XML 15 R4.htm IDEA: XBRL DOCUMENT v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Revenue from Contracts with Customers:    
Commissions $ 39,758 $ 41,141
Advisory fees 7,307 6,916
Total Revenue from Contracts with Customers 47,065 48,057
Interest and other income 1,635 879
Total revenues 48,700 48,936
Expenses:    
Commissions and fees 38,513 40,298
Employee compensation and benefits 4,926 4,351
Rent and occupancy 280 285
Professional fees 529 536
Technology fees 806 753
Interest 519 566
Depreciation and amortization 143 187
Other 328 503
Total expenses 46,044 47,479
Income before provision for income taxes 2,656 1,456
Provision for income taxes 755 423
Net income $ 1,901 $ 1,033
Net income per share basic (in dollars per share) $ 0.09 $ 0.04
Net income per share diluted (in dollars per share) $ 0.09 $ 0.04
Weighted average shares outstanding: basic (in shares) 16,751 16,602
Weighted average shares outstanding: diluted (in shares) 16,942 16,602