Total Assets
Breakdown
Segments
AdvisoryView metric
TrustView metric
Total reporting segmentView metric
Other reporting segmentView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Advisory | $286.92M | $301.98M | $309.42M | $309.36M | $315.1M | $324.68M | $332.5M | $330.63M |
| Trust | $46.55M | $46.81M | $46.44M | $44.85M | $45.2M | $46.18M | $45.56M | $45.12M |
| Other reporting segment | — | — | — | — | — | — | -$215.76M | — |
| Total | $147.37M | $151.5M | $149.99M | $134.99M | $146.28M | $154.05M | $162.3M | $150.38M |