Mutual Funds Holding HLI

Virtus KAR Mid-Cap Growth Fund I

Virtus KAR Mid-Cap Growth Fund Class R6

Virtus KAR Small-Mid Cap Growth Fund Class A

Virtus KAR Small-Mid Cap Growth Fund Class I

Virtus KAR Small-Mid Cap Value Fund Class A

Virtus KAR Small-Mid Cap Value Fund Class I

ALPS Global Opportunity Fund Investor Class

ALPS Global Opportunity Fund Class R

ALPS Global Opportunity Fund Class A

Baron Small Cap Fund R6 Shares

PGIM Jennison Financial Services Fund Class A

PGIM Jennison Financial Services Fund Class Z

PGIM Jennison Financial Services Fund Class C

Harbor Small Cap Value Fund Insti Cl

Harbor Small Cap Value Fund Retirement Class

Baron Generational Growth Fund Retail Class

Baron Generational Growth Fund R6 Shares

Eventide Dividend Growth Fund Class C

Eventide Dividend Growth Fund Class N

Champlain Mid Cap Fund Insti Cl

PGIM Jennison Mid-Cap Growth Fund Class R

PGIM Jennison Mid-Cap Growth Fund Class R2

PGIM Jennison Mid-Cap Growth Fund Class R4

PGIM Jennison Mid-Cap Growth Fund Class R6

GMO Small Cap Quality Fund Class III

GMO Small Cap Quality Fund Class R6

GMO Small Cap Quality Fund Class VI

ClearBridge Mid Cap Fund Class R

ClearBridge Mid Cap Fund Class A

ClearBridge Mid Cap Fund Class I

Segall Bryant & Hamill Small Cap Growth Fund Institutional Class

ClearBridge Variable Mid Cap Portfolio Class I

Baird Small/Mid Cap Growth Fund Institutional Class

VY Baron Growth Portfolio S2

VY Baron Growth Portfolio Advisor Class

VY Baron Growth Portfolio Class R6

AMG GW&K Small Cap Growth Fund Class N

First Eagle US Smid Cap Opportunity Fund Class I

First Eagle US Smid Cap Opportunity Fund Class R6

AMG Renaissance Large Cap Growth Fund Class N

Franklin Small Cap Growth Fund Class C

Franklin Small Cap Growth Fund Class R6

Franklin Small Cap Growth Fund Class R

Ancora/Thelen Small Mid-Cap Fund Class S

AMG GW&K Small Cap Core Fund Class N

AMG GW&K Small Cap Core Fund Class Z

VELA Small Cap Fund Class A

Goldman Sachs Small/Mid-Cap Growth Fund Service Class

Goldman Sachs Small/Mid-Cap Growth Fund Inst Cl

Goldman Sachs Small/Mid-Cap Growth Fund Class R

Goldman Sachs Small/Mid-Cap Growth Fund Investor Class

NYLI Fiera SMID Growth Fund Institutional Class

NYLI Fiera SMID Growth Fund Class C

Carillon Eagle Mid Cap Growth Fund Class C

Carillon Eagle Mid Cap Growth Fund Class R-6

Eventide Multi-Asset Income Fund Class C

Eventide Multi-Asset Income Fund Class N

Nuveen Mid Cap Growth Opportunities Fund Class R6

MoA Small Cap Growth Fund

Nomura Mid Cap Growth Fund Class I

Nomura Mid Cap Growth Fund Class C

Nomura Mid Cap Growth Fund Class R

Nomura Small Cap Growth Fund Class I

Nomura Small Cap Growth Fund Class Y

Nomura Small Cap Growth Fund Class R

Eaton Vance Atlanta Capital SMID-Cap Fund Class C

Eaton Vance Atlanta Capital SMID-Cap Fund Class R6

Fidelity Select Brokerage & Investment Management Portfolio

RBC Global Opportunities Fund Class I

RBC Global Opportunities Fund Class A

Grandeur Peak Global Opportunities Fund Insti Cl

Thrivent Mid Cap Stock Fund Class A

Column Mid Cap Fund

Vaughan Nelson Small Cap Fund Class C

Vaughan Nelson Small Cap Fund Class N

Vanguard Explorer Fund Investor Class

NAA SMid Cap Value Fund Class A

NAA SMid Cap Value Fund Institutional Class

Neuberger Genesis Fund Advisor Class

Neuberger Genesis Fund Institutional Class

Neuberger Genesis Fund Class E

Yorktown Growth Fund Class A

Yorktown Growth Fund Class L

Brown Advisory Small Cap Growth Fund Adv Shares

Fidelity Mid-Cap Stock K6 Fund Class K6

Fidelity Mid-Cap Stock Fund Class M

Fidelity Mid-Cap Stock Fund Class C

Fidelity Mid-Cap Stock Fund

Meridian Growth Fund Legacy Class

Meridian Growth Fund Class C

Meridian Growth Fund Institutional Class

Royce Smid-Cap Total Return Fund Service Class

Grandeur Peak Global Reach Fund

Bridge Builder Small/Mid Cap Growth Fund

Russell Tax-Managed US Mid & Small Cap Fund Class M

Russell Tax-Managed US Mid & Small Cap Fund Class C

NAA Mid Growth Fund Class A

Principal SmallCap Growth Fund I Class R6

Principal SmallCap Growth Fund I Class R-3

Principal SmallCap Growth Fund I

Bernstein Small Cap Core Portfolio-Z

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

Fidelity Advisor Stock Selector Small Cap Fund Class C

Fidelity Advisor Stock Selector Small Cap Fund Class M

Embark Small Cap Equity Fund Retirement Class

Fidelity Advisor Small Cap Growth Fund Class A

Fidelity Advisor Small Cap Growth Fund Class I

Fidelity Advisor Small Cap Growth Fund Class M

Fidelity Small Cap Growth K6 Fund Class K6

PGIM Jennison Small Company Fund Class A

PGIM Jennison Small Company Fund Class C

PGIM Jennison Small Company Fund Class R4

BNY Mellon Midcap Index Fund, Inc Class I

Federated Hermes Mid-Cap Index Fund Institutional Class

Principal MidCap S&P 400 Index Fund Institutional Class

Principal MidCap S&P 400 Index Fund Class R6

Principal MidCap S&P 400 Index Fund R-5 Class

Columbia Mid Cap Index Fund Institutional Class III

S&P MidCap Index Fund Class K

Columbia Mid Cap Index Fund Class A

Vanguard Small Cap Growth Index Fund Investor Class

VALIC Company I Mid Cap Index Fund

Vanguard Small Cap Growth Index Fund Institutional

Fidelity Series Small Cap Opportunities Fund

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

Mid-Cap ProFund

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

MoA Mid Cap Equity Index Fund

DFA - US Small Cap Growth Portfolio

BlackRock Advantage SMID Cap Fund Inc Class C

BlackRock Advantage SMID Cap Fund Inc Class K

AMCAP Fund Class A

AMCAP Fund Class C

AMCAP Fund Class 529-A

AMCAP Fund Class 529-E

Fidelity Flex Mid Cap Index Fund

AMCAP Fund Class 529-F-3

AMCAP Fund Class R-5E

AMCAP Fund Class R-1

AMCAP Fund Class R-2

AMCAP Fund Class R-4

Mid-Cap Value ProFund

ProFunds UltraMid-Cap ProFund Investor Class

Mid-Cap 1.5x Strategy Fund Class A

Mid-Cap 1.5x Strategy Fund Class H

Nuveen Quant Small/Mid Cap Equity Fund Premier Class

Nuveen Quant Small/Mid Cap Equity Fund Class I

Nuveen Quant Small/Mid Cap Equity Fund Class R6

T Rowe Price Mid-Cap Index Fund Institutional Class

GMO Alternative Allocation Fund Class R6

GMO Alternative Allocation Fund Class VI

Mid-Cap Growth ProFund Service Class

AlphaCentric Symmetry Strategy Fund Class C

Alphacentric Symmetry Strategy Fund Institutional Class

Wilmington Global Alpha Equities Fund Class I

Fidelity ZERO Extended Market Index Fund

State Street Institutional Small-Cap Equity Fund Service Class

GuideMark Small/Mid Cap Core Fund Service Class

Voya Russell Mid Cap Growth Index Portfolio Class S2

Thrivent Aggressive Allocation Fund Class A

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

GuideMark Small/Mid Cap Core Fund Class RS

Fidelity Extended Market Index Fund

Vanguard Small Cap Index Fund Investor Class

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

iShares Russell Small/Mid-Cap Index Fund Class K

T. Rowe Price New Horizons Fund Class I

AQR Style Premia Alternative Fund Class I

AQR Style Premia Alternative Fund Class N

T. Rowe Price New Horizons Fund

T. Rowe Price Extended Equity Market Index Fund

Russell Sustainable Equity Fund Class C

Russell Sustainable Equity Fund Class Y

T. Rowe Price Small Cap Value Fund Advisor Class

T. Rowe Price Small Cap Value Fund, Inc Class I

Bridge Builder Tax Managed Small/Mid Cap Fund