| Segment | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Private Client Group | $2.27B | $2.27B | $2.27B | $2.27B | $2.45B | $2.40B | $2.68B | $2.72B |
| Capital Markets | $366.50M | $366.50M | $366.50M | $366.50M | $477.00M | $392.00M | $376.00M | $462.00M |
| Asset Management | $253.25M | $253.25M | $253.25M | $253.25M | $290.00M | $286.00M | $323.00M | $324.00M |
| Bank | — | — | — | — | — | — | — | $14.00M |
| Total | — | — | — | — | — | — | — | — |