SEC filings and other documents

Record client assets, strong organic growth, and tech-driven efficiency marked Q2 performance.

Driving advisor growth, tech innovation, and seamless integration to lead wealth management.

Record adjusted EPS and robust recruiting pipelines highlight strong Q1 performance.

Record assets, robust organic growth, and major acquisitions drove strong 2025 results.

Integration, innovation, and efficiency drive growth and margin improvement in wealth management.

Record assets, EPS growth, and advisor recruiting; Commonwealth integration progressing well.

Record assets, strong EPS growth, and major acquisitions highlight robust Q2 performance.

Strategic growth, advisor focus, and major acquisitions drive strong performance and future outlook.

Operational efficiency, M&A, and tech investments drive growth and industry leadership.

Record Q1 growth, $1.8T in assets, $5.15 EPS, and major acquisitions progressing on track.

A $2.7B acquisition creates a market leader in independent wealth management, closing in 2025.