Most of the latest additions came from Redwood Shores, Calif.-based Personal Capital.
The ETF will invest in NASDAQ-100 stocks and use swap agreements to gain exposure to daily call options.
A new report by the firm also says private market valuations are generally accurate.
Advisory firms are bringing in more outside experts to meet clients' demands for services.
The merger paves the way for Wentworth to go public as Binah Capital Group.
The Chicago-based firm hopes having a clinical psychologist will help clients deal with difficult situations.
Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.
The research covers strategies in private equity, credit and real estate.
The company is devoting $60 million to its technology budget this year, CEO Michael Kim said.
The pair will operate as the Lewis-Solomon Group in New York City.
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