| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Institutional Securities1 | $9.91B | $10.42B | $9.69B | $10.07B | $11.14B | $11.51B | $10.97B | $11.82B |
| Wealth Management1 | $4.03B | $4.15B | $4.1B | $3.96B | $4B | $4.15B | $4.2B | $3.65B |
| Investment Management | $27M | $33M | $26M | $23M | $10M | $12M | $12M | $22M |
| Total | $13.53B | $14.19B | $13.49B | $13.75B | $14.91B | $15.46B | $14.95B | — |