AX Revenue Flow Filed revenue amounts for 2025-07-01 to 2026-06-30. Coverage is partial. Unconnected amounts are separate disclosures; they must not be added together.
2026-06-30: Revenue (m) ; Income tax $31.03M* ; Net income $124.95M* . 2026-03-31: Revenue (m) ; Income tax $40.62M ; Net income $124.68M . 2025-12-31: Revenue (m) ; Income tax $47.12M ; Net income $128.40M . 2025-09-30: Revenue (m) ; Income tax $37.54M ; Net income $112.35M . Product or service Separate filed amounts; connecting flows are not established. Components and totals may overlap.
AX revenue flow Filed amounts. Only explicit calculation relationships connect amounts; dimensional membership alone does not establish an additive flow. Advisory Fee Income $35.98M Broker Dealer Clearing Fees $24.24M Card Fees And Other $10.03M Deposit Service Fees $8.36M Technology And Service Fees $2.64M Revenue $81.25M Pre-tax income $646.67M Income tax $156.30M Net income $490.37M
Finer product or service dollar figures and nonoverlapping groupings are shown only where supported by the retained filing evidence. Growth percentages are never converted to revenue dollars.
Historical revenue and expense breakdown Revenue and expense 3 month Period end Revenue Income tax Net income 2026-06-30 (m) $31.03M* $124.95M* 2026-03-31 (m) $40.62M $124.68M 2025-12-31 (m) $47.12M $128.40M 2025-09-30 (m) $37.54M $112.35M 2025-03-31 (m) $42.87M $105.21M 2024-12-31 (m) $45.64M $104.69M 2024-09-30 (m) $46.85M $112.34M 2024-03-31 (m) $44.82M $110.72M 2023-12-31 (m) $65.63M $151.77M 2023-09-30 (m) $35.51M $82.64M 2023-03-31 (m) $34.83M $79.85M 2022-12-31 (m) $35.66M $81.55M 2022-09-30 (m) $24.44M $58.41M 2022-03-31 (m) $25.17M $61.82M 2021-12-31 (m) $25.55M $60.79M 2021-09-30 (m) $24.70M $60.21M 2021-06-30 (m) $21.09M $54.26M 2021-03-31 (m) $22.40M $53.65M 2020-12-31 (m) $23.73M $54.78M 2020-09-30 (m) $22.81M $53.02M 2020-06-30 (m) $22.63M $45.30M 2020-03-31 $8.35M $23.81M $56.06M 2019-12-31 $9.68M $16.87M $41.30M 2019-09-30 $8.21M $15.89M $40.79M 2019-06-30 (m) $14.69M $40.63M 2019-03-31 $4.66M $15.63M $38.82M 2018-12-31 $5.64M $14.89M $38.84M 2018-09-30 $4.17M $12.46M $36.84M 2018-06-30 (m) $13.34M $37.12M 2018-03-31 $1.14M $26.62M $51.25M 2017-12-31 $3.39M $24.84M $31.66M 2017-09-30 $1.10M $22.49M $32.38M 2017-06-30 (m) $23.33M $32.55M 2017-03-31 (m) $30.42M $40.99M 2016-12-31 (m) $23.36M $32.30M 2016-09-30 (m) $20.84M $28.90M 2016-06-30 (m) $21.56M $29.73M 2016-03-31 (m) $25.55M $35.91M 2015-12-31 (m) $20.40M $28.15M 2015-09-30 (m) $18.10M $25.50M 2015-06-30 (m) $17.52M $24.39M 2015-03-31 (m) $14.71M $21.07M 2014-12-31 (m) $13.60M $19.37M 2014-09-30 (m) $12.34M $17.84M 2014-06-30 (m) $11.19M $16.01M 2014-03-31 (m) $10.32M $14.61M 2013-12-31 (m) $8.91M $13.15M 2013-09-30 (m) $7.89M $12.18M 2013-06-30 (m) $7.89M $11.13M 2013-03-31 (m) $7.16M $10.40M 2012-12-31 (m) $6.69M $9.77M 2012-09-30 (m) $6.17M $8.99M 2012-06-30 (m) $5.87M $8.56M 2012-03-31 (m) $5.28M $7.72M 2011-12-31 (m) $4.61M $6.66M 2011-09-30 (m) $4.30M $6.53M 2011-06-30 (m) $3.77M $5.54M 2011-03-31 (m) $3.37M $5.28M 2010-12-31 (m) $3.28M $4.93M 2010-09-30 (m) $3.16M $4.83M
Revenue and expense 6 month Period end Revenue Income tax Net income 2025-12-31 (m) $84.65M $240.75M 2024-12-31 (m) $92.50M $217.03M 2023-12-31 (m) $101.14M $234.42M 2022-12-31 (m) $60.10M $139.96M 2021-12-31 (m) $50.25M $121.00M 2020-12-31 (m) $46.54M $107.81M 2019-12-31 $17.89M $32.75M $82.08M 2018-12-31 $9.81M $27.35M $75.68M 2017-12-31 $4.49M $47.33M $64.04M 2016-12-31 (m) $44.20M $61.20M 2015-12-31 (m) $38.49M $53.65M 2014-12-31 (m) $25.94M $37.21M 2013-12-31 (m) $16.80M $25.34M 2012-12-31 (m) $12.86M $18.76M 2011-12-31 (m) $8.91M $13.19M 2010-12-31 (m) $6.45M $9.76M
Revenue and expense 9 month Period end Revenue Income tax Net income 2026-03-31 (m) $125.27M $365.43M 2025-03-31 (m) $135.37M $322.23M 2024-03-31 (m) $145.96M $345.14M 2023-03-31 (m) $94.93M $219.81M 2022-03-31 (m) $75.42M $182.82M 2021-03-31 (m) $68.95M $161.45M 2020-03-31 $26.25M $56.56M $138.14M 2019-03-31 $14.47M $42.98M $114.50M 2018-03-31 $5.62M $73.95M $115.29M 2017-03-31 (m) $74.62M $102.19M 2016-03-31 (m) $64.05M $89.56M 2015-03-31 (m) $40.65M $58.29M 2014-03-31 (m) $27.12M $39.95M 2013-03-31 (m) $20.02M $29.16M 2012-03-31 (m) $14.19M $20.91M 2011-03-31 (m) $9.82M $15.04M
Revenue and expense 12 month Period end Revenue Income tax Net income 2026-06-30 $81.25M $156.30M $490.37M 2025-06-30 $65.79M $180.49M $432.91M 2024-06-30 $64.64M $185.47M $450.01M 2023-06-30 $65.26M $124.58M $307.17M 2022-06-30 $59.43M $99.24M $240.72M 2021-06-30 $31.33M $90.04M $215.71M 2020-06-30 $26.82M $79.19M $183.44M 2019-06-30 $27.63M $57.67M $155.13M 2018-06-30 $8.83M $87.29M $152.41M 2017-06-30 (m) $97.95M $134.74M 2016-06-30 (m) $85.60M $119.29M 2015-06-30 (m) $58.17M $82.68M 2014-06-30 (m) $38.31M $55.96M 2013-06-30 (m) $27.91M $40.29M 2012-06-30 (m) $20.06M $29.48M 2011-06-30 (m) $13.59M $20.58M 2010-06-30 (m) $14.75M $21.13M