| 2011 discretionary assets (in millions, as of Sept. 30) | $3,384.6 |
| 2011 discretionary accounts (as of Sept. 30) | 2,823 |
| 2011 total assets (in millions, as of Sept. 30) | $4,558.7 |
| 2011 total accounts (as of Sept. 30) | 3,128 |
| 2011 employees (as of Sept. 30) | 51-250 |
| 2011 investment advisers (as of Sept. 30) | 11-50 |
| 2011 investment advisory clients (as of Sept. 30) | 251-500 |
| 2011 financial planning clients (as of Sept. 30) | 251-500 |
| Key executive | Rob Francais, CEO |