Home > Capital One > Number of Fiduciary and Related Asset Accounts
Capital One, 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 | $3,000 | 959 |
Number of Managed Accounts | $3,000 | 889 |
Personal Trust and Agency Accounts | $3,000 | 875 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 412 |
Employee Benefit-defined Benefit Accounts | $0 | 229 |
Number of other employee benefit and retirement-related accounts | $0 | 628 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $0 | 613 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 548 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $0 | 825 |
Personal Trust and Agency Accounts | $0 | 637 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 608 |
Corporate Trust and Agency Accounts | $0 | 248 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 247 |
Other Fiduciary Accounts | $0 | 190 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,000 | 591 |
Fiduciary Accounts Held in Foreign Offices | $0 | 38 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 645 |
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 | $0 | 375 |
Number of Managed Accounts | $0 | 366 |
Personal Trust and Agency Accounts | $0 | 365 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number of other employee benefit and retirement-related accounts | $0 | 363 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $0 | 333 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 317 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 365 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 158 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 298 |
Corporate Trust and Agency Accounts | $0 | 118 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 194 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 340 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 437 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $0 | 433 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $0 | 399 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 385 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 435 |
Personal Trust and Agency Accounts | $0 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 284 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 382 |
Corporate Trust and Agency Accounts | $0 | 169 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 403 |
Fiduciary Accounts Held in Foreign Offices | $0 | 37 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 412 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
Number of Managed Accounts | $0 | 375 |
Personal Trust and Agency Accounts | $0 | 367 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 248 |
Employee Benefit-defined Benefit Accounts | $0 | 171 |
Number of other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $0 | 341 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 373 |
Personal Trust and Agency Accounts | $0 | 307 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 231 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 297 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $0 | 92 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 348 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 313 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $5,000 | 975 |
Number of Managed Accounts | $5,000 | 889 |
Personal Trust and Agency Accounts | $5,000 | 859 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 390 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $0 | 617 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $0 | 644 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 513 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 573 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $0 | 869 |
Personal Trust and Agency Accounts | $0 | 651 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 361 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 590 |
Corporate Trust and Agency Accounts | $0 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 208 |
Other Fiduciary Accounts | $0 | 175 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,000 | 618 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 641 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
Number of Managed Accounts | $0 | 389 |
Personal Trust and Agency Accounts | $0 | 378 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 260 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number of other employee benefit and retirement-related accounts | $0 | 351 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $0 | 357 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 319 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 340 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 385 |
Personal Trust and Agency Accounts | $0 | 309 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 247 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
Corporate Trust and Agency Accounts | $0 | 115 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 363 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 327 |
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 | $0 | 430 |
Number of Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 417 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 285 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number of other employee benefit and retirement-related accounts | $0 | 396 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $0 | 397 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 337 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 384 |
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 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 267 |
Employee Benefit-defined Benefit Accounts | $0 | 122 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 346 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 398 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 371 |
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 | $0 | 359 |
Number of Managed Accounts | $0 | 350 |
Personal Trust and Agency Accounts | $0 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 250 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $0 | 329 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $0 | 329 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 347 |
Personal Trust and Agency Accounts | $0 | 284 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 235 |
Employee Benefit-defined Benefit Accounts | $0 | 119 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 295 |
Corporate Trust and Agency Accounts | $0 | 109 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 336 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 310 |
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 | $8,000 | 914 |
Number of Managed Accounts | $8,000 | 838 |
Personal Trust and Agency Accounts | $7,000 | 830 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 238 |
Number of other employee benefit and retirement-related accounts | $0 | 603 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $0 | 625 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 487 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 553 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $0 | 847 |
Personal Trust and Agency Accounts | $0 | 626 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 355 |
Employee Benefit-defined Benefit Accounts | $0 | 144 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 595 |
Corporate Trust and Agency Accounts | $0 | 213 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 188 |
Other Fiduciary Accounts | $0 | 174 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,000 | 602 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 639 |
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 | $0 | 343 |
Number of Managed Accounts | $0 | 335 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 249 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number of other employee benefit and retirement-related accounts | $0 | 315 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $0 | 312 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 306 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 330 |
Personal Trust and Agency Accounts | $0 | 273 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 233 |
Employee Benefit-defined Benefit Accounts | $0 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 284 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 131 |
Other Fiduciary Accounts | $0 | 90 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 319 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 295 |
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 | $0 | 409 |
Number of Managed Accounts | $0 | 401 |
Personal Trust and Agency Accounts | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $0 | 191 |
Number of other employee benefit and retirement-related accounts | $0 | 379 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $0 | 375 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 320 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 367 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 396 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 334 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 146 |
Other Fiduciary Accounts | $0 | 99 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 376 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 352 |
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 | $0 | 345 |
Number of Managed Accounts | $0 | 337 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 257 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number of other employee benefit and retirement-related accounts | $0 | 319 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $0 | 316 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 309 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 333 |
Personal Trust and Agency Accounts | $0 | 274 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 233 |
Employee Benefit-defined Benefit Accounts | $0 | 120 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 290 |
Corporate Trust and Agency Accounts | $0 | 111 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 129 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 322 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 299 |
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 | $10,000 | 918 |
Number of Managed Accounts | $10,000 | 839 |
Personal Trust and Agency Accounts | $9,000 | 810 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 614 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $0 | 638 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 565 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $0 | 874 |
Personal Trust and Agency Accounts | $0 | 649 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 366 |
Employee Benefit-defined Benefit Accounts | $0 | 150 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 604 |
Corporate Trust and Agency Accounts | $0 | 228 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 195 |
Other Fiduciary Accounts | $0 | 171 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 582 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 642 |
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 | $10,000 | 345 |
Number of Managed Accounts | $10,000 | 334 |
Personal Trust and Agency Accounts | $9,000 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
Employee Benefit-defined Benefit Accounts | $0 | 178 |
Number of other employee benefit and retirement-related accounts | $0 | 320 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $0 | 318 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 277 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 311 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 335 |
Personal Trust and Agency Accounts | $0 | 277 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 293 |
Corporate Trust and Agency Accounts | $0 | 117 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 135 |
Other Fiduciary Accounts | $0 | 88 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 311 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 304 |
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 | $10,000 | 403 |
Number of Managed Accounts | $10,000 | 392 |
Personal Trust and Agency Accounts | $9,000 | 384 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 254 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $0 | 374 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $0 | 373 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 314 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 359 |
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 | 319 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 264 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 360 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 353 |
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 | $15,000 | 346 |
Number of Managed Accounts | $15,000 | 337 |
Personal Trust and Agency Accounts | $11,000 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 223 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number of other employee benefit and retirement-related accounts | $0 | 323 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $3,000 | 317 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 280 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
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 | 338 |
Personal Trust and Agency Accounts | $0 | 279 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 234 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 296 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 140 |
Other Fiduciary Accounts | $0 | 94 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 317 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 309 |
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 | $3,175,000 | 85 |
Number of Managed Accounts | $3,175,000 | 66 |
Personal Trust and Agency Accounts | $281,000 | 185 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $453,000 | 5 |
Employee Benefit-defined Benefit Accounts | $3,000 | 116 |
Number of other employee benefit and retirement-related accounts | $1,507,000 | 36 |
Corporate Trust and Agency Accounts | $39,000 | 20 |
Number of managed investment management and investment advisory agency accounts | $872,000 | 79 |
Number of foundation and endowment trust and agency accounts, managed assets | $2,000 | 418 |
Other Fiduciary Accounts | $18,000 | 43 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 570 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $1,080,000 | 29 |
Number of Non-Managed Accounts | $0 | 902 |
Personal Trust and Agency Accounts | $0 | 670 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 378 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 616 |
Corporate Trust and Agency Accounts | $0 | 235 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 204 |
Other Fiduciary Accounts | $0 | 181 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,000 | 591 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 659 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
Number of Managed Accounts | $0 | 349 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 259 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number of other employee benefit and retirement-related accounts | $0 | 328 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $0 | 326 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 281 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 315 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 341 |
Personal Trust and Agency Accounts | $0 | 282 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 241 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 301 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 95 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 332 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 314 |
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 | $0 | 395 |
Number of Managed Accounts | $0 | 387 |
Personal Trust and Agency Accounts | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 283 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $0 | 365 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $0 | 363 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 351 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 381 |
Personal Trust and Agency Accounts | $0 | 311 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 263 |
Employee Benefit-defined Benefit Accounts | $0 | 133 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 325 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
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 | $0 | 402 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 389 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 282 |
Employee Benefit-defined Benefit Accounts | $0 | 197 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $0 | 367 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 312 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 357 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 384 |
Personal Trust and Agency Accounts | $0 | 309 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 268 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 328 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 372 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 350 |
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 | $33,000 | 842 |
Number of Managed Accounts | $30,000 | 758 |
Personal Trust and Agency Accounts | $19,000 | 768 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 325 |
Employee Benefit-defined Benefit Accounts | $0 | 267 |
Number of other employee benefit and retirement-related accounts | $0 | 649 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $7,000 | 586 |
Number of foundation and endowment trust and agency accounts, managed assets | $3,000 | 385 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 592 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $3,000 | 805 |
Personal Trust and Agency Accounts | $1,000 | 600 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 318 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 634 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $1,000 | 144 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,000 | 597 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 671 |
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 | $66,000 | 399 |
Number of Managed Accounts | $62,000 | 386 |
Personal Trust and Agency Accounts | $41,000 | 368 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 258 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number of other employee benefit and retirement-related accounts | $2,000 | 365 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $14,000 | 349 |
Number of foundation and endowment trust and agency accounts, managed assets | $4,000 | 274 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $2,000 | 352 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $4,000 | 365 |
Personal Trust and Agency Accounts | $1,000 | 295 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,000 | 246 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 329 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $2,000 | 83 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,000 | 348 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 350 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,690,000 | 149 |
Number of Managed Accounts | $1,474,000 | 130 |
Personal Trust and Agency Accounts | $694,000 | 81 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 127 |
Employee Benefit-defined Benefit Accounts | $12,000 | 53 |
Number of other employee benefit and retirement-related accounts | $147,000 | 247 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $444,000 | 126 |
Number of foundation and endowment trust and agency accounts, managed assets | $155,000 | 51 |
Other Fiduciary Accounts | $3,000 | 83 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $147,000 | 243 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $216,000 | 138 |
Personal Trust and Agency Accounts | $38,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,000 | 183 |
Employee Benefit-defined Benefit Accounts | $39,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 246 |
Corporate Trust and Agency Accounts | $21,000 | 65 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 106 |
Other Fiduciary Accounts | $100,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $345,000 | 80 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 285 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,766,000 | 145 |
Number of Managed Accounts | $1,542,000 | 126 |
Personal Trust and Agency Accounts | $733,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 122 |
Employee Benefit-defined Benefit Accounts | $14,000 | 50 |
Number of other employee benefit and retirement-related accounts | $154,000 | 243 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $459,000 | 123 |
Number of foundation and endowment trust and agency accounts, managed assets | $158,000 | 48 |
Other Fiduciary Accounts | $3,000 | 83 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $154,000 | 235 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $224,000 | 136 |
Personal Trust and Agency Accounts | $39,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $15,000 | 157 |
Employee Benefit-defined Benefit Accounts | $40,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 246 |
Corporate Trust and Agency Accounts | $21,000 | 65 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 104 |
Other Fiduciary Accounts | $99,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $352,000 | 76 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 280 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,801,000 | 143 |
Number of Managed Accounts | $1,572,000 | 122 |
Personal Trust and Agency Accounts | $752,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $21,000 | 131 |
Employee Benefit-defined Benefit Accounts | $14,000 | 52 |
Number of other employee benefit and retirement-related accounts | $156,000 | 266 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $467,000 | 123 |
Number of foundation and endowment trust and agency accounts, managed assets | $159,000 | 47 |
Other Fiduciary Accounts | $3,000 | 131 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $156,000 | 254 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $229,000 | 159 |
Personal Trust and Agency Accounts | $39,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $19,000 | 154 |
Employee Benefit-defined Benefit Accounts | $40,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 437 |
Corporate Trust and Agency Accounts | $21,000 | 90 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 129 |
Other Fiduciary Accounts | $100,000 | 30 |
Memoranda | ||
Custody and Safekeeping Accounts | $351,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 514 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,861,000 | 136 |
Number of Managed Accounts | $1,618,000 | 122 |
Personal Trust and Agency Accounts | $762,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $25,000 | 112 |
Employee Benefit-defined Benefit Accounts | $13,000 | 54 |
Number of other employee benefit and retirement-related accounts | $161,000 | 235 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $493,000 | 119 |
Number of foundation and endowment trust and agency accounts, managed assets | $161,000 | 46 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $161,000 | 230 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $243,000 | 128 |
Personal Trust and Agency Accounts | $40,000 | 101 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $31,000 | 115 |
Employee Benefit-defined Benefit Accounts | $42,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 240 |
Corporate Trust and Agency Accounts | $21,000 | 65 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 109 |
Other Fiduciary Accounts | $99,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $343,000 | 77 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 276 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,946,000 | 125 |
Number of Managed Accounts | $1,700,000 | 112 |
Personal Trust and Agency Accounts | $778,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $35,000 | 85 |
Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
Number of other employee benefit and retirement-related accounts | $163,000 | 238 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $535,000 | 106 |
Number of foundation and endowment trust and agency accounts, managed assets | $167,000 | 47 |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $163,000 | 231 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $246,000 | 127 |
Personal Trust and Agency Accounts | $46,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $32,000 | 116 |
Employee Benefit-defined Benefit Accounts | $41,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 244 |
Corporate Trust and Agency Accounts | $21,000 | 67 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Number (#) individual retirement, health savings, and other similar accounts | $1,000 | 113 |
Other Fiduciary Accounts | $96,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $328,000 | 80 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 277 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,989,000 | 118 |
Number of Managed Accounts | $1,735,000 | 106 |
Personal Trust and Agency Accounts | $790,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $36,000 | 85 |
Employee Benefit-defined Benefit Accounts | $19,000 | 45 |
Number of other employee benefit and retirement-related accounts | $165,000 | 235 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $552,000 | 100 |
Number of foundation and endowment trust and agency accounts, managed assets | $171,000 | 45 |
Other Fiduciary Accounts | $2,000 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 228 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $254,000 | 126 |
Personal Trust and Agency Accounts | $45,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $39,000 | 108 |
Employee Benefit-defined Benefit Accounts | $42,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 245 |
Corporate Trust and Agency Accounts | $21,000 | 66 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $98,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $322,000 | 84 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 279 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,048,000 | 112 |
Number of Managed Accounts | $1,793,000 | 102 |
Personal Trust and Agency Accounts | $812,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $37,000 | 89 |
Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
Number of other employee benefit and retirement-related accounts | $170,000 | 248 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $571,000 | 97 |
Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 41 |
Other Fiduciary Accounts | $2,000 | 152 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $170,000 | 233 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $255,000 | 150 |
Personal Trust and Agency Accounts | $40,000 | 162 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $41,000 | 109 |
Employee Benefit-defined Benefit Accounts | $42,000 | 29 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 456 |
Corporate Trust and Agency Accounts | $21,000 | 86 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
Other Fiduciary Accounts | $102,000 | 29 |
Memoranda | ||
Custody and Safekeeping Accounts | $328,000 | 91 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 525 |
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 | $2,074,000 | 110 |
Number of Managed Accounts | $1,816,000 | 100 |
Personal Trust and Agency Accounts | $830,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $37,000 | 85 |
Employee Benefit-defined Benefit Accounts | $20,000 | 43 |
Number of other employee benefit and retirement-related accounts | $171,000 | 226 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $575,000 | 95 |
Number of foundation and endowment trust and agency accounts, managed assets | $180,000 | 42 |
Other Fiduciary Accounts | $3,000 | 81 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $171,000 | 215 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $258,000 | 127 |
Personal Trust and Agency Accounts | $34,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $45,000 | 97 |
Employee Benefit-defined Benefit Accounts | $46,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 253 |
Corporate Trust and Agency Accounts | $21,000 | 69 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $103,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $324,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 287 |
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 | $2,069,000 | 111 |
Number of Managed Accounts | $1,813,000 | 101 |
Personal Trust and Agency Accounts | $830,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $37,000 | 86 |
Employee Benefit-defined Benefit Accounts | $20,000 | 44 |
Number of other employee benefit and retirement-related accounts | $164,000 | 231 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $579,000 | 93 |
Number of foundation and endowment trust and agency accounts, managed assets | $180,000 | 42 |
Other Fiduciary Accounts | $3,000 | 85 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $164,000 | 222 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $256,000 | 127 |
Personal Trust and Agency Accounts | $30,000 | 127 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 99 |
Employee Benefit-defined Benefit Accounts | $49,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $8,000 | 260 |
Corporate Trust and Agency Accounts | $21,000 | 72 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $100,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $314,000 | 87 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $8,000 | 293 |
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 | $2,058,000 | 111 |
Number of Managed Accounts | $1,827,000 | 102 |
Personal Trust and Agency Accounts | $839,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $38,000 | 88 |
Employee Benefit-defined Benefit Accounts | $21,000 | 45 |
Number of other employee benefit and retirement-related accounts | $165,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $585,000 | 94 |
Number of foundation and endowment trust and agency accounts, managed assets | $178,000 | 42 |
Other Fiduciary Accounts | $1,000 | 114 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,000 | 213 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $231,000 | 137 |
Personal Trust and Agency Accounts | $36,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 86 |
Employee Benefit-defined Benefit Accounts | $17,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 252 |
Corporate Trust and Agency Accounts | $21,000 | 70 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $91,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $358,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 287 |
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 | $2,098,000 | 114 |
Number of Managed Accounts | $1,862,000 | 97 |
Personal Trust and Agency Accounts | $851,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $43,000 | 85 |
Employee Benefit-defined Benefit Accounts | $21,000 | 47 |
Number of other employee benefit and retirement-related accounts | $170,000 | 237 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $592,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | $184,000 | 39 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $170,000 | 224 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $236,000 | 160 |
Personal Trust and Agency Accounts | $37,000 | 180 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 90 |
Employee Benefit-defined Benefit Accounts | $17,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 475 |
Corporate Trust and Agency Accounts | $21,000 | 86 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $92,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $359,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 557 |
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 | $2,151,000 | 109 |
Number of Managed Accounts | $1,892,000 | 97 |
Personal Trust and Agency Accounts | $866,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $46,000 | 79 |
Employee Benefit-defined Benefit Accounts | $23,000 | 42 |
Number of other employee benefit and retirement-related accounts | $162,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $613,000 | 83 |
Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 36 |
Other Fiduciary Accounts | $1,000 | 107 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $162,000 | 217 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $259,000 | 125 |
Personal Trust and Agency Accounts | $38,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 73 |
Employee Benefit-defined Benefit Accounts | $19,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 246 |
Corporate Trust and Agency Accounts | $21,000 | 69 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $95,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $342,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 284 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,174,000 | 108 |
Number of Managed Accounts | $1,903,000 | 98 |
Personal Trust and Agency Accounts | $890,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $47,000 | 79 |
Employee Benefit-defined Benefit Accounts | $23,000 | 45 |
Number of other employee benefit and retirement-related accounts | $163,000 | 227 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $598,000 | 89 |
Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 36 |
Other Fiduciary Accounts | $1,000 | 107 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $163,000 | 212 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $271,000 | 124 |
Personal Trust and Agency Accounts | $39,000 | 112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 72 |
Employee Benefit-defined Benefit Accounts | $18,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 245 |
Corporate Trust and Agency Accounts | $21,000 | 71 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $102,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $343,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $9,000 | 285 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,166,000 | 110 |
Number of Managed Accounts | $1,893,000 | 96 |
Personal Trust and Agency Accounts | $874,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 75 |
Employee Benefit-defined Benefit Accounts | $23,000 | 47 |
Number of other employee benefit and retirement-related accounts | $169,000 | 219 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $597,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | $181,000 | 35 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $169,000 | 203 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $273,000 | 128 |
Personal Trust and Agency Accounts | $39,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 73 |
Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $10,000 | 247 |
Corporate Trust and Agency Accounts | $23,000 | 69 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $99,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $340,000 | 85 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $10,000 | 284 |
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 | $2,507,000 | 98 |
Number of Managed Accounts | $2,214,000 | 80 |
Personal Trust and Agency Accounts | $922,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $71,000 | 62 |
Employee Benefit-defined Benefit Accounts | $42,000 | 30 |
Number of other employee benefit and retirement-related accounts | $175,000 | 230 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $716,000 | 74 |
Number of foundation and endowment trust and agency accounts, managed assets | $287,000 | 26 |
Other Fiduciary Accounts | $1,000 | 191 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $175,000 | 214 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $293,000 | 151 |
Personal Trust and Agency Accounts | $42,000 | 175 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 79 |
Employee Benefit-defined Benefit Accounts | $18,000 | 45 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 446 |
Corporate Trust and Agency Accounts | $24,000 | 85 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
Other Fiduciary Accounts | $113,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $348,000 | 92 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $13,000 | 520 |
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 | $2,574,000 | 91 |
Number of Managed Accounts | $2,242,000 | 78 |
Personal Trust and Agency Accounts | $940,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 61 |
Employee Benefit-defined Benefit Accounts | $44,000 | 27 |
Number of other employee benefit and retirement-related accounts | $173,000 | 214 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $732,000 | 74 |
Number of foundation and endowment trust and agency accounts, managed assets | $282,000 | 28 |
Other Fiduciary Accounts | $1,000 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $173,000 | 199 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $332,000 | 112 |
Personal Trust and Agency Accounts | $43,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 70 |
Employee Benefit-defined Benefit Accounts | $41,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 228 |
Corporate Trust and Agency Accounts | $24,000 | 67 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
Other Fiduciary Accounts | $123,000 | 20 |
Memoranda | ||
Custody and Safekeeping Accounts | $317,000 | 83 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 261 |
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 | $2,618,000 | 88 |
Number of Managed Accounts | $2,284,000 | 76 |
Personal Trust and Agency Accounts | $958,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 60 |
Employee Benefit-defined Benefit Accounts | $52,000 | 26 |
Number of other employee benefit and retirement-related accounts | $179,000 | 208 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $734,000 | 74 |
Number of foundation and endowment trust and agency accounts, managed assets | $290,000 | 26 |
Other Fiduciary Accounts | $1,000 | 102 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $179,000 | 191 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $334,000 | 109 |
Personal Trust and Agency Accounts | $44,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $88,000 | 70 |
Employee Benefit-defined Benefit Accounts | $42,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 225 |
Corporate Trust and Agency Accounts | $24,000 | 67 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $122,000 | 19 |
Memoranda | ||
Custody and Safekeeping Accounts | $327,000 | 79 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 262 |
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 | $2,680,000 | 89 |
Number of Managed Accounts | $2,341,000 | 76 |
Personal Trust and Agency Accounts | $988,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $71,000 | 64 |
Employee Benefit-defined Benefit Accounts | $52,000 | 26 |
Number of other employee benefit and retirement-related accounts | $187,000 | 201 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $738,000 | 74 |
Number of foundation and endowment trust and agency accounts, managed assets | $304,000 | 24 |
Other Fiduciary Accounts | $1,000 | 102 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $187,000 | 186 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $339,000 | 115 |
Personal Trust and Agency Accounts | $43,000 | 116 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $88,000 | 72 |
Employee Benefit-defined Benefit Accounts | $43,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $14,000 | 229 |
Corporate Trust and Agency Accounts | $26,000 | 64 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $125,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $332,000 | 78 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $14,000 | 265 |
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 | $2,761,000 | 92 |
Number of Managed Accounts | $2,412,000 | 75 |
Personal Trust and Agency Accounts | $1,021,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 66 |
Employee Benefit-defined Benefit Accounts | $51,000 | 28 |
Number of other employee benefit and retirement-related accounts | $191,000 | 209 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $746,000 | 73 |
Number of foundation and endowment trust and agency accounts, managed assets | $328,000 | 23 |
Other Fiduciary Accounts | $1,000 | 188 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $191,000 | 189 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $349,000 | 130 |
Personal Trust and Agency Accounts | $42,000 | 185 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 78 |
Employee Benefit-defined Benefit Accounts | $44,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $15,000 | 422 |
Corporate Trust and Agency Accounts | $28,000 | 81 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $128,000 | 27 |
Memoranda | ||
Custody and Safekeeping Accounts | $341,000 | 87 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $15,000 | 504 |
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 | $2,782,000 | 88 |
Number of Managed Accounts | $2,438,000 | 73 |
Personal Trust and Agency Accounts | $1,058,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 61 |
Employee Benefit-defined Benefit Accounts | $53,000 | 28 |
Number of other employee benefit and retirement-related accounts | $190,000 | 190 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $751,000 | 72 |
Number of foundation and endowment trust and agency accounts, managed assets | $311,000 | 23 |
Other Fiduciary Accounts | $1,000 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $190,000 | 174 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $344,000 | 112 |
Personal Trust and Agency Accounts | $45,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 82 |
Employee Benefit-defined Benefit Accounts | $47,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 214 |
Corporate Trust and Agency Accounts | $28,000 | 63 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $135,000 | 21 |
Memoranda | ||
Custody and Safekeeping Accounts | $369,000 | 72 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 249 |
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 | $2,799,000 | 88 |
Number of Managed Accounts | $2,445,000 | 72 |
Personal Trust and Agency Accounts | $1,071,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 58 |
Employee Benefit-defined Benefit Accounts | $56,000 | 28 |
Number of other employee benefit and retirement-related accounts | $190,000 | 186 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $775,000 | 71 |
Number of foundation and endowment trust and agency accounts, managed assets | $274,000 | 26 |
Other Fiduciary Accounts | $2,000 | 86 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $190,000 | 168 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $354,000 | 111 |
Personal Trust and Agency Accounts | $46,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 81 |
Employee Benefit-defined Benefit Accounts | $45,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 212 |
Corporate Trust and Agency Accounts | $30,000 | 63 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $140,000 | 21 |
Memoranda | ||
Custody and Safekeeping Accounts | $379,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $16,000 | 248 |
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 | $2,776,000 | 85 |
Number of Managed Accounts | $2,403,000 | 71 |
Personal Trust and Agency Accounts | $1,082,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 56 |
Employee Benefit-defined Benefit Accounts | $55,000 | 28 |
Number of other employee benefit and retirement-related accounts | $191,000 | 181 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $729,000 | 71 |
Number of foundation and endowment trust and agency accounts, managed assets | $265,000 | 26 |
Other Fiduciary Accounts | $2,000 | 86 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $191,000 | 159 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $373,000 | 111 |
Personal Trust and Agency Accounts | $49,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 76 |
Employee Benefit-defined Benefit Accounts | $48,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 209 |
Corporate Trust and Agency Accounts | $30,000 | 65 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $139,000 | 21 |
Memoranda | ||
Custody and Safekeeping Accounts | $397,000 | 71 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 246 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,821,000 | 83 |
Number of Managed Accounts | $2,435,000 | 69 |
Personal Trust and Agency Accounts | $1,099,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $87,000 | 52 |
Employee Benefit-defined Benefit Accounts | $53,000 | 30 |
Number of other employee benefit and retirement-related accounts | $193,000 | 194 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $724,000 | 70 |
Number of foundation and endowment trust and agency accounts, managed assets | $276,000 | 24 |
Other Fiduciary Accounts | $3,000 | 132 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $193,000 | 169 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $386,000 | 130 |
Personal Trust and Agency Accounts | $48,000 | 173 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $104,000 | 78 |
Employee Benefit-defined Benefit Accounts | $51,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 415 |
Corporate Trust and Agency Accounts | $34,000 | 78 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $132,000 | 26 |
Memoranda | ||
Custody and Safekeeping Accounts | $429,000 | 80 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 500 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,805,000 | 82 |
Number of Managed Accounts | $2,426,000 | 68 |
Personal Trust and Agency Accounts | $1,123,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 47 |
Employee Benefit-defined Benefit Accounts | $47,000 | 28 |
Number of other employee benefit and retirement-related accounts | $193,000 | 175 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $719,000 | 69 |
Number of foundation and endowment trust and agency accounts, managed assets | $249,000 | 27 |
Other Fiduciary Accounts | $3,000 | 67 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $193,000 | 153 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $379,000 | 108 |
Personal Trust and Agency Accounts | $46,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $104,000 | 69 |
Employee Benefit-defined Benefit Accounts | $52,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 203 |
Corporate Trust and Agency Accounts | $26,000 | 64 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $134,000 | 20 |
Memoranda | ||
Custody and Safekeeping Accounts | $430,000 | 65 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 236 |
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 | $2,845,000 | 80 |
Number of Managed Accounts | $2,465,000 | 66 |
Personal Trust and Agency Accounts | $1,145,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 47 |
Employee Benefit-defined Benefit Accounts | $51,000 | 29 |
Number of other employee benefit and retirement-related accounts | $195,000 | 173 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $729,000 | 67 |
Number of foundation and endowment trust and agency accounts, managed assets | $250,000 | 24 |
Other Fiduciary Accounts | $3,000 | 69 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $195,000 | 152 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $380,000 | 109 |
Personal Trust and Agency Accounts | $46,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $104,000 | 71 |
Employee Benefit-defined Benefit Accounts | $52,000 | 33 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 205 |
Corporate Trust and Agency Accounts | $28,000 | 66 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $133,000 | 20 |
Memoranda | ||
Custody and Safekeeping Accounts | $451,000 | 67 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $17,000 | 236 |
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 | $2,893,000 | 80 |
Number of Managed Accounts | $2,509,000 | 64 |
Personal Trust and Agency Accounts | $1,176,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 47 |
Employee Benefit-defined Benefit Accounts | $51,000 | 27 |
Number of other employee benefit and retirement-related accounts | $196,000 | 171 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $740,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | $251,000 | 23 |
Other Fiduciary Accounts | $3,000 | 67 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $196,000 | 151 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $384,000 | 108 |
Personal Trust and Agency Accounts | $46,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $107,000 | 70 |
Employee Benefit-defined Benefit Accounts | $53,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 198 |
Corporate Trust and Agency Accounts | $27,000 | 67 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $133,000 | 20 |
Memoranda | ||
Custody and Safekeeping Accounts | $442,000 | 67 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $18,000 | 234 |
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 | $2,957,000 | 82 |
Number of Managed Accounts | $2,562,000 | 63 |
Personal Trust and Agency Accounts | $1,234,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 55 |
Employee Benefit-defined Benefit Accounts | $56,000 | 26 |
Number of other employee benefit and retirement-related accounts | $203,000 | 182 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $748,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | $228,000 | 24 |
Other Fiduciary Accounts | $3,000 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $203,000 | 166 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $395,000 | 129 |
Personal Trust and Agency Accounts | $49,000 | 162 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $123,000 | 68 |
Employee Benefit-defined Benefit Accounts | $46,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $19,000 | 394 |
Corporate Trust and Agency Accounts | $27,000 | 85 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $131,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $440,000 | 79 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $19,000 | 471 |
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 | $3,018,000 | 80 |
Number of Managed Accounts | $2,625,000 | 64 |
Personal Trust and Agency Accounts | $1,285,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $93,000 | 46 |
Employee Benefit-defined Benefit Accounts | $56,000 | 26 |
Number of other employee benefit and retirement-related accounts | $199,000 | 166 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $762,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | $227,000 | 25 |
Other Fiduciary Accounts | $3,000 | 67 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $199,000 | 149 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $393,000 | 108 |
Personal Trust and Agency Accounts | $51,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $123,000 | 64 |
Employee Benefit-defined Benefit Accounts | $46,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 186 |
Corporate Trust and Agency Accounts | $22,000 | 70 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $131,000 | 18 |
Memoranda | ||
Custody and Safekeeping Accounts | $432,000 | 72 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $20,000 | 211 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,998,000 | 82 |
Number of Managed Accounts | $2,580,000 | 65 |
Personal Trust and Agency Accounts | $1,286,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $71,000 | 61 |
Employee Benefit-defined Benefit Accounts | $50,000 | 28 |
Number of other employee benefit and retirement-related accounts | $200,000 | 167 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $771,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | $199,000 | 27 |
Other Fiduciary Accounts | $3,000 | 68 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $200,000 | 149 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $418,000 | 108 |
Personal Trust and Agency Accounts | $51,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $122,000 | 64 |
Employee Benefit-defined Benefit Accounts | $46,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 179 |
Corporate Trust and Agency Accounts | $18,000 | 73 |
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 | $157,000 | 17 |
Memoranda | ||
Custody and Safekeeping Accounts | $409,000 | 73 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $24,000 | 198 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,024,000 | 81 |
Number of Managed Accounts | $2,608,000 | 63 |
Personal Trust and Agency Accounts | $1,321,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $71,000 | 61 |
Employee Benefit-defined Benefit Accounts | $50,000 | 28 |
Number of other employee benefit and retirement-related accounts | $202,000 | 161 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $761,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | $200,000 | 27 |
Other Fiduciary Accounts | $3,000 | 66 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $202,000 | 140 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $416,000 | 108 |
Personal Trust and Agency Accounts | $51,000 | 101 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $122,000 | 66 |
Employee Benefit-defined Benefit Accounts | $36,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 180 |
Corporate Trust and Agency Accounts | $20,000 | 71 |
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 | $162,000 | 19 |
Memoranda | ||
Custody and Safekeeping Accounts | $414,000 | 73 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $25,000 | 195 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,030,000 | 84 |
Number of Managed Accounts | $2,622,000 | 62 |
Personal Trust and Agency Accounts | $1,339,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 71 |
Employee Benefit-defined Benefit Accounts | $50,000 | 30 |
Number of other employee benefit and retirement-related accounts | $203,000 | 177 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $764,000 | 62 |
Number of foundation and endowment trust and agency accounts, managed assets | $193,000 | 25 |
Other Fiduciary Accounts | $3,000 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $203,000 | 155 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $408,000 | 132 |
Personal Trust and Agency Accounts | $51,000 | 171 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $115,000 | 73 |
Employee Benefit-defined Benefit Accounts | $37,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $26,000 | 355 |
Corporate Trust and Agency Accounts | $20,000 | 103 |
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 | $159,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $436,000 | 73 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $26,000 | 417 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,095,000 | 79 |
Number of Managed Accounts | $2,670,000 | 61 |
Personal Trust and Agency Accounts | $1,363,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 62 |
Employee Benefit-defined Benefit Accounts | $50,000 | 30 |
Number of other employee benefit and retirement-related accounts | $214,000 | 151 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $775,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | $193,000 | 26 |
Other Fiduciary Accounts | $3,000 | 71 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $214,000 | 136 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $425,000 | 110 |
Personal Trust and Agency Accounts | $55,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $119,000 | 69 |
Employee Benefit-defined Benefit Accounts | $42,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $30,000 | 166 |
Corporate Trust and Agency Accounts | $20,000 | 79 |
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 | $159,000 | 21 |
Memoranda | ||
Custody and Safekeeping Accounts | $449,000 | 68 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 183 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,222,000 | 80 |
Number of Managed Accounts | $2,734,000 | 59 |
Personal Trust and Agency Accounts | $1,394,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 60 |
Employee Benefit-defined Benefit Accounts | $53,000 | 30 |
Number of other employee benefit and retirement-related accounts | $224,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $791,000 | 58 |
Number of foundation and endowment trust and agency accounts, managed assets | $192,000 | 26 |
Other Fiduciary Accounts | $3,000 | 75 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $224,000 | 123 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $488,000 | 103 |
Personal Trust and Agency Accounts | $61,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $124,000 | 65 |
Employee Benefit-defined Benefit Accounts | $44,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $29,000 | 168 |
Corporate Trust and Agency Accounts | $19,000 | 85 |
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 | $211,000 | 16 |
Memoranda | ||
Custody and Safekeeping Accounts | $461,000 | 64 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 182 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,784,000 | 72 |
Number of Managed Accounts | $2,740,000 | 58 |
Personal Trust and Agency Accounts | $1,401,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 58 |
Employee Benefit-defined Benefit Accounts | $54,000 | 30 |
Number of other employee benefit and retirement-related accounts | $228,000 | 136 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $796,000 | 57 |
Number of foundation and endowment trust and agency accounts, managed assets | $177,000 | 27 |
Other Fiduciary Accounts | $3,000 | 75 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $228,000 | 114 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,044,000 | 68 |
Personal Trust and Agency Accounts | $61,000 | 95 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $123,000 | 67 |
Employee Benefit-defined Benefit Accounts | $49,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 152 |
Corporate Trust and Agency Accounts | $470,000 | 33 |
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 | $304,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $474,000 | 63 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 164 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,800,000 | 78 |
Number of Managed Accounts | $2,750,000 | 61 |
Personal Trust and Agency Accounts | $1,404,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $83,000 | 67 |
Employee Benefit-defined Benefit Accounts | $54,000 | 31 |
Number of other employee benefit and retirement-related accounts | $230,000 | 148 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $806,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | $170,000 | 31 |
Other Fiduciary Accounts | $3,000 | 146 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | $230,000 | 125 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $1,050,000 | 77 |
Personal Trust and Agency Accounts | $41,000 | 204 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $123,000 | 74 |
Employee Benefit-defined Benefit Accounts | $50,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 281 |
Corporate Trust and Agency Accounts | $458,000 | 36 |
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 | $335,000 | 19 |
Memoranda | ||
Custody and Safekeeping Accounts | $522,000 | 68 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | $43,000 | 328 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,038,000 | 73 |
Number of Managed Accounts | $2,813,000 | 59 |
Personal Trust and Agency Accounts | $1,466,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $84,000 | 60 |
Employee Benefit-defined Benefit Accounts | $54,000 | 32 |
Number of other employee benefit and retirement-related accounts | $235,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $971,000 | 60 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 79 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,225,000 | 61 |
Personal Trust and Agency Accounts | $55,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $131,000 | 67 |
Employee Benefit-defined Benefit Accounts | $57,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $97,000 | 95 |
Corporate Trust and Agency Accounts | $450,000 | 34 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $435,000 | 13 |
Memoranda | ||
Custody and Safekeeping Accounts | $508,000 | 66 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,104,000 | 74 |
Number of Managed Accounts | $2,861,000 | 61 |
Personal Trust and Agency Accounts | $1,488,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $89,000 | 59 |
Employee Benefit-defined Benefit Accounts | $55,000 | 33 |
Number of other employee benefit and retirement-related accounts | $238,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $988,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 77 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,243,000 | 60 |
Personal Trust and Agency Accounts | $53,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $137,000 | 67 |
Employee Benefit-defined Benefit Accounts | $58,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $106,000 | 92 |
Corporate Trust and Agency Accounts | $445,000 | 33 |
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 | $444,000 | 13 |
Memoranda | ||
Custody and Safekeeping Accounts | $549,000 | 70 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,195,000 | 69 |
Number of Managed Accounts | $2,908,000 | 60 |
Personal Trust and Agency Accounts | $1,525,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 56 |
Employee Benefit-defined Benefit Accounts | $55,000 | 32 |
Number of other employee benefit and retirement-related accounts | $241,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $992,000 | 60 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 79 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,287,000 | 56 |
Personal Trust and Agency Accounts | $56,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $138,000 | 67 |
Employee Benefit-defined Benefit Accounts | $56,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $154,000 | 71 |
Corporate Trust and Agency Accounts | $442,000 | 33 |
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 | $441,000 | 13 |
Memoranda | ||
Custody and Safekeeping Accounts | $591,000 | 68 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,327,000 | 72 |
Number of Managed Accounts | $2,904,000 | 61 |
Personal Trust and Agency Accounts | $1,530,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $91,000 | 63 |
Employee Benefit-defined Benefit Accounts | $57,000 | 32 |
Number of other employee benefit and retirement-related accounts | $232,000 | 147 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $991,000 | 62 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 154 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,423,000 | 65 |
Personal Trust and Agency Accounts | $57,000 | 188 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $148,000 | 70 |
Employee Benefit-defined Benefit Accounts | $98,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $157,000 | 119 |
Corporate Trust and Agency Accounts | $510,000 | 37 |
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 | $453,000 | 17 |
Memoranda | ||
Custody and Safekeeping Accounts | $564,000 | 80 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,426,000 | 65 |
Number of Managed Accounts | $2,965,000 | 61 |
Personal Trust and Agency Accounts | $1,566,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 65 |
Employee Benefit-defined Benefit Accounts | $57,000 | 31 |
Number of other employee benefit and retirement-related accounts | $237,000 | 128 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $1,021,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 87 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,461,000 | 59 |
Personal Trust and Agency Accounts | $57,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 64 |
Employee Benefit-defined Benefit Accounts | $100,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $157,000 | 71 |
Corporate Trust and Agency Accounts | $507,000 | 33 |
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 | $491,000 | 12 |
Memoranda | ||
Custody and Safekeeping Accounts | $533,000 | 73 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,365,000 | 69 |
Number of Managed Accounts | $2,912,000 | 63 |
Personal Trust and Agency Accounts | $1,573,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 66 |
Employee Benefit-defined Benefit Accounts | $60,000 | 29 |
Number of other employee benefit and retirement-related accounts | $234,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $960,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,453,000 | 62 |
Personal Trust and Agency Accounts | $58,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $150,000 | 65 |
Employee Benefit-defined Benefit Accounts | $99,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $158,000 | 70 |
Corporate Trust and Agency Accounts | $505,000 | 36 |
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 | $483,000 | 13 |
Memoranda | ||
Custody and Safekeeping Accounts | $490,000 | 75 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,458,000 | 65 |
Number of Managed Accounts | $2,962,000 | 64 |
Personal Trust and Agency Accounts | $1,591,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $86,000 | 66 |
Employee Benefit-defined Benefit Accounts | $62,000 | 27 |
Number of other employee benefit and retirement-related accounts | $237,000 | 125 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $982,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 83 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,496,000 | 60 |
Personal Trust and Agency Accounts | $61,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $150,000 | 64 |
Employee Benefit-defined Benefit Accounts | $122,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $161,000 | 70 |
Corporate Trust and Agency Accounts | $504,000 | 36 |
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 | $498,000 | 13 |
Memoranda | ||
Custody and Safekeeping Accounts | $498,000 | 75 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,564,000 | 69 |
Number of Managed Accounts | $2,988,000 | 62 |
Personal Trust and Agency Accounts | $1,601,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $89,000 | 64 |
Employee Benefit-defined Benefit Accounts | $62,000 | 31 |
Number of other employee benefit and retirement-related accounts | $242,000 | 127 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $991,000 | 59 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 175 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,576,000 | 61 |
Personal Trust and Agency Accounts | $73,000 | 163 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $157,000 | 68 |
Employee Benefit-defined Benefit Accounts | $132,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $167,000 | 113 |
Corporate Trust and Agency Accounts | $504,000 | 37 |
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 | $543,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $508,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,569,000 | 64 |
Number of Managed Accounts | $3,002,000 | 60 |
Personal Trust and Agency Accounts | $1,635,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 60 |
Employee Benefit-defined Benefit Accounts | $61,000 | 30 |
Number of other employee benefit and retirement-related accounts | $249,000 | 115 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $964,000 | 56 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 92 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,567,000 | 56 |
Personal Trust and Agency Accounts | $72,000 | 101 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $160,000 | 63 |
Employee Benefit-defined Benefit Accounts | $320,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $167,000 | 68 |
Corporate Trust and Agency Accounts | $496,000 | 35 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $352,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $502,000 | 72 |
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,862,000 | 87 |
Number of Managed Accounts | $2,444,000 | 68 |
Personal Trust and Agency Accounts | $1,301,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $89,000 | 61 |
Employee Benefit-defined Benefit Accounts | $50,000 | 34 |
Number of other employee benefit and retirement-related accounts | $205,000 | 132 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $796,000 | 64 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 95 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $418,000 | 122 |
Personal Trust and Agency Accounts | $66,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $149,000 | 69 |
Employee Benefit-defined Benefit Accounts | $87,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 204 |
Corporate Trust and Agency Accounts | $10,000 | 119 |
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 | $85,000 | 34 |
Memoranda | ||
Custody and Safekeeping Accounts | $334,000 | 90 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,915,000 | 84 |
Number of Managed Accounts | $2,497,000 | 66 |
Personal Trust and Agency Accounts | $1,322,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 65 |
Employee Benefit-defined Benefit Accounts | $49,000 | 36 |
Number of other employee benefit and retirement-related accounts | $202,000 | 131 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $829,000 | 62 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 95 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $418,000 | 118 |
Personal Trust and Agency Accounts | $66,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $151,000 | 69 |
Employee Benefit-defined Benefit Accounts | $81,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $22,000 | 206 |
Corporate Trust and Agency Accounts | $10,000 | 121 |
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 | $88,000 | 32 |
Memoranda | ||
Custody and Safekeeping Accounts | $344,000 | 88 |
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,918,000 | 88 |
Number of Managed Accounts | $2,502,000 | 65 |
Personal Trust and Agency Accounts | $1,330,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $99,000 | 61 |
Employee Benefit-defined Benefit Accounts | $49,000 | 38 |
Number of other employee benefit and retirement-related accounts | $203,000 | 140 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $818,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 170 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $416,000 | 143 |
Personal Trust and Agency Accounts | $66,000 | 168 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $151,000 | 73 |
Employee Benefit-defined Benefit Accounts | $81,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 408 |
Corporate Trust and Agency Accounts | $10,000 | 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 | $85,000 | 49 |
Memoranda | ||
Custody and Safekeeping Accounts | $354,000 | 105 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,911,000 | 91 |
Number of Managed Accounts | $2,487,000 | 70 |
Personal Trust and Agency Accounts | $1,346,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 62 |
Employee Benefit-defined Benefit Accounts | $48,000 | 37 |
Number of other employee benefit and retirement-related accounts | $203,000 | 130 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $789,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 82 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $424,000 | 118 |
Personal Trust and Agency Accounts | $68,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $151,000 | 72 |
Employee Benefit-defined Benefit Accounts | $90,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 199 |
Corporate Trust and Agency Accounts | $12,000 | 118 |
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 | $79,000 | 37 |
Memoranda | ||
Custody and Safekeeping Accounts | $340,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,888,000 | 95 |
Number of Managed Accounts | $2,464,000 | 74 |
Personal Trust and Agency Accounts | $1,346,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $93,000 | 65 |
Employee Benefit-defined Benefit Accounts | $54,000 | 38 |
Number of other employee benefit and retirement-related accounts | $202,000 | 132 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $764,000 | 67 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 90 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $424,000 | 124 |
Personal Trust and Agency Accounts | $68,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $148,000 | 83 |
Employee Benefit-defined Benefit Accounts | $95,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 203 |
Corporate Trust and Agency Accounts | $12,000 | 122 |
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 | $77,000 | 39 |
Memoranda | ||
Custody and Safekeeping Accounts | $333,000 | 91 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,903,000 | 95 |
Number of Managed Accounts | $2,475,000 | 71 |
Personal Trust and Agency Accounts | $1,366,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 61 |
Employee Benefit-defined Benefit Accounts | $54,000 | 37 |
Number of other employee benefit and retirement-related accounts | $201,000 | 126 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $753,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 94 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $428,000 | 125 |
Personal Trust and Agency Accounts | $63,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $152,000 | 80 |
Employee Benefit-defined Benefit Accounts | $93,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 206 |
Corporate Trust and Agency Accounts | $16,000 | 111 |
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 | $80,000 | 39 |
Memoranda | ||
Custody and Safekeeping Accounts | $340,000 | 92 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,916,000 | 100 |
Number of Managed Accounts | $2,487,000 | 74 |
Personal Trust and Agency Accounts | $1,377,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 72 |
Employee Benefit-defined Benefit Accounts | $58,000 | 36 |
Number of other employee benefit and retirement-related accounts | $202,000 | 129 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $748,000 | 64 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $6,000 | 146 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $429,000 | 146 |
Personal Trust and Agency Accounts | $63,000 | 183 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $144,000 | 91 |
Employee Benefit-defined Benefit Accounts | $98,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 399 |
Corporate Trust and Agency Accounts | $19,000 | 137 |
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 | $80,000 | 55 |
Memoranda | ||
Custody and Safekeeping Accounts | $351,000 | 109 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,911,000 | 94 |
Number of Managed Accounts | $2,480,000 | 73 |
Personal Trust and Agency Accounts | $1,390,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $96,000 | 67 |
Employee Benefit-defined Benefit Accounts | $58,000 | 36 |
Number of other employee benefit and retirement-related accounts | $199,000 | 120 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $731,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $6,000 | 85 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $431,000 | 121 |
Personal Trust and Agency Accounts | $62,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $146,000 | 84 |
Employee Benefit-defined Benefit Accounts | $100,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 197 |
Corporate Trust and Agency Accounts | $21,000 | 99 |
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 | $78,000 | 40 |
Memoranda | ||
Custody and Safekeeping Accounts | $353,000 | 88 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $2,952,000 | 93 |
Number of Managed Accounts | $2,524,000 | 72 |
Personal Trust and Agency Accounts | $1,443,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $97,000 | 66 |
Employee Benefit-defined Benefit Accounts | $54,000 | 34 |
Number of other employee benefit and retirement-related accounts | $201,000 | 118 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $724,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 94 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $428,000 | 124 |
Personal Trust and Agency Accounts | $62,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $148,000 | 80 |
Employee Benefit-defined Benefit Accounts | $98,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 202 |
Corporate Trust and Agency Accounts | $20,000 | 106 |
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 | $76,000 | 41 |
Memoranda | ||
Custody and Safekeeping Accounts | $351,000 | 89 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,028,000 | 95 |
Number of Managed Accounts | $2,582,000 | 73 |
Personal Trust and Agency Accounts | $1,473,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $101,000 | 68 |
Employee Benefit-defined Benefit Accounts | $56,000 | 36 |
Number of other employee benefit and retirement-related accounts | $207,000 | 114 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $740,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 94 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $446,000 | 127 |
Personal Trust and Agency Accounts | $59,000 | 125 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $154,000 | 82 |
Employee Benefit-defined Benefit Accounts | $109,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 204 |
Corporate Trust and Agency Accounts | $25,000 | 101 |
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 | $75,000 | 42 |
Memoranda | ||
Custody and Safekeeping Accounts | $346,000 | 95 |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,021,000 | 102 |
Number of Managed Accounts | $2,569,000 | 78 |
Personal Trust and Agency Accounts | $1,477,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $98,000 | 70 |
Employee Benefit-defined Benefit Accounts | $58,000 | 39 |
Number of other employee benefit and retirement-related accounts | $205,000 | 123 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $729,000 | 62 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $2,000 | 224 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $452,000 | 154 |
Personal Trust and Agency Accounts | $64,000 | 191 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $159,000 | 88 |
Employee Benefit-defined Benefit Accounts | $104,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 430 |
Corporate Trust and Agency Accounts | $25,000 | 125 |
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 | $77,000 | 58 |
Memoranda | ||
Custody and Safekeeping Accounts | $346,000 | 108 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,046,000 | 95 |
Number of Managed Accounts | $2,587,000 | 74 |
Personal Trust and Agency Accounts | $1,501,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 66 |
Employee Benefit-defined Benefit Accounts | $60,000 | 39 |
Number of other employee benefit and retirement-related accounts | $222,000 | 105 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $700,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 88 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $459,000 | 127 |
Personal Trust and Agency Accounts | $62,000 | 125 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $173,000 | 78 |
Employee Benefit-defined Benefit Accounts | $101,000 | 38 |
Number non-managed other employee benefit and retirement-related accounts | $24,000 | 205 |
Corporate Trust and Agency Accounts | $25,000 | 101 |
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 | $74,000 | 38 |
Memoranda | ||
Custody and Safekeeping Accounts | $341,000 | 100 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,162,000 | 92 |
Number of Managed Accounts | $2,688,000 | 71 |
Personal Trust and Agency Accounts | $1,540,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $102,000 | 65 |
Employee Benefit-defined Benefit Accounts | $59,000 | 38 |
Number of other employee benefit and retirement-related accounts | $244,000 | 93 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $740,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $3,000 | 96 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $474,000 | 127 |
Personal Trust and Agency Accounts | $61,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $190,000 | 77 |
Employee Benefit-defined Benefit Accounts | $104,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 217 |
Corporate Trust and Agency Accounts | $25,000 | 106 |
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 | $71,000 | 41 |
Memoranda | ||
Custody and Safekeeping Accounts | $335,000 | 97 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,171,000 | 94 |
Number of Managed Accounts | $2,694,000 | 71 |
Personal Trust and Agency Accounts | $1,555,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $102,000 | 69 |
Employee Benefit-defined Benefit Accounts | $58,000 | 39 |
Number of other employee benefit and retirement-related accounts | $237,000 | 95 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $737,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $5,000 | 86 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $477,000 | 127 |
Personal Trust and Agency Accounts | $63,000 | 127 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $189,000 | 79 |
Employee Benefit-defined Benefit Accounts | $105,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 214 |
Corporate Trust and Agency Accounts | $25,000 | 109 |
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 | $72,000 | 44 |
Memoranda | ||
Custody and Safekeeping Accounts | $323,000 | 98 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,187,000 | 99 |
Number of Managed Accounts | $2,692,000 | 78 |
Personal Trust and Agency Accounts | $1,562,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $106,000 | 71 |
Employee Benefit-defined Benefit Accounts | $56,000 | 42 |
Number of other employee benefit and retirement-related accounts | $235,000 | 98 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $729,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 190 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $495,000 | 153 |
Personal Trust and Agency Accounts | $66,000 | 196 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $194,000 | 86 |
Employee Benefit-defined Benefit Accounts | $109,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $25,000 | 437 |
Corporate Trust and Agency Accounts | $27,000 | 145 |
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 | $74,000 | 64 |
Memoranda | ||
Custody and Safekeeping Accounts | $331,000 | 117 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,184,000 | 97 |
Number of Managed Accounts | $2,681,000 | 73 |
Personal Trust and Agency Accounts | $1,571,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $99,000 | 77 |
Employee Benefit-defined Benefit Accounts | $56,000 | 43 |
Number of other employee benefit and retirement-related accounts | $229,000 | 91 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $722,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 111 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $503,000 | 139 |
Personal Trust and Agency Accounts | $66,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $191,000 | 89 |
Employee Benefit-defined Benefit Accounts | $106,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $31,000 | 202 |
Corporate Trust and Agency Accounts | $32,000 | 106 |
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 | $77,000 | 48 |
Memoranda | ||
Custody and Safekeeping Accounts | $328,000 | 109 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,195,000 | 98 |
Number of Managed Accounts | $2,677,000 | 74 |
Personal Trust and Agency Accounts | $1,575,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $103,000 | 78 |
Employee Benefit-defined Benefit Accounts | $58,000 | 42 |
Number of other employee benefit and retirement-related accounts | $230,000 | 91 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $707,000 | 63 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $518,000 | 134 |
Personal Trust and Agency Accounts | $68,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $203,000 | 91 |
Employee Benefit-defined Benefit Accounts | $109,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 204 |
Corporate Trust and Agency Accounts | $30,000 | 114 |
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 | $76,000 | 46 |
Memoranda | ||
Custody and Safekeeping Accounts | $322,000 | 104 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,217,000 | 100 |
Number of Managed Accounts | $2,688,000 | 78 |
Personal Trust and Agency Accounts | $1,591,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $102,000 | 90 |
Employee Benefit-defined Benefit Accounts | $59,000 | 39 |
Number of other employee benefit and retirement-related accounts | $232,000 | 90 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $700,000 | 66 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $529,000 | 130 |
Personal Trust and Agency Accounts | $63,000 | 138 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $191,000 | 98 |
Employee Benefit-defined Benefit Accounts | $136,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 205 |
Corporate Trust and Agency Accounts | $29,000 | 117 |
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 | $77,000 | 51 |
Memoranda | ||
Custody and Safekeeping Accounts | $327,000 | 108 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,269,000 | 100 |
Number of Managed Accounts | $2,703,000 | 81 |
Personal Trust and Agency Accounts | $1,597,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $105,000 | 99 |
Employee Benefit-defined Benefit Accounts | $60,000 | 41 |
Number of other employee benefit and retirement-related accounts | $234,000 | 102 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $703,000 | 65 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $4,000 | 196 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $566,000 | 142 |
Personal Trust and Agency Accounts | $65,000 | 213 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $205,000 | 101 |
Employee Benefit-defined Benefit Accounts | $155,000 | 35 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 371 |
Corporate Trust and Agency Accounts | $30,000 | 137 |
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 | $78,000 | 63 |
Memoranda | ||
Custody and Safekeeping Accounts | $327,000 | 126 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,416,000 | 89 |
Number of Managed Accounts | $2,749,000 | 74 |
Personal Trust and Agency Accounts | $1,662,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $119,000 | 104 |
Employee Benefit-defined Benefit Accounts | $64,000 | 43 |
Number of other employee benefit and retirement-related accounts | $252,000 | 93 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $638,000 | 61 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $14,000 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $667,000 | 122 |
Personal Trust and Agency Accounts | $76,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $221,000 | 90 |
Employee Benefit-defined Benefit Accounts | $160,000 | 34 |
Number non-managed other employee benefit and retirement-related accounts | $69,000 | 234 |
Corporate Trust and Agency Accounts | $38,000 | 140 |
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 | $103,000 | 47 |
Memoranda | ||
Custody and Safekeeping Accounts | $311,000 | 114 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |