| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Advisory Services | $17.14M | $17.77M | $18.03M | $17.73M | $17.96M | $18.89M | $20.15M | $19.31M |
| Mutual Fund Advisory | $6.86M | $6.85M | $8.36M | $6.83M | $6.74M | $7.13M | $7.99M | $7.38M |
| Trust Fees | $5.23M | $5.45M | $5.64M | $5.43M | $5.07M | $5.42M | $5.65M | $5.32M |
| Private Wealth Advisory | $565K | $621K | $580K | $645K | $585K | $807K | $2.68M | $1.31M |
| Other Revenue Misc Services | $322K | $498K | $47K | $92K | $96K | -$14K | $172K | $339K |
| Total | $15.6M | $15.41M | $20.46M | $23.25M | $23.12M | $24.29M | $27.1M | $24.97M |
Asset Management is derived from annual filings.