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Average Client Assets
Average assets per client or account, offering insight into the typical client’s value, success at attracting wealthier customers, and potential for revenue per client to rise or fall.Average Client Assets inflect sharply from early 2024 onward, reflecting a mix of strong organic inflows and market-driven appreciation—management confirms this with record new accounts and sizable core net new assets and assumes double‑digit market gains. The enlarged asset base is feeding fee revenue, net interest income and marked operating‑leverage improvement, but continued upside depends on market/trading activity; underpenetrated lending and nascent tokenization/crypto initiatives remain meaningful longer‑term monetization opportunities rather than near‑term drivers.
Date | Average Client Assets |
|---|---|
Sep 30, 2026 | $13.33T |
Jun 30, 2026 | $12.72T |
Mar 31, 2026 | $12.05T |
Dec 31, 2025 | $10.81T |
Sep 30, 2025 | $11.15T |
Jun 30, 2025 | $10.11T |
Mar 31, 2025 | $10.21T |
Dec 31, 2024 | $9.40T |
Sep 30, 2024 | $9.59T |
Jun 30, 2024 | $9.13T |