CETERA ADVISORS
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
254
Active participants
878,760
Total plan assets
$9.3B
Filings (rows)
258
Direct comp
$3.6M
Indirect comp
$2.4M
Aggregating 6 name variants under "CETERA ADVISORS"
SERVICES PROVIDED
Advisor / Consultant139
Other91
Broker24
Recordkeeper1
Top plans served
Showing top 258 of 254 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS | WHITE PLAINS, NY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 16,522 | $2.1B | $8K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $13K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Other OTHER SERVICES | 161,040 | $650.9M | $0 |
| POST & SCHELL, P.C. POST & SCHELL, P.C. PROFIT SHARING PLAN | PHILADELPHIA, PA | Advisor / Consultant CONSULTANT | 276 | $160.9M | $63K |
| TASI HOLDINGS, INC. TASI HOLDINGS 401(K) PLAN | HARRISON, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,260 | $131.5M | $101K |
| SMYRNA READY MIX CONCRETE, LLC SMYRNA READY MIX 401(K) PROFIT SHARING PLAN AND TRUST | MURFREESBORO, TN | Other OTHER | 3,887 | $119.9M | $80K |
| CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO, IA | Advisor / Consultant ADVISOR | 499 | $112.7M | $40K |
| CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO, IA | Advisor / Consultant ADVISOR | 433 | $99.0M | $40K |
| TASI HOLDINGS, INC. TASI HOLDINGS 401(K) PLAN | HARRISON, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,048 | $96.6M | $105K |
| CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO, IA | Advisor / Consultant ADVISOR | 401 | $93.0M | $40K |
| SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN, VA | Advisor / Consultant INVESTMENT ADVISOR | 611 | $90.2M | $31K |
| ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION 401(K) PLAN | DANBURY, CT | Other SERVICE PROVIDER | 1,774 | $88.1M | $0 |
| TASI TEST & AUTOMATION HOLDINGS, INC. TASI TEST & AUTOMATION 401(K) PLAN | HARRISON, OH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $84.2M | $22K |
| ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION 401(K) PLAN | DANBURY, CT | Other SERVICE PROVIDER | 1,407 | $83.0M | $0 |
| SMYRNA READY MIX CONCRETE, LLC SMYRNA READY MIX 401(K) PROFIT SHARING PLAN AND TRUST | MURFREESBORO, TN | Other OTHER | 6,030 | $83.0M | $34K |
| ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION 401(K) PLAN | DANBURY, CT | Other SERVICE PROVIDER | 1,795 | $77.3M | $0 |
| CONNECTICUT GI, P.C. CONNECTICUT GI 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT | ENFIELD, CT | Other NONE | 430 | $72.8M | $27K |
| FLOW CONTROL ENTERPRISES, INC. FLOW CONTROL ENTERPRISES, INC. 401(K) PLAN | LARGO, FL | Advisor / Consultant INVESTMENT ADVISOR | 711 | $72.4M | $11K |
| SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN, VA | Advisor / Consultant INVESTMENT ADVISOR | 515 | $69.7M | $66K |
| CONNECTICUT GI, P.C. CONNECTICUT GI 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT | ENFIELD, CT | Other NONE | 459 | $62.8M | $31K |
| VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 303 | $57.6M | $49K |
| SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN, VA | Advisor / Consultant INVESTMENT ADVISOR | 477 | $55.4M | $93K |
| LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN | BATON ROUGE, LA | Other NONE | 245 | $52.2M | $28K |
| LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR | 245 | $52.2M | $30K |
| VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 348 | $47.7M | $39K |
| LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN | BATON ROUGE, LA | Other NONE | 228 | $46.9M | $25K |
| CLEAR STREET MANAGEMENT LLC CLEAR STREET 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 537 | $45.3M | $12K |
| SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS, MA | Broker BROKER | 394 | $44.7M | $0 |
| LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN | BATON ROUGE, LA | Other NONE | 206 | $42.9M | $24K |
| ZRG PARTNERS LLC ZRG PARTNERS 401(K) RETIREMENT PLAN | ROCHELLE PARK, NJ | Advisor / Consultant ADVISOR | 434 | $39.7M | $21K |
| VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 348 | $37.6M | $44K |
| SAM HOUSTON ELECTRIC COOPERATIVE, INC. SAM HOUSTON ELECTRIC COOPERATIVE, INC. PENSION PLAN | LIVINGSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 169 | $36.3M | $0 |
| SAM HOUSTON ELECTRIC COOPERATIVE, INC. SAM HOUSTON ELECTRIC COOPERATIVE, INC. PENSION PLAN | LIVINGSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 169 | $36.3M | $0 |
| PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA, CA | Advisor / Consultant INVESTMENT ADVISOR | 376 | $36.2M | $11K |
| BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO, CA | Advisor / Consultant ADVISOR | 226 | $35.6M | $0 |
| PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE, LA | Broker BROKER | 1,197 | $34.4M | $33K |
| SAM HOUSTON ELECTRIC COOPERATIVE, INC. SAM HOUSTON ELECTRIC COOPERATIVE, INC. PENSION PLAN | LIVINGSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 175 | $34.3M | $0 |
| SMITH MICRO SOFTWARE, INC. SMITH MICRO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Other SERVICE PROVIDER | 134 | $33.3M | $0 |
| ZRG PARTNERS LLC ZRG PARTNERS 401(K) RETIREMENT PLAN | ROCHELLE PARK, NJ | Advisor / Consultant ADVISOR | 393 | $33.3M | $50K |
| DENOOYER BROTHERS, INC. DENOOYER BROTHERS / METRO 401(K) PLAN & TRUST | KALAMAZOO, MI | Other OTHER SERVICES | 222 | $33.2M | $0 |
| PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE, LA | Broker BROKER | 1,329 | $33.0M | $60K |
| SAM HOUSTON ELECTRIC COOPERATIVE, INC. SAM HOUSTON ELECTRIC COOPERATIVE, INC. PENSION PLAN | LIVINGSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 158 | $32.4M | $0 |
| VALLEY MEDICAL GROUP, P.C. VALLEY MEDICAL GROUP, P.C. 401(K) PLAN | GREENFIELD, MA | Broker BROKER DEALER | 368 | $31.5M | — |
| PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA, CA | Advisor / Consultant INVESTMENT ADVISOR | 379 | $31.3M | $30K |
| THE GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. 401(K) SAVINGS PLAN | STAMFORD, CT | Broker INVESTMENT BROKER | 35 | $31.0M | $46K |
| THE GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. 401(K) SAVINGS PLAN | STAMFORD, CT | Broker INVESTMENT BROKER | 38 | $30.8M | $42K |
| SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Other SERVICE PROVIDER | 230 | $30.7M | $0 |
| SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Other SERVICE PROVIDER | 230 | $30.7M | $0 |
| DENOOYER BROTHERS, INC. DENOOYER BROTHERS / METRO 401(K) PLAN & TRUST | KALAMAZOO, MI | Other OTHER SERVICES | 228 | $30.5M | $0 |
| BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO, CA | Advisor / Consultant ADVISOR | 206 | $29.4M | $0 |
| THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 128 | $29.0M | $35K |
| IRIDEX CORPORATION IRIDEX CORPORATION PROFIT SHARING/401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant CONSULTANT | 104 | $28.9M | $14K |
| SMITH MICRO SOFTWARE, INC. SMITH MICRO SOFTWARE, INC. 401(K) PROFIT SHARING | PITTSBURGH, PA | Other SERVICE PROVIDER | 190 | $28.6M | $8K |
| VALLEY MEDICAL GROUP, P.C. VALLEY MEDICAL GROUP, P.C. 401(K) PLAN | GREENFIELD, MA | Broker BROKER DEALER | 380 | $27.7M | — |
| IRIDEX CORPORATION IRIDEX CORPORATION PROFIT SHARING/401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 111 | $27.6M | $11K |
| MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA, NC | Broker BROKER/ADVISER | 129 | $27.6M | $0 |
| TELAMON CORPORATION TELAMON CORPORATION TAX SHELTERED RETIREMENT PLAN | RALEIGH, NC | Broker BROKER/ADVISER | 563 | $27.5M | $0 |
| OCEAN STATE VETERINARY SPECIALISTS, OCEAN STATE VETERINARY SPECIALISTS 401(K) PROFIT SHARING PLAN | EAST GREENWICH, RI | Other SERVICE PROVIDER | 267 | $27.1M | $0 |
| CLEAR STREET MANAGEMENT LLC CLEAR STREET 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 397 | $26.7M | $19K |
| THE GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. 401(K) SAVINGS PLAN | STAMFORD, CT | Broker INVESTMENT ADV/BROKER | 36 | $26.4M | $43K |
| PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE, LA | Broker BROKER | 1,493 | $26.0M | $53K |
| ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN | FISHERS, IN | Advisor / Consultant INVESTMENT ADVISORY - PL | 350 | $25.5M | $35K |
| DENOOYER BROTHERS, INC. DENOOYER BROTHERS / METRO 401(K) PLAN & TRUST | KALAMAZOO, MI | Other OTHER SERVICES | 216 | $25.5M | $0 |
| SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Other SERVICE PROVIDER | 200 | $25.3M | $0 |
| PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA, CA | Advisor / Consultant INVESTMENT ADVISOR | 397 | $24.9M | $33K |
| GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. RETIREMENT PLAN | STAMFORD, CT | Other OTHER SERVICES | 3 | $24.8M | $0 |
| TELAMON CORPORATION TELAMON CORPORATION TAX SHELTERED RETIREMENT PLAN | RALEIGH, NC | Broker BROKER/ADVISER | 651 | $24.7M | $0 |
| VALLEY MEDICAL GROUP, P.C. VALLEY MEDICAL GROUP, P.C. 401(K) PLAN | GREENFIELD, MA | Broker BROKER DEALER | 393 | $24.2M | — |
| VENTIV TECHNOLOGY INC. VENTIV TECHNOLOGY INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 199 | $24.2M | $17K |
| GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. RETIREMENT PLAN | STAMFORD, CT | Other OTHER SERVICES | 2 | $24.0M | $0 |
| BROULIM'S SUPER MARKET, INC. BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN | RIGBY, ID | Advisor / Consultant INVESTMENT MANAGEMENT | 663 | $23.8M | $12K |
| GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. RETIREMENT PLAN | STAMFORD, CT | Other OTHER SERVICES | 2 | $23.0M | $0 |
| BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO, CA | Advisor / Consultant ADVISOR | 195 | $22.8M | $0 |
| NEWAGE INDUSTRIES, INC. NEWAGE INDUSTRIES, INC. 401(K) PLAN | SOUTHAMPTON, PA | Advisor / Consultant ADVISOR | 239 | $22.7M | $0 |
| MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA, NC | Broker BROKER/ADVISER | 117 | $22.1M | $0 |
| OCEAN STATE VETERINARY SPECIALISTS, OCEAN STATE VETERINARY SPECIALISTS 401(K) PROFIT SHARING PLAN | EAST GREENWICH, RI | Other SERVICE PROVIDER | 260 | $21.6M | $0 |
| COMMUNITY ACCESS UNLIMITED, INC. COMMUNITY ACCESS UNLIMITED, INC. 401(K) PLAN | ELIZABETH, NJ | Advisor / Consultant INVESTMENT ADVISORY | 736 | $20.9M | $0 |
| IDAHO STEEL PRODUCTS, INC. IDAHO STEEL PRODUCTS, INC. PROFIT SHARING 401(K) RETIREMENT SAVINGS PLAN | IDAHO FALLS, ID | Advisor / Consultant INVESTMENT ADVISORY | 151 | $20.7M | $0 |
| VENTIV TECHNOLOGY INC. VENTIV TECHNOLOGY INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 209 | $20.2M | $17K |
| SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Other SERVICE PROVIDER | 211 | $19.9M | $0 |
| IDAHO STEEL PRODUCTS, INC. IDAHO STEEL PRODUCTS, INC. PROFIT SHARING 401(K) RETIREMENT SAVINGS PLAN | IDAHO FALLS, ID | Advisor / Consultant INVESTMENT ADVISORY | 154 | $19.5M | $0 |
| ECORP CONSULTING INC ECORP CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST | ROCKLIN, CA | Advisor / Consultant ADVISOR | 154 | $19.0M | $32K |
| PACIFIC COAST SALES AND SERVICE, INC. PACIFIC COAST SALES AND SERVICE, INC. 401K PLAN | SUNNYVALE, CA | Broker BROKER/ADVISO R | 107 | $19.0M | $16K |
| PORT CONSOLIDATED, INC. PORT CONSOLIDATED 401(K) SALARY REDUCTION PLAN AND TRUST | FORT LAUDERDALE, FL | Other RETAINED BY PLAN SPONSOR | 392 | $18.9M | $31K |
| NEWAGE INDUSTRIES, INC. NEWAGE INDUSTRIES, INC. 401(K) PLAN | SOUTHAMPTON, PA | Advisor / Consultant ADVISOR | 248 | $18.6M | $0 |
| ALABAMA COUSHATTA TRIBE OF TEXAS ALABAMA COUSHATTA RETIREMENT PLAN | LIVINGSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 674 | $18.5M | $0 |
| UEI GROUP SERVICES, INC. UEI GROUP 401(K) PLAN | OVERLAND PARK, KS | Advisor / Consultant ADVISOR | 173 | $18.4M | $16K |
| DUDLEY DEBOSIER, APLC DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR | 228 | $17.9M | $28K |
| IDAHO STEEL PRODUCTS, INC. IDAHO STEEL PRODUCTS, INC. PROFIT SHARING 401(K) RETIREMENT SAVINGS PLAN | IDAHO FALLS, ID | Advisor / Consultant INVESTMENT ADVISORY | 147 | $17.9M | $0 |
| NEWAGE INDUSTRIES, INC. NEWAGE INDUSTRIES, INC. 401(K) PLAN | SOUTHAMPTON, PA | Advisor / Consultant ADVISOR | 266 | $17.3M | $0 |
| COMMUNITY ACCESS UNLIMITED, INC. COMMUNITY ACCESS UNLIMITED, INC. 401(K) PLAN | ELIZABETH, NJ | Other NONE | 696 | $16.9M | $0 |
| BROULIM'S SUPER MARKET, INC. BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN | RIGBY, ID | Advisor / Consultant INVESTMENT MANAGEMENT | 608 | $16.6M | $12K |
| UEI GROUP SERVICES, INC. UEI GROUP 401(K) PLAN | OVERLAND PARK, KS | Advisor / Consultant ADVISOR | 153 | $16.6M | $30K |
| EAST LAKE ALLIED HEALTH PROFESSIONAL STAFFING, LLC EAST LAKE ALLIED HEALTH PROFESSIONAL STAFFING, LLC 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant ADVISOR | 225 | $16.6M | $13K |
| OCEAN STATE VETERINARY SPECIALISTS, OCEAN STATE VETERINARY SPECIALISTS 401(K) PROFIT SHARING PLAN | EAST GREENWICH, RI | Other SERVICE PROVIDER | 250 | $16.5M | $0 |
| CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | PARAMUS, NJ | Advisor / Consultant INVESTMENT ADVISORY | 156 | $16.3M | $0 |
| PACIFIC COAST SALES AND SERVICE, INC. PACIFIC COAST SALES AND SERVICE, INC. 401-K PLAN | SUNNYVALE, CA | Broker BROKER/ADVISO R | 116 | $16.1M | $25K |
| MASTERPIECE FLOWER COMPANY, LLC MASTERPIECE FLOWER COMPANY, LLC 401(K) RETIREMENT PLAN | BYRON CENTER, MI | Advisor / Consultant INVESTMENT ADVISOR | 275 | $15.7M | $19K |
| BROULIM'S SUPER MARKET, INC. BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN | RIGBY, ID | Advisor / Consultant INVESTMENT MANAGEMENT | 528 | $15.6M | $10K |
| ECORP CONSULTING INC ECORP CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST | ROCKLIN, CA | Advisor / Consultant ADVISOR | 148 | $15.4M | $31K |
| BDG MEDIA, INC. BDG MEDIA, INC. 401(K) PLAN | NEW YORK, NY | Other OTHER | 309 | $15.1M | $14K |
| BROULIM'S SUPER MARKET, INC. BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN | RIGBY, ID | Advisor / Consultant INVESTMENT ADVISORY | 561 | $15.1M | $0 |
| COMMUNITY ACCESS UNLIMITED, INC. COMMUNITY ACCESS UNLIMITED, INC. 401K PLAN | ELIZABETH, NJ | Other NONE | 593 | $14.9M | $28K |
| DUDLEY DEBOSIER, APLC DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR | 256 | $14.7M | $44K |
| UNIVERSAL ENGRAVING, INC. UEI GROUP 401(K) PLAN | OVERLAND PARK, KS | Advisor / Consultant ADVISOR | 116 | $14.4M | $27K |
| PORT CONSOLIDATED, INC. PORT CONSOLIDATED 401(K) SALARY REDUCTION PLAN AND TRUST | FORT LAUDERDALE, FL | Other RETAINED BY PLAN SPONSOR | 201 | $14.2M | $26K |
| CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 169 | $14.0M | $0 |
| FALCON NATIONAL BANK CENTRA VENTURES, INC. 401(K) PLAN | FOLEY, MN | Other RETAINED BY EMPLOYER | 120 | $13.9M | $19K |
| TORGESON ELECTRIC CO., INC. TORGESON ELECTRIC CO., INC. SALARY SAVINGS PLAN | TOPEKA, KS | Broker BROKER/ADVISER | 138 | $13.9M | $0 |
| MASTERPIECE FLOWER COMPANY, LLC MASTERPIECE FLOWER COMPANY, LLC 401(K) RETIREMENT PLAN | BYRON CENTER, MI | Advisor / Consultant INVESTMENT ADVISOR | 251 | $13.4M | $35K |
| MANDEL GROUP, INC. MANDEL GROUP, INC. SALARY SAVINGS 401(K) PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 124 | $12.9M | $0 |
| CLOUDREACH, INC. CLOUDREACH INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 79 | $12.6M | $49K |
| ALABAMA COUSHATTA TRIBE OF TEXAS ALABAMA COUSHATTA RETIREMENT PLAN | LIVINGSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 648 | $12.4M | $0 |
| MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN, NY | Advisor / Consultant ADVISOR | 352 | $12.1M | $0 |
| PROVIDENCE HOLDING, INC. PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR, BROKER | 116 | $12.1M | $0 |
| AAI ASSOCIATES, INC. AAI ASSOCIATES, INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 94 | $12.0M | $13K |
| BOLTON VETERINARY HOSPITAL, P.C. BOLTON VETERINARY HOSPITAL, P.C. 401(K) PROFIT SHARING PLAN | BOLTON, CT | Other NONE | 93 | $12.0M | $23K |
| CLOUDREACH, INC. CLOUDREACH INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 121 | $11.8M | $43K |
| TORGESON ELECTRIC CO., INC. TORGESON ELECTRIC CO., INC. SALARY SAVINGS PLAN | TOPEKA, KS | Broker BROKER/ADVISER | 102 | $11.7M | $0 |
| TAKE2 CONSULTING, LLC TAKE2 CONSULTING, LLC 401(K) RET | VIENNA, VA | Advisor / Consultant ADVISOR | 651 | $11.6M | $0 |
| BOLTON VETERINARY HOSPITAL, P.C. BOLTON VETERINARY HOSPITAL, P.C. 401(K) PROFIT SHARING PLAN | BOLTON, CT | Other NONE | 105 | $11.4M | $21K |
| MASTERPIECE FLOWER COMPANY, LLC MASTERPIECE FLOWER COMPANY, LLC 401(K) RETIREMENT PLAN | BYRON CENTER, MI | Advisor / Consultant INVESTMENT ADVISOR | 252 | $11.4M | $37K |
| THERAPYNOTES, LLC THERAPYNOTES 401(K) PLAN | HORSHAM, PA | Other NONE | 401 | $11.4M | $44K |
| FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC. FOUNDATION SOURCE 401(K) PLAN | FAIRFIELD, CT | Other NONE | 224 | $11.1M | $28K |
| SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN | LEVELLAND, TX | Advisor / Consultant FINANCIAL ADVISOR | 606 | $11.0M | $5K |
| PLANNED PARENTHOOD SOUTH ATLANTIC PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN | RALEIGH, NC | Broker BROKER/ADVISER | 336 | $11.0M | $0 |
| RIDLEY'S FOOD CORPORATION RIDLEY'S FOOD CORPORATION 401(K) PLAN | TWIN FALLS, ID | Advisor / Consultant INVESTMENT ADVISOR | 1,602 | $10.9M | $32K |
| DUDLEY DEBOSIER, APLC DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR | 182 | $10.8M | $37K |
| RIDLEY'S FOOD CORPORATION RIDLEY'S FOOD CORPORATION 401(K) PLAN | TWIN FALLS, ID | Advisor / Consultant INVESTMENT ADVISOR | 1,519 | $10.6M | $28K |
| BOLTON VETERINARY HOSPITAL, P.C. BOLTON VETERINARY HOSPITAL, P.C. 401(K) PROFIT SHARING PLAN | BOLTON, CT | Other NONE | 101 | $10.3M | $22K |
| PURE FLOW, INC. PURE FLOW, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | GRAHAM, NC | Advisor / Consultant BROKER/ADVISOR | 137 | $10.2M | $0 |
| COMMUNITY RESIDENCES, INC. COMMUNITY RESIDENCES, INC. RETIREMENT AND 401(K) PLAN | NEWINGTON, CT | Advisor / Consultant ADVISORY | 582 | $10.2M | $0 |
| CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 186 | $10.2M | $0 |
| KALTURA, INC KALTURA, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 135 | $10.1M | $0 |
| PROVIDENCE HOLDING, INC. PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR, BROKER | 113 | $10.1M | $0 |
| AAI ASSOCIATES, INC. AAI ASSOCIATES, INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 107 | $9.8M | $42K |
| CLOUDREACH, INC. CLOUDREACH INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 174 | $9.8M | $39K |
| ADM ASSOCIATES, INC. 401 (K) PLAN | SACRAMENTO, CA | Advisor / Consultant ADVISOR | 98 | $9.6M | $17K |
| MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN, NY | Advisor / Consultant ADVISOR | 312 | $9.5M | $0 |
| LINEAR CONTROLS, INC. LINEAR CONTROLS, INC. 401(K) PLAN | LAFAYETTE, LA | Other NONE | 155 | $9.5M | $0 |
| IMCO CARBIDE TOOLS, INC. IMCO CARBIDE TOOLS, INC. PROFIT SHARING TRUST | PERRYSBURG, OH | Other SERVICE PROVIDER | 125 | $9.4M | $22K |
| CORE, LLC CORE, LLC 401(K) SAFE HARBOR PLAN | BATON ROUGE, LA | Other OTHER | 427 | $9.4M | $38K |
| TORGESON ELECTRIC CO., INC. TORGESON ELECTRIC CO., INC. SALARY SAVINGS PLAN | TOPEKA, KS | Broker BROKER/ADVISER | 120 | $9.4M | $0 |
| R SYSTEMS, INC. R SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS, CA | Advisor / Consultant INVESTMENT ADVISORY | 105 | $9.1M | $8K |
| BEN LEWIS PLUMBING THE BEN LEWIS PLUMBING PROFIT SHARING RETIREMENT PLAN | CLARKSBURG, MD | Other NONE | 115 | $9.1M | $5K |
| MILWAUKEE ART MUSEUM, INC. MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN | MILWAUKEE, WI | Other NONE | 171 | $9.1M | $25K |
| PURE FLOW, INC. PURE FLOW, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | GRAHAM, NC | Advisor / Consultant BROKER/ADVISOR | 142 | $8.9M | $0 |
| PROVIDENCE HOLDING, INC. PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR, BROKER | 97 | $8.7M | $0 |
| CORE, LLC CORE, LLC 401(K)PLAN | BATON ROUGE, LA | Other OTHER | 385 | $8.6M | $26K |
| MODERN MEADOW, INC. MODERN MEADOW, INC. 401(K) PLAN | NUTLEY, NJ | Other SERVICE PROVIDER | 37 | $8.4M | $0 |
| SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN | BATON ROUGE, LA | Other ADVISER | 162 | $8.4M | $14K |
| SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN | BATON ROUGE, LA | Other ADVISER | 162 | $8.4M | $15K |
| LINEAR CONTROLS, INC. LINEAR CONTROLS, INC. 401(K) PLAN | LAFAYETTE, LA | Other NONE | 158 | $8.3M | $0 |
| TARRIER FOODS CORPORATION TARRIER FOODS CORPORATION PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 86 | $8.2M | $0 |
| UNITED QUALITY COOPERATIVE UNITED QUALITY COOPERATIVE 401(K) PLAN | NEW TOWN, ND | Other REGISTERED IN VESTMENT AD | 152 | $8.2M | $11K |
| KALTURA, INC KALTURA, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 157 | $8.1M | $0 |
| PSF MECHANICAL, INC. PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST | SEATLLE, WA | Broker BROKER/ADVISER | 41 | $8.1M | $0 |
| MILWAUKEE ART MUSEUM, INC. MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN | MILWAUKEE, WI | Other NONE | 195 | $8.1M | $21K |
| SLICE SOLUTIONS, INC. SLICE SOLUTIONS, INC. 401K PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 123 | $8.0M | $0 |
| ADM ASSOCIATES, INC. 401 (K) PLAN | SACRAMENTO, CA | Advisor / Consultant ADVISOR | 96 | $7.9M | $17K |
| IMCO CARBIDE TOOLS, INC. IMCO CARBIDE TOOLS, INC. PROFIT SHARING TRUST | PERRYSBURG, OH | Other SERVICE PROVIDER | 114 | $7.9M | $0 |
| R SYSTEMS, INC. R SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS, CA | Advisor / Consultant INVESTMENT ADVISORY | 109 | $7.9M | $14K |
| RUBICON PROGRAMS, INC. RUBICON PROGRAMS 403(B) PLAN | RICHMOND, CA | Other SERVICE PROVIDER | 156 | $7.8M | $0 |
| HEUBERGER MOTORS, INC. HEUBERGER MOTORS, INC. 401(K) PLAN | COLORADO SPRINGS, CO | Broker BROKER/ADVISER | 0 | $7.7M | $0 |
| BEHAVIOR INTERVENTIONS, INC. BEHAVIOR INTERVENTIONS, INC. 401(K) PLAN | KING OF PRUSSIA, PA | Other REGISTERED INVESTMENT AD | 463 | $7.6M | $5K |
| SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN | BATON ROUGE, LA | Other ADVISER | 151 | $7.5M | $24K |
| LINEAR CONTROLS, INC. LINEAR CONTROLS, INC. 401(K) PLAN | LAFAYETTE, LA | Other NONE | 183 | $7.4M | $0 |
| CORE, LLC CORE, LLC 401(K)PLAN | BATON ROUGE, LA | Other OTHER | 426 | $7.3M | $23K |
| AAI ASSOCIATES, INC. AAI ASSOCIATES, INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 95 | $7.3M | $34K |
| MODERN MEADOW, INC. MODERN MEADOW, INC. 401(K) PLAN | NUTLEY, NJ | Other SERVICE PROVIDER | 97 | $7.2M | $0 |
| IMCO CARBIDE TOOLS, INC. IMCO CARBIDE TOOLS, INC. PROFIT SHARING TRUST | PERRYSBURG, OH | Other SERVICE PROVIDER | 106 | $7.1M | $0 |
| MARY ANN'S BAKING CO., INC. MARY ANN'S BAKING CO., INC. PROFIT SHARING | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 137 | $7.1M | $7K |
| BEN LEWIS PLUMBING, HEATING AND AIR CONDITIONING, INC. THE BEN LEWIS PLUMBING PROFIT SHARING RETIREMENT PLAN | CLARKSBURG, MD | Other NONE | 118 | $7.1M | $9K |
| KAIZEN AUTO CARE, LLC KAIZEN AUTO CARE, LLC 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISORY | 481 | $7.0M | $0 |
| MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN, NY | Advisor / Consultant ADVISOR | 302 | $7.0M | $0 |
| THERAPYNOTES, LLC THERAPYNOTES 401(K) PLAN | HORSHAM, PA | Other NONE | 289 | $6.9M | $25K |
| TAKE2 CONSULTING, LLC TAKE2 CONSULTING, LLC 401(K) RETIREMENT PLAN | VIENNA, VA | Advisor / Consultant ADVISOR | 469 | $6.8M | $0 |
| UNITED QUALITY COOPERATIVE UNITED QUALITY COOPERATIVE 401(K) PLAN | NEW TOWN, ND | Other REGISTERED IN VESTMENT AD | 118 | $6.7M | $19K |
| SLICE SOLUTIONS, INC. SLICE SOLUTIONS, INC. 401K PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 110 | $6.7M | $0 |
| PIGGLY WIGGLY CENTRAL, INC. MCLEOD PIGGLY WIGGLY 401(K) PLAN | SUMTER, SC | Other OTHER SERVICES | 292 | $6.6M | $0 |
| MILWAUKEE ART MUSEUM, INC. MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN | MILWAUKEE, WI | Other NONE | 241 | $6.6M | $24K |
| R SYSTEMS, INC. R SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS, CA | Advisor / Consultant INVESTMENT ADVISORY | 139 | $6.6M | $14K |
| YIELDSTREET, INC. YIELDSTREET, INC. 401K PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 122 | $6.5M | $0 |
| SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN | BATON ROUGE, LA | Other ADVISER | 157 | $6.3M | $22K |
| PIGGLY WIGGLY CENTRAL, INC. MCLEOD PIGGLY WIGGLY 401(K) PLAN | SUMTER, SC | Other OTHER SERVICES | 289 | $6.3M | $0 |
| ELECTRIC AI, INC. ELECTRIC AI, INC. 401K PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 152 | $6.2M | $0 |
| MARY ANN'S BAKING CO., INC. MARY ANN'S BAKING CO., INC. PROFIT SHARING | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $6.1M | $19K |
| ELECTRIC AI, INC. ELECTRIC AI, INC. 401K PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 175 | $6.1M | $0 |
| BONNEY PLUMBING LLC BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA, CA | Advisor / Consultant INVESTMENT ADVISOR | 269 | $6.0M | $6K |
| ROUNDABOUT ENTERTAINMENT INC ROUNDABOUT ENTERTAINMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BURBANK, CA | Advisor / Consultant ADVISOR | 131 | $6.0M | $19K |
| RUBICON PROGRAMS, INC. RUBICON PROGRAMS 403(B) PLAN | RICHMOND, CA | Other SERVICE PROVIDER | 193 | $6.0M | $0 |
| SOUTHERN COLORADO CLINIC, PC SOUTHERN COLORADO CLINIC, PC 401(K) PROFIT SHARING PLAN | PUEBLO, CO | Broker BROKER/ADVISER | 86 | $5.8M | $0 |
| STERN & EISENBERG, PC STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST | WARRINGTON, PA | Advisor / Consultant INVESTMENT MANAGER | 98 | $5.7M | $23K |
| GLOBAL POVERTY PROJECT, INC. GLOBAL CITIZEN 403(B) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 85 | $5.5M | $0 |
| ROUNDABOUT ENTERTAINMENT INC ROUNDABOUT ENTERTAINMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BURBANK, CA | Advisor / Consultant ADVISOR | 158 | $5.5M | $28K |
| EMERGE, INC. EMERGE, INC. RETIREMENT PLAN | COLUMBIA, MD | Advisor / Consultant BROKER/ADVISOR | 410 | $5.4M | $0 |
| MARY ANN'S BAKING CO., INC. MARY ANN'S BAKING CO., INC. PROFIT SHARING | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 125 | $5.2M | $20K |
| KAIZEN AUTO CARE, LLC KAIZEN AUTO CARE, LLC 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISORY | 574 | $5.2M | $0 |
| HARPER CORPORATION OF AMERICA HARPER CORPORATION OF AMERICA 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE, NC | Advisor / Consultant ADVISOR | 72 | $5.1M | $10K |
| BEHAVIOR INTERVENTIONS, INC. BEHAVIOR INTERVENTIONS, INC. 401(K) PLAN | KING OF PRUSSIA, PA | Other REGISTERED INVESTMENT ADV | 454 | $5.1M | $18K |
| BONNEY PLUMBING LLC BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA, CA | Advisor / Consultant INVESTMENT ADVISOR | 278 | $5.1M | $8K |
| ELECTRIC AI, INC. ELECTRIC AI, INC. 401K PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 363 | $5.1M | $0 |
| ENVIRONMENTAL SPECIALTIES INTERNATIONAL ENVIRONMENTAL SPECIALTIES INTERNATIONAL 401(K) PROFIT SHARING PLAN AND TRUST | BATON ROUGE, LA | Recordkeeper RECORDKEEPER | 214 | $5.1M | $0 |
| STERN & EISENBERG, PC STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST | WARRINGTON, PA | Advisor / Consultant INVESTMENT MANAGER | 112 | $5.0M | $18K |
| MODERN MEADOW, INC. MODERN MEADOW, INC. 401(K) PLAN | NUTLEY, NJ | Other SERVICE PROVIDER | 105 | $4.9M | $0 |
| SOLARA SURGICAL PARTNERS, LLC SOLARA SURGICAL PARTNERS 401(K) PLAN | SOUTHLAKE, TX | Other NONE | 171 | $4.8M | $14K |
| GLOBAL POVERTY PROJECT, INC. GLOBAL CITIZEN 403(B) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 82 | $4.8M | $0 |
| HEALTHPORT, INC. HEALTHPORT, INC. 401(K) PLAN | SALISBURY, MD | Advisor / Consultant ADVISOR | 143 | $4.8M | $15K |
| FRANCHISE MANAGEMENT, LLC FRANCHISE MANAGEMENT 401(K) PLAN | FLORENCE, KY | Other NONE | 1,043 | $4.8M | $17K |
| LADIES & GENTLEMEN HAIR STYLISTS, INC. LADIES & GENTLEMEN HAIR STYLISTS, INC. 401(K) PLAN | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 158 | $4.6M | $15K |
| YIELDSTREET, INC. YIELDSTREET, INC. 401K PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 136 | $4.5M | $0 |
| RALPH SELLERS MOTOR COMPANY LLC RALPH SELLERS MOTOR CO. CORPORATION RETIREMENT PLAN | GONZALES, LA | Other NONE | 144 | $4.4M | $0 |
| SOLARA SURGICAL PARTNERS, LLC SOLARA SURGICAL PARTNERS 401(K) PLAN | SOUTHLAKE, TX | Other NONE | 229 | $4.3M | $9K |
| ROUNDABOUT ENTERTAINMENT INC ROUNDABOUT ENTERTAINMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BURBANK, CA | Advisor / Consultant ADVISOR | 114 | $4.2M | $7K |
| RISEMARK HOLDINGS, LLC RISEMARK 401(K) PROFIT SHARING PLAN | OMAHA, NE | Broker BROKER | 208 | $4.2M | $0 |
| LOWER SHORE CLINIC, INC. LOWER SHORE CLINIC, INC. 401(K) PLAN | SALISBURY, MD | Advisor / Consultant ADVISOR | 128 | $4.2M | $26K |
| AUNT MARTHAS HEALTH AND WELLNESS, INC. AUNT MARTHA'S HEALTH AND WELLNESS 403(B) PLAN | OLYMPIA FIELDS, IL | Advisor / Consultant INVESTMENT ADVISORY | 519 | $4.1M | $0 |
| BOYER RESTAURANTS, INC. BOYER RESTAURANTS, INC. 401(K) PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISOR | 188 | $4.0M | $12K |
| LADIES & GENTLEMEN HAIR STYLISTS, INC. LADIES & GENTLEMEN HAIR STYLISTS, INC. 401(K) PLAN | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 172 | $4.0M | $14K |
| THERAPYNOTES, LLC THERAPYNOTES 401(K) PLAN | HORSHAM, PA | Other NONE | 195 | $3.9M | $15K |
| BOYER RESTAURANTS, INC. BOYER RESTAURANTS, INC. 401(K) PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISOR | 178 | $3.7M | $15K |
| GLOBAL POVERTY PROJECT, INC. GLOBAL CITIZEN 403(B) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 88 | $3.7M | $0 |
| BONNEY PLUMBING LLC BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA, CA | Advisor / Consultant INVESTMENT ADVISOR | 233 | $3.4M | $8K |
| DCR SYSTEMS LLC DCR SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST | DULUTH, GA | Advisor / Consultant ADVISOR | 106 | $3.4M | $6K |
| BOYER RESTAURANTS, INC. BOYER RESTAURANTS, INC. 401(K) PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISOR | 204 | $3.4M | $7K |
| RELIANCE VITAMIN, LLC RELIANCE VITAMIN, LLC 401(K) PLAN | EDISON, NJ | Advisor / Consultant BROKER/ ADVISOR | 113 | $3.3M | $0 |
| MARBURGER FARM DAIRY, INC. MARBURGER FARM DAIRY, INC. 401K PROFIT SHARING PLAN | EVANS CITY, PA | Advisor / Consultant ADVISOR | 99 | $3.2M | $0 |
| MIDWEST CONSULTING GROUP, INC. MIDWEST CONSULTING GROUP, INC. 401(K) PLAN | OVERLAND PARK, KS | Advisor / Consultant ADVISOR | 28 | $3.0M | $0 |
| MARBURGER FARM DAIRY, INC. MARBURGER FARM DAIRY, INC. 401K PROFIT SHARING PLAN | EVANS CITY, PA | Advisor / Consultant ADVISOR | 93 | $2.9M | $0 |
| BEHAVIOR INTERVENTIONS, INC. BEHAVIOR INTERVENTIONS, INC. 401(K) PLAN | KING OF PRUSSIA, PA | Other REGISTERED INVESTMENT ADV | 250 | $2.8M | $11K |
| FRANCHISE MANAGEMENT, LLC FRANCHISE MANAGEMENT 401(K) PLAN | FLORENCE, KY | Other NONE | 528 | $2.8M | $11K |
| NEIGHBORHOOD HEALTH ASSOCIATION, INC. NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN | TOLEDO, OH | Other OTHER SERVICES | 108 | $2.7M | $0 |
| TERMINIX SERVICE COMPANY INC TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN | METAIRIE, LA | Advisor / Consultant INVESTMENT ADVISOR | 90 | $2.7M | $0 |
| E.T. INTERNATIONAL, LLC E.T. INTERNATIONAL 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Other NONE | 64 | $2.6M | $0 |
| AUNT MARTHAS HEALTH AND WELLNESS, INC. AUNT MARTHA'S HEALTH AND WELLNESS 403(B) PLAN | OLYMPIA FIELDS, IL | Advisor / Consultant INVESTMENT ADVISORY | 704 | $2.6M | $0 |
| JERSEY SHORE STEEL COMPANY JERSEY SHORE STEEL ROLLING DIVISION HOURLY 401(K) PLAN | JERSEY SHORE, PA | Advisor / Consultant INVESTMENT ADVISORY | 75 | $2.6M | $7K |
| HARRISON ENTERPRISES HARRISON ENTERPRISES 401(K) PLAN | COATESVILLE, PA | Advisor / Consultant ADVISOR | 250 | $2.6M | $11K |
| PLEASANT VIEW NURSING HOME, INC. 401(K) PROFIT SHARING PLAN PLEASANT VIEW NURSING HOME, INC. 401(K) PROFIT SHARING PLAN | BARBERTON, OH | Other NONE | 127 | $2.5M | $10K |
| HARRISON ENTERPRISES HARRISON ENTERPRISES 401(K) PLAN | COATESVILLE, PA | Advisor / Consultant ADVISOR | 256 | $2.4M | $11K |
| SARATOGA CORPORATE MANAGEMENT GROUP, LLC SARATOGA HOMES PROFIT SHARING PLAN & TRUST | EL PASO, TX | Advisor / Consultant INVESTMENT MANAGER | 112 | $2.3M | $31K |
| SARATOGA CORPORATE MANAGEMENT GROUP, LLC SARATOGA HOMES PROFIT SHARING PLAN & TRUST | EL PASO, TX | Advisor / Consultant INVESTMENT MANAGER | 89 | $2.3M | $21K |
| MARTINUS BOTTOM LINE LLC MARTINUS BOTTOM LINE LLC 401(K) PLAN | LEES SUMMIT, MO | Other OTHER | 160 | $2.2M | -$654 |
| TERMINIX SERVICE COMPANY INC TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN | METAIRIE, LA | Advisor / Consultant INVESTMENT ADVISOR | 79 | $2.2M | $0 |
| OUTWEST EXPRESS LLC OUTWEST EXPRESS LLC. 401K PLAN | EI PASO, TX | Advisor / Consultant ADVISOR | 141 | $2.2M | $0 |
| INDEPENDENT PROTECTION COMPANY, INC. INDEPENDENT PROTECTION COMPANY, INC. EMPLOYEES' 401(K) PLAN | NEW PARIS, IN | Other OTHER SERVICES | 115 | $2.1M | $0 |
| SACRAMENTO ZOOLOGICAL SOCIETY SACRAMENTO ZOOLOGICAL SOCIETY 403(B) PENSION PLAN | SACRAMENTO, CA | Other NONE | 102 | $2.1M | $10K |
| FRANCHISE MANAGEMENT, LLC FRANCHISE MANAGEMENT 401(K) PLAN | FLORENCE, KY | Other NONE | 493 | $1.9M | $8K |
| DAVCO ELECTRICAL CONTRACTORS CORPORATION DAVCO ELECTRICAL CONTRACTORS CORP. 401(K) PLAN | BOYNTON BEACH, FL | Other NONE | 91 | $1.7M | $6K |
| ADOREME, INC. ADOREME 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 182 | $1.5M | $8K |
| RUSTON REGIONAL SPECIALTY HOSPITAL, LLC RUSTON REGIONAL SPECIALTY HOSPITAL 401K PLAN AND TRUST | BOSSIER CITY, LA | Other NONE | 182 | $1.4M | $10K |
| KENSINGTON COMMUNITY CORPORATION FOR INDIVIDUAL DIGNITY KENCCID 403(B) RETIREMENT PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISORY | 150 | $1.4M | $0 |
| BIAS CORPORATION BIAS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | ROSWELL, GA | Advisor / Consultant ADVISOR | 5 | $1.3M | $12K |
| CAMBRIDGE EATING DISORDER CENTER CAMBRIDGE EATING DISORDER CENTER 401K AND PROFIT SHARING PLAN | CAMBRIDGE, MA | Advisor / Consultant ADVISOR | 62 | $466K | $0 |
| CIMINOCARE CIMINOCARE 401(K) PROFIT SHARING PLAN AND TRUST | CITRUS HEIGHTS, CA | Other INV AD. - PLAN | 0 | $0 | $294 |
| VENTIV TECHNOLOGY INC. VENTIV TECHNOLOGY INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $9K |
| AUDACIOUS INQUIRY, LLC AUDACIOUS INQUIRY, LLC 401(K) PLAN | CATONSVILLE, MD | Advisor / Consultant ADVISOR | 0 | $0 | $12K |
| TALEN, INC. TALEN, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | TRAER, IA | Other NONE | 22 | — | $6K |
| TALEN, INC. TALEN, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | TRAER, IA | Other NONE | 24 | — | $10K |