| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Advice & Wealth Management | $822.00M | $826.00M | $823.00M | $792.00M | $812.00M | $881.00M | $926.00M | $951.00M |
| Asset Management | $218.00M | $245.00M | $251.00M | $241.00M | $222.00M | $260.00M | $293.00M | $273.00M |
| Retirement & Protection Solutions | $196.00M | $118.00M | $213.00M | $215.00M | $214.00M | $217.00M | $200.00M | $190.00M |
| Corporate & Other | -$119.00M | -$143.00M | -$92.00M | -$97.00M | -$99.00M | -$116.00M | -$84.00M | -$81.00M |
| Total | $1.05B | $645.00M | $1.35B | $687.00M | $1.35B | $1.17B | $1.29B | $1.14B |