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Total Client Accounts
Tracks the number of client accounts, providing insight into client base size and growth potential.Total client accounts were growing steadily until late‑2024 when a clear inflection — driven by the Commonwealth integration and stronger recruiting — produced a large step‑up and sustained expansion. That jump reflects successful inorganic scale plus improved advisor pull‑through, but Commonwealth’s mid‑80s retention, seasonal softness and pressure on cash yields mean some of the added accounts (and revenue per account) could be vulnerable; durability depends on retention improvement and successful cash‑monetization execution.
Date | Total Client Accounts |
|---|---|
Jun 30, 2026 | 11.80M |
Mar 31, 2026 | 11.70M |
Dec 31, 2025 | 11.60M |
Sep 30, 2025 | 11.40M |
Jun 30, 2025 | 10.50M |
Mar 31, 2025 | 10.40M |
Dec 31, 2024 | 10.00M |
Sep 30, 2024 | 8.70M |
Jun 30, 2024 | 8.60M |
Mar 31, 2024 | 8.40M |