CITIGROUP GLOBAL MARKETS INC.
CRD #7059 SEC #801-3387 NEW YORK, NY 212-816-6000
SEC Registered Broker-Dealer Disclosures
Total AUM
$46.9B
Discretionary
$27.5B
Employees
6,903
Clients
--
Accounts
56,879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Dec 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Oct 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Sep 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Jul 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Jul 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Jul 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Jun 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Jun 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Apr 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Mar 2025 | $46.9B | $27.5B | $19.4B | 6,903 | 3,430 |
| Mar 2025 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Jan 2025 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Jan 2025 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Nov 2024 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Sep 2024 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Sep 2024 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Aug 2024 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Jul 2024 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Mar 2024 | $40.5B | $23.4B | $17.1B | 7,830 | 11,754 |
| Feb 2024 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Dec 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Dec 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Oct 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Oct 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Sep 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Jul 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Jun 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| May 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Apr 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Apr 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Mar 2023 | $34.9B | $20B | $14.9B | 7,927 | 7,897 |
| Feb 2023 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Feb 2023 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Jan 2023 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Jan 2023 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Jan 2023 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Nov 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Oct 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Oct 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Aug 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Jul 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| May 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| May 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Mar 2022 | $43.9B | $24.3B | $19.6B | 9,102 | 6,507 |
| Mar 2022 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Dec 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Nov 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Oct 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Sep 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Sep 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Sep 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Jun 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Jun 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| May 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| May 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Mar 2021 | $38.3B | $21.2B | $17B | 8,179 | 4,960 |
| Feb 2021 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Jan 2021 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Jan 2021 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Nov 2020 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Oct 2020 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Sep 2020 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Jun 2020 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Jun 2020 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| May 2020 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Mar 2020 | $32.9B | $18.5B | $14.4B | 8,047 | 5,861 |
| Feb 2020 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Jan 2020 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Dec 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Nov 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Oct 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Sep 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Jul 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Jul 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Jul 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Jun 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| May 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Mar 2019 | $25.3B | $13.7B | $11.6B | 7,855 | 1,370 |
| Dec 2018 | $31.4B | $19.1B | $12.2B | 8,126 | 2,768 |
| Oct 2018 | $31.4B | $19.1B | $12.2B | 8,126 | 2,768 |
| Aug 2018 | $31.4B | $19.1B | $12.2B | 8,126 | 2,768 |
| Jul 2018 | $31.4B | $19.1B | $12.2B | 8,126 | 2,768 |
| Jul 2018 | $31.4B | $19.1B | $12.2B | 8,126 | 2,768 |
| Jun 2018 | $31.4B | $19.1B | $12.2B | 8,126 | 2,768 |
| Apr 2018 | $31.1B | $18.9B | $12.2B | 8,126 | 2,768 |
| Mar 2018 | $31.1B | $18.9B | $12.2B | 8,126 | 2,768 |
| Feb 2018 | $20.2B | $11.9B | $8.3B | 8,820 | 3,017 |
| Jan 2018 | $20.2B | $11.9B | $8.3B | 8,820 | 3,017 |
| Jan 2018 | $20.2B | $11.9B | $8.3B | 8,820 | 3,017 |
| Sep 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Sep 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Sep 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Aug 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Jul 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Jun 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Jun 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Mar 2017 | $20.2B | $11.9B | $8.3B | 8,820 | 41,500 |
| Jan 2017 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Dec 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Dec 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Nov 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Nov 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Oct 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Sep 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Aug 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Aug 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Jul 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Jul 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Jul 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Jun 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Jun 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| May 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Apr 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Mar 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Mar 2016 | $22.3B | $10.3B | $12B | 10,193 | 42,900 |
| Mar 2016 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Mar 2016 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Feb 2016 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Jan 2016 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Sep 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Sep 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Aug 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Aug 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Jul 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Jul 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Jul 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Jun 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| May 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Apr 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Mar 2015 | $18.1B | $2.6B | $15.5B | 10,157 | 42,700 |
| Mar 2015 | $30B | $17B | $13B | 9,950 | 41,600 |
| Jan 2015 | $30B | $17B | $13B | 9,950 | 41,600 |
| Jan 2015 | $30B | $17B | $13B | 9,950 | 41,600 |
| Dec 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Nov 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Oct 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Sep 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Aug 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Jun 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Jun 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| May 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Mar 2014 | $30B | $17B | $13B | 9,950 | 41,600 |
| Feb 2014 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Dec 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Nov 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Oct 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Oct 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Sep 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Aug 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Jul 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Jul 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| May 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Apr 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Mar 2013 | $31.7B | $19.6B | $12.1B | 11,630 | 41,400 |
| Mar 2013 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Mar 2013 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Feb 2013 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Feb 2013 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Jan 2013 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Dec 2012 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Dec 2012 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Dec 2012 | $21.2B | $12.1B | $9.2B | 8,900 | 39,000 |
| Oct 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Oct 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Sep 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Sep 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Sep 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Jul 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Jul 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Jun 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Jun 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Jun 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Jun 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Jun 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| May 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| May 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Apr 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Apr 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Mar 2012 | $21.2B | $12.1B | $9.2B | 501 | 39,000 |
| Dec 2011 | $19B | $7.4B | $11.5B | 501 | 40,000 |
| Dec 2011 | $19B | $7.4B | $11.5B | 501 | 40,000 |
| Nov 2011 | $19B | $7.4B | $11.5B | 501 | 40,000 |
| Nov 2011 | $19B | $7.4B | $11.5B | 501 | 40,000 |
| Mar 2011 | $19B | $7.4B | $11.5B | 501 | -- |
| Aug 2010 | $19.5B | $8.8B | $10.7B | 251 | -- |
| Aug 2010 | $19.5B | $8.8B | $10.7B | 251 | -- |
| Jul 2010 | $19.5B | $8.8B | $10.7B | 251 | -- |
| Mar 2010 | $19.5B | $8.8B | $10.7B | 251 | -- |
| Mar 2008 | $212B | $185B | $27.2B | -- | -- |
| Aug 2007 | $212B | $185B | $27.2B | -- | -- |
| May 2007 | $212B | $185B | $27.2B | -- | -- |
| Mar 2007 | $212B | $185B | $27.2B | -- | -- |
| Dec 2005 | $162B | $150B | $12.5B | -- | -- |
| Nov 2005 | $162B | $150B | $12.5B | -- | -- |
| Nov 2005 | $162B | $150B | $12.5B | -- | -- |
| Sep 2005 | $162B | $150B | $12.5B | -- | -- |
| Sep 2005 | $162B | $150B | $12.5B | -- | -- |
| Jun 2005 | $162B | $150B | $12.5B | -- | -- |
| Jan 2005 | $199B | $154B | $45B | -- | -- |
| Dec 2004 | $199B | $154B | $45B | -- | -- |
| Aug 2004 | $199B | $154B | $45B | -- | -- |
| Aug 2004 | $199B | $154B | $45B | -- | -- |
| Jun 2004 | $199B | $154B | $45B | -- | -- |
| May 2004 | $199B | $154B | $45B | -- | -- |
| Mar 2004 | $199B | $154B | $45B | -- | -- |
| Dec 2003 | $151B | $118B | $32.4B | -- | -- |
| Nov 2003 | $151B | $118B | $32.4B | -- | -- |
| Nov 2003 | $151B | $118B | $32.4B | -- | -- |
| Apr 2002 | $100B | $85.4B | $14.8B | -- | -- |
| Apr 2002 | $100B | $85.4B | $14.8B | -- | -- |
| Nov 2001 | $163B | $139B | $24.3B | -- | -- |
| Oct 2001 | $163B | $139B | $24.3B | -- | -- |
| May 2001 | $163B | $139B | $24.3B | -- | -- |
DateDec 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateDec 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateOct 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateSep 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateJul 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateJul 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateJul 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateJun 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateJun 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateApr 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateMar 2025
Total AUM$46.9B
Discretionary$27.5B
Non-Disc.$19.4B
Employees6,903
Clients3,430
DateMar 2025
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateJan 2025
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateJan 2025
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateNov 2024
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateSep 2024
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateSep 2024
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateAug 2024
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateJul 2024
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateMar 2024
Total AUM$40.5B
Discretionary$23.4B
Non-Disc.$17.1B
Employees7,830
Clients11,754
DateFeb 2024
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateDec 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateDec 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateOct 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateOct 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateSep 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateJul 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateJun 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateMay 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateApr 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateApr 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateMar 2023
Total AUM$34.9B
Discretionary$20B
Non-Disc.$14.9B
Employees7,927
Clients7,897
DateFeb 2023
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateFeb 2023
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateJan 2023
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateJan 2023
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateJan 2023
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateNov 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateOct 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateOct 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateAug 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateJul 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateMay 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateMay 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateMar 2022
Total AUM$43.9B
Discretionary$24.3B
Non-Disc.$19.6B
Employees9,102
Clients6,507
DateMar 2022
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateDec 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateNov 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateOct 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateSep 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateSep 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateSep 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateJun 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateJun 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateMay 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateMay 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateMar 2021
Total AUM$38.3B
Discretionary$21.2B
Non-Disc.$17B
Employees8,179
Clients4,960
DateFeb 2021
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateJan 2021
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateJan 2021
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateNov 2020
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateOct 2020
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateSep 2020
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateJun 2020
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateJun 2020
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateMay 2020
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateMar 2020
Total AUM$32.9B
Discretionary$18.5B
Non-Disc.$14.4B
Employees8,047
Clients5,861
DateFeb 2020
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateJan 2020
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateDec 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateNov 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateOct 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateSep 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateJul 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateJul 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateJul 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateJun 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateMay 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateMar 2019
Total AUM$25.3B
Discretionary$13.7B
Non-Disc.$11.6B
Employees7,855
Clients1,370
DateDec 2018
Total AUM$31.4B
Discretionary$19.1B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateOct 2018
Total AUM$31.4B
Discretionary$19.1B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateAug 2018
Total AUM$31.4B
Discretionary$19.1B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateJul 2018
Total AUM$31.4B
Discretionary$19.1B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateJul 2018
Total AUM$31.4B
Discretionary$19.1B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateJun 2018
Total AUM$31.4B
Discretionary$19.1B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateApr 2018
Total AUM$31.1B
Discretionary$18.9B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateMar 2018
Total AUM$31.1B
Discretionary$18.9B
Non-Disc.$12.2B
Employees8,126
Clients2,768
DateFeb 2018
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients3,017
DateJan 2018
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients3,017
DateJan 2018
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients3,017
DateSep 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateSep 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateSep 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateAug 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateJul 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateJun 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateJun 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateMar 2017
Total AUM$20.2B
Discretionary$11.9B
Non-Disc.$8.3B
Employees8,820
Clients41,500
DateJan 2017
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateDec 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateDec 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateNov 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateNov 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateOct 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateSep 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateAug 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateAug 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateJul 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateJul 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateJul 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateJun 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateJun 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateMay 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateApr 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateMar 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateMar 2016
Total AUM$22.3B
Discretionary$10.3B
Non-Disc.$12B
Employees10,193
Clients42,900
DateMar 2016
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateMar 2016
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateFeb 2016
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateJan 2016
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateSep 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateSep 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateAug 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateAug 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateJul 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateJul 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateJul 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateJun 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateMay 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateApr 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateMar 2015
Total AUM$18.1B
Discretionary$2.6B
Non-Disc.$15.5B
Employees10,157
Clients42,700
DateMar 2015
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateJan 2015
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateJan 2015
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateDec 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateNov 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateOct 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateSep 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateAug 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateJun 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateJun 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateMay 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateMar 2014
Total AUM$30B
Discretionary$17B
Non-Disc.$13B
Employees9,950
Clients41,600
DateFeb 2014
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateDec 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateNov 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateOct 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateOct 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateSep 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateAug 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateJul 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateJul 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateMay 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateApr 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateMar 2013
Total AUM$31.7B
Discretionary$19.6B
Non-Disc.$12.1B
Employees11,630
Clients41,400
DateMar 2013
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateMar 2013
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateFeb 2013
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateFeb 2013
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateJan 2013
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateDec 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateDec 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateDec 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees8,900
Clients39,000
DateOct 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateOct 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateSep 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateSep 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateSep 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateJul 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateJul 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateJun 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateJun 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateJun 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateJun 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateJun 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateMay 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateMay 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateApr 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateApr 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateMar 2012
Total AUM$21.2B
Discretionary$12.1B
Non-Disc.$9.2B
Employees501
Clients39,000
DateDec 2011
Total AUM$19B
Discretionary$7.4B
Non-Disc.$11.5B
Employees501
Clients40,000
DateDec 2011
Total AUM$19B
Discretionary$7.4B
Non-Disc.$11.5B
Employees501
Clients40,000
DateNov 2011
Total AUM$19B
Discretionary$7.4B
Non-Disc.$11.5B
Employees501
Clients40,000
DateNov 2011
Total AUM$19B
Discretionary$7.4B
Non-Disc.$11.5B
Employees501
Clients40,000
DateMar 2011
Total AUM$19B
Discretionary$7.4B
Non-Disc.$11.5B
Employees501
Clients--
DateAug 2010
Total AUM$19.5B
Discretionary$8.8B
Non-Disc.$10.7B
Employees251
Clients--
DateAug 2010
Total AUM$19.5B
Discretionary$8.8B
Non-Disc.$10.7B
Employees251
Clients--
DateJul 2010
Total AUM$19.5B
Discretionary$8.8B
Non-Disc.$10.7B
Employees251
Clients--
DateMar 2010
Total AUM$19.5B
Discretionary$8.8B
Non-Disc.$10.7B
Employees251
Clients--
DateMar 2008
Total AUM$212B
Discretionary$185B
Non-Disc.$27.2B
Employees--
Clients--
DateAug 2007
Total AUM$212B
Discretionary$185B
Non-Disc.$27.2B
Employees--
Clients--
DateMay 2007
Total AUM$212B
Discretionary$185B
Non-Disc.$27.2B
Employees--
Clients--
DateMar 2007
Total AUM$212B
Discretionary$185B
Non-Disc.$27.2B
Employees--
Clients--
DateDec 2005
Total AUM$162B
Discretionary$150B
Non-Disc.$12.5B
Employees--
Clients--
DateNov 2005
Total AUM$162B
Discretionary$150B
Non-Disc.$12.5B
Employees--
Clients--
DateNov 2005
Total AUM$162B
Discretionary$150B
Non-Disc.$12.5B
Employees--
Clients--
DateSep 2005
Total AUM$162B
Discretionary$150B
Non-Disc.$12.5B
Employees--
Clients--
DateSep 2005
Total AUM$162B
Discretionary$150B
Non-Disc.$12.5B
Employees--
Clients--
DateJun 2005
Total AUM$162B
Discretionary$150B
Non-Disc.$12.5B
Employees--
Clients--
DateJan 2005
Total AUM$199B
Discretionary$154B
Non-Disc.$45B
Employees--
Clients--
DateDec 2004
Total AUM$199B
Discretionary$154B
Non-Disc.$45B
Employees--
Clients--
DateAug 2004
Total AUM$199B
Discretionary$154B
Non-Disc.$45B
Employees--
Clients--
DateAug 2004
Total AUM$199B
Discretionary$154B
Non-Disc.$45B
Employees--
Clients--
DateJun 2004
Total AUM$199B
Discretionary$154B
Non-Disc.$45B
Employees--
Clients--
DateMay 2004
Total AUM$199B
Discretionary$154B
Non-Disc.$45B
Employees--
Clients--
DateMar 2004
Total AUM$199B
Discretionary$154B
Non-Disc.$45B
Employees--
Clients--
DateDec 2003
Total AUM$151B
Discretionary$118B
Non-Disc.$32.4B
Employees--
Clients--
DateNov 2003
Total AUM$151B
Discretionary$118B
Non-Disc.$32.4B
Employees--
Clients--
DateNov 2003
Total AUM$151B
Discretionary$118B
Non-Disc.$32.4B
Employees--
Clients--
DateApr 2002
Total AUM$100B
Discretionary$85.4B
Non-Disc.$14.8B
Employees--
Clients--
DateApr 2002
Total AUM$100B
Discretionary$85.4B
Non-Disc.$14.8B
Employees--
Clients--
DateNov 2001
Total AUM$163B
Discretionary$139B
Non-Disc.$24.3B
Employees--
Clients--
DateOct 2001
Total AUM$163B
Discretionary$139B
Non-Disc.$24.3B
Employees--
Clients--
DateMay 2001
Total AUM$163B
Discretionary$139B
Non-Disc.$24.3B
Employees--
Clients--