| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Portfolio Management | $27.66B | $28.66B | $28.88B | $29.42B | $29.91B | $30.36B | $30.46B | $31.05B |
| Retirement Solutions | $282.52M | $288.56M | $250.52M | $263.6M | $269.42M | $264.15M | $214.6M | $170.09M |
| Total | $27.97B | $28.95B | $29.16B | $29.69B | $30.15B | $30.66B | $30.73B | $31.33B |