| 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 three and six months ended June 30 (in thousands): | | | | | | | | | | | | | | | Three Months Ended | | Six Months Ended | | | June 30, | | June 30, | Revenue From Contracts With Customers | | 2026 | | 2025 | | 2026 | | 2025 | Variable annuities and other insurance commissions | | $ | 26,732 | | $ | 24,575 | | $ | 54,988 | | $ | 50,653 | Mutual fund commissions | | | 6,749 | | | 5,914 | | | 13,319 | | | 11,535 | Securities commissions | | | 2,967 | | | 2,571 | | | 6,754 | | | 6,017 | Alternative investments | | | 1,612 | | | 938 | | | 2,754 | | | 6,932 | Advisory fees | | | 7,354 | | | 6,627 | | | 14,660 | | | 13,542 | Total Revenue From Contracts With Customers | | $ | 45,414 | | $ | 40,625 | | $ | 92,475 | | $ | 88,679 |
The following tables presents sales-based and trailing revenues disaggregated by product category for the three and six months ended June 30 (in thousands): | | | | | | | | | | | | | | | Three Months Ended | | Six Months Ended | | | June 30, | | June 30, | Sales-based (Point in time) | | 2026 | | 2025 | | 2026 | | 2025 | Variable annuities and other insurance commissions | | $ | 11,213 | | $ | 10,523 | | $ | 22,665 | | $ | 20,435 | Mutual fund commissions | | | 1,472 | | | 854 | | | 2,932 | | | 2,065 | Securities commissions | | | 2,967 | | | 2,571 | | | 6,754 | | | 6,017 | Alternative investments | | | 1,518 | | | 921 | | | 2,583 | | | 6,762 | Total Sales Based Revenues | | $ | 17,170 | | $ | 14,869 | | $ | 34,934 | | $ | 35,279 |
| | | | | | | | | | | | | | | Three Months Ended | | Six Months Ended | | | June 30, | | June 30, | Trailing (Over time) | | 2026 | | 2025 | | 2026 | | 2025 | Variable annuities and other insurance commissions | | $ | 15,519 | | $ | 14,052 | | $ | 32,323 | | $ | 30,218 | Mutual fund commissions | | | 5,277 | | | 5,060 | | | 10,387 | | | 9,471 | Advisory fees | | | 7,354 | | | 6,627 | | | 14,660 | | | 13,542 | Alternative investments | | | 94 | | | 17 | | | 171 | | | 170 | Total Trailing Revenues | | | 28,244 | | | 25,756 | | | 57,541 | | | 53,400 | Total Revenue From Contracts With Customers | | $ | 45,414 | | $ | 40,625 | | $ | 92,475 | | $ | 88,679 |
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