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Business Segment Information (Tables)

3 Months Ended

Mar. 31, 2024

Segment Reporting [Abstract]

Schedule Of Financial Information About Business Segments

The following tables highlight certain financial information about each of the business segments for the three months ended March 31, 2024 and 2023:

			Private Banks						Investment Advisors						Institutional Investors						Investment Managers						Investments In New Businesses						Total
			For the Three Months Ended March 31, 2024
Revenues			$	130,137					$	122,718					$	71,778					$	172,653					$	14,293					$	511,579
Expenses			112,974						66,958						40,109						109,550						18,383						347,974
Operating profit (loss)			$	17,163					$	55,760					$	31,669					$	63,103					$	(4,090)					$	163,605

			Private Banks						Investment Advisors						Institutional Investors						Investment Managers						Investments In New Businesses						Total
			For the Three Months Ended March 31, 2023
Revenues			$	120,902					$	106,538					$	74,290					$	154,497					$	12,892					$	469,119
Expenses			112,462						63,546						40,868						101,685						17,639						336,200
Operating profit (loss)			$	8,440					$	42,992					$	33,422					$	52,812					$	(4,747)					$	132,919

Schedule of Reconciliation of Total Operating Profit Reported for Business Segments to Income from Operations in Consolidated Statements of Operations

A reconciliation of the total operating profit reported for the business segments to income from operations in the Consolidated Statements of Operations for the three months ended March 31, 2024 and 2023 is as follows:

			2024						2023
Total operating profit from segments			$	163,605					$	132,919
Corporate overhead expenses			(37,754)						(31,152)
Income from operations			$	125,851					$	101,767

Schedule of Additional Information Pertaining to Business Segments

The following tables provide additional information for the three months ended March 31, 2024 and 2023 pertaining to the business segments:

			Capital Expenditures (1)												Depreciation
			2024						2023						2024						2023
Private Banks			$	6,432					$	9,071					$	2,904					$	5,354
Investment Advisors			3,165						4,339						2,181						468
Institutional Investors			1,119						648						604						282
Investment Managers			7,675						4,566						1,579						1,992
Investments in New Businesses			416						382						172						231
Total from business segments			$	18,807					$	19,006					$	7,440					$	8,327
Corporate overhead			542						615						949						204
			$	19,349					$	19,621					$	8,389					$	8,531

(1) Capital expenditures include additions to property and equipment and capitalized software.

			Amortization
			2024						2023
Private Banks			$	5,111					$	4,646
Investment Advisors			2,122						1,818
Institutional Investors			1,892						1,824
Investment Managers			—						177
Investments in New Businesses			1,182						895
Total from business segments			$	10,307					$	9,360
Corporate overhead			79						64
			$	10,386					$	9,424

X

- Definition

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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Tabular disclosure of reconciliation of other items from reportable segments to their consolidated amount. Excludes reconciliation of revenue, profit (loss), and assets.

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Tabular disclosure of the profit or loss and total assets for each reportable segment. An entity discloses certain information on each reportable segment if the amounts (a) are included in the measure of segment profit or loss reviewed by the chief operating decision maker or (b) are otherwise regularly provided to the chief operating decision maker, even if not included in that measure of segment profit or loss.

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