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REVENUE Table (Tables) | 3 Months Ended
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Mar. 31, 2023
Disaggregation of Revenue [Abstract] |
Disaggregation of Revenue [Table Text Block] | The following table presents our revenue disaggregated by account type (in thousands).
| Three Months Ended March 31, |  |
| 2023 |  | 2022 |  |  |  |
Advisory Fees: |  |  |  |  |  |  |
Institutional | $ | 9,603 |  |  | $ | 7,048 |  |  |  |  |
Mutual Funds | 7,186 |  |  | 4,549 |  |  |  |  |
Wealth Management | 244 |  |  | 193 |  |  |  |  |
Performance-based | 555 |  |  | — |  |  |  |  |
Trust Fees | 5,031 |  |  | 5,715 |  |  |  |  |
Other, net | 108 |  |  | (289) |  |  |  |  |
Total revenues | $ | 22,727 |  |  | $ | 17,216 |  |  |  |  |
Revenue Disaggregation by Geographic Location [Table Text Block] | The following table presents our revenue disaggregated by our clients' geographical locations (in thousands):
Three Months Ended March 31, 2023 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 292 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 292 |
United States | 17,296 |  |  | 5,031 |  |  |  |  | 108 |  |  | 22,435 |
Total | $ | 17,588 |  |  | $ | 5,031 |  |  |  |  | $ | 108 |  |  | $ | 22,727 |
Three Months Ended March 31, 2022 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 291 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 291 |
United States | 11,499 |  |  | 5,715 |  |  |  |  | (289) |  |  | 16,925 |
Total | $ | 11,790 |  |  | $ | 5,715 |  |  |  |  | $ | (289) |  |  | $ | 17,216 |

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- Definition Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Publisher FASB -Name Accounting Standards Codification -Topic 606 -SubTopic 10 -Section 50 -Paragraph 5 -URI http://asc.fasb.org/extlink&oid=123351226&loc=SL49130545-203045 + Details
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- Definition [Table Text Block] for Revenue Disaggregation by Geographic Location [Table] + References No definition available. + Details
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