Mutual Funds Holding LPLA

Virtus KAR Small-Mid Cap Core Fund Class R6

Empiric Fund Class C

F/m Investments Large Cap Focused Fund Class Institutional

Baron Durable Advantage Fund Institutional Shares

Virtus KAR Mid-Cap Core Fund I

Virtus KAR Mid-Cap Core Fund C

Vanguard Mid-Cap Growth Fund

Janus Henderson Enterprise Fund Class T

Janus Henderson Enterprise Fund Class A

Janus Henderson Enterprise Fund Class R

Janus Henderson Enterprise Fund Class S

Nomura Mid Cap Growth Fund Class R6

MSIF Global Concentrated Portfolio - Class A

MSIF Global Concentrated Portfolio - Class I

Nomura Mid Cap Growth Fund Class A

Nomura Mid Cap Growth Fund Class Y

abrdn US Sustainable Leaders Fund Institutional Class

abrdn US Sustainable Leaders Fund Institutional Service Class

Reinhart Mid Cap PMV Fund Institutional Class

Reinhart Mid Cap PMV Fund Advisor Class

Cromwell Tran Sustainable Focus Fund Class I Shares

VanEck Morningstar Wide Moat Fund Class Z

Yorktown Small Cap Fund Class L

Thornburg Investment Trust Small/Mid Cap Core Fd Cl A

Thornburg Investment Trust Small/Mid Cap Core Fd Cl I

Thornburg Investment Trust Small/Mid Cap Core Fd Cl R3

LKCM Small-Mid Cap Equity Fund

Touchstone Mid Cap Growth Fund Institutional

Touchstone Mid Cap Growth Fund Class R6

CLARKSTON FUND

Principal MidCap Fund Class A

Principal MidCap Fund Class C

Principal MidCap Fund Class R-3

Diamond Hill Small-Mid Cap Fund Investor Class

Diamond Hill Small-Mid Cap Fund Class Y

Diamond Hill Mid Cap Fund- Class I Shares

MFS Mid Cap Growth Fund Class R2

MFS Mid Cap Growth Fund Class B

MFS Mid Cap Growth Fund Class R1

MFS Mid Cap Growth Fund Class I

MFS Mid Cap Growth Fund Class R6

Voya MidCap Opportunities Portfolio Initial

Voya MidCap Opportunities Portfolio Service

Clarkston Founders Fund Founders Class

Janus Henderson Triton Fund Class D

PGIM Jennison Mid-Cap Growth Fund Class R

Janus Henderson Triton Fund Class C

Janus Henderson Triton Fund Class R

Janus Henderson Triton Fund Class I

PGIM Jennison Mid-Cap Growth Fund Class R2

PGIM Jennison Mid-Cap Growth Fund Class R4

PGIM Jennison Mid-Cap Growth Fund Class R6

Carillon Eagle Mid Cap Growth Fund Class C

Carillon Eagle Mid Cap Growth Fund Class R-6

Janus Henderson Venture Fund Class T

Janus Henderson Venture Fund Class A

Janus Henderson Venture Fund Class N

Virtus Ceredex Large Cap Value Equity Fund Class I

Virtus Ceredex Large Cap Value Equity Fund Class C

WCM Focused Global Growth Fund Institutional Class

John Hancock Disciplined Value Mid Cap Fund Class C

John Hancock Disciplined Value Mid Cap Fund Class A

John Hancock Disciplined Value Mid Cap Fund Class R4

AB Sustainable Global Thematic Fund Class I

AB Sustainable Global Thematic Fund Class C

AB Sustainable Global Thematic Fund Class Z

Virtus Ceredex Mid-Cap Value Equity Fund C

Virtus Ceredex Mid-Cap Value Equity Fund Class R6

CLARKSTON PARTNERS FUND. FOUNDERS CLASS

Touchstone Focused Fund Class C

Touchstone Focused Fund Class Y

Meridian Contrarian Fund Class C

Meridian Contrarian Fund Investor Class

Franklin Small -Mid Cap Growth Fund Class R6

Franklin Small - Mid Cap Growth Fund Class C

Franklin Small - Mid Cap Growth Fund Class R

PGIM Jennison Financial Services Fund Class R6

PGIM Jennison Financial Services Fund Class R

Principal LargeCap Value Fund III Class J

Principal LargeCap Value Fund III Class R-3

Touchstone Large Cap Focused Fund Class Institutional

Touchstone Large Cap Focused Fund Class A

Touchstone Large Cap Focused Fund Class R6

MSIF US Core Portfolio - Class C

MSIF US Core Portfolio - Class I

Neuberger Berman Mid Cap Growth Fund Institutional Class

Neuberger Berman Mid Cap Growth Fund Investor Class

Neuberger Berman Mid Cap Growth Fund Class A

Neuberger Berman Mid Cap Growth Fund Class R6

JPMorgan SMID Cap Equity Fund Class A

JPMorgan SMID Cap Equity Fund Class R3

Virtus Silvant Mid-Cap Growth Fund Institutional Class

NYLI Epoch Capital Growth Fund Class C

NYLI Epoch Capital Growth Fund Class I

Virtus Silvant Mid-Cap Growth Fund Class A

Touchstone Value Fund Class A

Touchstone Value Fund Institutional

Touchstone Value Fund Class Y

John Hancock Disciplined Value Fund Class R2

John Hancock Disciplined Value Fund Class R6

John Hancock Disciplined Value Fund Class C

John Hancock Disciplined Value Fund Class I

Voya MidCap Opportunities Fund Class W

Voya MidCap Opportunities Fund Class R6

Voya MidCap Opportunities Fund Class C

TETON Westwood Equity Fund Class A

TETON Westwood Equity Fund Class C

Column Mid Cap Select Fund

Victory RS Mid Cap Growth Fund Member Class

Victory RS Mid Cap Growth Fund Class Y

Buffalo Mid Cap Discovery Fund Investor Class

MSIF Global Core Portfolio - Class A

MSIF Global Core Portfolio - Class I

Catalyst Insider Buying Fund Class A

Catalyst Insider Buying Fund Class I

Yorktown Growth Fund Institutional Share Class

Eaton Vance Atlanta Capital Select Equity Fund- Class C

Eaton Vance Atlanta Capital Select Equity Fund Class I

BNY Mellon Midcap Value Fund Class A

BNY Mellon Midcap Value Fund Class C

WCM Select Global Growth Fund Investor Class

VALIC Company I Mid Cap Strategic Growth Fund

FPA Crescent Fund Supra Institutional Class

Eaton Vance Focused Growth Opportunities Fund Class A

Eaton Vance Focused Growth Opportunities Fund Class I

1919 Socially Responsive Balanced Fund Class C

Kennedy Capital ESG SMID Cap Fund

Calvert Small/Mid-Cap Fund Class A

Voya Russell Mid Cap Growth Index Portfolio Initial

Voya Russell Mid Cap Growth Index Portfolio Class S

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class S

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Advisor Class

Columbia Select Mid Cap Growth Fund Class A

Columbia Select Mid Cap Growth Fund Class S

Columbia Select Mid Cap Growth Fund Class C

Columbia Select Mid Cap Growth Fund Class I3

T. Rowe Price Diversified Mid-Cap Growth Fund Class I

Touchstone Balanced Fund Class A

Touchstone Balanced Fund Class R6

AB Growth Fund Class I

AB Growth Fund Class A

AB Sustainable Thematic Balanced Portfolio Class A

AB Sustainable Thematic Balanced Portfolio Advisor Class

AB Sustainable Thematic Balanced Portfolio Class I

Boston Partners All-Cap Value Fund Invertor Class

Boston Partners All-Cap Value Fund Class R6

TETON Westwood Balanced Fund Class I

TETON Westwood Balanced Fund Class A

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl I

Voya Large Cap Growth Portfolio Service

Voya Large Cap Growth Portfolio S2

Timothy Plan Large/Mid Cap Growth Fund Class C

Voya Large Cap Growth Portfolio Class R6

American Beacon Large Cap Value Fund Investor Class

American Beacon Large Cap Value Fund Y Class

American Beacon Large Cap Value Fund C Class

Dodge & Cox Stock Fund

Hartford Balanced HLS Fund Class IA

Victory RS Growth Fund Class Y

Victory RS Growth Fund Class A

Fidelity Advisor Value Strategies Fund Class M

Fidelity Advisor Value Strategies Fund Class A

Fidelity Advisor Value Strategies Fund Class K

Voya Large Cap Growth Fund Class A

Voya Large Cap Growth Fund Class I

Voya Large Cap Growth Fund Class R6

Invesco Discovery Mid Cap Growth Fund Class A

Invesco Discovery Mid Cap Growth Fund Class Y

Invesco Discovery Mid Cap Growth Fund Class R

American Funds US Small & Mid Cap Equity Fund Class 529-A

American Funds US Small & Mid Cap Equity Fund Class 529-E

American Funds US Small & Mid Cap Equity Fund Class 529-F-2

Janus Henderson Global Research Fund Class D

Janus Henderson Global Research Fund Class A

Janus Henderson Global Research Fund Class R

Janus Henderson Global Research Fund Class I

American Funds US Small & Mid Cap Equity Fund Class R1

American Funds US Small & Mid Cap Equity Fund Class R2