Investor Services Net New Client Assets
Investor Services Net New Client Assets
-0.64%
-6.18%
Advisor Services Net New Client Assets
Advisor Services Net New Client Assets
+0.11%
+1.15%
Total Net New Client Assets
Total Net New Client Assets
+1.28%
+13.6%
Core Net New Client Assets
Core Net New Client Assets
-0.01%
-0.13%
Client Assets
Client Assets
+0.98%
+10.29%
Average Client Assets
Average Client Assets
+3.17%
+36.66%
New Brokerage Accounts
New Brokerage Accounts
-1.32%
-12.4%
Active Brokerage Accounts
Active Brokerage Accounts
+1.33%
+14.15%
Assets Receiving Ongoing Advisory Services
Assets Receiving Ongoing Advisory Services
+2.29%
+25.46%
Client Cash as a Percentage of Client Assets
Client Cash as a Percentage of Client Assets
+0.9%
+9.38%
