Home > Northwestern Mutual Wealth Management > Number of Fiduciary and Related Asset Accounts
Northwestern Mutual Wealth Management, 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 | $510,031,000 | 4 |
Number of Managed Accounts | $508,364,000 | 1 |
Personal Trust and Agency Accounts | $0 | 969 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,974,000 | 14 |
Employee Benefit-defined Benefit Accounts | $1,063,000 | 2 |
Number of other employee benefit and retirement-related accounts | $342,329,000 | 3 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $157,330,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,668,000 | 10 |
Other Fiduciary Accounts | $0 | 249 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $342,276,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Number of Non-Managed Accounts | $1,667,000 | 50 |
Personal Trust and Agency Accounts | $0 | 637 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,667,000 | 7 |
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 | $547,916,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $547,916,000 | 9 |
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 | $488,217,000 | 3 |
Number of Managed Accounts | $486,631,000 | 1 |
Personal Trust and Agency Accounts | $1,065,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,684,000 | 13 |
Employee Benefit-defined Benefit Accounts | $1,064,000 | 2 |
Number of other employee benefit and retirement-related accounts | $325,384,000 | 3 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $151,929,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,505,000 | 10 |
Other Fiduciary Accounts | $0 | 112 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $325,321,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,586,000 | 51 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,586,000 | 7 |
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 | $537,919,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $537,919,000 | 8 |
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 | $470,407,000 | 4 |
Number of Managed Accounts | $468,899,000 | 1 |
Personal Trust and Agency Accounts | $1,073,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,652,000 | 17 |
Employee Benefit-defined Benefit Accounts | $1,031,000 | 3 |
Number of other employee benefit and retirement-related accounts | $312,458,000 | 3 |
Corporate Trust and Agency Accounts | $0 | 125 |
Number of managed investment management and investment advisory agency accounts | $147,214,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,471,000 | 10 |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $312,396,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,508,000 | 52 |
Personal Trust and Agency Accounts | $0 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,508,000 | 7 |
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 | $524,590,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $524,590,000 | 8 |
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 | $453,353,000 | 4 |
Number of Managed Accounts | $451,944,000 | 1 |
Personal Trust and Agency Accounts | $1,076,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,503,000 | 1 |
Employee Benefit-defined Benefit Accounts | $1,014,000 | 3 |
Number of other employee benefit and retirement-related accounts | $300,360,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $142,555,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,436,000 | 10 |
Other Fiduciary Accounts | $0 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $300,297,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,409,000 | 54 |
Personal Trust and Agency Accounts | $0 | 307 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,409,000 | 8 |
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 | $510,621,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $510,621,000 | 8 |
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 | $436,610,000 | 4 |
Number of Managed Accounts | $435,333,000 | 1 |
Personal Trust and Agency Accounts | $1,077,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,331,000 | 1 |
Employee Benefit-defined Benefit Accounts | $973,000 | 3 |
Number of other employee benefit and retirement-related accounts | $289,189,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $137,366,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,397,000 | 10 |
Other Fiduciary Accounts | $0 | 220 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $289,121,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Number of Non-Managed Accounts | $1,277,000 | 58 |
Personal Trust and Agency Accounts | $0 | 651 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,277,000 | 8 |
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 | $501,731,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $501,731,000 | 8 |
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 | $422,847,000 | 4 |
Number of Managed Accounts | $421,772,000 | 1 |
Personal Trust and Agency Accounts | $1,078,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,094,000 | 1 |
Employee Benefit-defined Benefit Accounts | $991,000 | 3 |
Number of other employee benefit and retirement-related accounts | $279,901,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $133,442,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,266,000 | 10 |
Other Fiduciary Accounts | $0 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $279,828,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,075,000 | 59 |
Personal Trust and Agency Accounts | $0 | 309 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,075,000 | 9 |
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 | $484,806,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $484,606,000 | 8 |
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 | $408,126,000 | 4 |
Number of Managed Accounts | $407,258,000 | 1 |
Personal Trust and Agency Accounts | $1,077,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,973,000 | 1 |
Employee Benefit-defined Benefit Accounts | $925,000 | 2 |
Number of other employee benefit and retirement-related accounts | $270,385,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $128,671,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,227,000 | 10 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $270,304,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $868,000 | 59 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $868,000 | 9 |
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 | $472,068,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $472,068,000 | 7 |
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 | $391,268,000 | 4 |
Number of Managed Accounts | $390,569,000 | 1 |
Personal Trust and Agency Accounts | $1,083,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,842,000 | 1 |
Employee Benefit-defined Benefit Accounts | $893,000 | 2 |
Number of other employee benefit and retirement-related accounts | $259,529,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 72 |
Number of managed investment management and investment advisory agency accounts | $123,039,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,183,000 | 10 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $259,457,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $699,000 | 63 |
Personal Trust and Agency Accounts | $0 | 284 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $699,000 | 9 |
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 | $455,423,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $455,423,000 | 7 |
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 | $373,266,000 | 4 |
Number of Managed Accounts | $372,693,000 | 1 |
Personal Trust and Agency Accounts | $1,090,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,670,000 | 1 |
Employee Benefit-defined Benefit Accounts | $860,000 | 2 |
Number of other employee benefit and retirement-related accounts | $248,656,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 160 |
Number of managed investment management and investment advisory agency accounts | $116,350,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $1,067,000 | 10 |
Other Fiduciary Accounts | $0 | 222 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $248,586,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Number of Non-Managed Accounts | $573,000 | 73 |
Personal Trust and Agency Accounts | $0 | 626 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $573,000 | 14 |
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 | $437,201,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $437,201,000 | 7 |
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 | $779,405,000 | 3 |
Number of Managed Accounts | $355,726,000 | 1 |
Personal Trust and Agency Accounts | $1,099,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,512,000 | 1 |
Employee Benefit-defined Benefit Accounts | $877,000 | 2 |
Number of other employee benefit and retirement-related accounts | $238,135,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 71 |
Number of managed investment management and investment advisory agency accounts | $110,240,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $863,000 | 12 |
Other Fiduciary Accounts | $0 | 97 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $238,064,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $423,679,000 | 4 |
Personal Trust and Agency Accounts | $0 | 273 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $491,000 | 14 |
Employee Benefit-defined Benefit Accounts | $0 | 118 |
Number non-managed other employee benefit and retirement-related accounts | $423,188,000 | 3 |
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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $423,188,000 | 7 |
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 | $750,230,000 | 3 |
Number of Managed Accounts | $340,396,000 | 1 |
Personal Trust and Agency Accounts | $1,120,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,399,000 | 1 |
Employee Benefit-defined Benefit Accounts | $811,000 | 2 |
Number of other employee benefit and retirement-related accounts | $228,954,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 76 |
Number of managed investment management and investment advisory agency accounts | $104,315,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $797,000 | 12 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $228,891,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $409,834,000 | 4 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $463,000 | 16 |
Employee Benefit-defined Benefit Accounts | $0 | 128 |
Number non-managed other employee benefit and retirement-related accounts | $409,371,000 | 3 |
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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $409,371,000 | 7 |
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 | $715,346,000 | 3 |
Number of Managed Accounts | $324,386,000 | 1 |
Personal Trust and Agency Accounts | $1,114,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,288,000 | 1 |
Employee Benefit-defined Benefit Accounts | $776,000 | 2 |
Number of other employee benefit and retirement-related accounts | $219,191,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 70 |
Number of managed investment management and investment advisory agency accounts | $98,266,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $751,000 | 12 |
Other Fiduciary Accounts | $0 | 98 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $219,124,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $390,960,000 | 4 |
Personal Trust and Agency Accounts | $0 | 274 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $422,000 | 17 |
Employee Benefit-defined Benefit Accounts | $0 | 120 |
Number non-managed other employee benefit and retirement-related accounts | $390,538,000 | 3 |
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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $390,538,000 | 7 |
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 | $683,239,000 | 3 |
Number of Managed Accounts | $309,579,000 | 1 |
Personal Trust and Agency Accounts | $1,110,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,098,000 | 1 |
Employee Benefit-defined Benefit Accounts | $727,000 | 3 |
Number of other employee benefit and retirement-related accounts | $210,337,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $92,610,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $697,000 | 12 |
Other Fiduciary Accounts | $0 | 217 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $210,275,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $373,660,000 | 4 |
Personal Trust and Agency Accounts | $0 | 649 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $387,000 | 20 |
Employee Benefit-defined Benefit Accounts | $0 | 150 |
Number non-managed other employee benefit and retirement-related accounts | $373,273,000 | 3 |
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 | $0 | 663 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $373,273,000 | 7 |
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 | $660,651,000 | 3 |
Number of Managed Accounts | $298,696,000 | 1 |
Personal Trust and Agency Accounts | $1,123,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,872,000 | 1 |
Employee Benefit-defined Benefit Accounts | $729,000 | 3 |
Number of other employee benefit and retirement-related accounts | $203,323,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 74 |
Number of managed investment management and investment advisory agency accounts | $89,023,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $626,000 | 13 |
Other Fiduciary Accounts | $0 | 101 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $203,283,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $361,955,000 | 4 |
Personal Trust and Agency Accounts | $0 | 277 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $338,000 | 20 |
Employee Benefit-defined Benefit Accounts | $0 | 124 |
Number non-managed other employee benefit and retirement-related accounts | $361,617,000 | 4 |
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 | $0 | 324 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $361,617,000 | 8 |
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 | $642,276,000 | 3 |
Number of Managed Accounts | $290,961,000 | 1 |
Personal Trust and Agency Accounts | $1,118,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,874,000 | 1 |
Employee Benefit-defined Benefit Accounts | $719,000 | 3 |
Number of other employee benefit and retirement-related accounts | $197,769,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $86,869,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $612,000 | 13 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $197,721,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $351,315,000 | 4 |
Personal Trust and Agency Accounts | $0 | 319 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $305,000 | 23 |
Employee Benefit-defined Benefit Accounts | $0 | 135 |
Number non-managed other employee benefit and retirement-related accounts | $351,010,000 | 4 |
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 | $0 | 375 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $351,010,000 | 9 |
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 | $623,031,000 | 3 |
Number of Managed Accounts | $283,084,000 | 1 |
Personal Trust and Agency Accounts | $1,111,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,871,000 | 1 |
Employee Benefit-defined Benefit Accounts | $707,000 | 3 |
Number of other employee benefit and retirement-related accounts | $192,264,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 73 |
Number of managed investment management and investment advisory agency accounts | $84,527,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $604,000 | 13 |
Other Fiduciary Accounts | $0 | 109 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $192,223,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $339,947,000 | 4 |
Personal Trust and Agency Accounts | $0 | 279 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $279,000 | 28 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $339,668,000 | 4 |
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 | $0 | 329 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $339,668,000 | 10 |
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 | $606,278,000 | 3 |
Number of Managed Accounts | $277,079,000 | 1 |
Personal Trust and Agency Accounts | $1,410,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,743,000 | 1 |
Employee Benefit-defined Benefit Accounts | $687,000 | 3 |
Number of other employee benefit and retirement-related accounts | $189,581,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 158 |
Number of managed investment management and investment advisory agency accounts | $81,085,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $573,000 | 14 |
Other Fiduciary Accounts | $0 | 226 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $189,540,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Number of Non-Managed Accounts | $329,199,000 | 4 |
Personal Trust and Agency Accounts | $0 | 670 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $229,000 | 31 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $328,970,000 | 4 |
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 | $0 | 673 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $328,970,000 | 9 |
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 | $588,128,000 | 3 |
Number of Managed Accounts | $266,694,000 | 1 |
Personal Trust and Agency Accounts | $1,413,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,534,000 | 1 |
Employee Benefit-defined Benefit Accounts | $664,000 | 3 |
Number of other employee benefit and retirement-related accounts | $181,392,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 79 |
Number of managed investment management and investment advisory agency accounts | $79,184,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $507,000 | 17 |
Other Fiduciary Accounts | $0 | 110 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $181,351,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $321,434,000 | 4 |
Personal Trust and Agency Accounts | $0 | 282 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $182,000 | 39 |
Employee Benefit-defined Benefit Accounts | $0 | 127 |
Number non-managed other employee benefit and retirement-related accounts | $321,252,000 | 4 |
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 | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $321,252,000 | 9 |
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 | $574,290,000 | 3 |
Number of Managed Accounts | $258,503,000 | 1 |
Personal Trust and Agency Accounts | $339,000 | 154 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,476,000 | 1 |
Employee Benefit-defined Benefit Accounts | $643,000 | 3 |
Number of other employee benefit and retirement-related accounts | $176,606,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $76,937,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $502,000 | 17 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $176,567,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $315,787,000 | 4 |
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 | $314,537,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 126 |
Number of investment management and advisory agency accounts, non-managed assets | $147,000 | 19 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $1,103,000 | 7 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $314,537,000 | 9 |
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 | $557,453,000 | 3 |
Number of Managed Accounts | $250,616,000 | 1 |
Personal Trust and Agency Accounts | $347,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,411,000 | 1 |
Employee Benefit-defined Benefit Accounts | $623,000 | 3 |
Number of other employee benefit and retirement-related accounts | $170,778,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 77 |
Number of managed investment management and investment advisory agency accounts | $74,972,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $485,000 | 17 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $170,745,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $306,837,000 | 4 |
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 | $305,654,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | $99,000 | 26 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 151 |
Other Fiduciary Accounts | $1,084,000 | 6 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 372 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $305,654,000 | 7 |
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 | $539,935,000 | 4 |
Number of Managed Accounts | $244,206,000 | 1 |
Personal Trust and Agency Accounts | $345,000 | 155 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,320,000 | 1 |
Employee Benefit-defined Benefit Accounts | $596,000 | 3 |
Number of other employee benefit and retirement-related accounts | $165,992,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 155 |
Number of managed investment management and investment advisory agency accounts | $73,487,000 | 1 |
Number of foundation and endowment trust and agency accounts, managed assets | $466,000 | 18 |
Other Fiduciary Accounts | $0 | 229 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $165,966,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Number of Non-Managed Accounts | $295,729,000 | 4 |
Personal Trust and Agency Accounts | $0 | 688 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 398 |
Employee Benefit-defined Benefit Accounts | $0 | 168 |
Number non-managed other employee benefit and retirement-related accounts | $294,554,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 243 |
Number of investment management and advisory agency accounts, non-managed assets | $63,000 | 41 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 205 |
Other Fiduciary Accounts | $1,112,000 | 8 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 696 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $294,554,000 | 7 |
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 | $526,463,000 | 5 |
Number of Managed Accounts | $236,303,000 | 1 |
Personal Trust and Agency Accounts | $346,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,198,000 | 1 |
Employee Benefit-defined Benefit Accounts | $590,000 | 3 |
Number of other employee benefit and retirement-related accounts | $160,336,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $71,430,000 | 2 |
Number of foundation and endowment trust and agency accounts, managed assets | $403,000 | 21 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $160,308,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $290,160,000 | 5 |
Personal Trust and Agency Accounts | $0 | 314 |
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 | $289,016,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $45,000 | 49 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $1,099,000 | 6 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 376 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $289,016,000 | 7 |
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 | $509,506,000 | 4 |
Number of Managed Accounts | $226,110,000 | 1 |
Personal Trust and Agency Accounts | $352,000 | 147 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,127,000 | 1 |
Employee Benefit-defined Benefit Accounts | $559,000 | 3 |
Number of other employee benefit and retirement-related accounts | $153,222,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 80 |
Number of managed investment management and investment advisory agency accounts | $68,469,000 | 2 |
Number of foundation and endowment trust and agency accounts, managed assets | $381,000 | 22 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $153,196,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $283,396,000 | 4 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 269 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $282,268,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $37,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $1,091,000 | 6 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 379 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $282,268,000 | 6 |
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 | $489,053,000 | 4 |
Number of Managed Accounts | $214,318,000 | 1 |
Personal Trust and Agency Accounts | $348,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,066,000 | 1 |
Employee Benefit-defined Benefit Accounts | $534,000 | 3 |
Number of other employee benefit and retirement-related accounts | $144,748,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $65,257,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $365,000 | 25 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $144,712,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $274,735,000 | 4 |
Personal Trust and Agency Accounts | $0 | 321 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 274 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $273,638,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $36,000 | 51 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $1,061,000 | 7 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 381 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $273,638,000 | 6 |
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 | $467,814,000 | 4 |
Number of Managed Accounts | $202,499,000 | 1 |
Personal Trust and Agency Accounts | $350,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,958,000 | 1 |
Employee Benefit-defined Benefit Accounts | $494,000 | 3 |
Number of other employee benefit and retirement-related accounts | $136,548,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $61,819,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $330,000 | 26 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $136,512,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $265,315,000 | 4 |
Personal Trust and Agency Accounts | $0 | 719 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 413 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $264,235,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 87 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $1,060,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 700 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $264,235,000 | 6 |
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 | $446,747,000 | 4 |
Number of Managed Accounts | $191,283,000 | 1 |
Personal Trust and Agency Accounts | $344,000 | 150 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,772,000 | 1 |
Employee Benefit-defined Benefit Accounts | $475,000 | 3 |
Number of other employee benefit and retirement-related accounts | $128,736,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $58,665,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $291,000 | 27 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $128,708,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $255,464,000 | 4 |
Personal Trust and Agency Accounts | $0 | 316 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 272 |
Employee Benefit-defined Benefit Accounts | $0 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $254,393,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $20,000 | 67 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $1,051,000 | 7 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 374 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $254,393,000 | 6 |
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 | $428,188,000 | 4 |
Number of Managed Accounts | $181,584,000 | 1 |
Personal Trust and Agency Accounts | $347,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,684,000 | 2 |
Employee Benefit-defined Benefit Accounts | $444,000 | 3 |
Number of other employee benefit and retirement-related accounts | $121,856,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $55,982,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $271,000 | 29 |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $121,856,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $246,604,000 | 4 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $245,540,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 80 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $1,048,000 | 8 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 377 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $245,540,000 | 6 |
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 | $386,454,000 | 4 |
Number of Managed Accounts | $170,109,000 | 1 |
Personal Trust and Agency Accounts | $348,000 | 150 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,518,000 | 2 |
Employee Benefit-defined Benefit Accounts | $381,000 | 4 |
Number of other employee benefit and retirement-related accounts | $113,803,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $52,806,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $253,000 | 29 |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $113,765,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $216,345,000 | 4 |
Personal Trust and Agency Accounts | $0 | 320 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 273 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $215,287,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $7,000 | 112 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $1,051,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 381 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $215,287,000 | 7 |
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 | $325,195,000 | 4 |
Number of Managed Accounts | $158,954,000 | 2 |
Personal Trust and Agency Accounts | $348,000 | 155 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,270,000 | 2 |
Employee Benefit-defined Benefit Accounts | $338,000 | 5 |
Number of other employee benefit and retirement-related accounts | $105,766,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $50,000,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $232,000 | 32 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $105,744,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $166,241,000 | 4 |
Personal Trust and Agency Accounts | $0 | 737 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 435 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $165,197,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 172 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
Other Fiduciary Accounts | $1,038,000 | 12 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 734 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $165,197,000 | 8 |
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 | $313,817,000 | 4 |
Number of Managed Accounts | $152,891,000 | 3 |
Personal Trust and Agency Accounts | $346,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,202,000 | 2 |
Employee Benefit-defined Benefit Accounts | $334,000 | 5 |
Number of other employee benefit and retirement-related accounts | $101,313,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $48,467,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $229,000 | 32 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $101,296,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $160,926,000 | 4 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 279 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $159,900,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $4,000 | 135 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $1,022,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 383 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $159,900,000 | 8 |
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 | $306,631,000 | 4 |
Number of Managed Accounts | $147,541,000 | 3 |
Personal Trust and Agency Accounts | $336,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,184,000 | 2 |
Employee Benefit-defined Benefit Accounts | $324,000 | 5 |
Number of other employee benefit and retirement-related accounts | $97,311,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $47,163,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $223,000 | 32 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $97,290,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $159,090,000 | 4 |
Personal Trust and Agency Accounts | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 281 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $158,068,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 150 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $1,019,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 386 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $158,068,000 | 9 |
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 | $298,982,000 | 4 |
Number of Managed Accounts | $143,089,000 | 3 |
Personal Trust and Agency Accounts | $332,000 | 154 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,192,000 | 2 |
Employee Benefit-defined Benefit Accounts | $320,000 | 5 |
Number of other employee benefit and retirement-related accounts | $94,070,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $45,954,000 | 3 |
Number of foundation and endowment trust and agency accounts, managed assets | $221,000 | 32 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $94,058,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $155,893,000 | 4 |
Personal Trust and Agency Accounts | $0 | 326 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 284 |
Employee Benefit-defined Benefit Accounts | $0 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $154,880,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $3,000 | 149 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $1,010,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 386 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $154,880,000 | 9 |
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 | $283,961,000 | 4 |
Number of Managed Accounts | $107,049,000 | 3 |
Personal Trust and Agency Accounts | $326,000 | 165 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,864,000 | 2 |
Employee Benefit-defined Benefit Accounts | $266,000 | 6 |
Number of other employee benefit and retirement-related accounts | $67,701,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $36,714,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $178,000 | 40 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $67,693,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $176,912,000 | 4 |
Personal Trust and Agency Accounts | $0 | 756 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 464 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $175,899,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 319 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $1,012,000 | 11 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 752 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $175,899,000 | 8 |
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 | $276,906,000 | 4 |
Number of Managed Accounts | $103,312,000 | 3 |
Personal Trust and Agency Accounts | $328,000 | 160 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,828,000 | 2 |
Employee Benefit-defined Benefit Accounts | $258,000 | 6 |
Number of other employee benefit and retirement-related accounts | $64,893,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $35,838,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $167,000 | 41 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $64,870,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $173,594,000 | 4 |
Personal Trust and Agency Accounts | $0 | 322 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 286 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $172,599,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 190 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $994,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 386 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $172,599,000 | 9 |
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 | $270,578,000 | 4 |
Number of Managed Accounts | $99,820,000 | 5 |
Personal Trust and Agency Accounts | $331,000 | 162 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,811,000 | 3 |
Employee Benefit-defined Benefit Accounts | $245,000 | 7 |
Number of other employee benefit and retirement-related accounts | $62,505,000 | 2 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $34,764,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $164,000 | 40 |
Other Fiduciary Accounts | $0 | 133 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $62,483,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $170,758,000 | 4 |
Personal Trust and Agency Accounts | $0 | 324 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 141 |
Number non-managed other employee benefit and retirement-related accounts | $169,777,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 146 |
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 | $981,000 | 8 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 391 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $169,777,000 | 9 |
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 | $264,163,000 | 4 |
Number of Managed Accounts | $96,493,000 | 4 |
Personal Trust and Agency Accounts | $329,000 | 166 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,797,000 | 2 |
Employee Benefit-defined Benefit Accounts | $242,000 | 7 |
Number of other employee benefit and retirement-related accounts | $60,302,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $33,661,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $162,000 | 40 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $60,278,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $167,670,000 | 4 |
Personal Trust and Agency Accounts | $0 | 326 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $166,695,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 152 |
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 | $975,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 387 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $166,695,000 | 9 |
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 | $262,218,000 | 4 |
Number of Managed Accounts | $96,432,000 | 4 |
Personal Trust and Agency Accounts | $331,000 | 167 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,840,000 | 2 |
Employee Benefit-defined Benefit Accounts | $257,000 | 7 |
Number of other employee benefit and retirement-related accounts | $59,838,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $34,010,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $156,000 | 40 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $59,814,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $165,786,000 | 4 |
Personal Trust and Agency Accounts | $0 | 790 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 495 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number non-managed other employee benefit and retirement-related accounts | $164,833,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 275 |
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 | $953,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 775 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $164,833,000 | 8 |
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 | $255,974,000 | 4 |
Number of Managed Accounts | $92,442,000 | 4 |
Personal Trust and Agency Accounts | $331,000 | 159 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,806,000 | 2 |
Employee Benefit-defined Benefit Accounts | $254,000 | 8 |
Number of other employee benefit and retirement-related accounts | $56,971,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $32,935,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $145,000 | 42 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $56,947,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $163,532,000 | 4 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $162,597,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 144 |
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 | $935,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 385 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $162,597,000 | 8 |
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 | $249,936,000 | 4 |
Number of Managed Accounts | $88,445,000 | 4 |
Personal Trust and Agency Accounts | $329,000 | 160 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,769,000 | 2 |
Employee Benefit-defined Benefit Accounts | $243,000 | 8 |
Number of other employee benefit and retirement-related accounts | $54,365,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $31,600,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $139,000 | 43 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $54,342,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $161,491,000 | 4 |
Personal Trust and Agency Accounts | $0 | 329 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $160,565,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $926,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 386 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $160,565,000 | 8 |
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 | $243,529,000 | 5 |
Number of Managed Accounts | $84,758,000 | 4 |
Personal Trust and Agency Accounts | $339,000 | 156 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,731,000 | 3 |
Employee Benefit-defined Benefit Accounts | $242,000 | 8 |
Number of other employee benefit and retirement-related accounts | $52,068,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $30,244,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $134,000 | 43 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $52,046,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $158,771,000 | 5 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 298 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $157,868,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $903,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 388 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $157,868,000 | 10 |
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 | $236,933,000 | 4 |
Number of Managed Accounts | $80,436,000 | 4 |
Personal Trust and Agency Accounts | $338,000 | 165 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,661,000 | 4 |
Employee Benefit-defined Benefit Accounts | $219,000 | 8 |
Number of other employee benefit and retirement-related accounts | $49,255,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $28,834,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 46 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $49,233,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $156,497,000 | 5 |
Personal Trust and Agency Accounts | $0 | 821 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 516 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $155,596,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $901,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 790 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $155,596,000 | 9 |
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 | $232,303,000 | 4 |
Number of Managed Accounts | $77,116,000 | 4 |
Personal Trust and Agency Accounts | $348,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,603,000 | 3 |
Employee Benefit-defined Benefit Accounts | $211,000 | 8 |
Number of other employee benefit and retirement-related accounts | $47,183,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $27,642,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $129,000 | 46 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $47,161,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $155,187,000 | 5 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $154,310,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 145 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $877,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $154,310,000 | 10 |
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 | $228,410,000 | 4 |
Number of Managed Accounts | $73,689,000 | 5 |
Personal Trust and Agency Accounts | $344,000 | 149 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,545,000 | 3 |
Employee Benefit-defined Benefit Accounts | $198,000 | 8 |
Number of other employee benefit and retirement-related accounts | $45,005,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $26,475,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $122,000 | 47 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $44,791,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $154,721,000 | 5 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $153,851,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $870,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 371 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $153,851,000 | 10 |
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 | $217,612,000 | 4 |
Number of Managed Accounts | $69,549,000 | 5 |
Personal Trust and Agency Accounts | $342,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,495,000 | 3 |
Employee Benefit-defined Benefit Accounts | $185,000 | 8 |
Number of other employee benefit and retirement-related accounts | $40,838,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $26,573,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $116,000 | 49 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $40,823,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $148,063,000 | 5 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $147,209,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $854,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 374 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $147,209,000 | 10 |
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 | $211,858,000 | 4 |
Number of Managed Accounts | $65,947,000 | 6 |
Personal Trust and Agency Accounts | $339,000 | 163 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,445,000 | 3 |
Employee Benefit-defined Benefit Accounts | $179,000 | 9 |
Number of other employee benefit and retirement-related accounts | $38,754,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $25,113,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $117,000 | 49 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $38,743,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $145,911,000 | 4 |
Personal Trust and Agency Accounts | $0 | 849 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 550 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $145,081,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $830,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 809 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $145,081,000 | 8 |
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 | $211,450,000 | 4 |
Number of Managed Accounts | $62,989,000 | 6 |
Personal Trust and Agency Accounts | $328,000 | 164 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,391,000 | 3 |
Employee Benefit-defined Benefit Accounts | $186,000 | 8 |
Number of other employee benefit and retirement-related accounts | $37,169,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $23,805,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $110,000 | 48 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $37,158,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $148,461,000 | 4 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 147 |
Number non-managed other employee benefit and retirement-related accounts | $147,661,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $800,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 356 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $147,661,000 | 9 |
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 | $210,749,000 | 4 |
Number of Managed Accounts | $60,614,000 | 6 |
Personal Trust and Agency Accounts | $310,000 | 170 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,385,000 | 3 |
Employee Benefit-defined Benefit Accounts | $181,000 | 8 |
Number of other employee benefit and retirement-related accounts | $35,957,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $22,680,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 53 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $35,933,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $150,135,000 | 4 |
Personal Trust and Agency Accounts | $0 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 289 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $149,350,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 137 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $785,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 361 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $149,350,000 | 8 |
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 | $209,142,000 | 4 |
Number of Managed Accounts | $57,646,000 | 6 |
Personal Trust and Agency Accounts | $313,000 | 162 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,374,000 | 3 |
Employee Benefit-defined Benefit Accounts | $175,000 | 9 |
Number of other employee benefit and retirement-related accounts | $34,691,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $20,996,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 54 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $34,669,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $151,496,000 | 4 |
Personal Trust and Agency Accounts | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 286 |
Employee Benefit-defined Benefit Accounts | $0 | 149 |
Number non-managed other employee benefit and retirement-related accounts | $150,723,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 139 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $773,000 | 10 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 361 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $150,723,000 | 7 |
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 | $207,057,000 | 4 |
Number of Managed Accounts | $55,206,000 | 6 |
Personal Trust and Agency Accounts | $291,000 | 183 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,331,000 | 3 |
Employee Benefit-defined Benefit Accounts | $174,000 | 10 |
Number of other employee benefit and retirement-related accounts | $33,000,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $20,315,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 54 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $32,859,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $151,851,000 | 4 |
Personal Trust and Agency Accounts | $0 | 861 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 562 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $151,099,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $752,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 829 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $151,009,000 | 9 |
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 | $203,538,000 | 4 |
Number of Managed Accounts | $53,282,000 | 6 |
Personal Trust and Agency Accounts | $273,000 | 188 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,299,000 | 3 |
Employee Benefit-defined Benefit Accounts | $183,000 | 9 |
Number of other employee benefit and retirement-related accounts | $31,674,000 | 2 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $19,767,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $86,000 | 55 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $31,540,000 | 2 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $150,256,000 | 4 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 153 |
Number non-managed other employee benefit and retirement-related accounts | $150,256,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $0 | 103 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $150,256,000 | 8 |
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 | $201,114,000 | 4 |
Number of Managed Accounts | $50,973,000 | 6 |
Personal Trust and Agency Accounts | $260,000 | 195 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,273,000 | 3 |
Employee Benefit-defined Benefit Accounts | $181,000 | 9 |
Number of other employee benefit and retirement-related accounts | $30,116,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $19,054,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 55 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $30,089,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $150,141,000 | 4 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $150,141,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 372 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $150,141,000 | 8 |
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 | $198,327,000 | 5 |
Number of Managed Accounts | $47,808,000 | 6 |
Personal Trust and Agency Accounts | $247,000 | 204 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,233,000 | 3 |
Employee Benefit-defined Benefit Accounts | $178,000 | 9 |
Number of other employee benefit and retirement-related accounts | $28,029,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $18,034,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | $87,000 | 57 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $28,005,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $150,519,000 | 4 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $149,819,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $700,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 376 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $149,819,000 | 8 |
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 | $195,903,000 | 5 |
Number of Managed Accounts | $45,076,000 | 7 |
Personal Trust and Agency Accounts | $232,000 | 243 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,183,000 | 3 |
Employee Benefit-defined Benefit Accounts | $155,000 | 12 |
Number of other employee benefit and retirement-related accounts | $26,254,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $17,170,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $82,000 | 60 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $26,229,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $150,827,000 | 4 |
Personal Trust and Agency Accounts | $0 | 899 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 579 |
Employee Benefit-defined Benefit Accounts | $0 | 217 |
Number non-managed other employee benefit and retirement-related accounts | $150,142,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $685,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 873 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $150,142,000 | 8 |
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 | $194,361,000 | 5 |
Number of Managed Accounts | $42,623,000 | 7 |
Personal Trust and Agency Accounts | $232,000 | 215 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,137,000 | 3 |
Employee Benefit-defined Benefit Accounts | $153,000 | 11 |
Number of other employee benefit and retirement-related accounts | $24,694,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $16,327,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $80,000 | 61 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $24,674,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $151,738,000 | 5 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 151 |
Number non-managed other employee benefit and retirement-related accounts | $151,075,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $663,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,000 | 364 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $151,075,000 | 8 |
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 | $196,493,000 | 6 |
Number of Managed Accounts | $41,811,000 | 7 |
Personal Trust and Agency Accounts | $235,000 | 217 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,103,000 | 3 |
Employee Benefit-defined Benefit Accounts | $144,000 | 11 |
Number of other employee benefit and retirement-related accounts | $24,463,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $15,787,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $79,000 | 59 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $24,442,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $154,682,000 | 5 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $154,054,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $628,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $1,000 | 362 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $154,054,000 | 8 |
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 | $39,756,000 | 14 |
Number of Managed Accounts | $39,149,000 | 7 |
Personal Trust and Agency Accounts | $223,000 | 225 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,065,000 | 3 |
Employee Benefit-defined Benefit Accounts | $143,000 | 11 |
Number of other employee benefit and retirement-related accounts | $22,455,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $15,188,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | $75,000 | 63 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $22,435,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $607,000 | 95 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 313 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $607,000 | 9 |
Memoranda | ||
Custody and Safekeeping Accounts | $147,600,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 303 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $37,961,000 | 15 |
Number of Managed Accounts | $37,356,000 | 8 |
Personal Trust and Agency Accounts | $209,000 | 266 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,040,000 | 3 |
Employee Benefit-defined Benefit Accounts | $140,000 | 14 |
Number of other employee benefit and retirement-related accounts | $21,327,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $14,568,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | $72,000 | 63 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $21,309,000 | 1 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $605,000 | 111 |
Personal Trust and Agency Accounts | $0 | 925 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 596 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 808 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $605,000 | 12 |
Memoranda | ||
Custody and Safekeeping Accounts | $148,313,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 800 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $36,258,000 | 19 |
Number of Managed Accounts | $36,258,000 | 9 |
Personal Trust and Agency Accounts | $211,000 | 231 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $20,257,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $15,201,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $589,000 | 9 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 386 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 288 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 306 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $176,247,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $35,102,000 | 19 |
Number of Managed Accounts | $35,102,000 | 9 |
Personal Trust and Agency Accounts | $201,000 | 240 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 305 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $19,477,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $14,856,000 | 7 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $568,000 | 9 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 311 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Custody and Safekeeping Accounts | $175,259,000 | 8 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $34,251,000 | 19 |
Number of Managed Accounts | $34,251,000 | 9 |
Personal Trust and Agency Accounts | $191,000 | 247 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $18,898,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $14,605,000 | 8 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $557,000 | 9 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 312 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Custody and Safekeeping Accounts | $173,662,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $35,100,000 | 22 |
Number of Managed Accounts | $35,100,000 | 9 |
Personal Trust and Agency Accounts | $192,000 | 295 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $18,636,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $15,718,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $554,000 | 8 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,251 |
Personal Trust and Agency Accounts | $0 | 952 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 603 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 812 |
Corporate Trust and Agency Accounts | $0 | 375 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $172,668,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $33,966,000 | 20 |
Number of Managed Accounts | $33,966,000 | 9 |
Personal Trust and Agency Accounts | $188,000 | 261 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $17,711,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $15,540,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $527,000 | 9 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 421 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 313 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 330 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $175,910,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,943,000 | 22 |
Number of Managed Accounts | $31,943,000 | 9 |
Personal Trust and Agency Accounts | $168,000 | 274 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 241 |
Number of other employee benefit and retirement-related accounts | $16,616,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $14,657,000 | 4 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $502,000 | 11 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 177 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $173,864,000 | 9 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,604,000 | 22 |
Number of Managed Accounts | $29,604,000 | 10 |
Personal Trust and Agency Accounts | $166,000 | 284 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $15,484,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $13,472,000 | 5 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $482,000 | 15 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 342 |
Corporate Trust and Agency Accounts | $0 | 179 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $169,947,000 | 12 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $26,827,000 | 23 |
Number of Managed Accounts | $26,827,000 | 12 |
Personal Trust and Agency Accounts | $153,000 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 667 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $14,212,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $12,003,000 | 6 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $459,000 | 15 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,300 |
Personal Trust and Agency Accounts | $0 | 976 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 860 |
Corporate Trust and Agency Accounts | $0 | 389 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 264 |
Memoranda | ||
Custody and Safekeeping Accounts | $166,563,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $21,475,000 | 28 |
Number of Managed Accounts | $21,475,000 | 15 |
Personal Trust and Agency Accounts | $155,000 | 280 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 317 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $11,447,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $9,447,000 | 9 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $426,000 | 15 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 417 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 332 |
Corporate Trust and Agency Accounts | $0 | 189 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Custody and Safekeeping Accounts | $163,940,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $9,915,000 | 41 |
Number of Managed Accounts | $9,915,000 | 24 |
Personal Trust and Agency Accounts | $152,000 | 287 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 323 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number of other employee benefit and retirement-related accounts | $5,336,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $4,045,000 | 21 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $382,000 | 16 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 355 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Custody and Safekeeping Accounts | $161,344,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,406,000 | 67 |
Number of Managed Accounts | $4,406,000 | 42 |
Personal Trust and Agency Accounts | $148,000 | 288 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $2,114,000 | 14 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $1,791,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $353,000 | 15 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 425 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 333 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 190 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $156,738,000 | 11 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $1,693,000 | 134 |
Number of Managed Accounts | $1,693,000 | 92 |
Personal Trust and Agency Accounts | $141,000 | 386 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 707 |
Employee Benefit-defined Benefit Accounts | $0 | 426 |
Number of other employee benefit and retirement-related accounts | $256,000 | 106 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $973,000 | 54 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $323,000 | 15 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,332 |
Personal Trust and Agency Accounts | $0 | 991 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 653 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 854 |
Corporate Trust and Agency Accounts | $0 | 403 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 263 |
Memoranda | ||
Custody and Safekeeping Accounts | $152,342,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $865,000 | 237 |
Number of Managed Accounts | $865,000 | 179 |
Personal Trust and Agency Accounts | $149,000 | 283 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 242 |
Number of other employee benefit and retirement-related accounts | $68,000 | 237 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $342,000 | 129 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $306,000 | 15 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 409 |
Personal Trust and Agency Accounts | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 326 |
Corporate Trust and Agency Accounts | $0 | 192 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Custody and Safekeeping Accounts | $149,704,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $767,000 | 258 |
Number of Managed Accounts | $767,000 | 203 |
Personal Trust and Agency Accounts | $148,000 | 292 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 248 |
Number of other employee benefit and retirement-related accounts | $67,000 | 241 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $263,000 | 172 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $289,000 | 16 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 412 |
Personal Trust and Agency Accounts | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 326 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 331 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $141,373,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $450,000 | 328 |
Number of Managed Accounts | $450,000 | 276 |
Personal Trust and Agency Accounts | $130,000 | 312 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 337 |
Employee Benefit-defined Benefit Accounts | $0 | 249 |
Number of other employee benefit and retirement-related accounts | $60,000 | 250 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $260,000 | 173 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 129 |
Memoranda | ||
Custody and Safekeeping Accounts | $139,231,000 | 10 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $432,000 | 421 |
Number of Managed Accounts | $432,000 | 320 |
Personal Trust and Agency Accounts | $125,000 | 447 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 756 |
Employee Benefit-defined Benefit Accounts | $0 | 446 |
Number of other employee benefit and retirement-related accounts | $57,000 | 331 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $250,000 | 179 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,373 |
Personal Trust and Agency Accounts | $0 | 1,023 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 690 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 867 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 282 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 974 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $424,000 | 325 |
Number of Managed Accounts | $424,000 | 277 |
Personal Trust and Agency Accounts | $111,000 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $59,000 | 234 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $254,000 | 166 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 414 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 332 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 324 |
Corporate Trust and Agency Accounts | $0 | 200 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 397 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $411,000 | 337 |
Number of Managed Accounts | $411,000 | 290 |
Personal Trust and Agency Accounts | $104,000 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $69,000 | 230 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $238,000 | 173 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 431 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 346 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 335 |
Corporate Trust and Agency Accounts | $0 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 136 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $405,000 | 340 |
Number of Managed Accounts | $405,000 | 294 |
Personal Trust and Agency Accounts | $98,000 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $58,000 | 241 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $249,000 | 169 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 433 |
Personal Trust and Agency Accounts | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 342 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 336 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 132 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $353,000 | 484 |
Number of Managed Accounts | $353,000 | 358 |
Personal Trust and Agency Accounts | $87,000 | 574 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 767 |
Employee Benefit-defined Benefit Accounts | $0 | 445 |
Number of other employee benefit and retirement-related accounts | $50,000 | 339 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $216,000 | 184 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,368 |
Personal Trust and Agency Accounts | $0 | 1,017 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 701 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 864 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 286 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,000 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $317,000 | 354 |
Number of Managed Accounts | $317,000 | 309 |
Personal Trust and Agency Accounts | $58,000 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $49,000 | 246 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $210,000 | 178 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 423 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 334 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 327 |
Corporate Trust and Agency Accounts | $0 | 201 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 404 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $289,000 | 366 |
Number of Managed Accounts | $289,000 | 320 |
Personal Trust and Agency Accounts | $54,000 | 359 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $44,000 | 255 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $191,000 | 183 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 432 |
Personal Trust and Agency Accounts | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 338 |
Corporate Trust and Agency Accounts | $0 | 206 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 409 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $221,000 | 385 |
Number of Managed Accounts | $221,000 | 338 |
Personal Trust and Agency Accounts | $44,000 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $37,000 | 269 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $140,000 | 222 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 364 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 340 |
Corporate Trust and Agency Accounts | $0 | 205 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 134 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 417 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $179,000 | 743 |
Number of Managed Accounts | $179,000 | 573 |
Personal Trust and Agency Accounts | $37,000 | 902 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 794 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $28,000 | 431 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $114,000 | 296 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,417 |
Personal Trust and Agency Accounts | $0 | 1,047 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 727 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 880 |
Corporate Trust and Agency Accounts | $0 | 460 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,025 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $143,000 | 414 |
Number of Managed Accounts | $143,000 | 372 |
Personal Trust and Agency Accounts | $35,000 | 386 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $27,000 | 286 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $81,000 | 274 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 351 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 152 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 430 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $111,000 | 427 |
Number of Managed Accounts | $111,000 | 385 |
Personal Trust and Agency Accounts | $29,000 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 353 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $24,000 | 294 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $58,000 | 299 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 448 |
Personal Trust and Agency Accounts | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 354 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 161 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 431 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $90,000 | 441 |
Number of Managed Accounts | $90,000 | 402 |
Personal Trust and Agency Accounts | $28,000 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $18,000 | 311 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $44,000 | 314 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 460 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 359 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 355 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 158 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 442 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $61,000 | 1,138 |
Number of Managed Accounts | $61,000 | 948 |
Personal Trust and Agency Accounts | $22,000 | 1,117 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 834 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $7,000 | 629 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $32,000 | 555 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 1,465 |
Personal Trust and Agency Accounts | $0 | 1,072 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 764 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 883 |
Corporate Trust and Agency Accounts | $0 | 452 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $0 | 305 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,048 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |