NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 777,724 $33.4M 0.16% new 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 711,431 $30.5M <0.01% -83,014 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 554,691 $23.8M <0.01% +364,444 13F-HR Timeline Group Northland Capital Management LLC More: the full row for Northland Capital Management LLC 452,078 $19.4M 14.39% +17,933 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 364,378 $15.6M 1.98% +221,405 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 229,265 $9.84M 0.11% +3,703 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 217,347 $9.33M 0.29% +34,012 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 186,831 $8.02M <0.01% -20,506 13F-HR/A Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 185,092 $7.95M 0.02% -34,306 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 150,218 $6.45M 1.16% -33,527 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 133,569 $5.78M 0.04% +3,338 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 132,822 $5.7M 0.82% +976 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 97,893 $4.2M +46,796 Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 85,663 $3.68M 1.73% +5,727 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 80,308 $3.45M <0.01% +1,014 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 79,638 $3.42M <0.01% -7,611 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 75,569 $3.24M <0.01% +28,219 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 70,086 $3.01M 0.61% +11,475 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 64,311 $2.76M 0.49% +5,363 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 60,715 $2.61M <0.01% -507 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 55,380 $2.38M 0.66% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 54,595 $2.34M 1.28% 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 53,885 $2.31M 0.5% -7,087 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53,177 $2.28M <0.01% new 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 52,548 $2.26M <0.01% -14,913 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 50,960 $2.19M 1.18% -6,130 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 49,043 $2.11M 0.54% -547 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 47,559 $2.04M <0.01% +5,338 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 46,121 $1.98M 0.81% +1,362 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 45,990 $1.97M 1.74% +456 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 45,111 $1.94M <0.01% +39,271 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 42,061 $1.81M 0.07% +5,996 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 36,673 $1.57M <0.01% 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,320 $1.56M 0.02% +5,502 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 36,118 $1.55M <0.01% -4,685 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 35,519 $1.52M 0.15% -6,236 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 34,292 $1.47M 0.43% 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 33,713 $1.45M 1.18% -1,036 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 33,603 $1.44M 0.13% +8,275 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,204 $1.38M 0.01% -582 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 31,991 $1.37M 0.05% new 13F-HR Timeline CROBAN More: the full row for CROBAN 28,320 $1.22M 1.19% 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 25,000 $1.07M 0.6% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,626 $1.01M 0.04% -137 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 22,502 $966K 0.02% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 21,302 $914K 0.05% -1,980 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,180 $909K <0.01% +15,439 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 20,253 $869K 0.01% -624 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 18,363 $788K 0.29% -3,099 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 18,129 $778K 0.07% +8,892 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 18,081 $776K 0.32% +746 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 17,800 $764K 0.15% -1,786 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,070 $733K <0.01% +1,372 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,889 $725K 0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 16,295 $700K 0.01% +4,814 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,125 $692K 0.01% +7,120 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 15,745 $676K 0.55% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,244 $611K 0.09% +1,020 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,902 $597K 0.04% +17 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 12,446 $534K 0.41% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,045 $517K <0.01% new 13F-HR Timeline Group Retirement Solution LLC More: the full row for Retirement Solution LLC 11,663 $501K 0.13% -1,137 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,639 $500K 0.03% +145 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 11,509 $494K 0.23% -5,979 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,313 $443K <0.01% new 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 10,072 $432K -1,709 Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,054 $432K 0.05% +701 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,885 $424K <0.01% new 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,651 $414K 0.09% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,418 $404K <0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,033 $388K <0.01% +2 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,542 $367K 0.01% -330 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,196 $352K 0.13% -38 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 8,095 $348K <0.01% -182 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,921 $340K 0.17% -51 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,277 $312K <0.01% +1,585 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,982 $300K 0.04% +666 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,771 $292K 0.12% +729 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,028 $259K 0.19% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,962 $256K <0.01% +641 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 5,612 $241K 0.01% new 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 5,597 $240K 0.09% +19 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,483 $235K 0.01% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,451 $234K 0.02% new 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 5,375 $231K 0.15% -11,597 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,352 $230K 0.01% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,896 $210K 0.11% -527 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,695 $202K 0.01% -207 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,693 $201K <0.01% -1,043 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 4,687 $201K 0.15% -234 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,549 $195K <0.01% +117 13F-HR/A Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,553 $195K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,084 $175K 0.06% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,640 $156K 0.03% +66 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,178 $93.5K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,702 $73.1K <0.01% +1,298 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,613 $69.2K <0.01% -92,345 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,370 $58.4K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,114 $47.8K <0.01% -131 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,040 $44.6K <0.01% +21 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $42.9K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 882 $37.9K <0.01% -26 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 875 $37.6K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 873 $37.5K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 866 $37.2K <0.01% -14 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 800 $34.3K <0.01% -45 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 704 $30.2K 0.02% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 462 $19.8K 0.01% -896 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 451 $19.4K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 402 $17.3K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 378 $16.2K <0.01% -34 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 319 $13.7K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 275 $11.8K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 250 $10.7K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 250 $10.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 237 $10.2K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 178 $8K <0.01% -19 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 175 $7.51K 0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 121 $5.2K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 120 $5.19K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 119 $5.11K <0.01% +61 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 58 $2.49K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $32 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.