| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Investment Advice | $1.73B | $1.79B | $1.79B | $1.88B | $1.90B | $2.04B | $2.06B | $2.08B |
| Investment Performance | $179.34M | $188.30M | $191.79M | $404.74M | $191.83M | $195.41M | $200.68M | $390.29M |
| Total | $3.69B | $2.80B | $3.66B | $3.08B | $3.29B | $3.71B | $3.09B | $4.36B |