Revenue

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017	Dec '16 Dec 31, 2016	Dec '15 Dec 31, 2015	Dec '14 Dec 31, 2014	Dec '13 Dec 31, 2013	Dec '12 Dec 31, 2012
Advisory Revenue	8.16B	5.46B
Advisory Revenue Growth	49.42%	32.07%
Commission Revenue	4.51B	3.31B
Commission Revenue Growth	36.29%	29.49%
Asset-Based Revenue	3.00B	2.50B
Asset-Based Revenue Growth	19.95%	5.05%
Service and Fee Revenue	652.40M	552.02M
Service and Fee Revenue Growth	18.18%	8.57%
Transaction Revenue	270.81M	236.27M
Transaction Revenue Growth	14.62%	18.17%
Transaction and Fee Revenue (Pre-FY2019)	-	788.29M
Transaction and Fee Revenue (Pre-FY2019) Growth	-	11.28%
Interest Revenue	231.62M	187.61M
Interest Revenue Growth	23.46%	17.68%
Other Service Revenue	172.41M	144.16M
Other Service Revenue Growth	19.59%	21.12%
Revenue (Other)	923.21M	-
Revenue (Total)	16.99B	12.39B
Revenue (Total) Growth	37.18%	23.20%

Key Performance Indicators

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017	Dec '16 Dec 31, 2016	Dec '15 Dec 31, 2015	Dec '14 Dec 31, 2014	Dec '13 Dec 31, 2013	Dec '12 Dec 31, 2012
Advisory Assets	1.39T	957.00B
Advisory Assets Growth	45.53%	30.06%
Brokerage Assets	977.90B	783.70B
Brokerage Assets Growth	24.78%	26.77%
Total Advisory and Brokerage Assets	2.37T	1.74T
Total Advisory and Brokerage Assets Growth	36.18%	28.55%
Net New Advisory Assets	317.50B	137.80B
Net New Advisory Assets Growth	130.41%	81.32%
Net New Brokerage Assets	114.10B	97.70B
Net New Brokerage Assets Growth	16.79%	247.69%
Total Net New Assets	431.50B	235.50B
Total Net New Assets Growth	83.23%	126.23%
Organic Net New Advisory Assets	116.20B	115.30B
Organic Net New Advisory Assets Growth	0.78%	53.73%
Organic Net New Brokerage Assets	30.50B	25.60B
Organic Net New Brokerage Assets Growth	19.14%	0.79%
Total Organic Net New Assets	146.60B	140.70B
Total Organic Net New Assets Growth	4.19%	40.14%

Updated Jan 29, 2026. Data Source: Fiscal.ai.