NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 795,203 $34.9M 0.15% +2,369 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 757,948 $33.3M 20.51% +26,330 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 614,377 $27M <0.01% -47,680 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 508,544 $22.4M <0.01% -76,925 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 360,352 $15.8M 1.86% -10,887 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 251,648 $11.1M 0.32% +11,521 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 232,326 $10.2M 0.11% +1,589 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 202,986 $8.92M 0.12% new 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 186,831 $8.21M <0.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 159,193 $7M <0.01% +126,882 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 143,223 $6.29M 0.8% -2,176 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 142,446 $6.26M 0.01% -21,335 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 131,434 $5.78M 0.04% +3,748 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 110,423 $4.85M 0.91% +11,728 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 109,369 $4.81M <0.01% +9,356 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 88,073 $3.87M <0.01% +35,158 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 79,335 $3.49M <0.01% +2,719 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 63,390 $2.79M 1.23% -8,094 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 60,995 $2.68M <0.01% +21,977 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 60,887 $2.68M <0.01% -20,671 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 60,726 $2.67M <0.01% +144 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 56,942 $2.5M 1.23% +1,941 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 56,922 $2.5M 0.41% -12,119 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 56,921 $2.48M <0.01% +3,734 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 55,380 $2.43M 0.62% 0 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 51,275 $2.25M 0.42% -1,179 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 47,886 $2.1M 0.49% -1,473 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 46,919 $2.06M 1.71% -599 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 42,517 $1.87M 0.07% +534 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 42,303 $1.86M 0.68% -1,166 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. 40,414 $1.78M 0.04% +17,953 13F-HR Timeline Group CROBAN More: the full row for CROBAN 38,788 $1.7M 1.46% +4,839 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 38,644 $1.7M 0.86% -10,111 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,288 $1.68M <0.01% -6,494 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 35,363 $1.55M 0.01% +7,623 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 34,422 $1.51M <0.01% +15,934 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 34,292 $1.51M 0.4% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 33,814 $1.49M 0.13% -208 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,840 $1.4M <0.01% -3,255 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,129 $1.32M 0.01% -2,611 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 28,126 $1.24M 0.1% +1,015 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 27,840 $1.22M 0.2% -26,039 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 26,439 $1.16M 0.9% -1,191 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 25,681 $1.13M 0.96% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 23,398 $1.03M 0.01% +3,633 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,666 $908K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 20,625 $906K <0.01% +10,312 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,215 $888K 0.03% -3,044 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 19,039 $837K 0.01% -1,785 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,684 $821K <0.01% -1,128 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 18,670 $821K 0.01% +842 13F-HR/A Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 18,195 $800K 0.25% -4,541 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 17,042 $749K 0.29% -1,164 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,407 $721K 0.06% -909 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,679 $645K 0.07% +5,007 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,619 $643K 0.09% +524 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,415 $634K <0.01% -3,722 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,924 $612K 0.04% +13 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 12,104 $532K 0.03% +5,832 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 11,742 $516K 0.36% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,621 $504K 0.03% +337 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,082 $487K 0.09% -3,203 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,736 $428K <0.01% +1,160 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,679 $425K 0.09% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,535 $419K 0.14% +572 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 9,103 $400K 0.1% -215 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,644 $380K 0.01% -480 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,416 $370K 0.01% -396 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,239 $362K 0.01% -464 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,154 $358K <0.01% +903 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,841 $345K 0.01% -336 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,687 $338K <0.01% +615 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,298 $321K 0.14% -323 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,902 $303K 0.01% 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,302 $277K <0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,120 $269K 0.03% +301 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,028 $265K 0.19% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 6,036 $263K 0.13% +1,026 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 5,893 $259K 0.08% +296 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,889 $259K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,471 $240K <0.01% -507 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,447 $239K 0.09% -55 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,947 $215K 0.01% +57 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,789 $210K 0.03% +48 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,704 $207K 0.02% 0 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 3,835 $169K 0.03% +180 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,543 $156K <0.01% -16,222 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,786 $122K <0.01% -452 13F-HR/A Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,300 $101K 0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,185 $96.1K <0.01% -1,467 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,615 $70K 0.04% +31 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 $60.2K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,316 $57.8K <0.01% -1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,219 $53.4K <0.01% +553 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,049 $46.1K <0.01% -331 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $44K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 990 $43.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 875 $38.5K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 800 $35.2K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 704 $30.9K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 658 $28.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 596 $26.2K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 462 $20.3K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 455 $20K <0.01% -451 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 250 $10.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 222 $9.76K <0.01% -15 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 191 $8.39K <0.01% +19 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 188 $8.26K <0.01% -150 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 $7.69K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 121 $5.32K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 61 $2.68K <0.01% -58 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 52 $2.29K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $1.76K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 24 $1.05K <0.01% -295 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 4 $219 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $36 <0.01% +1 13F-HR Timeline Group 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.