2025
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | Loans | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | Underwriting | 2022 | 2023 | 2024 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Toronto-Dominion Bank | $51M | $185M | $268M | $8M | $64M | $30M | $58M | $249M | $297M | $605M | ||||||||||||||
| Wells Fargo | $51M | $120M | $134M | $8M | $102M | $38M | $58M | $222M | $172M | $452M | ||||||||||||||
| Bank of America | $34M | $104M | $134M | $8M | $103M | $23M | $42M | $207M | $157M | $405M | ||||||||||||||
| US Bancorp | $51M | $120M | $134M | $64M | $30M | $51M | $185M | $163M | $399M | |||||||||||||||
| Mitsubishi UFJ Financial | $34M | $71M | $134M | $13M | $58M | $44M | $47M | $130M | $178M | $354M | ||||||||||||||
| Citigroup | $71M | $134M | $75M | $23M | $146M | $157M | $303M | |||||||||||||||||
| Regions Financial | $97M | $64M | $21M | $162M | $21M | $183M | ||||||||||||||||||
| Morgan Stanley | $64M | $103M | $15M | $167M | $15M | $182M | ||||||||||||||||||
| Goldman Sachs | $64M | $8M | $75M | $15M | $8M | $139M | $15M | $161M | ||||||||||||||||
| Barclays | $64M | $75M | $15M | $139M | $15M | $154M | ||||||||||||||||||
| PNC Financial Services | $64M | $13M | $21M | $21M | $13M | $85M | $21M | $119M | ||||||||||||||||
| Truist Financial | $64M | $13M | $21M | $21M | $13M | $85M | $21M | $119M | ||||||||||||||||
| JPMorgan Chase | $64M | $28M | $23M | $92M | $23M | $115M | ||||||||||||||||||
| Bank of New York Mellon | $64M | $8M | $21M | $15M | $8M | $85M | $15M | $108M | ||||||||||||||||
| UMB Financial | $64M | $5M | $4M | $3M | $5M | $68M | $3M | $76M | ||||||||||||||||
| SAR Holdings | $9M | $4M | $3M | $9M | $4M | $3M | $16M | |||||||||||||||||
| Academy Securities | $9M | $6M | $9M | $6M | $15M | |||||||||||||||||||
| MFR | $4M | $7M | $4M | $7M | $11M | |||||||||||||||||||
| RF Lafferty & Co | $8M | $8M | $8M | |||||||||||||||||||||
| Loop Capital | $3M | $3M | $3M |