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Goodwill and Intangible Assets (Tables) | 3 Months Ended
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Mar. 31, 2022
Goodwill And Intangible Assets Disclosure [Abstract] |
Carrying Amount of Goodwill and Intangible Assets | The carrying amount of goodwill and intangible assets attributable to each of our reporting segments is presented in the following table (in thousands):
|  | December 31, 2021 |  |  | Adjustments |  |  | Write-off |  |  | March 31, 2022 |
Goodwill |  |  |  |  |  |  |  |  |  |  |  |
Global Wealth Management |  | $ | 335,009 |  |  | $ | — |  |  | $ | — |  |  | $ | 335,009 |
Institutional Group |  |  | 971,883 |  |  |  | 2,400 |  |  |  | — |  |  |  | 974,283 |
|  | $ | 1,306,892 |  |  | $ | 2,400 |  |  | $ | — |  |  | $ | 1,309,292 |
|  | December 31, 2021 |  |  | Adjustments |  |  | Amortization |  |  | March 31, 2022 |
Intangible assets |  |  |  |  |  |  |  |  |  |  |  |
Global Wealth Management |  | $ | 38,884 |  |  | $ | — |  |  | $ | (1,417 | ) |  | $ | 37,467 |
Institutional Group |  |  | 109,273 |  |  |  | (2,436 | ) |  |  | (3,677 | ) |  |  | 103,160 |
|  | $ | 148,157 |  |  | $ | (2,436 | ) |  | $ | (5,094 | ) |  | $ | 140,627 |
Intangible Assets | Intangible assets as of March 31, 2022 and December 31, 2021 were as follows (in thousands):
|  | March 31, 2022 |  |  | December 31, 2021 |
|  | Gross Carrying Value |  |  | Accumulated Amortization |  |  | Gross Carrying Value |  |  | Accumulated Amortization |
Customer relationships |  | $ | 223,398 |  |  | $ | 100,327 |  |  | $ | 225,900 |  |  | $ | 97,054 |
Trade names |  |  | 30,359 |  |  |  | 18,586 |  |  |  | 30,359 |  |  |  | 17,694 |
Non-compete agreements |  |  | 9,240 |  |  |  | 6,112 |  |  |  | 9,240 |  |  |  | 5,684 |
Core deposits |  |  | 8,615 |  |  |  | 6,589 |  |  |  | 8,615 |  |  |  | 6,277 |
Investment banking backlog |  |  | 4,245 |  |  |  | 3,733 |  |  |  | 4,245 |  |  |  | 3,680 |
Acquired technology |  |  | 840 |  |  |  | 723 |  |  |  | 840 |  |  |  | 653 |
|  | $ | 276,697 |  |  | $ | 136,070 |  |  | $ | 279,199 |  |  | $ | 131,042 |
Amortization Expense in Future Periods | As of March 31, 2022, we expect amortization expense in future periods to be as follows (in thousands):
Fiscal year |  |  |
Remainder of 2022 |  | $ | 14,063 |
2023 |  |  | 16,021 |
2024 |  |  | 15,195 |
2025 |  |  | 13,180 |
2026 |  |  | 12,993 |
Thereafter |  |  | 67,057 |
|  | $ | 138,509 |

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