FINANCIAL SERVICES, NAMELY, BANKING SERVICES, FINANCIAL PLANNING SERVICES; MUTUAL FUND DISTRIBUTION SERVICES, NAMELY, BROKERAGE AND DISTRIBUTION OF MUTUAL FUND SHARES; MUTUAL FUND INVESTMENT SERVICES, NAMELY, INVESTMENT MANAGEMENT OF COMMINGLED POOLS OF INVESTOR MONIES; CUSTODIAN SERVICES, NAMELY, HOLDING CASH, SECURITIES AND OTHER FINANCIAL INSTRUMENTS; INVESTMENT MANAGEMENT SERVICES FOR INDIVIDUAL RETIREMENT ACCOUNTS, ASSET ALLOCATION ACCOUNTS AND COMMINGLED ASSETS HELD AS FIDUCIARY; SHAREH...