Screener
Goodwill
Breakdown
Segments
Investment ManagersView metric
Investment AdvisorsView metric
Institutional InvestorsView metric
Investments In New BusinessesView metric
| Segment | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Advisors | — | $33.13M | $32.02M | $32.02M | $32.02M | $218.57M | $252.24M | $253.25M |
| Institutional Investors | $62.64M | $61.72M | $62.15M | $62.99M | $62.7M | $62.71M | $62.45M | $62.48M |
| Investment Managers | $55.28M | $55.27M | $55.27M | $55.27M | $55.25M | $55.25M | $55.23M | $55.23M |
| Investments In New Businesses | $20.17M | $20.17M | $18.46M | $18.46M | $18.46M | $18.46M | $18.46M | $18.46M |
| Total | $138.09M | $170.29M | $167.9M | $168.74M | $168.43M | $354.99M | $388.38M | $389.42M |