Industry Dashboard

Anonymized aggregate data from member firm submissions.

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Total AUA ($B)

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Registered Reps

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Firms Reporting

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Outlook: Better

Assets Under Administration — 6-Month Trend

Business Outlook

Staff Cost Trend

Technology Spend

Staff in Compliance Roles

AI Adoption Stage

CFR / KYP Compliance Confidence

Client Name vs. Nominee

Fee for Service Accounts

Nominee Platform

AUA by Peer Group

Sentiment Trend — % Reporting "Better" Outlook