| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Institutional Securities1 | $4.05B | $3.71B | $3.63B | $5.11B | $4.35B | $4.68B | $3.58B | $6.60B |
| Wealth Management1 | $76.00M | $300.00M | $95.00M | -$12.00M | $433.00M | $338.00M | $96.00M | $120.00M |
| Investment Management | -$3.00M | -$24.00M | $43.00M | -$7.00M | -$56.00M | -$15.00M | -$20.00M | -$10.00M |
| Total | $7.00M | $0.00 | $2.00M | $21.00M | $0.00 | $3.00M | $6.00M | — |