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Transactions with Related Parties (Tables)
 9 Months Ended
Sep. 30, 2026
Related Party Transactions [Abstract]  
Schedule of Related Party Transactions
Loans and notes receivable due from related parties presented on the consolidated balance sheets include the following (in thousands):
September 30,December 31,
20262025
Loans and notes receivable from related parties
Member firm loans
$7,035 $11,035 
Employee loans
1,080 218 
Stewardship funds— 395 
Total loans and notes receivable from related parties$8,115 $11,648 
Allowance for credit loss
(6,842)(10,735)
Total loans and notes receivable from related parties, net of allowance for credit losses
$1,273 $913 
The following table summarizes changes in the allowance for credit losses for loans and notes receivable due from related parties (in thousands):
September 30,December 31,
20262025
Balance at beginning of period
$10,735 $8,611 
Provision
107 2,664 
Write offs(4,000)(540)
Balance at end of period$6,842 $10,735