AMERICAN PORTFOLIOS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
96
Active participants
33,954
Total plan assets
$2.2B
Filings (rows)
102
Direct comp
$2.3M
Indirect comp
$750K
Aggregating 10 name variants under "AMERICAN PORTFOLIOS"
AMERICAN PORTFOLIOS ADVISORS46AMERICAN PORTFOLIOS FINANCIAL13AMERICAN PORTFOLIOS FINANCIAL SERVI12AMERICAN PORTFOLIOS FINANCIAL SVCS10AMERICAN PORTFOLIOS8AMERICAN PORTFOLIOS ADVISORS ONE3AMERICAN PORTFOLIOS FIN SVCS3AMERICAN PORTFOLIOS FINANCIAL SER1AMERICAN PORTFOLIOS FNCL SVC1AMERICAN PORTFOLIOS ADVISORS I1
SERVICES PROVIDED
Advisor / Consultant49
Other40
Broker8
Top plans served
Showing top 102 of 96 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SANFORD HEALTH SANFORD HEALTH EMPLOYEES' PENSION PLAN | SIOUX FALLS, SD | Other NONE | 376 | $283.2M | $220K |
| SANFORD HEALTH SANFORD HEALTH EMPLOYEES' PENSION PLAN | SIOUX FALLS, SD | Other NONE | 98 | $236.4M | $33K |
| MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON, WI | Other NONE | 569 | $108.0M | $0 |
| MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON, WI | Other NONE | 569 | $108.0M | $0 |
| MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON, WI | Other NONE | 569 | $108.0M | $0 |
| MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON, WI | Other NONE | 569 | $108.0M | $0 |
| GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 504 | $89.2M | $39K |
| ACHIEVEMENT FIRST, INC. ACHIEVEMENT FIRST, INC. 403(B) PLAN | NEW HAVEN, CT | Broker BROKER | 1,869 | $88.2M | $0 |
| MILE BLUFF MEDICAL CENTER, INC. MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON, WI | Advisor / Consultant INVESTMENT ADVISOR | 568 | $85.1M | $0 |
| ACHIEVEMENT FIRST, INC. ACHIEVEMENT FIRST, INC. 403(B) PLAN | NEW HAVEN, CT | Broker BROKER | 1,873 | $80.4M | $0 |
| GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE, FL | Other OTHER | 616 | $79.1M | $53K |
| GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 670 | $68.4M | $53K |
| MANHATTAN SCHOOL OF MUSIC MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 836 | $55.2M | $68K |
| MANHATTAN SCHOOL OF MUSIC MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 888 | $52.4M | $49K |
| MILLER ELECTRIC COMPANY MILLER ELECTRIC COMPANY EMPLOYEES PROFIT SHARING PLAN | JACKSONVILLE, FL | Broker BROKERAGE | 529 | $44.5M | $31K |
| WENDEL, LLC WENDEL 401K PLAN | WILLIAMSVILLE, NY | Other NA | 274 | $32.3M | $15K |
| HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD, CT | Broker BROKER/DEALER | 111 | $30.1M | $0 |
| WEST CENTRAL GASTROENTEROLOGY, LLP GASTRO FLORIDA 401(K)PLAN | ST. PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISOR | 183 | $30.1M | $71K |
| HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD, CT | Broker BROKER/DEALER | 126 | $28.5M | $0 |
| HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD, CT | Broker BROKER/DEALER | 126 | $28.5M | $0 |
| FXCM GLOBAL SERVICES, LLC FXCM 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 105 | $25.8M | $7K |
| WEST CENTRAL GASTROENTEROLOGY, LLP GASTRO FLORIDA 401(K)PLAN | ST. PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISOR | 171 | $25.7M | $72K |
| ENVIROTRAC LTD. ENVIROTRAC LTD. 401K PLAN | YAPHANK, NY | Advisor / Consultant ADVISOR | 145 | $24.6M | $32K |
| AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT, NY | Advisor / Consultant INVESTMENT ADVISOR | 164 | $23.6M | $39K |
| HERBERT J. SIMS & CO., INC. HERBERT J. SIMS & CO. , INC. | FAIRFIELD, CT | Other NONE | 104 | $23.4M | $0 |
| WEST CENTRAL GASTROENTEROLOGY, LLP GASTRO FLORIDA 401(K)PLAN | ST. PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISOR | 161 | $23.2M | $74K |
| LABORATORY ALLIANCE OF CENTRAL NEW YORK LABORATORY ALLIANCE OF CENTRAL NEW YORK 401(K) PLAN | LIVERPOOL, NY | Advisor / Consultant INVESTMENT ADVISOR | 327 | $22.8M | $52K |
| LABORATORY ALLIANCE OF CENTRAL NEW YORK LABORATORY ALLIANCE OF CENTRAL NEW YORK 401K PLAN | LIVERPOOL, NY | Advisor / Consultant INVESTMENT ADVISOR | 251 | $22.2M | $55K |
| HUNT ENGINEERS, ARCHITECTS, LAND SURVEYORS & LANDSCAPE ARCHITECTS, DPC HUNT-EAS 401K PLAN | HORSEHEADS, NY | Advisor / Consultant ADVISORY | 156 | $21.0M | $51K |
| LABORATORY ALLIANCE OF CENTRAL NEW YORK LABORATORY ALLIANCE OF CENTRAL NEW YORK 401(K) PLAN | LIVERPOOL, NY | Advisor / Consultant INVESTMENT ADVISOR | 217 | $19.1M | $50K |
| HUNT ENGINEERS, ARCHITECTS, LAND SURVEYORS & LANDSCAPE ARCHITECTS, DPC HUNT-EAS 401K PLAN | HORSEHEADS, NY | Advisor / Consultant ADVISORY | 149 | $19.0M | $45K |
| CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND, WI | Advisor / Consultant INVESTMENT ADVISORY | 236 | $18.7M | $0 |
| AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT, NY | Advisor / Consultant INVESTMENT ADVISOR | 158 | $18.4M | $31K |
| PK MANAGEMENT LLC PK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | GREENVILLE, SC | Advisor / Consultant ADVISOR | 423 | $16.9M | $69K |
| BOT OF SMART LOCAL 137 INSURANCE FUND SMART LOCAL 137 INSURANCE FUND | LONG ISLAND CITY, NY | Other NONE | 254 | $16.9M | $10K |
| CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND, WI | Advisor / Consultant INVESTMENT ADVISORY | 236 | $16.8M | $0 |
| BOT OF SMART LOCAL 137 INSURANCE FUND SMART LOCAL 137 INSURANCE FUND | LONG ISLAND CITY, NY | Other INVESTMENT MGMT | 266 | $15.7M | $8K |
| CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND, WI | Advisor / Consultant INVESTMENT ADVISORY | 241 | $15.2M | $0 |
| HUNT ENGINEERS, ARCHITECTS, LAND SURVEYORS & LANDSCAPE ARCHITECTS, DPC HUNT-EAS 401K PLAN | HORSEHEADS, NY | Advisor / Consultant ADVISORY | 120 | $14.8M | $42K |
| PK MANAGEMENT LLC PK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | GREENVILLE, SC | Advisor / Consultant ADVISOR | 357 | $14.7M | $74K |
| AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT, NY | Advisor / Consultant INVESTMENT ADVISOR | 152 | $14.3M | $30K |
| PK MANAGEMENT LLC PK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | GREENVILLE, SC | Advisor / Consultant ADVISOR | 383 | $12.6M | $81K |
| JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISORY | 103 | $12.2M | $0 |
| THE CLUB AT ADMIRALS COVE, INC. THE CLUB AT ADMIRAL'S COVE 401(K) PLAN | JUPITER, FL | Advisor / Consultant INVESTMENT ADVISOR | 332 | $11.8M | $39K |
| CENVILL RECREATION, INC CENVILL RECREATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | WEST PALM BEACH, FL | Advisor / Consultant ADVISOR | 129 | $11.4M | $26K |
| TRIDENT PRECISION MANUFACTURING INC. TRIDENT PRECISION MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | WEBSTER, NY | Other OTHER SERVICES | 104 | $11.3M | $0 |
| UNITED MORTGAGE CORP UNITED MORTGAGE CORP 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE, NY | Other INVESTMENT/FINANCIAL ADVI | 353 | $11.1M | $51K |
| JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISORY | 98 | $11.1M | $0 |
| AVANTE CARE MANAGEMENT LLC ABSOLUT RETIREMENT SAVINGS PLAN | ROSLYN HEIGHTS, NY | Other 3(21) FIDUCIA RY SERVICES | 796 | $11.0M | $26K |
| THE POLO CLUB OF BOCA RATON, POA, INC. THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 278 | $10.8M | $43K |
| THE POLO CLUB OF BOCA RATON, POA, INC. THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 269 | $10.5M | $38K |
| MARLABS, INC MARLABS 401(K) PLAN | PISCATAWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 422 | $10.3M | $13K |
| NATIONAL PIPE & PLASTICS, INC. NATIONAL PIPE & PLASTICS, INC. 401(K) INVESTMENT PLAN | ENDICOTT, NY | Other SERVICE PROVIDER | 208 | $10.2M | $0 |
| COVIS PHARMA US, INC. COVIS PHARMA US, INC. 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 135 | $10.2M | $9K |
| CENVILL RECREATION, INC CENVILL RECREATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | WEST PALM BEACH, FL | Advisor / Consultant ADVISOR | 124 | $10.0M | $29K |
| AVANTE CARE MANAGEMENT LLC ABSOLUT RETIREMENT SAVINGS PLAN | ROSLYN HEIGHTS, NY | Other 3(21) FIDUCIA RY SERVICES | 824 | $9.9M | $6K |
| THE POLO CLUB OF BOCA RATON, POA, INC. THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 244 | $9.8M | $40K |
| JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISORY | 96 | $9.6M | $0 |
| JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE, FL | Other OTHER SERVICES | 96 | $9.6M | $0 |
| THE CLUB AT ADMIRALS COVE, INC. THE CLUB AT ADMIRAL'S COVE 401(K) PLAN | JUPITER, FL | Advisor / Consultant INVESTMENT ADVISOR | 370 | $9.5M | $23K |
| UNITED MORTGAGE CORP UNITED MORTGAGE CORP 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE, NY | Other INVESTMENT/FINANCIAL ADVI | 290 | $9.1M | $44K |
| CONEY ISLAND PREPARATORY CHARTER SCHOOL CONEY ISLAND PREPARATORY CHARTER SCHOOL 403(B) RETIREMENT PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT ADVISOR | 234 | $8.8M | $29K |
| UNITED MORTGAGE CORP UNITED MORTGAGE CORP 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE, NY | Other INVESTMENT/FINANCIAL ADVI | 276 | $8.7M | $26K |
| LOST TREE CLUB, INC. LOST TREE CLUB 401(K) PLAN | NORTH PALM BEACH, FL | Advisor / Consultant ADVISOR | 213 | $8.4M | $22K |
| CONEY ISLAND PREPARATORY CHARTER SCHOOL CONEY ISLAND PREPARATORY CHARTER SCHOOL 403(B) RETIREMENT PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT ADVISOR | 230 | $7.7M | $25K |
| THE CLUB AT ADMIRALS COVE, INC. THE CLUB AT ADMIRAL'S COVE 401(K) PLAN | JUPITER, FL | Advisor / Consultant INVESTMENT ADVISOR | 313 | $7.4M | $19K |
| GROWING UP GREEN CHARTER SCHOOLS GROWING UP GREEN CHARTER SCHOOLS 401(K) RETIREMENT PLAN | LONG ISLAND CITY, NY | Broker BROKER | 258 | $7.2M | $0 |
| LOST TREE CLUB, INC. LOST TREE CLUB 401(K) PLAN | NORTH PALM BEACH, FL | Advisor / Consultant ADVISOR | 198 | $7.2M | $25K |
| LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE, FL | Other INVESTMENT/FINANCIAL ADVI | 123 | $6.8M | $19K |
| FOX PRODUCTS CORPORATION FOX PRODUCTS CORPORATION 401(K) PROFIT SHARING PLAN | SOUTH WHITLEY, IN | Advisor / Consultant INVESTMENT ADVISOR | 122 | $6.6M | $22K |
| LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE, FL | Other INVESTMENT/FINANCIAL ADVI | 110 | $6.2M | $18K |
| LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE, FL | Other INVESTMENT/FINANCIAL ADVI | 110 | $6.2M | $18K |
| COMMUNITY RESOURCE CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. COMMUNITY RESOURCE CENTER 403(B) PLAN | BRONX, NY | Other OTHER SERVICES | 196 | $5.8M | $0 |
| WYCLIFFE GOLF & COUNTRY CLUB HOM WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN | WELLINGTON, FL | Other INVESTMENT/FINANCIAL ADVI | 218 | $5.7M | $26K |
| LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE, FL | Other INVESTMENT/FINANCIAL ADVI | 102 | $5.7M | $18K |
| KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION CASH BALANCE PLAN | COLUMBIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 154 | $5.7M | $29K |
| INTELLIMETAL, INC. INTELLIMETAL, INC. 401(K) PLAN | ROCHESTER, NY | Broker BROKER | 97 | $5.5M | $0 |
| KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION CASH BALANCE PLAN | COLUMBIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 155 | $5.3M | $24K |
| NEIGHBORHOOD CHARTER SCHOOLS NEIGHBORHOOD CHARTER SCHOOLS 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 190 | $5.1M | $0 |
| WYCLIFFE GOLF & COUNTRY CLUB HOM WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN | WELLINGTON, FL | Other INVESTMENT/FINANCIAL ADVI | 196 | $4.9M | $16K |
| SEAMENS SOCIETY FOR CHILDREN AND FAMILIES SEAMENS SOCIETY FOR CHILDREN AND FAMILIES 403(B) PLAN | STATEN ISLAND, NY | Other OTHER FEES | 125 | $4.6M | $0 |
| KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION CASH BALANCE PLAN | COLUMBIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 144 | $4.6M | $20K |
| NEIGHBORHOOD CHARTER SCHOOLS NEIGHBORHOOD CHARTER SCHOOLS 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 186 | $4.4M | $0 |
| COMMUNITY RESOURCE CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. COMMUNITY RESOURCE CENTER 403(B) PLAN | BRONX, NY | Other OTHER SERVICES | 139 | $4.2M | $0 |
| GRAND VIEW CENTER, INC. GRAND VIEW CARE CENTER INC. 403(B) PLAN | BLAIR, WI | Broker BROKER/DEALER | 42 | $4.1M | $0 |
| HELLENIC CLASSICAL CHARTER SCHOOL HELLENIC CLASSICAL CHARTER SCHOOL 401(K) PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT ADVISOR | 141 | $4.1M | $30K |
| COMMUNITY RESOURCE CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. COMMUNITY RESOURCE CENTER 403(B) PLAN | BRONX, NY | Other OTHER SERVICES | 157 | $4.1M | $0 |
| MEI GNY HOSPITALITY, LLC THE GURNEY'S RESORTS 401(K) PLAN | MONTAUK, NY | Other NONE | 377 | $4.0M | $0 |
| WYCLIFFE GOLF & COUNTRY CLUB HOMEOWNERS' ASSOCIATION, INC. WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN | LAKE WORTH, FL | Advisor / Consultant ADVISOR | 420 | $3.9M | $0 |
| CORNER TABLE RESTAURANTS CORNER TABLE RESTAURANTS 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 558 | $3.7M | $0 |
| CITADEL CONSULTING GROUP, LLC CITADEL CARE CENTERS 401(K) PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT ADVISOR | 3,079 | $2.7M | $0 |
| CORNER TABLE RESTAURANTS CORNER TABLE RESTAURANTS 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 569 | $2.7M | $0 |
| EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION,INNOVATION & TRANSFORMATION EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION, INNOVATION & TRANSFORMATION 401(K) PLAN | BROOKLYN, NY | Other OTHER SERVICES | 93 | $2.6M | $0 |
| FIREWORKS BY GRUCCI INC FIREWORKS BY GRUCCI INC PROFIT SHARING PLAN | BELLPORT, NY | Other NONE | 86 | $2.4M | $4K |
| LAURAMAR CORP LAURAMAR CORP 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER, NY | Advisor / Consultant ADVISOR | 129 | $2.3M | $8K |
| EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION,INNOVATION & TRANSFORMATION EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION, INNOVATION & TRANSFORMATION 401(K) PLAN | BROOKLYN, NY | Other OTHER SERVICES | 89 | $2.2M | $0 |
| CARIBBEAN SUN AIRLINES, INC. DBA CARIBBEAN SUN AIRLINES, INC. DBA WORLD ATLANTIC AIRLINES 401(K) P | MIAMI, FL | Other INVESTMENT/FINANCIAL ADVI | 221 | $2.1M | $10K |
| CARIBBEAN SUN AIRLINES, INC. DBA CARIBBEAN SUN AIRLINES, INC. DBA WORLD ATLANTIC AIRLINES 401(K) P | MIAMI, FL | Other INVESTMENT/FINANCIAL ADVI | 205 | $2.0M | $11K |
| CARIBBEAN SUN AIRLINES, INC. DBA CARIBBEAN SUN AIRLINES, INC. DBA WORLD ATLANTIC AIRLINES 401(K) P | MIAMI, FL | Other INVESTMENT/FINANCIAL ADVI | 200 | $1.9M | $10K |
| GOOD CARE AGENCY GOOD CARE AGENCY 401K PLAN | BROOKLYN, NY | Other INVESTMENT/FINANCIAL ADVI | 2,905 | $1.9M | $6K |
| CORNER TABLE RESTAURANTS CORNER TABLE RESTAURANTS 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 507 | $1.8M | $0 |
| BEACH HOUSE TREATMENT CENTER BEACH HOUSE TREATMENT CENTER, LLC 401(K) PROFIT SHARING PLAN A | JUNO BEACH, FL | Other INVESTMENT/FINANCIAL ADVI | 156 | $1.5M | $7K |