Consolidated Statements of Cash Flows - USD ($) $ in Thousands	12 Months Ended
	Dec. 31, 2023	Dec. 31, 2022	Dec. 31, 2021
CASH FLOWS FROM OPERATING ACTIVITIES
Net income	$ 123,119	$ 103,261	$ 25,671
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization	35,544	31,149	37,929
Interest (income) expense, net	(341)	541	700
Deferred income taxes	(9,132)	(6,673)	(1,562)
Share-based compensation	16,388	13,876	53,637
Debt acquisition cost write-down	92	130	0
Changes in certain assets and liabilities:
Fees and other receivables, net	(1,734)	(10,718)	163
Receivables from related party	480	568	(91)
Prepaid expenses and other current assets	4,737	2,346	2,460
Income tax receivable and payable, net	(1,486)	6,073	2,570
Accounts payable, accrued liabilities and other liabilities	7,006	(252)	7,500
Net cash provided by operating activities	174,673	140,301	128,977
CASH FLOWS FROM INVESTING ACTIVITIES
Purchase of Adhesion Wealth, net of cash received	(3,000)	(43,861)	0
Purchase of Voyant, net of cash received	0	0	(124,161)
Purchase of convertible notes	(5,434)	(10,300)	0
Purchase of investments	(2,329)	(2,692)	(3,004)
Sale of investments	456	918	833
Purchase of property and equipment	(2,853)	(3,061)	(1,507)
Purchase of computer software	(41,473)	(35,996)	(33,145)
Net cash used in investing activities	(54,633)	(94,992)	(160,984)
CASH FLOWS FROM FINANCING ACTIVITIES
Proceeds from issuance of long-term debt, net	0	122,508	0
Payments on revolving credit facility	(50,000)	(115,000)	(35,000)
Payments on term loan	(25,000)	(6,250)	0
Proceeds from credit facility draw down	50,000	0	75,000
Proceeds from exercise of stock options	1,366	0	95
Net cash (used in) provided by financing activities	(23,634)	1,258	40,095
Net change in cash, cash equivalents, and restricted cash	96,406	46,567	8,088
Cash, cash equivalents, and restricted cash at beginning of period	136,274	89,707	81,619
Cash, cash equivalents, and restricted cash at end of period	232,680	136,274	89,707
SUPPLEMENTAL CASH FLOW INFORMATION
Income taxes paid, net	54,520	33,637	19,796
Interest paid	9,947	4,087	2,828
Non-cash operating, investing, and financing activities:
Non-cash changes to right-of-use assets	3,360	3,775	933
Non-cash changes to lease liabilities	3,360	3,775	933
Non-cash change in fair value of convertible notes	143	(157)	0
Common stock issued in acquisition of business	$ 0	$ 0	$ 24,910