XML 78 R59.htm IDEA: XBRL DOCUMENT v3.25.4
Acquisitions - Acquisition of Aviditi Advisors (Details) - USD ($)
$ in Thousands
12 Months Ended
Aug. 23, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Business Combination        
Goodwill acquired   $ 7,234 $ 10,264  
Integration costs   $ 1,490 2,628 $ 86
Minimum        
Business Combination        
Employee loans term (in years)   1 year    
Maximum        
Business Combination        
Employee loans term (in years)   5 years    
Aviditi Advisors        
Business Combination        
Business Acquisition, Economic value $ 70,000      
Equity consideration $ 6,000      
Equity consideration (in shares) 21,835      
Contingently returnable consideration $ 4,100      
Cash consideration 23,900      
Net assets acquired 34,549      
Acquisition-related compensation arrangements 35,700      
Goodwill, amount expected to be deductible for income tax purposes 10,200      
Goodwill acquired 10,200      
Intangible assets 1,471      
Integration costs     $ 2,500  
Aviditi Advisors | Net revenue target        
Business Combination        
Maximum amount of contingent consideration 86,300      
Aviditi Advisors | Restricted stock        
Business Combination        
Acquisition-related compensation arrangements 11,800      
Aviditi Advisors | Retention MFRS Awards        
Business Combination        
Acquisition-related compensation arrangements 8,600      
Aviditi Advisors | Restricted cash        
Business Combination        
Acquisition-related compensation arrangements 5,300      
Aviditi Advisors | Employee loans        
Business Combination        
Acquisition-related compensation arrangements $ 10,000      
Aviditi Advisors | Employee loans | Minimum        
Business Combination        
Employee loans term (in years) 3 years      
Aviditi Advisors | Employee loans | Maximum        
Business Combination        
Employee loans term (in years) 5 years      
Aviditi Advisors | Customer relationships        
Business Combination        
Intangible assets $ 1,500