Acquisitions - Assets Acquired and Liabilities Assumed (Details) - USD ($) $ in Thousands |
Oct. 01, 2024 |
Jun. 30, 2025 |
Dec. 31, 2024 |
Dec. 31, 2023 |
|---|---|---|---|---|
| Liabilities | ||||
| Goodwill | $ 2,213,393 | $ 2,172,873 | $ 1,856,648 | |
| Atria Wealth Solutions, Inc. Acquisition | ||||
| Business Acquisition [Line Items] | ||||
| Total consideration | $ 872,974 | |||
| Assets | ||||
| Cash and equivalents | 76,259 | |||
| Restricted cash | 15,866 | |||
| Receivables from brokers, dealers and clearing organizations | 13,734 | |||
| Other receivables | 37,163 | |||
| Other intangibles | 620,100 | |||
| Other assets | 25,273 | |||
| Total identifiable assets acquired | 788,395 | |||
| Liabilities | ||||
| Accrued advisory and commission expenses payable | 32,756 | |||
| Accounts payable and accrued liabilities | 54,500 | |||
| Deferred tax liabilities | 112,320 | |||
| Other liabilities | 17,649 | |||
| Total liabilities assumed | 217,225 | |||
| Net assets acquired | 571,170 | |||
| Goodwill | $ 301,804 |
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- Definition Business Combination, Recognizable Identifiable Assets Acquired and Liabilities Assumed, Accrued Advisory And Commission Expenses Payable No definition available.
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- Definition Business Combination, Recognizable Identifiable Assets Acquired and Liabilities Assumed, Receivables From Brokers, Dealers And Clearing Organizations No definition available.
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- Definition Business Combination, Recognizable Identifiable Assets Acquired and Liabilities Assumed, Restricted Cash No definition available.
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- Definition Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table. Reference 1: http://www.xbrl.org/2003/role/disclosureRef
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- Definition Amount of consideration transferred, consisting of acquisition-date fair value of assets transferred by the acquirer, liabilities incurred by the acquirer, and equity interest issued by the acquirer. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount of assets acquired at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- References No definition available.
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- Definition Amount of currency on hand as well as demand deposits with banks or financial institutions, acquired at the acquisition date. Includes other kinds of accounts that have the general characteristics of demand deposits. Also includes short-term, highly liquid investments that are both readily convertible to known amounts of cash and so near their maturity that they present insignificant risk of changes in value because of changes in interest rates. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount due from customers or clients for goods or services, including trade receivables, that have been delivered or sold in the normal course of business, and amounts due from others, including related parties expected to be converted to cash, sold or exchanged within one year or the normal operating cycle, if longer, acquired at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount of liabilities incurred for goods and services received that are used in an entity's business and related party payables, assumed at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount of deferred tax liability attributable to taxable temporary differences assumed at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount of intangible assets, excluding goodwill, acquired at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount of liabilities assumed at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- References No definition available.
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- Definition Amount recognized as of the acquisition date for the identifiable assets acquired in excess of (less than) the aggregate liabilities assumed. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount of other liabilities due after one year or the normal operating cycle, if longer, assumed at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount of other assets expected to be realized or consumed after one year or the normal operating cycle, if longer, acquired at the acquisition date. Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
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- Definition Amount, after accumulated impairment loss, of asset representing future economic benefit arising from other asset acquired in business combination or from joint venture formation or both, that is not individually identified and separately recognized. Reference 1: http://www.xbrl.org/2003/role/exampleRef
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- Details
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