2021 Top Net Losses | Advisers Lost |
---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | 1,070 |
Wells Fargo Clearing Services, LLC | 999 |
Edward Jones | 387 |
Equitable Advisors, LLC | 237 |
TD Ameritrade, Inc. | 223 |
MML Investors Services, LLC | 167 |
Avantax Investment Services, Inc. | 167 |
TIAA-CREF Individual & Institutional Services, LLC | 143 |
UBS Financial Services Inc. | 109 |
BBVA Securities Inc. | 109 |
2021 Channel Net Changes | Advisers Gained |
---|---|
RIA | 1,530 |
Independent Broker-Dealer | 1,225 |
Discounter | 482 |
Regional Broker-Dealer | 163 |
Institutional | 66 |
Bank | -479 |
Insurance Broker-Dealer | -922 |
Wirehouse | -2,065 |
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