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Annual report for the year ended 2025-12-31. These are reported annual figures, not trailing twelve-month estimates.
The Company is a leading platform provider for retail wealth management businesses that owns and operates ten entities, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities, that have over 1,600 registered individuals working within the financial services industries.
Excerpt from Item 1 — Business; filed 2026-03-31. May be shortened.
Source: SEC Company Facts. Checked 2026-09-25. Data is refreshed in the background. Missing or ambiguous figures are left unavailable.
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