BB&T Scott & Stringfellow

AMS  |  RJCS Platform – Single Contract Enhanced Dividend Strategy (ENHDIV) | Inception 2013 Catholic Values Enhanced Dividend Income Strategy (CVEDI) | Inception 2013 Tactical Transition strategy which is known as Custom Enhanced Dividend (CEND) | Inception 2013

R.W. Baird

R.W. Baird | Liquid Office Application Platform – Dual Contract Enhanced Dividend Strategy | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008 Concentrated Overlay Strategy

Interactive Brokers

IB | Advisor Marketplace Platform Enhanced Dividend Strategy (ENHDIV) | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008

Benjamin F. Edwards & Co.

Benjamin F. Edwards | Managed Account Platform – Single Contract Enhanced Dividend Strategy (CAWEDI) | Inception 2013

LPL Financial

Manager Select and Manager Access Select Platform – Single Contract Enhanced Dividend Strategy (5XJ and CFT) | Inception 2013 Download Form F688

Charles Schwab

Schwab | Marketplace Platform – Dual Contract Enhanced Dividend Strategy (ENHDIV) | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008 Concentrated Overlay Strategy

Stifel Nicolaus

Stifel | Horizon Platform – Dual Contract Enhanced Dividend Income Strategy (EDI) | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008

Securities America

Securities America | Assets Custody at Charles Schwab – Dual Contract Enhanced Dividend Strategy | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008

Janney

Janney | Advisor Program Platform – Single Contract Enhanced Dividend Strategy | Inception 2013 Janney | Classic Program Platform – Dual Contract ETF Hedged Covered Call Strategy | Inception 2008 Concentrated Overlay Strategy

RBC

RBC | MAP Platform (Managed Account Program) – Dual Contract Enhanced Dividend Strategy | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008