| 2020 | ACWV ISHARES Edge MSCI ETF | |
| 2020 | AEPGX American Funds: EuroPacific Growth | K |
| 2020 | AFMBX American Funds Balanced | K |
| 2020 | ANWPX American Funds: New Perspective | L |
| 2020 | AWSHX American Funds Washington Mutual FD | L |
| 2020 | Baird Money Market | K |
| 2020 | CST Co. | O |
| 2020 | CST Co. Dall. | J |
| 2020 | Commonwealth Bank | K |
| 2020 | D & C Corp. | J |
| 2020 | DES Wisdom Tree s/c DVD ETF | K |
| 2020 | DON Wisdom Tree US Mid Cap | K |
| 2020 | Duke Energy DUKE | J |
| 2020 | EEMV ISHARES Edge MSCI ETF | K |
| 2020 | EFAV ISHARES Edge MSCI ETF | |
| 2020 | EFAV ISHARES Edge MSCI ETF | K |
| 2020 | EFV ISHARES MSCI EAFE | K |
| 2020 | EFV ISHARES MSCI EAFE | |
| 2020 | GLD SPDR S & P 500 Gold Shares ETF | K |
| 2020 | ISHS RUSS MDCP VAL ETF Y | |
| 2020 | IVW SHARES S&P 500 | M |
| 2020 | IVW SHARES S&P 500 | |
| 2020 | J. Lloyd Enterprises, LLC | N |
| 2020 | MassMutual-Whole Life Policy X | K |
| 2020 | SPHD Invesco S&P 500 High Div LV ETF | M |
| 2020 | SPY SPDR S&P 500 Trust ETF | |
| 2020 | TIBIX Thornburg | |
| 2020 | TIBIX Thornburg | L |
| 2020 | VIG Vanguard Dividend Apprec. | M |
| 2020 | VOE Vanguard Mid Cap Value ETF | L |