| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investor Services | $2.28B | $2.32B | $2.33B | $2.43B | $2.36B | $2.43B | $2.46B | $2.57B |
| Advisor Services | $661M | $690M | $698M | $710M | $687M | $687M | $700M | $726M |
| Total | $2.94B | $3.01B | $3.02B | $3.14B | $3.05B | $3.11B | $3.16B | $3.29B |