| 2020 | AB Large Cap Growth Advisor Class | M |
| 2020 | AM Century Mid Cap Value 529A | J |
| 2020 | AM Century Mid Cap Value 529A | J |
| 2020 | AM Century Mid Cap Value 529A | J |
| 2020 | AM Century Mid Cap Value 529A | J |
| 2020 | AM Century Mid Cap Value 529A | J |
| 2020 | AM Century Mid Cap Value 529A | J |
| 2020 | AMG Timesquare small cap growth | M |
| 2020 | Acclaris Inc., Cash account | K |
| 2020 | Adirondack Small Cap Fund | |
| 2020 | American Capital Income Builder Cl F2 | |
| 2020 | American Capital Income Builder Cl F2 | |
| 2020 | American Capital Income Builder Cl F2 | |
| 2020 | American Europacific Growth | M |
| 2020 | Appleseed Fund - Institutional | |
| 2020 | Artisan International | M |
| 2020 | Artisan International Value Fund Instl | M |
| 2020 | Artisan Intl small-mid cap snstl | K |
| 2020 | Aston/Fairpointe Mid Cap Fund Cl I | |
| 2020 | Baron Real Estate Inst | L |
| 2020 | BlackRock Russell 2500 Index NL - C1 F | L |
| 2020 | Boston Partners Global Long Short Insl | J |
| 2020 | Boston Partners Global Long Short Insl | L |
| 2020 | Champlain Small Company Fund Adv Cl | M |
| 2020 | Columbia Contrarian Core Fund Cl R4 | M |
| 2020 | Columbia Contrarion Core 529A | J |
| 2020 | Columbia Contrarion Core 529A | J |
| 2020 | Columbia Contrarion Core 529A | J |
| 2020 | Columbia Contrarion Core 529A | J |
| 2020 | Columbia Contrarion Core 529A | J |