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Client Assets
Total assets held for clients across brokerage, advisory, and bank products; a key measure of scale that drives fee income, market influence, and sensitivity to market swings.Client assets have moved from a 2022 trough into accelerating growth driven by very strong net new asset inflows and market appreciation; management credits record account openings and core net new assets and models 2026 assuming ~13% market appreciation and ~5% organic gathering. That expanding asset base is the engine behind rising NII, fee growth and materially improved operating leverage, but it remains partially market‑sensitive and reliant on sustained trading and lending activity, so a market reversal or drop in trading volumes would quickly blunt margin and revenue upside.
Date | Client Assets |
|---|---|
Jun 30, 2026 | $13.08T |
Mar 31, 2026 | $11.77T |
Dec 31, 2025 | $11.90T |
Sep 30, 2025 | $11.59T |
Jun 30, 2025 | $10.76T |
Mar 31, 2025 | $9.93T |
Dec 31, 2024 | $10.10T |
Sep 30, 2024 | $9.92T |
Jun 30, 2024 | $9.41T |
Mar 31, 2024 | $9.12T |