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KeyBank, Fiduciary settlements, surcharges, and other losses

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$620,00019
Fiduciary settlements, surcharges, and other losses, managed accounts$178,00020
Employee benefit and retirement-related gross losses for managed accounts$45,00018
Gross losses for investment management and investment managed accounts$397,00010
Gross losses for other fiduciary accounts and related managed accounts$053
Gross losses for non-managed accounts$123,00026
Fiduciary settlements, surcharges, and other losses$16,00014
Employee benefit and retirement-related trust and agency accounts, non-managed$049
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$70,0006
Other fiduciary accounts and related services-gross losses nonmanaged asts$37,00024
Recoveries fiduciary and related services income$38,00033
Fiduciary settlements, surcharges, and other - recoveries$5,00017
Employee benefit and retirement-related trust and agency accounts-recoveries$021
Investment management and investment advisory agency accounts recoveries$25,0008
Other fiduciary accounts and related services-recoveries$8,00017
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$478,00016
Fiduciary settlements, surcharges, and other losses, managed accounts$219,00015
Employee benefit and retirement-related gross losses for managed accounts$13,00018
Gross losses for investment management and investment managed accounts$241,00013
Gross losses for other fiduciary accounts and related managed accounts$5,00027
Gross losses for non-managed accounts$65,00028
Fiduciary settlements, surcharges, and other losses$12,00012
Employee benefit and retirement-related trust and agency accounts, non-managed$048
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$6,00011
Other fiduciary accounts and related services-gross losses nonmanaged asts$47,00022
Recoveries fiduciary and related services income$57,00017
Fiduciary settlements, surcharges, and other - recoveries$29,00015
Employee benefit and retirement-related trust and agency accounts-recoveries$16,0005
Investment management and investment advisory agency accounts recoveries$12,00010
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$1,221,00010
Fiduciary settlements, surcharges, and other losses, managed accounts$975,0008
Employee benefit and retirement-related gross losses for managed accounts$160,0006
Gross losses for investment management and investment managed accounts$86,00015
Gross losses for other fiduciary accounts and related managed accounts$046
Gross losses for non-managed accounts$230,00025
Fiduciary settlements, surcharges, and other losses$117,0007
Employee benefit and retirement-related trust and agency accounts, non-managed$75,00017
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$13,0009
Other fiduciary accounts and related services-gross losses nonmanaged asts$25,00033
Recoveries fiduciary and related services income$579,0008
Fiduciary settlements, surcharges, and other - recoveries$578,0005
Employee benefit and retirement-related trust and agency accounts-recoveries$021
Investment management and investment advisory agency accounts recoveries$1,00017
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$609,00017
Fiduciary settlements, surcharges, and other losses, managed accounts$502,00012
Employee benefit and retirement-related gross losses for managed accounts$19,00019
Gross losses for investment management and investment managed accounts$88,00014
Gross losses for other fiduciary accounts and related managed accounts$038
Gross losses for non-managed accounts$182,00020
Fiduciary settlements, surcharges, and other losses$17,00012
Employee benefit and retirement-related trust and agency accounts, non-managed$144,00011
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$10,0006
Other fiduciary accounts and related services-gross losses nonmanaged asts$11,00033
Recoveries fiduciary and related services income$64,00023
Fiduciary settlements, surcharges, and other - recoveries$50,00013
Employee benefit and retirement-related trust and agency accounts-recoveries$6,0007
Investment management and investment advisory agency accounts recoveries$8,0007
Other fiduciary accounts and related services-recoveries$038
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$397,00019
Fiduciary settlements, surcharges, and other losses, managed accounts$397,00013
Employee benefit and retirement-related gross losses for managed accounts$072
Gross losses for investment management and investment managed accounts$090
Gross losses for other fiduciary accounts and related managed accounts$040
Gross losses for non-managed accounts$50,00038
Fiduciary settlements, surcharges, and other losses$50,0008
Employee benefit and retirement-related trust and agency accounts, non-managed$054
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$058
Recoveries fiduciary and related services income$123,00022
Fiduciary settlements, surcharges, and other - recoveries$118,0006
Employee benefit and retirement-related trust and agency accounts-recoveries$5,00011
Investment management and investment advisory agency accounts recoveries$034
Other fiduciary accounts and related services-recoveries$032
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$830,00016
Fiduciary settlements, surcharges, and other losses, managed accounts$830,0007
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$084
Gross losses for other fiduciary accounts and related managed accounts$046
Gross losses for non-managed accounts$0106
Fiduciary settlements, surcharges, and other losses$031
Employee benefit and retirement-related trust and agency accounts, non-managed$061
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$025
Other fiduciary accounts and related services-gross losses nonmanaged asts$063
Recoveries fiduciary and related services income$42,00020
Fiduciary settlements, surcharges, and other - recoveries$42,0008
Employee benefit and retirement-related trust and agency accounts-recoveries$026
Investment management and investment advisory agency accounts recoveries$026
Other fiduciary accounts and related services-recoveries$037
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$588,00016
Fiduciary settlements, surcharges, and other losses, managed accounts$588,00010
Employee benefit and retirement-related gross losses for managed accounts$065
Gross losses for investment management and investment managed accounts$085
Gross losses for other fiduciary accounts and related managed accounts$052
Gross losses for non-managed accounts$22,00046
Fiduciary settlements, surcharges, and other losses$11,00015
Employee benefit and retirement-related trust and agency accounts, non-managed$11,00023
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$056
Recoveries fiduciary and related services income$48,00021
Fiduciary settlements, surcharges, and other - recoveries$47,0008
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$223,00029
Fiduciary settlements, surcharges, and other losses, managed accounts$187,00021
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$35,00027
Gross losses for other fiduciary accounts and related managed accounts$1,00042
Gross losses for non-managed accounts$150,00023
Fiduciary settlements, surcharges, and other losses$74,0008
Employee benefit and retirement-related trust and agency accounts, non-managed$1,00056
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$75,00022
Recoveries fiduciary and related services income$25,00024
Fiduciary settlements, surcharges, and other - recoveries$16,00013
Employee benefit and retirement-related trust and agency accounts-recoveries$028
Investment management and investment advisory agency accounts recoveries$022
Other fiduciary accounts and related services-recoveries$9,00017
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$304,00024
Fiduciary settlements, surcharges, and other losses, managed accounts$138,00022
Employee benefit and retirement-related gross losses for managed accounts$075
Gross losses for investment management and investment managed accounts$98,00014
Gross losses for other fiduciary accounts and related managed accounts$68,0008
Gross losses for non-managed accounts$15,00052
Fiduciary settlements, surcharges, and other losses$9,00020
Employee benefit and retirement-related trust and agency accounts, non-managed$1,00049
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$5,00036
Recoveries fiduciary and related services income$26,00027
Fiduciary settlements, surcharges, and other - recoveries$23,00018
Employee benefit and retirement-related trust and agency accounts-recoveries$3,00016
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$248,00023
Fiduciary settlements, surcharges, and other losses, managed accounts$200,00022
Employee benefit and retirement-related gross losses for managed accounts$5,00034
Gross losses for investment management and investment managed accounts$41,00024
Gross losses for other fiduciary accounts and related managed accounts$2,00028
Gross losses for non-managed accounts$27,00051
Fiduciary settlements, surcharges, and other losses$13,00016
Employee benefit and retirement-related trust and agency accounts, non-managed$065
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$016
Other fiduciary accounts and related services-gross losses nonmanaged asts$14,00030
Recoveries fiduciary and related services income$7,00049
Fiduciary settlements, surcharges, and other - recoveries$7,00025
Employee benefit and retirement-related trust and agency accounts-recoveries$030
Investment management and investment advisory agency accounts recoveries$024
Other fiduciary accounts and related services-recoveries$032
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$142,00037
Fiduciary settlements, surcharges, and other losses, managed accounts$86,00030
Employee benefit and retirement-related gross losses for managed accounts$5,00042
Gross losses for investment management and investment managed accounts$51,00022
Gross losses for other fiduciary accounts and related managed accounts$033
Gross losses for non-managed accounts$12,00045
Fiduciary settlements, surcharges, and other losses$10,00015
Employee benefit and retirement-related trust and agency accounts, non-managed$2,00040
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$016
Other fiduciary accounts and related services-gross losses nonmanaged asts$056
Recoveries fiduciary and related services income$45,00024
Fiduciary settlements, surcharges, and other - recoveries$7,00020
Employee benefit and retirement-related trust and agency accounts-recoveries$032
Investment management and investment advisory agency accounts recoveries$021
Other fiduciary accounts and related services-recoveries$38,00012
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$404,00025
Fiduciary settlements, surcharges, and other losses, managed accounts$349,00014
Employee benefit and retirement-related gross losses for managed accounts$22,00030
Gross losses for investment management and investment managed accounts$33,00034
Gross losses for other fiduciary accounts and related managed accounts$050
Gross losses for non-managed accounts$81,00031
Fiduciary settlements, surcharges, and other losses$13,00015
Employee benefit and retirement-related trust and agency accounts, non-managed$46,00022
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$1,00021
Other fiduciary accounts and related services-gross losses nonmanaged asts$21,00027
Recoveries fiduciary and related services income$23,00032
Fiduciary settlements, surcharges, and other - recoveries$21,00014
Employee benefit and retirement-related trust and agency accounts-recoveries$029
Investment management and investment advisory agency accounts recoveries$2,00019
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