J.P. MORGAN SECURITIES LLC
CRD #79 SEC #801-3702 NEW YORK, NY 800-999-2000
SEC Registered Broker-Dealer Disclosures
Total AUM
$352.6B
Discretionary
$289.3B
Employees
8,327
Clients
--
Accounts
1,055,400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Nov 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Oct 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Oct 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Sep 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Sep 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Jul 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Jun 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| May 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| May 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Apr 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Mar 2025 | $352.6B | $289.3B | $63.3B | 8,327 | 380,710 |
| Feb 2025 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Feb 2025 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Jan 2025 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Jan 2025 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Dec 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Nov 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Nov 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Oct 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Sep 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Sep 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Aug 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Jul 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Jul 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Jun 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Jun 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| May 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| May 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| May 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Mar 2024 | $249.7B | $191.6B | $58.1B | 7,685 | 262,026 |
| Mar 2024 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Feb 2024 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Jan 2024 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Jan 2024 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Dec 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Nov 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Oct 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Oct 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Sep 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Sep 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Aug 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Jul 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Jul 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Jun 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| May 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Apr 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Apr 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Mar 2023 | $212.9B | $160.7B | $52.2B | 7,098 | 183,678 |
| Mar 2023 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Feb 2023 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Jan 2023 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Jan 2023 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Nov 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Nov 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Oct 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Sep 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Aug 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Jul 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| May 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Mar 2022 | $229.7B | $164.7B | $65B | 7,626 | 239,666 |
| Feb 2022 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Feb 2022 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Jan 2022 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Jan 2022 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Jan 2022 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Dec 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Dec 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Nov 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Nov 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Sep 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Sep 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Sep 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Aug 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Aug 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Aug 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Aug 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Jul 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Jun 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Jun 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Jun 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Apr 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Apr 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Mar 2021 | $188.3B | $137.5B | $50.8B | 7,038 | 155,700 |
| Mar 2021 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Mar 2021 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Feb 2021 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Feb 2021 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Dec 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Nov 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Nov 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Nov 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Oct 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Oct 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Sep 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Jul 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Jul 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Jun 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Jun 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Apr 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Apr 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Mar 2020 | $163.4B | $121.2B | $42.2B | 6,521 | 128,663 |
| Mar 2020 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Feb 2020 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Feb 2020 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Jan 2020 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Dec 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Dec 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Dec 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Nov 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Nov 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Nov 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Oct 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Oct 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Sep 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Sep 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Aug 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Jul 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Jul 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Jun 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Jun 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| May 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| May 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Apr 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Apr 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Mar 2019 | $130.3B | $98.2B | $32.1B | 7,383 | 127,685 |
| Mar 2019 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Mar 2019 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Jan 2019 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Jan 2019 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Jan 2019 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Nov 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Nov 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Nov 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Sep 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Aug 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Aug 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Jul 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Jun 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Jun 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| May 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Apr 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Mar 2018 | $112.5B | $82.2B | $30.4B | 5,713 | 70,830 |
| Mar 2018 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Feb 2018 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Feb 2018 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Jan 2018 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Jan 2018 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Jan 2018 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Dec 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Dec 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Nov 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Nov 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Nov 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Oct 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Sep 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Sep 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Sep 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Aug 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Aug 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Jul 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Jul 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Jun 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Jun 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| May 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Mar 2017 | $81.6B | $57.3B | $24.2B | 5,093 | 331,700 |
| Mar 2017 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Mar 2017 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Feb 2017 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Feb 2017 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Dec 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Dec 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Nov 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Oct 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Sep 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Sep 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Sep 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Sep 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Aug 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Aug 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Jul 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| May 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Apr 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Mar 2016 | $70.7B | $67.6B | $3.1B | 6,100 | 361,600 |
| Mar 2016 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Feb 2016 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Feb 2016 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Jan 2016 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Jan 2016 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Jan 2016 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Jan 2016 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Dec 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Oct 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Oct 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Sep 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Sep 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Aug 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Aug 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Jul 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Jun 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| May 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| May 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Apr 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Apr 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Apr 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Mar 2015 | $69.4B | $66.3B | $3.1B | 6,100 | 333,600 |
| Feb 2015 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Feb 2015 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jan 2015 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jan 2015 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jan 2015 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Dec 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Dec 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Dec 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Nov 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Nov 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Nov 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Oct 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Oct 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Oct 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Oct 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Sep 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Sep 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Sep 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Aug 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Aug 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Aug 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Aug 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jul 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jul 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jul 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jul 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Jun 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| May 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| May 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| May 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Mar 2014 | $57.6B | $54.9B | $2.7B | 5,800 | 238,400 |
| Mar 2014 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Feb 2014 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Jan 2014 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Jan 2014 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Jan 2014 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Jan 2014 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Jan 2014 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Dec 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Dec 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Nov 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Nov 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Oct 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Sep 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Aug 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Aug 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Jul 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Jul 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| May 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| May 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Apr 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Mar 2013 | $43.6B | $41.5B | $2.1B | 5,700 | 187,300 |
| Mar 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Feb 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Feb 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Feb 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Jan 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Jan 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Jan 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Jan 2013 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Dec 2012 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Nov 2012 | $30.5B | $30.5B | $55.4M | 10,900 | 192,600 |
| Oct 2012 | $30.5B | $30.5B | $55.4M | -- | 192,600 |
| Oct 2012 | $30.5B | $30.5B | $55.4M | -- | 192,600 |
| Aug 2012 | $10.1B | $4B | $6.1B | -- | 12,500 |
| Jun 2012 | $10.1B | $4B | $6.1B | -- | 12,500 |
| Jun 2012 | $10.1B | $4B | $6.1B | -- | 12,500 |
| May 2012 | $10.1B | $4B | $6.1B | -- | 12,500 |
| Apr 2012 | $10.1B | $4B | $6.1B | -- | 12,500 |
| Mar 2012 | $10.1B | $4B | $6.1B | -- | 12,500 |
| Dec 2011 | $9B | $3.9B | $5.2B | -- | 19,000 |
| Nov 2011 | $9B | $3.9B | $5.2B | -- | 19,000 |
| Sep 2011 | $9B | $3.9B | $5.2B | -- | -- |
| Aug 2011 | $9B | $3.9B | $5.2B | -- | -- |
| Aug 2011 | $9B | $3.9B | $5.2B | -- | -- |
| Jul 2011 | $9B | $3.9B | $5.2B | -- | -- |
| Jun 2011 | $9B | $3.9B | $5.2B | -- | -- |
| Mar 2011 | $9B | $3.9B | $5.2B | -- | -- |
| Feb 2011 | $6.8B | $2.9B | $3.9B | -- | -- |
| Dec 2010 | $6.8B | $2.9B | $3.9B | -- | -- |
| Nov 2010 | $6.8B | $2.9B | $3.9B | -- | -- |
| Sep 2010 | $6.8B | $2.9B | $3.9B | -- | -- |
| Sep 2010 | $6.8B | $2.9B | $3.9B | -- | -- |
| Jul 2010 | $6.8B | $2.9B | $3.9B | -- | -- |
| Jun 2010 | $6.8B | $2.9B | $3.9B | -- | -- |
| Jan 2010 | $5.1B | $1.9B | $3.2B | -- | -- |
| Oct 2009 | $5.1B | $1.9B | $3.2B | -- | -- |
| Sep 2009 | $5.1B | $1.9B | $3.2B | -- | -- |
| Jul 2009 | $5.1B | $1.9B | $3.2B | -- | -- |
| May 2009 | $5.1B | $1.9B | $3.2B | -- | -- |
| Apr 2009 | $5.1B | $1.9B | $3.2B | -- | -- |
| Mar 2009 | $5.1B | $1.9B | $3.2B | -- | -- |
| Sep 2008 | $11.9B | $5B | $6.9B | -- | -- |
| Jan 2008 | $13B | $5B | $8.1B | -- | -- |
| Nov 2007 | $13B | $5B | $8.1B | -- | -- |
| Sep 2007 | $13B | $5B | $8.1B | -- | -- |
| Aug 2007 | $13B | $5B | $8.1B | -- | -- |
| Aug 2007 | $13B | $5B | $8.1B | -- | -- |
| Feb 2007 | $13B | $5B | $8.1B | -- | -- |
| Feb 2007 | $13B | $8.1B | $5B | -- | -- |
| Jan 2007 | $7.5B | $2.2B | $5.3B | -- | -- |
| Dec 2006 | $7.5B | $2.2B | $5.3B | -- | -- |
| Feb 2006 | $7.5B | $2.2B | $5.3B | -- | -- |
| Feb 2006 | $4.1B | $1.3B | $2.8B | -- | -- |
| Jan 2006 | $4.1B | $1.3B | $2.8B | -- | -- |
| Dec 2005 | $4.1B | $1.3B | $2.8B | -- | -- |
| Nov 2005 | $4.1B | $1.3B | $2.8B | -- | -- |
| Nov 2005 | $4.1B | $1.3B | $2.8B | -- | -- |
| Sep 2005 | $4.1B | $1.3B | $2.8B | -- | -- |
| May 2005 | $4.1B | $1.3B | $2.8B | -- | -- |
| May 2005 | $4.1B | $1.3B | $2.8B | -- | -- |
| May 2005 | $4.1B | $1.3B | $2.8B | -- | -- |
| Feb 2005 | $3.8B | $1.5B | $2.3B | -- | -- |
| Dec 2004 | $3.8B | $1.5B | $2.3B | -- | -- |
| Jun 2004 | $3.8B | $1.5B | $2.3B | -- | -- |
| May 2004 | $3.8B | $1.5B | $2.3B | -- | -- |
| Apr 2004 | $3.8B | $1.5B | $2.3B | -- | -- |
| Apr 2004 | $3.8B | $1.5B | $2.3B | -- | -- |
| Dec 2003 | $3.1B | $1.5B | $1.6B | -- | -- |
| Oct 2003 | $3.1B | $1.5B | $1.6B | -- | -- |
| Mar 2002 | $2.7B | $1B | $1.7B | -- | -- |
| Mar 2002 | $2.7B | $1B | $1.7B | -- | -- |
| Mar 2002 | $2.7B | $1B | $1.7B | -- | -- |
| Nov 2001 | $2.5B | $2.1B | $356.6M | -- | -- |
| Oct 2001 | $2.5B | $2.1B | $356.6M | -- | -- |
| Sep 2001 | $2.5B | $2.1B | $356.6M | -- | -- |
| Aug 2001 | $2.5B | $2.1B | $356.6M | -- | -- |
| Jul 2001 | $2.5B | $2.1B | $356.6M | -- | -- |
| Jul 2001 | $2.5B | $2.1B | $356.6M | -- | -- |
| May 2001 | $2.5B | $2.1B | $356.6M | -- | -- |
DateDec 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateNov 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateOct 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateOct 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateSep 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateSep 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateJul 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateJun 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateMay 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateMay 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateApr 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateMar 2025
Total AUM$352.6B
Discretionary$289.3B
Non-Disc.$63.3B
Employees8,327
Clients380,710
DateFeb 2025
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateFeb 2025
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateJan 2025
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateJan 2025
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateDec 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateNov 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateNov 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateOct 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateSep 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateSep 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateAug 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateJul 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateJul 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateJun 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateJun 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateMay 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateMay 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateMay 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateMar 2024
Total AUM$249.7B
Discretionary$191.6B
Non-Disc.$58.1B
Employees7,685
Clients262,026
DateMar 2024
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateFeb 2024
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateJan 2024
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateJan 2024
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateDec 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateNov 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateOct 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateOct 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateSep 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateSep 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateAug 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateJul 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateJul 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateJun 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateMay 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateApr 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateApr 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateMar 2023
Total AUM$212.9B
Discretionary$160.7B
Non-Disc.$52.2B
Employees7,098
Clients183,678
DateMar 2023
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateFeb 2023
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateJan 2023
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateJan 2023
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateNov 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateNov 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateOct 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateSep 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateAug 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateJul 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateMay 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateMar 2022
Total AUM$229.7B
Discretionary$164.7B
Non-Disc.$65B
Employees7,626
Clients239,666
DateFeb 2022
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateFeb 2022
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateJan 2022
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateJan 2022
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateJan 2022
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateDec 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateDec 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateNov 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateNov 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateSep 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateSep 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateSep 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateAug 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateAug 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateAug 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateAug 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateJul 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateJun 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateJun 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateJun 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateApr 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateApr 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateMar 2021
Total AUM$188.3B
Discretionary$137.5B
Non-Disc.$50.8B
Employees7,038
Clients155,700
DateMar 2021
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateMar 2021
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateFeb 2021
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateFeb 2021
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateDec 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateNov 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateNov 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateNov 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateOct 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateOct 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateSep 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateJul 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateJul 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateJun 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateJun 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateApr 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateApr 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateMar 2020
Total AUM$163.4B
Discretionary$121.2B
Non-Disc.$42.2B
Employees6,521
Clients128,663
DateMar 2020
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateFeb 2020
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateFeb 2020
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateJan 2020
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateDec 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateDec 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateDec 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateNov 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateNov 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateNov 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateOct 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateOct 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateSep 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateSep 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateAug 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateJul 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateJul 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateJun 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateJun 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateMay 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateMay 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateApr 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateApr 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateMar 2019
Total AUM$130.3B
Discretionary$98.2B
Non-Disc.$32.1B
Employees7,383
Clients127,685
DateMar 2019
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateMar 2019
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateJan 2019
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateJan 2019
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateJan 2019
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateNov 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateNov 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateNov 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateSep 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateAug 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateAug 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateJul 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateJun 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateJun 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateMay 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateApr 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateMar 2018
Total AUM$112.5B
Discretionary$82.2B
Non-Disc.$30.4B
Employees5,713
Clients70,830
DateMar 2018
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateFeb 2018
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateFeb 2018
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateJan 2018
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateJan 2018
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateJan 2018
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateDec 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateDec 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateNov 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateNov 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateNov 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateOct 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateSep 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateSep 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateSep 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateAug 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateAug 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateJul 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateJul 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateJun 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateJun 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateMay 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateMar 2017
Total AUM$81.6B
Discretionary$57.3B
Non-Disc.$24.2B
Employees5,093
Clients331,700
DateMar 2017
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateMar 2017
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateFeb 2017
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateFeb 2017
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateDec 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateDec 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateNov 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateOct 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateSep 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateSep 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateSep 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateSep 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateAug 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateAug 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateJul 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateMay 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateApr 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateMar 2016
Total AUM$70.7B
Discretionary$67.6B
Non-Disc.$3.1B
Employees6,100
Clients361,600
DateMar 2016
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateFeb 2016
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateFeb 2016
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateJan 2016
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateJan 2016
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateJan 2016
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateJan 2016
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateDec 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateOct 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateOct 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateSep 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateSep 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateAug 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateAug 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateJul 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateJun 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateMay 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateMay 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateApr 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateApr 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateApr 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateMar 2015
Total AUM$69.4B
Discretionary$66.3B
Non-Disc.$3.1B
Employees6,100
Clients333,600
DateFeb 2015
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateFeb 2015
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJan 2015
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJan 2015
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJan 2015
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateDec 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateDec 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateDec 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateNov 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateNov 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateNov 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateOct 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateOct 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateOct 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateOct 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateSep 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateSep 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateSep 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateAug 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateAug 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateAug 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateAug 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJul 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJul 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJul 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJul 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateJun 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateMay 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateMay 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateMay 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateMar 2014
Total AUM$57.6B
Discretionary$54.9B
Non-Disc.$2.7B
Employees5,800
Clients238,400
DateMar 2014
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateFeb 2014
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateJan 2014
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateJan 2014
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateJan 2014
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateJan 2014
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateJan 2014
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateDec 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateDec 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateNov 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateNov 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateOct 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateSep 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateAug 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateAug 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateJul 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateJul 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateMay 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateMay 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateApr 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateMar 2013
Total AUM$43.6B
Discretionary$41.5B
Non-Disc.$2.1B
Employees5,700
Clients187,300
DateMar 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateFeb 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateFeb 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateFeb 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateJan 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateJan 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateJan 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateJan 2013
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateDec 2012
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateNov 2012
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees10,900
Clients192,600
DateOct 2012
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees--
Clients192,600
DateOct 2012
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$55.4M
Employees--
Clients192,600
DateAug 2012
Total AUM$10.1B
Discretionary$4B
Non-Disc.$6.1B
Employees--
Clients12,500
DateJun 2012
Total AUM$10.1B
Discretionary$4B
Non-Disc.$6.1B
Employees--
Clients12,500
DateJun 2012
Total AUM$10.1B
Discretionary$4B
Non-Disc.$6.1B
Employees--
Clients12,500
DateMay 2012
Total AUM$10.1B
Discretionary$4B
Non-Disc.$6.1B
Employees--
Clients12,500
DateApr 2012
Total AUM$10.1B
Discretionary$4B
Non-Disc.$6.1B
Employees--
Clients12,500
DateMar 2012
Total AUM$10.1B
Discretionary$4B
Non-Disc.$6.1B
Employees--
Clients12,500
DateDec 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients19,000
DateNov 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients19,000
DateSep 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients--
DateAug 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients--
DateAug 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients--
DateJul 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients--
DateJun 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients--
DateMar 2011
Total AUM$9B
Discretionary$3.9B
Non-Disc.$5.2B
Employees--
Clients--
DateFeb 2011
Total AUM$6.8B
Discretionary$2.9B
Non-Disc.$3.9B
Employees--
Clients--
DateDec 2010
Total AUM$6.8B
Discretionary$2.9B
Non-Disc.$3.9B
Employees--
Clients--
DateNov 2010
Total AUM$6.8B
Discretionary$2.9B
Non-Disc.$3.9B
Employees--
Clients--
DateSep 2010
Total AUM$6.8B
Discretionary$2.9B
Non-Disc.$3.9B
Employees--
Clients--
DateSep 2010
Total AUM$6.8B
Discretionary$2.9B
Non-Disc.$3.9B
Employees--
Clients--
DateJul 2010
Total AUM$6.8B
Discretionary$2.9B
Non-Disc.$3.9B
Employees--
Clients--
DateJun 2010
Total AUM$6.8B
Discretionary$2.9B
Non-Disc.$3.9B
Employees--
Clients--
DateJan 2010
Total AUM$5.1B
Discretionary$1.9B
Non-Disc.$3.2B
Employees--
Clients--
DateOct 2009
Total AUM$5.1B
Discretionary$1.9B
Non-Disc.$3.2B
Employees--
Clients--
DateSep 2009
Total AUM$5.1B
Discretionary$1.9B
Non-Disc.$3.2B
Employees--
Clients--
DateJul 2009
Total AUM$5.1B
Discretionary$1.9B
Non-Disc.$3.2B
Employees--
Clients--
DateMay 2009
Total AUM$5.1B
Discretionary$1.9B
Non-Disc.$3.2B
Employees--
Clients--
DateApr 2009
Total AUM$5.1B
Discretionary$1.9B
Non-Disc.$3.2B
Employees--
Clients--
DateMar 2009
Total AUM$5.1B
Discretionary$1.9B
Non-Disc.$3.2B
Employees--
Clients--
DateSep 2008
Total AUM$11.9B
Discretionary$5B
Non-Disc.$6.9B
Employees--
Clients--
DateJan 2008
Total AUM$13B
Discretionary$5B
Non-Disc.$8.1B
Employees--
Clients--
DateNov 2007
Total AUM$13B
Discretionary$5B
Non-Disc.$8.1B
Employees--
Clients--
DateSep 2007
Total AUM$13B
Discretionary$5B
Non-Disc.$8.1B
Employees--
Clients--
DateAug 2007
Total AUM$13B
Discretionary$5B
Non-Disc.$8.1B
Employees--
Clients--
DateAug 2007
Total AUM$13B
Discretionary$5B
Non-Disc.$8.1B
Employees--
Clients--
DateFeb 2007
Total AUM$13B
Discretionary$5B
Non-Disc.$8.1B
Employees--
Clients--
DateFeb 2007
Total AUM$13B
Discretionary$8.1B
Non-Disc.$5B
Employees--
Clients--
DateJan 2007
Total AUM$7.5B
Discretionary$2.2B
Non-Disc.$5.3B
Employees--
Clients--
DateDec 2006
Total AUM$7.5B
Discretionary$2.2B
Non-Disc.$5.3B
Employees--
Clients--
DateFeb 2006
Total AUM$7.5B
Discretionary$2.2B
Non-Disc.$5.3B
Employees--
Clients--
DateFeb 2006
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateJan 2006
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateDec 2005
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateNov 2005
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateNov 2005
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateSep 2005
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateMay 2005
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateMay 2005
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateMay 2005
Total AUM$4.1B
Discretionary$1.3B
Non-Disc.$2.8B
Employees--
Clients--
DateFeb 2005
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees--
Clients--
DateDec 2004
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees--
Clients--
DateJun 2004
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees--
Clients--
DateMay 2004
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees--
Clients--
DateApr 2004
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees--
Clients--
DateApr 2004
Total AUM$3.8B
Discretionary$1.5B
Non-Disc.$2.3B
Employees--
Clients--
DateDec 2003
Total AUM$3.1B
Discretionary$1.5B
Non-Disc.$1.6B
Employees--
Clients--
DateOct 2003
Total AUM$3.1B
Discretionary$1.5B
Non-Disc.$1.6B
Employees--
Clients--
DateMar 2002
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees--
Clients--
DateMar 2002
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees--
Clients--
DateMar 2002
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees--
Clients--
DateNov 2001
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.6M
Employees--
Clients--
DateOct 2001
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.6M
Employees--
Clients--
DateSep 2001
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.6M
Employees--
Clients--
DateAug 2001
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.6M
Employees--
Clients--
DateJul 2001
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.6M
Employees--
Clients--
DateJul 2001
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.6M
Employees--
Clients--
DateMay 2001
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$356.6M
Employees--
Clients--