v3.26.3
Segment and Related Information (Details)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
USD ($)
Sep. 30, 2025
USD ($)
Sep. 30, 2026
USD ($)
item
segment
Sep. 30, 2025
USD ($)
Dec. 31, 2025
USD ($)
Information about the revenues, operating results, goodwill and assets          
Number of primary business units | item     2    
Number of reportable segments | segment     3    
Interest income $ 191,821 $ 200,261 $ 565,157 $ 590,241  
Interest expense 69,451 87,873 214,839 262,062  
Net interest income (expense) 122,370 112,388 350,318 328,179  
Noninterest income 187,142 217,807 575,515 623,781  
Net revenue 309,512 330,195 925,833 951,960  
Provision for (reversal of) credit losses 10,166 (2,511) 10,956 (513)  
Non-variable compensation and benefits 105,149 106,606 311,298 319,524  
Variable compensation 74,153 83,421 216,862 223,153  
Occupancy and equipment, net 19,740 19,930 58,996 60,776  
Professional services 11,756 12,681 35,648 27,615  
Other segment expense items $ 53,337 $ 49,265 $ 156,370 $ 153,484  
Segment Reporting, Other Segment Item, Composition, Description Other segment items for certain reportable segments that are regularly provided to the CODM include:    Broker-dealer – included brokerage fees expense and travel, meals and entertainment expense.    Mortgage origination segment – included mortgage origination and servicing expenses, unreimbursed loan closing costs and business Other segment items for certain reportable segments that are regularly provided to the CODM include:    Broker-dealer – included brokerage fees expense and travel, meals and entertainment expense.    Mortgage origination segment – included mortgage origination and servicing expenses, unreimbursed loan closing costs and business Other segment items for certain reportable segments that are regularly provided to the CODM include:    Broker-dealer – included brokerage fees expense and travel, meals and entertainment expense.    Mortgage origination segment – included mortgage origination and servicing expenses, unreimbursed loan closing costs and business Other segment items for certain reportable segments that are regularly provided to the CODM include:    Broker-dealer – included brokerage fees expense and travel, meals and entertainment expense.    Mortgage origination segment – included mortgage origination and servicing expenses, unreimbursed loan closing costs and business  
Total noninterest expense $ 264,135 $ 271,903 $ 779,174 $ 784,552  
Income before income taxes 35,211 60,803 135,703 167,921  
Goodwill 267,447   267,447   $ 267,447
Total assets 16,219,734   16,219,734   15,844,994
Operating Segments | Banking          
Information about the revenues, operating results, goodwill and assets          
Interest income 158,205 160,491 459,337 478,432  
Interest expense 53,273 63,645 156,212 196,117  
Net interest income (expense) 104,932 96,846 303,125 282,315  
Noninterest income 12,089 11,001 35,381 33,703  
Net revenue 117,021 107,847 338,506 316,018  
Provision for (reversal of) credit losses 10,149 (2,621) 10,880 (592)  
Non-variable compensation and benefits 34,405 31,925 103,672 98,173  
Occupancy and equipment, net 9,698 8,867 28,238 27,532  
Professional services 2,295 2,412 7,278 684  
Other segment expense items 16,399 12,574 46,057 40,545  
Total noninterest expense 62,797 55,778 185,245 166,934  
Income before income taxes 44,075 54,690 142,381 149,676  
Goodwill 247,368   247,368   247,368
Total assets 12,830,184   12,830,184   12,743,756
Operating Segments | Broker-Dealer          
Information about the revenues, operating results, goodwill and assets          
Interest income 31,637 40,809 101,615 115,064  
Interest expense 19,277 28,147 64,381 77,683  
Net interest income (expense) 12,360 12,662 37,234 37,381  
Noninterest income 104,265 131,832 319,432 325,271  
Net revenue 116,625 144,494 356,666 362,652  
Provision for (reversal of) credit losses 17 110 76 79  
Non-variable compensation and benefits 34,491 36,241 103,152 108,344  
Variable compensation 44,214 50,756 123,686 120,210  
Occupancy and equipment, net 4,216 4,566 12,898 14,031  
Professional services 4,397 5,111 14,397 13,763  
Other segment expense items 22,444 21,238 68,457 64,140  
Total noninterest expense 109,762 117,912 322,590 320,488  
Income before income taxes 6,846 26,472 34,000 42,085  
Goodwill 7,008   7,008   7,008
Total assets 3,181,666   3,181,666   2,929,088
Operating Segments | Mortgage Origination          
Information about the revenues, operating results, goodwill and assets          
Interest income 14,197 14,645 40,329 40,019  
Interest expense 14,677 16,696 42,602 45,768  
Net interest income (expense) (480) (2,051) (2,273) (5,749)  
Noninterest income 67,711 76,608 219,648 234,631  
Net revenue 67,231 74,557 217,375 228,882  
Non-variable compensation and benefits 27,906 27,371 80,494 83,116  
Variable compensation 29,939 32,665 93,176 92,473  
Occupancy and equipment, net 3,988 4,553 12,324 13,870  
Professional services 3,188 3,510 10,123 9,579  
Other segment expense items 12,992 13,692 36,415 42,149  
Total noninterest expense 78,013 81,791 232,532 241,187  
Income before income taxes (10,782) (7,234) (15,157) (12,305)  
Goodwill 13,071   13,071   13,071
Total assets 780,109   780,109   1,091,437
Corporate          
Information about the revenues, operating results, goodwill and assets          
Interest income 3,768 2,793 11,393 8,522  
Interest expense 2,363 2,350 7,103 9,114  
Net interest income (expense) 1,405 443 4,290 (592)  
Noninterest income 7,508 3,081 9,832 45,832  
Net revenue 8,913 3,524 14,122 45,240  
Non-variable compensation and benefits 8,347 11,069 23,980 29,891  
Variable compensation       10,470  
Occupancy and equipment, net 2,004 2,111 6,035 5,842  
Professional services 1,876 1,648 3,850 3,721  
Other segment expense items 1,788 1,844 5,948 6,924  
Total noninterest expense 14,015 16,672 39,813 56,848  
Income before income taxes (5,102) (13,148) (25,691) (11,608)  
Total assets 2,304,139   2,304,139   2,370,468
All Other and Eliminations          
Information about the revenues, operating results, goodwill and assets          
Interest income (15,986) (18,477) (47,517) (51,796)  
Interest expense (20,139) (22,965) (55,459) (66,620)  
Net interest income (expense) 4,153 4,488 7,942 14,824  
Noninterest income (4,431) (4,715) (8,778) (15,656)  
Net revenue (278) (227) (836) (832)  
Occupancy and equipment, net (166) (167) (499) (499)  
Professional services       (132)  
Other segment expense items (286) (83) (507) (274)  
Total noninterest expense (452) (250) (1,006) (905)  
Income before income taxes 174 $ 23 170 $ 73  
Total assets $ (2,876,364)   $ (2,876,364)   $ (3,289,755)