• Core net new assets brought to the company increased 43% versus May 2025 to reach $49.9 billion – a record for the month of May.
  • Total client assets equaled $13.14 trillion as of month-end May, up 27% from May 2025 and up 4% compared to April 2026.
  • New brokerage accounts opened during the month totaled 461,000, an increase of 37% versus May 2025.
  • Client margin loan balances were up 38% from year-end to $154.6 billion including $37.4 billion related to long/short strategies.
  • Daily average trades reached a record 11.8 million, driven primarily by robust engagement in equities and exchange traded fund products.