| Segment | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Advice | $7.24M | $8.18M | $9.06M | $8.67M | $7.51M | $7.93M | $7.76M | $7.58M |
| Shareholder Service | $542K | $597K | $647K | $603K | $546K | $568K | $559K | $552K |
| Total | $7.78M | $8.78M | $9.71M | $9.28M | $8.05M | $8.5M | $8.32M | $8.13M |
