WADDELL & REED, INC.
Legal name: WADDELL & REED
CRD #866 SEC #801-16720 OVERLAND PARK, KS 913-236-2000
SEC Registered Broker-Dealer Disclosures
Total AUM
$33.2B
Discretionary
$6.4B
Employees
1,700
Clients
--
Accounts
187,019
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Aug 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Aug 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jul 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Jun 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| May 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Apr 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Mar 2021 | $33.2B | $6.4B | $26.9B | 1,700 | 36 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Feb 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Feb 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Feb 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Feb 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Feb 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Feb 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Jan 2021 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Dec 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Nov 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Oct 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Sep 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Jul 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Jun 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Jun 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Jun 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| May 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2020 | $26.9B | $3.4B | $23.5B | 1,700 | 0 |
| Mar 2020 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Feb 2020 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Feb 2020 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Feb 2020 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Jan 2020 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Dec 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Oct 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Oct 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Aug 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Aug 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Jul 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Jun 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Jun 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| May 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Apr 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Mar 2019 | $21.2B | $1.4B | $19.8B | 1,700 | 0 |
| Jan 2019 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Dec 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Dec 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Nov 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Sep 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Jul 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Jul 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Jul 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Jun 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Jun 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Apr 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Apr 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Mar 2018 | $21.5B | $1B | $20.5B | 2,000 | 0 |
| Mar 2018 | $19.1B | $961.5M | $18.1B | 2,000 | 0 |
| Jan 2018 | $19.1B | $961.5M | $18.1B | 2,000 | 0 |
| Jan 2018 | $19.1B | $961.5M | $18.1B | 2,000 | 0 |
| Dec 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 0 |
| Nov 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 0 |
| Oct 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 0 |
| Sep 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Sep 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Sep 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Aug 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Aug 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Jul 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Jul 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Jun 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| May 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Apr 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Mar 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Mar 2017 | $19.1B | $961.5M | $18.1B | 2,000 | 153,000 |
| Mar 2017 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Feb 2017 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Jan 2017 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Dec 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Nov 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Nov 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Oct 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Sep 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Sep 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Aug 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Jun 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Jun 2016 | $18.3B | $869.9M | $17.4B | 2,000 | 149,600 |
| Mar 2016 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Mar 2016 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Jan 2016 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Dec 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Nov 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Oct 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Oct 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Sep 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Aug 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Jul 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Jul 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Jun 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Jun 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Jun 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| May 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| May 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Apr 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Apr 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Mar 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Mar 2015 | $17.1B | $589.8M | $16.5B | 2,000 | 136,300 |
| Feb 2015 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Feb 2015 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Jan 2015 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Dec 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Nov 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Oct 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Sep 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Aug 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Aug 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Jul 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Jun 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Jun 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| May 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Apr 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Apr 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Mar 2014 | $14.3B | $372.8M | $13.9B | 1,500 | 115,400 |
| Mar 2014 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Feb 2014 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Jan 2014 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Dec 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Nov 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Oct 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Sep 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Sep 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Aug 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Aug 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Aug 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Jul 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Jun 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| May 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| May 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Apr 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Mar 2013 | $10.1B | $107.7M | $10B | 1,600 | 94,400 |
| Mar 2013 | $7.2B | $107.2M | $7.1B | 2,000 | 69,900 |
| Feb 2013 | $7.2B | $107.2M | $7.1B | 2,000 | 69,900 |
| Jan 2013 | $7.2B | $107.2M | $7.1B | 2,000 | 69,900 |
| Jan 2013 | $7.2B | $107.2M | $7.1B | 2,000 | 69,900 |
| Jan 2013 | $7.6B | $7.2B | $355.4M | 2,000 | 69,900 |
| Jan 2013 | $7.6B | $7.2B | $355.4M | 2,000 | 69,900 |
| Dec 2012 | $7.6B | $7.2B | $355.4M | 2,000 | 69,900 |
| Nov 2012 | $7.6B | $7.2B | $355.4M | 2,000 | 69,900 |
| Oct 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Sep 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Aug 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Aug 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Aug 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Aug 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Jul 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Jun 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| May 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| May 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Apr 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Apr 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Mar 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Mar 2012 | $7.6B | $7.2B | $355.4M | -- | 69,900 |
| Mar 2012 | $5B | $5B | $10M | -- | 59,500 |
| Feb 2012 | $5B | $5B | $10M | -- | 59,500 |
| Dec 2011 | $5B | $5B | $10M | -- | 59,500 |
| Nov 2011 | $5B | $5B | $10M | -- | 59,500 |
| Nov 2011 | $5B | $5B | $10M | -- | 59,500 |
| Nov 2011 | $5B | $5B | $10M | -- | 59,500 |
| Sep 2011 | $5B | $5B | $10M | -- | -- |
| Aug 2011 | $5B | $5B | $10M | -- | -- |
| Aug 2011 | $5B | $5B | $10M | -- | -- |
| Jul 2011 | $5B | $5B | $10M | -- | -- |
| Jun 2011 | $5B | $5B | $10M | -- | -- |
| May 2011 | $5B | $5B | $10M | -- | -- |
| Apr 2011 | $5B | $5B | $10M | -- | -- |
| Apr 2011 | $5B | $5B | $10M | -- | -- |
| Mar 2011 | $5B | $5B | $10M | -- | -- |
| Mar 2011 | $3B | $3B | $5.9M | -- | -- |
| Feb 2011 | $3B | $3B | $5.9M | -- | -- |
| Jan 2011 | $3B | $3B | $5.9M | -- | -- |
| Nov 2010 | $3B | $3B | $5.9M | -- | -- |
| Oct 2010 | $3B | $3B | $5.9M | -- | -- |
| Sep 2010 | $3B | $3B | $5.9M | -- | -- |
| Aug 2010 | $3B | $3B | $5.9M | -- | -- |
| Jul 2010 | $3B | $3B | $5.9M | -- | -- |
| Jun 2010 | $3B | $3B | $5.9M | -- | -- |
| May 2010 | $3B | $3B | $5.9M | -- | -- |
| May 2010 | $3B | $3B | $5.9M | -- | -- |
| Mar 2010 | $3B | $3B | $5.9M | -- | -- |
| Oct 2009 | $1.6B | $1.6B | $0 | -- | -- |
| Sep 2009 | $1.6B | $1.6B | $0 | -- | -- |
| Jun 2009 | $179.2M | $179.2M | $0 | -- | -- |
| Apr 2009 | $179.2M | $179.2M | $0 | -- | -- |
| Apr 2009 | $179.2M | $179.2M | $0 | -- | -- |
| Mar 2009 | $179.2M | $179.2M | $0 | -- | -- |
| Feb 2009 | $1.3B | $1.3B | $0 | -- | -- |
| Sep 2008 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2008 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2008 | $496.9M | $496.9M | $0 | -- | -- |
| Jan 2008 | $496.9M | $496.9M | $0 | -- | -- |
| Jan 2008 | $496.9M | $496.9M | $0 | -- | -- |
| Nov 2007 | $496.9M | $496.9M | $0 | -- | -- |
| Oct 2007 | $496.9M | $496.9M | $0 | -- | -- |
| Sep 2007 | $496.9M | $496.9M | $0 | -- | -- |
| Aug 2007 | $496.9M | $496.9M | $0 | -- | -- |
| Jun 2007 | $496.9M | $496.9M | $0 | -- | -- |
| May 2007 | $496.9M | $496.9M | $0 | -- | -- |
| Apr 2007 | $496.9M | $496.9M | $0 | -- | -- |
| Mar 2007 | $496.9M | $496.9M | $0 | -- | -- |
| Mar 2007 | $409.5M | $409.5M | $0 | -- | -- |
| Feb 2007 | $409.5M | $409.5M | $0 | -- | -- |
| Jan 2007 | $409.5M | $409.5M | $0 | -- | -- |
| Dec 2006 | $409.5M | $409.5M | $0 | -- | -- |
| Nov 2006 | $409.5M | $409.5M | $0 | -- | -- |
| Mar 2006 | $539.6M | $539.6M | $0 | -- | -- |
| Feb 2006 | $539.6M | $539.6M | $0 | -- | -- |
| Jan 2006 | $539.6M | $539.6M | $0 | -- | -- |
| Dec 2005 | $539.6M | $539.6M | $0 | -- | -- |
| Nov 2005 | $539.6M | $539.6M | $0 | -- | -- |
| Oct 2005 | $539.6M | $539.6M | $0 | -- | -- |
| Sep 2005 | $539.6M | $539.6M | $0 | -- | -- |
| Jun 2005 | $539.6M | $539.6M | $0 | -- | -- |
| Jan 2005 | $789M | $789M | $0 | -- | -- |
| Jan 2005 | $789M | $789M | $0 | -- | -- |
| Aug 2004 | $789M | $789M | $0 | -- | -- |
| Jun 2004 | $789M | $789M | $0 | -- | -- |
| Mar 2004 | $789M | $789M | $0 | -- | -- |
| Apr 2002 | $445.3M | $445.3M | $0 | -- | -- |
| Apr 2002 | $445.3M | $445.3M | $0 | -- | -- |
| Mar 2002 | $445.3M | $445.3M | $0 | -- | -- |
| Mar 2002 | $1.8M | $1.8M | $0 | -- | -- |
| Sep 2001 | $1.8M | $1.8M | $0 | -- | -- |
| Jun 2001 | $1.8M | $1.8M | $0 | -- | -- |
DateSep 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateAug 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateAug 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJul 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateJun 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMay 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateApr 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMar 2021
Total AUM$33.2B
Discretionary$6.4B
Non-Disc.$26.9B
Employees1,700
Clients36
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateFeb 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateFeb 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateFeb 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateFeb 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateFeb 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateFeb 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateJan 2021
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateDec 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateNov 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateOct 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateSep 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateJul 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateJun 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateJun 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateJun 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMay 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2020
Total AUM$26.9B
Discretionary$3.4B
Non-Disc.$23.5B
Employees1,700
Clients0
DateMar 2020
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateFeb 2020
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateFeb 2020
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateFeb 2020
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateJan 2020
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateDec 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateOct 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateOct 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateAug 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateAug 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateJul 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateJun 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateJun 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateMay 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateApr 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateMar 2019
Total AUM$21.2B
Discretionary$1.4B
Non-Disc.$19.8B
Employees1,700
Clients0
DateJan 2019
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateDec 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateDec 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateNov 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateSep 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateJul 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateJul 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateJul 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateJun 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateJun 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateApr 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateApr 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateMar 2018
Total AUM$21.5B
Discretionary$1B
Non-Disc.$20.5B
Employees2,000
Clients0
DateMar 2018
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients0
DateJan 2018
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients0
DateJan 2018
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients0
DateDec 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients0
DateNov 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients0
DateOct 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients0
DateSep 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateSep 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateSep 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateAug 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateAug 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateJul 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateJul 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateJun 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateMay 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateApr 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateMar 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateMar 2017
Total AUM$19.1B
Discretionary$961.5M
Non-Disc.$18.1B
Employees2,000
Clients153,000
DateMar 2017
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateFeb 2017
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateJan 2017
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateDec 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateNov 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateNov 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateOct 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateSep 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateSep 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateAug 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateJun 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateJun 2016
Total AUM$18.3B
Discretionary$869.9M
Non-Disc.$17.4B
Employees2,000
Clients149,600
DateMar 2016
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateMar 2016
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateJan 2016
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateDec 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateNov 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateOct 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateOct 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateSep 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateAug 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateJul 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateJul 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateJun 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateJun 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateJun 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateMay 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateMay 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateApr 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateApr 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateMar 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateMar 2015
Total AUM$17.1B
Discretionary$589.8M
Non-Disc.$16.5B
Employees2,000
Clients136,300
DateFeb 2015
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateFeb 2015
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateJan 2015
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateDec 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateNov 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateOct 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateSep 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateAug 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateAug 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateJul 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateJun 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateJun 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateMay 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateApr 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateApr 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateMar 2014
Total AUM$14.3B
Discretionary$372.8M
Non-Disc.$13.9B
Employees1,500
Clients115,400
DateMar 2014
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateFeb 2014
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateJan 2014
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateDec 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateNov 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateOct 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateSep 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateSep 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateAug 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateAug 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateAug 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateJul 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateJun 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateMay 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateMay 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateApr 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateMar 2013
Total AUM$10.1B
Discretionary$107.7M
Non-Disc.$10B
Employees1,600
Clients94,400
DateMar 2013
Total AUM$7.2B
Discretionary$107.2M
Non-Disc.$7.1B
Employees2,000
Clients69,900
DateFeb 2013
Total AUM$7.2B
Discretionary$107.2M
Non-Disc.$7.1B
Employees2,000
Clients69,900
DateJan 2013
Total AUM$7.2B
Discretionary$107.2M
Non-Disc.$7.1B
Employees2,000
Clients69,900
DateJan 2013
Total AUM$7.2B
Discretionary$107.2M
Non-Disc.$7.1B
Employees2,000
Clients69,900
DateJan 2013
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees2,000
Clients69,900
DateJan 2013
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees2,000
Clients69,900
DateDec 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees2,000
Clients69,900
DateNov 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees2,000
Clients69,900
DateOct 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateSep 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateAug 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateAug 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateAug 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateAug 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateJul 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateJun 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateMay 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateMay 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateApr 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateApr 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateMar 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateMar 2012
Total AUM$7.6B
Discretionary$7.2B
Non-Disc.$355.4M
Employees--
Clients69,900
DateMar 2012
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients59,500
DateFeb 2012
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients59,500
DateDec 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients59,500
DateNov 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients59,500
DateNov 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients59,500
DateNov 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients59,500
DateSep 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateAug 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateAug 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateJul 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateJun 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateMay 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateApr 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateApr 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateMar 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$10M
Employees--
Clients--
DateMar 2011
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateFeb 2011
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateJan 2011
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateNov 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateOct 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateSep 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateAug 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateJul 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateJun 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateMay 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateMay 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateMar 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$5.9M
Employees--
Clients--
DateOct 2009
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$539.6M
Discretionary$539.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$789M
Discretionary$789M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$789M
Discretionary$789M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$789M
Discretionary$789M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$789M
Discretionary$789M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$789M
Discretionary$789M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees--
Clients--