| 2020 | American Tax Exempt Income Fund (AFTEX) | M |
| 2020 | American Tax Exempt Income Fund (AFTEX) | M |
| 2020 | American Tax Exempt Income Fund (AFTEX) | M |
| 2020 | Blackrock Inflation Protection Bond Fund (IRA) | K |
| 2020 | Blackrock Inflation Protection Bond Fund (IRA) | K |
| 2020 | Blackrock Inflation Protection Bond Fund (IRA) | K |
| 2020 | Blackrock Inflation Protection Bond Fund (IRA) #2 | K |
| 2020 | Blackrock Inflation Protection Bond Fund (IRA) #2 | K |
| 2020 | Blackrock Inflation Protection Bond Fund (IRA) #2 | K |
| 2020 | D.A Davidson & Co. Bank Insured Deposit Program | M |
| 2020 | D.A Davidson & Co. Bank Insured Deposit Program | M |
| 2020 | D.A Davidson & Co. Bank Insured Deposit Program | M |
| 2020 | D.A Davidson & Co. Bank Insured Deposit Program (IRA) #2 | J |
| 2020 | D.A Davidson & Co. Bank Insured Deposit Program (IRA) #2 | J |
| 2020 | D.A Davidson & Co. Bank Insured Deposit Program (IRA) #2 | J |
| 2020 | D.A. Davidson & Co. Bank Insured Deposit Program #2 | K |
| 2020 | D.A. Davidson & Co. Bank Insured Deposit Program #2 | K |
| 2020 | D.A. Davidson & Co. Bank Insured Deposit Program #2 | K |
| 2020 | D.A. Davidson & Co. Bank Insured Deposit Program (IRA) | J |
| 2020 | D.A. Davidson & Co. Bank Insured Deposit Program (IRA) | J |
| 2020 | D.A. Davidson & Co. Bank Insured Deposit Program (IRA) | J |
| 2020 | Federated American Leaders Fund (survivor IRA) (X) #2 | J |
| 2020 | Federated American Leaders Fund (survivor IRA) (X) #2 | J |
| 2020 | Federated American Leaders Fund (survivor IRA) (X) #2 | J |
| 2020 | Federated Market Opportunity Fund (survivor IRA) (X) #2 | J |
| 2020 | Federated Market Opportunity Fund (survivor IRA) (X) #2 | J |
| 2020 | Federated Market Opportunity Fund (survivor IRA) (X) #2 | J |
| 2020 | Franklin Utilities Fund | J |
| 2020 | Franklin Utilities Fund | J |
| 2020 | Franklin Utilities Fund | J |