| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Advice & Wealth Management | $172.00M | $163.00M | $148.00M | $127.00M | $115.00M | $102.00M | $87.00M | $74.00M |
| Corporate & Other | $7.00M | $7.00M | $8.00M | $8.00M | $8.00M | $9.00M | $8.00M | $4.00M |
| Asset Management | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Retirement & Protection Solutions | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Total | $172.00M | $163.00M | $148.00M | $127.00M | $115.00M | $102.00M | $87.00M | $74.00M |