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Regions Bank, Fiduciary settlements, surcharges, and other losses

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$1,000,00011
Fiduciary settlements, surcharges, and other losses, managed accounts$1,000,0005
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$094
Gross losses for other fiduciary accounts and related managed accounts$042
Gross losses for non-managed accounts$091
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$012
Other fiduciary accounts and related services-gross losses nonmanaged asts$053
Recoveries fiduciary and related services income$058
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$027
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$1,000,00016
Fiduciary settlements, surcharges, and other losses, managed accounts$0127
Employee benefit and retirement-related gross losses for managed accounts$070
Gross losses for investment management and investment managed accounts$090
Gross losses for other fiduciary accounts and related managed accounts$1,000,0004
Gross losses for non-managed accounts$091
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$052
Recoveries fiduciary and related services income$062
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$028
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$1,000,00010
Fiduciary settlements, surcharges, and other losses, managed accounts$0118
Employee benefit and retirement-related gross losses for managed accounts$063
Gross losses for investment management and investment managed accounts$1,000,0006
Gross losses for other fiduciary accounts and related managed accounts$046
Gross losses for non-managed accounts$087
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$048
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$333,00025
Fiduciary settlements, surcharges, and other losses, managed accounts$41,00046
Employee benefit and retirement-related gross losses for managed accounts$2,00052
Gross losses for investment management and investment managed accounts$83,00016
Gross losses for other fiduciary accounts and related managed accounts$207,0009
Gross losses for non-managed accounts$542,00012
Fiduciary settlements, surcharges, and other losses$31,00010
Employee benefit and retirement-related trust and agency accounts, non-managed$50,00020
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$31,0004
Other fiduciary accounts and related services-gross losses nonmanaged asts$430,00014
Recoveries fiduciary and related services income$61,00023
Fiduciary settlements, surcharges, and other - recoveries$19,00020
Employee benefit and retirement-related trust and agency accounts-recoveries$021
Investment management and investment advisory agency accounts recoveries$42,0005
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$142,00035
Fiduciary settlements, surcharges, and other losses, managed accounts$98,00030
Employee benefit and retirement-related gross losses for managed accounts$4,00036
Gross losses for investment management and investment managed accounts$11,00037
Gross losses for other fiduciary accounts and related managed accounts$29,00011
Gross losses for non-managed accounts$43,00036
Fiduciary settlements, surcharges, and other losses$41,00010
Employee benefit and retirement-related trust and agency accounts, non-managed$2,00045
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$017
Other fiduciary accounts and related services-gross losses nonmanaged asts$058
Recoveries fiduciary and related services income$82,00021
Fiduciary settlements, surcharges, and other - recoveries$20,00021
Employee benefit and retirement-related trust and agency accounts-recoveries$019
Investment management and investment advisory agency accounts recoveries$1,00016
Other fiduciary accounts and related services-recoveries$61,00010
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$379,00020
Fiduciary settlements, surcharges, and other losses, managed accounts$336,00014
Employee benefit and retirement-related gross losses for managed accounts$4,00041
Gross losses for investment management and investment managed accounts$090
Gross losses for other fiduciary accounts and related managed accounts$39,00016
Gross losses for non-managed accounts$294,00020
Fiduciary settlements, surcharges, and other losses$117,0006
Employee benefit and retirement-related trust and agency accounts, non-managed$8,00031
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$2,00013
Other fiduciary accounts and related services-gross losses nonmanaged asts$167,00015
Recoveries fiduciary and related services income$284,00013
Fiduciary settlements, surcharges, and other - recoveries$268,0003
Employee benefit and retirement-related trust and agency accounts-recoveries$1,00021
Investment management and investment advisory agency accounts recoveries$1,00027
Other fiduciary accounts and related services-recoveries$14,00021
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$866,00014
Fiduciary settlements, surcharges, and other losses, managed accounts$306,00012
Employee benefit and retirement-related gross losses for managed accounts$35,00013
Gross losses for investment management and investment managed accounts$21,00031
Gross losses for other fiduciary accounts and related managed accounts$504,0005
Gross losses for non-managed accounts$431,00019
Fiduciary settlements, surcharges, and other losses$245,0006
Employee benefit and retirement-related trust and agency accounts, non-managed$6,00035
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$1,00020
Other fiduciary accounts and related services-gross losses nonmanaged asts$179,00017
Recoveries fiduciary and related services income$288,00011
Fiduciary settlements, surcharges, and other - recoveries$234,0005
Employee benefit and retirement-related trust and agency accounts-recoveries$1,00018
Investment management and investment advisory agency accounts recoveries$1,00015
Other fiduciary accounts and related services-recoveries$52,0008
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$559,00017
Fiduciary settlements, surcharges, and other losses, managed accounts$456,00013
Employee benefit and retirement-related gross losses for managed accounts$84,0005
Gross losses for investment management and investment managed accounts$13,00029
Gross losses for other fiduciary accounts and related managed accounts$6,00028
Gross losses for non-managed accounts$764,00015
Fiduciary settlements, surcharges, and other losses$81,0009
Employee benefit and retirement-related trust and agency accounts, non-managed$8,00026
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$675,00013
Recoveries fiduciary and related services income$8,00038
Fiduciary settlements, surcharges, and other - recoveries$7,00014
Employee benefit and retirement-related trust and agency accounts-recoveries$1,00022
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$468,00018
Fiduciary settlements, surcharges, and other losses, managed accounts$404,00011
Employee benefit and retirement-related gross losses for managed accounts$12,00023
Gross losses for investment management and investment managed accounts$8,00052
Gross losses for other fiduciary accounts and related managed accounts$44,00015
Gross losses for non-managed accounts$238,00019
Fiduciary settlements, surcharges, and other losses$38,00010
Employee benefit and retirement-related trust and agency accounts, non-managed$76,00013
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$4,00012
Other fiduciary accounts and related services-gross losses nonmanaged asts$120,00020
Recoveries fiduciary and related services income$12,00034
Fiduciary settlements, surcharges, and other - recoveries$2,00021
Employee benefit and retirement-related trust and agency accounts-recoveries$2,00017
Investment management and investment advisory agency accounts recoveries$022
Other fiduciary accounts and related services-recoveries$8,00019
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$217,00028
Fiduciary settlements, surcharges, and other losses, managed accounts$169,00020
Employee benefit and retirement-related gross losses for managed accounts$12,00025
Gross losses for investment management and investment managed accounts$076
Gross losses for other fiduciary accounts and related managed accounts$36,00012
Gross losses for non-managed accounts$377,00019
Fiduciary settlements, surcharges, and other losses$37,00012
Employee benefit and retirement-related trust and agency accounts, non-managed$44,00017
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$296,00017
Recoveries fiduciary and related services income$254,00015
Fiduciary settlements, surcharges, and other - recoveries$252,0008
Employee benefit and retirement-related trust and agency accounts-recoveries$2,00020
Investment management and investment advisory agency accounts recoveries$025
Other fiduciary accounts and related services-recoveries$029
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$381,00018
Fiduciary settlements, surcharges, and other losses, managed accounts$381,00012
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$085
Gross losses for other fiduciary accounts and related managed accounts$041
Gross losses for non-managed accounts$815,00014
Fiduciary settlements, surcharges, and other losses$358,0008
Employee benefit and retirement-related trust and agency accounts, non-managed$453,0005
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$016
Other fiduciary accounts and related services-gross losses nonmanaged asts$4,00038
Recoveries fiduciary and related services income$114,00016
Fiduciary settlements, surcharges, and other - recoveries$104,00010
Employee benefit and retirement-related trust and agency accounts-recoveries$3,00023
Investment management and investment advisory agency accounts recoveries$024
Other fiduciary accounts and related services-recoveries$7,00019
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$1,334,0009
Fiduciary settlements, surcharges, and other losses, managed accounts$763,0008
Employee benefit and retirement-related gross losses for managed accounts$4,00045
Gross losses for investment management and investment managed accounts$501,0007
Gross losses for other fiduciary accounts and related managed accounts$66,0009
Gross losses for non-managed accounts$420,00018
Fiduciary settlements, surcharges, and other losses$85,0007
Employee benefit and retirement-related trust and agency accounts, non-managed$316,0005
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$016
Other fiduciary accounts and related services-gross losses nonmanaged asts$19,00025
Recoveries fiduciary and related services income$178,00013
Fiduciary settlements, surcharges, and other - recoveries$10,00017
Employee benefit and retirement-related trust and agency accounts-recoveries$1,00023
Investment management and investment advisory agency accounts recoveries$021
Other fiduciary accounts and related services-recoveries$167,0008
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$920,00018
Fiduciary settlements, surcharges, and other losses, managed accounts$679,00012
Employee benefit and retirement-related gross losses for managed accounts$59,00016
Gross losses for investment management and investment managed accounts$175,00013
Gross losses for other fiduciary accounts and related managed accounts$7,00026
Gross losses for non-managed accounts$295,00018
Fiduciary settlements, surcharges, and other losses$210,0005
Employee benefit and retirement-related trust and agency accounts, non-managed$62,00021
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$5,00015
Other fiduciary accounts and related services-gross losses nonmanaged asts$18,00030
Recoveries fiduciary and related services income$10,00040
Fiduciary settlements, surcharges, and other - recoveries$5,00029
Employee benefit and retirement-related trust and agency accounts-recoveries$5,00010
Investment management and investment advisory agency accounts recoveries$027
Other fiduciary accounts and related services-recoveries$034
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