Annual report [Section 13 and 15(d), not S-K Item 405]

Mergers and Acquisitions - Schedule of Estimated Fair Values of the Aggregate Assets and Liabilities Acquired (Details)

v3.25.4
Mergers and Acquisitions - Schedule of Estimated Fair Values of the Aggregate Assets and Liabilities Acquired (Details) - USD ($)
$ in Thousands
 12 Months Ended
Dec. 31, 2025
Dec. 01, 2025
Jul. 01, 2025
May 16, 2025
May 01, 2025
Feb. 03, 2025
Dec. 31, 2024
Dec. 31, 2023
Business Acquisition Contingent Consideration [Line Items]                
Goodwill $ 3,225,021           $ 2,646,676 $ 1,646,482
2025 Acquisitions                
Business Acquisition Contingent Consideration [Line Items]                
Cash and cash equivalents 26,484              
Commissions and fees receivable – net 43,525              
Fiduciary cash and receivables 153,255              
Goodwill 536,570              
Property and equipment – net 1,891              
Lease right-of-use assets 6,012              
Other current and non-current assets 3,324              
Total assets acquired 1,123,072              
Accounts payable and accrued liabilities 8,414              
Accrued compensation 8,806              
Fiduciary liabilities 156,241              
Operating lease liabilities 6,012              
Deferred tax liabilities 72,869              
Total liabilities assumed 252,342              
Net assets acquired 870,730              
2025 Acquisitions | Customer Relationships                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets $ 338,657              
Weighted average amortization period 13 years 3 months 18 days              
2025 Acquisitions | Other intangible assets                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets $ 13,354              
Velocity                
Business Acquisition Contingent Consideration [Line Items]                
Cash and cash equivalents           $ 17,736    
Commissions and fees receivable – net           23,650    
Fiduciary cash and receivables           105,779    
Goodwill           366,249    
Property and equipment – net           0    
Lease right-of-use assets           3,757    
Other current and non-current assets           2,862    
Total assets acquired           748,433    
Accounts payable and accrued liabilities           5,305    
Accrued compensation           7,129    
Fiduciary liabilities           105,779    
Operating lease liabilities           3,757    
Deferred tax liabilities           57,298    
Total liabilities assumed           179,268    
Net assets acquired           569,165    
Velocity | Customer Relationships                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets           216,400    
Velocity | Other intangible assets                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets           $ 12,000    
USQ                
Business Acquisition Contingent Consideration [Line Items]                
Cash and cash equivalents         $ 0      
Commissions and fees receivable – net         13,124      
Fiduciary cash and receivables         1,649      
Goodwill         20,759      
Property and equipment – net         0      
Lease right-of-use assets         612      
Other current and non-current assets         101      
Total assets acquired         55,545      
Accounts payable and accrued liabilities         193      
Accrued compensation         373      
Fiduciary liabilities         1,649      
Operating lease liabilities         612      
Deferred tax liabilities         0      
Total liabilities assumed         2,827      
Net assets acquired         52,718      
USQ | Customer Relationships                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets         19,100      
USQ | Other intangible assets                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets         $ 200      
360                
Business Acquisition Contingent Consideration [Line Items]                
Cash and cash equivalents       $ 548        
Commissions and fees receivable – net       571        
Fiduciary cash and receivables       4,221        
Goodwill       16,847        
Property and equipment – net       0        
Lease right-of-use assets       0        
Other current and non-current assets       82        
Total assets acquired       34,639        
Accounts payable and accrued liabilities       0        
Accrued compensation       43        
Fiduciary liabilities       4,221        
Operating lease liabilities       0        
Deferred tax liabilities       1,546        
Total liabilities assumed       5,810        
Net assets acquired       28,829        
360 | Customer Relationships                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets       12,303        
360 | Other intangible assets                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets       $ 67        
JM Wilson                
Business Acquisition Contingent Consideration [Line Items]                
Cash and cash equivalents     $ 0          
Commissions and fees receivable – net     2,887          
Fiduciary cash and receivables     22,032          
Goodwill     47,871          
Property and equipment – net     494          
Lease right-of-use assets     305          
Other current and non-current assets     131          
Total assets acquired     113,520          
Accounts payable and accrued liabilities     389          
Accrued compensation     231          
Fiduciary liabilities     25,018          
Operating lease liabilities     305          
Deferred tax liabilities     0          
Total liabilities assumed     25,943          
Net assets acquired     87,577          
JM Wilson | Customer Relationships                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets     39,500          
JM Wilson | Other intangible assets                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets     $ 300          
SSRU                
Business Acquisition Contingent Consideration [Line Items]                
Cash and cash equivalents   $ 8,200            
Commissions and fees receivable – net   3,293            
Fiduciary cash and receivables   19,574            
Goodwill   84,844            
Property and equipment – net   1,397            
Lease right-of-use assets   1,338            
Other current and non-current assets   148            
Total assets acquired   170,935            
Accounts payable and accrued liabilities   2,527            
Accrued compensation   1,030            
Fiduciary liabilities   19,574            
Operating lease liabilities   1,338            
Deferred tax liabilities   14,025            
Total liabilities assumed   38,494            
Net assets acquired   132,441            
SSRU | Customer Relationships                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets   51,354            
SSRU | Other intangible assets                
Business Acquisition Contingent Consideration [Line Items]                
Intangible assets   $ 787