| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Institutional Securities1 | $824.97B | $852.04B | $796.61B | $883.72B | $931.16B | $928.13B | $969.55B | $1.24T |
| Wealth Management1 | $369.74B | $388.26B | $400.85B | $398.98B | $404.93B | $418.99B | $433.02B | $328.40B |
| Investment Management | $17.74B | $17.73B | $17.62B | $17.60B | $17.78B | $17.68B | $17.70B | $17.82B |
| Total | $1.21T | $1.26T | $1.22T | $1.30T | $1.35T | $1.36T | $1.42T | $1.58T |