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Segment Reporting (Tables)

9 Months Ended

Sep. 30, 2024

Segment Reporting [Abstract]

Schedule Of Operating Information, Segment

Information concerning operations in these segments of business for the three and nine months ended September 30, 2024 and 2023 is as follows (in thousands):

		Three Months Ended September 30,								Nine Months Ended September 30,
		2024				2023				2024				2023
Net revenues: (1)
Global Wealth Management		$	827,116			$	768,558			$	2,418,751			$	2,283,934
Institutional Group			372,401				256,888				1,114,498				867,025
Other			25,151				19,605				72,389				51,606
		$	1,224,668			$	1,045,051			$	3,605,638			$	3,202,565
Income/(loss) before income taxes:
Global Wealth Management		$	301,703			$	298,449			$	891,624			$	914,462
Institutional Group			41,797				(27,804	)			127,719				(5,671	)
Other			(126,842	)			(161,216	)			(357,100	)			(408,094	)
		$	216,658			$	109,429			$	662,243			$	500,697

(1)No individual client accounted for more than 10 percent of total net revenues for the three and nine months ended September 30, 2024 and 2023.

Schedule Of Information Of Total Assets On Segment Basis

The following table presents our company’s total assets on a segment basis at September 30, 2024 and December 31, 2023 (in thousands):

		September 30, 2024				December 31, 2023
Global Wealth Management		$	33,511,302			$	32,773,613
Institutional Group			5,211,808				4,564,058
Other			211,394				389,789
		$	38,934,504			$	37,727,460

Schedule Of Net Revenues Earned On Major Geographical Areas

Revenues, classified by the major geographic areas in which they were earned for the three and nine months ended September 30, 2024 and 2023, were as follows (in thousands):

		Three Months Ended September 30,								Nine Months Ended September 30,
		2024				2023				2024				2023
United States		$	1,167,463			$	979,282			$	3,415,635			$	2,982,274
United Kingdom			32,945				45,095				113,168				131,855
Canada			9,309				8,364				31,539				37,195
Other			14,951				12,310				45,296				51,241
		$	1,224,668			$	1,045,051			$	3,605,638			$	3,202,565

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Tabular disclosure of all significant reconciling items in the reconciliation of total assets from reportable segments to the entity's consolidated assets.

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Tabular disclosure of the reconciliation of profit (loss) from reportable segments to the consolidated income (loss) before income tax expense (benefit) and discontinued operations. Includes, but is not limited to, reconciliation after income tax if income tax is allocated to the reportable segment.

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