| Segment | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Wealth Management1 | $4.27B | $4.42B | $4.4B | $4.41B | $4.79B | $5.03B | $5.08B | $5.26B |
| Investment Management | $1.38B | $1.56B | $1.45B | $1.43B | $1.53B | $1.65B | $1.5B | $1.52B |
| Institutional Securities1 | $167M | $162M | $191M | $183M | $192M | $187M | $233M | — |
| Total | $5.75B | $6.06B | $5.96B | $5.95B | $6.44B | $6.79B | — | — |