| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Advisory Fees | $117.2M | $121.63M | $129.76M | $128.8M | $125.63M | $134.4M | $166.6M | $141.72M |
| Commissions from sales and trading | $88.94M | $94.84M | $105.15M | $102.73M | $102.43M | $112.33M | $113.92M | $119.52M |
| Investment banking - advisory | $12.29M | $32.8M | $30.29M | $25.96M | $22.49M | $22.3M | $42.77M | $63.26M |
| Investment Banking, Capital Markets | $16.83M | $19.39M | $14.31M | $21.66M | $21.05M | $55.19M | $54.98M | $34.46M |
| Bank Deposit Sweep Income | $34.85M | $34.88M | $32.36M | $30.08M | $28.65M | $28.35M | $27.73M | $26.12M |
| Mutual fund and insurance income | $8.11M | $8.24M | $8.58M | $8.15M | $7.59M | $8.36M | $8.91M | $8.82M |
| Other | $5.69M | $4.87M | $5.41M | $6.77M | $5.57M | $9.29M | $1.38M | $5.48M |
| Total | $330.59M | $373.35M | $375.42M | $367.83M | $373.18M | $424.44M | $472.63M | $445.1M |