| Segment | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Wealth Management1 | $1.77B | $1.89B | $1.9B | $1.91B | $1.99B | $2.11B | $2.17B | $2.25B |
| Investment Management | -$31M | -$21M | -$29M | -$38M | -$28M | -$21M | -$20M | — |
| Institutional Securities1 | $439M | $677M | $469M | $465M | $517M | $754M | $540M | — |
| Total | $2.2B | $2.55B | $2.35B | $2.35B | $2.49B | $2.86B | $2.7B | $2.25B |