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Segment Reporting (Tables)
3 Months Ended
Mar. 31, 2024
Segment Reporting [Abstract]  
Schedule Of Operating Information, Segment

Information concerning operations in these segments of business for the three months ended March 31, 2024 and 2023 is as follows (in thousands):

 

 

Three Months Ended March 31,

 

 

 

2024

 

 

2023

 

Net revenues: (1)

 

 

 

 

 

 

Global Wealth Management

 

$

790,500

 

 

$

757,186

 

Institutional Group

 

 

351,376

 

 

 

332,613

 

Other

 

 

21,162

 

 

 

16,994

 

 

 

$

1,163,038

 

 

$

1,106,793

 

Income/(loss) before income taxes:

 

 

 

 

 

 

Global Wealth Management

 

$

290,748

 

 

$

316,109

 

Institutional Group

 

 

37,109

 

 

 

33,720

 

Other

 

 

(109,166

)

 

 

(139,946

)

 

 

$

218,691

 

 

$

209,883

 

(1)
No individual client accounted for more than 10 percent of total net revenues for the three months ended March 31, 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 March 31, 2024 and December 31, 2023 (in thousands):

 

 

March 31, 2024

 

 

December 31,
2023

 

Global Wealth Management

 

$

32,899,009

 

 

$

32,773,613

 

Institutional Group

 

 

4,895,407

 

 

 

4,564,058

 

Other

 

 

463,864

 

 

 

389,789

 

 

 

$

38,258,280

 

 

$

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 months ended March 31, 2024 and 2023, were as follows (in thousands):

 

 

Three Months Ended March 31,

 

 

 

2024

 

 

2023

 

United States

 

$

1,101,004

 

 

$

1,038,895

 

United Kingdom

 

 

37,525

 

 

 

33,197

 

Canada

 

 

11,620

 

 

 

21,978

 

Other

 

 

12,889

 

 

 

12,723

 

 

 

$

1,163,038

 

 

$

1,106,793