Revenue
Breakdown
| Segment | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|
| Investment Advice | $4.03B | $4.42B | $4.40B | $4.45B | $5.05B | $5.28B | $5.44B |
| Technology Services And Subscription Revenue | — | — | $436.00M | $499.00M | $515.00M | $531.00M | $530.00M |
| Distribution And Shareholder Service | $323.00M | $322.00M | $321.00M | $320.00M | $355.00M | $359.00M | $389.00M |
| Investment Performance | $388.00M | $451.00M | $60.00M | $94.00M | $516.00M | $754.00M | $272.00M |
| Service Other | $53.00M | $59.00M | $58.00M | $56.00M | $77.00M | $86.00M | $69.00M |
| Total | $5.20B | $5.68B | $5.28B | $5.42B | $6.51B | $7.01B | $6.70B |
Segments
Investment AdviceView metric
Investment PerformanceView metric
Technology Services And Subscription RevenueView metric
Distribution And Shareholder ServiceView metric
Service OtherView metric
Revenue By Client TypeView metric
Revenue By Investment StyleView metric