NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 792,834 $34.8M 0.17% +15,110 13F-HR/A Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 731,618 $32.1M 21.73% +279,540 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 662,057 $29.1M <0.01% -49,374 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 585,469 $25.7M <0.01% +30,778 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 371,239 $16.3M 2.05% +6,861 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 240,127 $10.5M 0.33% +22,780 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 230,737 $10.1M 0.12% +1,472 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 186,831 $8.2M <0.01% 0 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 163,781 $7.19M 0.02% -21,311 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 145,399 $6.38M 0.95% +12,577 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 127,686 $5.61M 0.04% -5,883 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 100,013 $4.39M <0.01% +19,705 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 98,695 $4.33M 0.86% +28,609 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 81,558 $3.58M <0.01% +1,920 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 76,616 $3.36M <0.01% +1,047 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 71,484 $3.14M 1.49% -14,179 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 69,041 $3.03M 0.55% -81,177 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 60,582 $2.66M <0.01% -133 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 55,380 $2.43M 0.68% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 55,001 $2.41M 1.28% +4,041 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 53,879 $2.37M 0.42% -10,432 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53,187 $2.33M <0.01% +10 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,915 $2.32M -44,978 Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 52,454 $2.3M 0.47% -1,431 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 49,359 $2.17M 0.56% +316 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 48,755 $2.14M 1.22% -5,840 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 47,518 $2.09M 1.82% +1,528 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 44,782 $1.97M <0.01% -2,777 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 43,469 $1.91M 0.76% -2,652 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 41,983 $1.84M 0.08% -78 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,018 $1.71M <0.01% +2,345 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,095 $1.54M <0.01% +23,050 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 34,292 $1.51M 0.42% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 34,022 $1.49M 0.14% -1,497 13F-HR Timeline CROBAN More: the full row for CROBAN 33,949 $1.49M 1.37% +5,629 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,740 $1.44M 0.01% +536 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 32,311 $1.42M <0.01% -3,807 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 27,740 $1.22M 0.01% -8,580 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 27,630 $1.21M 0.99% -6,083 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 27,111 $1.19M 0.11% -6,492 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,259 $1.02M 0.04% -367 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 22,736 $998K 0.33% +4,373 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. 22,461 $986K 0.02% -41 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 20,824 $914K 0.01% +4,699 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,997 $878K <0.01% -32,551 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,812 $870K <0.01% +2,742 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,765 $868K <0.01% -1,415 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,765 $868K 0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,488 $812K <0.01% +9,070 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 18,206 $799K 0.33% +125 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,137 $796K 0.01% -2,116 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,828 $783K 0.01% +1,533 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 17,316 $760K 0.07% -813 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,817 $650K 0.04% -6,485 13F-HR/A Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,285 $627K 0.13% -3,515 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,095 $619K 0.09% -149 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,911 $611K 0.04% +9 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 11,742 $515K 0.38% -704 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,206 $492K 0.02% -20,785 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,284 $488K 0.03% -355 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,313 $453K <0.01% 0 13F-HR/A Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,679 $425K 0.09% +28 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,672 $425K 0.05% -382 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 9,318 $409K 0.12% -2,345 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,124 $401K 0.02% +3,772 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,963 $393K 0.15% +767 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 8,953 $393K 0.18% -2,556 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,812 $387K 0.02% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,703 $382K 0.01% +161 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,576 $376K <0.01% -457 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,177 $359K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,849 $338K 0.02% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,621 $335K 0.16% -300 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,251 $318K <0.01% -2,821 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,167 $315K <0.01% -9,722 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,072 $310K <0.01% -205 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,302 $277K <0.01% -1,793 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,272 $275K 0.02% +821 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,028 $265K 0.2% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,978 $262K <0.01% +16 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,819 $255K 0.03% -1,163 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 5,597 $246K 0.08% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,502 $241K 0.1% -1,269 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 5,010 $220K 0.12% +114 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,890 $215K 0.02% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,741 $208K 0.03% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,704 $207K 0.01% +9 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,652 $204K 0.01% -831 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,553 $200K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,655 $160K 0.03% +15 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,652 $160K <0.01% +1,474 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,238 $142K <0.01% -1,311 13F-HR Timeline Group Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,584 $68.8K 0.05% -14,161 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,380 $60.6K <0.01% +266 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 $59.5K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,317 $57.8K <0.01% -296 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $43.9K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 906 $39.8K <0.01% -134 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 875 $38.4K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 800 $35.1K <0.01% 0 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 737 $32.4K 0.02% new 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 704 $30.9K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 666 $29.2K <0.01% +416 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 658 $28.9K <0.01% -224 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 596 $26.2K 0.01% -3,488 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 462 $20.3K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 338 $14.8K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 319 $14K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 250 $11K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 237 $10.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 178 $8K <0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 175 $7.71K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 172 $7.54K <0.01% -206 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 136 $5.97K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 121 $5.35K <0.01% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 121 $5.3K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 119 $5.22K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 67 $2.94K 0.01% -384 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 56 $2.46K <0.01% -817 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 52 $2.28K <0.01% -350 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $1.76K <0.01% -18 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 4 $219 <0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $16 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.