| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Wealth Management1 | $1.80B | $1.77B | $1.89B | $1.90B | $1.91B | $1.99B | $2.11B | $2.17B |
| Institutional Securities1 | $298.00M | $439.00M | $677.00M | $469.00M | $465.00M | $517.00M | $754.00M | $540.00M |
| Investment Management | -$36.00M | -$31.00M | -$21.00M | -$29.00M | -$38.00M | -$28.00M | -$21.00M | -$20.00M |
| Total | $2.07B | $2.20B | $2.55B | $2.35B | $2.35B | $2.49B | $2.86B | $2.70B |