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REVENUE Table (Tables) | 6 Months Ended
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Jun. 30, 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 June 30, |  | Six Months Ended June 30,
| 2023 |  | 2022 |  | 2023 |  | 2022
Advisory Fees: |  |  |  |  |  |  |
Institutional | $ | 9,443 |  |  | $ | 6,632 |  |  | $ | 19,046 |  |  | $ | 13,681 |
Mutual Funds | 7,093 |  |  | 4,140 |  |  | 14,279 |  |  | 8,689 |
Wealth Management | 263 |  |  | 208 |  |  | 507 |  |  | 400 |
Performance-based | — |  |  | — |  |  | 555 |  |  | — |
Trust Fees | 5,024 |  |  | 5,365 |  |  | 10,055 |  |  | 11,080 |
Other, net | 122 |  |  | (742) |  |  | 230 |  |  | (1,031) |
Total revenues | $ | 21,945 |  |  | $ | 15,603 |  |  | $ | 44,672 |  |  | $ | 32,819 |
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 June 30, 2023 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 276 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 276 |
United States | 16,523 |  |  | 5,024 |  |  |  |  | 122 |  |  | 21,669 |
Total | $ | 16,799 |  |  | $ | 5,024 |  |  |  |  | $ | 122 |  |  | $ | 21,945 |
Three Months Ended June 30, 2022 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 303 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 303 |
United States | 10,677 |  |  | 5,365 |  |  |  |  | (742) |  |  | 15,300 |
Total | $ | 10,980 |  |  | $ | 5,365 |  |  |  |  | $ | (742) |  |  | $ | 15,603 |

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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 -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 5 -Publisher FASB -URI https://asc.fasb.org//1943274/2147479806/606-10-50-5 + Details
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