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Summary of Significant Accounting Policies (Tables)
12 Months Ended
Dec. 31, 2025
Receivables from clients [Member]  
Accounts, Notes, Loans and Financing Receivable [Line Items]  
Allowances for uncollectible amounts due from clients/ advisor loans/ others
The following table reflects a roll-forward of the allowance for credit losses on receivables from clients (in thousands):
December 31,
202520242023
Beginning balance — January 1$2,044 $1,590 $909 
Provision for credit losses6,473 559 1,054 
(Charge-offs) recoveries, net(453)(105)(373)
Ending balance — December 31$8,064 $2,044 $1,590 
Advisor Loans [Member]  
Accounts, Notes, Loans and Financing Receivable [Line Items]  
Allowances for uncollectible amounts due from clients/ advisor loans/ others
The following table reflects a roll-forward of the allowance for credit losses on advisor loans (in thousands):
December 31,
202520242023
Beginning balance — January 1$17,901 $12,977 $15,144 
Provision for credit losses1,867 10,049 8,393 
(Charge-offs) recoveries, net
(2,723)(5,128)(10,560)
Other116 — 
Ending balance — December 31$17,161 $17,901 $12,977 
Receivables from others [Member]  
Accounts, Notes, Loans and Financing Receivable [Line Items]  
Allowances for uncollectible amounts due from clients/ advisor loans/ others
The following table reflects a roll-forward of the allowance for credit losses on other receivables (in thousands):
December 31,
202520242023
Beginning balance — January 1$2,345 $1,448 $2,788 
Provision for credit losses8,637 8,362 6,500 
(Charge-offs) recoveries, net
(7,585)(8,015)(7,840)
Other— 550 — 
Ending balance — December 31$3,397 $2,345 $1,448