LPL FINANCIAL LLC
CRD #6413 SEC #801-10970 FORT MILL, SC 704-733-3300
SEC Registered Broker-Dealer Disclosures
Total AUM
$618.9B
Discretionary
$618.3B
Employees
37,893
Clients
--
Accounts
2,369,378
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Dec 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Nov 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Oct 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Sep 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Sep 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Aug 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Jul 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Jul 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| May 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Apr 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Mar 2025 | $618.9B | $618.3B | $624.4M | 37,893 | 180,858 |
| Feb 2025 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Feb 2025 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Jan 2025 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Jan 2025 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Nov 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Nov 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Oct 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Oct 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Sep 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Aug 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Aug 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Aug 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Aug 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Apr 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Mar 2024 | $463.5B | $462.8B | $658.9M | 35,841 | 168,915 |
| Mar 2024 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Mar 2024 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Feb 2024 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Jan 2024 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Jan 2024 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Nov 2023 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Nov 2023 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Aug 2023 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| May 2023 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Mar 2023 | $368B | $367.4B | $575.8M | 31,366 | 151,087 |
| Mar 2023 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Jan 2023 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Dec 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Oct 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Aug 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Jul 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| May 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Apr 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Apr 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Mar 2022 | $404.2B | $403.5B | $713.6M | 28,744 | 107,296 |
| Mar 2022 | $268.8B | $268.2B | $675.4M | 24,427 | 102,529 |
| Jan 2022 | $268.8B | $268.2B | $675.4M | 24,427 | 102,529 |
| Dec 2021 | $268.8B | $268.2B | $675.4M | 24,427 | 102,529 |
| Nov 2021 | $268.8B | $268.2B | $675.4M | 24,427 | 102,529 |
| Oct 2021 | $268.8B | $268.2B | $675.4M | 24,427 | 102,529 |
| Apr 2021 | $268.8B | $268.2B | $675.4M | 24,427 | 102,529 |
| Apr 2021 | $268.8B | $268.2B | $675.4M | 24,427 | 102,529 |
| Mar 2021 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Feb 2021 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Feb 2021 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Jan 2021 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Dec 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Nov 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Oct 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Oct 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Sep 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Aug 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Aug 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Jun 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Jun 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Jun 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| May 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Apr 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Mar 2020 | $207.8B | $207.2B | $630.7M | 23,035 | 92,755 |
| Jan 2020 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Jan 2020 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Dec 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Oct 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Sep 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Aug 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Aug 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Jul 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Jul 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Jul 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Jul 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Jun 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| May 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Apr 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Apr 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Apr 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Mar 2019 | $159.1B | $158.5B | $594.3M | 22,790 | 357,223 |
| Mar 2019 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Mar 2019 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Feb 2019 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jan 2019 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jan 2019 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jan 2019 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Dec 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Dec 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Dec 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Nov 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Nov 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Nov 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Oct 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Oct 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Oct 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Sep 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jul 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jul 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jul 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jul 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Jun 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| May 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Apr 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Mar 2018 | $152.5B | $148.7B | $3.8B | 22,703 | 322,443 |
| Mar 2018 | $117.2B | $114.6B | $2.6B | 20,199 | 68,342 |
| Mar 2018 | $117.2B | $114.6B | $2.6B | 20,199 | 68,342 |
| Dec 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 68,342 |
| Nov 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 68,342 |
| Aug 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Aug 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Aug 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Jul 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Jul 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Jul 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Jul 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Jul 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Jun 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Jun 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| May 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Apr 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Mar 2017 | $117.2B | $114.6B | $2.6B | 20,199 | 620,122 |
| Mar 2017 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Feb 2017 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Jan 2017 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Jan 2017 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Jan 2017 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Jan 2017 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Jan 2017 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Dec 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Dec 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Dec 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Nov 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Oct 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Oct 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Sep 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Sep 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Aug 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Jul 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Jun 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| May 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| May 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Apr 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Apr 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Apr 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Apr 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Mar 2016 | $112.1B | $109.5B | $2.6B | 20,529 | 592,827 |
| Mar 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Mar 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Mar 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Feb 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Feb 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Feb 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Jan 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Jan 2016 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Dec 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Nov 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Nov 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Oct 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Sep 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Sep 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Sep 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Aug 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Jul 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Jul 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Jun 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Jun 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Jun 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| May 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Apr 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Mar 2015 | $116.6B | $114.1B | $2.6B | 20,311 | 577,682 |
| Mar 2015 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Jan 2015 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Dec 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Sep 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Aug 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Aug 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Jul 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Jun 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| May 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| May 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| May 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Apr 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Apr 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Apr 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Apr 2014 | $109.7B | $106.2B | $3.5B | 19,916 | 553,389 |
| Feb 2014 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Jan 2014 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Dec 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Nov 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Oct 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Oct 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Oct 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Aug 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Aug 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Jul 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Jul 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Jul 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Jul 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Jun 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Apr 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Apr 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Mar 2013 | $94.9B | $91.5B | $3.4B | 17,499 | 498,989 |
| Feb 2013 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Jan 2013 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Jan 2013 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Jan 2013 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Dec 2012 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Dec 2012 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Nov 2012 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Nov 2012 | $83.6B | $80.1B | $3.5B | 16,708 | 467,642 |
| Aug 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| Aug 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| Jul 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| Jun 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| Jun 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| May 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| Apr 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| Mar 2012 | $83.6B | $80.1B | $3.5B | -- | 467,642 |
| Dec 2011 | $79.3B | $75.8B | $3.5B | -- | 402,500 |
| Dec 2011 | $79.3B | $75.8B | $3.5B | -- | 402,500 |
| Dec 2011 | $79.3B | $75.8B | $3.5B | -- | 402,500 |
| Aug 2011 | $79.3B | $75.8B | $3.5B | -- | -- |
| Jul 2011 | $79.3B | $75.8B | $3.5B | -- | -- |
| Jun 2011 | $79.3B | $75.8B | $3.5B | -- | -- |
| Jun 2011 | $79.3B | $75.8B | $3.5B | -- | -- |
| Mar 2011 | $79.3B | $75.8B | $3.5B | -- | -- |
| Mar 2011 | $64.8B | $63B | $1.8B | -- | -- |
| Jan 2011 | $64.8B | $63B | $1.8B | -- | -- |
| Aug 2010 | $64.8B | $63B | $1.8B | -- | -- |
| Aug 2010 | $64.8B | $63B | $1.8B | -- | -- |
| Jun 2010 | $64.8B | $63B | $1.8B | -- | -- |
| Mar 2010 | $64.8B | $63B | $1.8B | -- | -- |
| Sep 2009 | $48.3B | $46.9B | $1.3B | -- | -- |
| Mar 2009 | $48.3B | $46.9B | $1.3B | -- | -- |
| Jan 2008 | $45.8B | $44.6B | $1.2B | -- | -- |
| Oct 2007 | $45.8B | $44.6B | $1.2B | -- | -- |
| Mar 2007 | $45.8B | $44.6B | $1.2B | -- | -- |
| Jan 2007 | $34.8B | $32.5B | $2.2B | -- | -- |
| Jan 2006 | $27.5B | $25.3B | $2.2B | -- | -- |
| Nov 2005 | $27.5B | $25.3B | $2.2B | -- | -- |
| Jan 2005 | $20.1B | $18.9B | $1.2B | -- | -- |
| Dec 2004 | $20.1B | $18.9B | $1.2B | -- | -- |
| Jun 2004 | $20.1B | $18.9B | $1.2B | -- | -- |
| Mar 2004 | $20.1B | $18.9B | $1.2B | -- | -- |
| Apr 2002 | $14.3B | $14B | $328M | -- | -- |
| May 2001 | $15B | $14.8B | $252.4M | -- | -- |
DateDec 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateDec 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateNov 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateOct 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateSep 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateSep 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateAug 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateJul 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateJul 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateMay 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateApr 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateMar 2025
Total AUM$618.9B
Discretionary$618.3B
Non-Disc.$624.4M
Employees37,893
Clients180,858
DateFeb 2025
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateFeb 2025
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateJan 2025
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateJan 2025
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateNov 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateNov 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateOct 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateOct 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateSep 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateAug 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateAug 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateAug 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateAug 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateApr 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateMar 2024
Total AUM$463.5B
Discretionary$462.8B
Non-Disc.$658.9M
Employees35,841
Clients168,915
DateMar 2024
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateMar 2024
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateFeb 2024
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateJan 2024
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateJan 2024
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateNov 2023
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateNov 2023
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateAug 2023
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateMay 2023
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateMar 2023
Total AUM$368B
Discretionary$367.4B
Non-Disc.$575.8M
Employees31,366
Clients151,087
DateMar 2023
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateJan 2023
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateDec 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateOct 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateAug 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateJul 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateMay 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateApr 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateApr 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateMar 2022
Total AUM$404.2B
Discretionary$403.5B
Non-Disc.$713.6M
Employees28,744
Clients107,296
DateMar 2022
Total AUM$268.8B
Discretionary$268.2B
Non-Disc.$675.4M
Employees24,427
Clients102,529
DateJan 2022
Total AUM$268.8B
Discretionary$268.2B
Non-Disc.$675.4M
Employees24,427
Clients102,529
DateDec 2021
Total AUM$268.8B
Discretionary$268.2B
Non-Disc.$675.4M
Employees24,427
Clients102,529
DateNov 2021
Total AUM$268.8B
Discretionary$268.2B
Non-Disc.$675.4M
Employees24,427
Clients102,529
DateOct 2021
Total AUM$268.8B
Discretionary$268.2B
Non-Disc.$675.4M
Employees24,427
Clients102,529
DateApr 2021
Total AUM$268.8B
Discretionary$268.2B
Non-Disc.$675.4M
Employees24,427
Clients102,529
DateApr 2021
Total AUM$268.8B
Discretionary$268.2B
Non-Disc.$675.4M
Employees24,427
Clients102,529
DateMar 2021
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateFeb 2021
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateFeb 2021
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateJan 2021
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateDec 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateNov 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateOct 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateOct 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateSep 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateAug 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateAug 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateJun 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateJun 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateJun 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateMay 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateApr 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateMar 2020
Total AUM$207.8B
Discretionary$207.2B
Non-Disc.$630.7M
Employees23,035
Clients92,755
DateJan 2020
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateJan 2020
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateDec 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateOct 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateSep 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateAug 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateAug 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateJul 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateJul 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateJul 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateJul 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateJun 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateMay 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateApr 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateApr 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateApr 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateMar 2019
Total AUM$159.1B
Discretionary$158.5B
Non-Disc.$594.3M
Employees22,790
Clients357,223
DateMar 2019
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateMar 2019
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateFeb 2019
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJan 2019
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJan 2019
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJan 2019
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateDec 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateDec 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateDec 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateNov 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateNov 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateNov 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateOct 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateOct 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateOct 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateSep 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJul 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJul 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJul 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJul 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateJun 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateMay 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateApr 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateMar 2018
Total AUM$152.5B
Discretionary$148.7B
Non-Disc.$3.8B
Employees22,703
Clients322,443
DateMar 2018
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients68,342
DateMar 2018
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients68,342
DateDec 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients68,342
DateNov 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients68,342
DateAug 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateAug 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateAug 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateJul 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateJul 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateJul 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateJul 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateJul 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateJun 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateJun 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateMay 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateApr 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateMar 2017
Total AUM$117.2B
Discretionary$114.6B
Non-Disc.$2.6B
Employees20,199
Clients620,122
DateMar 2017
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateFeb 2017
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateJan 2017
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateJan 2017
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateJan 2017
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateJan 2017
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateJan 2017
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateDec 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateDec 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateDec 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateNov 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateOct 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateOct 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateSep 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateSep 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateAug 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateJul 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateJun 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateMay 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateMay 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateApr 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateApr 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateApr 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateApr 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateMar 2016
Total AUM$112.1B
Discretionary$109.5B
Non-Disc.$2.6B
Employees20,529
Clients592,827
DateMar 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateMar 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateMar 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateFeb 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateFeb 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateFeb 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateJan 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateJan 2016
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateDec 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateNov 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateNov 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateOct 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateSep 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateSep 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateSep 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateAug 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateJul 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateJul 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateJun 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateJun 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateJun 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateMay 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateApr 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateMar 2015
Total AUM$116.6B
Discretionary$114.1B
Non-Disc.$2.6B
Employees20,311
Clients577,682
DateMar 2015
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateJan 2015
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateDec 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateSep 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateAug 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateAug 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateJul 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateJun 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateMay 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateMay 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateMay 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateApr 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateApr 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateApr 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateApr 2014
Total AUM$109.7B
Discretionary$106.2B
Non-Disc.$3.5B
Employees19,916
Clients553,389
DateFeb 2014
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateJan 2014
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateDec 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateNov 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateOct 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateOct 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateOct 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateAug 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateAug 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateJul 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateJul 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateJul 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateJul 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateJun 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateApr 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateApr 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateMar 2013
Total AUM$94.9B
Discretionary$91.5B
Non-Disc.$3.4B
Employees17,499
Clients498,989
DateFeb 2013
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateJan 2013
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateJan 2013
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateJan 2013
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateDec 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateDec 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateNov 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateNov 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees16,708
Clients467,642
DateAug 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateAug 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateJul 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateJun 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateJun 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateMay 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateApr 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateMar 2012
Total AUM$83.6B
Discretionary$80.1B
Non-Disc.$3.5B
Employees--
Clients467,642
DateDec 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients402,500
DateDec 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients402,500
DateDec 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients402,500
DateAug 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients--
DateJul 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients--
DateJun 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients--
DateJun 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2011
Total AUM$79.3B
Discretionary$75.8B
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2011
Total AUM$64.8B
Discretionary$63B
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2011
Total AUM$64.8B
Discretionary$63B
Non-Disc.$1.8B
Employees--
Clients--
DateAug 2010
Total AUM$64.8B
Discretionary$63B
Non-Disc.$1.8B
Employees--
Clients--
DateAug 2010
Total AUM$64.8B
Discretionary$63B
Non-Disc.$1.8B
Employees--
Clients--
DateJun 2010
Total AUM$64.8B
Discretionary$63B
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2010
Total AUM$64.8B
Discretionary$63B
Non-Disc.$1.8B
Employees--
Clients--
DateSep 2009
Total AUM$48.3B
Discretionary$46.9B
Non-Disc.$1.3B
Employees--
Clients--
DateMar 2009
Total AUM$48.3B
Discretionary$46.9B
Non-Disc.$1.3B
Employees--
Clients--
DateJan 2008
Total AUM$45.8B
Discretionary$44.6B
Non-Disc.$1.2B
Employees--
Clients--
DateOct 2007
Total AUM$45.8B
Discretionary$44.6B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2007
Total AUM$45.8B
Discretionary$44.6B
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2007
Total AUM$34.8B
Discretionary$32.5B
Non-Disc.$2.2B
Employees--
Clients--
DateJan 2006
Total AUM$27.5B
Discretionary$25.3B
Non-Disc.$2.2B
Employees--
Clients--
DateNov 2005
Total AUM$27.5B
Discretionary$25.3B
Non-Disc.$2.2B
Employees--
Clients--
DateJan 2005
Total AUM$20.1B
Discretionary$18.9B
Non-Disc.$1.2B
Employees--
Clients--
DateDec 2004
Total AUM$20.1B
Discretionary$18.9B
Non-Disc.$1.2B
Employees--
Clients--
DateJun 2004
Total AUM$20.1B
Discretionary$18.9B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2004
Total AUM$20.1B
Discretionary$18.9B
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2002
Total AUM$14.3B
Discretionary$14B
Non-Disc.$328M
Employees--
Clients--
DateMay 2001
Total AUM$15B
Discretionary$14.8B
Non-Disc.$252.4M
Employees--
Clients--