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Advisors
916
Q1, 2021
Licensed Advisor Associates
382
3.0%
Q1, 2021
Licensed Individuals
1.3K
1.4%
Q1, 2021
Operating Metrics
| Metrics | FY, 2018 | FY, 2019 | FY, 2020 |
|---|---|---|---|
| Advisors | 1.1K | 939 | 936 |
| Licensed Advisor Associates | 343 | 388 | 397 |
| Licensed Individuals | 1.4K | 1.3K | 1.3K |
| Assets Under Management | $65.1B | $70.0B | $74.8B |
| Average Assets Under Management | $78.3B | $70.3B | $66.7B |
| Average Trailing 12-month Production per Advisor | 378K | 438K | 487K |
| Assets Under Administration | $51.3B | $60.1B | $69.7B |
| Net New Average Assets Under Administration | $(3.1B) | $(2.4B) | $(183.0M) |
| Assets Under Administration (Non-Advisory) | $30.1B | $33.1B | $36.6B |
| Assets Under Administration (Advisory) | $21.2B | $26.9B | $33.1B |
| Average Assets Under Administration (Advisory) | $27.6B | ||
| Average Assets Under Administration (Non-Advisory) | $32.4B | ||
| Average Assets Under Administration | $59.9B |
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40-49 out of 100
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