| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Wealth Management1 | $3.99B | $4.27B | $4.42B | $4.40B | $4.41B | $4.79B | $5.03B | $5.08B |
| Investment Management | $1.34B | $1.38B | $1.56B | $1.45B | $1.43B | $1.53B | $1.65B | $1.50B |
| Institutional Securities1 | $160.00M | $167.00M | $162.00M | $191.00M | $183.00M | $192.00M | $187.00M | $233.00M |
| Total | $5.42B | $5.75B | $6.06B | $5.96B | $5.95B | $6.44B | $6.79B | — |