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REVENUE Table (Tables)

9 Months Ended

Sep. 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 September 30,												Nine Months Ended September 30,
			2023						2022						2023						2022
Advisory Fees:
Institutional			$	9,319					$	6,247					$	28,365					$	19,928
Mutual Funds			7,275						4,029						21,554						12,718
Wealth Management			308						198						815						598
Performance-based			—						—						555						—
Trust Fees			5,063						5,177						15,118						16,257
Other, net			(85)						(245)						145						(1,276)
Total revenues			$	21,880					$	15,406					$	66,552					$	48,225

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 September 30, 2023			Advisory						Trust												Other						Total
Canada			$	278					$	—											$	—					$	278
United States			16,624						5,063												(85)						21,602
Total			$	16,902					$	5,063											$	(85)					$	21,880

Three Months Ended September 30, 2022			Advisory						Trust												Other						Total
Canada			$	285					$	—											$	—					$	285
United States			10,189						5,177												(245)						15,121
Total			$	10,474					$	5,177											$	(245)					$	15,406

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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

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[Table Text Block] for Revenue Disaggregation by Geographic Location [Table]

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