• Core net new assets brought to the company increased 46% versus August 2025 to reach $64.8 billion – a record for the month of August.
  • Total client assets equaled $13.41 trillion as of month-end August, up 19% from August 2025 and up 3% compared to July 2026.
  • New brokerage accounts opened during the month totaled 424,000, an increase of 11% versus August 2025.
  • Investors remained engaged in August with margin loan balances up 58% from year-end to $177.6 billion and daily average trades equaling 9.8 million.
  • Transactional sweep cash increased $6.5 billion to end August at $483.3 billion, driven by continued client demand for long/short strategies.