Quarterly report pursuant to Section 13 or 15(d)

Intangible Assets (Tables)

v3.19.1
Intangible Assets (Tables)
3 Months Ended
Mar. 31, 2019
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Intangible Assets, Indefinite Lived
At March 31, 2019 and December 31, 2018, intangible assets subject to amortization consisted of the following:

 
 
 
 
March 31, 2019
 
December 31, 2018
  
 
Weighted-Average Estimated Useful Life (years)
 
Gross Carrying Amount
 
Accumulated Amortization
 
Gross Carrying Amount
 
Accumulated Amortization
Technology
 
7.9
 
$
25,563

 
$
22,944

 
$
25,563

 
$
22,187

Relationships with financial advisors
 
14.3
 
126,122

 
62,200

 
126,122

 
59,584

Covenants not-to-compete
 
3.8
 
6,964

 
6,378

 
6,964

 
6,258

Trade names
 
7.7
 
16,916

 
14,601

 
16,916

 
14,472

Total
 
 
 
$
175,565

 
$
106,123

 
$
175,565

 
$
102,501




Schedule of Tangible Assets, Finite Lived
At March 31, 2019 and December 31, 2018, intangible assets subject to amortization consisted of the following:

 
 
 
 
March 31, 2019
 
December 31, 2018
  
 
Weighted-Average Estimated Useful Life (years)
 
Gross Carrying Amount
 
Accumulated Amortization
 
Gross Carrying Amount
 
Accumulated Amortization
Technology
 
7.9
 
$
25,563

 
$
22,944

 
$
25,563

 
$
22,187

Relationships with financial advisors
 
14.3
 
126,122

 
62,200

 
126,122

 
59,584

Covenants not-to-compete
 
3.8
 
6,964

 
6,378

 
6,964

 
6,258

Trade names
 
7.7
 
16,916

 
14,601

 
16,916

 
14,472

Total
 
 
 
$
175,565

 
$
106,123

 
$
175,565

 
$
102,501




Schedule of Finite-Lived Intangible Assets, Future Amortization Expense
As of March 31, 2019, the remaining estimated amortization expense for each of the five succeeding years and thereafter is as follows:
 
 
Remainder of 2019
$
9,449

2020
11,466

2021
6,628

2022
6,554

2023
6,217

2024 - 2036
29,128

  
$
69,442