v3.26.1
REVENUES FROM CONTRACTS WITH CUSTOMERS (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
Jan. 01, 2025
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers $ 45,414 $ 40,625 $ 92,475 $ 88,679    
Receivables from contracts with customers 11,700   11,700   $ 11,100 $ 10,100
Liabilities from contracts with customers 0   0   $ 0  
Sales-based (Point in time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 17,170 14,869 34,934 35,279    
Trailing (Over time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 28,244 25,756 57,541 53,400    
Variable annuities and other insurance commissions            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 26,732 24,575 54,988 50,653    
Variable annuities and other insurance commissions | Sales-based (Point in time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 11,213 10,523 22,665 20,435    
Variable annuities and other insurance commissions | Trailing (Over time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 15,519 14,052 32,323 30,218    
Mutual fund commissions            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 6,749 5,914 13,319 11,535    
Mutual fund commissions | Sales-based (Point in time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 1,472 854 2,932 2,065    
Mutual fund commissions | Trailing (Over time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 5,277 5,060 10,387 9,471    
Securities commissions            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 2,967 2,571 6,754 6,017    
Securities commissions | Sales-based (Point in time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 2,967 2,571 6,754 6,017    
Alternative investments            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 1,612 938 2,754 6,932    
Alternative investments | Sales-based (Point in time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 1,518 921 2,583 6,762    
Alternative investments | Trailing (Over time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 94 17 171 170    
Advisory fees            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers 7,354 6,627 14,660 13,542    
Advisory fees | Trailing (Over time)            
REVENUES FROM CONTRACTS WITH CUSTOMERS            
Revenues From Contracts with Customers $ 7,354 $ 6,627 $ 14,660 $ 13,542