| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Advice & Wealth Management | $2.82B | $2.91B | $2.98B | $2.91B | $2.92B | $3.09B | $3.25B | $3.25B |
| Retirement & Protection Solutions | $928.00M | $973.00M | $960.00M | $926.00M | $936.00M | $1.10B | $991.00M | $952.00M |
| Asset Management | $848.00M | $882.00M | $930.00M | $846.00M | $830.00M | $906.00M | $1.04B | $910.00M |
| Corporate & Other | $118.00M | $122.00M | $115.00M | $112.00M | $124.00M | $113.00M | $111.00M | $107.00M |
| Total | $4.22B | $4.40B | $4.50B | $4.35B | $4.38B | $4.79B | $4.96B | $4.81B |