| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Institutional Group | $1.05B | $6.8M | $1.06B | $1.06B | $51.9M | $1.13B | $1.11B | $1.11B |
| Global Wealth Management | $335.01M | $335.01M | $335.01M | $335.01M | $16.7M | $351.71M | $351.71M | $351.71M |
| Total | $1.39B | $1.39B | $1.4B | $1.4B | $1.48B | $1.48B | $1.46B | $1.46B |
