Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 6,396 $499K 0.26% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 6,394 $499K 0.15% +89 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,358 $496K 0.03% +54 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,355 $496K <0.01% +3,344 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,268 $489K 0.04% +10 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,261 $489K 0.1% +1,681 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,236 $487K 0.35% +63 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,222 $486K 0.13% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,199 $484K 0.11% +12 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,134 $479K 0.07% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,067 $474K 0.04% +433 13F-HR Timeline Stanley-Laman Group, Ltd. 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More: the full row for OMNI 360 Wealth, Inc. 3,693 $288K 0.16% +129 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,675 $287K <0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,658 $286K 0.02% -1,052 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,595 $281K 0.05% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,568 $279K 0.11% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,568 $279K 0.11% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 3,562 $278K 0.1% -6 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,540 $276K 0.11% +9 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. 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NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,833 $221K 0.19% -26 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,810 $219K 0.1% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,797 $218K 0.01% -581 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,757 $215K 0.03% +10 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,716 $212K 0.02% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,701 $211K 0.09% -439 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,692 $210K 0.03% -4,358 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,692 $210K 0.05% -51 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,679 $209K 0.02% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,678 $209K 0.05% new 13F-HR Timeline Sunbelt Securities, Inc. 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