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REVENUE Table (Tables) | 9 Months Ended
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Sep. 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 September 30, |  | Nine Months Ended September 30,
| 2024 |  | 2023 |  | 2024 |  | 2023
Advisory Fees: |  |  |  |  |  |  |
Institutional | $ | 10,301 |  |  | $ | 9,319 |  |  | $ | 29,490 |  |  | $ | 28,365 |
Mutual Funds | 6,852 |  |  | 7,275 |  |  | 20,619 |  |  | 21,554 |
Wealth Management | 621 |  |  | 308 |  |  | 1,621 |  |  | 815 |
Performance-based | — |  |  | — |  |  | — |  |  | 555 |
Trust Fees | 5,447 |  |  | 5,063 |  |  | 15,787 |  |  | 15,118 |
Other, net | 498 |  |  | (85) |  |  | 1,622 |  |  | 145 |
Total revenues | $ | 23,719 |  |  | $ | 21,880 |  |  | $ | 69,139 |  |  | $ | 66,552 |
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, 2024 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 246 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 246 |
United States | 17,528 |  |  | 5,447 |  |  |  |  | 498 |  |  | 23,473 |
Total | $ | 17,774 |  |  | $ | 5,447 |  |  |  |  | $ | 498 |  |  | $ | 23,719 |
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 |

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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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