v3.26.1
Goodwill and Acquired Client Relationships (Tables)
 6 Months Ended
Jun. 30, 2026
Intangible Asset, Goodwill and Other [Abstract]  
Schedule of Changes in Goodwill The following table presents the changes in the Company’s Goodwill:
Goodwill
Balance, as of December 31, 2025
$2,531.2
Affiliate transactions(1)
(9.7)
Foreign currency translation
(9.9)
Balance, as of June 30, 2026
$2,511.6
_______________________
(1)Represents goodwill attributable to the myCIO Transaction as of the closing date, including $1.7 million attributable to the
non-controlling interests.
Schedule of Changes in the Components of Acquired Client Relationships The following table presents the changes in the Company’s components of Acquired client relationships (net):
 
Acquired Client Relationships (Net)
 
Definite-lived
Indefinite-lived
Total
 
Gross Carrying
Value
Accumulated
Amortization
Net Carrying
Value
Carrying
Value
Carrying
Value
Balance, as of December 31, 2025
$1,267.4
$(1,112.4)
$155.0
$1,484.3
$1,639.3
Affiliate transactions(1)
(5.8)
4.3
(1.5)
—
(1.5)
Intangible amortization and impairments
—
(13.5)
(13.5)
(43.0)
(56.5)
Foreign currency translation
(3.8)
3.8
—
(3.7)
(3.7)
Transfers(2)
2.9
—
2.9
(2.9)
—
Balance, as of June 30, 2026
$1,260.7
$(1,117.8)
$142.9
$1,434.7
$1,577.6
_______________________
(1)Represents acquired client relationships attributable to the myCIO Transaction as of the closing date, including $0.4 million
attributable to the non-controlling interests.
(2)In 2026, transfers reflect the reclassification of indefinite-lived relationships to definite-lived relationships.