Revenue (Gross)
Breakdown
Segments
Investment AdviceView metric
Investment PerformanceView metric
Distribution And Shareholder ServiceView metric
Product And Service OtherView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Advice | $472.8M | $502.8M | $522.7M | $513M | $507M | $563.1M | $585.2M | $576.2M |
| Distribution And Shareholder Service | — | — | — | — | $60M | $66.7M | $69.2M | $67.5M |
| Investment Performance | $7.4M | $8.6M | $67.5M | -$3.6M | $14.8M | $15.8M | $433M | -$7.1M |
| Total | $588.4M | $624.8M | $708.3M | $621.4M | $633.2M | $700.4M | $1.14B | $690M |