| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investor Services | $1.74B | $1.78B | $2.04B | $2.16B | $2.24B | $2.42B | $2.5B | $2.43B |
| Advisor Services | $422M | $445M | $493M | $548M | $578M | $626M | $670M | $719M |
| Total | $2.16B | $2.22B | $2.53B | $2.71B | $2.82B | $3.05B | $3.17B | $3.14B |