v3.26.1
Acquisitions - Assets Acquired and Liabilities Assumed (Details) - USD ($)
$ in Thousands
Aug. 01, 2025
Jun. 30, 2026
Dec. 31, 2025
Dec. 31, 2024
Liabilities        
Goodwill   $ 2,681,661 $ 2,644,723 $ 2,172,873
Commonwealth Financial Network. Acquisition        
Business Combination [Line Items]        
Total consideration $ 2,017,785      
Assets        
Cash and equivalents 333,927      
Restricted cash 95,414      
Investment securities 43,719      
Receivables from brokers, dealers and clearing organizations 1,839      
Other receivables 55,788      
Advisor loans, net 92,716      
Property and equipment, net 7,769      
Other intangibles 1,716,000      
Other assets 58,330      
Total identifiable assets acquired 2,405,502      
Liabilities        
Accrued advisory and commission expenses payable 14,440      
Accounts payable and accrued liabilities 57,012      
Client payables 525      
Equity awards liability 382,231      
Unearned revenue 309,594      
Other liabilities 54,302      
Total liabilities assumed 818,104      
Net assets acquired 1,587,398      
Goodwill $ 430,387      
Other Acquisitions        
Assets        
Cash and equivalents   122,900    
Total identifiable assets acquired   151,300    
Liabilities        
Total liabilities assumed   26,600    
Goodwill   29,800    
Other Acquisitions | Customer Relationships        
Liabilities        
Finite-lived intangible assets acquired   $ 40,000