Goodwill and Other Intangible Assets - Intangible Assets (Components) (Details) - USD ($) $ in Thousands |
3 Months Ended | 6 Months Ended | 12 Months Ended | ||
|---|---|---|---|---|---|
Jun. 30, 2025 |
Jun. 30, 2024 |
Jun. 30, 2025 |
Jun. 30, 2024 |
Dec. 31, 2024 |
|
| Finite-Lived Intangible Assets | |||||
| Gross Carrying Value | $ 2,704,989 | $ 2,704,989 | $ 2,462,816 | ||
| Accumulated Amortization | (1,103,675) | (1,103,675) | (1,019,647) | ||
| Net Carrying Value | 1,601,314 | 1,601,314 | 1,443,169 | ||
| Indefinite-lived Intangible Assets | |||||
| Total intangible assets | 1,641,133 | 1,641,133 | 1,482,988 | ||
| Amortization of intangible assets | 46,103 | $ 30,607 | 89,624 | $ 60,159 | |
| Trademarks and Trade Names | |||||
| Indefinite-lived Intangible Assets | |||||
| Net Carrying Value | 39,819 | $ 39,819 | $ 39,819 | ||
| Advisor and Financial Institution Relationships | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 13 years 3 months 18 days | 13 years 4 months 24 days | |||
| Gross Carrying Value | 1,652,596 | $ 1,652,596 | $ 1,626,281 | ||
| Accumulated Amortization | (754,196) | (754,196) | (699,385) | ||
| Net Carrying Value | 898,400 | $ 898,400 | $ 926,896 | ||
| Product Sponsor Relationships | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 10 months 24 days | 1 year 3 months 18 days | |||
| Gross Carrying Value | 234,086 | $ 234,086 | $ 234,086 | ||
| Accumulated Amortization | (226,677) | (226,677) | (220,880) | ||
| Net Carrying Value | 7,409 | $ 7,409 | $ 13,206 | ||
| Customer Relationships | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 12 years 8 months 12 days | 12 years 8 months 12 days | |||
| Gross Carrying Value | 797,377 | $ 797,377 | $ 581,519 | ||
| Accumulated Amortization | (108,477) | (108,477) | (86,292) | ||
| Net Carrying Value | 688,900 | $ 688,900 | $ 495,227 | ||
| Technology | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 6 years 8 months 12 days | 7 years 7 months 6 days | |||
| Gross Carrying Value | 20,930 | $ 20,930 | $ 20,930 | ||
| Accumulated Amortization | (14,325) | (14,325) | (13,090) | ||
| Net Carrying Value | $ 6,605 | $ 6,605 | $ 7,840 | ||