| 2013 | Bank of America | N |
| 2013 | Capital One Bank | L |
| 2013 | Chase Bank | K |
| 2013 | CinGroup, Inc | K |
| 2013 | CitiBank (IRA) (CDs) | K |
| 2013 | Comcast Corp. | J |
| 2013 | HSBC | N |
| 2013 | Met Life Total Control Acc't | M |
| 2013 | Rochester Municipal Bonds (Class A) | M |
| 2013 | St Paul Travelers | K |
| 2013 | TD Bank | N |
| 2013 | The Penn Mutual Life Ins. Co.-Whole Life Ww) | K |
| 2013 | UBS (IRS)(CDs) | P1 |
| 2013 | UBS Fmancial Services, Inc | |
| 2012 | Bank of America | N |
| 2012 | Capital One Bank | L |
| 2012 | Chase Bank | K |
| 2012 | CinGroup, Inc | K |
| 2012 | CitiBank (IRA) (CDs) | K |
| 2012 | Comcast Corp. | J |
| 2012 | HSBC | N |
| 2012 | Met Life Total Control Acc't | M |
| 2012 | Rochester Municipal Bonds (Class A) | M |
| 2012 | St Paul Travelers | K |
| 2012 | TD Bank | N |
| 2012 | The Penn Mutual Life Ins. Co.-Whole Life Ww) | K |
| 2012 | UBS (IRS)(CDs) | P1 |
| 2012 | UBS Fmancial Services, Inc | |
| 2011 | Bank of America | N |
| 2011 | Capital One Bank | L |