| 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 | $4.10B | $3.96B | $4.00B | $4.15B | $4.20B | $3.65B |
| Investment Management | $27.00M | $33.00M | $26.00M | $23.00M | $10.00M | $12.00M | $12.00M | $22.00M |
| Total | $1.28B | $1.34B | $1.35B | $1.28B | $1.32B | $1.38B | $1.35B | — |