| Segment | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|
| Retirement | — | — | — | $193.11B | $196.79B | $192.39B |
| Asset Management | $10.14B | $10.85B | $10.71B | $10.17B | $10.39B | $10.32B |
| Wealth Management | $168M | $191M | $222M | $289M | $183M | $250M |
| Total | $295.73B | $287.37B | $303.09B | $314.41B | $317.99B | $310.38B |