Investor Services Net New Client Assets
Investor Services Net New Client Assets
+0.03%
+0.3%
Advisor Services Net New Client Assets
Advisor Services Net New Client Assets
+0.57%
+5.82%
Total Net New Client Assets
Total Net New Client Assets
-0.95%
-9.09%
Core Net New Client Assets
Core Net New Client Assets
-2.24%
-20.23%
Client Assets
Average Client Assets
Average Client Assets
-0.21%
-2.06%
New Brokerage Accounts
New Brokerage Accounts
-2.46%
-22.04%
Active Brokerage Accounts
Active Brokerage Accounts
-1.56%
-14.56%
Assets Receiving Ongoing Advisory Services
Assets Receiving Ongoing Advisory Services
-2.92%
-25.68%
Client Cash as a Percentage of Client Assets
Client Cash as a Percentage of Client Assets
-2.42%
-21.77%
