v3.26.1
Goodwill and Other Intangible Assets - Intangible Assets (Components) (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Finite-Lived Intangible Assets      
Gross Carrying Value $ 4,691,979 $ 4,541,590  
Accumulated Amortization (1,317,852) (1,250,621)  
Net Carrying Value 3,374,127 3,290,969  
Indefinite-lived Intangible Assets      
Total intangible assets 3,413,946 3,330,788 $ 3,330,788
Amortization of intangible assets 67,230 43,521  
Trademarks and Trade Names      
Indefinite-lived Intangible Assets      
Net Carrying Value $ 39,819 $ 39,819  
Advisor and Financial Institution Relationships      
Finite-Lived Intangible Assets      
Weighted-average life remaining (in years) 13 years 4 months 24 days 13 years 7 months 6 days  
Gross Carrying Value $ 3,402,483 $ 3,350,706  
Accumulated Amortization (905,751) (859,100)  
Net Carrying Value 2,496,732 2,491,606  
Product Sponsor Relationships      
Finite-Lived Intangible Assets      
Gross Carrying Value 234,086 234,086  
Accumulated Amortization (232,723) (232,362)  
Net Carrying Value $ 1,363 $ 1,724  
Customer Relationships      
Finite-Lived Intangible Assets      
Weighted-average life remaining (in years) 12 years 2 months 12 days 12 years 3 months 18 days  
Gross Carrying Value $ 1,008,480 $ 909,868  
Accumulated Amortization (162,411) (143,039)  
Net Carrying Value $ 846,069 $ 766,829  
Technology      
Finite-Lived Intangible Assets      
Weighted-average life remaining (in years) 2 years 9 months 18 days 3 years  
Gross Carrying Value $ 20,930 $ 20,930  
Accumulated Amortization (15,884) (15,443)  
Net Carrying Value $ 5,046 $ 5,487  
Trademarks and Trade Names      
Finite-Lived Intangible Assets      
Weighted-average life remaining (in years) 15 years 3 months 18 days 15 years 7 months 6 days  
Gross Carrying Value $ 26,000 $ 26,000  
Accumulated Amortization (1,083) (677)  
Net Carrying Value $ 24,917 $ 25,323  
Trade Names [Member]      
Finite-Lived Intangible Assets      
Weighted-average life remaining (in years) 1 year 1 year 2 months 12 days