Anonymised aggregate data from member firm submissions. Results update live as members submit.
Assets Under Administration, 6-Month Trend
Cost per Registered Rep, Trend (median, annualized)
Technology Spend (annual, all technology)
Total Compliance Spend (annual, all-in)
Assets: Client Name vs. Nominee
Total Revenue (Form 1, monthly)
Risk Adjusted Capital ÷ Margin Required
Carrying Dealer (introducing firms)
Sentiment Trend, % Reporting "Better" Outlook