What stands out against comparable advisers

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8,320 anomalies

CORDIANT CAPITAL INC.asset managerRAUM $2.8Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 45.0% to 0.0% between the annual amendments of 2025-03-27 and 2026-04-10
filing Apr 10, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
SHARIAPORTFOLIO, INC.asset managerRAUM $3.0BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $260,863,548 to $3,009,877,222 (+1054.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +11.0% (1364 comparable advisers, 100.0th percentile of changes)
filing Apr 10, 2026peers: asset managers, $1B to $5B (1,364)100% percentile44.6 robust deviationsconfidence 0.85
SHARIAPORTFOLIO, INC.asset managerRAUM $3.0BHNW share shiftChange between filings
HNW share of RAUM moved from 50.0% to 5.0% between the annual amendments of 2025-03-14 and 2026-04-10
filing Apr 10, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
B••• W••••• S••••••••• L••independent RIARAUM $1.6Bclient mix shiftChange between filings
private-client share of RAUM moved from 98.0% to 54.0% between the annual amendments of 2025-04-22 and 2026-04-10
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
B••• W••••• S••••••••• L••independent RIARAUM $1.6Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 2.0% to 46.0% between the annual amendments of 2025-04-22 and 2026-04-10
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.85
S••••••••• I•••asset managerRAUM $3.0Bclient mix shiftChange between filings
private-client share of RAUM moved from 52.0% to 9.0% between the annual amendments of 2025-03-14 and 2026-04-10
filing Apr 10, 2026peers: asset managers, $1B to $5B (1,506)confidence 0.85
K• C•••••• M••••••••• L••independent RIARAUM $200Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 1,298.0 to 781.0 (-40.0%) between the annual amendments of 2025-04-03 and 2026-04-10; the peer median change was +5.0% (3683 comparable advisers, 4.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (3,683)3.9% percentile5.0 robust deviationsconfidence 0.85
A••••• F••••••••independent RIARAUM $428MHNW share shiftChange between filings
HNW share of RAUM moved from 92.0% to 68.0% between the annual amendments of 2025-04-23 and 2026-04-10
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
A••••• F••••••••independent RIARAUM $428Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 873.0 to 525.0 (-40.0%) between the annual amendments of 2025-04-23 and 2026-04-10; the peer median change was +3.0% (3308 comparable advisers, 3.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (3,308)2.7% percentile5.1 robust deviationsconfidence 0.85
F••••• F•••••••• G••••• I•••independent RIARAUM $932Mhigh employee count relative to advisorsStatic outlier
employees per registered advisor of 3.0 against a peer median of 1.4 (949 comparable advisers, 98.0th percentile, 4.0 robust deviations)
filing Apr 10, 2026peers: independent wealth managers, $500M to $1B (949)98% percentile4.0 robust deviationsconfidence 0.8
C•• F•••••••• G•••• L••independent RIARAUM $151MHNW share shiftChange between filings
HNW share of RAUM moved from 30.0% to 52.0% between the annual amendments of 2025-03-28 and 2026-04-10
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F••• F••••••••independent RIARAUM $435MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $294,753,665 to $435,258,041 (+48.0%) between the annual amendments of 2025-03-18 and 2026-04-10; the peer median change was +15.0% (4546 comparable advisers, 95.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (4,546)95% percentile3.2 robust deviationsconfidence 0.85
K• C•••••• M••••••••• L••independent RIARAUM $200Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 724.0 to 424.0 (-41.0%) between the annual amendments of 2025-04-03 and 2026-04-10; the peer median change was +3.0% (3308 comparable advisers, 2.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (3,308)2.5% percentile5.3 robust deviationsconfidence 0.85
B••••••• W••••• A•••••••independent RIARAUM $264MRAUM up 25 %Change between filings
RAUM (Item 5.F) moved from $186,099,182 to $263,759,468 (+42.0%) between the annual amendments of 2025-02-18 and 2026-04-10; the peer median change was +15.0% (4546 comparable advisers, 93.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (4,546)93% percentile2.6 robust deviationsconfidence 0.85
B••••• P••••• A•••••••• L••independent RIARAUM $55Baccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 54,870.0 to 29,892.0 (-46.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was +7.0% (76 comparable advisers, 4.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $20B and over (76)4.0% percentile4.1 robust deviationsconfidence 0.85
1••• I••••••••• C••••••• L••independent RIARAUM $26Baccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 8,143.0 to 5,169.0 (-37.0%) between the annual amendments of 2025-04-03 and 2026-04-10; the peer median change was +7.0% (76 comparable advisers, 5.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $20B and over (76)5.3% percentile3.4 robust deviationsconfidence 0.85
I••• C•••••• M••••••••• L•otherRAUM $218Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 81.0% between the annual amendments of 2025-03-31 and 2026-04-10
filing Apr 10, 2026peers: other advisers, $100M to $500M (212)confidence 0.85
B••••• W••••• A•••••••independent RIARAUM $206MHNW share shiftChange between filings
HNW share of RAUM moved from 23.0% to 38.0% between the annual amendments of 2025-03-27 and 2026-04-10
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
Q•• C•••••• M••••••••• I•••independent RIARAUM $11BHNW share shiftChange between filings
HNW share of RAUM moved from 53.0% to 37.0% between the annual amendments of 2025-03-31 and 2026-04-10
filing Apr 10, 2026peers: independent wealth managers, $5B to $20B (289)confidence 0.85
E•••••••• R••••••••• S••••••••• L••institutionalRAUM $16Binstitutional asset share shiftChange between filings
institutional share of RAUM moved from 68.0% to 87.0% between the annual amendments of 2025-03-31 and 2026-04-10
filing Apr 10, 2026peers: institutional managers, $5B to $20B (71)confidence 0.85
C••••••• C•••••• I•••asset managerRAUM $2.8BRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $2,492,151,375 to $61,870,463 (-98.0%) between the annual amendments of 2025-03-27 and 2026-04-10; the peer median change was +11.0% (1364 comparable advisers, 0.0th percentile of changes)
filing Apr 10, 2026peers: asset managers, $1B to $5B (1,364)0.0% percentile4.7 robust deviationsconfidence 0.85
B•••••• I••••••••• P•••••••• L•otherRAUM $41BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $26,686,881,169 to $40,646,678,109 (+52.0%) between the annual amendments of 2025-03-28 and 2026-04-10; the peer median change was +11.0% (112 comparable advisers, 94.0th percentile of changes)
filing Apr 10, 2026peers: other advisers, $20B and over (112)94% percentile3.0 robust deviationsconfidence 0.85
G••••• W••••• M••••••••• I•••BD affiliatedRAUM $9.2Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 22,073.0 to 33,378.0 (+51.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +9.0% (52 comparable advisers, 98.0th percentile of changes)
filing Apr 10, 2026peers: affiliated wealth managers, $5B to $20B (52)98% percentile3.4 robust deviationsconfidence 0.85
Q•• C•••••• M••••••••• I•••independent RIARAUM $11Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 16,768.0 to 27,393.0 (+63.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was +8.0% (253 comparable advisers, 92.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $5B to $20B (253)92% percentile4.3 robust deviationsconfidence 0.85
A•••••• F••••••••• L••independent RIARAUM $1.4Baccount count surgeChange between filings
accounts (Item 5.F.2.f) moved from 1,700.0 to 2,819.0 (+66.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was +6.0% (1206 comparable advisers, 94.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,206)94% percentile7.1 robust deviationsconfidence 0.85
M•• W••••• C••••••••• L••independent RIARAUM $477Madvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-20 and 2026-04-10; the peer median change was 0.0% (965 comparable advisers, 97.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (965)97% percentile3.0 robust deviationsconfidence 0.85
A•••••• F••••••••• L••independent RIARAUM $1.4Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 12.0 to 18.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was 0.0% (999 comparable advisers, 95.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (999)95% percentile4.0 robust deviationsconfidence 0.85
B••••• P••••• A•••••••• L••independent RIARAUM $55Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 18,045.0 to 29,565.0 (+64.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was +8.0% (63 comparable advisers, 95.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $20B and over (63)95% percentile5.4 robust deviationsconfidence 0.85
G••••• W••••• M••••••••• I•••BD affiliatedRAUM $9.2Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 13,903.0 to 21,267.0 (+53.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +8.0% (50 comparable advisers, 98.0th percentile of changes)
filing Apr 10, 2026peers: affiliated wealth managers, $5B to $20B (50)98% percentile3.5 robust deviationsconfidence 0.85
Q•• C•••••• M••••••••• I•••independent RIARAUM $11Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 16,370.0 to 26,605.0 (+63.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was +6.0% (224 comparable advisers, 93.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $5B to $20B (224)93% percentile4.9 robust deviationsconfidence 0.85
A•••••• F••••••••• L••independent RIARAUM $1.4Bclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 833.0 to 1,256.0 (+51.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was +5.0% (1132 comparable advisers, 96.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,132)96% percentile6.4 robust deviationsconfidence 0.85
B••••• W••••• A•••••••independent RIARAUM $206MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $118,331,201 to $206,399,319 (+74.0%) between the annual amendments of 2025-03-27 and 2026-04-10; the peer median change was +15.0% (4546 comparable advisers, 98.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (4,546)98% percentile5.8 robust deviationsconfidence 0.85
C•• F•••••••• G•••• L••independent RIARAUM $151Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 978.0 to 312.0 (-68.0%) between the annual amendments of 2025-03-28 and 2026-04-10; the peer median change was +3.0% (3308 comparable advisers, 0.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (3,308)0.5% percentile8.4 robust deviationsconfidence 0.85
G••••• W••••• M••••••••• I•••BD affiliatedRAUM $9.2BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $5,597,034,535 to $9,217,163,038 (+65.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +21.0% (52 comparable advisers, 94.0th percentile of changes)
filing Apr 10, 2026peers: affiliated wealth managers, $5B to $20B (52)94% percentile3.9 robust deviationsconfidence 0.85
H••••••• W••••• M••••••••• L••independent RIARAUM $1.1Bemployee count surgeChange between filings
employees (Item 5.A) moved from 11.0 to 18.0 (+64.0%) between the annual amendments of 2025-02-14 and 2026-04-10; the peer median change was +4.0% (1050 comparable advisers, 97.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,050)97% percentile6.0 robust deviationsconfidence 0.85
B••• W••••• S••••••••• L••independent RIARAUM $1.6Bemployee count surgeChange between filings
employees (Item 5.A) moved from 66.0 to 102.0 (+55.0%) between the annual amendments of 2025-04-22 and 2026-04-10; the peer median change was +4.0% (1050 comparable advisers, 97.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,050)97% percentile5.1 robust deviationsconfidence 0.85
H••••••• W••••• M••••••••• L••independent RIARAUM $1.1Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 11.0 to 17.0 (+55.0%) between the annual amendments of 2025-02-14 and 2026-04-10; the peer median change was 0.0% (999 comparable advisers, 96.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (999)96% percentile4.4 robust deviationsconfidence 0.85
K• C•••••• M••••••••• L••independent RIARAUM $200MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $414,086,497 to $199,514,529 (-52.0%) between the annual amendments of 2025-04-03 and 2026-04-10; the peer median change was +15.0% (4546 comparable advisers, 1.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (4,546)0.5% percentile6.6 robust deviationsconfidence 0.85
B••• W••••• S••••••••• L••independent RIARAUM $1.6Bwealth to institutional shiftCombination
private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $565,377,646 to $1,642,992,371, advisors 12 to 12, private clients 2364 to 2734, offices 11 to 15 (2025-04-22 to 2026-04-10)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,363)confidence 0.75
L•• C•••••• L••asset managerRAUM $370MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $220,000,000 to $370,000,000 (+68.0%) between the annual amendments of 2025-04-14 and 2026-04-10; the peer median change was +4.0% (1140 comparable advisers, 94.0th percentile of changes)
filing Apr 10, 2026peers: asset managers, $100M to $500M (1,140)94% percentile2.7 robust deviationsconfidence 0.85
H••••••• W••••• M••••••••• L••independent RIARAUM $1.1BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $614,050,256 to $1,108,279,134 (+80.0%) between the annual amendments of 2025-02-14 and 2026-04-10; the peer median change was +17.0% (1298 comparable advisers, 96.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,298)96% percentile6.5 robust deviationsconfidence 0.85
A•••••• F••••••••• L••independent RIARAUM $1.4BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $890,408,924 to $1,447,040,552 (+63.0%) between the annual amendments of 2025-03-31 and 2026-04-10; the peer median change was +17.0% (1298 comparable advisers, 95.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $1B to $5B (1,298)95% percentile4.7 robust deviationsconfidence 0.85
A•••• I••••••••• L••otherRAUM $13Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-04-28 and 2026-04-10; the peer median change was 0.0% (49 comparable advisers, 96.0th percentile of changes)
filing Apr 10, 2026peers: other advisers, $5B to $20B (49)96% percentile7.1 robust deviationsconfidence 0.85
A••••• F••••••••independent RIARAUM $428Mclients down average size upCombination
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $436,000,000 to $428,000,000, advisors 2 to 2, private clients 873 to 525, offices 1 to 1 (2025-04-23 to 2026-04-10)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
U••••• B•••••••• S••••••• I••BD affiliatedRAUM $372Mclients down average size upCombination
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $389,130,559 to $372,273,451, advisors 53 to 55, private clients 1889 to 1368, offices 79 to 80 (2025-04-04 to 2026-04-10)
filing Apr 10, 2026peers: affiliated wealth managers (187)confidence 0.75
P•••••• F••••• O•••••• L••mixed wealthRAUM $957Mclients down average size upCombination
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $791,454,982 to $956,780,912, advisors 3 to 3, private clients 144 to 100, offices 0 to 0 (2025-03-26 to 2026-04-10)
filing Apr 10, 2026peers: independent wealth managers, $500M to $1B (1,481)confidence 0.75
B••••• P••••• A•••••••• L••independent RIARAUM $55Bgrowth on all axesCombination
RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $39,839,757,384 to $54,872,534,714, advisors 350 to 446, private clients 18045 to 29565, offices 65 to 89 (2025-03-31 to 2026-04-10)
filing Apr 10, 2026peers: independent wealth managers, $20B and over (84)confidence 0.75
V••••••••• S•••••••• L••independent RIARAUM $319Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 242.0 to 420.0 (+74.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +3.0% (3308 comparable advisers, 98.0th percentile of changes)
filing Apr 10, 2026peers: independent wealth managers, $100M to $500M (3,308)98% percentile8.3 robust deviationsconfidence 0.85
B••••• P••••• A•••••••• L••independent RIARAUM $55Bnew owner headcount expandsCombination
B••••• P••••• A••••••• joined Schedule A on the filing of 2026-08-31; advisors 350.0 to 446.0 between the annual amendments of 2025-03-31 and 2026-04-10
filing Apr 10, 2026peers: independent wealth managers, $20B and over (84)confidence 0.75
C••••••••• C•••••• M••••••••• L••asset managerRAUM $230MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $100,324,625 to $230,133,537 (+129.0%) between the annual amendments of 2025-03-31 and 2026-04-09; the peer median change was +4.0% (1140 comparable advisers, 98.0th percentile of changes)
filing Apr 9, 2026peers: asset managers, $100M to $500M (1,140)98% percentile5.3 robust deviationsconfidence 0.85
S••••• C•••••• L••asset managerRAUM $354Mhigh institutional concentrationStatic outlier
institutional share of RAUM of 28% against a peer median of 0% (1568 comparable advisers, 99.0th percentile, 9.4 robust deviations)
filing Apr 9, 2026peers: asset managers, $100M to $500M (1,568)99% percentile9.4 robust deviationsconfidence 0.8
F••••••• C•••••• A•••••••• L••otherRAUM $65.2Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 2.0% to 100.0% between the annual amendments of 2025-04-24 and 2026-04-09
filing Apr 9, 2026peers: other advisers, under $100M (660)confidence 0.85
4•••••• A•••••••• I•••independent RIARAUM $275Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 84.0% to 48.0% between the annual amendments of 2025-03-13 and 2026-04-09
filing Apr 9, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
F••••••• C•••••• A•••••••• L••otherRAUM $65.2MHNW share shiftChange between filings
HNW share of RAUM moved from 99.0% to 17.0% between the annual amendments of 2025-04-24 and 2026-04-09
filing Apr 9, 2026peers: other advisers, under $100M (660)confidence 0.85
I•• P••••••• M•••• M•••••••• I•••independent RIARAUM $451Mlow discretionary shareStatic outlier
discretionary share of RAUM of 0% against a peer median of 100% (5683 comparable advisers, 0.0th percentile, 33.7 robust deviations)
filing Apr 9, 2026peers: independent wealth managers, $100M to $500M (5,683)0.0% percentile33.7 robust deviationsconfidence 0.8
F••••••• C•••••• A•••••••• L••otherRAUM $65.2Mclient mix shiftChange between filings
private-client share of RAUM moved from 99.0% to 18.0% between the annual amendments of 2025-04-24 and 2026-04-09
filing Apr 9, 2026peers: other advisers, under $100M (660)confidence 0.85
C••••••••• W•••••independent RIARAUM $201MHNW share shiftChange between filings
HNW share of RAUM moved from 93.0% to 4.0% between the annual amendments of 2025-04-25 and 2026-04-09
filing Apr 9, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
D••••• C••••••• L••otherRAUM $76.6Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 45.0% between the annual amendments of 2025-03-20 and 2026-04-09
filing Apr 9, 2026peers: other advisers, under $100M (660)confidence 0.85
H•• P••••••• I•••independent RIARAUM $206Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 100.0% to 0.0% between the annual amendments of 2025-03-18 and 2026-04-09
filing Apr 9, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
B••••••• P•••••• W•••••• L••independent RIARAUM $337MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $105,928,806 to $337,266,388 (+218.0%) between the annual amendments of 2025-03-31 and 2026-04-09; the peer median change was +15.0% (4546 comparable advisers, 100.0th percentile of changes)
filing Apr 9, 2026peers: independent wealth managers, $100M to $500M (4,546)100% percentile19.9 robust deviationsconfidence 0.85

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