34 |
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 | $1,219,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,115,000 | 14 |
Personal Trust and Agency Accounts | $274,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $257,000 | 29 |
Employee Benefit-defined Benefit Accounts | $176,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $237,000 | 45 |
Corporate Trust and Agency Accounts | $24,003,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $45,000 | 46 |
Number (#) individual retirement, health savings, and other similar accounts | $123,000 | 11 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,716,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $91,000 | 102 |
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 | $34,754,000 | 21 |
Number of Managed Accounts | $10,513,000 | 27 |
Personal Trust and Agency Accounts | $2,721,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 124 |
Employee Benefit-defined Benefit Accounts | $78,000 | 13 |
Number of other employee benefit and retirement-related accounts | $1,259,000 | 43 |
Corporate Trust and Agency Accounts | $297,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,915,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $224,000 | 35 |
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 | $1,223,000 | 44 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,241,000 | 14 |
Personal Trust and Agency Accounts | $281,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $244,000 | 29 |
Employee Benefit-defined Benefit Accounts | $203,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $264,000 | 42 |
Corporate Trust and Agency Accounts | $23,077,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $47,000 | 46 |
Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 11 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,729,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 105 |
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 | $34,712,000 | 19 |
Number of Managed Accounts | $10,485,000 | 28 |
Personal Trust and Agency Accounts | $2,728,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 129 |
Employee Benefit-defined Benefit Accounts | $71,000 | 18 |
Number of other employee benefit and retirement-related accounts | $1,278,000 | 41 |
Corporate Trust and Agency Accounts | $292,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $5,870,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $227,000 | 35 |
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 | $1,242,000 | 41 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $5,153,000 | 14 |
Number of Non-Managed Accounts | $24,227,000 | 13 |
Personal Trust and Agency Accounts | $304,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $174,000 | 45 |
Employee Benefit-defined Benefit Accounts | $116,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $188,000 | 63 |
Corporate Trust and Agency Accounts | $23,266,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 44 |
Number (#) individual retirement, health savings, and other similar accounts | $125,000 | 9 |
Other Fiduciary Accounts | $0 | 180 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,672,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $96,000 | 140 |
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 | $33,384,000 | 20 |
Number of Managed Accounts | $10,452,000 | 28 |
Personal Trust and Agency Accounts | $2,752,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 124 |
Employee Benefit-defined Benefit Accounts | $70,000 | 18 |
Number of other employee benefit and retirement-related accounts | $1,282,000 | 41 |
Corporate Trust and Agency Accounts | $308,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,794,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | $227,000 | 34 |
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 | $1,245,000 | 41 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,932,000 | 14 |
Personal Trust and Agency Accounts | $309,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $165,000 | 43 |
Employee Benefit-defined Benefit Accounts | $131,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $177,000 | 50 |
Corporate Trust and Agency Accounts | $21,970,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $129,000 | 9 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,683,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $87,000 | 111 |
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 | $32,613,000 | 20 |
Number of Managed Accounts | $10,732,000 | 27 |
Personal Trust and Agency Accounts | $2,872,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 116 |
Employee Benefit-defined Benefit Accounts | $70,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,312,000 | 39 |
Corporate Trust and Agency Accounts | $320,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,922,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $214,000 | 35 |
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 | $1,275,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,881,000 | 14 |
Personal Trust and Agency Accounts | $328,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 50 |
Employee Benefit-defined Benefit Accounts | $142,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $169,000 | 51 |
Corporate Trust and Agency Accounts | $20,911,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | $53,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $129,000 | 9 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,678,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 117 |
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 | $31,498,000 | 21 |
Number of Managed Accounts | $10,575,000 | 27 |
Personal Trust and Agency Accounts | $2,898,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $23,000 | 115 |
Employee Benefit-defined Benefit Accounts | $70,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,289,000 | 39 |
Corporate Trust and Agency Accounts | $321,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,770,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $204,000 | 38 |
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 | $1,240,000 | 41 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $20,923,000 | 14 |
Personal Trust and Agency Accounts | $349,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $140,000 | 54 |
Employee Benefit-defined Benefit Accounts | $142,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $165,000 | 52 |
Corporate Trust and Agency Accounts | $19,931,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | $53,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $143,000 | 9 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,692,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $73,000 | 115 |
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 | $31,171,000 | 21 |
Number of Managed Accounts | $10,450,000 | 27 |
Personal Trust and Agency Accounts | $2,894,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 154 |
Employee Benefit-defined Benefit Accounts | $71,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,221,000 | 41 |
Corporate Trust and Agency Accounts | $324,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,727,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $199,000 | 38 |
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 | $1,173,000 | 44 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,681,000 | 24 |
Number of Non-Managed Accounts | $20,721,000 | 14 |
Personal Trust and Agency Accounts | $333,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $142,000 | 53 |
Employee Benefit-defined Benefit Accounts | $136,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $152,000 | 78 |
Corporate Trust and Agency Accounts | $19,741,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $72,000 | 36 |
Number (#) individual retirement, health savings, and other similar accounts | $145,000 | 8 |
Other Fiduciary Accounts | $0 | 192 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,727,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $75,000 | 171 |
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 | $29,635,000 | 23 |
Number of Managed Accounts | $10,221,000 | 28 |
Personal Trust and Agency Accounts | $2,908,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 148 |
Employee Benefit-defined Benefit Accounts | $71,000 | 18 |
Number of other employee benefit and retirement-related accounts | $1,186,000 | 43 |
Corporate Trust and Agency Accounts | $331,000 | 4 |
Number of managed investment management and investment advisory agency accounts | $5,515,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $197,000 | 37 |
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 | $1,146,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,414,000 | 16 |
Personal Trust and Agency Accounts | $347,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $150,000 | 49 |
Employee Benefit-defined Benefit Accounts | $138,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $141,000 | 61 |
Corporate Trust and Agency Accounts | $18,427,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $75,000 | 29 |
Number (#) individual retirement, health savings, and other similar accounts | $136,000 | 8 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,724,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $81,000 | 112 |
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 | $28,403,000 | 23 |
Number of Managed Accounts | $10,298,000 | 27 |
Personal Trust and Agency Accounts | $3,074,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $11,000 | 157 |
Employee Benefit-defined Benefit Accounts | $73,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,154,000 | 43 |
Corporate Trust and Agency Accounts | $261,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $5,520,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $205,000 | 37 |
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 | $1,114,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $18,105,000 | 16 |
Personal Trust and Agency Accounts | $390,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $153,000 | 46 |
Employee Benefit-defined Benefit Accounts | $138,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $131,000 | 63 |
Corporate Trust and Agency Accounts | $17,101,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $71,000 | 31 |
Number (#) individual retirement, health savings, and other similar accounts | $121,000 | 10 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,719,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 120 |
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 | $26,973,000 | 24 |
Number of Managed Accounts | $9,980,000 | 27 |
Personal Trust and Agency Accounts | $2,994,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 166 |
Employee Benefit-defined Benefit Accounts | $74,000 | 17 |
Number of other employee benefit and retirement-related accounts | $1,083,000 | 43 |
Corporate Trust and Agency Accounts | $272,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,332,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $215,000 | 32 |
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 | $1,045,000 | 44 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $16,993,000 | 16 |
Personal Trust and Agency Accounts | $386,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $178,000 | 42 |
Employee Benefit-defined Benefit Accounts | $140,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $130,000 | 64 |
Corporate Trust and Agency Accounts | $15,965,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $67,000 | 31 |
Number (#) individual retirement, health savings, and other similar accounts | $126,000 | 9 |
Other Fiduciary Accounts | $1,000 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,699,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $69,000 | 121 |
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 | $25,998,000 | 24 |
Number of Managed Accounts | $10,958,000 | 27 |
Personal Trust and Agency Accounts | $4,022,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 186 |
Employee Benefit-defined Benefit Accounts | $76,000 | 18 |
Number of other employee benefit and retirement-related accounts | $1,062,000 | 43 |
Corporate Trust and Agency Accounts | $283,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,275,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $231,000 | 33 |
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 | $1,022,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,567,000 | 24 |
Number of Non-Managed Accounts | $15,040,000 | 17 |
Personal Trust and Agency Accounts | $530,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $252,000 | 28 |
Employee Benefit-defined Benefit Accounts | $138,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $142,000 | 87 |
Corporate Trust and Agency Accounts | $13,785,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $140,000 | 8 |
Other Fiduciary Accounts | $1,000 | 153 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,724,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 186 |
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 | $24,802,000 | 24 |
Number of Managed Accounts | $10,791,000 | 27 |
Personal Trust and Agency Accounts | $4,057,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 172 |
Employee Benefit-defined Benefit Accounts | $71,000 | 19 |
Number of other employee benefit and retirement-related accounts | $1,037,000 | 43 |
Corporate Trust and Agency Accounts | $269,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,104,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $244,000 | 30 |
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 | $997,000 | 40 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,011,000 | 16 |
Personal Trust and Agency Accounts | $523,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $292,000 | 25 |
Employee Benefit-defined Benefit Accounts | $140,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $139,000 | 64 |
Corporate Trust and Agency Accounts | $12,718,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $60,000 | 31 |
Number (#) individual retirement, health savings, and other similar accounts | $138,000 | 8 |
Other Fiduciary Accounts | $1,000 | 87 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,750,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $69,000 | 123 |
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 | $29,186,000 | 22 |
Number of Managed Accounts | $10,825,000 | 26 |
Personal Trust and Agency Accounts | $4,271,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 167 |
Employee Benefit-defined Benefit Accounts | $69,000 | 18 |
Number of other employee benefit and retirement-related accounts | $974,000 | 44 |
Corporate Trust and Agency Accounts | $269,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $4,991,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $241,000 | 31 |
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 | $933,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $18,361,000 | 15 |
Personal Trust and Agency Accounts | $567,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $311,000 | 25 |
Employee Benefit-defined Benefit Accounts | $155,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $145,000 | 59 |
Corporate Trust and Agency Accounts | $11,515,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $59,000 | 33 |
Number (#) individual retirement, health savings, and other similar accounts | $5,607,000 | 1 |
Other Fiduciary Accounts | $2,000 | 80 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,760,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $72,000 | 122 |
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 | $27,963,000 | 23 |
Number of Managed Accounts | $10,814,000 | 26 |
Personal Trust and Agency Accounts | $4,373,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $11,000 | 161 |
Employee Benefit-defined Benefit Accounts | $71,000 | 18 |
Number of other employee benefit and retirement-related accounts | $953,000 | 45 |
Corporate Trust and Agency Accounts | $246,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $4,914,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $246,000 | 30 |
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 | $911,000 | 45 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $17,149,000 | 15 |
Personal Trust and Agency Accounts | $655,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $315,000 | 26 |
Employee Benefit-defined Benefit Accounts | $160,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $149,000 | 60 |
Corporate Trust and Agency Accounts | $10,213,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | $54,000 | 33 |
Number (#) individual retirement, health savings, and other similar accounts | $5,601,000 | 1 |
Other Fiduciary Accounts | $2,000 | 79 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,787,000 | 40 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $74,000 | 119 |
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 | $26,895,000 | 23 |
Number of Managed Accounts | $10,966,000 | 25 |
Personal Trust and Agency Accounts | $4,427,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $10,000 | 190 |
Employee Benefit-defined Benefit Accounts | $71,000 | 20 |
Number of other employee benefit and retirement-related accounts | $931,000 | 45 |
Corporate Trust and Agency Accounts | $263,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $5,010,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $254,000 | 29 |
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 | $889,000 | 46 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,461,000 | 27 |
Number of Non-Managed Accounts | $15,929,000 | 14 |
Personal Trust and Agency Accounts | $682,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $333,000 | 27 |
Employee Benefit-defined Benefit Accounts | $158,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $149,000 | 86 |
Corporate Trust and Agency Accounts | $9,248,000 | 8 |
Number of investment management and advisory agency accounts, non-managed assets | $49,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $5,308,000 | 1 |
Other Fiduciary Accounts | $2,000 | 140 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,835,000 | 41 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $77,000 | 184 |
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 | $26,283,000 | 23 |
Number of Managed Accounts | $10,997,000 | 25 |
Personal Trust and Agency Accounts | $4,565,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 157 |
Employee Benefit-defined Benefit Accounts | $66,000 | 21 |
Number of other employee benefit and retirement-related accounts | $915,000 | 48 |
Corporate Trust and Agency Accounts | $253,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $4,930,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $255,000 | 27 |
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 | $877,000 | 46 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $15,286,000 | 15 |
Personal Trust and Agency Accounts | $692,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $416,000 | 24 |
Employee Benefit-defined Benefit Accounts | $157,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $144,000 | 64 |
Corporate Trust and Agency Accounts | $8,521,000 | 8 |
Number of investment management and advisory agency accounts, non-managed assets | $40,000 | 40 |
Number (#) individual retirement, health savings, and other similar accounts | $5,314,000 | 1 |
Other Fiduciary Accounts | $2,000 | 82 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,886,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 121 |
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 | $25,367,000 | 24 |
Number of Managed Accounts | $11,156,000 | 25 |
Personal Trust and Agency Accounts | $4,717,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 159 |
Employee Benefit-defined Benefit Accounts | $65,000 | 21 |
Number of other employee benefit and retirement-related accounts | $916,000 | 48 |
Corporate Trust and Agency Accounts | $97,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $5,072,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $276,000 | 28 |
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 | $872,000 | 46 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,211,000 | 14 |
Personal Trust and Agency Accounts | $817,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $573,000 | 17 |
Employee Benefit-defined Benefit Accounts | $153,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $142,000 | 62 |
Corporate Trust and Agency Accounts | $7,138,000 | 8 |
Number of investment management and advisory agency accounts, non-managed assets | $42,000 | 42 |
Number (#) individual retirement, health savings, and other similar accounts | $5,344,000 | 1 |
Other Fiduciary Accounts | $2,000 | 85 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,345,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $78,000 | 117 |
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 | $26,587,000 | 24 |
Number of Managed Accounts | $10,843,000 | 23 |
Personal Trust and Agency Accounts | $4,565,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 153 |
Employee Benefit-defined Benefit Accounts | $60,000 | 22 |
Number of other employee benefit and retirement-related accounts | $903,000 | 49 |
Corporate Trust and Agency Accounts | $96,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $4,929,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $275,000 | 28 |
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 | $863,000 | 46 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $15,744,000 | 14 |
Personal Trust and Agency Accounts | $859,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,778,000 | 10 |
Employee Benefit-defined Benefit Accounts | $371,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $1,021,000 | 16 |
Corporate Trust and Agency Accounts | $6,360,000 | 9 |
Number of investment management and advisory agency accounts, non-managed assets | $50,000 | 38 |
Number (#) individual retirement, health savings, and other similar accounts | $5,284,000 | 1 |
Other Fiduciary Accounts | $21,000 | 41 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,658,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 122 |
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 | $25,411,000 | 26 |
Number of Managed Accounts | $10,463,000 | 25 |
Personal Trust and Agency Accounts | $4,517,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $18,000 | 152 |
Employee Benefit-defined Benefit Accounts | $59,000 | 26 |
Number of other employee benefit and retirement-related accounts | $875,000 | 49 |
Corporate Trust and Agency Accounts | $57,000 | 18 |
Number of managed investment management and investment advisory agency accounts | $4,667,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $270,000 | 29 |
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 | $838,000 | 46 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,480,000 | 28 |
Number of Non-Managed Accounts | $14,948,000 | 16 |
Personal Trust and Agency Accounts | $854,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,813,000 | 10 |
Employee Benefit-defined Benefit Accounts | $367,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $1,033,000 | 18 |
Corporate Trust and Agency Accounts | $5,827,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $60,000 | 34 |
Number (#) individual retirement, health savings, and other similar accounts | $4,977,000 | 2 |
Other Fiduciary Accounts | $17,000 | 70 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,640,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $79,000 | 192 |
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 | $24,588,000 | 26 |
Number of Managed Accounts | $10,505,000 | 23 |
Personal Trust and Agency Accounts | $4,654,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $18,000 | 144 |
Employee Benefit-defined Benefit Accounts | $64,000 | 22 |
Number of other employee benefit and retirement-related accounts | $867,000 | 47 |
Corporate Trust and Agency Accounts | $67,000 | 14 |
Number of managed investment management and investment advisory agency accounts | $4,577,000 | 19 |
Number of foundation and endowment trust and agency accounts, managed assets | $258,000 | 29 |
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 | $827,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $14,083,000 | 16 |
Personal Trust and Agency Accounts | $845,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,806,000 | 9 |
Employee Benefit-defined Benefit Accounts | $361,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $1,000,000 | 15 |
Corporate Trust and Agency Accounts | $5,102,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $52,000 | 37 |
Number (#) individual retirement, health savings, and other similar accounts | $4,900,000 | 1 |
Other Fiduciary Accounts | $17,000 | 46 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,324,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $82,000 | 119 |
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 | $23,714,000 | 26 |
Number of Managed Accounts | $10,302,000 | 22 |
Personal Trust and Agency Accounts | $4,571,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $20,000 | 134 |
Employee Benefit-defined Benefit Accounts | $60,000 | 24 |
Number of other employee benefit and retirement-related accounts | $833,000 | 46 |
Corporate Trust and Agency Accounts | $36,000 | 18 |
Number of managed investment management and investment advisory agency accounts | $4,523,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $259,000 | 27 |
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 | $800,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $13,412,000 | 16 |
Personal Trust and Agency Accounts | $837,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,843,000 | 9 |
Employee Benefit-defined Benefit Accounts | $364,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $997,000 | 16 |
Corporate Trust and Agency Accounts | $4,473,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $49,000 | 38 |
Number (#) individual retirement, health savings, and other similar accounts | $4,833,000 | 1 |
Other Fiduciary Accounts | $16,000 | 48 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,193,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $80,000 | 121 |
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 | $23,104,000 | 27 |
Number of Managed Accounts | $10,194,000 | 23 |
Personal Trust and Agency Accounts | $4,530,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $18,000 | 142 |
Employee Benefit-defined Benefit Accounts | $73,000 | 20 |
Number of other employee benefit and retirement-related accounts | $834,000 | 46 |
Corporate Trust and Agency Accounts | $21,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $4,468,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $250,000 | 28 |
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 | $796,000 | 44 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,910,000 | 17 |
Personal Trust and Agency Accounts | $847,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,918,000 | 10 |
Employee Benefit-defined Benefit Accounts | $364,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $1,011,000 | 17 |
Corporate Trust and Agency Accounts | $3,912,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $51,000 | 38 |
Number (#) individual retirement, health savings, and other similar accounts | $4,790,000 | 1 |
Other Fiduciary Accounts | $17,000 | 50 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,208,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 121 |
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 | $22,542,000 | 26 |
Number of Managed Accounts | $10,124,000 | 23 |
Personal Trust and Agency Accounts | $4,471,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 142 |
Employee Benefit-defined Benefit Accounts | $82,000 | 20 |
Number of other employee benefit and retirement-related accounts | $830,000 | 46 |
Corporate Trust and Agency Accounts | $23,000 | 28 |
Number of managed investment management and investment advisory agency accounts | $4,441,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $256,000 | 28 |
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 | $793,000 | 43 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,433,000 | 30 |
Number of Non-Managed Accounts | $12,418,000 | 16 |
Personal Trust and Agency Accounts | $851,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,944,000 | 11 |
Employee Benefit-defined Benefit Accounts | $366,000 | 11 |
Number non-managed other employee benefit and retirement-related accounts | $1,010,000 | 22 |
Corporate Trust and Agency Accounts | $3,471,000 | 12 |
Number of investment management and advisory agency accounts, non-managed assets | $55,000 | 38 |
Number (#) individual retirement, health savings, and other similar accounts | $4,705,000 | 2 |
Other Fiduciary Accounts | $16,000 | 73 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,298,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $83,000 | 191 |
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 | $21,890,000 | 28 |
Number of Managed Accounts | $9,976,000 | 24 |
Personal Trust and Agency Accounts | $4,419,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $22,000 | 130 |
Employee Benefit-defined Benefit Accounts | $83,000 | 20 |
Number of other employee benefit and retirement-related accounts | $832,000 | 45 |
Corporate Trust and Agency Accounts | $14,000 | 25 |
Number of managed investment management and investment advisory agency accounts | $4,346,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $260,000 | 28 |
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 | $797,000 | 42 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $11,914,000 | 17 |
Personal Trust and Agency Accounts | $856,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,043,000 | 13 |
Employee Benefit-defined Benefit Accounts | $369,000 | 10 |
Number non-managed other employee benefit and retirement-related accounts | $1,031,000 | 18 |
Corporate Trust and Agency Accounts | $3,011,000 | 15 |
Number of investment management and advisory agency accounts, non-managed assets | $47,000 | 35 |
Number (#) individual retirement, health savings, and other similar accounts | $4,541,000 | 1 |
Other Fiduciary Accounts | $16,000 | 49 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,345,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $88,000 | 115 |
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 | $22,530,000 | 28 |
Number of Managed Accounts | $10,233,000 | 22 |
Personal Trust and Agency Accounts | $4,406,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $27,000 | 118 |
Employee Benefit-defined Benefit Accounts | $84,000 | 20 |
Number of other employee benefit and retirement-related accounts | $848,000 | 42 |
Corporate Trust and Agency Accounts | $28,000 | 18 |
Number of managed investment management and investment advisory agency accounts | $4,580,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $260,000 | 28 |
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 | $807,000 | 41 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,297,000 | 18 |
Personal Trust and Agency Accounts | $850,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,730,000 | 8 |
Employee Benefit-defined Benefit Accounts | $453,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $1,126,000 | 20 |
Corporate Trust and Agency Accounts | $2,585,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $31,000 | 49 |
Number (#) individual retirement, health savings, and other similar accounts | $4,507,000 | 1 |
Other Fiduciary Accounts | $15,000 | 52 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,385,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $101,000 | 115 |
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 | $22,327,000 | 28 |
Number of Managed Accounts | $10,144,000 | 23 |
Personal Trust and Agency Accounts | $4,403,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $32,000 | 106 |
Employee Benefit-defined Benefit Accounts | $97,000 | 19 |
Number of other employee benefit and retirement-related accounts | $834,000 | 41 |
Corporate Trust and Agency Accounts | $23,000 | 22 |
Number of managed investment management and investment advisory agency accounts | $4,503,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $252,000 | 28 |
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 | $795,000 | 40 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,183,000 | 18 |
Personal Trust and Agency Accounts | $910,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,793,000 | 8 |
Employee Benefit-defined Benefit Accounts | $476,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $1,141,000 | 20 |
Corporate Trust and Agency Accounts | $2,335,000 | 16 |
Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 50 |
Number (#) individual retirement, health savings, and other similar accounts | $4,479,000 | 1 |
Other Fiduciary Accounts | $16,000 | 51 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,536,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $97,000 | 122 |
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 | $22,867,000 | 27 |
Number of Managed Accounts | $9,973,000 | 22 |
Personal Trust and Agency Accounts | $4,237,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $28,000 | 122 |
Employee Benefit-defined Benefit Accounts | $93,000 | 20 |
Number of other employee benefit and retirement-related accounts | $859,000 | 40 |
Corporate Trust and Agency Accounts | $7,000 | 70 |
Number of managed investment management and investment advisory agency accounts | $4,491,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $258,000 | 26 |
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 | $820,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,364,000 | 34 |
Number of Non-Managed Accounts | $12,894,000 | 18 |
Personal Trust and Agency Accounts | $901,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,682,000 | 6 |
Employee Benefit-defined Benefit Accounts | $506,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $1,387,000 | 22 |
Corporate Trust and Agency Accounts | $1,984,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | $45,000 | 47 |
Number (#) individual retirement, health savings, and other similar accounts | $4,373,000 | 1 |
Other Fiduciary Accounts | $16,000 | 75 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,334,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 187 |
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 | $22,455,000 | 27 |
Number of Managed Accounts | $9,543,000 | 22 |
Personal Trust and Agency Accounts | $3,999,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $26,000 | 118 |
Employee Benefit-defined Benefit Accounts | $89,000 | 18 |
Number of other employee benefit and retirement-related accounts | $830,000 | 40 |
Corporate Trust and Agency Accounts | $11,000 | 32 |
Number of managed investment management and investment advisory agency accounts | $4,329,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $259,000 | 25 |
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 | $793,000 | 40 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,912,000 | 18 |
Personal Trust and Agency Accounts | $792,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,260,000 | 5 |
Employee Benefit-defined Benefit Accounts | $502,000 | 8 |
Number non-managed other employee benefit and retirement-related accounts | $1,352,000 | 18 |
Corporate Trust and Agency Accounts | $1,733,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 43 |
Number (#) individual retirement, health savings, and other similar accounts | $4,220,000 | 1 |
Other Fiduciary Accounts | $16,000 | 53 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,190,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $104,000 | 111 |
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 | $22,041,000 | 26 |
Number of Managed Accounts | $9,267,000 | 22 |
Personal Trust and Agency Accounts | $3,877,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $34,000 | 104 |
Employee Benefit-defined Benefit Accounts | $90,000 | 18 |
Number of other employee benefit and retirement-related accounts | $785,000 | 42 |
Corporate Trust and Agency Accounts | $5,000 | 44 |
Number of managed investment management and investment advisory agency accounts | $4,233,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 25 |
Other Fiduciary Accounts | $22,000 | 27 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $785,000 | 39 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $12,774,000 | 17 |
Personal Trust and Agency Accounts | $946,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,181,000 | 6 |
Employee Benefit-defined Benefit Accounts | $430,000 | 9 |
Number non-managed other employee benefit and retirement-related accounts | $610,000 | 26 |
Corporate Trust and Agency Accounts | $1,261,000 | 24 |
Number of investment management and advisory agency accounts, non-managed assets | $22,000 | 60 |
Number (#) individual retirement, health savings, and other similar accounts | $4,220,000 | 1 |
Other Fiduciary Accounts | $104,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,985,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $110,000 | 108 |
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 | $17,558,000 | 28 |
Number of Managed Accounts | $8,938,000 | 24 |
Personal Trust and Agency Accounts | $3,736,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 164 |
Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
Number of other employee benefit and retirement-related accounts | $819,000 | 41 |
Corporate Trust and Agency Accounts | $3,000 | 54 |
Number of managed investment management and investment advisory agency accounts | $4,139,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $208,000 | 28 |
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 | $819,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,620,000 | 21 |
Personal Trust and Agency Accounts | $936,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,894,000 | 15 |
Employee Benefit-defined Benefit Accounts | $259,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $334,000 | 42 |
Corporate Trust and Agency Accounts | $1,093,000 | 25 |
Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 79 |
Number (#) individual retirement, health savings, and other similar accounts | $4,086,000 | 1 |
Other Fiduciary Accounts | $5,000 | 71 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,716,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $107,000 | 108 |
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 | $17,285,000 | 27 |
Number of Managed Accounts | $8,849,000 | 24 |
Personal Trust and Agency Accounts | $3,676,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $14,000 | 186 |
Employee Benefit-defined Benefit Accounts | $21,000 | 43 |
Number of other employee benefit and retirement-related accounts | $802,000 | 42 |
Corporate Trust and Agency Accounts | $3,000 | 122 |
Number of managed investment management and investment advisory agency accounts | $4,115,000 | 18 |
Number of foundation and endowment trust and agency accounts, managed assets | $218,000 | 25 |
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 | $802,000 | 37 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,528,000 | 34 |
Number of Non-Managed Accounts | $8,436,000 | 21 |
Personal Trust and Agency Accounts | $882,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,919,000 | 14 |
Employee Benefit-defined Benefit Accounts | $261,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $329,000 | 53 |
Corporate Trust and Agency Accounts | $976,000 | 26 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 227 |
Number (#) individual retirement, health savings, and other similar accounts | $4,060,000 | 2 |
Other Fiduciary Accounts | $5,000 | 128 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,723,000 | 37 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $109,000 | 178 |
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 | $17,361,000 | 28 |
Number of Managed Accounts | $8,886,000 | 26 |
Personal Trust and Agency Accounts | $3,655,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $13,000 | 170 |
Employee Benefit-defined Benefit Accounts | $21,000 | 41 |
Number of other employee benefit and retirement-related accounts | $815,000 | 44 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $4,156,000 | 20 |
Number of foundation and endowment trust and agency accounts, managed assets | $226,000 | 26 |
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 | $815,000 | 38 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,475,000 | 20 |
Personal Trust and Agency Accounts | $837,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,230,000 | 12 |
Employee Benefit-defined Benefit Accounts | $266,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $333,000 | 39 |
Corporate Trust and Agency Accounts | $883,000 | 27 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 129 |
Number (#) individual retirement, health savings, and other similar accounts | $3,918,000 | 1 |
Other Fiduciary Accounts | $5,000 | 73 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,855,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,000 | 104 |
2011-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,140 |
Fiduciary power exercised | $0 | 1,589 |
Fiduciary or related activity | $0 | 1,512 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
Number of Managed Accounts | $0 | 403 |
Personal Trust and Agency Accounts | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 223 |
Number of other employee benefit and retirement-related accounts | $0 | 358 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 362 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
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 | $0 | 322 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 400 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 372 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 322 |
2011-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,157 |
Fiduciary power exercised | $0 | 1,606 |
Fiduciary or related activity | $0 | 1,531 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
Number of Managed Accounts | $0 | 410 |
Personal Trust and Agency Accounts | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 363 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 368 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
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 | $0 | 325 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 404 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 376 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 324 |
2010-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,183 |
Fiduciary power exercised | $0 | 1,631 |
Fiduciary or related activity | $0 | 1,555 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
Number of Managed Accounts | $0 | 1,440 |
Personal Trust and Agency Accounts | $0 | 1,406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 583 |
Employee Benefit-defined Benefit Accounts | $0 | 357 |
Number of other employee benefit and retirement-related accounts | $0 | 767 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $0 | 826 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
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 | $0 | 656 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $0 | 1,219 |
Personal Trust and Agency Accounts | $0 | 899 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 579 |
Employee Benefit-defined Benefit Accounts | $0 | 217 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 797 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $0 | 239 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 873 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 798 |
2010-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,195 |
Fiduciary power exercised | $0 | 1,644 |
Fiduciary or related activity | $0 | 1,565 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 386 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 232 |
Number of other employee benefit and retirement-related accounts | $0 | 349 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 354 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
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 | $0 | 312 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 391 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 151 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 370 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 306 |
2010-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,202 |
Fiduciary power exercised | $0 | 1,653 |
Fiduciary or related activity | $0 | 1,572 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $0 | 356 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
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 | $0 | 394 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 370 |
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 | $0 | 2,230 |
Fiduciary power exercised | $0 | 1,664 |
Fiduciary or related activity | $0 | 1,585 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
Number of Managed Accounts | $0 | 397 |
Personal Trust and Agency Accounts | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 356 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $0 | 359 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
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 | $0 | 401 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 313 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 377 |
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 | $0 | 2,244 |
Fiduciary power exercised | $0 | 1,675 |
Fiduciary or related activity | $0 | 1,593 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,585 |
Number of Managed Accounts | $0 | 1,485 |
Personal Trust and Agency Accounts | $0 | 1,442 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 604 |
Employee Benefit-defined Benefit Accounts | $0 | 372 |
Number of other employee benefit and retirement-related accounts | $0 | 788 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $0 | 836 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
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 | $0 | 655 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $0 | 1,248 |
Personal Trust and Agency Accounts | $0 | 925 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 596 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 808 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 883 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 800 |
2009-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,265 |
Fiduciary power exercised | $0 | 1,685 |
Fiduciary or related activity | $0 | 1,605 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
Number of Managed Accounts | $0 | 386 |
Personal Trust and Agency Accounts | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 342 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $0 | 353 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 386 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 306 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 362 |
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 | $0 | 2,285 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
Number of Managed Accounts | $0 | 392 |
Personal Trust and Agency Accounts | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 305 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $0 | 346 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $0 | 360 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 375 |
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 | $0 | 2,301 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
Number of Managed Accounts | $0 | 395 |
Personal Trust and Agency Accounts | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $0 | 348 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $0 | 362 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 378 |
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 | $0 | 2,321 |
Fiduciary power exercised | $0 | 1,723 |
Fiduciary or related activity | $0 | 1,634 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
Number of Managed Accounts | $0 | 1,520 |
Personal Trust and Agency Accounts | $0 | 1,471 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $0 | 777 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $0 | 851 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,251 |
Personal Trust and Agency Accounts | $0 | 952 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 603 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 812 |
Corporate Trust and Agency Accounts | $0 | 375 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 882 |
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 | $0 | 2,346 |
Fiduciary power exercised | $0 | 1,749 |
Fiduciary or related activity | $0 | 1,659 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
Number of Managed Accounts | $0 | 419 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $0 | 375 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $0 | 390 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 421 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 313 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 330 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 397 |
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 | $0 | 2,370 |
Fiduciary power exercised | $0 | 1,767 |
Fiduciary or related activity | $0 | 1,672 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
Number of Managed Accounts | $0 | 425 |
Personal Trust and Agency Accounts | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 241 |
Number of other employee benefit and retirement-related accounts | $0 | 382 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 394 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 177 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 401 |
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 | $0 | 2,389 |
Fiduciary power exercised | $0 | 1,777 |
Fiduciary or related activity | $0 | 1,684 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
Number of Managed Accounts | $0 | 434 |
Personal Trust and Agency Accounts | $0 | 425 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $0 | 388 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $0 | 400 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 342 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 408 |
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 | $0 | 2,411 |
Fiduciary power exercised | $0 | 1,786 |
Fiduciary or related activity | $0 | 1,696 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
Number of Managed Accounts | $0 | 1,582 |
Personal Trust and Agency Accounts | $0 | 1,533 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 667 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $0 | 791 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $0 | 881 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,300 |
Personal Trust and Agency Accounts | $0 | 976 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 860 |
Corporate Trust and Agency Accounts | $0 | 389 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 913 |
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 | $0 | 2,428 |
Fiduciary power exercised | $0 | 1,805 |
Fiduciary or related activity | $0 | 1,715 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
Number of Managed Accounts | $0 | 421 |
Personal Trust and Agency Accounts | $0 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 317 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 417 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 332 |
Corporate Trust and Agency Accounts | $0 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 393 |
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 | $0 | 2,445 |
Fiduciary power exercised | $0 | 1,809 |
Fiduciary or related activity | $0 | 1,721 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
Number of Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 323 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 385 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 355 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 402 |
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 | $0 | 2,453 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
Number of Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $0 | 374 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $0 | 386 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 425 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 333 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 190 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 400 |
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 | $0 | 2,464 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
Number of Managed Accounts | $0 | 1,625 |
Personal Trust and Agency Accounts | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 707 |
Employee Benefit-defined Benefit Accounts | $0 | 426 |
Number of other employee benefit and retirement-related accounts | $0 | 788 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $0 | 891 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,332 |
Personal Trust and Agency Accounts | $0 | 991 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 653 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 854 |
Corporate Trust and Agency Accounts | $0 | 403 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 951 |
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 | $0 | 2,478 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
Number of Managed Accounts | $0 | 409 |
Personal Trust and Agency Accounts | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 242 |
Number of other employee benefit and retirement-related accounts | $0 | 356 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $0 | 365 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 409 |
Personal Trust and Agency Accounts | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 389 |
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 | $0 | 2,497 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
Number of Managed Accounts | $0 | 413 |
Personal Trust and Agency Accounts | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 248 |
Number of other employee benefit and retirement-related accounts | $0 | 358 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 369 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 412 |
Personal Trust and Agency Accounts | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 326 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 396 |
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 | $0 | 2,505 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
Number of Managed Accounts | $0 | 437 |
Personal Trust and Agency Accounts | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 337 |
Employee Benefit-defined Benefit Accounts | $0 | 249 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 406 |
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 | $0 | 2,516 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
Number of Managed Accounts | $0 | 1,678 |
Personal Trust and Agency Accounts | $0 | 1,622 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 756 |
Employee Benefit-defined Benefit Accounts | $0 | 446 |
Number of other employee benefit and retirement-related accounts | $0 | 819 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $0 | 919 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,373 |
Personal Trust and Agency Accounts | $0 | 1,023 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 690 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 974 |
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 | $0 | 2,529 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
Number of Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $0 | 370 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 414 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
Corporate Trust and Agency Accounts | $0 | 200 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 397 |
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 | $0 | 2,548 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
Number of Managed Accounts | $0 | 435 |
Personal Trust and Agency Accounts | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $0 | 384 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 431 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 346 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
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 | $0 | 2,569 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $0 | 372 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $0 | 383 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 342 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
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 | $0 | 2,574 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
Number of Managed Accounts | $0 | 1,698 |
Personal Trust and Agency Accounts | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 767 |
Employee Benefit-defined Benefit Accounts | $0 | 445 |
Number of other employee benefit and retirement-related accounts | $0 | 797 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $0 | 911 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,368 |
Personal Trust and Agency Accounts | $0 | 1,017 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 701 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 864 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,000 |
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 | $0 | 2,582 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
Number of Managed Accounts | $0 | 424 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 367 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 334 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
Corporate Trust and Agency Accounts | $0 | 201 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 404 |
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 | $0 | 2,602 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
Number of Managed Accounts | $0 | 429 |
Personal Trust and Agency Accounts | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $0 | 372 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 432 |
Personal Trust and Agency Accounts | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
Corporate Trust and Agency Accounts | $0 | 206 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 409 |
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 | $0 | 2,610 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 364 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 205 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 417 |
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 | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
Number of Managed Accounts | $0 | 1,742 |
Personal Trust and Agency Accounts | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 794 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $0 | 809 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $0 | 932 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,417 |
Personal Trust and Agency Accounts | $0 | 1,047 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 727 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 880 |
Corporate Trust and Agency Accounts | $0 | 460 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,025 |
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 | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Personal Trust and Agency Accounts | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 351 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 430 |
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 | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 353 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $0 | 387 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 448 |
Personal Trust and Agency Accounts | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 354 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 431 |
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 | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Personal Trust and Agency Accounts | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $0 | 377 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 460 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 442 |
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 | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
Number of Managed Accounts | $0 | 1,796 |
Personal Trust and Agency Accounts | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 834 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $0 | 820 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $0 | 941 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,465 |
Personal Trust and Agency Accounts | $0 | 1,072 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
Corporate Trust and Agency Accounts | $0 | 452 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,048 |
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 | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
Number of Managed Accounts | $0 | 1,766 |
Personal Trust and Agency Accounts | $0 | 1,716 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 815 |
Employee Benefit-defined Benefit Accounts | $0 | 447 |
Number of other employee benefit and retirement-related accounts | $0 | 769 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $0 | 858 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,385 |
Personal Trust and Agency Accounts | $0 | 999 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 726 |
Employee Benefit-defined Benefit Accounts | $0 | 284 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 833 |
Corporate Trust and Agency Accounts | $0 | 450 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 297 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 971 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |