2025-03-31 | Rank |
Fiduciary powers granted | $0 | 1,461 |
Fiduciary power exercised | $0 | 1,090 |
Fiduciary or related activity | $0 | 1,037 |
Total fiduciary and related assets | $0 | 380 |
Managed Assets ($) | $0 | 371 |
Personal trust and agency accounts, managed assets | $0 | 360 |
Employee benefit and retirement-related trust and agency accounts |
Employee benefit-defined contribution accounts, managed assets | $0 | 279 |
Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 75 |
Investment management and investment advisory agency accounts, managed assets | $0 | 382 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 306 |
Other fiduciary accounts, managed assets | $0 | 107 |
Memoranda |
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 365 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 363 |
Personal trust and agency accounts, non-managed assets | $0 | 306 |
Employee benefit and retirement-related trust and agency accounts |
Employee benefit-defined contribution accounts, non-managed assets | $0 | 266 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 114 |
Other retirement accounts, non-managed assets | $0 | 325 |
Corporate trust and agency accounts, non-managed assets | $0 | 117 |
Investment management and advisory agency accounts, non-managed assets | $0 | 199 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda |
Custody and safekeeping accounts, non-managed assets | $0 | 383 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 314 |