| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investor Services | $1.42B | $1.53B | $1.97B | $2.01B | $2.27B | $2.46B | $2.58B | $2.51B |
| Advisor Services | $324.00M | $317.00M | $340.00M | $444.00M | $529.00M | $565.00M | $600.00M | $679.00M |
| Total | $1.75B | $1.84B | $2.31B | $2.46B | $2.80B | $3.02B | $3.18B | $3.19B |