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Industry Snapshot
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October 2025
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FC Total Productivity
Gross transactional commission revenue plus trailer revenue, 12b-1 fees and fees on managed money accounts divided by the number of full-time equivalent brokers.
Financial Consultant Total Revenue
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| Monthly 28% | Year over Year -1% | | |
Household Revenue Penetration
Investment program revenue divided by the number of households served by the financial institution (annualized)
Household Revenue Penetration
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| Monthly 40% | Year over Year -5% | | |
Deposit Revenue Penetration
Investment program revenue per million of the financial institution's retail deposits (annualized)
Retail Deposit Revenue Penetration
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| Monthly 30% | Year over Year -7% | | |
Platform Total Productivity
Transactional revenue plus Trailer revenue produced by platform reps divided by the number of selling platform reps (as opposed to referral-only reps).
Platform Rep Total Productivity
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| Monthly -27% | Year over Year -40% | | |
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Cumulative
Financial Consultant Revenue
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Product Revenue Mix
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