CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,749 $377K 0.13% +584 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,742 $376K 0.09% +158 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,737 $375K 0.04% -130 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,736 $375K 0.01% +391 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,735 $374K 0.27% -65 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,735 $374K 1.05% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,732 $374K 0.09% +4 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,750 $374K 0.02% new 13F-HR/A Timeline Bill Few Associates, Inc. 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Advisory Services LLC 1,540 $332K 0.03% +46 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,540 $332K 0.2% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 1,534 $331K 0.14% +63 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,533 $331K 0.16% -253 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,528 $330K 0.07% +12 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,521 $328K 0.1% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,520 $328K 0.1% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,518 $328K 0.05% -205 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,518 $328K 0.08% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,518 $328K 0.01% -215 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,144 $326K 0.03% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,509 $326K 0.18% new 13F-HR Timeline Dash Acquisitions Inc. 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More: the full row for SOA Wealth Advisors, LLC. 1,399 $302K 0.05% +23 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,398 $302K 0.1% -122 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,398 $302K 0.05% +369 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,394 $301K 0.03% +10 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,380 $300K 0.05% -371 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,391 $300K 0.11% +224 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,382 $298K 0.04% -3,184 13F-HR Timeline Cairn Investment Group, Inc. 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