The firm added $18 billion in net new assets during the quarter, with total assets under care reaching $2.6 trillion, up 15% year over year
Diana Britton is the Executive Editor of WealthManagement.com, where she covers independent broker/dealers and RIAs from all angles. Her work spans various themes in finance, including wealth management, investment strategies, and trading technology, with a particular focus on advisor health and wellbeing through her podcast, The Healthy Advisor. Diana has been featured in prominent publications such as World Wealth Journal, Yahoo Finance, and the CFP Board.

















