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REVENUE Table (Tables) | 3 Months Ended
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Mar. 31, 2025
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, |  |
| 2025 |  | 2024 |  |  |  |
Advisory Fees: |  |  |  |  |  |  |
Institutional | $ | 10,254 |  |  | $ | 9,471 |  |  |  |  |
Mutual Funds | 6,832 |  |  | 6,911 |  |  |  |  |
Wealth Management | 645 |  |  | 435 |  |  |  |  |
Trust Fees | 5,429 |  |  | 5,113 |  |  |  |  |
Other, net | 92 |  |  | 802 |  |  |  |  |
Total revenues | $ | 23,252 |  |  | $ | 22,732 |  |  |  |  |
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, 2025 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 238 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 238 |
United States | 17,493 |  |  | 5,429 |  |  |  |  | 92 |  |  | 23,014 |
Total | $ | 17,731 |  |  | $ | 5,429 |  |  |  |  | $ | 92 |  |  | $ | 23,252 |
Three Months Ended March 31, 2024 | Advisory |  | Trust |  |  |  | Other |  | Total
Canada | $ | 257 |  |  | $ | — |  |  |  |  | $ | — |  |  | $ | 257 |
United States | 16,560 |  |  | 5,113 |  |  |  |  | 802 |  |  | 22,475 |
Total | $ | 16,817 |  |  | $ | 5,113 |  |  |  |  | $ | 802 |  |  | $ | 22,732 |

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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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- Definition [Table Text Block] for Revenue Disaggregation by Geographic Location [Table] + References No definition available. + Details
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