MML INVESTORS SERVICES, LLC
CRD #10409 SEC #801-44264 SPRINGFIELD, MA (413)737-8400
SEC Registered Broker-Dealer Disclosures
Total AUM
$90B
Discretionary
$53.1B
Employees
7,056
Clients
--
Accounts
392,820
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Nov 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Oct 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Oct 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Aug 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Jul 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Jul 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| May 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| May 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| May 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| May 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Mar 2025 | $90B | $53.1B | $36.9B | 7,056 | 0 |
| Feb 2025 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Dec 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Dec 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Nov 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Nov 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Nov 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Oct 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Oct 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Aug 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Jul 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Apr 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Apr 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Mar 2024 | $72.8B | $41.8B | $31B | 7,130 | 0 |
| Mar 2024 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Mar 2024 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Feb 2024 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Jan 2024 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Dec 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Oct 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Oct 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Oct 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Oct 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Sep 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Sep 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Aug 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Aug 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Aug 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Jun 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Jun 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| May 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| May 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| May 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| May 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| May 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| May 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Apr 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Apr 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Mar 2023 | $58.8B | $32.5B | $26.3B | 7,379 | 0 |
| Mar 2023 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Feb 2023 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Dec 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Oct 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Oct 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Oct 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Sep 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Sep 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Aug 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Aug 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Jul 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Jul 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Jun 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Mar 2022 | $62.9B | $33.3B | $29.6B | 7,620 | 0 |
| Feb 2022 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Jan 2022 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Jan 2022 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Jan 2022 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Jan 2022 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Dec 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Nov 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Nov 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Nov 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Oct 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Oct 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Sep 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Sep 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Aug 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Jul 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Jul 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Jun 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Apr 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Mar 2021 | $49B | $24.3B | $24.7B | 7,955 | 0 |
| Mar 2021 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Mar 2021 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Mar 2021 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Feb 2021 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jan 2021 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jan 2021 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Dec 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Nov 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Nov 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Nov 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Oct 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Sep 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Aug 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Aug 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jul 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jul 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jul 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jun 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jun 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jun 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Jun 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| May 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Apr 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Apr 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Mar 2020 | $39.6B | $18.3B | $21.3B | 7,471 | 0 |
| Feb 2020 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Feb 2020 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Jan 2020 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Jan 2020 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Dec 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Nov 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Nov 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Oct 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Oct 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Jul 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Jul 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Jun 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| May 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Apr 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Apr 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Mar 2019 | $30.1B | $14.5B | $15.6B | 7,805 | 0 |
| Mar 2019 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Feb 2019 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Feb 2019 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Dec 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Nov 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Nov 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Sep 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Sep 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Sep 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Sep 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Aug 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Aug 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Aug 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Jul 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Jun 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Jun 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Jun 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| May 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Apr 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Apr 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Apr 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Mar 2018 | $28.7B | $12.6B | $16B | 8,095 | 0 |
| Jan 2018 | $25.6B | $8.1B | $17.6B | 9,943 | 0 |
| Jan 2018 | $25.6B | $8.1B | $17.6B | 9,943 | 0 |
| Nov 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 0 |
| Aug 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Aug 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Jul 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Jul 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Jul 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Jul 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Jun 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Jun 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| May 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| May 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Apr 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Apr 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Mar 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Mar 2017 | $25.6B | $8.1B | $17.6B | 9,943 | 145,793 |
| Dec 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Nov 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Oct 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Aug 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Jul 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Jun 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Jun 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| May 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Mar 2016 | $666.2M | $297.9M | $368.3M | 5,217 | 47,200 |
| Dec 2015 | $766.7M | $316.2M | $450.5M | 5,196 | 40,700 |
| Nov 2015 | $766.7M | $316.2M | $450.5M | 5,196 | 40,700 |
| Oct 2015 | $766.7M | $316.2M | $450.5M | 5,196 | 40,700 |
| Sep 2015 | $766.7M | $316.2M | $450.5M | 5,196 | 40,700 |
| Sep 2015 | $766.7M | $316.2M | $450.5M | 5,196 | 40,700 |
| Jul 2015 | $766.7M | $316.2M | $450.5M | 5,196 | 40,700 |
| Mar 2015 | $766.7M | $316.2M | $450.5M | 5,196 | 40,700 |
| Jan 2015 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Dec 2014 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Dec 2014 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Sep 2014 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Sep 2014 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Jun 2014 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Apr 2014 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Mar 2014 | $728.1M | $222.5M | $505.5M | 4,429 | 34,100 |
| Feb 2014 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Dec 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Sep 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Sep 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Sep 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Jul 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| May 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Apr 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Apr 2013 | $756.5M | $322.4M | $434.1M | 4,806 | 25,500 |
| Feb 2013 | $883.7M | $461M | $422.7M | 5,999 | 23,500 |
| Feb 2013 | $883.7M | $461M | $422.7M | 5,999 | 23,500 |
| Jan 2013 | $883.7M | $461M | $422.7M | 5,999 | 23,500 |
| Jan 2013 | $883.7M | $461M | $422.7M | 5,999 | 23,500 |
| Dec 2012 | $883.7M | $461M | $422.7M | 5,999 | 23,500 |
| Nov 2012 | $883.7M | $461M | $422.7M | 5,999 | 23,500 |
| Oct 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Aug 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Aug 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Jul 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Jul 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Jul 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Apr 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Apr 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Mar 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Mar 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Feb 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Feb 2012 | $883.7M | $461M | $422.7M | -- | 23,500 |
| Dec 2011 | $918.2M | $482.2M | $436M | -- | 31,500 |
| Dec 2011 | $918.2M | $482.2M | $436M | -- | 31,500 |
| Jul 2011 | $918.2M | $482.2M | $436M | -- | -- |
| Jul 2011 | $918.2M | $482.2M | $436M | -- | -- |
| Jul 2011 | $918.2M | $482.2M | $436M | -- | -- |
| Jun 2011 | $918.2M | $482.2M | $436M | -- | -- |
| Jun 2011 | $918.2M | $482.2M | $436M | -- | -- |
| Jun 2011 | $918.2M | $482.2M | $436M | -- | -- |
| May 2011 | $918.2M | $482.2M | $436M | -- | -- |
| Mar 2011 | $918.2M | $482.2M | $436M | -- | -- |
| Feb 2011 | $1B | $553.6M | $462.5M | -- | -- |
| Jan 2011 | $1B | $553.6M | $462.5M | -- | -- |
| Oct 2010 | $1B | $553.6M | $462.5M | -- | -- |
| Aug 2010 | $1B | $553.6M | $462.5M | -- | -- |
| Jul 2010 | $1B | $553.6M | $462.5M | -- | -- |
| Jun 2010 | $1B | $553.6M | $462.5M | -- | -- |
| Mar 2010 | $1B | $553.6M | $462.5M | -- | -- |
| Jan 2010 | $1.4B | $605.4M | $764.7M | -- | -- |
| Sep 2009 | $1.4B | $605.4M | $764.7M | -- | -- |
| Apr 2009 | $1.4B | $605.4M | $764.7M | -- | -- |
| Mar 2009 | $1.4B | $605.4M | $764.7M | -- | -- |
| Feb 2009 | $1.8B | $1.1B | $681.6M | -- | -- |
| Sep 2008 | $1.8B | $1.1B | $681.6M | -- | -- |
| Mar 2008 | $1.6B | $1.1B | $534.5M | -- | -- |
| Jan 2008 | $1.6B | $1.1B | $534.5M | -- | -- |
| Dec 2007 | $1.6B | $1.1B | $534.5M | -- | -- |
| May 2007 | $1.6B | $1.1B | $534.5M | -- | -- |
| May 2007 | $1.6B | $1.1B | $534.5M | -- | -- |
| Apr 2007 | $1.6B | $1.1B | $534.5M | -- | -- |
| Mar 2007 | $1.6B | $1.1B | $534.5M | -- | -- |
| Jan 2007 | $1.3B | $871.2M | $404.2M | -- | -- |
| Dec 2006 | $1.3B | $871.2M | $404.2M | -- | -- |
| Feb 2006 | $1B | $735M | $287.8M | -- | -- |
| Feb 2006 | $1B | $735M | $287.8M | -- | -- |
| Jan 2006 | $1B | $735M | $287.8M | -- | -- |
| Nov 2005 | $1B | $735M | $287.8M | -- | -- |
| Sep 2005 | $1B | $735M | $287.8M | -- | -- |
| Jun 2005 | $1B | $735M | $287.8M | -- | -- |
| May 2005 | $1B | $735M | $287.8M | -- | -- |
| Aug 2004 | $215.3M | $0 | $215.3M | -- | -- |
| Aug 2004 | $215.3M | $0 | $215.3M | -- | -- |
| May 2004 | $215.3M | $0 | $215.3M | -- | -- |
| Mar 2004 | $215.3M | $0 | $215.3M | -- | -- |
| Dec 2003 | $105.4M | $0 | $105.4M | -- | -- |
| Nov 2003 | $105.4M | $0 | $105.4M | -- | -- |
| Oct 2003 | $105.4M | $0 | $105.4M | -- | -- |
| Apr 2002 | $66.2M | $0 | $66.2M | -- | -- |
| Apr 2002 | $66.2M | $0 | $66.2M | -- | -- |
| Sep 2001 | $36.2M | $0 | $36.2M | -- | -- |
| Jul 2001 | $36.2M | $0 | $36.2M | -- | -- |
| Jun 2001 | $36.2M | $0 | $36.2M | -- | -- |
DateDec 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateNov 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateOct 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateOct 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateAug 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateJul 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateJul 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateMay 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateMay 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateMay 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateMay 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateMar 2025
Total AUM$90B
Discretionary$53.1B
Non-Disc.$36.9B
Employees7,056
Clients0
DateFeb 2025
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateDec 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateDec 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateNov 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateNov 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateNov 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateOct 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateOct 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateAug 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateJul 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateApr 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateApr 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateMar 2024
Total AUM$72.8B
Discretionary$41.8B
Non-Disc.$31B
Employees7,130
Clients0
DateMar 2024
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMar 2024
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateFeb 2024
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateJan 2024
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateDec 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateOct 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateOct 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateOct 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateOct 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateSep 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateSep 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateAug 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateAug 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateAug 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateJun 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateJun 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMay 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMay 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMay 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMay 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMay 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMay 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateApr 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateApr 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMar 2023
Total AUM$58.8B
Discretionary$32.5B
Non-Disc.$26.3B
Employees7,379
Clients0
DateMar 2023
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateFeb 2023
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateDec 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateOct 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateOct 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateOct 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateSep 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateSep 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateAug 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateAug 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateJul 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateJul 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateJun 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateMar 2022
Total AUM$62.9B
Discretionary$33.3B
Non-Disc.$29.6B
Employees7,620
Clients0
DateFeb 2022
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateJan 2022
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateJan 2022
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateJan 2022
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateJan 2022
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateDec 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateNov 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateNov 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateNov 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateOct 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateOct 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateSep 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateSep 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateAug 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateJul 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateJul 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateJun 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateApr 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateMar 2021
Total AUM$49B
Discretionary$24.3B
Non-Disc.$24.7B
Employees7,955
Clients0
DateMar 2021
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateMar 2021
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateMar 2021
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateFeb 2021
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJan 2021
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJan 2021
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateDec 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateNov 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateNov 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateNov 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateOct 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateSep 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateAug 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateAug 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJul 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJul 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJul 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJun 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJun 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJun 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateJun 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateMay 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateApr 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateApr 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateMar 2020
Total AUM$39.6B
Discretionary$18.3B
Non-Disc.$21.3B
Employees7,471
Clients0
DateFeb 2020
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateFeb 2020
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateJan 2020
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateJan 2020
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateDec 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateNov 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateNov 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateOct 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateOct 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateJul 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateJul 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateJun 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateMay 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateApr 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateApr 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateMar 2019
Total AUM$30.1B
Discretionary$14.5B
Non-Disc.$15.6B
Employees7,805
Clients0
DateMar 2019
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateFeb 2019
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateFeb 2019
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateDec 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateNov 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateNov 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateSep 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateSep 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateSep 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateSep 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateAug 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateAug 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateAug 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateJul 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateJun 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateJun 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateJun 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateMay 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateApr 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateApr 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateApr 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateMar 2018
Total AUM$28.7B
Discretionary$12.6B
Non-Disc.$16B
Employees8,095
Clients0
DateJan 2018
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients0
DateJan 2018
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients0
DateNov 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients0
DateAug 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateAug 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateJul 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateJul 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateJul 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateJul 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateJun 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateJun 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateMay 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateMay 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateApr 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateApr 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateMar 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateMar 2017
Total AUM$25.6B
Discretionary$8.1B
Non-Disc.$17.6B
Employees9,943
Clients145,793
DateDec 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateNov 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateOct 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateAug 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateJul 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateJun 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateJun 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateMay 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateMar 2016
Total AUM$666.2M
Discretionary$297.9M
Non-Disc.$368.3M
Employees5,217
Clients47,200
DateDec 2015
Total AUM$766.7M
Discretionary$316.2M
Non-Disc.$450.5M
Employees5,196
Clients40,700
DateNov 2015
Total AUM$766.7M
Discretionary$316.2M
Non-Disc.$450.5M
Employees5,196
Clients40,700
DateOct 2015
Total AUM$766.7M
Discretionary$316.2M
Non-Disc.$450.5M
Employees5,196
Clients40,700
DateSep 2015
Total AUM$766.7M
Discretionary$316.2M
Non-Disc.$450.5M
Employees5,196
Clients40,700
DateSep 2015
Total AUM$766.7M
Discretionary$316.2M
Non-Disc.$450.5M
Employees5,196
Clients40,700
DateJul 2015
Total AUM$766.7M
Discretionary$316.2M
Non-Disc.$450.5M
Employees5,196
Clients40,700
DateMar 2015
Total AUM$766.7M
Discretionary$316.2M
Non-Disc.$450.5M
Employees5,196
Clients40,700
DateJan 2015
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateDec 2014
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateDec 2014
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateSep 2014
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateSep 2014
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateJun 2014
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateApr 2014
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateMar 2014
Total AUM$728.1M
Discretionary$222.5M
Non-Disc.$505.5M
Employees4,429
Clients34,100
DateFeb 2014
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateDec 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateSep 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateSep 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateSep 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateJul 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateMay 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateApr 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateApr 2013
Total AUM$756.5M
Discretionary$322.4M
Non-Disc.$434.1M
Employees4,806
Clients25,500
DateFeb 2013
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees5,999
Clients23,500
DateFeb 2013
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees5,999
Clients23,500
DateJan 2013
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees5,999
Clients23,500
DateJan 2013
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees5,999
Clients23,500
DateDec 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees5,999
Clients23,500
DateNov 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees5,999
Clients23,500
DateOct 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateAug 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateAug 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateJul 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateJul 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateJul 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateApr 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateApr 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateMar 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateMar 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateFeb 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateFeb 2012
Total AUM$883.7M
Discretionary$461M
Non-Disc.$422.7M
Employees--
Clients23,500
DateDec 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients31,500
DateDec 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients31,500
DateJul 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateJul 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateJul 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateJun 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateJun 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateJun 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateMay 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateMar 2011
Total AUM$918.2M
Discretionary$482.2M
Non-Disc.$436M
Employees--
Clients--
DateFeb 2011
Total AUM$1B
Discretionary$553.6M
Non-Disc.$462.5M
Employees--
Clients--
DateJan 2011
Total AUM$1B
Discretionary$553.6M
Non-Disc.$462.5M
Employees--
Clients--
DateOct 2010
Total AUM$1B
Discretionary$553.6M
Non-Disc.$462.5M
Employees--
Clients--
DateAug 2010
Total AUM$1B
Discretionary$553.6M
Non-Disc.$462.5M
Employees--
Clients--
DateJul 2010
Total AUM$1B
Discretionary$553.6M
Non-Disc.$462.5M
Employees--
Clients--
DateJun 2010
Total AUM$1B
Discretionary$553.6M
Non-Disc.$462.5M
Employees--
Clients--
DateMar 2010
Total AUM$1B
Discretionary$553.6M
Non-Disc.$462.5M
Employees--
Clients--
DateJan 2010
Total AUM$1.4B
Discretionary$605.4M
Non-Disc.$764.7M
Employees--
Clients--
DateSep 2009
Total AUM$1.4B
Discretionary$605.4M
Non-Disc.$764.7M
Employees--
Clients--
DateApr 2009
Total AUM$1.4B
Discretionary$605.4M
Non-Disc.$764.7M
Employees--
Clients--
DateMar 2009
Total AUM$1.4B
Discretionary$605.4M
Non-Disc.$764.7M
Employees--
Clients--
DateFeb 2009
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$681.6M
Employees--
Clients--
DateSep 2008
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$681.6M
Employees--
Clients--
DateMar 2008
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$534.5M
Employees--
Clients--
DateJan 2008
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$534.5M
Employees--
Clients--
DateDec 2007
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$534.5M
Employees--
Clients--
DateMay 2007
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$534.5M
Employees--
Clients--
DateMay 2007
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$534.5M
Employees--
Clients--
DateApr 2007
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$534.5M
Employees--
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$534.5M
Employees--
Clients--
DateJan 2007
Total AUM$1.3B
Discretionary$871.2M
Non-Disc.$404.2M
Employees--
Clients--
DateDec 2006
Total AUM$1.3B
Discretionary$871.2M
Non-Disc.$404.2M
Employees--
Clients--
DateFeb 2006
Total AUM$1B
Discretionary$735M
Non-Disc.$287.8M
Employees--
Clients--
DateFeb 2006
Total AUM$1B
Discretionary$735M
Non-Disc.$287.8M
Employees--
Clients--
DateJan 2006
Total AUM$1B
Discretionary$735M
Non-Disc.$287.8M
Employees--
Clients--
DateNov 2005
Total AUM$1B
Discretionary$735M
Non-Disc.$287.8M
Employees--
Clients--
DateSep 2005
Total AUM$1B
Discretionary$735M
Non-Disc.$287.8M
Employees--
Clients--
DateJun 2005
Total AUM$1B
Discretionary$735M
Non-Disc.$287.8M
Employees--
Clients--
DateMay 2005
Total AUM$1B
Discretionary$735M
Non-Disc.$287.8M
Employees--
Clients--
DateAug 2004
Total AUM$215.3M
Discretionary$0
Non-Disc.$215.3M
Employees--
Clients--
DateAug 2004
Total AUM$215.3M
Discretionary$0
Non-Disc.$215.3M
Employees--
Clients--
DateMay 2004
Total AUM$215.3M
Discretionary$0
Non-Disc.$215.3M
Employees--
Clients--
DateMar 2004
Total AUM$215.3M
Discretionary$0
Non-Disc.$215.3M
Employees--
Clients--
DateDec 2003
Total AUM$105.4M
Discretionary$0
Non-Disc.$105.4M
Employees--
Clients--
DateNov 2003
Total AUM$105.4M
Discretionary$0
Non-Disc.$105.4M
Employees--
Clients--
DateOct 2003
Total AUM$105.4M
Discretionary$0
Non-Disc.$105.4M
Employees--
Clients--
DateApr 2002
Total AUM$66.2M
Discretionary$0
Non-Disc.$66.2M
Employees--
Clients--
DateApr 2002
Total AUM$66.2M
Discretionary$0
Non-Disc.$66.2M
Employees--
Clients--
DateSep 2001
Total AUM$36.2M
Discretionary$0
Non-Disc.$36.2M
Employees--
Clients--
DateJul 2001
Total AUM$36.2M
Discretionary$0
Non-Disc.$36.2M
Employees--
Clients--
DateJun 2001
Total AUM$36.2M
Discretionary$0
Non-Disc.$36.2M
Employees--
Clients--