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The Adviser Center

More reps bolt from Waddell & Reed, including some it would have liked to keep

The broker-dealer lost 56 brokers and advisers in the third quarter, and not all of them low-producers the firm wants to shed.

Step one: Withdraw from the broker protocol

Pulling out of the protocol proved to be one part of multipronged strategies by Morgan Stanley and UBS to reduce broker attrition. So far, their plans seem to be working.

LPL recruits $800 million advisory business from Signator

Seattle First Asset Management seeks the leverage of the nation's largest independent broker-dealer.

    Make your move

    B-DRIAHybridAll
    Name
    City
    State
    Clearing Firm

    RIA Data Center

    1Financial Engines Advisors$169,000,000,000
    2Fisher Investments$96,031,566,281
    3Hall Capital Partners$36,391,944,531
    4Chevy Chase Trust Company$29,990,558,415
    5Aperio Group$23,817,171,327
    View More
    1Financial Engines Advisors$169,000,000,000
    2Fisher Investments$96,031,566,281
    3Chevy Chase Trust Company$29,990,558,415
    4Aperio Group$23,817,171,327
    5Edelman Financial Services, LLC$21,729,061,354
    View More

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