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Transactions with Related Parties (Tables)

3 Months Ended

Mar. 31, 2026

Loans and notes receivable due from related parties presented on the consolidated balance sheets include the following (in thousands):


	March 31,		December 31,
	2026		2025
Loans and notes receivable from related parties
Member firm loans	$	11,035	$	11,035
Employee loans	179		218
Stewardship funds	—		395
Total loans and notes receivable from related parties	$	11,214	$	11,648
Allowance for credit loss	(10,735)		(10,735)
Total loans and notes receivable from related parties, net of allowance for credit losses	$	479	$	913

The following table summarizes changes in the allowance for credit loss for loans and notes receivable due from related parties (in thousands):


	March 31,		December 31,
	2026		2025
Balance at beginning of period	$	10,735	$	8,611
Provision	—		2,664
Write offs	—		(540)
Balance at end of period	$	10,735	$	10,735