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    Binah Capital Group, Inc.

    Company overview

    Market capitalization
    $19.62M
    Employees
    150
    Latest publication
    2026-09-29
    About Binah Capital Group, Inc.

    Binah Capital Group, Inc., together with its subsidiaries, operates in the wealth management industry. The company offers access to stocks, bonds, exchange-traded funds, and options execution services; and research, compliance, supervision, and accounting and related services for financial advisors. It also provides mutual funds and insurance products, as well as alternative investments, such as non-traded real estate investment trusts, unit trusts, and fixed and variable annuities. The company was founded in 2016 and is headquartered in Albany, New York. Binah Capital Group, Inc. operates as a subsidiary of MHC Securities, LLC.

    Company website

    Financial statements

    Income Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USDQ1 20262025-12-31 · USDQ4 20252025-09-30 · USDQ3 20252025-06-30 · USDQ2 20252025-03-31 · USDQ1 20252024-12-31 · USDQ4 20242024-09-30 · USDQ3 20242024-06-30 · USD
    Total Revenue46,516,000USD48,587,000USD44,777,000USD40,625,000USD48,057,000USD43,305,000USD41,026,000USD39,983,000USD
    Total Operating Expenses46,093,000USD1,671,000USD1,762,000USD1,872,000USD1,761,000USD1,256,000USD2,059,000USD1,665,000USD
    Interest Expense516,000USD476,000USD534,000USD543,000USD566,000USD1,394,000USD775,000USD795,000USD
    Income Before Tax423,000USD-236,000USD1,950,000USD-561,000USD1,456,000USD-570,000USD-613,000USD-523,000USD
    Income Tax Expense86,000USD-403,000USD190,000USD93,000USD423,000USD525,000USD537,000USD213,000USD
    Net Income337,000USD167,000USD1,760,000USD-654,000USD1,033,000USD-1,095,000USD-1,150,000USD-736,000USD
    Net Income Applicable To Common Shares-63,000USD———————
    Cost Of Revenue—43,966,000USD41,881,000USD37,666,000USD44,649,000USD40,649,000USD37,769,000USD36,946,000USD
    Gross Profit—4,621,000USD2,896,000USD2,959,000USD3,408,000USD2,499,000USD3,258,000USD3,037,000USD
    Selling General Administrative—742,000USD844,000USD999,000USD536,000USD1,192,000USD1,506,000USD892,000USD
    Operating Income—2,950,000USD1,134,000USD1,087,000USD1,647,000USD1,243,000USD1,199,000USD1,372,000USD
    Interest Income—1,925,000USD1,421,000USD872,000USD879,000USD1,303,000USD1,170,000USD665,000USD
    Net Interest Income—1,449,000USD887,000USD329,000USD313,000USD-91,000USD395,000USD-130,000USD
    Tax Provision—-403,000USD190,000USD93,000USD423,000USD525,000USD537,000USD214,000USD
    Net Income From Continuing Ops—167,000USD1,760,000USD-654,000USD1,033,000USD-1,095,000USD-1,150,000USD-737,000USD
    Ebit—240,000USD2,484,000USD-18,000USD2,022,000USD824,000USD162,000USD272,000USD
    Ebitda—409,000USD2,684,000USD165,000USD2,209,000USD981,000USD430,000USD565,000USD
    Depreciation And Amortization—169,000USD200,000USD183,000USD187,000USD157,000USD268,000USD293,000USD
    Reconciled Depreciation—169,000USD200,000USD143,000USD185,000USD265,000USD218,000USD261,000USD
    Total Other Income Expense Net—-3,186,000USD816,000USD-1,648,000USD-191,000USD-1,813,000USD-1,812,000USD-1,895,000USD
    Minority Interest—0USD0USD0USD0USD0USD0USD0USD
    Unclassified Operating Expenses————1,225,000USD———
    Selling And Marketing Expenses—————842,000USD——
    SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Income Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-09-30 · USDFY 20242024-09-30 · USDFY 20232023-09-30 · USDFY 20222022-09-30 · USDFY 20212021-09-30 · USDFY 20202020-09-30 · USD
    Total Revenue182,041,000USD164,391,000USD159,859,000USD172,404,000USD167,277,622USD110,429,573USD
    Cost Of Revenue168,162,000USD152,476,000USD150,770,000USD159,878,000USD154,991,313USD101,338,363USD
    Gross Profit13,879,000USD11,915,000USD9,089,000USD12,526,000USD12,286,309USD9,091,210USD
    Selling General Administrative3,406,000USD8,121,000USD5,898,000USD7,027,000USD5,019,093USD6,347,444USD
    Unclassified Operating Expenses3,660,000USD2,311,000USD—3,415,000USD5,261,843USD4,377,798USD
    Total Operating Expenses7,066,000USD10,432,000USD8,355,000USD10,442,000USD10,280,936USD10,725,242USD
    Operating Income6,813,000USD1,483,000USD734,000USD2,084,000USD2,005,373USD-1,634,032USD
    Interest Income5,103,000USD4,512,000USD8,096,000USD6,446,000USD4,181,465USD2,985,992USD
    Interest Expense2,119,000USD4,026,000USD5,119,000USD3,318,000USD2,874,282USD2,611,580USD
    Net Interest Income2,984,000USD486,000USD2,977,000USD3,128,000USD1,307,183USD374,412USD
    Income Before Tax2,611,000USD-3,147,000USD486,000USD1,491,000USD2,005,373USD-3,765,722USD
    Income Tax Expense303,000USD1,415,000USD-85,000USD580,000USD-781,448USD-372,496USD
    Tax Provision303,000USD1,415,000USD-85,000USD580,000USD-781,448USD-372,496USD
    Net Income2,308,000USD-5,292,000USD571,000USD911,000USD2,786,821USD-3,393,226USD
    Net Income From Continuing Ops2,308,000USD-4,562,000USD571,000USD911,000USD2,786,821USD-3,393,226USD
    Ebit4,730,000USD879,000USD734,000USD4,809,000USD4,879,655USD-1,154,142USD
    Ebitda5,427,000USD1,898,000USD1,950,000USD6,332,000USD6,516,168USD1,063,560USD
    Depreciation And Amortization697,000USD1,019,000USD1,216,000USD1,523,000USD1,636,513USD2,217,702USD
    Reconciled Depreciation697,000USD1,019,000USD1,104,000USD1,523,000USD1,636,513USD2,217,702USD
    Total Other Income Expense Net-4,202,000USD-4,630,000USD-248,000USD-593,000USD-2,451,000USD-2,131,690USD
    Minority Interest0USD-730,000USD————
    Selling And Marketing Expenses——2,457,000USD———
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USDQ1 20262025-12-31 · USDQ4 20252025-09-30 · USDQ3 20252025-06-30 · USDQ2 20252025-03-31 · USDQ1 20252024-12-31 · USDQ4 20242024-09-30 · USDQ3 20242024-06-30 · USD
    Total Assets71,183,000USD70,215,000USD67,564,000USD67,791,000USD67,877,000USD66,677,000USD66,963,000USD66,063,000USD
    Total Liabilities50,401,000USD———————
    Total Equity Including Noncontrolling Interest20,782,000USD———————
    Property Plant Equipment Net3,581,000USD3,439,000USD3,647,000USD3,871,000USD4,085,000USD4,329,000USD4,555,000USD4,779,000USD
    Goodwill39,839,000USD———————
    Intangible Assets496,000USD671,000USD758,000USD846,000USD933,000USD1,021,000USD1,146,000USD1,291,000USD
    Common Stock0USD———————
    Retained Earnings-20,258,000USD-22,610,000USD-21,113,000USD-23,026,000USD-22,220,000USD-23,253,000USD-22,158,000USD-21,008,000USD
    Accumulated Other Comprehensive Income37,000USD—-154,000USD—————
    Other Current Assets—1,000,000USD—1,000,000USD1,000,000USD1,000,000USD400,000USD400,000USD
    Total Liab—67,616,000USD49,465,000USD66,704,000USD65,991,000USD65,446,000USD64,240,000USD63,352,000USD
    Total Stockholder Equity—2,599,000USD18,099,000USD1,087,000USD1,886,000USD1,231,000USD2,723,000USD2,711,000USD
    Capital Stock—1,500,000USD1,500,000USD1,500,000USD1,500,000USD1,500,000USD1,500,000USD0USD
    Good Will—39,839,000USD39,839,000USD39,839,000USD39,839,000USD39,839,000USD39,839,000USD39,839,000USD
    Cash—9,716,000USD8,339,000USD7,170,000USD7,821,000USD7,486,000USD6,853,000USD6,625,000USD
    Cash And Short Term Investments—9,716,000USD8,339,000USD7,170,000USD7,821,000USD7,486,000USD6,853,000USD6,625,000USD
    Total Current Assets—23,125,000USD20,685,000USD19,816,000USD20,661,000USD19,495,000USD19,187,000USD17,464,000USD
    Total Current Liabilities—25,735,000USD44,152,000USD23,943,000USD22,792,000USD21,676,000USD21,058,000USD19,486,000USD
    Net Debt—16,497,000USD18,502,000USD20,291,000USD20,258,000USD21,337,000USD21,565,000USD22,647,000USD
    Short Long Term Debt Total—26,213,000USD26,841,000USD27,461,000USD28,079,000USD28,823,000USD28,418,000USD29,272,000USD
    Long Term Debt—22,992,000USD23,463,000USD23,933,000USD24,404,000USD25,003,000USD24,455,000USD25,168,000USD
    Net Receivables—12,409,000USD12,346,000USD11,646,000USD11,840,000USD11,009,000USD11,934,000USD10,439,000USD
    Accounts Payable—25,735,000USD22,424,000USD23,943,000USD22,792,000USD21,676,000USD21,058,000USD19,486,000USD
    Property Plant Equipment Gross—6,823,000USD3,647,000USD3,871,000USD4,085,000USD7,394,000USD4,555,000USD4,779,000USD
    Common Stock Shares Outstanding—16,813,000shares16,720,000shares16,602,000shares16,602,000shares16,593,000shares16,602,000shares16,573,000shares
    Non Current Assets Total—47,090,000USD46,878,999USD47,975,000USD47,216,000USD47,182,000USD47,776,000USD48,598,000USD
    Non Current Liabilities Total—41,881,000USD5,313,000USD42,761,000USD43,199,000USD43,770,000USD43,182,000USD43,866,000USD
    Non Currrent Assets Other—6,580,000USD2,634,999USD3,419,000USD2,359,000USD1,993,000USD2,236,000USD2,689,000USD
    Net Working Capital—-2,610,000USD-1,939,000USD-4,127,000USD-2,131,000USD-2,181,000USD-1,871,000USD-2,022,000USD
    Unclassified Non Current Assets—-3,439,000USD-11,603,000USD—-10,524,000USD—-10,207,000USD—
    Unclassified Non Current Liabilities—18,889,000USD-18,150,000USD18,828,000USD18,795,000USD18,767,000USD18,727,000USD18,698,000USD
    Unclassified Equity—23,709,000USD37,866,000USD22,613,000USD22,606,000USD22,984,000USD23,381,000USD23,719,000USD
    Other Current Liab——200,000USD-22,148,000USD-22,766,000USD-28,823,000USD-28,418,000USD-19,486,000USD
    Other Assets——11,603,000USD—10,524,000USD—10,207,000USD1,000USD
    Short Term Debt——21,528,000USD22,148,000USD22,766,000USD28,823,000USD28,418,000USD29,272,000USD
    Unclassified Current Liabilities———-22,148,000USD-22,766,000USD-28,823,000USD-28,418,000USD-29,272,000USD
    Non Current Liabilities Other————-1,000USD——-1,000USD
    Short Term Investments——————400,000USD—
    Inventory———————-400,000USD
    SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-09-30 · USDFY 20242024-09-30 · USDFY 20232023-09-30 · USDFY 20222022-09-30 · USDFY 20212021-09-30 · USDFY 20202020-09-30 · USD
    Total Assets70,215,000USD66,677,000USD67,410,000USD68,684,000USD74,086,264USD64,345,326USD
    Intangible Assets671,000USD1,021,000USD1,580,000USD2,159,000USD3,140,795USD4,159,379USD
    Other Current Assets1,000,000USD1,000,000USD——132,740USD292,740USD
    Total Liab67,616,000USD65,446,000USD62,307,000USD63,787,000USD67,874,818USD59,042,613USD
    Total Stockholder Equity2,599,000USD1,231,000USD5,103,000USD4,897,000USD6,211,446USD5,302,713USD
    Capital Stock1,500,000USD1,500,000USD0USD———
    Retained Earnings-22,610,000USD-23,253,000USD-18,690,000USD-19,261,000USD-10,256,949USD-9,558,337USD
    Good Will39,839,000USD39,839,000USD39,839,000USD39,839,000USD39,838,916USD34,205,956USD
    Cash9,716,000USD7,486,000USD7,621,000USD7,849,000USD7,323,179USD6,688,648USD
    Cash And Short Term Investments9,716,000USD7,486,000USD7,621,000USD7,849,000USD7,323,179USD6,688,648USD
    Total Current Assets23,125,000USD19,495,000USD18,059,000USD18,313,000USD20,362,602USD16,001,726USD
    Total Current Liabilities25,735,000USD21,676,000USD62,307,000USD63,787,000USD21,229,566USD18,397,071USD
    Net Debt16,497,000USD21,337,000USD29,759,000USD31,213,000USD39,322,073USD33,956,894USD
    Short Long Term Debt Total26,213,000USD28,823,000USD37,380,000USD39,062,000USD46,645,252USD40,645,542USD
    Long Term Debt22,992,000USD25,003,000USD38,168,000USD39,260,000USD40,254,433USD34,304,272USD
    Net Receivables12,409,000USD11,009,000USD10,438,000USD10,464,000USD13,039,423USD9,313,078USD
    Accounts Payable25,735,000USD21,676,000USD9,082,000USD8,905,000USD21,229,566USD18,397,071USD
    Property Plant Equipment Net3,439,000USD4,329,000USD5,306,000USD5,984,000USD8,131,878USD8,308,436USD
    Property Plant Equipment Gross6,823,000USD7,394,000USD7,931,000USD8,178,000USD9,992,290USD9,458,926USD
    Common Stock Shares Outstanding16,975,000shares16,593,000shares16,128,999shares16,129,000shares16,129,000shares16,129,000shares
    Non Current Assets Total47,090,000USD47,182,000USD49,351,000USD50,370,999USD53,723,662USD48,343,600USD
    Non Current Liabilities Total41,881,000USD43,770,000USD42,548,000USD43,786,000USD46,645,252USD40,645,542USD
    Non Currrent Assets Other6,580,000USD1,993,000USD2,626,000USD2,388,999USD2,612,073USD1,669,829USD
    Net Working Capital-2,610,000USD-2,181,000USD-1,699,000USD-1,687,000USD-866,964USD-2,395,345USD
    Unclassified Non Current Assets-3,439,000USD-4,329,000USD————
    Unclassified Non Current Liabilities18,889,000USD18,767,000USD4,380,000USD4,526,000USD6,390,819USD6,341,270USD
    Unclassified Equity23,709,000USD22,983,999USD23,792,999USD24,158,000USD19,242,033USD-102,988,993USD
    Other Current Liab—10,676,000USD15,845,000USD15,788,849USD-20,469,804USD-36,712,858USD
    Common Stock—12,299,000USD12,299,000USD12,299,000USD117,861,829USD117,850,043USD
    Other Assets—4,329,000USD—1USD——
    Short Term Debt—28,823,000USD37,380,000USD39,062,000USD1,667USD—
    Short Term Investments—400,000USD————
    Inventory—-400,000USD——-13,039,423USD-9,313,078USD
    Accumulated Other Comprehensive Income—-12,298,999USD-12,298,999USD-12,299,000USD-120,635,467USD—
    Unclassified Current Liabilities—-39,499,000USD————
    Non Current Liabilities Other——-1,000USD-1,000USD——
    Current Deferred Revenue————-21,229,566USD—
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow YTD

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USD
    Depreciation270,000USD
    Stock Based Compensation548,000USD
    Deferred Income Tax-41,000USD
    Change To Liabilities-979,000USD
    Change In Working Capital-1,296,000USD
    Operating Cash Flow1,656,000USD
    Capital Expenditures-26,000USD
    Investing Cash Flow-26,000USD
    Financing Cash Flow-1,437,000USD
    Change In Cash193,000USD
    End Cash Flow10,909,000USD
    SourceDisclosureDeterministicFinal

    Cash flow Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-03-31 · USDQ1 20262025-12-31 · USDQ4 20252025-09-30 · USDQ3 20252025-06-30 · USDQ2 20252025-03-31 · USDQ1 20252024-12-31 · USDQ4 20242024-09-30 · USDQ3 20242024-06-30 · USD
    Net Income1,901,000USD167,000USD1,763,000USD-655,000USD1,033,000USD-1,095,000USD-1,148,000USD-736,000USD
    Depreciation143,000USD169,000USD200,000USD143,000USD185,000USD265,000USD218,000USD293,000USD
    Stock Based Compensation384,000USD170,000USD163,000USD392,000USD0USD—0USD—
    Other Non Cash Items583,999USD194,000USD197,000USD588,000USD192,000USD2,102,000USD32,000USD268,000USD
    Change To Account Receivables-1,088,000USD-63,000USD-700,000USD194,000USD-831,000USD457,000USD-1,495,000USD162,000USD
    Change In Working Capital-2,081,999USD3,154,000USD-1,314,000USD22,000USD-313,000USD522,000USD600,000USD1,197,000USD
    Total Cash From Operating Activities538,000USD3,103,000USD931,000USD63,000USD1,054,000USD1,794,000USD-298,000USD1,022,000USD
    Capital Expenditures-11,000USD-6,000USD-47,000USD0USD-8,000USD-67,000USD0USD-7,000USD
    Free Cash Flow527,000USD3,097,000USD884,000USD63,000USD1,046,000USD1,727,000USD-298,000USD1,015,000USD
    Total Cashflows From Investing Activities-11,000USD-6,000USD-47,000USD—-8,000USD-67,000USD—-7,000USD
    Net Borrowings-508,000USD-507,000USD-508,000USD-508,000USD-507,000USD8,275,000USD-588,000USD—
    Total Cash From Financing Activities-717,000USD-720,000USD-715,000USD-714,000USD-711,000USD-494,000USD526,000USD-171,000USD
    Dividends Paid-209,000USD-213,000USD-207,000USD-206,000USD-204,000USD-183,000USD-364,000USD0USD
    Change In Cash-190,000USD2,377,000USD169,000USD-651,000USD335,000USD1,233,000USD228,000USD845,000USD
    Begin Period Cash Flow10,716,000USD8,339,000USD8,170,000USD8,821,000USD8,486,000USD7,253,000USD7,025,000USD6,180,000USD
    End Period Cash Flow10,526,000USD10,716,000USD8,339,000USD8,170,000USD8,821,000USD8,486,000USD7,253,000USD7,025,000USD
    Other Cashflows From Financing Activities-534,000USD—-561,000USD—-27,000USD-8,586,000USD9,163,000USD-12,764,000USD
    Issuance Of Capital Stock—0USD0USD0USD0USD0USD1,500,000USD0USD
    Investments——-47,000USD0USD-8,000USD-67,000USD0USD-7,000USD
    Unclassified Financing Cash Flow——————-9,185,000USD12,593,000USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-09-30 · USDFY 20242024-09-30 · USDFY 20232023-09-30 · USDFY 20222022-09-30 · USDFY 20212021-09-30 · USDFY 20202020-09-30 · USD
    Net Income2,308,000USD-4,562,000USD571,000USD911,000USD2,786,821USD-3,393,226USD
    Depreciation697,000USD1,019,000USD1,216,000USD1,523,000USD1,636,513USD2,217,702USD
    Stock Based Compensation725,000USD0USD————
    Other Non Cash Items779,000USD2,005,000USD4,018,000USD2,033,000USD465,938USD2,427,181USD
    Change To Account Receivables-1,400,000USD-1,039,000USD26,000USD2,575,000USD-3,612,026USD1,450,086USD
    Change In Working Capital1,549,000USD314,000USD-1,964,000USD321,000USD-1,135,913USD311,999USD
    Total Cash From Operating Activities5,151,000USD-617,000USD2,553,000USD5,361,000USD2,526,059USD2,143,956USD
    Capital Expenditures-61,000USD-85,000USD-80,000USD-327,000USD-422,880USD-563,266USD
    Free Cash Flow5,090,000USD-702,000USD2,473,000USD5,034,000USD2,103,179USD1,580,690USD
    Total Cashflows From Investing Activities-61,000USD-85,000USD—-327,000USD-4,993,073USD-1,002,167USD
    Net Borrowings-2,030,000USD-5,515,000USD-2,336,000USD-2,286,000USD4,979,633USD—
    Total Cash From Financing Activities-2,860,000USD1,567,000USD-2,701,000USD-4,511,000USD3,101,545USD925,672USD
    Dividends Paid-830,000USD-632,000USD-200,000USD-2,225,000USD-2,229,013USD-1,126,245USD
    Issuance Of Capital Stock0USD15,900,000USD0USD0USD350,925USD599,157USD
    Change In Cash2,230,000USD865,000USD-228,000USD7,010,522USD634,531USD2,067,461USD
    Begin Period Cash Flow8,486,000USD7,621,000USD7,849,000USD838,478USD6,688,648USD4,621,187USD
    End Period Cash Flow10,716,000USD8,486,000USD7,621,000USD7,849,000USD7,323,179USD6,688,648USD
    Other Cashflows From Financing Activities-106,000USD7,714,000USD-200,000USD-2,225,000USD-4,993,073USD-1,032,611USD
    Investments—-85,000USD-80,000USD-327,000USD-4,993,073USD-1,002,167USD
    Sale Purchase Of Stock—-165,000USD-165,000USD0USD——
    Unclassified Operating Cash Flow——-1,288,000USD—-1,227,300USD—
    Unclassified Financing Cash Flow———2,225,000USD4,993,073USD2,485,371USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Operating metrics

    No operating metrics are currently published for this company.

    Revenue breakdown

    PeriodDimensionBusiness / regionRevenueCurrencySource
    FY 2025Yearly · 2025-12-31ProductAdvisory Fees28,601,000USD0001104659-26-037897
    FY 2025Yearly · 2025-12-31ProductAlternative Investments10,745,000USD0001104659-26-037897
    FY 2025Yearly · 2025-12-31ProductMutual Fund Commissions24,038,000USD0001104659-26-037897
    FY 2025Yearly · 2025-12-31ProductSecurities Commissions11,818,000USD0001104659-26-037897
    FY 2025Yearly · 2025-12-31ProductVariable Annuities And Other Insurance Commissions106,839,000USD0001104659-26-037897
    Q4 2025Quarterly · 2025-09-30ProductAdvisory Fees7,407,000USD0001104659-25-111462
    Q4 2025Quarterly · 2025-09-30ProductAlternative Investments961,000USD0001104659-25-111462
    Q4 2025Quarterly · 2025-09-30ProductMutual Fund Commissions5,896,000USD0001104659-25-111462
    Q4 2025Quarterly · 2025-09-30ProductSecurities Commissions2,981,000USD0001104659-25-111462
    Q4 2025Quarterly · 2025-09-30ProductVariable Annuities And Other Insurance Commissions27,532,000USD0001104659-25-111462
    Q3 2025Quarterly · 2025-06-30ProductAdvisory Fees6,627,000USD0001410578-25-001758
    Q3 2025Quarterly · 2025-06-30ProductAlternative Investments938,000USD0001410578-25-001758
    Q3 2025Quarterly · 2025-06-30ProductMutual Fund Commissions5,914,000USD0001410578-25-001758
    Q3 2025Quarterly · 2025-06-30ProductSecurities Commissions2,571,000USD0001410578-25-001758
    Q3 2025Quarterly · 2025-06-30ProductVariable Annuities And Other Insurance Commissions24,575,000USD0001410578-25-001758
    Q2 2025Quarterly · 2025-03-31ProductAdvisory Fees6,916,000USD0001104659-26-062580
    Q2 2025Quarterly · 2025-03-31ProductAlternative Investments5,994,000USD0001104659-26-062580
    Q2 2025Quarterly · 2025-03-31ProductMutual Fund Commissions5,623,000USD0001104659-26-062580
    Q2 2025Quarterly · 2025-03-31ProductSecurities Commissions3,446,000USD0001104659-26-062580
    Q2 2025Quarterly · 2025-03-31ProductVariable Annuities And Other Insurance Commissions26,078,000USD0001104659-26-062580
    FY 2024Yearly · 2024-12-31ProductAdvisory Fees24,939,000USD0001104659-26-037897
    FY 2024Yearly · 2024-12-31ProductAlternative Investments6,096,000USD0001104659-26-037897
    FY 2024Yearly · 2024-12-31ProductMutual Fund Commissions21,134,000USD0001104659-26-037897
    FY 2024Yearly · 2024-12-31ProductSecurities Commissions11,788,000USD0001104659-26-037897
    FY 2024Yearly · 2024-12-31ProductVariable Annuities And Other Insurance Commissions100,434,000USD0001104659-26-037897
    Q4 2024Quarterly · 2024-09-30ProductAdvisory Fees6,247,000USD0001104659-25-111462
    Q4 2024Quarterly · 2024-09-30ProductAlternative Investments1,577,000USD0001104659-25-111462
    Q4 2024Quarterly · 2024-09-30ProductMutual Fund Commissions5,129,000USD0001104659-25-111462
    Q4 2024Quarterly · 2024-09-30ProductSecurities Commissions3,201,000USD0001104659-25-111462
    Q4 2024Quarterly · 2024-09-30ProductVariable Annuities And Other Insurance Commissions24,873,000USD0001104659-25-111462
    Q3 2024Quarterly · 2024-06-30ProductAdvisory Fees6,320,000USD0001410578-25-001758
    Q3 2024Quarterly · 2024-06-30ProductAlternative Investments935,000USD0001410578-25-001758
    Q3 2024Quarterly · 2024-06-30ProductMutual Fund Commissions5,479,000USD0001410578-25-001758
    Q3 2024Quarterly · 2024-06-30ProductSecurities Commissions2,224,000USD0001410578-25-001758
    Q3 2024Quarterly · 2024-06-30ProductVariable Annuities And Other Insurance Commissions25,025,000USD0001410578-25-001758
    Q2 2024Quarterly · 2024-03-31ProductAdvisory Fees5,685,000USD0001410578-25-001337
    Q2 2024Quarterly · 2024-03-31ProductAlternative Investments1,556,000USD0001410578-25-001337
    Q2 2024Quarterly · 2024-03-31ProductMutual Fund Commissions4,429,000USD0001410578-25-001337
    Q2 2024Quarterly · 2024-03-31ProductSecurities Commissions3,365,000USD0001410578-25-001337
    Q2 2024Quarterly · 2024-03-31ProductVariable Annuities And Other Insurance Commissions25,045,000USD0001410578-25-001337
    FY 2023Yearly · 2023-12-31ProductAdvisory Fees21,668,000USD0001410578-25-000604
    FY 2023Yearly · 2023-12-31ProductAlternative Investments6,141,000USD0001410578-25-000604
    FY 2023Yearly · 2023-12-31ProductMutual Fund Commissions19,022,000USD0001410578-25-000604
    FY 2023Yearly · 2023-12-31ProductSecurities Commissions10,810,000USD0001410578-25-000604
    FY 2023Yearly · 2023-12-31ProductVariable Annuities And Other Insurance Commissions102,218,000USD0001410578-25-000604
    Q4 2023Quarterly · 2023-09-30ProductAdvisory Fees5,448,000USD0001410578-24-001986
    Q4 2023Quarterly · 2023-09-30ProductAlternative Investments1,541,000USD0001410578-24-001986
    Q4 2023Quarterly · 2023-09-30ProductMutual Fund Commissions4,149,000USD0001410578-24-001986
    Q4 2023Quarterly · 2023-09-30ProductSecurities Commissions3,165,000USD0001410578-24-001986
    Q4 2023Quarterly · 2023-09-30ProductVariable Annuities And Other Insurance Commissions26,614,000USD0001410578-24-001986
    Q3 2023Quarterly · 2023-06-30ProductAdvisory Fees5,259,000USD0001410578-24-001477
    Q3 2023Quarterly · 2023-06-30ProductAlternative Investments1,481,000USD0001410578-24-001477
    Q3 2023Quarterly · 2023-06-30ProductMutual Fund Commissions4,827,000USD0001410578-24-001477
    Q3 2023Quarterly · 2023-06-30ProductSecurities Commissions2,422,000USD0001410578-24-001477
    Q3 2023Quarterly · 2023-06-30ProductVariable Annuities And Other Insurance Commissions24,594,000USD0001410578-24-001477

    Periods follow company fiscal calendars. Quarterly, annual and year-to-date amounts are shown separately. Missing values are not zero. Data may be delayed, incomplete or corrected; follow the disclosure links to verify figures.