Goodwill and Other Intangible Assets - Intangible Assets (Components) (Details) - USD ($) $ in Thousands |
3 Months Ended | 6 Months Ended | |||
|---|---|---|---|---|---|
Jun. 30, 2026 |
Jun. 30, 2025 |
Jun. 30, 2026 |
Jun. 30, 2025 |
Dec. 31, 2025 |
|
| Finite-Lived Intangible Assets | |||||
| Gross Carrying Value | $ 4,782,516 | $ 4,541,590 | $ 4,782,516 | $ 4,541,590 | |
| Accumulated Amortization | (1,388,738) | (1,250,621) | (1,388,738) | (1,250,621) | |
| Net Carrying Value | 3,393,778 | 3,290,969 | 3,393,778 | 3,290,969 | |
| Indefinite-lived Intangible Assets | |||||
| Total intangible assets | 3,433,597 | 3,330,788 | 3,433,597 | 3,330,788 | $ 3,330,788 |
| Amortization of intangible assets | 70,886 | 46,103 | 138,116 | 89,624 | |
| Trademarks and Trade Names | |||||
| Indefinite-lived Intangible Assets | |||||
| Net Carrying Value | 39,819 | 39,819 | $ 39,819 | $ 39,819 | |
| Advisor and Financial Institution Relationships | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 13 years 2 months 12 days | 13 years 7 months 6 days | |||
| Gross Carrying Value | 3,437,483 | 3,350,706 | $ 3,437,483 | $ 3,350,706 | |
| Accumulated Amortization | (954,637) | (859,100) | (954,637) | (859,100) | |
| Net Carrying Value | 2,482,846 | 2,491,606 | 2,482,846 | 2,491,606 | |
| Product Sponsor Relationships | |||||
| Finite-Lived Intangible Assets | |||||
| Gross Carrying Value | 234,086 | 234,086 | 234,086 | 234,086 | |
| Accumulated Amortization | (233,083) | (232,362) | (233,083) | (232,362) | |
| Net Carrying Value | 1,003 | 1,724 | $ 1,003 | $ 1,724 | |
| Customer Relationships | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 11 years 10 months 24 days | 12 years 3 months 18 days | |||
| Gross Carrying Value | 1,064,017 | 909,868 | $ 1,064,017 | $ 909,868 | |
| Accumulated Amortization | (183,203) | (143,039) | (183,203) | (143,039) | |
| Net Carrying Value | 880,814 | 766,829 | $ 880,814 | $ 766,829 | |
| Technology | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 2 years 7 months 6 days | 3 years | |||
| Gross Carrying Value | 20,930 | 20,930 | $ 20,930 | $ 20,930 | |
| Accumulated Amortization | (16,325) | (15,443) | (16,325) | (15,443) | |
| Net Carrying Value | 4,605 | 5,487 | $ 4,605 | $ 5,487 | |
| Trademarks and Trade Names | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 15 years 1 month 6 days | 15 years 7 months 6 days | |||
| Gross Carrying Value | 26,000 | 26,000 | $ 26,000 | $ 26,000 | |
| Accumulated Amortization | (1,490) | (677) | (1,490) | (677) | |
| Net Carrying Value | $ 24,510 | $ 25,323 | $ 24,510 | $ 25,323 | |
| Trade Names [Member] | |||||
| Finite-Lived Intangible Assets | |||||
| Weighted-average life remaining (in years) | 9 months 18 days | 1 year 2 months 12 days | |||