v3.26.1
Acquisitions - Narrative (Details)
$ in Thousands
 1 Months Ended 3 Months Ended 6 Months Ended 12 Months Ended
Aug. 01, 2025
USD ($)
Mar. 31, 2025
USD ($)
Jun. 30, 2026
USD ($)
Mar. 31, 2026
USD ($)
acquistion
business_combination
Jun. 30, 2026
USD ($)
asset_acquisition
acquistion
letters_of_credit
Jun. 30, 2025
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Business Combination [Line Items]                
Number of Asset Acquisitions | asset_acquisition         8      
Number of business combinations | acquistion         5      
Goodwill     $ 2,681,661   $ 2,681,661   $ 2,644,723 $ 2,172,873
Number Of Business And Asset Acquisitions | acquistion       34        
Goodwill, Measurement Period Adjustment         (7,084)   26,035  
Loans Payable, Fair Value Disclosure     88,000   88,000      
Contingent consideration     107,632   $ 107,632   124,038  
Asset Acquisitions                
Business Combination [Line Items]                
Number of Asset Acquisitions | acquistion       28 8      
Asset Acquisition, Consideration Transferred       $ 227,900 $ 57,600      
Asset Acquisition, Consideration Transferred, Contingent Consideration         $ 30,000      
Asset Acquisition, Contingent Consideration, Liability             158,100  
Asset Acquisitions | Minimum                
Business Combination [Line Items]                
Weighted-average life remaining (in years)       14 years 14 years      
Asset Acquisitions | Maximum                
Business Combination [Line Items]                
Weighted-average life remaining (in years)       15 years 15 years      
Customer Relationships                
Business Combination [Line Items]                
Weighted-average life remaining (in years)         11 years 10 months 24 days 12 years 3 months 18 days    
Customer Relationships | Asset Acquisitions                
Business Combination [Line Items]                
Asset Acquisition, Recognized Identifiable Assets Acquired and Liabilities Assumed, Finite-Lived Intangibles     52,300   $ 52,300   222,400  
Asset Acquisition, Consideration Transferred, Contingent Consideration         34,500      
Advisor Relationships | Asset Acquisitions                
Business Combination [Line Items]                
Asset Acquisition, Recognized Identifiable Assets Acquired and Liabilities Assumed, Finite-Lived Intangibles     5,300   $ 5,300   5,500  
Trade Names [Member]                
Business Combination [Line Items]                
Weighted-average life remaining (in years)         9 months 18 days 1 year 2 months 12 days    
Other Acquisitions                
Business Combination [Line Items]                
Number of Acquisitions | acquistion         13      
Business combination, recognized identifiable assets acquired and liabilities assumed, assets     151,300   $ 151,300      
Cash and equivalents     122,900   122,900      
Business combination, recognized identifiable assets acquired and liabilities assumed, liabilities     26,600   26,600      
Business combination, contingent consideration arrangements, change in range of outcomes, contingent consideration, liability, value, high       $ 46,900 68,500      
Goodwill     29,800   29,800      
Other Acquisitions | Customer Relationships                
Business Combination [Line Items]                
Finite-lived intangible assets acquired     40,000   $ 40,000      
Weighted-average life remaining (in years)         14 years      
Other Acquisitions | Advisor Relationships                
Business Combination [Line Items]                
Finite-lived intangible assets acquired     81,500   $ 81,500      
Weighted-average life remaining (in years)         15 years      
Business Combination, Series of Individually Immaterial Business Combinations                
Business Combination [Line Items]                
Business Combination, Number of Businesses Acquired       6 5      
Number of business combinations | acquistion         4      
Goodwill             11,600  
Total consideration       $ 75,200        
Cash       58,300        
Contingent consideration             15,200  
Business Combination, Series of Individually Immaterial Business Combinations | Customer Relationships                
Business Combination [Line Items]                
Other intangibles             63,300  
Business Combination, Series of Individually Immaterial Business Combinations | Advisory Relationships                
Business Combination [Line Items]                
Other intangibles             300  
Commonwealth Financial Network                
Business Combination [Line Items]                
Percentage of voting interests acquired 100.00%              
Commonwealth Financial Network. Acquisition                
Business Combination [Line Items]                
Business combination, recognized identifiable assets acquired and liabilities assumed, assets $ 2,405,502              
Cash and equivalents 333,927              
Business combination, recognized identifiable assets acquired and liabilities assumed, liabilities 818,104              
Goodwill 430,387              
Goodwill, Measurement Period Adjustment         $ 7,100      
Acquisition related costs     17,100   $ 30,400      
Total consideration 2,017,785              
Cash 1,927,371              
Liabilities incurred 90,414              
Other intangibles $ 1,716,000              
Commonwealth Financial Network. Acquisition | Advisor Relationships                
Business Combination [Line Items]                
Weighted-average life remaining (in years) 14 years              
Finite-lived intangible assets acquired     $ 1,700,000          
Commonwealth Financial Network. Acquisition | Trade Names [Member]                
Business Combination [Line Items]                
Weighted-average life remaining (in years) 16 years              
Finite-lived intangible assets acquired $ 26,000              
The Investment Center, Inc.                
Business Combination [Line Items]                
Goodwill             29,100  
Goodwill, Measurement Period Adjustment       3,700        
Acquisition related costs       6,000        
Total consideration   $ 72,600            
Cash   72,200            
Liabilities incurred   400            
Contingent consideration   $ 10,400            
Increase in consideration transferred       2,000        
Purchase price adjustment, decrease in other liabilities       $ 6,100        
The Investment Center, Inc. | Advisor Relationships                
Business Combination [Line Items]                
Finite-lived intangible assets acquired             $ 43,500  
Weighted-average life remaining (in years)       16 years        
The Investment Center, Inc. | Advisory Relationships                
Business Combination [Line Items]                
Decrease to provisional intangible assets acquired       $ 400