WorthPointe, LLC More: the full row for WorthPointe, LLC 1,417 $527K 0.14% -36 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,416 $526K 0.15% -287 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,416 $526K 0.04% +176 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,415 $526K 0.3% +146 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,413 $525K 0.11% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,412 $525K 0.02% -51 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,412 $525K 0.14% -326 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,409 $524K 0.1% +165 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,409 $524K 0.11% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,408 $523K 0.46% -44 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,408 $523K 0.22% +444 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,408 $523K 0.3% -6 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,405 $522K 0.17% +47 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,405 $522K 0.1% +23 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 1,402 $521K 0.25% +57 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,401 $521K 0.34% +58 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,400 $520K 0.1% -62 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 1,400 $520K 0.3% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,400 $520K 0.2% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,398 $520K 0.03% -144 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,397 $519K 0.02% -602 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,397 $519K 0.14% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,396 $519K 0.37% -61 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,395 $519K 0.19% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,394 $518K 0.15% +80 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,393 $518K 0.25% +240 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,389 $516K 0.34% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,389 $516K 0.05% +177 13F-HR Timeline Newman Dignan & Sheerar, Inc. 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ALLISON & CO., INC. 1,264 $470K 0.31% -64 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,263 $470K 0.23% +152 13F-HR/A Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,261 $469K 0.18% -10 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,261 $469K 0.23% +31 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,260 $468K 0.12% 0 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 1,256 $467K 0.46% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,255 $467K 0.18% -50 13F-HR Timeline LifePlan Investment Advisors, Inc. 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