| A+ | Baron Global Advantage Fund R6 Shares BGLUX | 48.04 | +8.26% | +21.54% | +19.36% | +110.34% |  |
| A+ | Baron Health Care Fund Retail Shares BHCFX | 18.22 | +3.78% | +11.99% | +21.30% | +65.87% |  |
| B+ | Brown Advisory Sustainable Growth Fd Inv Shs BIAWX | 57.05 | +5.27% | +12.15% | +24.47% | +109.01% |  |
| A+ | Baron International Growth Fund BIGFX | 32.58 | +3.49% | +12.18% | +13.64% | +39.10% |  |
| A+ | Baird Intermediate Bond Fd Investor Cl BIMSX | 11.18 | +0.00% | +0.19% | -1.47% | -5.54% |  |
| A+ | BlackRock Mid-Cap Growth Equity K BMGKX | 44.79 | +6.78% | +13.05% | +22.28% | +91.64% |  |
| A+ | Boston Partners Long/Short Research Fund BPIRX | 15.22 | +2.06% | +5.43% | +23.13% | +122.98% |  |
| A+ | BSTSX | 77.13 | +7.16% | +24.95% | +31.60% | +191.19% |  |
| A+ | Boston Trust Equity Fund BTEFX | 47.84 | +2.65% | +7.66% | +17.20% | +76.12% |  |
| A+ | iShares MSCI EAFE International Index Fund BTMKX | 19.16 | +1.81% | +12.55% | +18.02% | +64.50% |  |
| A+ | Cboe Vest US Large Cap 10% Buffer Fund Institutional Class BUIGX | 21.79 | +1.71% | +6.16% | +14.16% | +67.31% |  |
| A+ | Becker Value Equity Fund BVEIX | 22.18 | +2.23% | +10.04% | +28.66% | +113.56% |  |
| A+ | American Beacon Bridgeway Large Cap Value Fund Investor Class BWLIX | 25.80 | +2.06% | +7.75% | +21.65% | +83.96% |  |
| A+ | Ariel Appreciation Fund CAAPX | 42.60 | +4.20% | +11.65% | +21.58% | +56.83% |  |
| A+ | American Funds 2025 Target Date Retirement Fund Class C CCDTX | 16.47 | +1.14% | +6.02% | +9.22% | +34.26% |  |
| B+ | Calvert Mid-Cap Fund Class I CCPIX | 40.70 | +3.24% | +10.09% | +10.79% | +24.55% |  |
| A+ | Crawford Small Cap Dividend Fund CDOFX | 48.75 | +3.77% | +9.08% | +12.35% | +26.05% |  |
| A+ | Calvert Global Water Fund Class C CFWCX | 27.86 | +3.02% | +9.43% | +12.78% | +35.51% |  |
| A+ | Capital Income Builder Cl F-1 Shs CIBFX | 79.03 | +1.35% | +6.48% | +15.27% | +61.72% |  |
| A+ | Champlain Mid Cap Fund CIPIX | 24.32 | +4.74% | +14.34% | +22.17% | +64.44% |  |
| A+ | Calvert Core Bond Fund CLDIX | 16.02 | +0.12% | -0.56% | -1.85% | -7.46% |  |
| A+ | BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares CMGIX | 44.46 | +6.79% | +13.02% | +22.77% | +91.65% |  |
| A+ | MS Insight Fund Class A CPOAX | 51.97 | +8.92% | +24.50% | +20.58% | +108.72% |  |
| A+ | CRM Small Cap Value Fund CRMSX | 13.65 | +4.27% | +14.13% | +13.55% | +37.53% |  |
| A+ | Calvert Balanced Fund CSGCX | 45.96 | +2.13% | +6.22% | +11.47% | +50.50% |  |
| A+ | Calvert Flexible Bond Fund Class A CUBAX | 15.02 | +0.47% | +3.20% | +3.20% | +9.59% |  |
| A+ | American Funds Washington Mutual 529A CWMAX | 66.76 | +1.72% | +6.46% | +19.11% | +100.84% |  |
| A+ | Dunham International Stock Fund DAINX | 22.36 | +2.42% | +15.45% | +19.72% | +105.53% |  |
| A+ | Dean Mid Cap Value DALCX | 27.64 | +2.61% | +5.38% | +18.39% | +76.11% |  |
| A+ | BNY Mellon Small/Mid Cap Growth Fund Class A DBMAX | 30.00 | +6.72% | +17.12% | +12.73% | +50.80% |  |
| A+ | DFA Em Mkts Sustnby Cor 1 Instl DESIX | 11.76 | +2.64% | +13.41% | +17.11% | +61.74% |  |
| A+ | Delaware Small Cap Value Fund Institutional Class DEVIX | 73.59 | +3.71% | +10.40% | +20.94% | +45.02% |  |
| A+ | DFA Enhanced U.S. Large Company Portfolio DFELX | 16.80 | +2.97% | +9.91% | +21.49% | +104.88% |  |
| A+ | DFA U.S. Targeted Value Portfolio DFFVX | 36.44 | +4.24% | +10.10% | +21.18% | +69.51% |  |
| A+ | DFA Global Real Estate Securities Port DFGEX | 11.01 | +1.37% | +7.50% | +19.54% | +59.24% |  |
| A+ | DoubleLine Flexible Income Fund Class I DFLEX | 8.81 | +0.27% | +4.73% | +4.86% | +19.85% |  |
| A+ | International High Relative Profitability Portfolio Institutional Class DIHRX | 15.00 | +2.45% | +12.21% | +14.62% | +46.48% |  |
| A+ | DFA - International Small Cap Growth Portfolio DISMX | 18.65 | +3.51% | +12.13% | +16.11% | +53.50% |  |
| A+ | BNY Mellon Small Cap Stock Index Fund Investor Shares DISSX | 25.22 | +4.68% | +12.96% | +16.14% | +41.53% |  |
| A+ | DoubleLine Floating Rate Fund - Class N DLFRX | 9.08 | +0.45% | +3.47% | +5.34% | +35.16% |  |
| A+ | BNY Mellon MidCap Index Fund Class I DMIDX | 29.69 | +3.89% | +12.72% | +19.08% | +74.83% |  |
| A+ | Dunham International Stock Fund Class N DNINX | 22.60 | +2.38% | +15.49% | +20.00% | +105.83% |  |
| A+ | Dodge & Cox Funds - Dodge & Cox Stock Fund DODGX | 278.75 | +2.29% | +7.89% | +23.26% | +104.48% |  |
| A+ | Dodge & Cox Global Bond Fund DODLX | 11.45 | +0.75% | +3.23% | +2.03% | +11.28% |  |
| A+ | DFA International Social Core Equity Portfolio DSCLX | 18.49 | +2.26% | +13.78% | +20.34% | +79.84% |  |
| A+ | DFA Selectively Hedged Global Equity Portfolio DSHGX | 24.73 | +2.45% | +10.98% | +20.62% | +97.33% |  |
| A+ | DFA U.S. Large Cap Equity Portfolio DUSQX | 36.51 | +2.77% | +9.78% | +22.05% | +117.27% |  |
| A+ | Gabelli Enterprise Mergers and Acquisitions Fund AAA EAAAX | 17.10 | +1.95% | +6.13% | +5.94% | +24.65% |  |
| A+ | American Funds Emerging Markets Bond Fund Class F-1 EBNEX | 8.16 | +0.38% | +3.77% | +0.23% | +10.05% |  |
| A+ | Eaton Vance Global Income Builder Fund EDIIX | 11.48 | +1.91% | +8.10% | +13.51% | +51.18% |  |
| A+ | Columbia Emerging Markets Fund Class A EEMAX | 16.37 | +4.47% | +14.76% | +8.37% | +39.53% |  |
| A+ | Edgewood Growth Fund Class Institutional EGFIX | 46.96 | +5.81% | +17.26% | +26.71% | +108.55% |  |
| A+ | Eaton Vance Greater India I EGIIX | 41.56 | +4.59% | +15.81% | +32.25% | +142.89% |  |
| A+ | Allspring Emerging Markets Equity Fund Admin Class EMGYX | 33.96 | +2.73% | +13.70% | +7.71% | +28.61% |  |
| A+ | Cboe Vest US Large Cap 20% Buffer Fund Investor Class ENGLX | 8.04 | +1.23% | +5.66% | +13.87% | +64.57% |  |
| A | ERShares Global Fund Institutional Class ENTIX | 21.31 | +5.24% | +14.87% | +10.03% | +84.47% |  |
| A+ | EQCDX | 9.57 | -0.45% | +0.06% | +2.58% | +12.63% |  |
| A | AXS Chesapeake Strategy Fund Class I EQCHX | 8.90 | +1.65% | +9.03% | +28.32% | +108.76% |  |
| A+ | ETADX | 20.00 | +4.11% | +11.14% | +27.41% | +106.00% |  |
| A+ | Eaton Vance GA Municipal Income A ETGAX | 8.04 | -0.10% | +1.60% | +0.40% | +1.14% |  |
| A+ | Eaton Vance NC Municipal Income A ETNCX | 8.35 | -0.47% | +1.67% | +0.62% | +1.19% |  |
| A+ | Manning & Napier Fd, Inc. Pro-Blend Maximum Term Srs Cl S EXHAX | 26.83 | +2.40% | +7.55% | +13.37% | +53.64% |  |
| A+ | Nuveen Mid Cap Value Fund Class C FACSX | 53.77 | +3.35% | +6.76% | +18.29% | +64.78% |  |
| A+ | American Funds Retirement Income Portfolio - Conservative Class F-1 FAFWX | 12.77 | +0.79% | +3.39% | +8.08% | +30.81% |  |
| A+ | Fidelity Capital and Income Fund FAGIX | 10.84 | +1.77% | +6.39% | +10.68% | +42.99% |  |
| A+ | American Funds 2050 Target Date Retirment Fd Cl F-1 FAITX | 24.03 | +2.44% | +10.24% | +17.30% | +78.10% |  |
| A+ | Fidelity Advisor Focused Emerging Markets Fund Class A FAMKX | 40.53 | +2.94% | +18.05% | +14.82% | +53.28% |  |
| A+ | American Funds 2020 Target Date Retirement Fd Cl F-1 FAOTX | 14.85 | +1.11% | +4.95% | +8.73% | +37.78% |  |
| A+ | Fidelity Advisor Technology Fund Class M FATEX | 127.50 | +5.51% | +18.07% | +36.07% | +196.58% |  |
| A+ | Franklin Managed Income A FBLAX | 12.79 | +0.98% | +4.44% | +12.63% | +44.10% |  |
| A+ | Fidelity Advisor Biotechnology Fund FBTIX | 34.65 | +3.53% | +16.73% | +4.67% | +61.15% |  |
| A+ | Fiera Capital International Equity Fund Investor Class FCIRX | 17.47 | +2.44% | +8.78% | +14.19% | +35.66% |  |
| A+ | Fidelity Advisor International Cap Appreciation Fund FCPIX | 37.74 | +4.02% | +11.44% | +11.67% | +42.24% |  |
| A | Fs Credit Income Fund FCRIX | 12.11 | +1.19% | +5.10% | +8.58% | +24.31% |  |
| A+ | Fidelity Equity Dividend Income Fd FEQTX | 30.02 | +1.73% | +7.01% | +21.27% | +71.43% |  |
| A+ | Fidelity Advisor Emerging Asia Fund FERIX | 65.86 | +6.46% | +24.20% | +2.55% | +17.01% |  |
| A+ | Fidelity Asset Manager 85% Fund FEYCX | 29.66 | +2.41% | +10.14% | +16.13% | +65.70% |  |
| A+ | Fidelity Freedom 2030 Fund FFFEX | 19.70 | +1.65% | +8.36% | +13.46% | +50.01% |  |
| A | Fidelity Fund FFIDX | 109.10 | +4.37% | +10.85% | +26.69% | +131.24% |  |
| A+ | Fidelity Freedom Index 2060 Fund FFLEX | 21.27 | +2.40% | +10.98% | +18.15% | +73.95% |  |
| A+ | Fidelity Floating Rate High Income FFRHX | 9.17 | +0.38% | +2.49% | +3.88% | +15.74% |  |
| A+ | Fidelity Freedom 2025 FFTWX | 15.19 | +1.57% | +7.37% | +12.62% | +44.02% |  |
| A+ | Strategic Advisers Fidelity Em Mkts FGOMX | 15.45 | +3.02% | +14.86% | +15.25% | +52.54% |  |
| A+ | Fidelity Freedom Blend 2010 Fund FHAYX | 10.84 | +1.11% | +4.60% | +5.97% | +25.21% |  |
| A+ | Fidelity Canada Fund FICDX | 78.89 | +2.20% | +10.08% | +27.95% | +111.76% |  |
| A+ | Federated Hermes Short-Intermediate Government Fund - SS Class FIGIX | 9.82 | -0.13% | -0.36% | -2.13% | -9.73% |  |
| A+ | Federated Hermes Institutional High Yield Bond Fund Institutional Shares FIHBX | 9.09 | +1.26% | +3.83% | +3.56% | +14.83% |  |
| A+ | Fidelity Advisor Focused Emerging Markets Fund FIMKX | 40.67 | +2.94% | +18.09% | +15.56% | +54.68% |  |
| A+ | Fidelity Freedom 2045 K6 FJTKX | 15.58 | +2.60% | +10.92% | +18.33% | +75.91% |  |
| A+ | Federated Hermes Kaufmann Small Cap A FKASX | 52.42 | +5.28% | +21.21% | +21.40% | +77.97% |  |
| A+ | Franklin DynaTech A FKDNX | 208.57 | +6.69% | +17.39% | +25.82% | +158.59% |  |
| A+ | Franklin Income Fund Class A1 FKINX | 2.47 | +1.15% | +4.28% | +10.58% | +41.21% |  |
| A+ | Meeder Moderate Allocation Retail FLDOX | 13.10 | +1.48% | +4.50% | +8.44% | +33.81% |  |
| A+ | Fidelity Freedom Index 2015 Fund - Investor Class FLIFX | 15.56 | +1.17% | +5.25% | +8.33% | +32.36% |  |
| B+ | Fidelity Low-Priced Stock Fund FLPSX | 41.89 | +2.53% | +8.11% | +20.59% | +75.93% |  |
| A+ | Fidelity Intermediate Municipal Income Fund FLTMX | 10.22 | -0.17% | +1.85% | +1.50% | +7.22% |  |
| B+ | Fidelity Salem Street Trust - Fidelity Systematic Municipal Bond Index ETF FMBIX | 18.45 | -0.31% | +1.59% | +1.17% | +2.18% |  |
| A+ | Fidelity Advisor Materials Fund Class A FMFAX | 92.60 | +3.42% | +8.09% | +19.97% | +71.35% |  |
| A+ | Frontier MFG Core Infrastructure Fund Institutional Class FMGIX | 16.58 | +3.59% | +5.77% | +20.65% | +102.96% |  |
| A+ | Wasatch - 1st Source Income Equity Fund FMIEX | 10.98 | +1.98% | +5.68% | +18.26% | +84.47% |  |