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Bank of America, Fiduciary settlements, surcharges, and other losses

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$11,000,0002
Fiduciary settlements, surcharges, and other losses, managed accounts$4,000,0003
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$5,000,0003
Gross losses for other fiduciary accounts and related managed accounts$2,000,0002
Gross losses for non-managed accounts$2,000,0007
Fiduciary settlements, surcharges, and other losses$1,000,0002
Employee benefit and retirement-related trust and agency accounts, non-managed$049
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$012
Other fiduciary accounts and related services-gross losses nonmanaged asts$1,000,0008
Recoveries fiduciary and related services income$1,000,0004
Fiduciary settlements, surcharges, and other - recoveries$038
Employee benefit and retirement-related trust and agency accounts-recoveries$018
Investment management and investment advisory agency accounts recoveries$018
Other fiduciary accounts and related services-recoveries$1,000,0002
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$11,000,0004
Fiduciary settlements, surcharges, and other losses, managed accounts$4,000,0002
Employee benefit and retirement-related gross losses for managed accounts$070
Gross losses for investment management and investment managed accounts$4,000,0004
Gross losses for other fiduciary accounts and related managed accounts$3,000,0002
Gross losses for non-managed accounts$2,000,0009
Fiduciary settlements, surcharges, and other losses$032
Employee benefit and retirement-related trust and agency accounts, non-managed$049
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$015
Other fiduciary accounts and related services-gross losses nonmanaged asts$2,000,0008
Recoveries fiduciary and related services income$1,000,0008
Fiduciary settlements, surcharges, and other - recoveries$029
Employee benefit and retirement-related trust and agency accounts-recoveries$021
Investment management and investment advisory agency accounts recoveries$020
Other fiduciary accounts and related services-recoveries$1,000,0002
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$13,000,0002
Fiduciary settlements, surcharges, and other losses, managed accounts$5,000,0002
Employee benefit and retirement-related gross losses for managed accounts$063
Gross losses for investment management and investment managed accounts$5,000,0002
Gross losses for other fiduciary accounts and related managed accounts$3,000,0002
Gross losses for non-managed accounts$2,000,00010
Fiduciary settlements, surcharges, and other losses$037
Employee benefit and retirement-related trust and agency accounts, non-managed$048
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$021
Other fiduciary accounts and related services-gross losses nonmanaged asts$2,000,0008
Recoveries fiduciary and related services income$063
Fiduciary settlements, surcharges, and other - recoveries$036
Employee benefit and retirement-related trust and agency accounts-recoveries$015
Investment management and investment advisory agency accounts recoveries$022
Other fiduciary accounts and related services-recoveries$031
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$17,000,0001
Fiduciary settlements, surcharges, and other losses, managed accounts$9,000,0001
Employee benefit and retirement-related gross losses for managed accounts$070
Gross losses for investment management and investment managed accounts$3,000,0002
Gross losses for other fiduciary accounts and related managed accounts$5,000,0001
Gross losses for non-managed accounts$37,000,0002
Fiduciary settlements, surcharges, and other losses$1,000,0002
Employee benefit and retirement-related trust and agency accounts, non-managed$064
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$36,000,0002
Recoveries fiduciary and related services income$1,000,0005
Fiduciary settlements, surcharges, and other - recoveries$1,000,0002
Employee benefit and retirement-related trust and agency accounts-recoveries$021
Investment management and investment advisory agency accounts recoveries$020
Other fiduciary accounts and related services-recoveries$027
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$25,000,0001
Fiduciary settlements, surcharges, and other losses, managed accounts$16,000,0001
Employee benefit and retirement-related gross losses for managed accounts$067
Gross losses for investment management and investment managed accounts$8,000,0002
Gross losses for other fiduciary accounts and related managed accounts$1,000,0003
Gross losses for non-managed accounts$18,000,0004
Fiduciary settlements, surcharges, and other losses$1,000,0003
Employee benefit and retirement-related trust and agency accounts, non-managed$055
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$017
Other fiduciary accounts and related services-gross losses nonmanaged asts$17,000,0004
Recoveries fiduciary and related services income$1,000,0004
Fiduciary settlements, surcharges, and other - recoveries$1,000,0002
Employee benefit and retirement-related trust and agency accounts-recoveries$019
Investment management and investment advisory agency accounts recoveries$020
Other fiduciary accounts and related services-recoveries$038
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$21,000,0001
Fiduciary settlements, surcharges, and other losses, managed accounts$16,000,0001
Employee benefit and retirement-related gross losses for managed accounts$072
Gross losses for investment management and investment managed accounts$4,000,0001
Gross losses for other fiduciary accounts and related managed accounts$1,000,0004
Gross losses for non-managed accounts$10,000,0007
Fiduciary settlements, surcharges, and other losses$032
Employee benefit and retirement-related trust and agency accounts, non-managed$054
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$10,000,0005
Recoveries fiduciary and related services income$2,000,0003
Fiduciary settlements, surcharges, and other - recoveries$044
Employee benefit and retirement-related trust and agency accounts-recoveries$027
Investment management and investment advisory agency accounts recoveries$034
Other fiduciary accounts and related services-recoveries$2,000,0002
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$6,000,0003
Fiduciary settlements, surcharges, and other losses, managed accounts$5,000,0003
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$1,000,0005
Gross losses for other fiduciary accounts and related managed accounts$046
Gross losses for non-managed accounts$8,000,0008
Fiduciary settlements, surcharges, and other losses$1,000,0004
Employee benefit and retirement-related trust and agency accounts, non-managed$061
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$025
Other fiduciary accounts and related services-gross losses nonmanaged asts$7,000,0008
Recoveries fiduciary and related services income$1,000,0005
Fiduciary settlements, surcharges, and other - recoveries$1,000,0002
Employee benefit and retirement-related trust and agency accounts-recoveries$026
Investment management and investment advisory agency accounts recoveries$026
Other fiduciary accounts and related services-recoveries$037
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$14,000,0002
Fiduciary settlements, surcharges, and other losses, managed accounts$12,000,0001
Employee benefit and retirement-related gross losses for managed accounts$065
Gross losses for investment management and investment managed accounts$085
Gross losses for other fiduciary accounts and related managed accounts$2,000,0003
Gross losses for non-managed accounts$33,000,0001
Fiduciary settlements, surcharges, and other losses$033
Employee benefit and retirement-related trust and agency accounts, non-managed$051
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$33,000,0001
Recoveries fiduciary and related services income$1,000,0007
Fiduciary settlements, surcharges, and other - recoveries$1,000,0003
Employee benefit and retirement-related trust and agency accounts-recoveries$031
Investment management and investment advisory agency accounts recoveries$020
Other fiduciary accounts and related services-recoveries$029
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$12,000,0001
Fiduciary settlements, surcharges, and other losses, managed accounts$10,000,0002
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$1,000,0003
Gross losses for other fiduciary accounts and related managed accounts$1,000,0003
Gross losses for non-managed accounts$36,000,0004
Fiduciary settlements, surcharges, and other losses$036
Employee benefit and retirement-related trust and agency accounts, non-managed$066
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$36,000,0002
Recoveries fiduciary and related services income$073
Fiduciary settlements, surcharges, and other - recoveries$035
Employee benefit and retirement-related trust and agency accounts-recoveries$028
Investment management and investment advisory agency accounts recoveries$022
Other fiduciary accounts and related services-recoveries$034
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$20,605,0002
Fiduciary settlements, surcharges, and other losses, managed accounts$19,533,0001
Employee benefit and retirement-related gross losses for managed accounts$3,00049
Gross losses for investment management and investment managed accounts$928,0006
Gross losses for other fiduciary accounts and related managed accounts$141,0004
Gross losses for non-managed accounts$19,018,0003
Fiduciary settlements, surcharges, and other losses$620,0006
Employee benefit and retirement-related trust and agency accounts, non-managed$38,00022
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$15,0008
Other fiduciary accounts and related services-gross losses nonmanaged asts$18,345,0002
Recoveries fiduciary and related services income$1,064,0005
Fiduciary settlements, surcharges, and other - recoveries$968,0003
Employee benefit and retirement-related trust and agency accounts-recoveries$3,00016
Investment management and investment advisory agency accounts recoveries$63,0007
Other fiduciary accounts and related services-recoveries$30,0008
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$4,706,0003
Fiduciary settlements, surcharges, and other losses, managed accounts$3,824,0003
Employee benefit and retirement-related gross losses for managed accounts$50,0007
Gross losses for investment management and investment managed accounts$706,0006
Gross losses for other fiduciary accounts and related managed accounts$126,0004
Gross losses for non-managed accounts$13,912,0004
Fiduciary settlements, surcharges, and other losses$445,0006
Employee benefit and retirement-related trust and agency accounts, non-managed$3,00047
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$51,0006
Other fiduciary accounts and related services-gross losses nonmanaged asts$13,413,0003
Recoveries fiduciary and related services income$1,053,0004
Fiduciary settlements, surcharges, and other - recoveries$409,0003
Employee benefit and retirement-related trust and agency accounts-recoveries$030
Investment management and investment advisory agency accounts recoveries$4,00011
Other fiduciary accounts and related services-recoveries$640,0003
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$6,832,0003
Fiduciary settlements, surcharges, and other losses, managed accounts$3,550,0003
Employee benefit and retirement-related gross losses for managed accounts$106,0007
Gross losses for investment management and investment managed accounts$3,124,0001
Gross losses for other fiduciary accounts and related managed accounts$52,00010
Gross losses for non-managed accounts$109,005,0001
Fiduciary settlements, surcharges, and other losses$623,0004
Employee benefit and retirement-related trust and agency accounts, non-managed$25,00022
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$305,0004
Other fiduciary accounts and related services-gross losses nonmanaged asts$108,052,0001
Recoveries fiduciary and related services income$4,475,0002
Fiduciary settlements, surcharges, and other - recoveries$379,0003
Employee benefit and retirement-related trust and agency accounts-recoveries$032
Investment management and investment advisory agency accounts recoveries$021
Other fiduciary accounts and related services-recoveries$4,096,0001
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$10,052,0005
Fiduciary settlements, surcharges, and other losses, managed accounts$6,071,0001
Employee benefit and retirement-related gross losses for managed accounts$180,0007
Gross losses for investment management and investment managed accounts$2,558,0003
Gross losses for other fiduciary accounts and related managed accounts$1,243,0003
Gross losses for non-managed accounts$65,212,0001
Fiduciary settlements, surcharges, and other losses$287,0004
Employee benefit and retirement-related trust and agency accounts, non-managed$325,0008
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$189,0004
Other fiduciary accounts and related services-gross losses nonmanaged asts$64,411,0001
Recoveries fiduciary and related services income$1,439,0007
Fiduciary settlements, surcharges, and other - recoveries$38,00010
Employee benefit and retirement-related trust and agency accounts-recoveries$029
Investment management and investment advisory agency accounts recoveries$027
Other fiduciary accounts and related services-recoveries$1,401,0003
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA