| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investor Services | $3.72B | $3.85B | $4.26B | $4.45B | $4.64B | $4.88B | $5.04B | $5.08B |
| Advisor Services | $974M | $999M | $1.07B | $1.15B | $1.22B | $1.25B | $1.3B | $1.41B |
| Total | $4.69B | $4.85B | $5.33B | $5.6B | $5.85B | $6.14B | $6.34B | $6.48B |
