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REVENUES FROM CONTRACTS WITH CUSTOMERS (Tables)

6 Months Ended

Jun. 30, 2025

REVENUES FROM CONTRACTS WITH CUSTOMERS

Schedule of revenues from contracts with customers disaggregated by product category and timing of transfer

The following table presents total revenue from contracts with customers disaggregated by investment product for the periods ended June 30 (in thousands):


	Three Months Ended				Six Months Ended
	June 30,				June 30,
Revenue From Contracts With Customers	2025		2024		2025		2024
Variable annuities and other insurance commissions	$	24,575	$	25,025	$	50,653	$	50,070
Mutual fund commissions		5,914		5,479		11,535		9,908
Securities commissions		2,571		2,224		6,017		5,588
Alternative investments		938		935		6,932		2,491
Advisory fees		6,627		6,320		13,542		12,004
Total Revenue From Contracts With Customers	$	40,625	$	39,983	$	88,679	$	80,061

The following tables presents sales-based and trailing revenues disaggregated by product category for the periods ended June 30 (in thousands):


	Three Months Ended				Six Months Ended
	June 30,				June 30,
Sales-based (Point in time)	2025		2024		2025		2024
Variable annuities and other insurance commissions	$	10,523	$	11,592	$	20,435	$	21,030
Mutual fund commissions		854		1,107		2,065		2,525
Securities commissions		2,571		2,224		6,017		5,588
Alternative investments		921		926		6,762		2,473
Total Sales Based Revenues	$	14,869	$	15,849	$	35,279	$	31,616


	Three Months Ended				Six Months Ended
	June 30,				June 30,
Trailing (Over time)	2025		2024		2025		2024
Variable annuities and other insurance commissions	$	14,052	$	13,433	$	30,218	$	29,040
Mutual fund commissions		5,060		4,372		9,471		7,383
Advisory fees		6,627		6,320		13,542		12,004
Alternative investments		17		9		170		18
Total Trailing Revenues		25,756		24,134		53,400		48,445
Total Revenue From Contracts With Customers	$	40,625	$	39,983	$	88,679	$	80,061