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REVENUE Table (Tables) | 6 Months Ended
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Jun. 30, 2024
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,
| 2024 |  | 2023 |  | 2024 |  | 2023
Advisory Fees: |  |  |  |  |  |  |
Institutional | $ | 9,718 |  |  | $ | 9,443 |  |  | $ | 19,189 |  |  | $ | 19,046 |
Mutual Funds | 6,856 |  |  | 7,093 |  |  | 13,767 |  |  | 14,279 |
Wealth Management | 565 |  |  | 263 |  |  | 1,000 |  |  | 507 |
Performance-based | — |  |  | — |  |  | — |  |  | 555 |
Trust Fees | 5,227 |  |  | 5,024 |  |  | 10,340 |  |  | 10,055 |
Other, net | 322 |  |  | 122 |  |  | 1,124 |  |  | 230 |
Total revenues | $ | 22,688 |  |  | $ | 21,945 |  |  | $ | 45,420 |  |  | $ | 44,672 |
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, 2024 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 260 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 260 |
United States | 16,879 |  |  | 5,227 |  |  |  |  | 322 |  |  | 22,428 |
Total | $ | 17,139 |  |  | $ | 5,227 |  |  |  |  | $ | 322 |  |  | $ | 22,688 |
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 |

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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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