Assets, subtotal
Breakdown
| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Retirement Services | $7.16B | $7.49B | $7.53B | $8.15B | $6.15B | $6.90B | $8.88B | $9.19B |
| Asset Management | $14.00M | $10.00M | $16.00M | $69.00M | $10.00M | $5.00M | $12.00M | $7.00M |
| Total | — | — | — | — | — | — | — | — |
Segments
Retirement ServicesView metric
Asset ManagementView metric