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Segment Information and Revenues - Revenue by Major Service (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2018
Dec. 31, 2017
Dec. 31, 2016
Segment Reporting Information [Line Items]      
Total revenue $ 560,456 $ 509,557 $ 455,911
Wealth Management      
Segment Reporting Information [Line Items]      
Total revenue 373,174 348,620 316,546
Wealth Management | Commission [Member]      
Segment Reporting Information [Line Items]      
Total revenue 164,201 160,241 150,125
Wealth Management | Advisory [Member]      
Segment Reporting Information [Line Items]      
Total revenue 164,353 145,694 129,417
Wealth Management | Asset-based [Member]      
Segment Reporting Information [Line Items]      
Total revenue 31,456 26,297 22,653
Wealth Management | Transaction and Fee [Member]      
Segment Reporting Information [Line Items]      
Total revenue 13,164 16,388 14,351
Tax Preparation      
Segment Reporting Information [Line Items]      
Total revenue 187,282 160,937 139,365
Tax Preparation | Consumer [Member]      
Segment Reporting Information [Line Items]      
Total revenue 172,207 147,084 126,289
Tax Preparation | Professional [Member]      
Segment Reporting Information [Line Items]      
Total revenue $ 15,075 $ 13,853 $ 13,076