Core net new assets totaled $259.8 billion in the first half of 2026, up 19% from the first half of 2025
New brokerage accounts were 2.7 million in the first half of 2026, up 18% from the same prior-year period
Active brokerage accounts reached 39.8 million at June 30, 2026, up 6%
Total client assets increased to $13.08 trillion at June 30, up 10% from year-end 2025
Management estimates investable wealth in the U.S. currently exceeds $90 trillion
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedfive sentences · whole, uncut
the claims it rests on · in our words, not the filing’s