STRATOS WEALTH PARTNERS, LTD
CRD #153184 SEC #801-71457 BEACHWOOD, OH 440-519-2500
SEC Registered
Total AUM
$14.5B
Discretionary
$13.8B
Employees
555
Clients
--
Accounts
39,538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Nov 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Nov 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Oct 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Oct 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Oct 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Oct 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Oct 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Oct 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Oct 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Sep 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Sep 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Sep 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Sep 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Aug 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Aug 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jul 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jul 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jul 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jun 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jun 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jun 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jun 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jun 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jun 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Jun 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| May 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| May 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| May 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| May 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| May 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Apr 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Apr 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Apr 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Apr 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Mar 2025 | $14.5B | $13.8B | $658.9M | 555 | 275 |
| Feb 2025 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Feb 2025 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Feb 2025 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jan 2025 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jan 2025 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Dec 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Dec 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Dec 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Nov 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Oct 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Oct 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Oct 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Sep 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Sep 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Sep 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Aug 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Aug 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jul 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jul 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jul 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jun 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jun 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jun 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Jun 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| May 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| May 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| May 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Apr 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Apr 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Apr 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Mar 2024 | $12.5B | $11.8B | $725.2M | 562 | 173 |
| Feb 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Feb 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Feb 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Feb 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Feb 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jan 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jan 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jan 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jan 2024 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Dec 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Dec 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Nov 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Oct 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Sep 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Aug 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Aug 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jul 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jul 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jul 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Jun 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| May 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| May 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| May 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| May 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Apr 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Apr 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Mar 2023 | $10.3B | $9.6B | $684.7M | 525 | 150 |
| Feb 2023 | $11B | $10.1B | $928.4M | 497 | 732 |
| Feb 2023 | $11B | $10.1B | $928.4M | 497 | 732 |
| Jan 2023 | $11B | $10.1B | $928.4M | 497 | 732 |
| Jan 2023 | $11B | $10.1B | $928.4M | 497 | 732 |
| Jan 2023 | $11B | $10.1B | $928.4M | 497 | 732 |
| Dec 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Nov 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Nov 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Nov 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Oct 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Sep 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Sep 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Sep 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Aug 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Jun 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Jun 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Jun 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| May 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| May 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Apr 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Apr 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Mar 2022 | $11B | $10.1B | $928.4M | 497 | 732 |
| Mar 2022 | $8.5B | $7.8B | $680M | 464 | 463 |
| Feb 2022 | $8.5B | $7.8B | $680M | 464 | 463 |
| Feb 2022 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jan 2022 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jan 2022 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jan 2022 | $8.5B | $7.8B | $680M | 464 | 463 |
| Dec 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Dec 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Nov 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Nov 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Nov 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Oct 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Oct 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Sep 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Aug 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Aug 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Aug 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Aug 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Aug 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Aug 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Aug 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jul 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jun 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jun 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jun 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jun 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jun 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Jun 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| May 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| May 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Apr 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Mar 2021 | $8.5B | $7.8B | $680M | 464 | 463 |
| Mar 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Feb 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Feb 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Feb 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Feb 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Feb 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Feb 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jan 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jan 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jan 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jan 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jan 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jan 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jan 2021 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Dec 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Dec 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Dec 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Nov 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Oct 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Oct 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Oct 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Sep 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jul 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jul 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Jun 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| May 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Apr 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Apr 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Apr 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Apr 2020 | $5.7B | $5.1B | $587.7M | 476 | 356 |
| Mar 2020 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Feb 2020 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Feb 2020 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Jan 2020 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Jan 2020 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Jan 2020 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Dec 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Dec 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Dec 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Nov 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Nov 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Oct 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Oct 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Oct 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Sep 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Sep 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Aug 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Aug 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Aug 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Jul 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| May 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Mar 2019 | $5.4B | $4.9B | $498.4M | 481 | 313 |
| Mar 2019 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Feb 2019 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Jan 2019 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Dec 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Dec 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Nov 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Oct 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Sep 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Sep 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Sep 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Sep 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Aug 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Aug 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Aug 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Aug 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Jun 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Jun 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Jun 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| May 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| May 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| May 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Apr 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Apr 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Apr 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Mar 2018 | $5.8B | $5.2B | $623.5M | 479 | 191 |
| Mar 2018 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Mar 2018 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Jan 2018 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Jan 2018 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Jan 2018 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Jan 2018 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Jan 2018 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Dec 2017 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Dec 2017 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Nov 2017 | $4.3B | $3.9B | $350.8M | 421 | 190 |
| Sep 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Sep 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Aug 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Aug 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Jul 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Jun 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Jun 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Jun 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| May 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| May 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| May 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Apr 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Apr 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Apr 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Mar 2017 | $4.3B | $3.9B | $350.8M | 421 | 16,000 |
| Mar 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Mar 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Mar 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Mar 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Mar 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Mar 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Jan 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Jan 2017 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Dec 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Dec 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Dec 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Nov 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Nov 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Oct 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Oct 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Sep 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Aug 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Aug 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Aug 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Jul 2016 | $3.6B | $3.3B | $329.6M | 373 | 11,000 |
| Jul 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Jun 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Jun 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| May 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Apr 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Apr 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Apr 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Apr 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Mar 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Mar 2016 | $3.1B | $2.8B | $312.6M | 373 | 11,000 |
| Feb 2016 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Feb 2016 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Feb 2016 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Feb 2016 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Jan 2016 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Jan 2016 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Dec 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Dec 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Nov 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Nov 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Oct 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Oct 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Oct 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Oct 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Sep 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Sep 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Aug 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Aug 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Jul 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Jun 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| May 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| May 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| May 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Apr 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Apr 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Mar 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Feb 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Feb 2015 | $2.3B | $1.9B | $354.9M | 330 | 9,000 |
| Jan 2015 | $2.2B | $1.8B | $361.9M | 273 | 5,162 |
| Dec 2014 | $2.2B | $1.8B | $361.9M | 273 | 5,162 |
| Dec 2014 | $2.2B | $1.8B | $361.9M | 273 | 5,162 |
| Nov 2014 | $2.2B | $1.8B | $361.9M | 273 | 5,162 |
| Oct 2014 | $2.2B | $1.8B | $361.9M | 273 | 5,162 |
| Sep 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Sep 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Sep 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Aug 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Aug 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Jul 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Jul 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Jul 2014 | $2B | $1.5B | $517M | 273 | 5,162 |
| Jun 2014 | $1.9B | $1.5B | $327.3M | 273 | 5,162 |
| Jun 2014 | $1.9B | $1.5B | $327.3M | 273 | 5,162 |
| May 2014 | $1.9B | $1.5B | $327.3M | 273 | 5,162 |
| Apr 2014 | $1.9B | $1.5B | $327.3M | 273 | 5,162 |
| Mar 2014 | $1.9B | $1.5B | $327.3M | 273 | 5,162 |
| Mar 2014 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Feb 2014 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Nov 2013 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Oct 2013 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Sep 2013 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Aug 2013 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Aug 2013 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Mar 2013 | $1.1B | $860.7M | $198.4M | 245 | 4,223 |
| Mar 2013 | $551.3M | $379.3M | $172M | 98 | 2,289 |
| Jun 2012 | $551.3M | $379.3M | $172M | 51 | 2,289 |
| May 2012 | $551.3M | $379.3M | $172M | 51 | 2,289 |
| Apr 2012 | $551.3M | $379.3M | $172M | 51 | 2,289 |
| Mar 2012 | $551.3M | $379.3M | $172M | 51 | 2,289 |
| Mar 2012 | $551.3M | $379.3M | $172M | 51 | 2,289 |
| Mar 2012 | $551.3M | $379.3M | $172M | 51 | 2,289 |
| Aug 2011 | $313.3M | $181.1M | $132.2M | 51 | -- |
| Jun 2011 | $313.3M | $181.1M | $132.2M | 51 | -- |
| May 2011 | $313.3M | $181.1M | $132.2M | 51 | -- |
| Apr 2011 | $313.3M | $181.1M | $132.2M | 51 | -- |
| Apr 2011 | $313.3M | $181.1M | $132.2M | 51 | -- |
| Oct 2010 | $58.4M | $19.6M | $38.8M | 51 | -- |
| Aug 2010 | $0 | $0 | $0 | 51 | -- |
| Jun 2010 | $0 | $0 | $0 | 51 | -- |
| May 2010 | $0 | $0 | $0 | 51 | -- |
DateDec 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateNov 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateNov 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateOct 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateOct 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateOct 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateOct 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateOct 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateOct 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateOct 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateSep 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateSep 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateSep 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateSep 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateAug 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateAug 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJul 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJul 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJul 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJun 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJun 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJun 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJun 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJun 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJun 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateJun 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateMay 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateMay 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateMay 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateMay 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateMay 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateApr 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateApr 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateApr 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateApr 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateMar 2025
Total AUM$14.5B
Discretionary$13.8B
Non-Disc.$658.9M
Employees555
Clients275
DateFeb 2025
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateFeb 2025
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateFeb 2025
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJan 2025
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJan 2025
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateDec 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateDec 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateDec 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateNov 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateOct 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateOct 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateOct 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateSep 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateSep 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateSep 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateAug 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateAug 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJul 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJul 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJul 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJun 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJun 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJun 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateJun 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateMay 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateMay 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateMay 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateApr 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateApr 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateApr 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateMar 2024
Total AUM$12.5B
Discretionary$11.8B
Non-Disc.$725.2M
Employees562
Clients173
DateFeb 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateFeb 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateFeb 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateFeb 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateFeb 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJan 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJan 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJan 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJan 2024
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateDec 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateDec 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateNov 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateOct 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateSep 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateAug 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateAug 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJul 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJul 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJul 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateJun 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateMay 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateMay 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateMay 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateMay 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateApr 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateApr 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateMar 2023
Total AUM$10.3B
Discretionary$9.6B
Non-Disc.$684.7M
Employees525
Clients150
DateFeb 2023
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateFeb 2023
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateJan 2023
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateJan 2023
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateJan 2023
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateDec 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateNov 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateNov 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateNov 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateOct 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateSep 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateSep 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateSep 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateAug 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateJun 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateJun 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateJun 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateMay 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateMay 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateApr 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateApr 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateMar 2022
Total AUM$11B
Discretionary$10.1B
Non-Disc.$928.4M
Employees497
Clients732
DateMar 2022
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateFeb 2022
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateFeb 2022
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJan 2022
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJan 2022
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJan 2022
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateDec 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateDec 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateNov 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateNov 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateNov 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateOct 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateOct 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateSep 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateAug 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateAug 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateAug 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateAug 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateAug 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateAug 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateAug 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJul 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJun 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJun 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJun 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJun 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJun 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateJun 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateMay 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateMay 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateApr 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateMar 2021
Total AUM$8.5B
Discretionary$7.8B
Non-Disc.$680M
Employees464
Clients463
DateMar 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateFeb 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateFeb 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateFeb 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateFeb 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateFeb 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateFeb 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateDec 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateDec 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateDec 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateNov 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateOct 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateOct 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateOct 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateSep 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJul 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJul 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateJun 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateMay 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateApr 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateApr 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateApr 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateApr 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$587.7M
Employees476
Clients356
DateMar 2020
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateFeb 2020
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateFeb 2020
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateJan 2020
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateJan 2020
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateJan 2020
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateDec 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateDec 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateDec 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateNov 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateNov 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateOct 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateOct 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateOct 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateSep 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateSep 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateAug 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateAug 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateAug 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateJul 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateMay 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateMar 2019
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$498.4M
Employees481
Clients313
DateMar 2019
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateFeb 2019
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateJan 2019
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateDec 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateDec 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateNov 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateOct 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateSep 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateSep 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateSep 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateSep 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateAug 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateAug 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateAug 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateAug 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateJun 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateJun 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateJun 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateMay 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateMay 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateMay 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateApr 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateApr 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateApr 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateMar 2018
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$623.5M
Employees479
Clients191
DateMar 2018
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateMar 2018
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateJan 2018
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateJan 2018
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateJan 2018
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateJan 2018
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateJan 2018
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateDec 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateDec 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateNov 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients190
DateSep 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateSep 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateAug 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateAug 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateJul 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateJun 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateJun 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateJun 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateMay 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateMay 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateMay 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateApr 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateApr 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateApr 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateMar 2017
Total AUM$4.3B
Discretionary$3.9B
Non-Disc.$350.8M
Employees421
Clients16,000
DateMar 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateMar 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateMar 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateMar 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateMar 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateMar 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateJan 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateJan 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateDec 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateDec 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateDec 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateNov 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateNov 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateOct 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateOct 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateSep 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateAug 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateAug 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateAug 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateJul 2016
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$329.6M
Employees373
Clients11,000
DateJul 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateJun 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateJun 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateMay 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateApr 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateApr 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateApr 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateApr 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateMar 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateMar 2016
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$312.6M
Employees373
Clients11,000
DateFeb 2016
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateFeb 2016
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateFeb 2016
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateFeb 2016
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateJan 2016
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateJan 2016
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateDec 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateDec 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateNov 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateNov 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateOct 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateOct 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateOct 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateOct 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateSep 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateSep 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateAug 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateAug 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateJul 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateJun 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateMay 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateMay 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateMay 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateApr 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateApr 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateMar 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateFeb 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateFeb 2015
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$354.9M
Employees330
Clients9,000
DateJan 2015
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$361.9M
Employees273
Clients5,162
DateDec 2014
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$361.9M
Employees273
Clients5,162
DateDec 2014
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$361.9M
Employees273
Clients5,162
DateNov 2014
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$361.9M
Employees273
Clients5,162
DateOct 2014
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$361.9M
Employees273
Clients5,162
DateSep 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateSep 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateSep 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateAug 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateAug 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateJul 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateJul 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateJul 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$517M
Employees273
Clients5,162
DateJun 2014
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$327.3M
Employees273
Clients5,162
DateJun 2014
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$327.3M
Employees273
Clients5,162
DateMay 2014
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$327.3M
Employees273
Clients5,162
DateApr 2014
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$327.3M
Employees273
Clients5,162
DateMar 2014
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$327.3M
Employees273
Clients5,162
DateMar 2014
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateFeb 2014
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateNov 2013
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateOct 2013
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateSep 2013
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateAug 2013
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateAug 2013
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateMar 2013
Total AUM$1.1B
Discretionary$860.7M
Non-Disc.$198.4M
Employees245
Clients4,223
DateMar 2013
Total AUM$551.3M
Discretionary$379.3M
Non-Disc.$172M
Employees98
Clients2,289
DateJun 2012
Total AUM$551.3M
Discretionary$379.3M
Non-Disc.$172M
Employees51
Clients2,289
DateMay 2012
Total AUM$551.3M
Discretionary$379.3M
Non-Disc.$172M
Employees51
Clients2,289
DateApr 2012
Total AUM$551.3M
Discretionary$379.3M
Non-Disc.$172M
Employees51
Clients2,289
DateMar 2012
Total AUM$551.3M
Discretionary$379.3M
Non-Disc.$172M
Employees51
Clients2,289
DateMar 2012
Total AUM$551.3M
Discretionary$379.3M
Non-Disc.$172M
Employees51
Clients2,289
DateMar 2012
Total AUM$551.3M
Discretionary$379.3M
Non-Disc.$172M
Employees51
Clients2,289
DateAug 2011
Total AUM$313.3M
Discretionary$181.1M
Non-Disc.$132.2M
Employees51
Clients--
DateJun 2011
Total AUM$313.3M
Discretionary$181.1M
Non-Disc.$132.2M
Employees51
Clients--
DateMay 2011
Total AUM$313.3M
Discretionary$181.1M
Non-Disc.$132.2M
Employees51
Clients--
DateApr 2011
Total AUM$313.3M
Discretionary$181.1M
Non-Disc.$132.2M
Employees51
Clients--
DateApr 2011
Total AUM$313.3M
Discretionary$181.1M
Non-Disc.$132.2M
Employees51
Clients--
DateOct 2010
Total AUM$58.4M
Discretionary$19.6M
Non-Disc.$38.8M
Employees51
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--