| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Institutional Securities1 | $9.61B | $9.98B | $9.01B | $9.60B | $10.68B | $10.99B | $10.21B | $11.28B |
| Wealth Management1 | $2.23B | $2.37B | $2.22B | $2.06B | $2.09B | $2.16B | $2.09B | $1.48B |
| Investment Management | $63.00M | $64.00M | $47.00M | $52.00M | $48.00M | $40.00M | $33.00M | $42.00M |
| Total | $11.46B | $11.99B | -$35.42B | $12.46B | $12.56B | $12.97B | -$38.10B | $12.57B |