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Segment Information -Revenue by Segment (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2017
Jun. 30, 2016
Jun. 30, 2017
Jun. 30, 2016
Segment Reporting Information [Line Items]        
Revenues $ 139,162 $ 120,108 $ 321,537 $ 285,873
Wealth Management [Member]        
Segment Reporting Information [Line Items]        
Revenues 85,296 76,117 167,963 153,408
Wealth Management [Member] | Commission [Member]        
Segment Reporting Information [Line Items]        
Revenues 38,154 35,252 77,749 72,108
Wealth Management [Member] | Advisory [Member]        
Segment Reporting Information [Line Items]        
Revenues 35,914 31,522 69,490 63,054
Wealth Management [Member] | Asset-based [Member]        
Segment Reporting Information [Line Items]        
Revenues 6,784 5,395 12,750 11,213
Wealth Management [Member] | Transaction and Fee [Member]        
Segment Reporting Information [Line Items]        
Revenues 4,444 3,948 7,974 7,033
Tax Preparation [Member]        
Segment Reporting Information [Line Items]        
Revenues 53,866 43,991 153,574 132,465
Tax Preparation [Member] | Consumer [Member]        
Segment Reporting Information [Line Items]        
Revenues 51,848 42,257 140,090 119,728
Tax Preparation [Member] | Professional [Member]        
Segment Reporting Information [Line Items]        
Revenues $ 2,018 $ 1,734 $ 13,484 $ 12,737