Ratings
CAS’s proxy impact scores measure how asset management firms and the individual funds they offer are using their voting rights to influence the companies they own shares in.
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Firm Ratings
Fig. 1 — Firm level scores for all firms in our data set with at least five CAS-rated votes in the past three proxy years and at least $100m in assets under management. Firms are identified by their name, their weighted average CAS score, and a column identifying their AUM range. “Tier” columns identify which quartile the firm sits in among all firms on the list.
| Parent Name | CAS Proxy Impact Score | Size | Proxy Impact Ranking |
|---|---|---|---|
| PIMCO | 0.95 | $50b + | Tier 1 |
| Allianz Global Investors | 0.89 | $50b + | Tier 2 |
| First Trust Advisors | 0.87 | $50b + | Tier 2 |
| Massachusetts Financial Services Company | 0.83 | $50b + | Tier 2 |
| AllianceBernstein | 0.82 | $50b + | Tier 2 |
| Columbia Threadneedle | 0.80 | $50b + | Tier 2 |
| Wells Fargo Funds Management | 0.76 | $50b + | Tier 2 |
| American Century Investment Management | 0.75 | $50b + | Tier 2 |
| Cohen & Steers Capital Management | 0.74 | $50b + | Tier 2 |
| Northern Trust | 0.73 | $50b + | Tier 2 |
| Delaware / Ivy | 0.68 | $50b + | Tier 2 |
| Voya Investment Management | 0.63 | $50b + | Tier 3 |
| Lord Abbett & Co. | 0.63 | $50b + | Tier 3 |
| Thrivent Investment Management | 0.62 | $50b + | Tier 3 |
| Artisan Partners | 0.60 | $50b + | Tier 3 |
| TIAA-CREF Asset Management | 0.60 | $50b + | Tier 3 |
| Federated Hermes | 0.60 | $50b + | Tier 3 |
| Nuveen Asset Management | 0.57 | $50b + | Tier 3 |
| Goldman Sachs Asset Management (US) | 0.56 | $50b + | Tier 3 |
| Invesco | 0.52 | $50b + | Tier 3 |
| Charles Schwab Investment Management | 0.47 | $50b + | Tier 3 |
| JPMorgan Asset Management | 0.44 | $50b + | Tier 3 |
| First Eagle Investment Management | 0.42 | $50b + | Tier 3 |
| T. Rowe Price Associates | 0.42 | $50b + | Tier 3 |
| Capital Research & Management Co. | 0.39 | $50b + | Tier 3 |
| Putnam Investment Management | 0.36 | $50b + | Tier 3 |
| BlackRock Advisors | 0.30 | $50b + | Tier 3 |
| Janus Henderson | 0.27 | $50b + | Tier 3 |
| State Street Global Advisors | 0.26 | $50b + | Tier 3 |
| Fidelity | 0.18 | $50b + | Tier 4 |
| Franklin Templeton | 0.17 | $50b + | Tier 4 |
| Vanguard Group | 0.16 | $50b + | Tier 4 |
| Dodge & Cox | 0.07 | $50b + | Tier 4 |
| Olive Street Investment Advisers | 0.06 | $50b + | Tier 4 |
| Dimensional Fund Advisors | 0.04 | $50b + | Tier 4 |
| Parnassus Investments | 1.00 | $10-50b | Tier 1 |
| William Blair Capital Management | 1.00 | $10-50b | Tier 1 |
| Compass Efficient Model Portfolios | 1.00 | $10-50b | Tier 1 |
| Royce & Associates | 1.00 | $10-50b | Tier 1 |
| Alphacentric | 0.99 | $10-50b | Tier 1 |
| Calvert Research And Management | 0.99 | $10-50b | Tier 1 |
| Optique Capital Management | 0.97 | $10-50b | Tier 1 |
| Deutsche Asset Management | 0.97 | $10-50b | Tier 1 |
| Eaton Vance Management | 0.96 | $10-50b | Tier 1 |
| Robert W. Baird & Co. | 0.95 | $10-50b | Tier 1 |
| Fred Alger Management | 0.95 | $10-50b | Tier 1 |
| Touchstone Funds | 0.94 | $10-50b | Tier 1 |
| Brown Advisory | 0.93 | $10-50b | Tier 1 |
| Wasatch Advisors | 0.90 | $10-50b | Tier 2 |
| Principal Management Corporation | 0.90 | $10-50b | Tier 2 |
| Victory Capital Management | 0.90 | $10-50b | Tier 2 |
| Bamco | 0.90 | $10-50b | Tier 2 |
| Pioneer Investments | 0.87 | $10-50b | Tier 2 |
| Natixis Asset Management Advisors | 0.84 | $10-50b | Tier 2 |
| Guggenheim Investment Management | 0.83 | $10-50b | Tier 2 |
| Morgan Stanley Investment Management | 0.82 | $10-50b | Tier 2 |
| ProFund / ProShare | 0.82 | $10-50b | Tier 2 |
| Bessemer Investment Management | 0.81 | $10-50b | Tier 2 |
| Lazard Asset Management (US) | 0.79 | $10-50b | Tier 2 |
| Cambiar Investors | 0.76 | $10-50b | Tier 2 |
| Alps Advisers | 0.73 | $10-50b | Tier 2 |
| Russell Investment Group | 0.70 | $10-50b | Tier 2 |
| Global X Management Company | 0.69 | $10-50b | Tier 2 |
| BNY Mellon | 0.69 | $10-50b | Tier 2 |
| Loomis, Sayles & Co. | 0.69 | $10-50b | Tier 2 |
| Van Eck Associates Corporation | 0.66 | $10-50b | Tier 3 |
| Investment Managers Series | 0.61 | $10-50b | Tier 3 |
| Virtus Investment Advisers | 0.59 | $10-50b | Tier 3 |
| Neuberger Berman | 0.59 | $10-50b | Tier 3 |
| WisdomTree Asset Management | 0.57 | $10-50b | Tier 3 |
| DBX Strategic Advisors | 0.53 | $10-50b | Tier 3 |
| American Beacon Funds | 0.53 | $10-50b | Tier 3 |
| Harbor Funds | 0.52 | $10-50b | Tier 3 |
| The Dreyfus Corporation | 0.46 | $10-50b | Tier 3 |
| Exchange Traded Concepts | 0.43 | $10-50b | Tier 3 |
| Ark Investment Management | 0.40 | $10-50b | Tier 3 |
| Pacer Advisors | 0.38 | $10-50b | Tier 3 |
| Brinker Capital | 0.34 | $10-50b | Tier 3 |
| Thornburg Investment Management | 0.28 | $10-50b | Tier 3 |
| First Pacific Advisors | 0.20 | $10-50b | Tier 4 |
| Davis Advisers | 0.04 | $10-50b | Tier 4 |
| Managers Investment Group | 0.04 | $10-50b | Tier 4 |
| Harris Associates | 0.03 | $10-50b | Tier 4 |
| Calamos Asset Management | 0.02 | $10-50b | Tier 4 |
| Primecap Management Co. | 0.00 | $10-50b | Tier 4 |
| Diamond Hill Capital Management | 0.00 | $10-50b | Tier 4 |
| Tweedy, Browne Company | 0.00 | $10-50b | Tier 4 |
| Domini Social Investments | 1.00 | $1-10b | Tier 1 |
| MMA Capital Management | 1.00 | $1-10b | Tier 1 |
| Pax World Management Corp | 1.00 | $1-10b | Tier 1 |
| Ariel Capital Management | 0.99 | $1-10b | Tier 1 |
| Chartwell Investment Partners | 0.99 | $1-10b | Tier 1 |
| Aspen Partners | 0.99 | $1-10b | Tier 1 |
| 1919 Investment Counsel | 0.99 | $1-10b | Tier 1 |
| Causeway Capital Management | 0.99 | $1-10b | Tier 1 |
| Glenmede Investment Management | 0.97 | $1-10b | Tier 1 |
| Pear Tree Advisors | 0.97 | $1-10b | Tier 1 |
| M&I Investment Management Corp | 0.96 | $1-10b | Tier 1 |
| Stone Ridge Asset Management | 0.95 | $1-10b | Tier 1 |
| Symmetry Partners | 0.95 | $1-10b | Tier 1 |
| Brookfield Investment Management | 0.95 | $1-10b | Tier 1 |
| Blackstone Alternative Asset Management | 0.94 | $1-10b | Tier 1 |
| Schroder Investment Management North America (Simna) | 0.94 | $1-10b | Tier 1 |
| Osterweis Capital Management | 0.92 | $1-10b | Tier 1 |
| Tocqueville Asset Management | 0.91 | $1-10b | Tier 1 |
| Nicholas Company | 0.90 | $1-10b | Tier 2 |
| Independent Franchise Partners | 0.90 | $1-10b | Tier 2 |
| Rafferty Asset Management | 0.87 | $1-10b | Tier 2 |
| Bridgeway Capital Management | 0.87 | $1-10b | Tier 2 |
| 1st Source Corporation Investment Advisers | 0.86 | $1-10b | Tier 2 |
| TCW Asset Management Co | 0.85 | $1-10b | Tier 2 |
| Sterling Capital Management | 0.84 | $1-10b | Tier 2 |
| MTB Investment Advisors | 0.84 | $1-10b | Tier 2 |
| Horizon Investments | 0.84 | $1-10b | Tier 2 |
| Saturna Capital Corporation | 0.82 | $1-10b | Tier 2 |
| Shelton Capital Management | 0.82 | $1-10b | Tier 2 |
| Sit Investment Associates | 0.82 | $1-10b | Tier 2 |
| Meeder Asset Management | 0.81 | $1-10b | Tier 2 |
| Voyageur Asset Management | 0.73 | $1-10b | Tier 2 |
| Amplify Investments | 0.73 | $1-10b | Tier 2 |
| Hotchkis & Wiley Capital Management | 0.71 | $1-10b | Tier 2 |
| IQ Investment Advisors | 0.69 | $1-10b | Tier 2 |
| Assetmark Investment Services | 0.68 | $1-10b | Tier 2 |
| Thompson Investment Management | 0.67 | $1-10b | Tier 2 |
| Active Weighting Advisors | 0.67 | $1-10b | Tier 2 |
| Wilshire Associates Incorporated | 0.60 | $1-10b | Tier 3 |
| Lattice Strategies | 0.58 | $1-10b | Tier 3 |
| UBS Global Asset Management (Americas) | 0.56 | $1-10b | Tier 3 |
| Aberdeen Asset Management Limited | 0.54 | $1-10b | Tier 3 |
| Commerce Investment Advisors | 0.50 | $1-10b | Tier 3 |
| Factor Advisors | 0.50 | $1-10b | Tier 3 |
| Homestead Funds | 0.47 | $1-10b | Tier 3 |
| Arrowpoint Asset Management | 0.47 | $1-10b | Tier 3 |
| Payden & Rygel | 0.46 | $1-10b | Tier 3 |
| PMC Funds | 0.43 | $1-10b | Tier 3 |
| Heartland Advisors | 0.37 | $1-10b | Tier 3 |
| Value Line | 0.34 | $1-10b | Tier 3 |
| Toroso Investments | 0.24 | $1-10b | Tier 4 |
| General Electric Asset Management | 0.16 | $1-10b | Tier 4 |
| Duff & Phelps Investment | 0.13 | $1-10b | Tier 4 |
| Davenport & Company | 0.11 | $1-10b | Tier 4 |
| Frontegra Asset Management | 0.05 | $1-10b | Tier 4 |
| Hennessy Advisors | 0.03 | $1-10b | Tier 4 |
| Steward Funds | 0.02 | $1-10b | Tier 4 |
| Highland Capital Management | 0.01 | $1-10b | Tier 4 |
| Gamco | 0.01 | $1-10b | Tier 4 |
| Congress Asset Management | 0.00 | $1-10b | Tier 4 |
| Fiduciary Asset Management | 0.00 | $1-10b | Tier 4 |
| Jensen Investment Management | 0.00 | $1-10b | Tier 4 |
| Leuthold Weeden Capital Management | 0.00 | $1-10b | Tier 4 |
| Marsico Capital Management | 0.00 | $1-10b | Tier 4 |
| Miller Value Funds | 0.00 | $1-10b | Tier 4 |
| Munder Capital Management | 0.00 | $1-10b | Tier 4 |
| RiverPark Advisors | 0.00 | $1-10b | Tier 4 |
| Ruane, Cunniff & Goldfarb | 0.00 | $1-10b | Tier 4 |
| Smead Capital Management | 0.00 | $1-10b | Tier 4 |
| Weitz Investment Management | 0.00 | $1-10b | Tier 4 |
| Westchester Capital Management | 0.00 | $1-10b | Tier 4 |
| Green Century Capital Management | 1.00 | $500 - 999m | Tier 1 |
| Knights Of Columbus Asset Advisors | 1.00 | $500 - 999m | Tier 1 |
| Main Management Fund Advisors | 1.00 | $500 - 999m | Tier 1 |
| Johnson Investment Counsel | 0.96 | $500 - 999m | Tier 1 |
| James Advantage Funds | 0.96 | $500 - 999m | Tier 1 |
| Luther King Capital Management Corporation | 0.95 | $500 - 999m | Tier 1 |
| Coho Partners | 0.94 | $500 - 999m | Tier 1 |
| Oak Associates | 0.93 | $500 - 999m | Tier 1 |
| Credit Suisse Asset Management | 0.92 | $500 - 999m | Tier 1 |
| Burnham Asset Management Corp | 0.92 | $500 - 999m | Tier 1 |
| Hancock Horizon | 0.91 | $500 - 999m | Tier 1 |
| Wesbanco Investment Department | 0.91 | $500 - 999m | Tier 1 |
| Engine No. 1 | 0.89 | $500 - 999m | Tier 2 |
| Toews Corporation | 0.86 | $500 - 999m | Tier 2 |
| Advent Capital Management | 0.67 | $500 - 999m | Tier 2 |
| Icon Advisers | 0.61 | $500 - 999m | Tier 3 |
| Spirit Of America Management Corp | 0.56 | $500 - 999m | Tier 3 |
| Tributary Capital Management | 0.36 | $500 - 999m | Tier 3 |
| Zweig Advisers | 0.23 | $500 - 999m | Tier 4 |
| City National Rochdale | 0.06 | $500 - 999m | Tier 4 |
| Empowered Funds | 0.01 | $500 - 999m | Tier 4 |
| Teton Advisors | 0.00 | $500 - 999m | Tier 4 |
| Trimtabs Asset Management | 0.00 | $500 - 999m | Tier 4 |
| Boston Common Asset Management | 1.00 | $100 - 499m | Tier 1 |
| Quaker Funds | 1.00 | $100 - 499m | Tier 1 |
| Kinetics Asset Management | 0.99 | $100 - 499m | Tier 1 |
| Toreador Research & Trading | 0.97 | $100 - 499m | Tier 1 |
| Matrix Asset Advisors | 0.96 | $100 - 499m | Tier 1 |
| Mutual Of America Capital Management Corporation | 0.96 | $100 - 499m | Tier 1 |
| Pacific Global Investment Management Company | 0.96 | $100 - 499m | Tier 1 |
| Prospector Partners Asset Management | 0.95 | $100 - 499m | Tier 1 |
| DDJ Capital Management | 0.95 | $100 - 499m | Tier 1 |
| Energy Income Partners | 0.94 | $100 - 499m | Tier 1 |
| Fulcrum Asset Management | 0.93 | $100 - 499m | Tier 1 |
| Innovator Management | 0.92 | $100 - 499m | Tier 1 |
| O'Shaughnessy Asset Management | 0.90 | $100 - 499m | Tier 2 |
| Edgar Lomax | 0.88 | $100 - 499m | Tier 2 |
| Scharf Investments | 0.83 | $100 - 499m | Tier 2 |
| Westfield Capital | 0.82 | $100 - 499m | Tier 2 |
| Weiss Multi-Strategy Advisers | 0.78 | $100 - 499m | Tier 2 |
| SF Advisors | 0.72 | $100 - 499m | Tier 2 |
| Fiera Capital | 0.72 | $100 - 499m | Tier 2 |
| FFCM | 0.70 | $100 - 499m | Tier 2 |
| Graniteshares Advisors | 0.70 | $100 - 499m | Tier 2 |
| Millington Securities | 0.68 | $100 - 499m | Tier 2 |
| Becker Capital Management | 0.68 | $100 - 499m | Tier 2 |
| Huber Funds | 0.61 | $100 - 499m | Tier 3 |
| Haverford Trust Company | 0.59 | $100 - 499m | Tier 3 |
| North Country Investment Advisers | 0.58 | $100 - 499m | Tier 3 |
| Locorr Fund Management | 0.57 | $100 - 499m | Tier 3 |
| Easterly Funds | 0.55 | $100 - 499m | Tier 3 |
| Principal Global Investors | 0.53 | $100 - 499m | Tier 3 |
| North Square Investments | 0.50 | $100 - 499m | Tier 3 |
| Evercore Wealth Management | 0.49 | $100 - 499m | Tier 3 |
| Davidson Investment Advisors | 0.49 | $100 - 499m | Tier 3 |
| Ancora Advisors | 0.48 | $100 - 499m | Tier 3 |
| Centre Asset Management | 0.48 | $100 - 499m | Tier 3 |
| Aperture Investors | 0.19 | $100 - 499m | Tier 4 |
| Cushing MLP Asset Management | 0.18 | $100 - 499m | Tier 4 |
| Morningstar Investment Management | 0.12 | $100 - 499m | Tier 4 |
| Capital Impact Advisors | 0.03 | $100 - 499m | Tier 4 |
| Poplar Forest Partners | 0.01 | $100 - 499m | Tier 4 |
| Needham Investment Management | 0.01 | $100 - 499m | Tier 4 |
| Cavanal Hill Investment Management | 0.01 | $100 - 499m | Tier 4 |
| Bragg Capital Trust | 0.00 | $100 - 499m | Tier 4 |
| Bridges Investment Management | 0.00 | $100 - 499m | Tier 4 |
| Bright Rock Funds | 0.00 | $100 - 499m | Tier 4 |
| Clough Capital Partners | 0.00 | $100 - 499m | Tier 4 |
| Cutler Investment Counsel | 0.00 | $100 - 499m | Tier 4 |
| Dearborn Partners | 0.00 | $100 - 499m | Tier 4 |
| Intrepid Capital Management | 0.00 | $100 - 499m | Tier 4 |
| SRN Advisors | 0.00 | $100 - 499m | Tier 4 |
| The Investment House | 0.00 | $100 - 499m | Tier 4 |
| Torray Investment Partners | 0.00 | $100 - 499m | Tier 4 |
| YCG Investments | 0.00 | $100 - 499m | Tier 4 |
Individual Fund Ratings
Fig. 2 — Fund-level scores for all funds with at least $50m in assets under management (AUM) and at least five CAS-rated votes in the past three proxy years. Funds are identified by their parent company, their name, their CAS score, and a column identifying their AUM range. “Tier” columns identify which quartile the fund sits in among all funds on the list.
| Fund Name | Ticker | Parent Name | CAS Proxy Impact Score | Size | Proxy Impact Ranking |
|---|---|---|---|---|---|
| William Blair Large Cap Growth Fund | LCGNX | William Blair Capital Management | 1 | $1b+ | Tier 1 |
| Columbia Mid Cap Index Fund | NMPAX | Columbia Threadneedle | 1 | $1b+ | Tier 1 |
| Pioneer Select Mid Cap Growth Fund | PSMKX | Pioneer Investments | 1 | $1b+ | Tier 1 |
| DWS Capital Growth Fund | SDGAX | Deutsche Asset Management | 1 | $1b+ | Tier 1 |
| DWS Rreef Real Assets Fund | AAAWX | Deutsche Asset Management | 1 | $1b+ | Tier 1 |
| DWS Core Equity Fund | SUWTX | Deutsche Asset Management | 1 | $1b+ | Tier 1 |
| Templeton Foreign Fund | FTFGX | Franklin Templeton | 1 | $1b+ | Tier 1 |
| Templeton World Fund | TEMWX | Franklin Templeton | 1 | $1b+ | Tier 1 |
| 3372 JH ESG All Cap Core Fund | JHKAX | John Hancock Funds | 1 | $1b+ | Tier 1 |
| Alger Capital Appreciation Institutional Fund | ALARX | Fred Alger Management | 1 | $1b+ | Tier 1 |
| Alger Capital Appreciation Fund | ACAAX | Fred Alger Management | 1 | $1b+ | Tier 1 |
| Alger Spectra Fund | ASPIX | Fred Alger Management | 1 | $1b+ | Tier 1 |
| Alger Focus Equity Fund | ALAFX | Fred Alger Management | 1 | $1b+ | Tier 1 |
| Parnassus Core Equity Fund | PRBLX | Parnassus Investments | 1 | $1b+ | Tier 1 |
| Parnassus Endeavor Fund | PFPWX | Parnassus Investments | 1 | $1b+ | Tier 1 |
| Pax Large Cap Fund | PXLIX | Pax World Management Corp | 1 | $1b+ | Tier 1 |
| Northern Global Sustainability Index Fund | NSRIX | Northern Trust | 1 | $1b+ | Tier 1 |
| Eq/Mid Cap Index Portfolio | AXA Equitable Funds Management Group | 1 | $1b+ | Tier 1 | |
| Xtrackers MSCI USA ESG Leaders Equity ETF | USSG | DBX Strategic Advisors | 1 | $1b+ | Tier 1 |
| Virtus Allianz Global Investors Income And Growth Fund (Formerly Allianz Global Investors Income And Growth Fund) | AZNIX | Allianz Global Investors | 1 | $1b+ | Tier 1 |
| Northern Global Sustainability Index Fund | NSRIX | Northern Trust | 1 | $1b+ | Tier 1 |
| Victoryshares US EQ Income Enhanced Volatility WTD ETF | CDC | Compass Efficient Model Portfolios | 1 | $1b+ | Tier 1 |
| Victory Market Neutral Income Fund | CBHAX | Compass Efficient Model Portfolios | 1 | $1b+ | Tier 1 |
| Templeton Growth Fund | FTGFX | Franklin Templeton | 1 | $1b+ | Tier 1 |
| Invesco Global Allocation Fund | QVGIX | Invesco | 1 | $1b+ | Tier 1 |
| Invesco Global Fund | OPPAX | Invesco | 1 | $1b+ | Tier 1 |
| Invesco V.I. Global Fund | OPGBVNS | Invesco | 1 | $1b+ | Tier 1 |
| Invesco Capital Appreciation Fund | OPTFX | Invesco | 0.99 | $1b+ | Tier 1 |
| AQR Large Cap Defensive Style Fund | QUERX | Optique Capital Management | 0.99 | $1b+ | Tier 1 |
| Invesco Main Street All Cap Fund (R) | OMSOX | Invesco | 0.99 | $1b+ | Tier 1 |
| Artisan Global Opportunities Fund | APHRX | Artisan Partners | 0.99 | $1b+ | Tier 1 |
| Alliancebernstein Growth & Income Fund | CABDX | AllianceBernstein | 0.99 | $1b+ | Tier 1 |
| Invesco Main Street Fund (R) | OMSIX | Invesco | 0.99 | $1b+ | Tier 1 |
| USAA Nasdaq-100 Index Fund | URNQX | USAA Investment Management Company | 0.99 | $1b+ | Tier 1 |
| Alps Core Commodity Management Completecommoditiessm Strategy Fund | JCRAX | Aspen Partners | 0.99 | $1b+ | Tier 1 |
| Calvert U.S. Large Cap Core Responsible Index Fund | CSXRX | Calvert Research And Management | 0.99 | $1b+ | Tier 1 |
| Calvert U.S. Large Cap Value Responsible Index Fund | CFJAX | Calvert Research And Management | 0.99 | $1b+ | Tier 1 |
| USAA Cornerstone Moderately Aggressive Fund | USCRX | USAA Investment Management Company | 0.99 | $1b+ | Tier 1 |
| USAA Cornerstone Moderate Fund | USBSX | USAA Investment Management Company | 0.99 | $1b+ | Tier 1 |
| Schwab U.S. Mid-Cap ETF | SCHM | Charles Schwab Investment Management | 0.99 | $1b+ | Tier 1 |
| Clearbridge All Cap Value Fund | SHFVX | Franklin Templeton | 0.99 | $1b+ | Tier 1 |
| Virtus NFJ Mid-Cap Value Fund (Formerly Allianz Global Investors Mid-Cap Value Fund) | PRNIX | Allianz Global Investors | 0.98 | $1b+ | Tier 1 |
| USAA Growth & Income Fund | UIGIX | USAA Investment Management Company | 0.98 | $1b+ | Tier 1 |
| Invesco Charter Fund | CHFTX | Invesco | 0.98 | $1b+ | Tier 1 |
| USAA Income Stock Fund | USISX | USAA Investment Management Company | 0.98 | $1b+ | Tier 1 |
| Pioneer Equity Income Fund | PEQIX | Pioneer Investments | 0.98 | $1b+ | Tier 1 |
| NT Focused Large Cap Value | ACLLX | American Century Investment Management | 0.98 | $1b+ | Tier 1 |
| Mainstay Income Builder Fund | MTXVX | New York Life Investment Management | 0.98 | $1b+ | Tier 1 |
| Eaton Vance Large Cap Value Fund | ERLVX | Eaton Vance Management | 0.97 | $1b+ | Tier 1 |
| Equity Income | ACIIX | American Century Investment Management | 0.97 | $1b+ | Tier 1 |
| Thrivent Large Cap Growth Portfolio | QTLCGX | Thrivent Investment Management | 0.97 | $1b+ | Tier 1 |
| Ab Relative Value Fund | CBBIX | AllianceBernstein | 0.97 | $1b+ | Tier 1 |
| Brown Advisory Global Leaders Fund | BIALX | Brown Advisory | 0.97 | $1b+ | Tier 1 |
| BNY Mellon Midcap Index Fund | DMIDX | The Dreyfus Corporation | 0.97 | $1b+ | Tier 1 |
| Quantitative U.S. Large Cap Growth Equity Portfolio | GTLLX | Glenmede Investment Management | 0.97 | $1b+ | Tier 1 |
| USAA Aggressive Growth Fund | UIAGX | USAA Investment Management Company | 0.97 | $1b+ | Tier 1 |
| Invesco Rising Dividends Fund | OARDX | Invesco | 0.96 | $1b+ | Tier 1 |
| Principal U.S. Mega-Cap Multi-Factor Index ETF | USMC | Principal Management Corporation | 0.96 | $1b+ | Tier 1 |
| Mainstay Epoch U.S. Equity Yield Fund | EPLPX | New York Life Investment Management | 0.96 | $1b+ | Tier 1 |
| 6721 500 Index B | JFIVX | John Hancock Funds | 0.96 | $1b+ | Tier 1 |
| USAA S&P 500 Index Fund | USSPX | USAA Investment Management Company | 0.96 | $1b+ | Tier 1 |
| Calvert Balanced Fund | CBAIX | Calvert Research And Management | 0.96 | $1b+ | Tier 1 |
| Gateway Fund | GATEX | Natixis Asset Management Advisors | 0.96 | $1b+ | Tier 1 |
| Putnam Equity Income Fund | PEYAX | Putnam Investment Management | 0.96 | $1b+ | Tier 1 |
| Tst Large Cap Focused Fund | SCRLX | Touchstone Funds | 0.96 | $1b+ | Tier 1 |
| Flexshares(R) Quality Dividend Index Fund | QDF | Northern Trust | 0.95 | $1b+ | Tier 1 |
| Clearbridge Large Cap Growth Fund | LCMMX | Franklin Templeton | 0.95 | $1b+ | Tier 1 |
| First Trust Dow Jones Internet Index Fund | FDN | First Trust Advisors | 0.95 | $1b+ | Tier 1 |
| First Trust Cloud Computing ETF | SKYY | First Trust Advisors | 0.95 | $1b+ | Tier 1 |
| Brown Advisory Sustainable Growth Fund | BAFWX | Brown Advisory | 0.95 | $1b+ | Tier 1 |
| First Trust Morningstar Dividend Leaders Index Fund | FDL | First Trust Advisors | 0.95 | $1b+ | Tier 1 |
| Alliancebernstein Wealth Appreciation Strategy Portfolio | AWAYX | AllianceBernstein | 0.95 | $1b+ | Tier 1 |
| First Trust Nasdaq-100-Technology Sector Index Fund | QTEC | First Trust Advisors | 0.95 | $1b+ | Tier 1 |
| Lazard US Equity Concentrated Portfolio | RLUEX | Lazard Asset Management (US) | 0.94 | $1b+ | Tier 1 |
| Blackstone Alternative Multi-Strategy Fund | BXMIX | Blackstone Alternative Asset Management | 0.94 | $1b+ | Tier 1 |
| Columbia Large Cap Growth Opportunity Fund | NFEPX | Columbia Threadneedle | 0.94 | $1b+ | Tier 1 |
| First Trust Nasdaq-100 Equal Weighted Index Fund | QQEW | First Trust Advisors | 0.94 | $1b+ | Tier 1 |
| Proshares Ultra QQQ | QLD | ProFund / ProShare | 0.94 | $1b+ | Tier 1 |
| Proshares Ultrapro QQQ | TQQQ | ProFund / ProShare | 0.94 | $1b+ | Tier 1 |
| Nasdaq-100(R) Fund | RYOCX | Guggenheim Investment Management | 0.94 | $1b+ | Tier 1 |
| Equity Income Fund | PEIIX | Principal Management Corporation | 0.94 | $1b+ | Tier 1 |
| Invesco Sandp 500 (R) Pure Growth ETF | RPG | Invesco | 0.94 | $1b+ | Tier 1 |
| The Hartford Dividend And Growth Fund | HDGVX | Hartford Investment Financial Services | 0.94 | $1b+ | Tier 1 |
| Allianz Global Investors Income & Growth Fund | AZNTX | Allianz Global Investors | 0.94 | $1b+ | Tier 1 |
| Columbia Seligman Global Technology Fund | CCHRX | Columbia Threadneedle | 0.93 | $1b+ | Tier 1 |
| Thrivent Large Cap Growth Fund | THLCX | Thrivent Investment Management | 0.93 | $1b+ | Tier 1 |
| MFS Technology Fund | MTCLX | Massachusetts Financial Services Company | 0.93 | $1b+ | Tier 1 |
| JPMorgan Mid Cap Growth Fund | JMGFX | JPMorgan Asset Management | 0.93 | $1b+ | Tier 1 |
| Massachusetts Investors Growth Stock Fund | EISTX | Massachusetts Financial Services Company | 0.93 | $1b+ | Tier 1 |
| Hartford Core Equity Fund | HGICX | Hartford Investment Financial Services | 0.92 | $1b+ | Tier 1 |
| CIBC Atlas Disciplined Equity Fund | AWEIX | CIBC Asset Management | 0.92 | $1b+ | Tier 1 |
| First Trust Value Line(R) Dividend Index Fund | FVD | First Trust Advisors | 0.92 | $1b+ | Tier 1 |
| Horizon Active Risk Assist Fund | ACRIX | Horizon Investments | 0.92 | $1b+ | Tier 1 |
| First Trust Capital Strength ETF | FTCS | First Trust Advisors | 0.92 | $1b+ | Tier 1 |
| The Hartford Capital Appreciation Fund | ITHVX | Hartford Investment Financial Services | 0.92 | $1b+ | Tier 1 |
| MFS Global Equity Fund | MWEFX | Massachusetts Financial Services Company | 0.92 | $1b+ | Tier 1 |
| First Trust Industrials/Producer Durables Alphadex(R) Fund | FXR | First Trust Advisors | 0.92 | $1b+ | Tier 1 |
| Optimum Large Cap Value Fund | OALVX | Delaware / Ivy | 0.91 | $1b+ | Tier 1 |
| MFS Growth Fund | MFECX | Massachusetts Financial Services Company | 0.91 | $1b+ | Tier 1 |
| MFS Variable Insurance Trust - MFS Growth Series | MFSGROI | Massachusetts Financial Services Company | 0.91 | $1b+ | Tier 1 |
| Invesco Oppenheimer Main Street Fund (R) | MSIGX | Invesco | 0.91 | $1b+ | Tier 1 |
| Columbia Global Technology Growth Fund | CMTFX | Columbia Threadneedle | 0.91 | $1b+ | Tier 1 |
| Artisan International Fund | ARTIX | Artisan Partners | 0.91 | $1b+ | Tier 1 |
| Nationwide Fund | MUIFX | Nationwide Fund Advisors | 0.91 | $1b+ | Tier 1 |
| First Trust Natural Gas ETF | FCG | First Trust Advisors | 0.91 | $1b+ | Tier 1 |
| Columbia Variable Portfolio - Large Cap Growth Fund | CVPLCG1 | Columbia Threadneedle | 0.9 | $1b+ | Tier 1 |
| Mainstay Winslow Large Cap Growth Fund (FKA Mainstay Large Cap Growth Fund) | MLAAX | New York Life Investment Management | 0.9 | $1b+ | Tier 1 |
| Schwab Fundamental US Small Company Index Fund (FKA | SFSNX | Charles Schwab Investment Management | 0.9 | $1b+ | Tier 1 |
| Schwab Fundamental U.S. Small Company Index ETF | FNDA | Charles Schwab Investment Management | 0.9 | $1b+ | Tier 1 |
| Sterling Capital Equity Income Fund | STREX | Sterling Capital Management | 0.9 | $1b+ | Tier 1 |
| Goldman Sachs MLP Energy Infrastructure Fund | GLPIX | Goldman Sachs Asset Management (US) | 0.9 | $1b+ | Tier 1 |
| State Street Small/Mid Cap Equity Index Portfolio | SSMHX | State Street Global Advisors | 0.89 | $1b+ | Tier 1 |
| Independent Franchise Partners US Equity Fund | IFPUX | Independent Franchise Partners | 0.89 | $1b+ | Tier 1 |
| BNY Mellon Global Real Return Fund | DRRYX | BNY Mellon | 0.89 | $1b+ | Tier 1 |
| Columbia Select Mid Cap Value Fund | NAMAX | Columbia Threadneedle | 0.89 | $1b+ | Tier 1 |
| Columbia Select Large Cap Value Fund | SLVAX | Columbia Threadneedle | 0.89 | $1b+ | Tier 1 |
| Avantis U.S. Equity ETF | AVUS | American Century Investment Management | 0.89 | $1b+ | Tier 1 |
| Columbia Balanced Fund | CBALX | Columbia Threadneedle | 0.89 | $1b+ | Tier 1 |
| Columbia Contrarian Core Fund | LCCAX | Columbia Threadneedle | 0.89 | $1b+ | Tier 1 |
| Invesco FTSE RAFI US 1500 Small-Mid ETF | PRFZ | Invesco | 0.89 | $1b+ | Tier 2 |
| Institutional Mid-Cap Equity Growth Fund | PMEGX | T. Rowe Price Associates | 0.88 | $1b+ | Tier 2 |
| Mid-Cap Growth Fund | RPMGX | T. Rowe Price Associates | 0.88 | $1b+ | Tier 2 |
| Goldman Sachs Mid Cap Value Fund | GSMSX | Goldman Sachs Asset Management (US) | 0.88 | $1b+ | Tier 2 |
| Neuberger Berman Sustainable Equity Fund (Formerly, Neuberger Berman Socially Responsive Fund) | NBSRX | Neuberger Berman | 0.88 | $1b+ | Tier 2 |
| Columbia Large Cap Growth Fund | GEGTX | Columbia Threadneedle | 0.88 | $1b+ | Tier 2 |
| Vanguard Mid-Cap Growth Index Fund | VMGMX | Vanguard Group | 0.88 | $1b+ | Tier 2 |
| Multi-Manager Growth Strategies Fund | CABGX | Columbia Threadneedle | 0.88 | $1b+ | Tier 2 |
| Pimco RAE US Fund | PKAIX | Allianz Global Investors | 0.88 | $1b+ | Tier 2 |
| BNY Mellon Dynamic Value Fund | DRGVX | BNY Mellon | 0.88 | $1b+ | Tier 2 |
| Columbia Select Large Cap Growth Fund | UMLGX | Columbia Threadneedle | 0.87 | $1b+ | Tier 2 |
| MFS Core Equity Fund | MRGKX | Massachusetts Financial Services Company | 0.87 | $1b+ | Tier 2 |
| MFS Mid-Cap Value Fund | MVCKX | Massachusetts Financial Services Company | 0.87 | $1b+ | Tier 2 |
| Direxion Daily Financial Bull 3X Shares | FAS | Rafferty Asset Management | 0.86 | $1b+ | Tier 2 |
| Goldman Sachs Income Builder Fund | GGKPX | Goldman Sachs Asset Management (US) | 0.85 | $1b+ | Tier 2 |
| Nicholas Fund | NICSX | Nicholas Company | 0.85 | $1b+ | Tier 2 |
| Financial Select Sector SPDR Fund | XLF | State Street Global Advisors | 0.85 | $1b+ | Tier 2 |
| The Hartford Balanced Income Fund | HBLVX | Hartford Investment Financial Services | 0.85 | $1b+ | Tier 2 |
| Hartford Stock HLS Fund | HSTCX | Hartford Investment Financial Services | 0.85 | $1b+ | Tier 2 |
| Focused Large Cap Value | ALVSX | American Century Investment Management | 0.85 | $1b+ | Tier 2 |
| Victory Sycamore Established Value Fund | VEVCX | Victory Capital Management | 0.85 | $1b+ | Tier 2 |
| Columbia Disciplined Core Fund | CLQRX | Columbia Threadneedle | 0.85 | $1b+ | Tier 2 |
| Hartford Dividend And Growth HLS Fund | HIADX | Hartford Investment Financial Services | 0.85 | $1b+ | Tier 2 |
| U.S. Sustainability Core 1 Portfolio | DFSIX | Dimensional Fund Advisors | 0.85 | $1b+ | Tier 2 |
| MFS Global Total Return Fund | MFWLX | Massachusetts Financial Services Company | 0.84 | $1b+ | Tier 2 |
| First Trust Financials Alphadex(R) Fund | FXO | First Trust Advisors | 0.84 | $1b+ | Tier 2 |
| SPDR Portfolio Sandp 400 Mid Cap ETF | SPMD | State Street Global Advisors | 0.84 | $1b+ | Tier 2 |
| MFS Variable Insurance Trust - MFS Total Return Series | MFTRSIC | Massachusetts Financial Services Company | 0.84 | $1b+ | Tier 2 |
| MFS Total Return Fund | MSFRX | Massachusetts Financial Services Company | 0.84 | $1b+ | Tier 2 |
| Proshares Ultra S&P 500 | SSO | ProFund / ProShare | 0.84 | $1b+ | Tier 2 |
| Proshares Ultrapro S&P 500 | UPRO | ProFund / ProShare | 0.84 | $1b+ | Tier 2 |
| SPDR S&P 400 Mid Cap Value ETF | MDYV | State Street Global Advisors | 0.84 | $1b+ | Tier 2 |
| The Hartford Equity Income Fund | HQIVX | Hartford Investment Financial Services | 0.84 | $1b+ | Tier 2 |
| Ishares MSCI Global Min Vol Factor ETF | ACWV | BlackRock Advisors | 0.84 | $1b+ | Tier 2 |
| Neuberger Berman Long Short Fund | NLSAX | Neuberger Berman | 0.84 | $1b+ | Tier 2 |
| Mid Cap Value | AVUAX | American Century Investment Management | 0.83 | $1b+ | Tier 2 |
| Hartford Capital Appreciation HLS Fund | HCPCX | Hartford Investment Financial Services | 0.83 | $1b+ | Tier 2 |
| MM S&P 500 Index Fund | MIEYX | MassMutual Financial Group | 0.83 | $1b+ | Tier 2 |
| Invesco Summit Fund | ASMMX | Invesco | 0.83 | $1b+ | Tier 2 |
| Federated Hermes MUNI And Stock Advantage Fund (Formerly, Federated MUNI And Stock Advantage Fund) | FMUIX | Federated Hermes | 0.83 | $1b+ | Tier 2 |
| TIAA-CREF Large-Cap Growth Fund | TILPX | TIAA-CREF Asset Management | 0.82 | $1b+ | Tier 2 |
| Flexshares(R) Stoxx(R) Global Broad Infrastructure Index Fund | NFRA | Northern Trust | 0.82 | $1b+ | Tier 2 |
| NT Mid Cap Value | ACLMX | American Century Investment Management | 0.82 | $1b+ | Tier 2 |
| NVIT Mellon Dynamic U.S. Core Fund | VONLCIV | Nationwide Fund Advisors | 0.82 | $1b+ | Tier 2 |
| Hartford Disciplined Equity HLS Fund | HIAGX | Hartford Investment Financial Services | 0.82 | $1b+ | Tier 2 |
| First Trust Large Cap Core Alphadex(R) Fund | FEX | First Trust Advisors | 0.82 | $1b+ | Tier 2 |
| USAA Growth Fund | USAAX | USAA Investment Management Company | 0.82 | $1b+ | Tier 2 |
| MFS Variable Insurance Trust - MFS Value Series | MFSVALS | Massachusetts Financial Services Company | 0.82 | $1b+ | Tier 2 |
| MFS Value Fund | MEIKX | Massachusetts Financial Services Company | 0.82 | $1b+ | Tier 2 |
| USAA Value Fund | UIVAX | USAA Investment Management Company | 0.82 | $1b+ | Tier 2 |
| Transamerica Large Cap Value | TWQIX | TransAmerica Funds | 0.81 | $1b+ | Tier 2 |
| Flexshares(R) Morningstar US Market Factor Tilt Index Fund | TILT | Northern Trust | 0.81 | $1b+ | Tier 2 |
| Old Westbury Large Cap Strategies Fund | OWLSX | Bessemer Investment Management | 0.81 | $1b+ | Tier 2 |
| MFS Research Fund | MFRKX | Massachusetts Financial Services Company | 0.81 | $1b+ | Tier 2 |
| First Trust Large Cap Value Alphadex(R) Fund | FTA | First Trust Advisors | 0.81 | $1b+ | Tier 2 |
| Wells Fargo Classic Value Fund | WTRXX | Wells Fargo Funds Management | 0.81 | $1b+ | Tier 2 |
| Goldman Sachs Capital Growth Fund | GSCGX | Goldman Sachs Asset Management (US) | 0.81 | $1b+ | Tier 2 |
| Nuveen Dividend Value Fund | FFEFX | Nuveen Asset Management | 0.8 | $1b+ | Tier 2 |
| Neuberger Berman Guardian Fund | NBGTX | Neuberger Berman | 0.8 | $1b+ | Tier 2 |
| Optimum Large Cap Growth Fund | OALGX | Delaware / Ivy | 0.8 | $1b+ | Tier 2 |
| First Trust Nasdaq Oil & Gas ETF | FTXN | First Trust Advisors | 0.8 | $1b+ | Tier 2 |
| MFS Variable Insurance Trust - MFS Utilities Series | MVITMUS | Massachusetts Financial Services Company | 0.8 | $1b+ | Tier 2 |
| MFS Utilities Fund | MMUFX | Massachusetts Financial Services Company | 0.8 | $1b+ | Tier 2 |
| First Trust Energy Alphadex(R) Fund | FXN | First Trust Advisors | 0.8 | $1b+ | Tier 2 |
| Columbia Dividend Income Fund | GSFTX | Columbia Threadneedle | 0.8 | $1b+ | Tier 2 |
| Industrial Select Sector SPDR Fund | XLI | State Street Global Advisors | 0.8 | $1b+ | Tier 2 |
| Invesco Oppenheimer Rising Dividends Fund | OARDX | Invesco | 0.8 | $1b+ | Tier 2 |
| Delaware Value Fund | DDVIX | Delaware / Ivy | 0.8 | $1b+ | Tier 2 |
| NVIT S&P 500 Index Fund | VNSP54V | Nationwide Fund Advisors | 0.8 | $1b+ | Tier 2 |
| Clearbridge Value Trust | LMVTX | Franklin Templeton | 0.79 | $1b+ | Tier 2 |
| Invesco Oppenheimer Main Street All Cap Fund (R) | OMSYX | Invesco | 0.79 | $1b+ | Tier 2 |
| Clearbridge Large Cap Value Fund | LCBVX | Franklin Templeton | 0.79 | $1b+ | Tier 2 |
| PF Large-Cap Value Fund | PFALX | Pacific Life Fund Advisors | 0.79 | $1b+ | Tier 2 |
| Invesco Sandp 500 (R) Low Volatility ETF | SPLV | Invesco | 0.79 | $1b+ | Tier 2 |
| Ishares Exponential Technologies ETF | XT | BlackRock Advisors | 0.79 | $1b+ | Tier 2 |
| USAA World Growth Fund | UIWGX | USAA Investment Management Company | 0.79 | $1b+ | Tier 2 |
| Wells Fargo Growth Fund | SGRHX | Wells Fargo Funds Management | 0.78 | $1b+ | Tier 2 |
| Wells Fargo Premier Large Company Growth Fund | EKJYX | Wells Fargo Funds Management | 0.78 | $1b+ | Tier 2 |
| Proshares S&P 500 Dividend Aristocrats ETF | NOBL | ProFund / ProShare | 0.78 | $1b+ | Tier 2 |
| Mainstay Mackay Sandp 500 Index Fund (FKA Mainstay Sandp 500 Index Fund) | MSPIX | New York Life Investment Management | 0.77 | $1b+ | Tier 2 |
| Eq/Large Cap Growth Index Portfolio | EQCGIUS | AXA Equitable Funds Management Group | 0.77 | $1b+ | Tier 2 |
| Columbia Large Cap Value Fund | INDZX | Columbia Threadneedle | 0.76 | $1b+ | Tier 2 |
| Clearbridge Dividend Strategy Fund | SOPAX | Franklin Templeton | 0.76 | $1b+ | Tier 2 |
| TIAA-CREF Social Choice Low Carbon Equity Fund | TCCHX | TIAA-CREF Asset Management | 0.76 | $1b+ | Tier 2 |
| Old Westbury All Cap Core Fund | OWACX | Bessemer Investment Management | 0.76 | $1b+ | Tier 2 |
| Thrivent Large Cap Index Portfolio | QTLCIX | Thrivent Investment Management | 0.75 | $1b+ | Tier 2 |
| Nationwide S&P 500 Index Fund | GRMAX | Nationwide Fund Advisors | 0.75 | $1b+ | Tier 2 |
| BNY Mellon Natural Resources Fund | DNLAX | The Dreyfus Corporation | 0.75 | $1b+ | Tier 2 |
| Columbia Select Large Cap Equity Fund | CLSRX | Columbia Threadneedle | 0.75 | $1b+ | Tier 2 |
| Diversified Real Asset Fund | PDRDX | Principal Management Corporation | 0.75 | $1b+ | Tier 2 |
| Cohen & Steers Real Assets Fund | RAPIX | Cohen & Steers Capital Management | 0.74 | $1b+ | Tier 2 |
| Pioneer Fund | PIODX | Pioneer Investments | 0.74 | $1b+ | Tier 2 |
| Columbia Large Cap Index Fund | NINDX | Columbia Threadneedle | 0.74 | $1b+ | Tier 2 |
| Northern Stock Index Fund | NOSIX | Northern Trust | 0.74 | $1b+ | Tier 2 |
| Invesco American Franchise Fund | VAFFX | Invesco | 0.74 | $1b+ | Tier 2 |
| Multi-Manager Value Strategies Fund | CVSDX | Columbia Threadneedle | 0.73 | $1b+ | Tier 2 |
| Transamerica WMC US Growth VP | TRNSWGS | TransAmerica Funds | 0.73 | $1b+ | Tier 2 |
| Transamerica US Growth | TJNUX | TransAmerica Funds | 0.73 | $1b+ | Tier 2 |
| Siit-Global Managed Volatility Fund | SGMAX | SEI Investments Management Corporation | 0.73 | $1b+ | Tier 2 |
| Flexshares(R) Morningstar Global Upstream Natural Resources Index Fund | GUNR | Northern Trust | 0.73 | $1b+ | Tier 2 |
| TIAA-CREF Growth And Income Fund | TGIWX | TIAA-CREF Asset Management | 0.73 | $1b+ | Tier 2 |
| Voya Russell (TM) Large Cap Growth Index Portfolio | IRLNX | Voya Investment Management | 0.73 | $1b+ | Tier 2 |
| Janus Henderson Global Technology And Innovation Fund Formerly Known As Janus Henderson Global Technology Fund | JATIX | Janus Henderson | 0.73 | $1b+ | Tier 2 |
| Amplify CWP Enhanced Dividend Income ETF | DIVO | Amplify Investments | 0.73 | $1b+ | Tier 2 |
| Columbia Flexible Capital Income Fund | CFCYX | Columbia Threadneedle | 0.73 | $1b+ | Tier 2 |
| JPMorgan Mid Cap Equity Fund | VSNGX | JPMorgan Asset Management | 0.73 | $1b+ | Tier 2 |
| TIAA-CREF Large-Cap Growth Index Fund | TRIRX | TIAA-CREF Asset Management | 0.73 | $1b+ | Tier 2 |
| BNY Mellon Large Cap Securities Fund | DREVX | The Dreyfus Corporation | 0.72 | $1b+ | Tier 2 |
| Columbia Dividend Opportunity Fund | INUTX | Columbia Threadneedle | 0.72 | $1b+ | Tier 2 |
| Thrivent Diversified Income Plus Portfolio | AAHYX | Thrivent Investment Management | 0.72 | $1b+ | Tier 2 |
| Thrivent Aggressive Allocation Portfolio | QTAAPX | Thrivent Investment Management | 0.72 | $1b+ | Tier 2 |
| Thrivent Moderate Allocation Portfolio | THMAX | Thrivent Investment Management | 0.72 | $1b+ | Tier 2 |
| Thrivent Moderately Aggressive Allocation Portfolio | TMAAX | Thrivent Investment Management | 0.72 | $1b+ | Tier 2 |
| Thrivent Moderately Conservative Allocation Portfo | TCAAX | Thrivent Investment Management | 0.72 | $1b+ | Tier 2 |
| Invesco Russell 1000 Dynamic Multifactor ETF | OMFL | Invesco | 0.72 | $1b+ | Tier 2 |
| Harbor Capital Appreciation Fund | HACAX | Harbor Funds | 0.72 | $1b+ | Tier 2 |
| Pioneer Core Equity Fund | PIOTX | Pioneer Investments | 0.72 | $1b+ | Tier 2 |
| VY T. Rowe Price Growth Equity Portfolio | ITGIX | Voya Investment Management | 0.72 | $1b+ | Tier 2 |
| Janus Henderson Forty Fund | JDCAX | Janus Henderson | 0.72 | $1b+ | Tier 2 |
| CREF Growth Account | QCGRRX | TIAA-CREF Asset Management | 0.72 | $1b+ | Tier 2 |
| Wells Fargo Index Asset Allocation Fund | WFATX | Wells Fargo Funds Management | 0.72 | $1b+ | Tier 2 |
| VY T. Rowe Price Capital Appreciation Portfolio | ITRIX | Voya Investment Management | 0.71 | $1b+ | Tier 2 |
| Loomis Sayles Bond Fund | LSBNX | Loomis, Sayles & Co. | 0.71 | $1b+ | Tier 2 |
| Hartford Balanced HLS Fund | HAIBX | Hartford Investment Financial Services | 0.71 | $1b+ | Tier 2 |
| Clearbridge Appreciation Fund | SHAPX | Franklin Templeton | 0.71 | $1b+ | Tier 2 |
| TIAA-CREF Small-Cap Blend Index Fund | TRBIX | TIAA-CREF Asset Management | 0.71 | $1b+ | Tier 2 |
| EQ/AB Small Cap Growth Portfolio | AXA Equitable Funds Management Group | 0.71 | $1b+ | Tier 2 | |
| 2CVA Capital Appreciation Fund | JICPX | John Hancock Funds | 0.71 | $1b+ | Tier 2 |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | Van Eck Associates Corporation | 0.71 | $1b+ | Tier 2 |
| Voya Large Cap Growth Portfolio | IEOHX | Voya Investment Management | 0.71 | $1b+ | Tier 2 |
| Pioneer Disciplined Growth Fund | PINDX | Pioneer Investments | 0.7 | $1b+ | Tier 2 |
| Dynamic Asset Allocation Fund | SDLAX | SEI Investments Management Corporation | 0.7 | $1b+ | Tier 2 |
| SIIT S&P 500 Index Fund | SPINX | SEI Investments Management Corporation | 0.7 | $1b+ | Tier 2 |
| Goldman Sachs GQG Partners International Opportunities Fund | GSIHX | Goldman Sachs Asset Management (US) | 0.7 | $1b+ | Tier 2 |
| Alps Sector Dividend Dogs ETF | SDOG | Alps Advisers | 0.7 | $1b+ | Tier 2 |
| Large Cap Index Fund | LCIAX | SEI Investments Management Corporation | 0.7 | $1b+ | Tier 2 |
| Ric Tax-Managed U.S. Large Cap Fund | RTLAX | Russell Investment Group | 0.7 | $1b+ | Tier 2 |
| JPMorgan Mid Cap Value Fund | FLMVX | JPMorgan Asset Management | 0.7 | $1b+ | Tier 2 |
| New Economy Fund | ANEFX | Capital Research & Management Co. | 0.7 | $1b+ | Tier 2 |
| Amcap Fund | AMCPX | Capital Research & Management Co. | 0.7 | $1b+ | Tier 2 |
| Goldman Sachs Global Managed Beta Fund | GGMBX | Goldman Sachs Asset Management (US) | 0.69 | $1b+ | Tier 2 |
| SPDR NYSE Technology ETF | SPAB | State Street Global Advisors | 0.69 | $1b+ | Tier 2 |
| Ric U.S. Strategic Equity Fund | RSEAX | Russell Investment Group | 0.69 | $1b+ | Tier 2 |
| Ab All Market Real Return Portfolio (Formerly, Alliancebernstein Real Asset Strategy) | AMTZX | AllianceBernstein | 0.69 | $1b+ | Tier 2 |
| Lord Abbett Growth Leaders Fund | LGLRX | Lord Abbett & Co. | 0.69 | $1b+ | Tier 2 |
| Neuberger Berman Equity Income Fund | NBHRX | Neuberger Berman | 0.69 | $1b+ | Tier 2 |
| Large Cap Value Fund | SEUIX | SEI Investments Management Corporation | 0.69 | $1b+ | Tier 2 |
| Invesco Sandp 500 Revenue ETF | RWL | Invesco | 0.69 | $1b+ | Tier 2 |
| TIAA-CREF Social Choice Equity Fund | TRPSX | TIAA-CREF Asset Management | 0.68 | $1b+ | Tier 2 |
| Invesco Purebeta (SM) MSCI USA ETF | PBUS | Invesco | 0.68 | $1b+ | Tier 2 |
| Loomis Sayles Strategic Income Fund | NEZNX | Loomis, Sayles & Co. | 0.68 | $1b+ | Tier 2 |
| Massachusetts Investors Trust | EAMTX | Massachusetts Financial Services Company | 0.68 | $1b+ | Tier 2 |
| Invesco Steelpath MLP Select 40 Fund | MLPFX | Invesco | 0.67 | $1b+ | Tier 2 |
| Goldman Sachs Absolute Return Tracker Fund | GSGPX | Goldman Sachs Asset Management (US) | 0.67 | $1b+ | Tier 2 |
| Global Industrials Fund | RPGIX | T. Rowe Price Associates | 0.67 | $1b+ | Tier 2 |
| TIAA-CREF Equity Index Fund | TCEPX | TIAA-CREF Asset Management | 0.66 | $1b+ | Tier 2 |
| TIAA-CREF S&P 500 Index Fund | TRSPX | TIAA-CREF Asset Management | 0.66 | $1b+ | Tier 2 |
| Franklin K2 Alternative Strategies Fund | FASCX | Franklin Templeton | 0.66 | $1b+ | Tier 2 |
| TIAA-CREF Large-Cap Value Fund | TRCPX | TIAA-CREF Asset Management | 0.66 | $1b+ | Tier 2 |
| Schwab U.S. Small-Cap ETF | SCHA | Charles Schwab Investment Management | 0.66 | $1b+ | Tier 2 |
| JPMorgan Equity Premium Income Fund | JEPRX | JPMorgan Asset Management | 0.65 | $1b+ | Tier 2 |
| TIAA-CREF Large-Cap Value Index Fund | TRCVX | TIAA-CREF Asset Management | 0.65 | $1b+ | Tier 2 |
| 2X19 JHF Fundamental Large Cap Core Fund | TAGRX | John Hancock Funds | 0.65 | $1b+ | Tier 2 |
| Blackrock Large Cap Focus Growth Fund | MAFOX | BlackRock Advisors | 0.65 | $1b+ | Tier 2 |
| Schwab Small-Cap Index Fund | SWSSX | Charles Schwab Investment Management | 0.64 | $1b+ | Tier 2 |
| Eq/Large Cap Value Managed Volatility Portfolio | EQVMVU2 | AXA Equitable Funds Management Group | 0.64 | $1b+ | Tier 2 |
| VY Invesco Equity And Income Portfolio | IUAIX | Voya Investment Management | 0.64 | $1b+ | Tier 2 |
| SPDR S&P Bank ETF | KBE | State Street Global Advisors | 0.64 | $1b+ | Tier 2 |
| JPMorgan Equity Premium Income ETF | JEPI | JPMorgan Asset Management | 0.64 | $1b+ | Tier 3 |
| Artisan Mid Cap Value Fund | ARTQX | Artisan Partners | 0.63 | $1b+ | Tier 3 |
| Goldman Sachs U.S. Equity Dividend And Premium Fund | GSPAX | Goldman Sachs Asset Management (US) | 0.63 | $1b+ | Tier 3 |
| Invesco DWA Momentum ETF | PDP | Invesco | 0.63 | $1b+ | Tier 3 |
| Invesco Sandp 500 (R) Quality ETF | SPHQ | Invesco | 0.63 | $1b+ | Tier 3 |
| Voya Russell (TM) Large Cap Index Portfolio | IIRLX | Voya Investment Management | 0.63 | $1b+ | Tier 3 |
| JPMorgan Large Cap Value Fund | JLVMX | JPMorgan Asset Management | 0.63 | $1b+ | Tier 3 |
| Blackrock Capital Appreciation Fund | MAFGX | BlackRock Advisors | 0.62 | $1b+ | Tier 3 |
| Voya Russell (TM) Large Cap Value Index Portfolio | IRVIX | Voya Investment Management | 0.62 | $1b+ | Tier 3 |
| BNY Mellon S&P 500 Index Fund | PEOPX | The Dreyfus Corporation | 0.62 | $1b+ | Tier 3 |
| BNY Mellon Institutional S&P 500 Stock Index Fund | DSPIX | The Dreyfus Corporation | 0.62 | $1b+ | Tier 3 |
| 2CK7 John Hancock Funds III Disciplined Value Fund | JVLIX | John Hancock Funds | 0.62 | $1b+ | Tier 3 |
| Voya U.S. Stock Index Portfolio | VPSPX | Voya Investment Management | 0.62 | $1b+ | Tier 3 |
| Federated Hermes Strategic Value Dividend Fund (Formerly, Federated Strategic Value Dividend Fund) | SVAIX | Federated Hermes | 0.61 | $1b+ | Tier 3 |
| Lord Abbett Affiliated Fund | LAFFX | Lord Abbett & Co. | 0.61 | $1b+ | Tier 3 |
| Mainstay CBRE Global Infrastructure Fund | VCRIX | New York Life Investment Management | 0.61 | $1b+ | Tier 3 |
| Voya Growth And Income Portfolio | IIVGX | Voya Investment Management | 0.61 | $1b+ | Tier 3 |
| SPDR Portfolio Sandp 500 Growth ETF | SPYG | State Street Global Advisors | 0.61 | $1b+ | Tier 3 |
| Wisdomtree U.S. Quality Dividend Growth Fund | DGRW | WisdomTree Asset Management | 0.61 | $1b+ | Tier 3 |
| Alliancebernstein Select US Long/Short Portfolio | ASLAX | AllianceBernstein | 0.61 | $1b+ | Tier 3 |
| Equity Growth | AMEIX | American Century Investment Management | 0.6 | $1b+ | Tier 3 |
| NT Equity Growth | ACLEX | American Century Investment Management | 0.6 | $1b+ | Tier 3 |
| Wisdomtree U.S. High Dividend Fund | DHS | WisdomTree Asset Management | 0.6 | $1b+ | Tier 3 |
| 2CZ0 Equity-Income Fund | JHEIX | John Hancock Funds | 0.6 | $1b+ | Tier 3 |
| Tax-Managed Large Cap Fund | STLYX | SEI Investments Management Corporation | 0.6 | $1b+ | Tier 3 |
| Disciplined Core Value | AMGIX | American Century Investment Management | 0.6 | $1b+ | Tier 3 |
| JPMorgan Equity Index Fund | HLEIX | JPMorgan Asset Management | 0.59 | $1b+ | Tier 3 |
| JPMorgan Betabuilders U.S. Equity ETF | BBUS | JPMorgan Asset Management | 0.59 | $1b+ | Tier 3 |
| Vanguard Growth Index Fund | VIGRX | Vanguard Group | 0.59 | $1b+ | Tier 3 |
| Extended Market Index Fund | SMXAX | SEI Investments Management Corporation | 0.59 | $1b+ | Tier 3 |
| Invesco Equally-Weighted S&P 500 Fund | VADFX | Invesco | 0.59 | $1b+ | Tier 3 |
| Invesco S&P 500 Index Fund | SPISX | Invesco | 0.59 | $1b+ | Tier 3 |
| Invesco Sandp 500 (R) Equal Weight ETF | RSP | Invesco | 0.59 | $1b+ | Tier 3 |
| Small Cap Value | ACVIX | American Century Investment Management | 0.59 | $1b+ | Tier 3 |
| Transamerica JPMorgan Enhanced Index VP | TRNSJPS | TransAmerica Funds | 0.59 | $1b+ | Tier 3 |
| Transamerica Multi Managed Balanced VP | TRNSMMS | TransAmerica Funds | 0.59 | $1b+ | Tier 3 |
| Invesco FTSE RAFI US 1000 ETF | PRF | Invesco | 0.59 | $1b+ | Tier 3 |
| Vanguard Strategic Small-Cap Equity Fund | VSTCX | Vanguard Group | 0.59 | $1b+ | Tier 3 |
| JPMorgan Hedged Equity | JHQRX | JPMorgan Asset Management | 0.58 | $1b+ | Tier 3 |
| JPMorgan U.S. Research Enhanced Equity Fund | JDEUX | JPMorgan Asset Management | 0.58 | $1b+ | Tier 3 |
| Consumer Discretionary Select Sector SPDR Fund | XLY | State Street Global Advisors | 0.58 | $1b+ | Tier 3 |
| Large Cap Value Fund | SEUIX | SEI Investments Management Corporation | 0.58 | $1b+ | Tier 3 |
| Large Cap Disciplined Equity Fund | SCPAX | SEI Investments Management Corporation | 0.58 | $1b+ | Tier 3 |
| Voya Russell (TM) Mid Cap Index Portfolio | IIRMX | Voya Investment Management | 0.58 | $1b+ | Tier 3 |
| JPMorgan Income Builder Fund | JNBZX | JPMorgan Asset Management | 0.58 | $1b+ | Tier 3 |
| Wisdomtree U.S. Total Dividend Fund | DTD | WisdomTree Asset Management | 0.58 | $1b+ | Tier 3 |
| Wisdomtree U.S. Largecap Dividend Fund | DLN | WisdomTree Asset Management | 0.57 | $1b+ | Tier 3 |
| Goldman Sachs U.S. Tax-Managed Equity Fund | GCTRX | Goldman Sachs Asset Management (US) | 0.57 | $1b+ | Tier 3 |
| Massmutual Select Blue Chip Growth Fund | MBCNX | MassMutual Financial Group | 0.57 | $1b+ | Tier 3 |
| Janus Henderson Mid Cap Value Fund | JMVCX | Janus Henderson | 0.57 | $1b+ | Tier 3 |
| Large Cap Fund | SLGAX | SEI Investments Management Corporation | 0.57 | $1b+ | Tier 3 |
| Pioneer Multi-Asset Income Fund | PMFRX | Pioneer Investments | 0.57 | $1b+ | Tier 3 |
| Invesco Sandp 500 (R) Top 50 ETF | XLG | Invesco | 0.57 | $1b+ | Tier 3 |
| The American Funds Tax-Exempt Series II | TAFTX | Capital Research & Management Co. | 0.56 | $1b+ | Tier 3 |
| Invesco Sandp 500 (R) Pure Value ETF | RPV | Invesco | 0.56 | $1b+ | Tier 3 |
| Neuberger Berman Large Cap Value Fund | NRLCX | Neuberger Berman | 0.56 | $1b+ | Tier 3 |
| Invesco High Yield Equity Dividend Achievers (TM) ETF | PEY | Invesco | 0.56 | $1b+ | Tier 3 |
| Lord Abbett Dividend Growth Fund | LAMAX | Lord Abbett & Co. | 0.55 | $1b+ | Tier 3 |
| Vanguard Small-Cap Index Fund | VSMAX | Vanguard Group | 0.54 | $1b+ | Tier 3 |
| JPMorgan Large Cap Growth Fund | SEEGX | JPMorgan Asset Management | 0.54 | $1b+ | Tier 3 |
| Vanguard Small-Cap Value Index Fund | VSIAX | Vanguard Group | 0.54 | $1b+ | Tier 3 |
| JPMorgan U.S. Value Fund | VGRIX | JPMorgan Asset Management | 0.53 | $1b+ | Tier 3 |
| BNY Mellon Mid Cap Multi-Strategy Fund | MPMCX | BNY Mellon | 0.53 | $1b+ | Tier 3 |
| Thrivent Global Stock Portfolio | QTGSPX | Thrivent Investment Management | 0.53 | $1b+ | Tier 3 |
| JPMorgan Equity Income Fund | HLIEX | JPMorgan Asset Management | 0.53 | $1b+ | Tier 3 |
| Transamerica Multi Managed Balanced | TBLIX | TransAmerica Funds | 0.53 | $1b+ | Tier 3 |
| Blackrock Dynamic High Income Portfolio | BDHKX | BlackRock Advisors | 0.53 | $1b+ | Tier 3 |
| JPMorgan Hedged Equity 2 Fund | JHQDX | JPMorgan Asset Management | 0.52 | $1b+ | Tier 3 |
| JPMorgan Hedged Equity 3 Fund | JHQTX | JPMorgan Asset Management | 0.52 | $1b+ | Tier 3 |
| American Beacon Large Cap Value Fund | ALVAX | American Beacon Funds | 0.52 | $1b+ | Tier 3 |
| Invesco S&P 500 GARP ETF | SPGP | Invesco | 0.52 | $1b+ | Tier 3 |
| SPDR Sandp 500 Fossil Fuel Reserves Free ETF | SPYX | State Street Global Advisors | 0.52 | $1b+ | Tier 3 |
| American Beacon The London Company Income Equity Fund | ABCAX | American Beacon Funds | 0.52 | $1b+ | Tier 3 |
| 2Y56 John Hancock Funds III Disciplined Value Mid Cap Fund | JVMIX | John Hancock Funds | 0.51 | $1b+ | Tier 3 |
| Ishares Morningstar Growth ETF | ILCG | BlackRock Advisors | 0.51 | $1b+ | Tier 3 |
| JPMorgan Global Allocation Fund | GAOFX | JPMorgan Asset Management | 0.51 | $1b+ | Tier 3 |
| Fidelity Advisor Equity Growth Fund | FZAFX | Fidelity | 0.51 | $1b+ | Tier 3 |
| Fidelity Growth Discovery Fund | FDSVX | Fidelity | 0.51 | $1b+ | Tier 3 |
| Vip Growth Portfolio | QVG2Q | Fidelity | 0.51 | $1b+ | Tier 3 |
| American Funds Global Insight Fund | AGVHX | Capital Research & Management Co. | 0.51 | $1b+ | Tier 3 |
| Invesco Buyback Achievers (TM) ETF | PKW | Invesco | 0.51 | $1b+ | Tier 3 |
| JPMorgan Value Advantage Fund | JVAIX | JPMorgan Asset Management | 0.51 | $1b+ | Tier 3 |
| Fidelity Capital Appreciation Fund | FDCAX | Fidelity | 0.5 | $1b+ | Tier 3 |
| Pacer Trendpilot US Large Cap ETF | PTLC | Pacer Advisors | 0.5 | $1b+ | Tier 3 |
| Blackrock Technology Opportunities Fund | BGSIX | BlackRock Advisors | 0.5 | $1b+ | Tier 3 |
| Vanguard S&P Mid-Cap 400 Index Fund | VSPMX | Vanguard Group | 0.5 | $1b+ | Tier 3 |
| The Communication Services Select Sector SPDR Fund | XLC | State Street Global Advisors | 0.5 | $1b+ | Tier 3 |
| BNY Mellon Research Growth Fund | DREQX | The Dreyfus Corporation | 0.5 | $1b+ | Tier 3 |
| Large-Cap Value Fund | TILCX | T. Rowe Price Associates | 0.49 | $1b+ | Tier 3 |
| Multi-Asset Accumulation Fund | SAAAX | SEI Investments Management Corporation | 0.49 | $1b+ | Tier 3 |
| CREF Stock Account | QCSTRX | TIAA-CREF Asset Management | 0.49 | $1b+ | Tier 3 |
| CREF Global Equities Account | QCGLRX | TIAA-CREF Asset Management | 0.49 | $1b+ | Tier 3 |
| Pioneer Fundamental Growth Fund | PFGRX | Pioneer Investments | 0.49 | $1b+ | Tier 3 |
| Lord Abbett Fundamental Equity Fund | GILAX | Lord Abbett & Co. | 0.49 | $1b+ | Tier 3 |
| Lord Abbett Series Fund Fundamental Equity Portfolio | LAVYX | Lord Abbett & Co. | 0.49 | $1b+ | Tier 3 |
| CREF Equity Index Account | QCEQRX | TIAA-CREF Asset Management | 0.49 | $1b+ | Tier 3 |
| Thrivent Aggressive Allocation Fund | TAAIX | Thrivent Investment Management | 0.49 | $1b+ | Tier 3 |
| Thrivent Moderate Allocation Fund | TMAIX | Thrivent Investment Management | 0.49 | $1b+ | Tier 3 |
| Thrivent Moderately Aggressive Allocation Fund | TMAFX | Thrivent Investment Management | 0.49 | $1b+ | Tier 3 |
| Thrivent Moderately Conservative Allocation Fund | TCAIX | Thrivent Investment Management | 0.49 | $1b+ | Tier 3 |
| Nuveen ESG Large-Cap Value ETF | NULV | Nuveen Asset Management | 0.49 | $1b+ | Tier 3 |
| Diversified Mid-Cap Growth Fund | RPTTX | T. Rowe Price Associates | 0.49 | $1b+ | Tier 3 |
| Select Retailing Portfolio | FSRPX | Fidelity | 0.48 | $1b+ | Tier 3 |
| Nuveen Santa Barbara Dividend Growth Fund | NSBFX | Nuveen Asset Management | 0.48 | $1b+ | Tier 3 |
| JPMorgan U.S. Large Cap Core Plus Fund | JLPSX | JPMorgan Asset Management | 0.48 | $1b+ | Tier 3 |
| Schwab U.S. Large-Cap Value ETF | SCHV | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| U.S. Social Core Equity 2 Portfolio | DFUEX | Dimensional Fund Advisors | 0.47 | $1b+ | Tier 3 |
| New Perspective Fund | ANWPX | Capital Research & Management Co. | 0.47 | $1b+ | Tier 3 |
| Schwab Total Stock Market Index Fund | SWTSX | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| Schwab U.S. Broad Market ETF | SCHB | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| Schwab 1000 Index Fund | SNXFX | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| Schwab 1000 Index ETF | SCHK | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| Schwab U.S. Large-Cap ETF | SCHX | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| Invesco V.I. Equity And Income Fund | UEIIX | Invesco | 0.47 | $1b+ | Tier 3 |
| Invesco V.I. Growth And Income Fund | INVVKG2 | Invesco | 0.47 | $1b+ | Tier 3 |
| Invesco Equity And Income Fund | IEIFX | Invesco | 0.47 | $1b+ | Tier 3 |
| Invesco Growth And Income Fund | GIFFX | Invesco | 0.47 | $1b+ | Tier 3 |
| Schwab Fundamental U.S. Large Company Index ETF | FNDX | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| Vanguard Explorer Fund | VEXPX | Vanguard Group | 0.47 | $1b+ | Tier 3 |
| Schwab S&P 500 Index Fund | SWPPX | Charles Schwab Investment Management | 0.47 | $1b+ | Tier 3 |
| Equity Income Fund | REIPX | T. Rowe Price Associates | 0.46 | $1b+ | Tier 3 |
| Thrivent Diversified Income Plus Fund | THYFX | Thrivent Investment Management | 0.46 | $1b+ | Tier 3 |
| Payden Equity Income Fund | PYVAX | Payden & Rygel | 0.46 | $1b+ | Tier 3 |
| American Balanced Fund | AFMBX | Capital Research & Management Co. | 0.46 | $1b+ | Tier 3 |
| Thrivent Large Cap Value Portfolio | QTLCVX | Thrivent Investment Management | 0.46 | $1b+ | Tier 3 |
| Invesco Sandp 500 (R) High Dividend Low Volatility ETF | SPHD | Invesco | 0.46 | $1b+ | Tier 3 |
| Schwab U.S. Large-Cap Growth ETF | SCHG | Charles Schwab Investment Management | 0.45 | $1b+ | Tier 3 |
| Select Consumer Staples Portfolio | FDFAX | Fidelity | 0.45 | $1b+ | Tier 3 |
| New Era Fund | PRNHX | T. Rowe Price Associates | 0.45 | $1b+ | Tier 3 |
| JPMorgan Growth And Income Fund | VGIFX | JPMorgan Asset Management | 0.45 | $1b+ | Tier 3 |
| Real Assets Fund | PRAFX | T. Rowe Price Associates | 0.45 | $1b+ | Tier 3 |
| Equity Index 500 Fund | PRUIX | T. Rowe Price Associates | 0.45 | $1b+ | Tier 3 |
| Fidelity Trend Fund | FTRNX | Fidelity | 0.44 | $1b+ | Tier 3 |
| Ishares Core Dividend Growth ETF | DGRO | BlackRock Advisors | 0.44 | $1b+ | Tier 3 |
| First Eagle Global Income Builder Fund | FBRRX | First Eagle Investment Management | 0.44 | $1b+ | Tier 3 |
| Growth-Income Fund | CGNGX | Capital Research & Management Co. | 0.44 | $1b+ | Tier 3 |
| American Funds Fundamental Investors | ANCFX | Capital Research & Management Co. | 0.44 | $1b+ | Tier 3 |
| Large Cap Growth Fund | SLRYX | SEI Investments Management Corporation | 0.44 | $1b+ | Tier 3 |
| First Trust Rising Dividend Achievers ETF | RDVY | First Trust Advisors | 0.44 | $1b+ | Tier 3 |
| Schwab Fundamental US Large Company Index Fund | SFLNX | Charles Schwab Investment Management | 0.44 | $1b+ | Tier 3 |
| American Mutual Fund | AMRMX | Capital Research & Management Co. | 0.44 | $1b+ | Tier 3 |
| Invesco V.I. Comstock Fund | IVICMKS | Invesco | 0.44 | $1b+ | Tier 3 |
| Invesco Comstock Fund | ICSFX | Invesco | 0.44 | $1b+ | Tier 3 |
| Schwab Core Equity Fund | SWANX | Charles Schwab Investment Management | 0.43 | $1b+ | Tier 3 |
| Ishares ESG MSCI USA Leaders ETF | SUSL | BlackRock Advisors | 0.43 | $1b+ | Tier 3 |
| Massmutual Select T.Rowe Price Large Cap Blend Fund | MMLRX | MassMutual Financial Group | 0.43 | $1b+ | Tier 3 |
| Fidelity Independence Fund | FDFFX | Fidelity | 0.43 | $1b+ | Tier 3 |
| Fidelity Magellan Fund | FMAGX | Fidelity | 0.43 | $1b+ | Tier 3 |
| The Growth Fund Of America | AGTHX | Capital Research & Management Co. | 0.43 | $1b+ | Tier 3 |
| State Street Total Return V.I.S. Fund - US Index Equity Sleeve | SSTIX | State Street Global Advisors | 0.42 | $1b+ | Tier 3 |
| Janus Henderson Global Equity Income Fund | HFQAX | Janus Henderson | 0.42 | $1b+ | Tier 3 |
| First Eagle Global Fund | SGENX | First Eagle Investment Management | 0.42 | $1b+ | Tier 3 |
| First Eagle U.S. Value Fund | EARVX | First Eagle Investment Management | 0.42 | $1b+ | Tier 3 |
| U.S. Equity Research Fund | PACOX | T. Rowe Price Associates | 0.42 | $1b+ | Tier 3 |
| CREF Social Choice Account | QCSCRX | TIAA-CREF Asset Management | 0.42 | $1b+ | Tier 3 |
| Franklin Mutual Shares Fund | TESIX | Franklin Templeton | 0.41 | $1b+ | Tier 3 |
| Balanced Fund | RPBAX | T. Rowe Price Associates | 0.41 | $1b+ | Tier 3 |
| Putnam Dynamic Asset Allocation Balanced Fund | PABAX | Putnam Investment Management | 0.41 | $1b+ | Tier 3 |
| Putnam Dynamic Asset Allocation Growth Fund | PAEAX | Putnam Investment Management | 0.41 | $1b+ | Tier 3 |
| Janus Henderson Contrarian Fund | JCNAX | Janus Henderson | 0.4 | $1b+ | Tier 3 |
| Franklin Dynatech Fund | FDNRX | Franklin Templeton | 0.4 | $1b+ | Tier 3 |
| TIAA-CREF Mid-Cap Value Fund | TRVPX | TIAA-CREF Asset Management | 0.4 | $1b+ | Tier 3 |
| Fidelity OTC Portfolio | FOCPX | Fidelity | 0.4 | $1b+ | Tier 3 |
| Fidelity OTC K6 Portfolio | FOKFX | Fidelity | 0.4 | $1b+ | Tier 3 |
| Federated Hermes MDT Large Cap Value Fund (Formerly, Federated MDT Large Cap Value Fund) | FMSTX | Federated Hermes | 0.4 | $1b+ | Tier 3 |
| Capital Income Builder | CFIHX | Capital Research & Management Co. | 0.4 | $1b+ | Tier 3 |
| Washington Mutual Investors Fund | AWSHX | Capital Research & Management Co. | 0.4 | $1b+ | Tier 3 |
| Ishares Core Sandp U.S. Growth ETF | IUSG | BlackRock Advisors | 0.39 | $1b+ | Tier 3 |
| Vanguard U.S. Growth Fund | VWUSX | Vanguard Group | 0.39 | $1b+ | Tier 3 |
| Vanguard Russell 1000 Growth Index Fund | VRGWX | Vanguard Group | 0.38 | $1b+ | Tier 3 |
| Schwab U.S. Dividend Equity ETF | SCHD | Charles Schwab Investment Management | 0.38 | $1b+ | Tier 3 |
| Ishares ESG Aware MSCI USA ETF | ESGU | BlackRock Advisors | 0.38 | $1b+ | Tier 3 |
| Six Circles US Unconstrained Equity Fund | CUSUX | JPMorgan Asset Management | 0.38 | $1b+ | Tier 3 |
| American Funds Global Balanced Fund | GFBLX | Capital Research & Management Co. | 0.38 | $1b+ | Tier 3 |
| Putnam Multi-Cap Core Fund | PMYTX | Putnam Investment Management | 0.38 | $1b+ | Tier 3 |
| The Investment Company Of America | AIVSX | Capital Research & Management Co. | 0.38 | $1b+ | Tier 3 |
| Institutional Large-Cap Core Growth Fund | TPLGX | T. Rowe Price Associates | 0.37 | $1b+ | Tier 3 |
| Blue Chip Growth Fund | TBCIX | T. Rowe Price Associates | 0.37 | $1b+ | Tier 3 |
| Blue Chip Growth Portfolio | T. Rowe Price Associates | 0.37 | $1b+ | Tier 3 | |
| Blackrock Multi-Asset Income Portfolio | BKMIX | BlackRock Advisors | 0.37 | $1b+ | Tier 3 |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | CMEUX | JPMorgan Asset Management | 0.37 | $1b+ | Tier 3 |
| Putnam Sustainable Leaders Fund | PNOPX | Putnam Investment Management | 0.37 | $1b+ | Tier 3 |
| Capital World Growth And Income Fund | CWGIX | Capital Research & Management Co. | 0.36 | $1b+ | Tier 3 |
| Thrivent Global Stock Fund | AALGX | Thrivent Investment Management | 0.36 | $1b+ | Tier 3 |
| Value Fund | TRVLX | T. Rowe Price Associates | 0.36 | $1b+ | Tier 3 |
| Consumer Staples Select Sector SPDR Fund | XLP | State Street Global Advisors | 0.35 | $1b+ | Tier 3 |
| George Putnam Balanced Fund | PGEOX | Putnam Investment Management | 0.35 | $1b+ | Tier 3 |
| Invesco KBW Bank ETF | KBWB | Invesco | 0.35 | $1b+ | Tier 3 |
| Spectrum Conservative Allocation Fund | PPIPX | T. Rowe Price Associates | 0.35 | $1b+ | Tier 3 |
| Spectrum Moderate Allocation Fund | TPPAX | T. Rowe Price Associates | 0.35 | $1b+ | Tier 3 |
| Spectrum Moderate Growth Allocation Fund | TRSGX | T. Rowe Price Associates | 0.35 | $1b+ | Tier 3 |
| TIAA-CREF Life Growth & Income Fund | TIGRX | TIAA-CREF Asset Management | 0.35 | $1b+ | Tier 3 |
| Fidelity Growth Company Fund | FDGRX | Fidelity | 0.35 | $1b+ | Tier 3 |
| Fidelity Series Growth Company Fund | FFGSX | Fidelity | 0.35 | $1b+ | Tier 3 |
| Fidelity Growth Company K6 Fund | FGKFX | Fidelity | 0.35 | $1b+ | Tier 3 |
| Vanguard FTSE Social Index Fund | VFTNX | Vanguard Group | 0.35 | $1b+ | Tier 3 |
| SPDR Sandp Kensho New Economies Composite ETF (Formerly SPDR Kensho New Economies Composite ETF) | KOMP | State Street Global Advisors | 0.35 | $1b+ | Tier 3 |
| Blackrock Tactical Opportunities Fund | PBAKX | BlackRock Advisors | 0.34 | $1b+ | Tier 3 |
| Vanguard ESG U.S. Stock ETF | ESGV | Vanguard Group | 0.34 | $1b+ | Tier 3 |
| Ishares Total U.S. Stock Market Index Fund | BITSX | BlackRock Advisors | 0.34 | $1b+ | Tier 3 |
| Blackrock S&P 500 Index V.I. Fund | BRVSSP3 | BlackRock Advisors | 0.34 | $1b+ | Tier 3 |
| Blackrock U.S. Carbon Transition Readiness ETF | LCTU | BlackRock Advisors | 0.34 | $1b+ | Tier 3 |
| Vanguard Global Minimum Volatility Fund | VMNVX | Vanguard Group | 0.34 | $1b+ | Tier 3 |
| Capital Appreciation Fund | TRAIX | T. Rowe Price Associates | 0.34 | $1b+ | Tier 3 |
| SPDR S&P 500 ETF Trust | SPY | State Street Global Advisors | 0.33 | $1b+ | Tier 3 |
| Destinations Large Cap Equity Fund | DLCZX | Brinker Capital | 0.33 | $1b+ | Tier 3 |
| Eq/Global Equity Managed Volatility Portfolio | EQEMVIB | AXA Equitable Funds Management Group | 0.33 | $1b+ | Tier 3 |
| Vanguard Extended Market Index Fund | VEXMX | Vanguard Group | 0.33 | $1b+ | Tier 3 |
| Blackrock Global Allocation Fund | MALOX | BlackRock Advisors | 0.33 | $1b+ | Tier 3 |
| Blackrock Global Allocation V.I. Fund | BLGAVI1 | BlackRock Advisors | 0.33 | $1b+ | Tier 3 |
| U.S. Large-Cap Core Fund | PAULX | T. Rowe Price Associates | 0.33 | $1b+ | Tier 3 |
| Dividend Growth Fund | PRDGX | T. Rowe Price Associates | 0.33 | $1b+ | Tier 3 |
| Ishares Dow Jones U.S. ETF | IYY | BlackRock Advisors | 0.33 | $1b+ | Tier 3 |
| Fidelity Fund | FFIDX | Fidelity | 0.33 | $1b+ | Tier 3 |
| All-Cap Opportunities Fund | PNAIX | T. Rowe Price Associates | 0.33 | $1b+ | Tier 3 |
| Blackrock Basic Value Fund | MABAX | BlackRock Advisors | 0.33 | $1b+ | Tier 3 |
| Ishares Core S&P 500 ETF | IVV | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Ishares Core Sandp U.S. Value ETF | IUSV | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Ishares Core S&P Total U.S. Stock Market ETF | ITOT | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Ishares Edge MSCI Min Vol Global ETF | ACWV | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Ishares Core High Dividend ETF | HDV | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Eq/Mid Cap Value Managed Volatility Portfolio | EQMCVMV | AXA Equitable Funds Management Group | 0.32 | $1b+ | Tier 3 |
| Ishares MSCI ACWI ETF | ACWI | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Ishares MSCI World ETF | URTH | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Ishares U.S. Energy ETF | IYE | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| LSV Value Equity Fund | LSVEX | LSV Asset Management | 0.32 | $1b+ | Tier 3 |
| Ishares Russell Mid-Cap Index Fund | BRMIX | BlackRock Advisors | 0.32 | $1b+ | Tier 3 |
| Ishares Global Energy ETF | IXC | BlackRock Advisors | 0.31 | $1b+ | Tier 3 |
| Janus Henderson Research Fund | JRANX | Janus Henderson | 0.31 | $1b+ | Tier 3 |
| Eq/Large Cap Core Managed Volatility Portfolio | EQLCMIB | AXA Equitable Funds Management Group | 0.31 | $1b+ | Tier 3 |
| 2CZY Blue Chip Growth Fund | JBGAX | John Hancock Funds | 0.3 | $1b+ | Tier 3 |
| Putnam VT Large Cap Value Fund | Putnam Investment Management | 0.3 | $1b+ | Tier 3 | |
| Putnam Large Cap Value Fund | PEYAX | Putnam Investment Management | 0.3 | $1b+ | Tier 3 |
| Fidelity Advisor Value Strategies Fund | FVSKX | Fidelity | 0.3 | $1b+ | Tier 3 |
| Fidelity Advisor Mid Cap II Fund | FZAMX | Fidelity | 0.3 | $1b+ | Tier 4 |
| Vip Mid Cap Portfolio | XFBRX | Fidelity | 0.3 | $1b+ | Tier 4 |
| SPDR Portfolio Sandp 1500 Composite Stock Market ETF | SPTM | State Street Global Advisors | 0.29 | $1b+ | Tier 4 |
| State Street Equity 500 Index II Portfolio | SSEYX | State Street Global Advisors | 0.29 | $1b+ | Tier 4 |
| SPDR Portfolio Sandp 500 ETF | SPLG | State Street Global Advisors | 0.29 | $1b+ | Tier 4 |
| State Street Sandp 500 Index Fund | SVSPX | State Street Global Advisors | 0.29 | $1b+ | Tier 4 |
| Blackrock Equity Dividend Fund | MADVX | BlackRock Advisors | 0.29 | $1b+ | Tier 4 |
| New World Fund | FNWFX | Capital Research & Management Co. | 0.29 | $1b+ | Tier 4 |
| SPDR Portfolio Sandp 500 Value ETF | SPYV | State Street Global Advisors | 0.28 | $1b+ | Tier 4 |
| Fidelity Value Fund | FDVLX | Fidelity | 0.28 | $1b+ | Tier 4 |
| JPMorgan Growth Advantage Fund | JGVVX | JPMorgan Asset Management | 0.28 | $1b+ | Tier 4 |
| Ishares Select Dividend ETF | DVY | BlackRock Advisors | 0.28 | $1b+ | Tier 4 |
| Thrivent Large Cap Value Fund | AAUTX | Thrivent Investment Management | 0.27 | $1b+ | Tier 4 |
| FPA Crescent Fund | FPACX | First Pacific Advisors | 0.27 | $1b+ | Tier 4 |
| Blackrock Strategic Income Opportunities Portfolio | BSIKX | BlackRock Advisors | 0.27 | $1b+ | Tier 4 |
| Fidelity Series Opportunistic Insights Fund | FVWSX | Fidelity | 0.26 | $1b+ | Tier 4 |
| JPMorgan U.S. Equity Fund | JUESX | JPMorgan Asset Management | 0.26 | $1b+ | Tier 4 |
| Fidelity Contrafund | FCNTX | Fidelity | 0.26 | $1b+ | Tier 4 |
| Fidelity Contrafund K6 | FLCNX | Fidelity | 0.26 | $1b+ | Tier 4 |
| Vip Contrafund Portfolio | VFCNTIV | Fidelity | 0.26 | $1b+ | Tier 4 |
| Blackrock Systematic Multi-Strategy Fund | BIMBX | BlackRock Advisors | 0.26 | $1b+ | Tier 4 |
| Pacer US Cash COWS 100 ETF | COWZ | Pacer Advisors | 0.26 | $1b+ | Tier 4 |
| Ishares ESG MSCI USA ETF | ESGU | BlackRock Advisors | 0.25 | $1b+ | Tier 4 |
| Blackrock Commodity Strategies Fund | BICSX | BlackRock Advisors | 0.24 | $1b+ | Tier 4 |
| The Income Fund Of America | AMECX | Capital Research & Management Co. | 0.24 | $1b+ | Tier 4 |
| Ishares Global 100 ETF | IOO | BlackRock Advisors | 0.24 | $1b+ | Tier 4 |
| Vanguard Mid-Cap Index Fund | VIMSX | Vanguard Group | 0.23 | $1b+ | Tier 4 |
| Vanguard Dividend Appreciation Index Fund | VDADX | Vanguard Group | 0.23 | $1b+ | Tier 4 |
| JPMorgan Tax Aware Equity Fund | JPECX | JPMorgan Asset Management | 0.23 | $1b+ | Tier 4 |
| Franklin Mutual Global Discovery Fund | TEDIX | Franklin Templeton | 0.23 | $1b+ | Tier 4 |
| Eq/Large Cap Growth Managed Volatility Portfolio | AXA Equitable Funds Management Group | 0.22 | $1b+ | Tier 4 | |
| Janus Henderson Balanced Portfolio | JABLX | Janus Henderson | 0.22 | $1b+ | Tier 4 |
| Janus Henderson Balanced Fund | JABNX | Janus Henderson | 0.22 | $1b+ | Tier 4 |
| Ishares S&P 100 ETF | OEF | BlackRock Advisors | 0.22 | $1b+ | Tier 4 |
| Vanguard Communication Services Index Fund | VOX | Vanguard Group | 0.22 | $1b+ | Tier 4 |
| Ishares Russell Top 200 Value ETF | IWX | BlackRock Advisors | 0.22 | $1b+ | Tier 4 |
| Fidelity Disciplined Equity Fund | FDEQX | Fidelity | 0.22 | $1b+ | Tier 4 |
| Federated Hermes Kaufmann Large Cap Fund (Formerly, Federated Kaufmann Large Cap Fund) | KLCIX | Federated Hermes | 0.22 | $1b+ | Tier 4 |
| Janus Henderson Global Select Fund | JORAX | Janus Henderson | 0.22 | $1b+ | Tier 4 |
| NVIT Mid Cap Index Fund | VNMCIIV | Nationwide Fund Advisors | 0.22 | $1b+ | Tier 4 |
| Franklin Mutual Beacon Fund | TEBIX | Franklin Templeton | 0.21 | $1b+ | Tier 4 |
| Fidelity Series Value Discovery Fund (Formerly Known As Fidelity Series Equity-Income Fund) | FNKLX | Fidelity | 0.21 | $1b+ | Tier 4 |
| Invesco Dividend Income Fund | IFUTX | Invesco | 0.21 | $1b+ | Tier 4 |
| Ishares Edge MSCI Min Vol USA ETF | USMV | BlackRock Advisors | 0.21 | $1b+ | Tier 4 |
| Invesco Diversified Dividend Fund | LCEFX | Invesco | 0.21 | $1b+ | Tier 4 |
| Energy Select Sector SPDR Fund | XLE | State Street Global Advisors | 0.2 | $1b+ | Tier 4 |
| SPDR S&P Global Natural Resources ETF | GNR | State Street Global Advisors | 0.2 | $1b+ | Tier 4 |
| SPDR S&P Oil & Gas Exploration & Production ETF | XOP | State Street Global Advisors | 0.2 | $1b+ | Tier 4 |
| Fidelity Capital & Income Fund | FAGIX | Fidelity | 0.2 | $1b+ | Tier 4 |
| Fidelity Advisor Strategic Income Fund | FADMX | Fidelity | 0.2 | $1b+ | Tier 4 |
| Vip Strategic Income Portfolio | VFSTRIV | Fidelity | 0.2 | $1b+ | Tier 4 |
| Ric Tax-Managed U.S. Mid Small Cap Fund | RTSAX | Russell Investment Group | 0.2 | $1b+ | Tier 4 |
| Franklin Growth Fund | FIFRX | Franklin Templeton | 0.2 | $1b+ | Tier 4 |
| SPDR Portfolio Sandp 500 High Dividend ETF | SPSB | State Street Global Advisors | 0.2 | $1b+ | Tier 4 |
| Fidelity MEGA Cap Stock Fund | FZALX | Fidelity | 0.2 | $1b+ | Tier 4 |
| Ishares Global Infrastructure ETF | IGF | BlackRock Advisors | 0.19 | $1b+ | Tier 4 |
| Morgan Stanley Pathway Funds - Large Cap Equity Fund | TLGUX | Delaware / Ivy | 0.19 | $1b+ | Tier 4 |
| Ishares Russell 1000 Value ETF | IWD | BlackRock Advisors | 0.19 | $1b+ | Tier 4 |
| Fidelity Value Discovery Fund | FVDFX | Fidelity | 0.18 | $1b+ | Tier 4 |
| Ishares S&P 500 Value ETF | IVE | BlackRock Advisors | 0.18 | $1b+ | Tier 4 |
| Vanguard Russell 3000 Index Fund | VRTTX | Vanguard Group | 0.18 | $1b+ | Tier 4 |
| Six Circles US Unconstrained Equity Fund | CUSUX | JPMorgan Asset Management | 0.18 | $1b+ | Tier 4 |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | CMEUX | JPMorgan Asset Management | 0.18 | $1b+ | Tier 4 |
| Vanguard Tax-Managed Capital Appreciation Fund | VTCLX | Vanguard Group | 0.18 | $1b+ | Tier 4 |
| Vanguard Russell 1000 Index Fund | VRNIX | Vanguard Group | 0.18 | $1b+ | Tier 4 |
| Vanguard Tax-Managed Balanced Fund | VTMFX | Vanguard Group | 0.18 | $1b+ | Tier 4 |
| Vanguard Institutional Index Fund | VINIX | Vanguard Group | 0.18 | $1b+ | Tier 4 |
| Ishares Russell 3000 ETF | IWV | BlackRock Advisors | 0.18 | $1b+ | Tier 4 |
| Ishares Russell 1000 ETF | IWB | BlackRock Advisors | 0.18 | $1b+ | Tier 4 |
| RPAR Risk Parity ETF | RPAR | Toroso Investments | 0.17 | $1b+ | Tier 4 |
| Vanguard Institutional Total Stock Market Index Fund | VITPX | Vanguard Group | 0.17 | $1b+ | Tier 4 |
| Vanguard S&P 500 ETF | VOO | Vanguard Group | 0.17 | $1b+ | Tier 4 |
| Vanguard 500 Index Fund | VFINX | Vanguard Group | 0.17 | $1b+ | Tier 4 |
| Vanguard Russell 1000 Value Index Fund | VRVIX | Vanguard Group | 0.17 | $1b+ | Tier 4 |
| Putnam Growth Opportunities Fund | PGODX | Putnam Investment Management | 0.17 | $1b+ | Tier 4 |
| Janus Henderson Global Research Fund | JWWFX | Janus Henderson | 0.17 | $1b+ | Tier 4 |
| Fidelity Advisor New Insights Fund | FZANX | Fidelity | 0.16 | $1b+ | Tier 4 |
| SPDR S&P Dividend ETF | SDY | State Street Global Advisors | 0.16 | $1b+ | Tier 4 |
| Fidelity Advisor Diversified Stock Fund | FZACX | Fidelity | 0.16 | $1b+ | Tier 4 |
| Fidelity Puritan Fund | FPURX | Fidelity | 0.16 | $1b+ | Tier 4 |
| Vanguard Growth And Income Fund | VQNPX | Vanguard Group | 0.16 | $1b+ | Tier 4 |
| New America Growth Portfolio | T. Rowe Price Associates | 0.16 | $1b+ | Tier 4 | |
| Ge RSP U.S. Equity Fund | GESSX | General Electric Asset Management | 0.15 | $1b+ | Tier 4 |
| Elfun Trusts | ELFNX | General Electric Asset Management | 0.15 | $1b+ | Tier 4 |
| Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | Fidelity | 0.15 | $1b+ | Tier 4 |
| Vanguard Value Index Fund | VIVAX | Vanguard Group | 0.15 | $1b+ | Tier 4 |
| Fidelity Advisor High Income Advantage Fund | FIQTX | Fidelity | 0.15 | $1b+ | Tier 4 |
| The Oakmark Select Fund | OAKLX | Harris Associates | 0.15 | $1b+ | Tier 4 |
| Fidelity Leveraged Company Stock Fund | FLVCX | Fidelity | 0.14 | $1b+ | Tier 4 |
| Vanguard Balanced Index Fund | VBINX | Vanguard Group | 0.14 | $1b+ | Tier 4 |
| Vanguard Total Stock Market Index Fund | VSMPX | Vanguard Group | 0.14 | $1b+ | Tier 4 |
| Fidelity Blue Chip Growth Fund | FBGRX | Fidelity | 0.14 | $1b+ | Tier 4 |
| Fidelity Series Blue Chip Growth Fund | FSBDX | Fidelity | 0.14 | $1b+ | Tier 4 |
| Fidelity Blue Chip Growth K6 Fund | FBCGX | Fidelity | 0.14 | $1b+ | Tier 4 |
| Fidelity Series All-Sector Equity Fund | FSAEX | Fidelity | 0.14 | $1b+ | Tier 4 |
| Vanguard Large-Cap Index Fund | VLACX | Vanguard Group | 0.14 | $1b+ | Tier 4 |
| Asset Allocation Fund | VAAAL1V | Capital Research & Management Co. | 0.14 | $1b+ | Tier 4 |
| DNP Select Income Fund | dnp | Duff & Phelps Investment | 0.13 | $1b+ | Tier 4 |
| Vanguard Mid-Cap Value Index Fund | VMVAX | Vanguard Group | 0.13 | $1b+ | Tier 4 |
| Calamos Growth Fund | CVGRX | Calamos Asset Management | 0.13 | $1b+ | Tier 4 |
| Vanguard Consumer Staples Index Fund | VCSAX | Vanguard Group | 0.13 | $1b+ | Tier 4 |
| Fidelity Balanced Fund | FBALX | Fidelity | 0.12 | $1b+ | Tier 4 |
| Fidelity Large Cap Stock Fund | FLCSX | Fidelity | 0.12 | $1b+ | Tier 4 |
| Fidelity Series Large Cap Stock Fund (Formerly Known As Fidelity Series Growth & Income Fund) | FGLGX | Fidelity | 0.12 | $1b+ | Tier 4 |
| Fidelity Advisor Balanced Fund | FZAAX | Fidelity | 0.12 | $1b+ | Tier 4 |
| Vip Balanced Portfolio | QBA2Q | Fidelity | 0.12 | $1b+ | Tier 4 |
| Franklin Growth Opportunities Fund | FOPPX | Franklin Templeton | 0.12 | $1b+ | Tier 4 |
| Vanguard High Dividend Yield Index Fund | VYM | Vanguard Group | 0.12 | $1b+ | Tier 4 |
| Balanced K6 Fund | FBKFX | Fidelity | 0.12 | $1b+ | Tier 4 |
| Invesco Value Opportunities Fund | VVOCX | Invesco | 0.12 | $1b+ | Tier 4 |
| Fidelity Advisor Multi-Asset Income Fund | FIWBX | Fidelity | 0.12 | $1b+ | Tier 4 |
| Global Stock Fund | TRGLX | T. Rowe Price Associates | 0.11 | $1b+ | Tier 4 |
| Fidelity Worldwide Fund | FIQOX | Fidelity | 0.11 | $1b+ | Tier 4 |
| Fidelity Equity-Income Fund | FEQIX | Fidelity | 0.11 | $1b+ | Tier 4 |
| Vip Equity-Income Portfolio | VFEQIIV | Fidelity | 0.11 | $1b+ | Tier 4 |
| Fidelity Strategic Dividend & Income Fund | FASDX | Fidelity | 0.11 | $1b+ | Tier 4 |
| Fidelity Advisor Capital Development Fund | FDETX | Fidelity | 0.11 | $1b+ | Tier 4 |
| Communications And Technology Fund | TTMIX | T. Rowe Price Associates | 0.1 | $1b+ | Tier 4 |
| Fidelity Focused Stock Fund | FTQGX | Fidelity | 0.1 | $1b+ | Tier 4 |
| Vip Growth & Income Portfolio | QGI2Q | Fidelity | 0.09 | $1b+ | Tier 4 |
| Fidelity Growth & Income Portfolio | FGRIX | Fidelity | 0.09 | $1b+ | Tier 4 |
| Vanguard Total World Stock Index Fund | VT | Vanguard Group | 0.09 | $1b+ | Tier 4 |
| Bridge Builder Large Cap Value Fund | BBVLX | Olive Street Investment Advisers | 0.09 | $1b+ | Tier 4 |
| Vanguard Energy Index Fund | VENAX | Vanguard Group | 0.09 | $1b+ | Tier 4 |
| Fidelity Advisor Dividend Growth Fund | FZADX | Fidelity | 0.09 | $1b+ | Tier 4 |
| Fidelity Dividend Growth Fund | FDGFX | Fidelity | 0.09 | $1b+ | Tier 4 |
| Blackrock High Equity Income Fund | BMCIX | BlackRock Advisors | 0.09 | $1b+ | Tier 4 |
| Vip Growth Opportunities Portfolio | VFGOPIV | Fidelity | 0.09 | $1b+ | Tier 4 |
| Fidelity Advisor Growth Opportunities Fund | FZAHX | Fidelity | 0.09 | $1b+ | Tier 4 |
| Fidelity Low-Priced Stock Fund | FLPSX | Fidelity | 0.08 | $1b+ | Tier 4 |
| Fidelity Low-Priced Stock K6 Fund | FLKSX | Fidelity | 0.08 | $1b+ | Tier 4 |
| Select Energy Portfolio | FSENX | Fidelity | 0.08 | $1b+ | Tier 4 |
| Fidelity Advisor Energy Fund | FIKAX | Fidelity | 0.08 | $1b+ | Tier 4 |
| Pacific Funds(Sm) Strategic Income | PLSFX | Pacific Life Fund Advisors | 0.08 | $1b+ | Tier 4 |
| Fidelity Global Commodity Stock Fund | FIQRX | Fidelity | 0.07 | $1b+ | Tier 4 |
| Franklin Income Fund | FKIQX | Franklin Templeton | 0.07 | $1b+ | Tier 4 |
| Dodge & Cox Balanced Fund | DODBX | Dodge & Cox | 0.07 | $1b+ | Tier 4 |
| Dodge & Cox Stock Fund | DODGX | Dodge & Cox | 0.07 | $1b+ | Tier 4 |
| Fidelity Advisor Equity Income Fund | EQPIX | Fidelity | 0.06 | $1b+ | Tier 4 |
| Fidelity Equity Dividend Income Fund | FEQTX | Fidelity | 0.06 | $1b+ | Tier 4 |
| Franklin Managed Income Fund | FBLAX | Franklin Templeton | 0.06 | $1b+ | Tier 4 |
| Vanguard Utilities Index Fund | VUIAX | Vanguard Group | 0.06 | $1b+ | Tier 4 |
| Franklin Utilities Fund | FUFRX | Franklin Templeton | 0.06 | $1b+ | Tier 4 |
| Bridge Builder Large Cap Growth Fund | BBGLX | Olive Street Investment Advisers | 0.05 | $1b+ | Tier 4 |
| Davis New York Venture Fund | NYVCX | Davis Advisers | 0.05 | $1b+ | Tier 4 |
| Growth Stock Fund | PRUFX | T. Rowe Price Associates | 0.05 | $1b+ | Tier 4 |
| Large-Cap Growth Fund | TRLGX | T. Rowe Price Associates | 0.05 | $1b+ | Tier 4 |
| Fidelity Mid Cap Value Fund | FSMVX | Fidelity | 0.05 | $1b+ | Tier 4 |
| US Large Cap Growth Portfolio | DUSLX | Dimensional Fund Advisors | 0.04 | $1b+ | Tier 4 |
| Stock Index Fund | VSTIX | Variable Annuity Life Insurance Company | 0.04 | $1b+ | Tier 4 |
| 2Y16 John Hancock Funds II Mid Value Fund | JMVNX | John Hancock Funds | 0.04 | $1b+ | Tier 4 |
| Bridge Builder Small/Mid Cap Growth Fund | BBGSX | Olive Street Investment Advisers | 0.04 | $1b+ | Tier 4 |
| U.S. High Relative Profitability Portfolio | DURPX | Dimensional Fund Advisors | 0.03 | $1b+ | Tier 4 |
| The Tax-Exempt Fund Of California | TAFTX | Capital Research & Management Co. | 0.03 | $1b+ | Tier 4 |
| U.S. Large Company Portfolio | DFUSX | Dimensional Fund Advisors | 0.03 | $1b+ | Tier 4 |
| Franklin Rising Dividends Fund | FRISX | Franklin Templeton | 0.03 | $1b+ | Tier 4 |
| The Oakmark Fund | OAKMX | Harris Associates | 0.03 | $1b+ | Tier 4 |
| Mid-Cap Value Fund | TRMCX | T. Rowe Price Associates | 0.03 | $1b+ | Tier 4 |
| Ishares Russell Mid-Cap Growth ETF | IWP | BlackRock Advisors | 0.03 | $1b+ | Tier 4 |
| Fidelity New Millennium Fund | FMILX | Fidelity | 0.03 | $1b+ | Tier 4 |
| Fidelity Export And Multinational Fund | FEXPX | Fidelity | 0.03 | $1b+ | Tier 4 |
| Ishares Expanded Tech Sector ETF | IGM | BlackRock Advisors | 0.02 | $1b+ | Tier 4 |
| Ishares S&P 500 Growth ETF | IVW | BlackRock Advisors | 0.02 | $1b+ | Tier 4 |
| US Large Cap Equity | DUSQX | Dimensional Fund Advisors | 0.02 | $1b+ | Tier 4 |
| U.S. Core Equity 1 Portfolio | DFEOX | Dimensional Fund Advisors | 0.02 | $1b+ | Tier 4 |
| U.S. Core Equity 2 Portfolio | DFQTX | Dimensional Fund Advisors | 0.02 | $1b+ | Tier 4 |
| Calamos Market Neutral Income Fund | CVSIX | Calamos Asset Management | 0.02 | $1b+ | Tier 4 |
| 2X32 JHF Classic Value Fund | JCVIX | John Hancock Funds | 0.02 | $1b+ | Tier 4 |
| Ishares Russell Mid-Cap Value ETF | IWS | BlackRock Advisors | 0.02 | $1b+ | Tier 4 |
| 2Y7Q JH Multifactor Mid Cap ETF | JHMM | John Hancock Funds | 0.02 | $1b+ | Tier 4 |
| Ishares Russell Mid-Cap ETF | IWR | BlackRock Advisors | 0.01 | $1b+ | Tier 4 |
| Invesco American Value Fund | MSAFX | Invesco | 0.01 | $1b+ | Tier 4 |
| Ishares Russell 1000 Growth ETF | IWF | BlackRock Advisors | 0.01 | $1b+ | Tier 4 |
| U.S. Vector Equity Portfolio | DFVEX | Dimensional Fund Advisors | 0.01 | $1b+ | Tier 4 |
| Tax-Managed U.S. Equity Portfolio | DTMEX | Dimensional Fund Advisors | 0.01 | $1b+ | Tier 4 |
| T.A. U.S. Core Equity 2 Portfolio | DFTCX | Dimensional Fund Advisors | 0.01 | $1b+ | Tier 4 |
| Bridge Builder Small/Mid Cap Value Fund | BBVSX | Olive Street Investment Advisers | 0.01 | $1b+ | Tier 4 |
| Vanguard Strategic Equity Fund | VSEQX | Vanguard Group | 0.01 | $1b+ | Tier 4 |
| Franklin Equity Income Fund | FRETX | Franklin Templeton | 0.01 | $1b+ | Tier 4 |
| Fidelity Mid-Cap Stock Fund | FMCSX | Fidelity | 0.01 | $1b+ | Tier 4 |
| U.S. Small Cap Portfolio | DFSTX | Dimensional Fund Advisors | 0.01 | $1b+ | Tier 4 |
| Calamos Growth & Income Fund | CGIIX | Calamos Asset Management | 0.01 | $1b+ | Tier 4 |
| BNY Mellon Appreciation Fund | DGAGX | The Dreyfus Corporation | 0.01 | $1b+ | Tier 4 |
| Primecap Odyssey Stock Fund | POSKX | Primecap Management Co. | 0 | $1b+ | Tier 4 |
| Janus Henderson Growth And Income Fund | JGICX | Janus Henderson | 0 | $1b+ | Tier 4 |
| Vanguard U.S. Value Fund | VUVLX | Vanguard Group | 0 | $1b+ | Tier 4 |
| Fidelity International Growth Fund | FIIIX | Fidelity | 0 | $1b+ | Tier 4 |
| Select Utilities Portfolio | FSUTX | Fidelity | 0 | $1b+ | Tier 4 |
| Fidelity Series International Growth Fund | FIGSX | Fidelity | 0 | $1b+ | Tier 4 |
| Select Software And It Services Portfolio | FSCSX | Fidelity | 0 | $1b+ | Tier 4 |
| Gabelli Small Cap Growth Fund | GACIX | Gamco | 0 | $1b+ | Tier 4 |
| The Oakmark Equity & Income Fund | OAKBX | Harris Associates | 0 | $1b+ | Tier 4 |
| The Oakmark Global Fund | OAKGX | Harris Associates | 0 | $1b+ | Tier 4 |
| Growth & Income Fund | PRGIX | T. Rowe Price Associates | 0 | $1b+ | Tier 4 |
| Financial Services Fund | PRISX | T. Rowe Price Associates | 0 | $1b+ | Tier 4 |
| Science & Technology Fund | TSNIX | T. Rowe Price Associates | 0 | $1b+ | Tier 4 |
| Artisan Global Value Fund | APHGX | Artisan Partners | 0 | $1b+ | Tier 4 |
| Artisan Focus Fund | ARTTX | Artisan Partners | 0 | $1b+ | Tier 4 |
| Selected American Shares | SLADX | Davis Advisers | 0 | $1b+ | Tier 4 |
| Primecap Odyssey Growth Fund | POGRX | Primecap Management Co. | 0 | $1b+ | Tier 4 |
| Primecap Odyssey Aggressive Growth Fund | POAGX | Primecap Management Co. | 0 | $1b+ | Tier 4 |
| Ishares MSCI KLD 400 Social ETF | DSI | BlackRock Advisors | 0 | $1b+ | Tier 4 |
| Ishares Russell Top 200 Growth ETF | IWY | BlackRock Advisors | 0 | $1b+ | Tier 4 |
| Ishares Edge MSCI Multifactor USA ETF | LRGF | BlackRock Advisors | 0 | $1b+ | Tier 4 |
| Ishares Edge MSCI USA Quality Factor ETF | QUAL | BlackRock Advisors | 0 | $1b+ | Tier 4 |
| Ishares Edge MSCI USA Value Factor ETF | VLUE | BlackRock Advisors | 0 | $1b+ | Tier 4 |
| Ishares U.S. Infrastructure ETF | IFRA | BlackRock Advisors | 0 | $1b+ | Tier 4 |
| AIG Focused Dividend Strategy Fund | FDSWX | AIG Global Investment Group | 0 | $1b+ | Tier 4 |
| Science & Technology Fund | VCSTX | Variable Annuity Life Insurance Company | 0 | $1b+ | Tier 4 |
| Blue Chip Growth Fund | VCBCX | Variable Annuity Life Insurance Company | 0 | $1b+ | Tier 4 |
| Growth Fund | VCULX | Variable Annuity Life Insurance Company | 0 | $1b+ | Tier 4 |
| Dividend Value Fund | VCIGX | Variable Annuity Life Insurance Company | 0 | $1b+ | Tier 4 |
| Miller Opportunity Trust | MVISX | Miller Value Funds | 0 | $1b+ | Tier 4 |
| Harbor Large Cap Value Fund | HAVLX | Harbor Funds | 0 | $1b+ | Tier 4 |
| 2Y57 JHF II Capital Appreciation Value Fund | JICPX | John Hancock Funds | 0 | $1b+ | Tier 4 |
| AMG Yacktman Focused Fund | YAFIX | Managers Investment Group | 0 | $1b+ | Tier 4 |
| AMG Yacktman Fund | YACKX | Managers Investment Group | 0 | $1b+ | Tier 4 |
| Jensen Portfolio | JENIX | Jensen Investment Management | 0 | $1b+ | Tier 4 |
| The Utilities Select Sector SPDR Fund | XLU | State Street Global Advisors | 0 | $1b+ | Tier 4 |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund | BVALX | Brown Advisory | 0 | $1b+ | Tier 4 |
| Virtus Ceredex Mid-Cap Value Equity Fund | SMVZX | Virtus Investment Advisers | 0 | $1b+ | Tier 4 |
| Smead Funds Trust | SMVLX | Smead Capital Management | 0 | $1b+ | Tier 4 |
| Sequoia Fund | SEQUX | Ruane, Cunniff & Goldfarb | 0 | $1b+ | Tier 4 |
| Destinations Small-Mid Cap Equity Fund | DSMZX | Brinker Capital | 0 | $1b+ | Tier 4 |
| Tweedy, Browne International Value Fund (Formerly, Tweedy, Browne Global Value Fund) | TBGVX | Tweedy, Browne Company | 0 | $1b+ | Tier 4 |
| Xtrackers USD High Yield Corporate Bond ETF | HYLB | DBX Strategic Advisors | 0 | $1b+ | Tier 4 |
| DWS Capital Growth Vip (Formerly Deutsche Capital Growth Vip) | VDCGRAV | Deutsche Asset Management | 1 | $500-999m | Tier 1 |
| DWS Croci U.S. Fund | DCUAX | Deutsche Asset Management | 1 | $500-999m | Tier 1 |
| DWS Croci Equity Dividend Fund (Formerly Deutsche Croci Equity Dividend Fund) | KDHUX | Deutsche Asset Management | 1 | $500-999m | Tier 1 |
| DWS Science And Technology Fund | KTCAX | Deutsche Asset Management | 1 | $500-999m | Tier 1 |
| Thrivent Mid Cap Index Portfolio | QTMCIX | Thrivent Investment Management | 1 | $500-999m | Tier 1 |
| First Trust Consumer Staples Alphadex(R) Fund | FXG | First Trust Advisors | 1 | $500-999m | Tier 1 |
| First Trust Mid Cap Core Alphadex(R) Fund | FNX | First Trust Advisors | 1 | $500-999m | Tier 1 |
| 1919 Investment Counsel Socially Responsive Balanced Fund | SESLX | 1919 Investment Counsel | 1 | $500-999m | Tier 1 |
| LEGG Mason Low Volatility High Dividend ETF | LVHD | Franklin Templeton | 1 | $500-999m | Tier 1 |
| Calvert VP S&P Midcap 400 Index Portfolio | CSM400I | Calvert Research And Management | 1 | $500-999m | Tier 1 |
| 3341 Jhfii Multi-Asset Absolute Return Fund | JHAAX | John Hancock Funds | 1 | $500-999m | Tier 1 |
| Domini Impact Equity Fund | DSEFX | Domini Social Investments | 1 | $500-999m | Tier 1 |
| Pax Ellevate Global Womens Leadership Fund | PXWIX | Pax World Management Corp | 1 | $500-999m | Tier 1 |
| USAA Extended Market Index Fund | USMIX | USAA Investment Management Company | 1 | $500-999m | Tier 1 |
| Focused Global Growth | AGGIX | American Century Investment Management | 1 | $500-999m | Tier 1 |
| USAA High Income Fund | UIHIX | USAA Investment Management Company | 1 | $500-999m | Tier 1 |
| Parametric Volatility Risk Premium - Defensive Fund | EIVPX | Eaton Vance Management | 0.99 | $500-999m | Tier 1 |
| New Covenant Growth Fund | NCGFX | SEI Investments Management Corporation | 0.99 | $500-999m | Tier 1 |
| AQR Large Cap Multi-Style Fund | QCERX | Optique Capital Management | 0.99 | $500-999m | Tier 1 |
| Invesco V.I. Capital Appreciation Fund | OPCAPNS | Invesco | 0.99 | $500-999m | Tier 1 |
| AQR Large Cap Momentum Style Fund | AMONX | Optique Capital Management | 0.99 | $500-999m | Tier 1 |
| Chartwell Income Fund | BERIX | Chartwell Investment Partners | 0.99 | $500-999m | Tier 1 |
| Invesco V.I. Main Street Fund (R) | OPMSVNS | Invesco | 0.99 | $500-999m | Tier 1 |
| Tst Balanced Fund | SEBLX | Touchstone Funds | 0.99 | $500-999m | Tier 1 |
| USAA Capital Growth Fund | UICGX | USAA Investment Management Company | 0.99 | $500-999m | Tier 1 |
| Allianz Global Investors Dividend Interest And Premium Strategy Fund (Formerly Allianz Global Investors NFJ Dividend Interest And Premium Strategy Fund) | NFJ | Allianz Global Investors | 0.99 | $500-999m | Tier 1 |
| Allianz Global Investors Dividend Value Fund (Formerly Allianz Global Investors NFJ Dividend Value Fund) | PNEAX | Allianz Global Investors | 0.99 | $500-999m | Tier 1 |
| Victoryshares US 500 Enhanced Volatility WTD ETF | CFO | Compass Efficient Model Portfolios | 0.98 | $500-999m | Tier 1 |
| Victoryshares US 500 Volatility WTD ETF | CFA | Compass Efficient Model Portfolios | 0.98 | $500-999m | Tier 1 |
| Wisdomtree US Midcap Fund | EZM | WisdomTree Asset Management | 0.98 | $500-999m | Tier 1 |
| Invesco V.I. Core Equity Fund | VACES1V | Invesco | 0.98 | $500-999m | Tier 1 |
| MFS Low Volatility Equity Fund | MLVTX | Massachusetts Financial Services Company | 0.98 | $500-999m | Tier 1 |
| Mainstay WMC Value Fund (FKA Mainstay Map Equity Fund) | MUBFX | New York Life Investment Management | 0.98 | $500-999m | Tier 1 |
| 361 Global Long/Short Equity Fund | AGAJX | Investment Managers Series | 0.97 | $500-999m | Tier 1 |
| Eaton Vance Richard Bernstein Equity Strategy Fund | ERBAX | Eaton Vance Management | 0.97 | $500-999m | Tier 1 |
| Proshares Ultrapro Dow 30 | UDOW | ProFund / ProShare | 0.97 | $500-999m | Tier 1 |
| 3358 Jhfiii Global Shareholder Yield Fund | JGYIX | John Hancock Funds | 0.97 | $500-999m | Tier 1 |
| Mainstay Mackay Common Stock Fund (FKA Mainstay Common Stock Fund) | MCSSX | New York Life Investment Management | 0.97 | $500-999m | Tier 1 |
| Trueshres Low Volatility Equity Income ETF | DIVZ | Active Weighting Advisors | 0.97 | $500-999m | Tier 1 |
| Brown Advisory Flexible Equity Fund | BAFFX | Brown Advisory | 0.97 | $500-999m | Tier 1 |
| Alliancebernstein Tax-Managed Wealth Appreciation Strategy | ATWYX | AllianceBernstein | 0.97 | $500-999m | Tier 1 |
| Quantitative U.S. Large Cap Core Equity Portfolio | GTLOX | Glenmede Investment Management | 0.97 | $500-999m | Tier 1 |
| Eaton Vance Richard Bernstein All Asset Strategy Fund | EIRAX | Eaton Vance Management | 0.96 | $500-999m | Tier 1 |
| First Trust Large Cap Growth Alphadex(R) Fund | FTC | First Trust Advisors | 0.96 | $500-999m | Tier 1 |
| Invesco Dynamic Leisure And Entertainment ETF | PEJ | Invesco | 0.96 | $500-999m | Tier 1 |
| 2C72 Total Stock Market Index Trust | JETSX | John Hancock Funds | 0.96 | $500-999m | Tier 1 |
| Johnson Equity Income Fund | JEQIX | Johnson Investment Counsel | 0.96 | $500-999m | Tier 1 |
| Horizon Active Asset Allocation Fund | HASIX | Horizon Investments | 0.96 | $500-999m | Tier 1 |
| Columbia Select Global Equity Fund | CSGVX | Columbia Threadneedle | 0.95 | $500-999m | Tier 1 |
| Symmetry Panoramic US Equity Fund | SPUSX | Symmetry Partners | 0.95 | $500-999m | Tier 1 |
| MFS Global Growth Fund | MWOKX | Massachusetts Financial Services Company | 0.95 | $500-999m | Tier 1 |
| Olstein All Cap Value Fund | OFALX | Olstein Capital Management | 0.95 | $500-999m | Tier 1 |
| Alliancebernstein Equity Income Fund | AUIIX | AllianceBernstein | 0.95 | $500-999m | Tier 1 |
| Nationwide Risk-Managed Income ETF | NUSI | Exchange Traded Concepts | 0.95 | $500-999m | Tier 1 |
| First Trust Technology Alphadex(R) Fund | FXL | First Trust Advisors | 0.95 | $500-999m | Tier 1 |
| Victory RS Large Cap Alpha Vip Series | GUSFX | Victory Capital Management | 0.94 | $500-999m | Tier 1 |
| Direxion Nasdaq-100(R) Equal Weighted Index Shares | QQQE | Rafferty Asset Management | 0.94 | $500-999m | Tier 1 |
| Transamerica Multi-Asset Income (FKA Transamerica Strategic High | TSHIX | TransAmerica Funds | 0.94 | $500-999m | Tier 1 |
| Virtus Allianz Global Investors Focused Growth Fund (Formerly Allianz Global Investors Focused Growth Fund) | PGFIX | Allianz Global Investors | 0.94 | $500-999m | Tier 1 |
| Nasdaq-100 Index Fund | NASDX | Shelton Capital Management | 0.94 | $500-999m | Tier 1 |
| Coho Partners Relative Value Equity Fund | COHOX | Coho Partners | 0.94 | $500-999m | Tier 1 |
| Eaton Vance Dividend Builder Fund | EVTMX | Eaton Vance Management | 0.93 | $500-999m | Tier 1 |
| CIBC Atlas Income Opportunities Fund | AWIIX | CIBC Asset Management | 0.93 | $500-999m | Tier 1 |
| Goldman Sachs Technology Opportunities Fund | GITAX | Goldman Sachs Asset Management (US) | 0.92 | $500-999m | Tier 1 |
| Ivy Accumulative Fund | IATNX | Delaware / Ivy | 0.92 | $500-999m | Tier 1 |
| U.S. Socially Responsible Fund | VCSRX | Variable Annuity Life Insurance Company | 0.92 | $500-999m | Tier 1 |
| Franklin Libertyq U.S. Equity ETF | FLQL | Franklin Templeton | 0.92 | $500-999m | Tier 1 |
| DWS Equity 500 Index Vip (Formerly Deutsche Equity 500 Index Vip | VDE5IAV | Deutsche Asset Management | 0.91 | $500-999m | Tier 1 |
| Invesco Oppenheimer V.I. Main Street Fund (R) | OPMSVNS | Invesco | 0.91 | $500-999m | Tier 1 |
| Janus Henderson U.S. Managed Volatility Fund | JRSDX | Janus Henderson | 0.91 | $500-999m | Tier 1 |
| Ishares Global Financials ETF | IXG | BlackRock Advisors | 0.91 | $500-999m | Tier 1 |
| 2A28 Jhvit Fundamental Large Cap Value Trust | JVFLX | John Hancock Funds | 0.9 | $500-999m | Tier 1 |
| Invesco Technology Fund | FTPSX | Invesco | 0.9 | $500-999m | Tier 1 |
| Franklin Libertyq Global Equity ETF | FLQG | Franklin Templeton | 0.89 | $500-999m | Tier 1 |
| Global X Conscious Companies ETF | KRMA | Global X Management Company | 0.89 | $500-999m | Tier 1 |
| BNY Mellon Equity Income Fund | DQIYX | The Dreyfus Corporation | 0.89 | $500-999m | Tier 1 |
| JPMorgan Intrepid Growth Fund | JGISX | JPMorgan Asset Management | 0.89 | $500-999m | Tier 2 |
| U.S. Managed Volatility Fund | SVYAX | SEI Investments Management Corporation | 0.89 | $500-999m | Tier 2 |
| NVIT AQR Large Cap Defensive Style Fund | VNNATIV | Nationwide Fund Advisors | 0.89 | $500-999m | Tier 2 |
| Wells Fargo Omega Growth Fund | EKONX | Wells Fargo Funds Management | 0.88 | $500-999m | Tier 2 |
| Distillate U.S. Fundamental Stability & Value ETF | DSTL | Exchange Traded Concepts | 0.87 | $500-999m | Tier 2 |
| VP Mid Cap Value | AVIPX | American Century Investment Management | 0.86 | $500-999m | Tier 2 |
| Boston Trust Asset Management Fund | BTBFX | 1st Source Corporation Investment Advisers | 0.86 | $500-999m | Tier 2 |
| Mainstay WMC Growth Fund (FKA Mainstay Mackay Growth Fund) | KLGIX | New York Life Investment Management | 0.85 | $500-999m | Tier 2 |
| Wells Fargo Large Cap Growth Fund | STMFX | Wells Fargo Funds Management | 0.84 | $500-999m | Tier 2 |
| Proshares Ultra Financials | UYG | ProFund / ProShare | 0.84 | $500-999m | Tier 2 |
| Extended Equity Market Index Fund | PEXMX | T. Rowe Price Associates | 0.84 | $500-999m | Tier 2 |
| Columbia Global Equity Value Fund | IEVAX | Columbia Threadneedle | 0.84 | $500-999m | Tier 2 |
| Virtus Tactical Allocation Fund | VTAIX | Virtus Investment Advisers | 0.84 | $500-999m | Tier 2 |
| SIMT US Managed Volatility Fund | SVOAX | SEI Investments Management Corporation | 0.83 | $500-999m | Tier 2 |
| 2X6C Jhitii JHF Seaport Fund | JSFDX | John Hancock Funds | 0.83 | $500-999m | Tier 2 |
| USAA Growth And Tax Strategy Fund | USBLX | USAA Investment Management Company | 0.83 | $500-999m | Tier 2 |
| Invesco Sandp 500 (R) Equal Weight Consumer Staples ETF | RHS | Invesco | 0.83 | $500-999m | Tier 2 |
| Defiance Next Gen Connectivity ETF | FIVG | Exchange Traded Concepts | 0.83 | $500-999m | Tier 2 |
| PGIM Jennison Global Equity Income Fund - Subadviser: Jennison Associates | SPQAX | Prudential | 0.83 | $500-999m | Tier 2 |
| Muirfield Fund | FLMIX | Meeder Asset Management | 0.82 | $500-999m | Tier 2 |
| Federated Hermes Capital Income Fund (Formerly, Federated Capital Income Fund) | CAPSX | Federated Hermes | 0.82 | $500-999m | Tier 2 |
| TC Quant Large-Cap Growth Fund | TLIIX | TIAA-CREF Asset Management | 0.82 | $500-999m | Tier 2 |
| Vanguard Financials Index Fund | VFAIX | Vanguard Group | 0.81 | $500-999m | Tier 2 |
| MFS Variable Insurance Trust - MFS Research Series | MFSRESI | Massachusetts Financial Services Company | 0.81 | $500-999m | Tier 2 |
| Goldman Sachs Large Cap Growth Insights Fund | GLCCX | Goldman Sachs Asset Management (US) | 0.8 | $500-999m | Tier 2 |
| VY(R) Invesco Global Portfolio | IGMIX | Voya Investment Management | 0.8 | $500-999m | Tier 2 |
| U.S. Managed Volatility Fund | SVYAX | SEI Investments Management Corporation | 0.8 | $500-999m | Tier 2 |
| Ric Multi-Asset Growth Strategy Fund | RAZAX | Russell Investment Group | 0.79 | $500-999m | Tier 2 |
| American Beacon Bridgeway Large Cap Value Fund | BRLVX | American Beacon Funds | 0.79 | $500-999m | Tier 2 |
| MFS Blended Research Core Equity Fund | MUEVX | Massachusetts Financial Services Company | 0.78 | $500-999m | Tier 2 |
| Ishares ESG Advanced MSCI USA ETF | USXF | BlackRock Advisors | 0.77 | $500-999m | Tier 2 |
| Largecap Growth Fund | PRGWX | Principal Management Corporation | 0.76 | $500-999m | Tier 2 |
| Goldman Sachs U.S. Equity Insights Fund | GSSQX | Goldman Sachs Asset Management (US) | 0.76 | $500-999m | Tier 2 |
| Strategic Allocation: Aggressive | TWSAX | American Century Investment Management | 0.74 | $500-999m | Tier 2 |
| Strategic Allocation: Moderate | TWSMX | American Century Investment Management | 0.74 | $500-999m | Tier 2 |
| Invesco V.I. American Franchise Fund | INVAMF1 | Invesco | 0.74 | $500-999m | Tier 2 |
| Tax-Managed Managed Volatility Fund | TMMAX | SEI Investments Management Corporation | 0.74 | $500-999m | Tier 2 |
| Putnam Focused Equity Fund | PGWTX | Putnam Investment Management | 0.74 | $500-999m | Tier 2 |
| Goldman Sachs Variable Insurance Trust - Goldman Sachs U.S. Equity Insights Fund | GSELX | Goldman Sachs Asset Management (US) | 0.73 | $500-999m | Tier 2 |
| Janus Henderson Global Technology And Innovation Portfolio Formerly Known As Janus Henderson Global Technology Portfolio | JGLTX | Janus Henderson | 0.73 | $500-999m | Tier 2 |
| Janus Henderson Forty Portfolio | JACAX | Janus Henderson | 0.72 | $500-999m | Tier 2 |
| Nuveen ESG Large-Cap Growth ETF | NULG | Nuveen Asset Management | 0.72 | $500-999m | Tier 2 |
| Ric Global Equity Fund | RGEAX | Russell Investment Group | 0.71 | $500-999m | Tier 2 |
| UBS Pace Large CO Value Equity Investments | PCPAX | UBS Global Asset Management (Americas) | 0.71 | $500-999m | Tier 2 |
| Clearbridge Variable Appreciation Portfolio | CVAPX | Franklin Templeton | 0.71 | $500-999m | Tier 2 |
| Voya Large Cap Growth Fund | VGOSX | Voya Investment Management | 0.71 | $500-999m | Tier 2 |
| Goldman Sachs Equal Weight U.S. Large Cap ETF | GSEW | Goldman Sachs Asset Management (US) | 0.71 | $500-999m | Tier 2 |
| Voya Global High Dividend Low Volatility Portfolio | IGHSX | Voya Investment Management | 0.7 | $500-999m | Tier 2 |
| SIMT Large Cap Index Fund | SLGFX | SEI Investments Management Corporation | 0.7 | $500-999m | Tier 2 |
| S&P 500 Index Fund | SPIIX | SEI Investments Management Corporation | 0.7 | $500-999m | Tier 2 |
| SIMT Dynamic Asset Allocation Fund | SDYAX | SEI Investments Management Corporation | 0.7 | $500-999m | Tier 2 |
| JPMorgan Insurance Trust Mid Cap Value Portfolio | JPMMCV1 | JPMorgan Asset Management | 0.7 | $500-999m | Tier 2 |
| Voya Large Cap Value Fund | VLVPX | Voya Investment Management | 0.7 | $500-999m | Tier 2 |
| Ric Multifactor U.S. Equity Fund | RTDAX | Russell Investment Group | 0.69 | $500-999m | Tier 2 |
| Vanguard Market Neutral Fund | VMNFX | Vanguard Group | 0.69 | $500-999m | Tier 2 |
| Invesco Russell 1000 Equal Weight ETF | EQAL | Invesco | 0.68 | $500-999m | Tier 2 |
| Global Managed Volatility Fund | SGMIX | SEI Investments Management Corporation | 0.68 | $500-999m | Tier 2 |
| MFS Variable Insurance Trust - MFS Investors Trust Series | MFITSIC | Massachusetts Financial Services Company | 0.68 | $500-999m | Tier 2 |
| Wells Fargo Disciplined U.S. Core Fund | EVSRX | Wells Fargo Funds Management | 0.67 | $500-999m | Tier 2 |
| TIAA-CREF Life Stock Index Fund | TLSTX | TIAA-CREF Asset Management | 0.66 | $500-999m | Tier 2 |
| Loomis Sayles Strategic Alpha Fund | LABAX | Natixis Asset Management Advisors | 0.66 | $500-999m | Tier 2 |
| Global Resources Fund | GHAIX | Van Eck Associates Corporation | 0.65 | $500-999m | Tier 2 |
| JPMorgan U.S. GARP Equity Fund | JPGSX | JPMorgan Asset Management | 0.65 | $500-999m | Tier 2 |
| Voya Corporate Leaders 100 Fund | VYCIX | Voya Investment Management | 0.65 | $500-999m | Tier 2 |
| Multi-Asset Capital Stability Fund | SMLYX | SEI Investments Management Corporation | 0.64 | $500-999m | Tier 2 |
| Pace Large Co Growth Equity Investments | PCLCX | UBS Global Asset Management (Americas) | 0.64 | $500-999m | Tier 2 |
| Voya Index Plus Largecap Portfolio | VIPAX | Voya Investment Management | 0.64 | $500-999m | Tier 2 |
| Invesco Dynamic Large Cap Value ETF | PWV | Invesco | 0.64 | $500-999m | Tier 2 |
| U.S. Equity Factor Allocation Fund | SEHAX | SEI Investments Management Corporation | 0.64 | $500-999m | Tier 2 |
| Multi-Asset Income Fund | SIOAX | SEI Investments Management Corporation | 0.63 | $500-999m | Tier 3 |
| Franklin Mutual U.S. Value Fund | FBSAX | Franklin Templeton | 0.62 | $500-999m | Tier 3 |
| Schwab U.S. Mid-Cap Index Fund | SWMCX | Charles Schwab Investment Management | 0.62 | $500-999m | Tier 3 |
| VP Value | AVPIX | American Century Investment Management | 0.61 | $500-999m | Tier 3 |
| Federated Hermes Prudent Bear Fund (Formerly, Federated Prudent Bear Fund) | PBRIX | Federated Hermes | 0.61 | $500-999m | Tier 3 |
| BNY Mellon Large Cap Equity Fund | DLACX | The Dreyfus Corporation | 0.61 | $500-999m | Tier 3 |
| Delaware Growth Equity Fund | FICHX | Delaware / Ivy | 0.61 | $500-999m | Tier 3 |
| JPMorgan U.S. Quality Factor ETF | JQUA | JPMorgan Asset Management | 0.61 | $500-999m | Tier 3 |
| Balanced | ABINX | American Century Investment Management | 0.6 | $500-999m | Tier 3 |
| Large Cap Fund | SLCAX | SEI Investments Management Corporation | 0.6 | $500-999m | Tier 3 |
| Voya Russell (TM) Mid Cap Growth Index Portfolio | IRGJX | Voya Investment Management | 0.6 | $500-999m | Tier 3 |
| Mainstay Map | MSMIX | New York Life Investment Management | 0.6 | $500-999m | Tier 3 |
| First Trust Long/Short Equity ETF | FTLS | First Trust Advisors | 0.6 | $500-999m | Tier 3 |
| Multi-Asset Inflation Managed Fund | SIFAX | SEI Investments Management Corporation | 0.59 | $500-999m | Tier 3 |
| Multi-Asset Real Return Fund | SEIAX | SEI Investments Management Corporation | 0.59 | $500-999m | Tier 3 |
| Invesco Dividend Achievers (TM) ETF | PFM | Invesco | 0.58 | $500-999m | Tier 3 |
| Wisdomtree U.S. Efficient Core Fund (Formerly Wisdomtree 90/60 Balanced Fund) | NTSX | WisdomTree Asset Management | 0.58 | $500-999m | Tier 3 |
| Schwab U.S. Large-Cap Growth Index Fund | SWLGX | Charles Schwab Investment Management | 0.58 | $500-999m | Tier 3 |
| Massmutual Equity Opportunities Fund | MFVSX | MassMutual Financial Group | 0.57 | $500-999m | Tier 3 |
| Voya Russell (TM) Small Cap Index Portfolio | IIRSX | Voya Investment Management | 0.56 | $500-999m | Tier 3 |
| JPMorgan Diversified Fund | JDVZX | JPMorgan Asset Management | 0.56 | $500-999m | Tier 3 |
| Wisdomtree US Largecap Fund | EPS | WisdomTree Asset Management | 0.56 | $500-999m | Tier 3 |
| Pacer Global Cash COWS Dividend ETF | GCOW | Pacer Advisors | 0.53 | $500-999m | Tier 3 |
| Destinations Equity Income Fund | DGEZX | Brinker Capital | 0.53 | $500-999m | Tier 3 |
| Pacer Lunt Large Cap Alternator ETF | ALTL | Pacer Advisors | 0.51 | $500-999m | Tier 3 |
| Fidelity Advisor Series Equity Growth Fund | FMFMX | Fidelity | 0.51 | $500-999m | Tier 3 |
| Homestead Value Fund | HOVLX | Homestead Funds | 0.5 | $500-999m | Tier 3 |
| Federated Hermes Equity Income Fund, (Formerly, Federated Equity Income Fund | LEIFX | Federated Hermes | 0.49 | $500-999m | Tier 3 |
| Columbia Global Value Fund | IEVAX | Columbia Threadneedle | 0.49 | $500-999m | Tier 3 |
| Fidelity Advisor Industrials Fund | FIKEX | Fidelity | 0.48 | $500-999m | Tier 3 |
| Fidelity Advisor Leveraged Company Stock Fund | FZAKX | Fidelity | 0.48 | $500-999m | Tier 3 |
| Global Allocation Fund | TGAFX | T. Rowe Price Associates | 0.47 | $500-999m | Tier 3 |
| Tax-Efficient Equity Fund | TEEFX | T. Rowe Price Associates | 0.47 | $500-999m | Tier 3 |
| Invesco Sandp 500 (R) Equal Weight Energy ETF | RYE | Invesco | 0.47 | $500-999m | Tier 3 |
| Equity Income Portfolio | T. Rowe Price Associates | 0.46 | $500-999m | Tier 3 | |
| Invesco Sandp Ultra Dividend Revenue ETF | RDIV | Invesco | 0.46 | $500-999m | Tier 3 |
| Schwab U.S. Large-Cap Value Index Fund | SWLVX | Charles Schwab Investment Management | 0.46 | $500-999m | Tier 3 |
| SPDR Russell 1000 Yield Focus ETF | ONEY | State Street Global Advisors | 0.45 | $500-999m | Tier 3 |
| SPDR Russell 1000 Low Volatility Focus ETF | ONEV | State Street Global Advisors | 0.45 | $500-999m | Tier 3 |
| PMC Funds Diversified Equity Fund | PMDEX | PMC Funds | 0.43 | $500-999m | Tier 3 |
| Wisdomtree U.S. Quality Shareholder Yield Fund | AGGY | WisdomTree Asset Management | 0.43 | $500-999m | Tier 3 |
| Wisdomtree 90/60 U.S. Balanced Fund | NTSX | WisdomTree Asset Management | 0.42 | $500-999m | Tier 3 |
| Putnam Dynamic Asset Allocation Conservative Fund | PACAX | Putnam Investment Management | 0.41 | $500-999m | Tier 3 |
| VY T. Rowe Price Diversified Mid Cap Growth Portfolio | VYRIX | Voya Investment Management | 0.4 | $500-999m | Tier 3 |
| Blackrock Advantage Large Cap Growth Fund | CMVIX | BlackRock Advisors | 0.4 | $500-999m | Tier 3 |
| Invesco Comstock Select Fund | CGRWX | Invesco | 0.4 | $500-999m | Tier 3 |
| Virtus Ceredex Large-Cap Value Equity Fund | STVZX | Virtus Investment Advisers | 0.4 | $500-999m | Tier 3 |
| Ishares MSCI ACWI Low Carbon Target ETF | CRBN | BlackRock Advisors | 0.39 | $500-999m | Tier 3 |
| Blackrock Advantage ESG U.S. Equity Fund | BIRIX | BlackRock Advisors | 0.38 | $500-999m | Tier 3 |
| Select Leisure Portfolio | FDLSX | Fidelity | 0.37 | $500-999m | Tier 3 |
| Select Transportation Portfolio | FSRFX | Fidelity | 0.37 | $500-999m | Tier 3 |
| Nationwide Mid Cap Market Index Fund | GMXAX | Nationwide Fund Advisors | 0.37 | $500-999m | Tier 3 |
| Tax-Managed Small/Mid Cap Fund | STMSX | SEI Investments Management Corporation | 0.36 | $500-999m | Tier 3 |
| Schwab Dividend Equity Fund | SWDSX | Charles Schwab Investment Management | 0.36 | $500-999m | Tier 3 |
| Blackrock Advantage Large Cap Value Fund | MDLVX | BlackRock Advisors | 0.36 | $500-999m | Tier 3 |
| Pace Large Co Value Equity Investments | PCLVX | UBS Global Asset Management (Americas) | 0.36 | $500-999m | Tier 3 |
| Pacer Trendpilot 100 ETF | PTNQ | Pacer Advisors | 0.35 | $500-999m | Tier 3 |
| Invesco Dynamic Large Cap Growth ETF | PWB | Invesco | 0.35 | $500-999m | Tier 3 |
| Blackrock Advantage Small Cap Growth Fund | PSGIX | BlackRock Advisors | 0.35 | $500-999m | Tier 3 |
| Invesco Energy Fund | IENSX | Invesco | 0.34 | $500-999m | Tier 3 |
| Massmutual Select Equity Opportunities Fund | MFVNX | MassMutual Financial Group | 0.33 | $500-999m | Tier 3 |
| Ishares North American Natural Resources ETF | IGE | BlackRock Advisors | 0.32 | $500-999m | Tier 3 |
| Ishares Morningstar Mid-Cap ETF | JKG | BlackRock Advisors | 0.31 | $500-999m | Tier 3 |
| JPMorgan Market Expansion Enhanced Index Fund | PGMIX | JPMorgan Asset Management | 0.29 | $500-999m | Tier 4 |
| Ishares Morningstar Value ETF | ILCV | BlackRock Advisors | 0.29 | $500-999m | Tier 4 |
| SPDR MSCI USA Strategicfactors ETF | QUS | State Street Global Advisors | 0.29 | $500-999m | Tier 4 |
| Massmutual Select T.Rowe Price Small And Mid Cap Blend Fund | MMBUX | MassMutual Financial Group | 0.28 | $500-999m | Tier 4 |
| Ishares Morningstar U.S. Equity ETF | ILCB | BlackRock Advisors | 0.28 | $500-999m | Tier 4 |
| Blackrock Strategic Global Bond Fund | MAWIX | BlackRock Advisors | 0.28 | $500-999m | Tier 4 |
| Delaware Growth And Income Fund | FGIPX | Delaware / Ivy | 0.25 | $500-999m | Tier 4 |
| Fidelity Blue Chip Value Fund | FBCVX | Fidelity | 0.23 | $500-999m | Tier 4 |
| Ishares Morningstar Large-Cap Value ETF | JKF | BlackRock Advisors | 0.23 | $500-999m | Tier 4 |
| Transamerica Janus Balanced VP | TRNSJBS | TransAmerica Funds | 0.22 | $500-999m | Tier 4 |
| SPDR SSGA US Large Cap Low Volatility Index ETF | LGLV | State Street Global Advisors | 0.22 | $500-999m | Tier 4 |
| Ishares Russell Top 200 ETF | IWL | BlackRock Advisors | 0.21 | $500-999m | Tier 4 |
| Eq/400 Managed Volatility Portfolio | EQ400MV | AXA Equitable Funds Management Group | 0.2 | $500-999m | Tier 4 |
| Global Growth Stock Fund | RPGEX | T. Rowe Price Associates | 0.19 | $500-999m | Tier 4 |
| Vip Value Portfolio | VFVALVV | Fidelity | 0.18 | $500-999m | Tier 4 |
| Janus Henderson Global Research Portfolio | JAWGX | Janus Henderson | 0.17 | $500-999m | Tier 4 |
| Puritan K6 Fund | FPKFX | Fidelity | 0.16 | $500-999m | Tier 4 |
| SPDR Sandp North American Natural Resources ETF | NANR | State Street Global Advisors | 0.15 | $500-999m | Tier 4 |
| NVIT Mellon Dynamic U.S. Equity Income Fund | Nationwide Fund Advisors | 0.15 | $500-999m | Tier 4 | |
| Vanguard US Value Factor ETF | VFVA | Vanguard Group | 0.14 | $500-999m | Tier 4 |
| Value Line Asset Allocation Fund | VLAIX | Value Line | 0.13 | $500-999m | Tier 4 |
| Fidelity Advisor Large Cap Fund | FLCJX | Fidelity | 0.12 | $500-999m | Tier 4 |
| Davenport Value & Income Fund (Dvipx) | DVIPX | Davenport & Company | 0.1 | $500-999m | Tier 4 |
| USAA Science & Technology Fund | USSCX | USAA Investment Management Company | 0.1 | $500-999m | Tier 4 |
| Fidelity Advisor Growth & Income Fund | FGIZX | Fidelity | 0.09 | $500-999m | Tier 4 |
| Fidelity Advisor Series Growth Opportunities Fund | FAOFX | Fidelity | 0.09 | $500-999m | Tier 4 |
| Fidelity Strategic Real Return Fund | FSIRX | Fidelity | 0.07 | $500-999m | Tier 4 |
| Sa U.S. Core Market Fund | SAMKX | Dimensional Fund Advisors | 0.06 | $500-999m | Tier 4 |
| SPDR S&P Global Infrastructure ETF | GII | State Street Global Advisors | 0.06 | $500-999m | Tier 4 |
| SPDR S&P Insurance ETF | KIE | State Street Global Advisors | 0.06 | $500-999m | Tier 4 |
| Blackrock Mid Cap Dividend Fund | MRRFX | BlackRock Advisors | 0.06 | $500-999m | Tier 4 |
| Hennessy Gas Utility Fund | GASFX | Hennessy Advisors | 0.05 | $500-999m | Tier 4 |
| Natixis U.S. Equity Opportunities Fund - Harris | NEFSX | Natixis Asset Management Advisors | 0.05 | $500-999m | Tier 4 |
| Fidelity Natural Resources Fund (Formerly Known As Select Natural Resources Portfolio) | FNARX | Fidelity | 0.05 | $500-999m | Tier 4 |
| Sterling Capital Special Opportunities Fund | STRSX | Sterling Capital Management | 0.04 | $500-999m | Tier 4 |
| Select Natural Resources Portfolio | FNARX | Fidelity | 0.04 | $500-999m | Tier 4 |
| Calamos Hedged Equity Fund | CIHEX | Calamos Asset Management | 0.02 | $500-999m | Tier 4 |
| Davenport Core Fund (Davpx) | DAVPX | Davenport & Company | 0.02 | $500-999m | Tier 4 |
| 2Y7L JH Multifactor Large Cap ETF | JHML | John Hancock Funds | 0.02 | $500-999m | Tier 4 |
| Sa U.S. Value Fund | SABTX | Dimensional Fund Advisors | 0.01 | $500-999m | Tier 4 |
| Fidelity Mid-Cap Stock K6 Fund | FNKFX | Fidelity | 0.01 | $500-999m | Tier 4 |
| BNY Mellon Worldwide Growth Fund | PGROX | The Dreyfus Corporation | 0.01 | $500-999m | Tier 4 |
| Calamos Strategic Total Return Fund | CSQ | Calamos Asset Management | 0 | $500-999m | Tier 4 |
| Aptus Collared Income Opportunity ETF | ACIO | Exchange Traded Concepts | 0 | $500-999m | Tier 4 |
| Select Financial Services Portfolio | FIDSX | Fidelity | 0 | $500-999m | Tier 4 |
| Select Brokerage And Investment Management Portfolio | FSLBX | Fidelity | 0 | $500-999m | Tier 4 |
| Fidelity Advisor Financial Services Fund | FIKBX | Fidelity | 0 | $500-999m | Tier 4 |
| Fidelity Advisor Utilities Fund | FUGCX | Fidelity | 0 | $500-999m | Tier 4 |
| Fidelity Telecom And Utilities Fund | FIUIX | Fidelity | 0 | $500-999m | Tier 4 |
| The Oakmark Global Select Fund | OAKWX | Harris Associates | 0 | $500-999m | Tier 4 |
| Davis Financial Fund | RPFGX | Davis Advisers | 0 | $500-999m | Tier 4 |
| Davis Global Fund | DGFAX | Davis Advisers | 0 | $500-999m | Tier 4 |
| Clipper Fund | CFIMX | Davis Advisers | 0 | $500-999m | Tier 4 |
| Ishares Transportation Average ETF | IYT | BlackRock Advisors | 0 | $500-999m | Tier 4 |
| Ishares U.S. Utilities ETF | IDU | BlackRock Advisors | 0 | $500-999m | Tier 4 |
| Marsico Focus Fund | MFOCX | Marsico Capital Management | 0 | $500-999m | Tier 4 |
| Frontier MFG Core Infrastructure Fund | FMGIX | Frontegra Asset Management | 0 | $500-999m | Tier 4 |
| Large Capital Growth Fund | VLCGX | Variable Annuity Life Insurance Company | 0 | $500-999m | Tier 4 |
| Mid Cap Value Fund | VMCVX | Variable Annuity Life Insurance Company | 0 | $500-999m | Tier 4 |
| Nasdaq-100(R) Index Fund | VCNIX | Variable Annuity Life Insurance Company | 0 | $500-999m | Tier 4 |
| 2X13 John Hancock Funds Financial Industries Fund | JFIFX | John Hancock Funds | 0 | $500-999m | Tier 4 |
| Mairs And Power Balanced Fund | MAPOX | Munder Capital Management | 0 | $500-999m | Tier 4 |
| Leuthold Core Investment Fund | LCRIX | Leuthold Weeden Capital Management | 0 | $500-999m | Tier 4 |
| Value Fund | WVAIX | Weitz Investment Management | 0 | $500-999m | Tier 4 |
| Aristotle Value Equity Fund | ARSQX | Investment Managers Series | 0 | $500-999m | Tier 4 |
| Templeton Global Balanced Fund | TZINX | Franklin Templeton | 1 | $100-499m | Tier 1 |
| William Blair Growth Fund | BGFIX | William Blair Capital Management | 1 | $100-499m | Tier 1 |
| Janus Henderson Global Income Managed Volatility Fund | JGGNX | Janus Henderson | 1 | $100-499m | Tier 1 |
| DWS Small Cap Index Vip (Formerly Deutsche Small Cap Index Vip) | VDSCIAV | Deutsche Asset Management | 1 | $100-499m | Tier 1 |
| DWS Croci U.S. Vip (Formerly Deutsche Croci U.S. Vip) | VDLCVAV | Deutsche Asset Management | 1 | $100-499m | Tier 1 |
| DWS Global Macro Fund | DBIWX | Deutsche Asset Management | 1 | $100-499m | Tier 1 |
| DWS Large Cap Focus Growth Fund | SGGCX | Deutsche Asset Management | 1 | $100-499m | Tier 1 |
| Eaton Vance Focused Value Opportunities Fund | EIFVX | Eaton Vance Management | 1 | $100-499m | Tier 1 |
| Parametric Dividend Income Fund | EIPDX | Eaton Vance Management | 1 | $100-499m | Tier 1 |
| Victory RS Science And Technology Fund | RSIFX | Victory Capital Management | 1 | $100-499m | Tier 1 |
| Bridgeway Aggressive Investors 1 | BRAGX | Bridgeway Capital Management | 1 | $100-499m | Tier 1 |
| First Trust Global Wind Energy ETF | FAN | First Trust Advisors | 1 | $100-499m | Tier 1 |
| Invesco Zacks Mid-Cap ETF | CZA | Invesco | 1 | $100-499m | Tier 1 |
| Proshares Ultra Midcap 400 | MVV | ProFund / ProShare | 1 | $100-499m | Tier 1 |
| 1919 Investment Counsel Variable Socially Responsive Balanced Fund | WBGGX | 1919 Investment Counsel | 1 | $100-499m | Tier 1 |
| Pimco Dividend And Income Fund | PQIIX | Allianz Global Investors | 1 | $100-499m | Tier 1 |
| Delaware Global Listed Real Assets Fund | DPRSX | Delaware / Ivy | 1 | $100-499m | Tier 1 |
| Praxis Value Index Fund | MVIAX | MMA Capital Management | 1 | $100-499m | Tier 1 |
| Praxis Growth Index Fund | MMDEX | MMA Capital Management | 1 | $100-499m | Tier 1 |
| 3368 Jhvit Global Trust | JEFGX | John Hancock Funds | 1 | $100-499m | Tier 1 |
| 3373 JH ESG Large Cap Core Fund | JHJAX | John Hancock Funds | 1 | $100-499m | Tier 1 |
| 3377 Jhfglobal Thematic Opportunities Fund | JTKIX | John Hancock Funds | 1 | $100-499m | Tier 1 |
| Guggenheim Capital Stewardship Fund | GFCIX | Guggenheim Investment Management | 1 | $100-499m | Tier 1 |
| American Beacon Bridgeway Large Cap Growth Fund | BRLGX | American Beacon Funds | 1 | $100-499m | Tier 1 |
| Alger Funds II - Alger Dynamic Opportunities Fund | SPEDX | Fred Alger Management | 1 | $100-499m | Tier 1 |
| Alger Capital Appreciation Portfolio | ALVOX | Fred Alger Management | 1 | $100-499m | Tier 1 |
| Alger Large Cap Growth Portfolio | AAGOX | Fred Alger Management | 1 | $100-499m | Tier 1 |
| Pax ESG Beta Quality Fund (Formerly Pax Growth Fund) | PXGAX | Pax World Management Corp | 1 | $100-499m | Tier 1 |
| QS Global Dividend Fund | LGDCX | Franklin Templeton | 1 | $100-499m | Tier 1 |
| QS Global Equity Fund | CFIPX | Franklin Templeton | 1 | $100-499m | Tier 1 |
| QS U.S. Large Cap Equity Fund | LMISX | Franklin Templeton | 1 | $100-499m | Tier 1 |
| US Quality ESG Fund | NUESX | Northern Trust | 1 | $100-499m | Tier 1 |
| Virtus Vontobel Global Opportunities Fund | NWWOX | Virtus Investment Advisers | 1 | $100-499m | Tier 1 |
| S&P Midcap Index Fund | SPMIX | Shelton Capital Management | 1 | $100-499m | Tier 1 |
| Knights Of Columbus Large Cap Growth Fund | KCGIX | Knights Of Columbus Asset Advisors | 1 | $100-499m | Tier 1 |
| Green Century Balanced Fund | GCBLX | Green Century Capital Management | 1 | $100-499m | Tier 1 |
| Green Century Equity Fund | GCEQX | Green Century Capital Management | 1 | $100-499m | Tier 1 |
| Victoryshares US Multi-Factor Minimum Volatility ETF | VSMV | Compass Efficient Model Portfolios | 1 | $100-499m | Tier 1 |
| Northern Lights Fund Trust IV - Inspire 100 ETF | BIBL | Main Management Fund Advisors | 1 | $100-499m | Tier 1 |
| Northern Lights Fund Trust IV - Inspire Global Hope ETF | BLES | Main Management Fund Advisors | 1 | $100-499m | Tier 1 |
| Pax U.S. Sustainable Economy Fund | PWGIX | Pax World Management Corp | 1 | $100-499m | Tier 1 |
| IQ Candriam ESG U.S. Equity ETF | IQSU | IQ Investment Advisors | 1 | $100-499m | Tier 1 |
| Virtus Allianz Global Investors Equity And Convertible Income Fund (fka Allianz Global Investors Equity And Convertible Income Fund) | NIE | Allianz Global Investors | 1 | $100-499m | Tier 1 |
| Northern US Quality ESG Fund | NUESX | Northern Trust | 1 | $100-499m | Tier 1 |
| Calvert U.S. Mid Cap Core Responsible Index Fund | CMJAX | Calvert Research And Management | 1 | $100-499m | Tier 1 |
| Victoryshares US Large Cap High Div Volatility WTD ETF | CDL | Compass Efficient Model Portfolios | 1 | $100-499m | Tier 1 |
| Wells Fargo Candb Large Cap Value Portfolio (Master Trust) | CBLSX | Wells Fargo Funds Management | 1 | $100-499m | Tier 1 |
| Delaware Total Return Fund | FITUX | Delaware / Ivy | 0.99 | $100-499m | Tier 1 |
| Invesco Global Focus Fund | GLVYX | Invesco | 0.99 | $100-499m | Tier 1 |
| Calvert Global Energy Solutions Fund | CGACX | Calvert Research And Management | 0.99 | $100-499m | Tier 1 |
| Calvert VP S&P 500 Index Portfolio | Calvert Research And Management | 0.99 | $100-499m | Tier 1 | |
| Flexshares(R) US Quality Large Cap Index Fund | QLC | Northern Trust | 0.99 | $100-499m | Tier 1 |
| AQR TM Large Cap Momentum Style Fund | QTMRX | Optique Capital Management | 0.99 | $100-499m | Tier 1 |
| USAA Cornerstone Aggressive Fund | UCAGX | USAA Investment Management Company | 0.99 | $100-499m | Tier 1 |
| USAA Cornerstone Moderately Conservative Fund | UCMCX | USAA Investment Management Company | 0.99 | $100-499m | Tier 1 |
| Consumer Products Fund | RYCIX | Guggenheim Investment Management | 0.99 | $100-499m | Tier 1 |
| Kinetics Internet Portfolio | WWWFX | Kinetics Asset Management | 0.99 | $100-499m | Tier 1 |
| USAA Global Managed Volatility Fund | UGOFX | USAA Investment Management Company | 0.99 | $100-499m | Tier 1 |
| Virtus Allianz Global Investors Global Allocation Fund (Formerly Allianz Global Investors Global Allocation Fund) | PALLX | Allianz Global Investors | 0.98 | $100-499m | Tier 1 |
| Massmutual Select Fundamental Value Fund | MFUFX | MassMutual Financial Group | 0.98 | $100-499m | Tier 1 |
| Victory RS Global Fund | RGGYX | Victory Capital Management | 0.98 | $100-499m | Tier 1 |
| Osterweis Capital Management Growth & Income Fund, Formerly Known As The Osterweis Capital Management Strategic Investment Fund | OSTVX | Osterweis Capital Management | 0.98 | $100-499m | Tier 1 |
| Victory Munder Multi-Cap Fund | MNNAX | Victory Capital Management | 0.98 | $100-499m | Tier 1 |
| Calvert U.S. Large Cap Growth Responsible Index Fund | CGJAX | Calvert Research And Management | 0.98 | $100-499m | Tier 1 |
| Tst Large Company Growth Fund | DSMLX | Touchstone Funds | 0.98 | $100-499m | Tier 1 |
| Invesco Sandp 500 (R) Equal Weight Consumer Discretionary ETF | RCD | Invesco | 0.98 | $100-499m | Tier 1 |
| Calvert VP Nasdaq 100 Index Portfolio | CN100II | Calvert Research And Management | 0.98 | $100-499m | Tier 1 |
| Victory Diversified Stock Fund | SRVEX | Victory Capital Management | 0.98 | $100-499m | Tier 1 |
| Allianz Global Investors Large-Cap Value Fund (Formerly Allianz Global Investors NFJ Large-Cap Value Fund) | ANVIX | Allianz Global Investors | 0.98 | $100-499m | Tier 1 |
| Virtus Dividend Interest And Premium Strategy Fund (fka Allianz Global Investors Dividend Interest And Premium Strategy Fund) | NFJ | Allianz Global Investors | 0.98 | $100-499m | Tier 1 |
| Clearbridge Large Cap Growth ESG ETF | LRGE | Franklin Templeton | 0.98 | $100-499m | Tier 1 |
| Mainstay VP Income Builder Portfolio | VMSTRSV | New York Life Investment Management | 0.98 | $100-499m | Tier 1 |
| Shelton Core Value Fund | EQTIX | Shelton Capital Management | 0.98 | $100-499m | Tier 1 |
| Catholic Values Equity Fund | CAVYX | SEI Investments Management Corporation | 0.98 | $100-499m | Tier 1 |
| Virtus Rampart Equity Trend Fund | VRPAX | Virtus Investment Advisers | 0.97 | $100-499m | Tier 1 |
| Virtus Rampart Sector Trend Fund | VARIX | Virtus Investment Advisers | 0.97 | $100-499m | Tier 1 |
| AQR Alternative Risk Premia Fund | QRPRX | Optique Capital Management | 0.97 | $100-499m | Tier 1 |
| First Trust Dow 30 Equal Weight ETF | EDOW | First Trust Advisors | 0.97 | $100-499m | Tier 1 |
| Proshares Ultra Dow 30 | DDM | ProFund / ProShare | 0.97 | $100-499m | Tier 1 |
| Aristotle Core Equity Fund | ARSLX | Investment Managers Series | 0.97 | $100-499m | Tier 1 |
| Strategic Equity Portfolio | GTCEX | Glenmede Investment Management | 0.97 | $100-499m | Tier 1 |
| Invesco Nasdaq Internet ETF | PNQI | Invesco | 0.97 | $100-499m | Tier 1 |
| Core Alternative ETF | CCOR | Active Weighting Advisors | 0.97 | $100-499m | Tier 1 |
| UBS US Dividend Ruler Fund | DVRUX | UBS Global Asset Management (Americas) | 0.97 | $100-499m | Tier 1 |
| Hilton Tactical Income Fund | HCYIX | Rafferty Asset Management | 0.97 | $100-499m | Tier 1 |
| Invesco Global Growth Fund | AGGFX | Invesco | 0.97 | $100-499m | Tier 1 |
| Alliancebernstein Global Risk Allocation Fund | CABBX | AllianceBernstein | 0.97 | $100-499m | Tier 1 |
| Wells Fargo Utility And Telecommunications Fund | EVUDX | Wells Fargo Funds Management | 0.97 | $100-499m | Tier 1 |
| American Beacon Stephens Mid-Cap Growth Fund | SFMRX | American Beacon Funds | 0.97 | $100-499m | Tier 1 |
| Victory RS Growth Fund | RSGRX | Victory Capital Management | 0.97 | $100-499m | Tier 1 |
| Wells Fargo Diversified Income Builder Fund | EKSRX | Wells Fargo Funds Management | 0.97 | $100-499m | Tier 1 |
| Pear Tree Quality Fund | QGIAX | Pear Tree Advisors | 0.96 | $100-499m | Tier 1 |
| First Trust Multi Cap Growth Alphadex(R) Fund | FAD | First Trust Advisors | 0.96 | $100-499m | Tier 1 |
| Vaughan Nelson Select Fund | VNSNX | Natixis Asset Management Advisors | 0.96 | $100-499m | Tier 1 |
| 6 Meridian Hedged Equity-Index Option ETF | SIXH | Exchange Traded Concepts | 0.96 | $100-499m | Tier 1 |
| 6 Meridian Mega Cap Equity ETF | SIXA | Exchange Traded Concepts | 0.96 | $100-499m | Tier 1 |
| Multi-Asset Diversified Income Index Fund | MDIV | First Trust Advisors | 0.96 | $100-499m | Tier 1 |
| 2X1C Jhvit Strategic Equity Allocation Trust | John Hancock Funds | 0.96 | $100-499m | Tier 1 | |
| Virtus Rampart Enhanced Core Equity Fund | PXIIX | Virtus Investment Advisers | 0.96 | $100-499m | Tier 1 |
| Boston Trust Walden Equity Fund | WSEFX | 1st Source Corporation Investment Advisers | 0.96 | $100-499m | Tier 1 |
| Barrons 400 ETF | BFOR | Alps Advisers | 0.96 | $100-499m | Tier 1 |
| Calvert VP Sri Balanced Portfolio | Calvert Research And Management | 0.96 | $100-499m | Tier 1 | |
| Walden Balanced Fund | WSBFX | 1st Source Corporation Investment Advisers | 0.96 | $100-499m | Tier 1 |
| Walden Equity Fund | WSEFX | 1st Source Corporation Investment Advisers | 0.96 | $100-499m | Tier 1 |
| Victory Munder Mid-Cap Core Growth Fund | MGOAX | Victory Capital Management | 0.96 | $100-499m | Tier 1 |
| MFS Low Volatility Global Equity Fund | MVGNX | Massachusetts Financial Services Company | 0.96 | $100-499m | Tier 1 |
| Goldman Sachs Variable Insurance Trust - Goldman Sachs Large Cap Value Fund | GSLIX | Goldman Sachs Asset Management (US) | 0.96 | $100-499m | Tier 1 |
| The Golden Rainbow/A James Advised Mutual Fund | GLRIX | James Advantage Funds | 0.96 | $100-499m | Tier 1 |
| Nuveen Large Cap Value Fund | NNGAX | Nuveen Asset Management | 0.96 | $100-499m | Tier 1 |
| Gateway Equity Call Premium Fund | GCPNX | Natixis Asset Management Advisors | 0.95 | $100-499m | Tier 1 |
| 1290 VT Smartbeta Equity Portfolio | AXA Equitable Funds Management Group | 0.95 | $100-499m | Tier 1 | |
| BNY Mellon Active Midcap Fund | DNLDX | The Dreyfus Corporation | 0.95 | $100-499m | Tier 1 |
| Nicholas Equity Income Fund | NSEIX | Nicholas Company | 0.95 | $100-499m | Tier 1 |
| Boston Trust Walden Balanced Fund | WSBFX | 1st Source Corporation Investment Advisers | 0.95 | $100-499m | Tier 1 |
| Principal Diversified Select Real Asset Fund | PDSRX | DDJ Capital Management | 0.95 | $100-499m | Tier 1 |
| Nuveen Large Cap Growth Fund | NLAFX | Nuveen Asset Management | 0.95 | $100-499m | Tier 1 |
| Nationwide Risk-Based U.S. Equity ETF | RBUS | Exchange Traded Concepts | 0.95 | $100-499m | Tier 1 |
| Clearbridge Variable Large Cap Growth Portfolio | LVLGX | Franklin Templeton | 0.95 | $100-499m | Tier 1 |
| First Trust Nasdaq Artificial Intelligence And Robotics ETF | ROBT | First Trust Advisors | 0.95 | $100-499m | Tier 1 |
| Baron Fifth Avenue Growth Fund | BFTHX | Bamco | 0.95 | $100-499m | Tier 1 |
| Chautauqua Global Growth Fund | CCGSX | Robert W. Baird & Co. | 0.95 | $100-499m | Tier 1 |
| Northern Large Cap Core Fund | NOLCX | Northern Trust | 0.95 | $100-499m | Tier 1 |
| Massmutual Select Mid-Cap Value Fund | MLUFX | MassMutual Financial Group | 0.95 | $100-499m | Tier 1 |
| Wesmark Balanced Fund | WMBLX | Wesbanco Investment Department | 0.95 | $100-499m | Tier 1 |
| TCW Relative Value Dividend Appreciation Fund | TGKDX | TCW Asset Management Co | 0.95 | $100-499m | Tier 1 |
| AQR TM Large Cap Multi-Style Fund | QTLRX | Optique Capital Management | 0.95 | $100-499m | Tier 1 |
| Horizon Defensive Multi-Factor Fund | USRIX | Horizon Investments | 0.95 | $100-499m | Tier 1 |
| Flexshares(R) Quality Dividend Defensive Index Fund | QDEF | Northern Trust | 0.95 | $100-499m | Tier 1 |
| LKCM Balanced Fund | LKBAX | Luther King Capital Management Corporation | 0.95 | $100-499m | Tier 1 |
| Hotchkis And Wiley Value Opportunities Fund | HWAZX | Hotchkis & Wiley Capital Management | 0.95 | $100-499m | Tier 1 |
| Symmetry Panoramic Global Equity Fund | SPGEX | Symmetry Partners | 0.95 | $100-499m | Tier 1 |
| MFS Equity Income Fund | EQNVX | Massachusetts Financial Services Company | 0.95 | $100-499m | Tier 1 |
| Alliancebernstein Value Fund | ABVAX | AllianceBernstein | 0.95 | $100-499m | Tier 1 |
| Pinebridge Dynamic Asset Allocation Fund | PDAVX | SEI Investments Management Corporation | 0.95 | $100-499m | Tier 1 |
| Brookfield Global Listed Infrastructure Fund | BGLCX | Brookfield Investment Management | 0.95 | $100-499m | Tier 1 |
| Brookfield Real Assets Income Fund | RA | Brookfield Investment Management | 0.95 | $100-499m | Tier 1 |
| Proshares Ultra Technology | ROM | ProFund / ProShare | 0.95 | $100-499m | Tier 1 |
| Mainstay Balanced Fund | MBERX | New York Life Investment Management | 0.95 | $100-499m | Tier 1 |
| Victory RS Large Cap Alpha Fund | RCEYX | Victory Capital Management | 0.94 | $100-499m | Tier 1 |
| Small Cap Growth Fund | SPWIX | SEI Investments Management Corporation | 0.94 | $100-499m | Tier 1 |
| Pioneer Flexible Opportunities Fund | FLEKX | Pioneer Investments | 0.94 | $100-499m | Tier 1 |
| BMO Dividend Income Fund | BADIX | M&I Investment Management Corp | 0.94 | $100-499m | Tier 1 |
| LKCM Equity Fund | LKEAX | Luther King Capital Management Corporation | 0.94 | $100-499m | Tier 1 |
| White Oak Select Growth Stock Fund | WOGSX | Oak Associates | 0.94 | $100-499m | Tier 1 |
| The 3D Printing ETF | PRNT | Ark Investment Management | 0.94 | $100-499m | Tier 1 |
| Ultranasdaq - 100 Profund | UOPSX | ProFund / ProShare | 0.94 | $100-499m | Tier 1 |
| Monthly Rebalance Nasdaq 100 2X Strategy Fund | RMQAX | Guggenheim Investment Management | 0.94 | $100-499m | Tier 1 |
| Nasdaq-100(R) 2X Strategy Fund | RYVLX | Guggenheim Investment Management | 0.94 | $100-499m | Tier 1 |
| Global Multi-Strategy Fund | PGLSX | Principal Management Corporation | 0.94 | $100-499m | Tier 1 |
| Clearbridge All Cap Growth ETF | CACG | Franklin Templeton | 0.94 | $100-499m | Tier 1 |
| Delaware Select Growth Fund | DVEAX | Delaware / Ivy | 0.94 | $100-499m | Tier 1 |
| Gotham Enhanced 500 ETF | GSPY | Toroso Investments | 0.94 | $100-499m | Tier 1 |
| Allianz Global Investors Equity & Convertible Income Fund | NIE | Allianz Global Investors | 0.94 | $100-499m | Tier 1 |
| Allianz Global Investors Diverified Income And Convertible Fund | acv | Allianz Global Investors | 0.94 | $100-499m | Tier 1 |
| First Trust Nasdaq-100 Ex-Technology Sector Index Fund | QQXT | First Trust Advisors | 0.94 | $100-499m | Tier 1 |
| First Trust Utilities Alphadex(R) Fund | FXU | First Trust Advisors | 0.94 | $100-499m | Tier 1 |
| Northern Income Equity Fund | NOIEX | Northern Trust | 0.94 | $100-499m | Tier 1 |
| EIP Growth And Income Fund | EIPIX | Energy Income Partners | 0.94 | $100-499m | Tier 1 |
| Pimco Energy And Tactical Credit Opportunities Fund | NRGX | PIMCO | 0.94 | $100-499m | Tier 1 |
| Wilmington Global Alpha Equities Fund | WRAAX | MTB Investment Advisors | 0.93 | $100-499m | Tier 1 |
| Delaware Strategic Allocation Fund (F/K/A Delaware Foundation Moderate Allocation Fund) | DFBAX | Delaware / Ivy | 0.93 | $100-499m | Tier 1 |
| Jackson Square Large-Cap Growth Fund | DPLGX | Jackson Square | 0.93 | $100-499m | Tier 1 |
| Flexshares US Quality Low Volatility Index Fund | QLV | Northern Trust | 0.93 | $100-499m | Tier 1 |
| Invesco Sandp 500 (R) Equal Weight Industrials ETF | RGI | Invesco | 0.93 | $100-499m | Tier 1 |
| Red Oak Technology Select Fund | ROGSX | Oak Associates | 0.93 | $100-499m | Tier 1 |
| Massmutual Diversified Value Fund | MDVSX | MassMutual Financial Group | 0.93 | $100-499m | Tier 1 |
| Fulcrum Asset Management Diversified Absolute Return Fund | FARIX | Fulcrum Asset Management | 0.93 | $100-499m | Tier 1 |
| Virtus NFJ Large-Cap Value Fund (Formerly Allianz Global Investors Large-Cap Value Fund) | ANVIX | Allianz Global Investors | 0.93 | $100-499m | Tier 1 |
| Weiss Alternative Balanced Risk Fund | WEIZX | Weiss Multi-Strategy Advisers | 0.93 | $100-499m | Tier 1 |
| Delaware Wealth Builder Fund (F/K/A Delaware Dividend Income Fund) | DDIIX | Delaware / Ivy | 0.93 | $100-499m | Tier 1 |
| MFS Variable Insurance Trust II - MFS Massachusetts Investors Growth Stock Portfolio | Massachusetts Financial Services Company | 0.93 | $100-499m | Tier 1 | |
| Nuveen Global Infrastructure Fund | FGIWX | Nuveen Asset Management | 0.92 | $100-499m | Tier 1 |
| Thrivent All Cap Portfolio | QTACPX | Thrivent Investment Management | 0.92 | $100-499m | Tier 1 |
| Ab All Market Total Return Portfolio(F/K/A Ab Balanced Wealth Strategy) | ABWYX | AllianceBernstein | 0.92 | $100-499m | Tier 1 |
| MFS Blended Research Growth Equity Fund | BRWVX | Massachusetts Financial Services Company | 0.92 | $100-499m | Tier 1 |
| Pioneer Disciplined Value Fund | CVFCX | Pioneer Investments | 0.92 | $100-499m | Tier 1 |
| Credit Suisse Multialternative Strategy Fund | CSQIX | Credit Suisse Asset Management | 0.92 | $100-499m | Tier 1 |
| Ab Conservative Wealth Strategy | ABPYX | AllianceBernstein | 0.92 | $100-499m | Tier 1 |
| Victory Integrity Mid Cap Value Fund | MRIMX | Victory Capital Management | 0.91 | $100-499m | Tier 1 |
| NVIT Multi-Manager Large Cap Value Fund | Nationwide Fund Advisors | 0.91 | $100-499m | Tier 1 | |
| Clearbridge Sustainability Leaders Fund | CLSUX | Franklin Templeton | 0.91 | $100-499m | Tier 1 |
| Morgan Stanley Institutional Fund - US Core Portfolio | MUOIX | Morgan Stanley Investment Management | 0.91 | $100-499m | Tier 1 |
| Goldman Sachs Concentrated Growth Fund | GACPX | Goldman Sachs Asset Management (US) | 0.91 | $100-499m | Tier 1 |
| World Select Equity Fund | SWSAX | SEI Investments Management Corporation | 0.91 | $100-499m | Tier 1 |
| Guggenheim Directional Allocation Fund | TVRTX | Guggenheim Investment Management | 0.91 | $100-499m | Tier 1 |
| The Tocqueville Fund | TOCQX | Tocqueville Asset Management | 0.91 | $100-499m | Tier 1 |
| Oshaughnessy Market Leaders Value Fund | OFVIX | O'Shaughnessy Asset Management | 0.9 | $100-499m | Tier 1 |
| Wasatch Global Value Fund | FMIEX | Wasatch Advisors | 0.9 | $100-499m | Tier 1 |
| Invesco Low Volatility Equity Yield Fund | SCAUX | Invesco | 0.9 | $100-499m | Tier 1 |
| Brandywineglobal - Diversified US Large Cap Value Fund | LBWAX | Franklin Templeton | 0.9 | $100-499m | Tier 1 |
| Pimco RAFI Dynamic Multi-Factor U.S. Equity ETF | MFUS | Allianz Global Investors | 0.9 | $100-499m | Tier 1 |
| Pioneer Balanced ESG Fund | AOBLX | Pioneer Investments | 0.9 | $100-499m | Tier 1 |
| Port Street Quality Growth Fund | PSQGX | Port Street | 0.9 | $100-499m | Tier 1 |
| Invesco V.I. Technology Fund | VATCS1V | Invesco | 0.9 | $100-499m | Tier 1 |
| BNY Mellon Income Stock Fund | MPISX | BNY Mellon | 0.9 | $100-499m | Tier 1 |
| Pace Alternative Strategies Investments | PASIX | UBS Global Asset Management (Americas) | 0.9 | $100-499m | Tier 1 |
| American Century Stoxx U.S. Quality Growth ETF | QGRO | American Century Investment Management | 0.9 | $100-499m | Tier 1 |
| Engine No. 1 Transform 500 ETF | VOTE | Engine No. 1 | 0.89 | $100-499m | Tier 1 |
| First Trust Consumer Discretionary Alphadex(R) Fund | FXD | First Trust Advisors | 0.89 | $100-499m | Tier 1 |
| Goldman Sachs Variable Insurance Trust - Goldman Sachs Strategic Growth Fund | GSVSGRO | Goldman Sachs Asset Management (US) | 0.89 | $100-499m | Tier 1 |
| Nuveen Large Cap Core Fund | NLCDX | Nuveen Asset Management | 0.89 | $100-499m | Tier 1 |
| Victory S & P 500 Index Fund | MUXAX | Victory Capital Management | 0.89 | $100-499m | Tier 1 |
| Avantis U.S. Equity | AVUSX | American Century Investment Management | 0.89 | $100-499m | Tier 1 |
| Massmutual Premier Disciplined Growth Fund | MPGSX | MassMutual Financial Group | 0.89 | $100-499m | Tier 1 |
| Xtrackers MSCI Kokusai Equity ETF | KOKU | DBX Strategic Advisors | 0.89 | $100-499m | Tier 2 |
| Mid-Cap Growth Portfolio | T. Rowe Price Associates | 0.88 | $100-499m | Tier 2 | |
| Goldman Sachs Strategic Growth Fund | GGRAX | Goldman Sachs Asset Management (US) | 0.88 | $100-499m | Tier 2 |
| Invesco Global Infrastructure Fund | GIZSX | Invesco | 0.88 | $100-499m | Tier 2 |
| 2Y68 Jhfii Fundamental All Cap Core Fund | JFCAX | John Hancock Funds | 0.88 | $100-499m | Tier 2 |
| Edgar Lomax Value Fund | LOMAX | Edgar Lomax | 0.88 | $100-499m | Tier 2 |
| Alliancebernstein Core Opportunities Fund | ADGIX | AllianceBernstein | 0.88 | $100-499m | Tier 2 |
| NVIT Small Cap Index Fund | VNSCIYV | Nationwide Fund Advisors | 0.88 | $100-499m | Tier 2 |
| AMG Montrusco Bolton Large Cap Growth Fund | MCGFX | Managers Investment Group | 0.88 | $100-499m | Tier 2 |
| Invesco Dynamic Food And Beverage ETF | PBJ | Invesco | 0.88 | $100-499m | Tier 2 |
| Wells Fargo Endeavor Select Fund | STAEX | Wells Fargo Funds Management | 0.88 | $100-499m | Tier 2 |
| BNY Mellon Balanced Opportunity Fund | DBOAX | The Dreyfus Corporation | 0.88 | $100-499m | Tier 2 |
| Clearbridge Tactical Dividend Income Fund | LBDAX | Franklin Templeton | 0.87 | $100-499m | Tier 2 |
| Columbia Disciplined Growth Fund | CLQZX | Columbia Threadneedle | 0.87 | $100-499m | Tier 2 |
| MFS Variable Insurance Trust II - MFS Core Equity Portfolio | MFCEPIC | Massachusetts Financial Services Company | 0.87 | $100-499m | Tier 2 |
| MFS Variable Insurance Trust III - MFS Mid Cap Value Portfolio | SCGMX | Massachusetts Financial Services Company | 0.87 | $100-499m | Tier 2 |
| Select Insurance Portfolio | FSPCX | Fidelity | 0.86 | $100-499m | Tier 2 |
| VP Ultra | AVPUX | American Century Investment Management | 0.86 | $100-499m | Tier 2 |
| Alger Growth & Income Fund | ALBAX | Fred Alger Management | 0.86 | $100-499m | Tier 2 |
| DWS ESG Core Equity Fund | MIDTX | Deutsche Asset Management | 0.86 | $100-499m | Tier 2 |
| Horizon ESG Defensive Core Fund | HESAX | Horizon Investments | 0.86 | $100-499m | Tier 2 |
| Bridgeway Blue Chip Fund | BRLIX | Bridgeway Capital Management | 0.86 | $100-499m | Tier 2 |
| American Century Focused Large Cap Value ETF | FLV | American Century Investment Management | 0.86 | $100-499m | Tier 2 |
| AQR Multi-Asset Fund | AQRRX | Optique Capital Management | 0.86 | $100-499m | Tier 2 |
| Flexshares Stoxx US ESG Select Index Fund | ESG | Northern Trust | 0.86 | $100-499m | Tier 2 |
| Eaton Vance Growth Fund | ELCRX | Eaton Vance Management | 0.85 | $100-499m | Tier 2 |
| Invesco Sandp 500 Momentum ETF | SPMO | Invesco | 0.85 | $100-499m | Tier 2 |
| The North Country Funds - Equity Growth Fund | NCEGX | North Country Investment Advisers | 0.85 | $100-499m | Tier 2 |
| Flexshares Stoxx Global ESG Select Index Fund | ESGG | Northern Trust | 0.85 | $100-499m | Tier 2 |
| Goldman Sachs Large Cap Value Fund | GMYPX | Goldman Sachs Asset Management (US) | 0.85 | $100-499m | Tier 2 |
| Boston Trust Equity Fund | BTEFX | 1st Source Corporation Investment Advisers | 0.85 | $100-499m | Tier 2 |
| Sustainable Equity | ESGA | American Century Investment Management | 0.85 | $100-499m | Tier 2 |
| Wesmark Growth Fund | WMKGX | Wesbanco Investment Department | 0.85 | $100-499m | Tier 2 |
| SPDR S&P Transportation ETF | XTN | State Street Global Advisors | 0.84 | $100-499m | Tier 2 |
| MFS Variable Insurance Trust II - MFS Global Tactical Allocation Portfolio | Massachusetts Financial Services Company | 0.84 | $100-499m | Tier 2 | |
| Invesco Sandp Midcap 400 (R) Equal Weight ETF | EWMC | Invesco | 0.84 | $100-499m | Tier 2 |
| Universal Institutional Funds, - Global Strategist Portfolio | MABIX | Morgan Stanley Investment Management | 0.84 | $100-499m | Tier 2 |
| Invesco Sandp 500 (R) Equal Weight Financials ETF | RYF | Invesco | 0.84 | $100-499m | Tier 2 |
| Wilmington Large-Cap Strategy Fund | WMLIX | MTB Investment Advisors | 0.84 | $100-499m | Tier 2 |
| S&P 500 2X Strategy Fund | RYTTX | Guggenheim Investment Management | 0.84 | $100-499m | Tier 2 |
| S&P 500 Fund | RYSOX | Guggenheim Investment Management | 0.84 | $100-499m | Tier 2 |
| Deutsche DWS Institutional Funds-Deutsche DWS Equity 500 Index Portfolio | BTIRX | Deutsche Asset Management | 0.84 | $100-499m | Tier 2 |
| QS S&P 500 Index Fund | SBSPX | Franklin Templeton | 0.84 | $100-499m | Tier 2 |
| S&P 500 Index Fund | SPFIX | Shelton Capital Management | 0.84 | $100-499m | Tier 2 |
| Virtus KAR Capital Growth Series (FKA Virtus Capital Growth Series) | VIRTGRA | Virtus Investment Advisers | 0.84 | $100-499m | Tier 2 |
| Virtus KAR Capital Growth Fund | VCGRX | Virtus Investment Advisers | 0.84 | $100-499m | Tier 2 |
| Goldman Sachs Equity Income Fund | GSIIX | Goldman Sachs Asset Management (US) | 0.83 | $100-499m | Tier 2 |
| Wells Fargo Large Cap Core Fund | EGOHX | Wells Fargo Funds Management | 0.83 | $100-499m | Tier 2 |
| Nuveen Equity Long/Short Fund | NELIX | Nuveen Asset Management | 0.83 | $100-499m | Tier 2 |
| Federated Hermes Global Allocation Fund (Formerly, Federated Global Allocation Fund) | SBFIX | Federated Hermes | 0.83 | $100-499m | Tier 2 |
| BNY Mellon Sustainable U.S. Equity Fund | DTCAX | The Dreyfus Corporation | 0.83 | $100-499m | Tier 2 |
| Thrivent Opportunity Income Plus Portfolio | QTOIPX | Thrivent Investment Management | 0.83 | $100-499m | Tier 2 |
| Xtrackers Russell 1000 Comprehensive Factor ETF | DEUS | DBX Strategic Advisors | 0.83 | $100-499m | Tier 2 |
| First Trust Lunt U.S. Factor Rotation ETF | FCTR | First Trust Advisors | 0.83 | $100-499m | Tier 2 |
| Columbia Disciplined Value Fund | CVQZX | Columbia Threadneedle | 0.83 | $100-499m | Tier 2 |
| VP Disciplined Core Value | AVGIX | American Century Investment Management | 0.82 | $100-499m | Tier 2 |
| TIAA-CREF Life Growth And Income Fund | TLGWX | TIAA-CREF Asset Management | 0.82 | $100-499m | Tier 2 |
| TIAA-CREF Life Growth Equity Fund | TLGQX | TIAA-CREF Asset Management | 0.82 | $100-499m | Tier 2 |
| Invesco Global Core Equity Fund | AWSSX | Invesco | 0.82 | $100-499m | Tier 2 |
| Proshares Large Cap Core Plus | CSM | ProFund / ProShare | 0.82 | $100-499m | Tier 2 |
| Sit Dividend Growth Fund (Series G) | SDVGX | Sit Investment Associates | 0.82 | $100-499m | Tier 2 |
| Balanced Fund | BLNIX | Meeder Asset Management | 0.82 | $100-499m | Tier 2 |
| AQR Global Equity Fund | AQGRX | Optique Capital Management | 0.82 | $100-499m | Tier 2 |
| Invesco DWA Consumer Staples Momentum ETF | PSL | Invesco | 0.82 | $100-499m | Tier 2 |
| ASG Global Alternatives Fund | GAFAX | Natixis Asset Management Advisors | 0.82 | $100-499m | Tier 2 |
| Transamerica Large Value Opportunities | TLORX | TransAmerica Funds | 0.82 | $100-499m | Tier 2 |
| Transamerica Large Core | TLARX | TransAmerica Funds | 0.82 | $100-499m | Tier 2 |
| Westfield Capital Dividend Growth Fund | WCDGX | Westfield Capital | 0.82 | $100-499m | Tier 2 |
| Artisan Global Equity Fund | ARTHX | Artisan Partners | 0.81 | $100-499m | Tier 2 |
| Transamerica Madison Diversified Income VP | TRNSMDI | TransAmerica Funds | 0.81 | $100-499m | Tier 2 |
| Sit Large Cap Growth Fund | SNIGX | Sit Investment Associates | 0.81 | $100-499m | Tier 2 |
| First Trust Multi Cap Value Alphadex Fund | FAB | First Trust Advisors | 0.81 | $100-499m | Tier 2 |
| Morgan Stanley Institutional Fund Trust Global Strategist Portfolio | MPBAX | Morgan Stanley Investment Management | 0.81 | $100-499m | Tier 2 |
| American Century Stoxx U.S. Quality Value ETF | VALQ | American Century Investment Management | 0.81 | $100-499m | Tier 2 |
| Proshares Ultra Oil & Gas | DIG | ProFund / ProShare | 0.8 | $100-499m | Tier 2 |
| Energy Fund | RYEIX | Guggenheim Investment Management | 0.8 | $100-499m | Tier 2 |
| Guggenheim Styleplus - Large Core Fund | SFEPX | Guggenheim Investment Management | 0.8 | $100-499m | Tier 2 |
| Series A - Styleplus - Large Core Series | VSBAEQV | Guggenheim Investment Management | 0.8 | $100-499m | Tier 2 |
| Franklin Libertyq U.S. Mid Cap Equity ETF | FLQM | Franklin Templeton | 0.8 | $100-499m | Tier 2 |
| Dynamic Allocation Fund | DYGIX | Meeder Asset Management | 0.8 | $100-499m | Tier 2 |
| Conservative Allocation Fund | IFAIX | Meeder Asset Management | 0.8 | $100-499m | Tier 2 |
| Moderate Allocation Fund | DVOIX | Meeder Asset Management | 0.8 | $100-499m | Tier 2 |
| Goldman Sachs Innovate Equity ETF | GINN | Goldman Sachs Asset Management (US) | 0.8 | $100-499m | Tier 2 |
| JPMorgan U.S. Sustainable Leaders Fund | JIISX | JPMorgan Asset Management | 0.79 | $100-499m | Tier 2 |
| Mainstay VP Balanced Portfolio | VMSBASV | New York Life Investment Management | 0.79 | $100-499m | Tier 2 |
| Spectrum Fund | SRUIX | Meeder Asset Management | 0.79 | $100-499m | Tier 2 |
| Cambiar Opportunity Fund | CAMWX | Cambiar Investors | 0.79 | $100-499m | Tier 2 |
| TCW Relative Value Large Cap Fund | TGDVX | TCW Asset Management Co | 0.79 | $100-499m | Tier 2 |
| Clearbridge Variable Large Cap Value Portfolio | QLMVIX | Franklin Templeton | 0.79 | $100-499m | Tier 2 |
| AMG Veritas Global Real Return Fund | BLUEX | Managers Investment Group | 0.79 | $100-499m | Tier 2 |
| Ric Multi-Strategy Income Fund | RMYAX | Russell Investment Group | 0.79 | $100-499m | Tier 2 |
| Guidemark Large Cap Core Fund | GILGX | Assetmark Investment Services | 0.78 | $100-499m | Tier 2 |
| MFS Variable Insurance Trust II - MFS Blended Research Core Equity Portfolio | MFSBRCI | Massachusetts Financial Services Company | 0.78 | $100-499m | Tier 2 |
| Nuveen ESG International Developed Markets Equity ETF | NUDM | Nuveen Asset Management | 0.78 | $100-499m | Tier 2 |
| NVIT Multi-Manager Mid Cap Value Fund | VNMCV2V | Nationwide Fund Advisors | 0.78 | $100-499m | Tier 2 |
| Tst Value Fund | TVLIX | Touchstone Funds | 0.78 | $100-499m | Tier 2 |
| Large Company Growth Portfolio | WLCGX | Wilshire Associates Incorporated | 0.77 | $100-499m | Tier 2 |
| UBS U.S. Allocation Fund | PWTAX | UBS Global Asset Management (Americas) | 0.77 | $100-499m | Tier 2 |
| MFS Blended Research Mid Cap Equity Fund | BMSSX | Massachusetts Financial Services Company | 0.77 | $100-499m | Tier 2 |
| Invesco Oppenheimer Fundamental Alternatives Fund | QVOPX | Invesco | 0.77 | $100-499m | Tier 2 |
| VY Columbia Contrarian Core Portfolio | ISBAX | Voya Investment Management | 0.77 | $100-499m | Tier 2 |
| VP Large Company Value | AVVIX | American Century Investment Management | 0.77 | $100-499m | Tier 2 |
| Multi-Manager Directional Alternative Strategies Fund | CDAZX | Columbia Threadneedle | 0.77 | $100-499m | Tier 2 |
| Series B (Large Cap Value Series) | VSBBLCV | Guggenheim Investment Management | 0.76 | $100-499m | Tier 2 |
| Clearbridge Variable Dividend Strategy Portfolio | QLMEIX | Franklin Templeton | 0.76 | $100-499m | Tier 2 |
| Massmutual Balanced Fund | MBLDX | MassMutual Financial Group | 0.76 | $100-499m | Tier 2 |
| Shelton Equity Income Fund | EQTIX | Shelton Capital Management | 0.76 | $100-499m | Tier 2 |
| MFS Global Alternative Strategy Fund | DVRLX | Massachusetts Financial Services Company | 0.76 | $100-499m | Tier 2 |
| MFS Blended Research Value Equity Fund | BRUNX | Massachusetts Financial Services Company | 0.75 | $100-499m | Tier 2 |
| Wisdomtree U.S. Multifactor Fund | USMF | WisdomTree Asset Management | 0.75 | $100-499m | Tier 2 |
| Columbia Global Opportunities Fund | CLNRX | Columbia Threadneedle | 0.75 | $100-499m | Tier 2 |
| Neuberger Berman Absolute Return Multi-Manager Fund | NRABX | Neuberger Berman | 0.74 | $100-499m | Tier 2 |
| Pioneer Fund VCT Portfolio | VPIFD1V | Pioneer Investments | 0.74 | $100-499m | Tier 2 |
| Ric Sustainable Equity Fund | REQAX | Russell Investment Group | 0.74 | $100-499m | Tier 2 |
| Brandywineglobal - Dynamic US Large Cap Value Fund | LMDFX | Franklin Templeton | 0.74 | $100-499m | Tier 2 |
| Ishares ESG Screened Sandp 500 ETF | XVV | BlackRock Advisors | 0.74 | $100-499m | Tier 2 |
| UBS Global Allocation Fund | BNGLX | UBS Global Asset Management (Americas) | 0.74 | $100-499m | Tier 2 |
| Transamerica Large Growth | TGWFX | TransAmerica Funds | 0.73 | $100-499m | Tier 2 |
| Massmutual Premier Balanced Fund | MBLDX | MassMutual Financial Group | 0.73 | $100-499m | Tier 2 |
| RBC Global Opportunities Fund | RGOIX | Voyageur Asset Management | 0.73 | $100-499m | Tier 2 |
| Massmutual Disciplined Growth Fund | DEIGX | MassMutual Financial Group | 0.72 | $100-499m | Tier 2 |
| UBS US Quality Growth At Reasonable Price Fund | QGRPX | UBS Global Asset Management (Americas) | 0.72 | $100-499m | Tier 2 |
| Thrivent Balanced Income Plus Portfolio | AABFX | Thrivent Investment Management | 0.72 | $100-499m | Tier 2 |
| Columbia Large Cap Enhanced Core Fund | NMIMX | Columbia Threadneedle | 0.72 | $100-499m | Tier 2 |
| Massmutual Select Equity Asset Fund | MSEJX | MassMutual Financial Group | 0.71 | $100-499m | Tier 2 |
| Loomis Sayles High Income Opportunities Fund | LSIOX | Loomis, Sayles & Co. | 0.71 | $100-499m | Tier 2 |
| Loomis Sayles Fixed Income Fund | LSFIX | Loomis, Sayles & Co. | 0.71 | $100-499m | Tier 2 |
| Loomis Sayles Institutional High Income Fund | LSHIX | Loomis, Sayles & Co. | 0.71 | $100-499m | Tier 2 |
| Loomis Sayles Investment Grade Fixed Income Fund | LSIGX | Loomis, Sayles & Co. | 0.71 | $100-499m | Tier 2 |
| Strategic Allocation: Conservative | TWSCX | American Century Investment Management | 0.71 | $100-499m | Tier 2 |
| Ric Equity Income Fund | RSQAX | Russell Investment Group | 0.71 | $100-499m | Tier 2 |
| JPMorgan Global Research Enhanced Index Fund | JEITX | JPMorgan Asset Management | 0.71 | $100-499m | Tier 2 |
| Goldman Sachs Activebeta U.S. Small Cap Equity ETF | GSSC | Goldman Sachs Asset Management (US) | 0.71 | $100-499m | Tier 2 |
| Proshares Ultra Russell 2000 | UWM | ProFund / ProShare | 0.71 | $100-499m | Tier 2 |
| Proshares Ultrapro Russell 2000 | URTY | ProFund / ProShare | 0.71 | $100-499m | Tier 2 |
| Small Cap Value Fund | SMVIX | SEI Investments Management Corporation | 0.71 | $100-499m | Tier 2 |
| Invesco S&P 500 (R) Equal Weight Utilities ETF | RYU | Invesco | 0.71 | $100-499m | Tier 2 |
| Transamerica JPMorgan Mid Cap Value VP | TRNSMCS | TransAmerica Funds | 0.7 | $100-499m | Tier 2 |
| JPMorgan Intrepid Value Fund | JIVMX | JPMorgan Asset Management | 0.7 | $100-499m | Tier 2 |
| Voya Global High Dividend Low Volatility Fund | NAWIX | Voya Investment Management | 0.7 | $100-499m | Tier 2 |
| Mainstay Mackay U.S. Equity Opportunities Fund (FKA Mainstay U.S. Equity Opportunities Fund) | MYCIX | New York Life Investment Management | 0.7 | $100-499m | Tier 2 |
| VY Invesco Comstock Portfolio | IVKIX | Voya Investment Management | 0.7 | $100-499m | Tier 2 |
| Voya Large Cap Value Portfolio | IPEIX | Voya Investment Management | 0.7 | $100-499m | Tier 2 |
| Osterweis Capital Management Fund | OSTFX | Osterweis Capital Management | 0.7 | $100-499m | Tier 2 |
| Agfiq U.S. Market Neutral Anti-Beta Fund | BTAL | FFCM | 0.69 | $100-499m | Tier 2 |
| Voya U.S. High Dividend Low Volatility Fund | VLVTX | Voya Investment Management | 0.69 | $100-499m | Tier 2 |
| Goldman Sachs Just U.S. Large Cap Equity ETF | JUST | Goldman Sachs Asset Management (US) | 0.69 | $100-499m | Tier 2 |
| Goldman Sachs Large Cap Value Insights Fund | GMXPX | Goldman Sachs Asset Management (US) | 0.69 | $100-499m | Tier 2 |
| AMG River Road Dividend All Cap Value Fund | ARZDX | Managers Investment Group | 0.69 | $100-499m | Tier 2 |
| Voya Balanced Income Portfolio | IIFAX | Voya Investment Management | 0.68 | $100-499m | Tier 2 |
| JPMorgan U.S. Momentum Factor ETF | JMOM | JPMorgan Asset Management | 0.68 | $100-499m | Tier 2 |
| BEcker Value Equity Fund | BVEFX | Becker Capital Management | 0.68 | $100-499m | Tier 2 |
| Morgan Stanley Institutional Fund Global Infrastructure Portfolio | MTIIX | Morgan Stanley Investment Management | 0.68 | $100-499m | Tier 2 |
| Advent Convertible And Income Fund | avk | Advent Capital Management | 0.67 | $100-499m | Tier 2 |
| JPMorgan Diversified Return U.S. Equity ETF | JPUS | JPMorgan Asset Management | 0.67 | $100-499m | Tier 2 |
| Thompson Largecap Fund | thpgx | Thompson Investment Management | 0.67 | $100-499m | Tier 2 |
| BNY Mellon US Large Cap Core Equity ETF | BKLC | BNY Mellon | 0.67 | $100-499m | Tier 2 |
| Amplify Online Retail ETF | IBUY | Amplify Investments | 0.66 | $100-499m | Tier 2 |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF | JPME | JPMorgan Asset Management | 0.66 | $100-499m | Tier 2 |
| VY JPMorgan Mid Cap Value Portfolio | IJMAX | Voya Investment Management | 0.65 | $100-499m | Tier 2 |
| American Beacon Diversified Fund | ZABDFX | American Beacon Funds | 0.65 | $100-499m | Tier 2 |
| Principal Active Income ETF | YLD | Principal Management Corporation | 0.65 | $100-499m | Tier 2 |
| Invesco V.I. Conservative Balanced Fund | OPCVBNS | Invesco | 0.65 | $100-499m | Tier 2 |
| Vanguard Russell 2000 Index Fund | VRTIX | Vanguard Group | 0.64 | $100-499m | Tier 2 |
| Voya Balanced Portfolio | IBPAX | Voya Investment Management | 0.64 | $100-499m | Tier 2 |
| VY Invesco Growth And Income Portfolio | IVGIX | Voya Investment Management | 0.64 | $100-499m | Tier 2 |
| Columbia Multi-Asset Income Fund | CMUYX | Columbia Threadneedle | 0.64 | $100-499m | Tier 2 |
| Lord Abbett Durable Growth Fund | LDGYX | Lord Abbett & Co. | 0.63 | $100-499m | Tier 3 |
| Vanguard Industrials Index Fund | VINAX | Vanguard Group | 0.63 | $100-499m | Tier 3 |
| JPMorgan Opportunistic Equity Long Short Fund | JOELX | JPMorgan Asset Management | 0.62 | $100-499m | Tier 3 |
| Guggenheim Enhanced Equity Income Fund | GPM | Guggenheim Investment Management | 0.62 | $100-499m | Tier 3 |
| Horizon Defined Risk Fund | HNDRX | Horizon Investments | 0.62 | $100-499m | Tier 3 |
| VP Balanced | AVBIX | American Century Investment Management | 0.62 | $100-499m | Tier 3 |
| Blackrock Capital Appreciation Portfolio | SRLSX | BlackRock Advisors | 0.62 | $100-499m | Tier 3 |
| Goldman Sachs Variable Insurance Trust -- Goldman Sachs Large Cap Value Fund | GSLIX | Goldman Sachs Asset Management (US) | 0.62 | $100-499m | Tier 3 |
| Wilshire 5000 Index Fund | WINDX | Wilshire Associates Incorporated | 0.61 | $100-499m | Tier 3 |
| Hotchkis And Wiley Large Cap Value Fund | HWLZX | Hotchkis & Wiley Capital Management | 0.61 | $100-499m | Tier 3 |
| Neuberger Berman Multi Cap Opportunities Fund | NMUAX | Neuberger Berman | 0.61 | $100-499m | Tier 3 |
| VanEck Vectors Natural Resources ETF | HAP | Van Eck Associates Corporation | 0.61 | $100-499m | Tier 3 |
| Voya Index Plus Midcap Portfolio | IPMSX | Voya Investment Management | 0.61 | $100-499m | Tier 3 |
| Voya Mid Cap Research Enhanced Index Fund | VYMQX | Voya Investment Management | 0.61 | $100-499m | Tier 3 |
| Goldman Sachs Energy Infrastructure Fund (Formerly Goldman Sachs MLP And Energy Fund) | GLESX | Goldman Sachs Asset Management (US) | 0.61 | $100-499m | Tier 3 |
| Cohen & Steers MLP & Energy Opportunity Fund | MLORX | Cohen & Steers Capital Management | 0.61 | $100-499m | Tier 3 |
| Invesco Sandp Midcap 400 Revenue ETF | RWK | Invesco | 0.6 | $100-499m | Tier 3 |
| Nuveen NWQ Global Equity Income Fund | NQGAX | Nuveen Asset Management | 0.6 | $100-499m | Tier 3 |
| Alliancebernstein Select US Equity Portfolio | AUURX | AllianceBernstein | 0.6 | $100-499m | Tier 3 |
| VY T. Rowe Price Equity Income Portfolio | ITEIX | Voya Investment Management | 0.6 | $100-499m | Tier 3 |
| JPMorgan U.S. Value Factor ETF | JVAL | JPMorgan Asset Management | 0.6 | $100-499m | Tier 3 |
| Select Wireless Portfolio | FWRLX | Fidelity | 0.59 | $100-499m | Tier 3 |
| Global X Adaptive U.S. Factor ETF | AUSF | Global X Management Company | 0.59 | $100-499m | Tier 3 |
| IQ Chaikin U.S. Large Cap ETF | CLRG | IQ Investment Advisors | 0.59 | $100-499m | Tier 3 |
| Large Company Value Portfolio | WLCVX | Wilshire Associates Incorporated | 0.59 | $100-499m | Tier 3 |
| Invesco V.I. Equally-Weighted S&P 500 Fund | VMSEWXV | Invesco | 0.59 | $100-499m | Tier 3 |
| Lazard Retirement Global Dynamic Multi Asset Portfolio | LARGDMS | Lazard Asset Management (US) | 0.59 | $100-499m | Tier 3 |
| Haverford Quality Growth Stock Fund | HAVGX | Haverford Trust Company | 0.59 | $100-499m | Tier 3 |
| Morgan Stanley Institutional Fund Trust - Dynamic Value Portfolio | MAADX | Morgan Stanley Investment Management | 0.59 | $100-499m | Tier 3 |
| Invesco Raymond James SB-1 Equity ETF | RYJ | Invesco | 0.58 | $100-499m | Tier 3 |
| Invesco Rafi(Tm) Strategic US ETF | IUS | Invesco | 0.58 | $100-499m | Tier 3 |
| Vident Core U.S. Equity Fund | VUSE | Exchange Traded Concepts | 0.58 | $100-499m | Tier 3 |
| Wells Fargo Large Company Value Fund | WWIDX | Wells Fargo Funds Management | 0.58 | $100-499m | Tier 3 |
| Hartford Multifactor US Equity ETF | ROUS | Lattice Strategies | 0.58 | $100-499m | Tier 3 |
| Invesco Sandp 500 (R) Downside Hedged ETF | PHDG | Invesco | 0.58 | $100-499m | Tier 3 |
| LSV Conservative Value Equity Fund | LSVVX | LSV Asset Management | 0.58 | $100-499m | Tier 3 |
| BNY Mellon Focused Equity Opportunities Fund | MFOIX | BNY Mellon | 0.57 | $100-499m | Tier 3 |
| Weiss Alternative Balanced Risk Fund | WEISX | Weiss Multi-Strategy Advisers | 0.56 | $100-499m | Tier 3 |
| Nationwide Loomis All Cap Growth Fund | NWADX | Nationwide Fund Advisors | 0.56 | $100-499m | Tier 3 |
| ETHO Climate Leadership U.S. ETF | ETHO | Factor Advisors | 0.56 | $100-499m | Tier 3 |
| Ishares Morningstar Mid-Cap Value ETF | JKI | BlackRock Advisors | 0.56 | $100-499m | Tier 3 |
| Easterly Funds Capital Long/Short Opportunity Fund | SNOAX | Easterly Funds | 0.56 | $100-499m | Tier 3 |
| The North Country Funds - Large Cap Equity Fund | NCEGX | North Country Investment Advisers | 0.56 | $100-499m | Tier 3 |
| Horizon Active Dividend Fund | HADUX | Horizon Investments | 0.55 | $100-499m | Tier 3 |
| Invesco Defensive Equity ETF | DEF | Invesco | 0.55 | $100-499m | Tier 3 |
| JPMorgan Insurance Trust U.S. Equity Portfolio | JPMTDEP | JPMorgan Asset Management | 0.55 | $100-499m | Tier 3 |
| SPDR SSGA Gender Diversity Index ETF | SHE | State Street Global Advisors | 0.55 | $100-499m | Tier 3 |
| Wilshire Large Company Value Fund | WLCVX | Wilshire Associates Incorporated | 0.55 | $100-499m | Tier 3 |
| Select Communication Services Portfolio (Formerly Known As Select Multimedia Portfolio) | FGJMX | Fidelity | 0.55 | $100-499m | Tier 3 |
| JPMorgan Equity Focus Fund | JPFRX | JPMorgan Asset Management | 0.54 | $100-499m | Tier 3 |
| Massmutual Select Diversified Value Fund | MDDRX | MassMutual Financial Group | 0.54 | $100-499m | Tier 3 |
| Voya Multi-Manager Mid Cap Value Fund | IMCVX | Voya Investment Management | 0.53 | $100-499m | Tier 3 |
| Spirit Of America Energy Fund | SACEX | Spirit Of America Management Corp | 0.53 | $100-499m | Tier 3 |
| MM Equity Asset Fund | MSEJX | MassMutual Financial Group | 0.53 | $100-499m | Tier 3 |
| JPMorgan U.S. Applied Data Science Value Fund | JPIVX | JPMorgan Asset Management | 0.53 | $100-499m | Tier 3 |
| Principal Diversified Select Real Asset Fund | PDSKX | Principal Global Investors | 0.53 | $100-499m | Tier 3 |
| Invesco Fundamental Alternatives Fund | QVOPX | Invesco | 0.53 | $100-499m | Tier 3 |
| Invesco Sandp 500 Enhanced Value ETF | SPVU | Invesco | 0.52 | $100-499m | Tier 3 |
| Payden Kravitz Fund | PKCIX | Payden & Rygel | 0.52 | $100-499m | Tier 3 |
| American Beacon Balanced Fund | ABCCX | American Beacon Funds | 0.52 | $100-499m | Tier 3 |
| Blackrock Science And Technology Trust | BST | BlackRock Advisors | 0.52 | $100-499m | Tier 3 |
| Value Line Larger Companies Focused Fund | VLLIX | Value Line | 0.51 | $100-499m | Tier 3 |
| Vip Dynamic Capital Appreciation Portfolio | VFDCAIV | Fidelity | 0.5 | $100-499m | Tier 3 |
| 2C25 Blue Chip Growth Trust | JACHX | John Hancock Funds | 0.5 | $100-499m | Tier 3 |
| VY American Century Small-Mid Cap Value Portfolio | IACIX | Voya Investment Management | 0.5 | $100-499m | Tier 3 |
| Capital Group U.S. Equity Fund | CUSEX | Capital Research & Management Co. | 0.5 | $100-499m | Tier 3 |
| Commerce Value Fund | CFVLX | Commerce Investment Advisors | 0.5 | $100-499m | Tier 3 |
| Artisan Value Fund | APHLX | Artisan Partners | 0.5 | $100-499m | Tier 3 |
| Evercore Equity Fund | EWMCX | Evercore Wealth Management | 0.49 | $100-499m | Tier 3 |
| Janus Henderson Dividend And Income Builder Fund | HDTVX | Janus Henderson | 0.49 | $100-499m | Tier 3 |
| Davidson Multi-Cap Equity Fund | DFMAX | Davidson Investment Advisors | 0.49 | $100-499m | Tier 3 |
| Select Industrials Portfolio | FCYIX | Fidelity | 0.48 | $100-499m | Tier 3 |
| Goldman Sachs Multi-Manager Alternatives Fund | GMCMX | Goldman Sachs Asset Management (US) | 0.48 | $100-499m | Tier 3 |
| Commerce Growth Fund | CFGRX | Commerce Investment Advisors | 0.48 | $100-499m | Tier 3 |
| Schwab Fundamental U.S. Broad Market Index ETF | FNDB | Charles Schwab Investment Management | 0.47 | $100-499m | Tier 3 |
| Centre American Select Equity Fund | DHAMX | Centre Asset Management | 0.47 | $100-499m | Tier 3 |
| Thrivent Balanced Income Plus Fund | IBBFX | Thrivent Investment Management | 0.46 | $100-499m | Tier 3 |
| Icon Natural Resources And Infrastructure Fund | ICBMX | Shelton Capital Management | 0.46 | $100-499m | Tier 3 |
| Vip Industrials Portfolio | VFINDIV | Fidelity | 0.45 | $100-499m | Tier 3 |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF | PALC | Pacer Advisors | 0.45 | $100-499m | Tier 3 |
| Massmutual Select T.Rowe Price Real Assets Fund | MMRFX | MassMutual Financial Group | 0.45 | $100-499m | Tier 3 |
| Goldman Sachs Variable Insurance Trust - Goldman Sachs Small Cap Equity Insights Fund | GCSIX | Goldman Sachs Asset Management (US) | 0.45 | $100-499m | Tier 3 |
| Blackrock Enhanced Capital And Income Fund | CII | BlackRock Advisors | 0.45 | $100-499m | Tier 3 |
| Total Equity Market Index Fund | QSY | T. Rowe Price Associates | 0.45 | $100-499m | Tier 3 |
| JPMorgan Research Market Neutral Fund | JMNSX | JPMorgan Asset Management | 0.45 | $100-499m | Tier 3 |
| Fidelity Advisor Consumer Discretionary Fund | FCECX | Fidelity | 0.44 | $100-499m | Tier 3 |
| Select Consumer Discretionary Portfolio | FSCPX | Fidelity | 0.44 | $100-499m | Tier 3 |
| 1290 VT Socially Responsible Portfolio | AXA Equitable Funds Management Group | 0.44 | $100-499m | Tier 3 | |
| 1919 Investment Counsel Financial Services Fund | LMRIX | 1919 Investment Counsel | 0.43 | $100-499m | Tier 3 |
| Cornercap Fundametrics Large-Cap ETF | FUNL | Cornercap Investment Counsel | 0.43 | $100-499m | Tier 3 |
| Alphasimplex Global Alternatives Fund | GAFAX | Natixis Asset Management Advisors | 0.43 | $100-499m | Tier 3 |
| Ai Powered Equity ETF | AIEQ | Factor Advisors | 0.43 | $100-499m | Tier 3 |
| Fidelity Magellan K6 Fund | FMKFX | Fidelity | 0.43 | $100-499m | Tier 3 |
| Small Cap II Fund | SECAX | SEI Investments Management Corporation | 0.43 | $100-499m | Tier 3 |
| Wisdomtree U.S. Dividend Ex-Financials Fund | DTN | WisdomTree Asset Management | 0.42 | $100-499m | Tier 3 |
| Fidelity U.S. Low Volatility Equity Fund | FULVX | Fidelity | 0.42 | $100-499m | Tier 3 |
| Value Line Capital Appreciation Fund | VLIIX | Value Line | 0.42 | $100-499m | Tier 3 |
| Vip Consumer Discretionary Portfolio | VFCDSIV | Fidelity | 0.4 | $100-499m | Tier 3 |
| Federated Hermes MDT Large Cap Growth Fund (Formerly, Federated MDT Large Cap Growth Fund) | QILGX | Federated Hermes | 0.4 | $100-499m | Tier 3 |
| SPDR S&P Retail ETF | XRT | State Street Global Advisors | 0.4 | $100-499m | Tier 3 |
| TC Quant Large-Cap Value Fund | TEVIX | TIAA-CREF Asset Management | 0.4 | $100-499m | Tier 3 |
| Ishares Global Industrials ETF | EXI | BlackRock Advisors | 0.39 | $100-499m | Tier 3 |
| SPDR MSCI ACWI Low Carbon Target ETF | LOWC | State Street Global Advisors | 0.39 | $100-499m | Tier 3 |
| Putnam VT Multi-Cap Core Fund | VPIVIBV | Putnam Investment Management | 0.38 | $100-499m | Tier 3 |
| Ishares Russell Small/Mid-Cap Index Fund | BSMIX | BlackRock Advisors | 0.38 | $100-499m | Tier 3 |
| Blackrock Advantage SMID Cap Fund | MASPX | BlackRock Advisors | 0.36 | $100-499m | Tier 3 |
| First Trust Nasdaq Bank ETF | FTXO | First Trust Advisors | 0.36 | $100-499m | Tier 3 |
| Wisdomtree Global High Dividend Fund | DEW | WisdomTree Asset Management | 0.36 | $100-499m | Tier 3 |
| Harbor Mid Cap Value Fund | HRMVX | Harbor Funds | 0.36 | $100-499m | Tier 3 |
| Putnam Research Fund | PLJMX | Putnam Investment Management | 0.35 | $100-499m | Tier 3 |
| Putnam VT George Putnam Balanced Fund | VPGPIBV | Putnam Investment Management | 0.35 | $100-499m | Tier 3 |
| Eq/Clearbridge Select Equity Managed Volatility Portfolio | EQCSEMV | AXA Equitable Funds Management Group | 0.34 | $100-499m | Tier 3 |
| Wahed FTSE USA Shariah ETF | HLAL | Active Weighting Advisors | 0.34 | $100-499m | Tier 3 |
| Invesco Dow Jones Industrial Average Dividend ETF | DJD | Invesco | 0.32 | $100-499m | Tier 3 |
| Blackrock Advantage Global Fund | MKGCX | BlackRock Advisors | 0.32 | $100-499m | Tier 3 |
| Ishares MSCI USA Equal Weighted ETF | EUSA | BlackRock Advisors | 0.32 | $100-499m | Tier 3 |
| Janus Henderson Research Portfolio | JAGRX | Janus Henderson | 0.31 | $100-499m | Tier 3 |
| Frontier MFG Global Equity Fund | FMGEX | Frontegra Asset Management | 0.31 | $100-499m | Tier 3 |
| Invesco Sandp 500 (R) High Beta ETF | SPHB | Invesco | 0.3 | $100-499m | Tier 3 |
| Guidepath Growth And Income Fund | GPIGX | Assetmark Investment Services | 0.3 | $100-499m | Tier 3 |
| Blackrock Exchange Portfolio | STSEX | BlackRock Advisors | 0.3 | $100-499m | Tier 3 |
| Invesco Zacks Multi-Asset Income ETF | CVY | Invesco | 0.29 | $100-499m | Tier 4 |
| SPDR S&P 1500 Value Tilt ETF | VLU | State Street Global Advisors | 0.29 | $100-499m | Tier 4 |
| Elfun Diversified Fund - US Index Equity Sleeve | eldfx | General Electric Asset Management | 0.29 | $100-499m | Tier 4 |
| Goldman Sachs Variable Insurance Trust -- Goldman Sachs Equity Index | GSVEQIS | Goldman Sachs Asset Management (US) | 0.29 | $100-499m | Tier 4 |
| State Street S&P 500 Index V.I.S. Fund | SSSPX | State Street Global Advisors | 0.29 | $100-499m | Tier 4 |
| SPDR Russell 1000 Momentum Focus ETF | ONEO | State Street Global Advisors | 0.29 | $100-499m | Tier 4 |
| SPDR Portfolio MSCI Global Stock Market ETF | SPGM | State Street Global Advisors | 0.29 | $100-499m | Tier 4 |
| Fidelity Advisor Value Fund | FVIFX | Fidelity | 0.28 | $100-499m | Tier 4 |
| Fidelity Blue Chip Value ETF | FBCV | Fidelity | 0.28 | $100-499m | Tier 4 |
| Ishares MSCI Global Energy Producers ETF | FILL | BlackRock Advisors | 0.27 | $100-499m | Tier 4 |
| Blackrock Natural Resources Trust | MDGRX | BlackRock Advisors | 0.27 | $100-499m | Tier 4 |
| Schwab Large-Cap Growth Fund | SWLSX | Charles Schwab Investment Management | 0.25 | $100-499m | Tier 4 |
| SPDR Sandp 500 ESG ETF | EFIV | State Street Global Advisors | 0.25 | $100-499m | Tier 4 |
| Blackrock Advantage U.S. Total Market Fund | MASPX | BlackRock Advisors | 0.25 | $100-499m | Tier 4 |
| Invesco Dynamic Energy Exploration And Production ETF | PXE | Invesco | 0.25 | $100-499m | Tier 4 |
| Value Line Select Growth Fund | VILSX | Value Line | 0.25 | $100-499m | Tier 4 |
| Blackrock Energy Opportunities Fund | BACAX | BlackRock Advisors | 0.25 | $100-499m | Tier 4 |
| Delaware Equity Income Fund | FIUUX | Delaware / Ivy | 0.25 | $100-499m | Tier 4 |
| Blackrock Credit Strategies Fund | CRDAX | BlackRock Advisors | 0.24 | $100-499m | Tier 4 |
| Invesco DWA Energy Momentum ETF | PXI | Invesco | 0.24 | $100-499m | Tier 4 |
| Janus Henderson Global Value Fund | JPPNX | Janus Henderson | 0.23 | $100-499m | Tier 4 |
| BNY Mellon Global Equity Income Fund | DQEIX | The Dreyfus Corporation | 0.23 | $100-499m | Tier 4 |
| Virtus Total Return Fund Inc.(Fka Virtus Global Dividend And Income Fund | ZTR | Zweig Advisers | 0.23 | $100-499m | Tier 4 |
| Select Air Transportation Portfolio | FSAIX | Fidelity | 0.22 | $100-499m | Tier 4 |
| Fidelity Advisor Equity Value Fund | FAIVX | Fidelity | 0.21 | $100-499m | Tier 4 |
| State Street Institutional U.S. Equity Fund | SUSIX | State Street Global Advisors | 0.21 | $100-499m | Tier 4 |
| Invesco V.I. Diversified Dividend Fund | VMVDGXV | Invesco | 0.21 | $100-499m | Tier 4 |
| Vip Consumer Staples Portfolio | VFCSTVV | Fidelity | 0.2 | $100-499m | Tier 4 |
| Ishares U.S. Dividend And Buyback ETF | DIVB | BlackRock Advisors | 0.19 | $100-499m | Tier 4 |
| Advisors Inner Circle Fund III - Aperture Investors New World Opportunities Fund | ANWOX | Advisors Inner Circle | 0.19 | $100-499m | Tier 4 |
| Aperture Investors New World Opportunities Fund | ANWRX | Aperture Investors | 0.19 | $100-499m | Tier 4 |
| Ishares MSCI Kokusai ETF | TOK | BlackRock Advisors | 0.19 | $100-499m | Tier 4 |
| Multi-Strategy Total Return Fund | TMSRX | T. Rowe Price Associates | 0.19 | $100-499m | Tier 4 |
| Sit Mid Cap Growth Fund | NBNGX | Sit Investment Associates | 0.19 | $100-499m | Tier 4 |
| Fidelity Value Discovery K6 Fund | FDVKX | Fidelity | 0.18 | $100-499m | Tier 4 |
| Vanguard S&P 500 Value Index Fund | VSPVX | Vanguard Group | 0.18 | $100-499m | Tier 4 |
| Guidepath Tactical Allocation Fund | GITUX | Assetmark Investment Services | 0.18 | $100-499m | Tier 4 |
| Ishares Edge MSCI USA Size Factor ETF | SIZE | BlackRock Advisors | 0.18 | $100-499m | Tier 4 |
| Ishares Global Utilities ETF | JXI | BlackRock Advisors | 0.17 | $100-499m | Tier 4 |
| Vanguard US Multifactor ETF | VFMF | Vanguard Group | 0.17 | $100-499m | Tier 4 |
| Fidelity Global Equity Income Fund | FGILX | Fidelity | 0.17 | $100-499m | Tier 4 |
| VP Income & Growth | AVGIX | American Century Investment Management | 0.16 | $100-499m | Tier 4 |
| Fidelity Stock Selector Large Cap Value Fund | FSLVX | Fidelity | 0.15 | $100-499m | Tier 4 |
| Blackrock Small Cap Index V.I. Fund | BSIVX | BlackRock Advisors | 0.15 | $100-499m | Tier 4 |
| Fidelity Blue Chip Growth ETF | FBCG | Fidelity | 0.15 | $100-499m | Tier 4 |
| Eq/Franklin Small Cap Value Managed Volatility Portfolio | EQVMVUA | AXA Equitable Funds Management Group | 0.14 | $100-499m | Tier 4 |
| Vanguard US Quality Factor ETF | VFQY | Vanguard Group | 0.14 | $100-499m | Tier 4 |
| Vanguard MEGA Cap Index Fund | VMCTX | Vanguard Group | 0.13 | $100-499m | Tier 4 |
| Invesco V.I. American Value Fund | UMCCX | Invesco | 0.13 | $100-499m | Tier 4 |
| Morningstar Funds Trust - Morningstar Alternatives C | MSTVX | Morningstar Investment Management | 0.12 | $100-499m | Tier 4 |
| Franklin Liberty U.S. Low Volatility ETF | FLLV | Franklin Templeton | 0.12 | $100-499m | Tier 4 |
| Vanguard MEGA Cap Value Index Fund | VMVLX | Vanguard Group | 0.11 | $100-499m | Tier 4 |
| Vanguard US Momentum Factor ETF | VFMO | Vanguard Group | 0.11 | $100-499m | Tier 4 |
| Vip Energy Portfolio | VFNRGIV | Fidelity | 0.11 | $100-499m | Tier 4 |
| Calamos Phineus Long/Short Fund | CPLIX | Calamos Asset Management | 0.11 | $100-499m | Tier 4 |
| Vanguard Consumer Discretionary Index Fund | VCDAX | Vanguard Group | 0.11 | $100-499m | Tier 4 |
| Fidelity Equity-Income K6 Fund | FEKFX | Fidelity | 0.11 | $100-499m | Tier 4 |
| Vanguard Alternative Strategies Fund | VASFX | Vanguard Group | 0.1 | $100-499m | Tier 4 |
| Davenport Balanced Income Fund | DBALX | Davenport & Company | 0.1 | $100-499m | Tier 4 |
| Homestead Growth Fund | HNASX | Homestead Funds | 0.1 | $100-499m | Tier 4 |
| Fidelity Women'S Leadership Fund | FWOMX | Fidelity | 0.09 | $100-499m | Tier 4 |
| Wilshire Large Company Growth Fund | WLCGX | Wilshire Associates Incorporated | 0.09 | $100-499m | Tier 4 |
| Federated Hermes MDT All Cap Core Fund (Formerly, Federated MDT All Cap Core Fund) | QIACX | Federated Hermes | 0.09 | $100-499m | Tier 4 |
| Federated Hermes MDT Balanced Fund (Formerly, Federated MDT Balanced Fund) | QIBGX | Federated Hermes | 0.09 | $100-499m | Tier 4 |
| City National Rochdale U.S. Core Equity Fund | CNRWX | City National Rochdale | 0.08 | $100-499m | Tier 4 |
| Select Natural Gas Portfolio | FSNGX | Fidelity | 0.07 | $100-499m | Tier 4 |
| Franklin Natural Resources Fund | FRNRX | Franklin Templeton | 0.07 | $100-499m | Tier 4 |
| SOFI Select 500 ETF | SFY | Toroso Investments | 0.07 | $100-499m | Tier 4 |
| Davis Select U.S. Equity ETF | DUSA | Davis Advisers | 0.06 | $100-499m | Tier 4 |
| Davis Appreciation And Income Fund | DCSCX | Davis Advisers | 0.06 | $100-499m | Tier 4 |
| AIG Strategic Value Fund | SFVWX | AIG Global Investment Group | 0.06 | $100-499m | Tier 4 |
| Davis Value Portfolio | QDVPAX | Davis Advisers | 0.05 | $100-499m | Tier 4 |
| Frontier MFG Select Infrastructure Fund | FMSIX | Frontegra Asset Management | 0.05 | $100-499m | Tier 4 |
| Systematic Core Fund | VCGAX | Variable Annuity Life Insurance Company | 0.05 | $100-499m | Tier 4 |
| Chestnut Street Exchange Fund | CHNTX | BlackRock Advisors | 0.04 | $100-499m | Tier 4 |
| Transamerica Energy Infrastructure | TMLPX | TransAmerica Funds | 0.04 | $100-499m | Tier 4 |
| Calamos Long/Short Equity & Dynamic Income Trust | CPZ | Calamos Asset Management | 0.03 | $100-499m | Tier 4 |
| Invesco KBW Property And Casualty Insurance ETF | KBWP | Invesco | 0.03 | $100-499m | Tier 4 |
| Steward Large Cap Enhanced Index | SEECX | Steward Funds | 0.03 | $100-499m | Tier 4 |
| Natixis Oakmark Fund | NEFOX | Natixis Asset Management Advisors | 0.03 | $100-499m | Tier 4 |
| TCW Strategic Income Fund | TSI | TCW Asset Management Co | 0.02 | $100-499m | Tier 4 |
| Poplar Forest Partners | PFPFX | Poplar Forest Partners | 0.01 | $100-499m | Tier 4 |
| Needham Growth Fund | NEEGX | Needham Investment Management | 0.01 | $100-499m | Tier 4 |
| Appreciation Portfolio | The Dreyfus Corporation | 0.01 | $100-499m | Tier 4 | |
| Calamos Global Opportunities Fund | CVLOX | Calamos Asset Management | 0.01 | $100-499m | Tier 4 |
| Aptus Drawdown Managed Equity ETF | ADME | Exchange Traded Concepts | 0.01 | $100-499m | Tier 4 |
| Calamos Global Dynamic Income Fund | CHW | Calamos Asset Management | 0.01 | $100-499m | Tier 4 |
| AXS Thomson Reuters Venture Capital Return Tracker Fund | LDVIX | Investment Managers Series | 0.01 | $100-499m | Tier 4 |
| Gadsden Dynamic Multi-Asset ETF | GDMA | Empowered Funds | 0.01 | $100-499m | Tier 4 |
| Sa US Small Company Fund | SAUMX | Dimensional Fund Advisors | 0.01 | $100-499m | Tier 4 |
| BNY Mellon Tax Managed Growth Fund | DPTRX | The Dreyfus Corporation | 0.01 | $100-499m | Tier 4 |
| Alpha Architect US Quantitative Momentum ETF | QMOM | Empowered Funds | 0.01 | $100-499m | Tier 4 |
| Hennessy Cornerstone Value Fund | HFCVX | Hennessy Advisors | 0 | $100-499m | Tier 4 |
| Blackrock NVIT Equity Dividend Fund | VVNCV4V | Nationwide Fund Advisors | 0 | $100-499m | Tier 4 |
| The Torray Fund | TORYX | Torray Investment Partners | 0 | $100-499m | Tier 4 |
| Vip Utilities Portfolio | VFUTIIV | Fidelity | 0 | $100-499m | Tier 4 |
| Fidelity Total International Equity Fund | FIEZX | Fidelity | 0 | $100-499m | Tier 4 |
| Fidelity Flex International Fund | FULTX | Fidelity | 0 | $100-499m | Tier 4 |
| Gabelli Global Growth Fund | GGGAX | Gamco | 0 | $100-499m | Tier 4 |
| Davis Opportunity Fund | RPEAX | Davis Advisers | 0 | $100-499m | Tier 4 |
| Davis Select Financial ETF | DFNL | Davis Advisers | 0 | $100-499m | Tier 4 |
| Davis Select Worldwide ETF | DWLD | Davis Advisers | 0 | $100-499m | Tier 4 |
| Franklin Mutual Financial Services Fund | TFSIX | Franklin Templeton | 0 | $100-499m | Tier 4 |
| Ishares Edge MSCI Multifactor Global ETF | ACWF | BlackRock Advisors | 0 | $100-499m | Tier 4 |
| Marsico Growth Fund | MGRIX | Marsico Capital Management | 0 | $100-499m | Tier 4 |
| Marsico Global Fund | MGLBX | Marsico Capital Management | 0 | $100-499m | Tier 4 |
| Bridges Investment | BRGIX | Bridges Investment Management | 0 | $100-499m | Tier 4 |
| Cutler Equity Fund | DIVHX | Cutler Investment Counsel | 0 | $100-499m | Tier 4 |
| Diamond Hill All Cap Select Fund | DHTAX | Diamond Hill Capital Management | 0 | $100-499m | Tier 4 |
| Large Cap Value Fund | VACVX | Variable Annuity Life Insurance Company | 0 | $100-499m | Tier 4 |
| Global Strategy Fund | VGLSX | Variable Annuity Life Insurance Company | 0 | $100-499m | Tier 4 |
| Asset Allocation Fund | VCAAX | Variable Annuity Life Insurance Company | 0 | $100-499m | Tier 4 |
| Core Equity Fund | VCCEX | Variable Annuity Life Insurance Company | 0 | $100-499m | Tier 4 |
| Large Cap Core Fund | VLCCX | Variable Annuity Life Insurance Company | 0 | $100-499m | Tier 4 |
| International Government Bond Fund | VCIFX | Variable Annuity Life Insurance Company | 0 | $100-499m | Tier 4 |
| Steward Global EQ Fund | SGISX | Steward Funds | 0 | $100-499m | Tier 4 |
| American Beacon Shapiro Equity Opportunities Fund | SHXPX | American Beacon Funds | 0 | $100-499m | Tier 4 |
| Provident Trust Strategy Fund | PROVX | Fiduciary Asset Management | 0 | $100-499m | Tier 4 |
| Bright Rock Funds Rock Quality Large Cap Fund | BQLIX | Bright Rock Funds | 0 | $100-499m | Tier 4 |
| Dearborn Partners Rising Dividend Fund | DRDIX | Dearborn Partners | 0 | $100-499m | Tier 4 |
| BNY Mellon U.S. Equity Fund | DPUCX | The Dreyfus Corporation | 0 | $100-499m | Tier 4 |
| BNY Mellon Variable Investment Fund-Appreciation Portfolio | The Dreyfus Corporation | 0 | $100-499m | Tier 4 | |
| Calamos Global Growth & Income Fund | CVLOX | Calamos Asset Management | 0 | $100-499m | Tier 4 |
| Congress Large Cap Growth Fund | CMLIX | Congress Asset Management | 0 | $100-499m | Tier 4 |
| YCG Enhanced Fund | YCGEX | YCG Investments | 0 | $100-499m | Tier 4 |
| First Eagle Fund Of America | FEAFX | First Eagle Investment Management | 0 | $100-499m | Tier 4 |
| The Investment House Funds | TIHGX | The Investment House | 0 | $100-499m | Tier 4 |
| Balanced Fund | WBAIX | Weitz Investment Management | 0 | $100-499m | Tier 4 |
| SP Funds S&P 500 Sharia Industry Exclusions ETF | SPUS | Toroso Investments | 0 | $100-499m | Tier 4 |
| Trimtabs U.S. Free Cash Flow Quality ETF | TTAC | Trimtabs Asset Management | 0 | $100-499m | Tier 4 |
| Siren Nasdaq Nexgen Economy ETF | BLCN | SRN Advisors | 0 | $100-499m | Tier 4 |
| Pioneer Select Mid Cap Growth VCT Portfolio | VPIGO1V | Pioneer Investments | 1 | $50-99m | Tier 1 |
| DWS Core Equity Vip (Formerly Deutsche Core Equity Vip) | VDGINAV | Deutsche Asset Management | 1 | $50-99m | Tier 1 |
| DWS Communications Fund | FLICX | Deutsche Asset Management | 1 | $50-99m | Tier 1 |
| Quaker Impact Growth Fund (Formerly Quaker Strategic Growth Fund) | QAGIX | Quaker Funds | 1 | $50-99m | Tier 1 |
| 3405 JHF Alternative Risk Premia Fund | JRPSX | John Hancock Funds | 1 | $50-99m | Tier 1 |
| Guggenheim Styleplus - Mid Growth Fund | SEUPX | Guggenheim Investment Management | 1 | $50-99m | Tier 1 |
| Alger Responsible Investing Fund | AGIFX | Fred Alger Management | 1 | $50-99m | Tier 1 |
| The Alger Funds II - Alger Responsible Investing Fund | SPEGX | Fred Alger Management | 1 | $50-99m | Tier 1 |
| Pax ESG Beta Dividend Fund | PXDIX | Pax World Management Corp | 1 | $50-99m | Tier 1 |
| Series J - Styleplus - Mid Growth Series | GIUIX | Guggenheim Investment Management | 1 | $50-99m | Tier 1 |
| Knights Of Columbus U.S. All Cap Index Fund | KCXSX | Knights Of Columbus Asset Advisors | 1 | $50-99m | Tier 1 |
| Midcap Stock Portfolio | BNY Mellon | 1 | $50-99m | Tier 1 | |
| CCM Core Impact Equity Fund | QUAGX | Quaker Funds | 1 | $50-99m | Tier 1 |
| Virtus Allianz Global Investors Diversified Income And Convertible Fund (fka Allianz Global Investors Diversified Income And Convertible Fund) | ACV | Allianz Global Investors | 1 | $50-99m | Tier 1 |
| Direxion Daily Sandp 500(R) High Beta Bull 3X Shares | HIBL | Rafferty Asset Management | 1 | $50-99m | Tier 1 |
| William Blair Global Leaders Fund | WGFIX | William Blair Capital Management | 1 | $50-99m | Tier 1 |
| Massmutual Main Street Fund | MMSSX | MassMutual Financial Group | 0.99 | $50-99m | Tier 1 |
| Morgan Stanley Institutional Fund - Global Sustain Portfolio | MSGQX | Morgan Stanley Investment Management | 0.99 | $50-99m | Tier 1 |
| Victory US 500 Enhanced Volatility WTD Index Fund | CUHCX | Compass Efficient Model Portfolios | 0.98 | $50-99m | Tier 1 |
| Ab Tax-Managed All Market Income Portfolio (F/K/A Ab Tax-Managed Balanced Wealth Strategy) | AGIYX | AllianceBernstein | 0.98 | $50-99m | Tier 1 |
| First Trust Dorsey Wright Momentum And Low Volatility ETF | DVOL | First Trust Advisors | 0.98 | $50-99m | Tier 1 |
| Allianz Global Investors Best Styles Global Equity Fund | ABSGX | Allianz Global Investors | 0.98 | $50-99m | Tier 1 |
| Pioneer Equity Income VCT Port | VPIEI1V | Pioneer Investments | 0.98 | $50-99m | Tier 1 |
| Northern Large Cap Value Fund | NOLVX | Northern Trust | 0.98 | $50-99m | Tier 1 |
| USAA Global Equity Income Fund | UIGEX | USAA Investment Management Company | 0.98 | $50-99m | Tier 1 |
| Wells Fargo Utilities And High Income Fund (Closed End) | ERH | Wells Fargo Funds Management | 0.97 | $50-99m | Tier 1 |
| BMO Low Volatility Equity Fund | MLVEX | M&I Investment Management Corp | 0.97 | $50-99m | Tier 1 |
| CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | KNGIX | Toreador Research & Trading | 0.97 | $50-99m | Tier 1 |
| Institutional Equity Index | MAEQX | Mutual Of America Capital Management Corporation | 0.96 | $50-99m | Tier 1 |
| Massmutual Premier Main Street Fund | MMSLX | MassMutual Financial Group | 0.96 | $50-99m | Tier 1 |
| Virtus Rampart Enhanced Core Equity Series | VIRENCA | Virtus Investment Advisers | 0.96 | $50-99m | Tier 1 |
| Elements U.S. Portfolio | ELUSX | Stone Ridge Asset Management | 0.96 | $50-99m | Tier 1 |
| Defiance Quantum ETF | QTUM | Exchange Traded Concepts | 0.95 | $50-99m | Tier 1 |
| Northern Large Cap Value Fund | NOLVX | Northern Trust | 0.95 | $50-99m | Tier 1 |
| Lazard Global Equity Select Portfolio | GESOX | Lazard Asset Management (US) | 0.95 | $50-99m | Tier 1 |
| Direxion Daily Dow Jones Internet Bull 3X Shares | WEBL | Rafferty Asset Management | 0.95 | $50-99m | Tier 1 |
| Internet Ultrasector Profund | INPIX | ProFund / ProShare | 0.95 | $50-99m | Tier 1 |
| Quantitative U.S. Long/Short Equity Portfolio | GTLSX | Glenmede Investment Management | 0.95 | $50-99m | Tier 1 |
| Variable Trust Nasdaq-100(R) Fund | VRNASDV | Guggenheim Investment Management | 0.94 | $50-99m | Tier 1 |
| Riverfront Dynamic US Dividend Advantage ETF | RFDA | Alps Advisers | 0.94 | $50-99m | Tier 1 |
| Nationwide Maximum Diversification U.S. Core Equity ETF | MXDU | Exchange Traded Concepts | 0.94 | $50-99m | Tier 1 |
| Franklin Liberty Systematic Style Premia ETF | FLSP | Franklin Templeton | 0.94 | $50-99m | Tier 1 |
| TCW Relative Value Mid Cap Fund | TGVNX | TCW Asset Management Co | 0.94 | $50-99m | Tier 1 |
| Brown Advisory Equity Income Fund | BAFDX | Brown Advisory | 0.93 | $50-99m | Tier 1 |
| Invesco Dynamic Market ETF | PWC | Invesco | 0.93 | $50-99m | Tier 1 |
| Morgan Stanley Institutional Fund - Global Concentrated Portfolio | MLNIX | Morgan Stanley Investment Management | 0.93 | $50-99m | Tier 1 |
| US Vegan Climate ETF | VEGN | Exchange Traded Concepts | 0.93 | $50-99m | Tier 1 |
| MFS Variable Insurance Trust II - MFS Technology Portfolio | Massachusetts Financial Services Company | 0.93 | $50-99m | Tier 1 | |
| Nationwide Bailard Technology & Science Fund | NWHUX | Nationwide Fund Advisors | 0.92 | $50-99m | Tier 1 |
| First Trust Nasdaq Transportation ETF | FTXR | First Trust Advisors | 0.92 | $50-99m | Tier 1 |
| Dividend And Income Fund | DNIF | Bexil Advisers | 0.92 | $50-99m | Tier 1 |
| LSV U.S. Managed Volatility Fund | LVAMX | LSV Asset Management | 0.92 | $50-99m | Tier 1 |
| AMG River Road Focused Absolute Value Fund | ARRZX | Managers Investment Group | 0.92 | $50-99m | Tier 1 |
| Ab All Market Income Portfolio (Formerly, Alliancebernstein All Market Income Portfolio) | MRKYX | AllianceBernstein | 0.91 | $50-99m | Tier 1 |
| RMB Fund | RMBHX | Burnham Asset Management Corp | 0.91 | $50-99m | Tier 1 |
| Lazard US Equity Focus Portfolio | LZUSX | Lazard Asset Management (US) | 0.9 | $50-99m | Tier 1 |
| Invesco Rafi(Tm) Strategic US Small Company ETF | IUSS | Invesco | 0.9 | $50-99m | Tier 1 |
| Virtus Silvant Large-Cap Growth Stock Fund | STCZX | Virtus Investment Advisers | 0.9 | $50-99m | Tier 1 |
| Mainstay Epoch Capital Growth Fund | MECFX | New York Life Investment Management | 0.89 | $50-99m | Tier 1 |
| Massmutual Disciplined Value Fund | DENVX | MassMutual Financial Group | 0.88 | $50-99m | Tier 2 |
| Virtus Terranova U.S. Quality Momentum ETF | JOET | Virtus Investment Advisers | 0.88 | $50-99m | Tier 2 |
| Mid-Cap Index Fund | TRSZX | T. Rowe Price Associates | 0.88 | $50-99m | Tier 2 |
| Wells Fargo VT Omega Growth Fund | WFVTOG2 | Wells Fargo Funds Management | 0.88 | $50-99m | Tier 2 |
| LMP Capital And Income Fund | SCD | Franklin Templeton | 0.87 | $50-99m | Tier 2 |
| First Trust Indxx Innovative Transaction And Process ETF | LEGR | First Trust Advisors | 0.87 | $50-99m | Tier 2 |
| Harbor Strategic Growth Fund | MVSGX | Harbor Funds | 0.87 | $50-99m | Tier 2 |
| Alger Balanced Portfolio | ABLOX | Fred Alger Management | 0.86 | $50-99m | Tier 2 |
| Thrivent Multidimensional Income Portfolio | QTMDIX | Thrivent Investment Management | 0.85 | $50-99m | Tier 2 |
| Guidemark Small/Mid Cap Core Fund | GISMX | Assetmark Investment Services | 0.85 | $50-99m | Tier 2 |
| Columbia Variable Portfolio - Balanced Fund | COLGMM3 | Columbia Threadneedle | 0.84 | $50-99m | Tier 2 |
| Ultrabull Profund | ULPSX | ProFund / ProShare | 0.84 | $50-99m | Tier 2 |
| Nova Fund | RYNVX | Guggenheim Investment Management | 0.84 | $50-99m | Tier 2 |
| Virtus Strategic Allocation Series | PHVSTAF | Virtus Investment Advisers | 0.84 | $50-99m | Tier 2 |
| Delaware Mid Cap Value Fund | DLMIX | Delaware / Ivy | 0.83 | $50-99m | Tier 2 |
| Thrivent Low Volatility Equity Portfolio | QTLVEX | Thrivent Investment Management | 0.83 | $50-99m | Tier 2 |
| Vesper US Large Cap Short-Term Reversal Strategy ETF | UTRN | Exchange Traded Concepts | 0.83 | $50-99m | Tier 2 |
| Columbia Global Energy And Natural Resources Fund | CGEYX | Columbia Threadneedle | 0.82 | $50-99m | Tier 2 |
| First Trust Buy/Write Income ETF | FTHI | First Trust Advisors | 0.82 | $50-99m | Tier 2 |
| Invesco V.I. Global Core Equity Fund | UGEPX | Invesco | 0.82 | $50-99m | Tier 2 |
| First Trust Horizon Managed Volatility Domestic ETF | HUSV | First Trust Advisors | 0.82 | $50-99m | Tier 2 |
| Morgan Stanley Variable Insurance Fund - Global Strategist Portfolio | MIMPX | Morgan Stanley Investment Management | 0.82 | $50-99m | Tier 2 |
| Oil & Gas Ultrasector Profund | ENPIX | ProFund / ProShare | 0.8 | $50-99m | Tier 2 |
| Wells Fargo Intrinsic World Equity Fund | EWENX | Wells Fargo Funds Management | 0.78 | $50-99m | Tier 2 |
| Deltashares S&P 500 Managed Risk ETF | DMRL | TransAmerica Funds | 0.77 | $50-99m | Tier 2 |
| Series O (All Cap Value Series) | VSBOACV | Guggenheim Investment Management | 0.76 | $50-99m | Tier 2 |
| KIRR Marbach Partners Value Fund | KMVAX | Kirr, Marbach & Company | 0.75 | $50-99m | Tier 2 |
| MFS Variable Insurance Trust II - MFS Global Research Portfolio | MFGRPIC | Massachusetts Financial Services Company | 0.74 | $50-99m | Tier 2 |
| Massmutual Premier Disciplined Value Fund | MEPSX | MassMutual Financial Group | 0.73 | $50-99m | Tier 2 |
| Hennessy Equity And Income Fund | HEIIX | Hennessy Advisors | 0.73 | $50-99m | Tier 2 |
| Columbia Research Enhanced Core ETF | RECS | Columbia Threadneedle | 0.72 | $50-99m | Tier 2 |
| Government Street Mid-Cap Fund (Gvmcx) | GVMCX | Davenport & Company | 0.72 | $50-99m | Tier 2 |
| Wells Fargo VT Index Asset Allocation Fund | WELVTAA | Wells Fargo Funds Management | 0.72 | $50-99m | Tier 2 |
| Hotchkis And Wiley Diversified Value Fund | HWCCX | Hotchkis & Wiley Capital Management | 0.71 | $50-99m | Tier 2 |
| Delaware Hedged U.S. Equity Opportunities Fund | FHEKX | Delaware / Ivy | 0.71 | $50-99m | Tier 2 |
| BNY Mellon US Mid Cap Core Equity ETF | BKMC | BNY Mellon | 0.71 | $50-99m | Tier 2 |
| Ultrasmall-Cap Profund | UAPSX | ProFund / ProShare | 0.71 | $50-99m | Tier 2 |
| Transamerica Mid Cap Value | TRMCAI2 | TransAmerica Funds | 0.7 | $50-99m | Tier 2 |
| First Trust Dorsey Wright Momentum And Dividend ETF | DDIV | First Trust Advisors | 0.7 | $50-99m | Tier 2 |
| Voya Global Advantage And Premium Opportunity Fund | IGA | Voya Investment Management | 0.7 | $50-99m | Tier 2 |
| VanEck Vectors Morningstar Durable Dividend ETF | DURA | Van Eck Associates Corporation | 0.7 | $50-99m | Tier 2 |
| Granite Shares XOUT U.S. Large Cap ETF | XOUT | Graniteshares Advisors | 0.7 | $50-99m | Tier 2 |
| Government Street Equity Fund (Gveqx) | GVEQX | Davenport & Company | 0.69 | $50-99m | Tier 2 |
| TIAA-CREF Life Social Choice Equity Fund | TLCHX | TIAA-CREF Asset Management | 0.68 | $50-99m | Tier 2 |
| Spirit Of America Income Fund | SOAIX | Spirit Of America Management Corp | 0.68 | $50-99m | Tier 2 |
| Invesco DWA Utilities Momentum ETF | PUI | Invesco | 0.68 | $50-99m | Tier 2 |
| Proshares Equities For Rising Rates ETF | EQRR | ProFund / ProShare | 0.68 | $50-99m | Tier 2 |
| Morgan Stanley Variable Insurance Fund - Global Infrastructure Portfolio | MBGIX | Morgan Stanley Investment Management | 0.68 | $50-99m | Tier 2 |
| Pacer Cfra-Stovall Equal Weight Seasonal Rotation ETF | SZNE | Pacer Advisors | 0.66 | $50-99m | Tier 2 |
| TIAA-CREF Life Large-Cap Value Fund | TLLVX | TIAA-CREF Asset Management | 0.66 | $50-99m | Tier 2 |
| JPMorgan Diversified Return Global Equity ETF | JPGE | JPMorgan Asset Management | 0.65 | $50-99m | Tier 2 |
| Invesco Exchange Fund | ACEHX | Invesco | 0.65 | $50-99m | Tier 2 |
| Delaware Covered Call Strategy Fund | FRCDX | Delaware / Ivy | 0.64 | $50-99m | Tier 2 |
| LSV Global Value Fund | LSVGX | LSV Asset Management | 0.63 | $50-99m | Tier 3 |
| Nuveen NWQ Multi-Cap Value Fund | NQVRX | Nuveen Asset Management | 0.63 | $50-99m | Tier 3 |
| Huber Select Large Cap Value Fund | HULIX | Huber Funds | 0.62 | $50-99m | Tier 3 |
| Icon Energy Fund | ICENX | Icon Advisers | 0.62 | $50-99m | Tier 3 |
| JPMorgan U.S. Dividend ETF | JDIV | JPMorgan Asset Management | 0.61 | $50-99m | Tier 3 |
| WBI Power Factor High Dividend ETF | WBIY | Millington Securities | 0.61 | $50-99m | Tier 3 |
| Nuveen Diversified Dividend & Income Fund | JDD | Nuveen Asset Management | 0.6 | $50-99m | Tier 3 |
| Nuveen Tax-Advantaged Total Return Strategy Fund | JTA | Nuveen Asset Management | 0.6 | $50-99m | Tier 3 |
| Invesco Sandp 500 Buywrite ETF | PBP | Invesco | 0.59 | $50-99m | Tier 3 |
| Transamerica Balanced II Fund | TBLTX | TransAmerica Funds | 0.59 | $50-99m | Tier 3 |
| Loomis Sayles Global Growth Fund | LSNGX | Natixis Asset Management Advisors | 0.58 | $50-99m | Tier 3 |
| Locorr Dynamic Equity Fund | LEQAX | Locorr Fund Management | 0.57 | $50-99m | Tier 3 |
| Tributary Balanced Fund | FOBAX | Tributary Capital Management | 0.57 | $50-99m | Tier 3 |
| Fidelity Advisor Global Capital Appreciation Fund | FEUIX | Fidelity | 0.57 | $50-99m | Tier 3 |
| Small-Cap Index Fund | TRZIX | T. Rowe Price Associates | 0.56 | $50-99m | Tier 3 |
| SPDR Factset Innovative Technology ETF | XITK | State Street Global Advisors | 0.56 | $50-99m | Tier 3 |
| MM S&P Mid Cap Index Fund | MDKYX | MassMutual Financial Group | 0.56 | $50-99m | Tier 3 |
| Wisdomtree U.S. ESG Fund | RESP | WisdomTree Asset Management | 0.55 | $50-99m | Tier 3 |
| Cohen & Steers Alternative Income Fund | DVFIX | Cohen & Steers Capital Management | 0.54 | $50-99m | Tier 3 |
| JPMorgan Insurance Trust Global Allocation Portfolio | JPMIGA1 | JPMorgan Asset Management | 0.51 | $50-99m | Tier 3 |
| Principal Shareholder Yield Index ETF | PY | Principal Management Corporation | 0.51 | $50-99m | Tier 3 |
| Invesco Sandp 500(R) Ex-Rate Sensitive Low Volatility ETF | XRLV | Invesco | 0.51 | $50-99m | Tier 3 |
| Putnam VT Global Asset Allocation Fund | VPGAIAV | Putnam Investment Management | 0.5 | $50-99m | Tier 3 |
| Nuveen Tax-Advantaged Dividend Growth Fund | JTD | Nuveen Asset Management | 0.48 | $50-99m | Tier 3 |
| Delaware VIP(R) Growth Equity Series | DELGREQ | Delaware / Ivy | 0.47 | $50-99m | Tier 3 |
| Invesco V.I. S&P 500 Index Fund | VMVSPXV | Invesco | 0.46 | $50-99m | Tier 3 |
| Vanguard S&P Mid-Cap 400 Value Index Fund | VMFVX | Vanguard Group | 0.46 | $50-99m | Tier 3 |
| Franklin Focused Growth Fund | FFQZX | Franklin Templeton | 0.45 | $50-99m | Tier 3 |
| Ishares Evolved U.S. Technology ETF | IETC | BlackRock Advisors | 0.44 | $50-99m | Tier 3 |
| Aberdeen Dynamic Dividend Fund | ADAVX | Aberdeen Asset Management Limited | 0.43 | $50-99m | Tier 3 |
| AMG Renaissance Large Cap Growth Fund | MRLIX | Managers Investment Group | 0.43 | $50-99m | Tier 3 |
| Mid-Cap Fund | SIPIX | SEI Investments Management Corporation | 0.39 | $50-99m | Tier 3 |
| Janus Henderson Large Cap Value Fund | JPLNX | Janus Henderson | 0.39 | $50-99m | Tier 3 |
| Profund VP Banks | BLSIX | ProFund / ProShare | 0.36 | $50-99m | Tier 3 |
| Putnam VT Research Fund | VPRSIBV | Putnam Investment Management | 0.35 | $50-99m | Tier 3 |
| Putnam Dynamic Asset Allocation Equity Fund | PUTDYEY | Putnam Investment Management | 0.35 | $50-99m | Tier 3 |
| Tributary Growth Opportunities Fund | FOGRX | Tributary Capital Management | 0.32 | $50-99m | Tier 3 |
| Global Value Equity Fund | TRGVX | T. Rowe Price Associates | 0.31 | $50-99m | Tier 3 |
| Blackrock Ga Disciplined Volatility Equity Fund | BGDVX | BlackRock Advisors | 0.3 | $50-99m | Tier 3 |
| SPDR S&P 1500 Momentum Tilt ETF | MMTM | State Street Global Advisors | 0.29 | $50-99m | Tier 4 |
| WBI Bullbear Yield 3000 ETF (Formerly, WBI Bullbear Yield 1000 ETF) | WBIG | Millington Securities | 0.29 | $50-99m | Tier 4 |
| SPDR MSCI World Strategicfactors ETF | QWLD | State Street Global Advisors | 0.28 | $50-99m | Tier 4 |
| Neuberger Berman Mid Cap Intrinsic Value Fund | NBRRX | Neuberger Berman | 0.28 | $50-99m | Tier 4 |
| Blackrock Ga Dynamic Equity Fund | BGEEX | BlackRock Advisors | 0.27 | $50-99m | Tier 4 |
| Copley Fund | COPLX | Copley Financial Services Corporation | 0.26 | $50-99m | Tier 4 |
| SPDR Global Dow ETF | DGT | State Street Global Advisors | 0.25 | $50-99m | Tier 4 |
| Virtus Duff And Phelps Global Infrastructure Fund | VGIRX | Virtus Investment Advisers | 0.24 | $50-99m | Tier 4 |
| Cushing Nextgen Infrastructure Income Fund (SZC) | SZC | Cushing MLP Asset Management | 0.2 | $50-99m | Tier 4 |
| Fidelity Advisor Global Equity Income Fund | FIQQX | Fidelity | 0.17 | $50-99m | Tier 4 |
| Reynolds Blue Chip Growth Fund | RBCGX | Reynolds Capital Management | 0.15 | $50-99m | Tier 4 |
| Fidelity Flex Large Cap Growth Fund | FLCLX | Fidelity | 0.14 | $50-99m | Tier 4 |
| Schwab Hedged Equity Fund | SWHEX | Charles Schwab Investment Management | 0.11 | $50-99m | Tier 4 |
| Fidelity Growth Opportunities ETF | FGRO | Fidelity | 0.09 | $50-99m | Tier 4 |
| Vanguard US Minimum Volatility ETF | VFMV | Vanguard Group | 0.06 | $50-99m | Tier 4 |
| Systematic Value Fund | VBCVX | Variable Annuity Life Insurance Company | 0.06 | $50-99m | Tier 4 |
| Fidelity New Millennium ETF | FMIL | Fidelity | 0.03 | $50-99m | Tier 4 |
| Calamos Global Equity Fund | CIGEX | Calamos Asset Management | 0.01 | $50-99m | Tier 4 |
| Hennessy Cornerstone Large Growth Fund | CLEBX | Hennessy Advisors | 0.01 | $50-99m | Tier 4 |
| Hennessy Total Return Fund | HDOGX | Hennessy Advisors | 0.01 | $50-99m | Tier 4 |
| Cavanal Hill World Energy Fund | AIWEX | Cavanal Hill Investment Management | 0.01 | $50-99m | Tier 4 |
| Janus Henderson Value Plus Income Fund | JPVNX | Janus Henderson | 0 | $50-99m | Tier 4 |
| Davis Financial Portfolio | QDFPAX | Davis Advisers | 0 | $50-99m | Tier 4 |
| Franklin Universal Trust | FT | Franklin Templeton | 0 | $50-99m | Tier 4 |
| Thrivent Partner Growth Stock Portfolio | EVFCX | Thrivent Investment Management | 0 | $50-99m | Tier 4 |
| Plumb Balanced Fund | PLABX | Wisconsin Capital Management | 0 | $50-99m | Tier 4 |
| SPDR S&P Capital Markets ETF | KCE | State Street Global Advisors | 0 | $50-99m | Tier 4 |
| Sarofim Equity Fund | SRFMX | Fayez Sarofim & Co | 0 | $50-99m | Tier 4 |
| Aam S&P 500 High Dividend Value ETF | SPDV | Exchange Traded Concepts | 0 | $50-99m | Tier 4 |
| Chase Growth Fund | CHAIX | Chase Growth Capital Corp | 0 | $50-99m | Tier 4 |
| Capital Advisors Growth Fund | CIAOX | Capital Advisors | 0 | $50-99m | Tier 4 |
| Goodhaven Fund | GOODX | Goodhaven Capital Management | 0 | $50-99m | Tier 4 |
| Fiera Capital U.S. Equity Long-Term Quality Fund | FCUIX | Fiera Capital | 0 | $50-99m | Tier 4 |
| American Customer Satisfaction ETF | ACSI | Toroso Investments | 0 | $50-99m | Tier 4 |
| Leatherback Long/Short Alternative Yield ETF | LBAY | Toroso Investments | 0 | $50-99m | Tier 4 |
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