SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 10,084 $499K 0.13% +3,829 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 9,895 $499K 0.18% +349 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 10,078 $498K 0.26% +44 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,076 $498K 0.13% +595 13F-HR Timeline SGL Investment Advisors, Inc. 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More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,607 $376K 0.03% -2,091 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,595 $376K 0.09% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 7,591 $375K 0.13% -313 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 7,576 $375K 0.06% -6,838 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,573 $375K 0.1% -191 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 7,541 $373K 0.1% +21 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,495 $371K 0.13% -95 13F-HR Timeline DKM Wealth Management, Inc. 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Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 7,368 $364K 0.14% -576 13F-HR Timeline Raleigh Capital Management Inc. 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