| Net revenues | — | — | — |
| Interest revenue | 15.54a | 16.11a | 12.23a |
| Interest expense | -6.39a | -6.68a | -1.55a |
| Net interest revenue | 9.14a | 9.43a | 10.68a |
| Asset management and administration fees | 5.72a | 4.76a | 4.22a |
| Trading revenue | 3.26a | 3.23a | 3.67a |
| Bank deposit account fees | 0.73a | 0.71a | 1.41a |
| Other | 0.75a | 0.72a | 0.78a |
| Total net revenues | 19.61a | 18.84a | 20.76a |
| Expenses excluding interest | — | — | — |
| Compensation and benefits | -6.04a | -6.32a | -5.94a |
| Professional services | -1.05a | -1.06a | -1.03a |
| Occupancy and equipment | -1.06a | -1.25a | -1.18a |
| Advertising and market development | -0.4a | -0.4a | -0.42a |
| Communications | -0.59a | -0.63a | -0.59a |
| Depreciation and amortization | -0.92a | -0.8a | -0.65a |
| Amortization of acquired intangible assets | -0.52a | -0.53a | -0.6a |
| Regulatory fees and assessments | -0.4a | -0.55a | -0.26a |
| Other | -0.94a | -0.92a | -0.71a |
| Total expenses excluding interest | -11.91a | -12.46a | -11.37a |
| Income before taxes on income | 7.69a | 6.38a | 9.39a |
| Taxes on income | -1.75a | -1.31a | -2.21a |
| Net income | 5.94a | 5.07a | 7.18a |
| Preferred stock dividends and other | 0.46a | 0.42a | 0.55a |
| Net income available to common stockholders | 5.48a | 4.65a | 6.64a |