| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Wealth Management1 | $3.60B | $3.87B | $3.95B | $4.00B | $4.15B | $4.39B | $4.42B | $4.65B |
| Institutional Securities1 | $2.29B | $2.27B | $1.76B | $2.85B | $2.43B | $2.42B | $2.08B | $3.26B |
| Investment Management | $568.00M | $594.00M | $575.00M | $668.00M | $613.00M | $632.00M | $568.00M | $630.00M |
| Total | $6.46B | $6.73B | — | $539.00M | $7.19B | $7.44B | — | $8.54B |