CWM
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
109
Active participants
138,088
Total plan assets
$31.6B
Filings (rows)
109
Direct comp
$2.8M
Indirect comp
$645K
Aggregating 2 name variants under "CWM"
SERVICES PROVIDED
Advisor / Consultant68
Other38
Broker2
TPA / Administrator1
Top plans served
All 109 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $5K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $8K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 4,042 | $2.5B | $6K |
| MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 6,585 | $1.1B | $65K |
| SCHNEIDER NATIONAL, INC. SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISORY | 15,808 | $893.4M | $29K |
| SCHNEIDER NATIONAL, INC. SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant ADVISORY | 15,906 | $824.1M | $21K |
| SCHNEIDER NATIONAL, INC. SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN | GREEN BAY, WI | Other INV ADV, PARTICIPANTS | 15,703 | $721.9M | $14K |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Broker SECURITIES BROKER | 2,068 | $491.7M | $52K |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Broker SECURITIES BROKER | 2,393 | $461.7M | $32K |
| HELIX ELECTRIC, INC. HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,589 | $179.2M | $180K |
| QUINCY PHYSICIANS & SURGEONS CLINIC S.C. D/B/A QUINCY MEDICAL GROUP QUINCY MEDICAL GROUP RETIREMENT TRUST | QUINCY, IL | Advisor / Consultant ADVISOR | 872 | $157.8M | $60K |
| HELIX ELECTRIC, INC. HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 3,273 | $154.3M | $161K |
| MARY LANNING MEMORIAL HOSPITAL ASSOCIATION MARY LANNING MEMORIAL HOSPITAL ASSOCIATION 401(K) PLAN | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISORY | 990 | $130.9M | $0 |
| HELIX ELECTRIC, INC. HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 3,125 | $128.3M | $163K |
| MARY LANNING MEMORIAL HOSPITAL ASSOCIATION MARY LANNING MEMORIAL HOSPITAL ASSOCIATION 401(K) PLAN | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISORY | 1,037 | $121.7M | $0 |
| RADIOLOGY CONSULTANTS OF IOWA, PLC RADIOLOGY CONSULTANTS OF IOWA, PLC 401K PLAN | CEDAR RAPIDS, IA | Other NONE | 96 | $62.9M | $21K |
| PCX AEROSTRUCTURES, LLC PCX AEROSTRUCTURES LLC 401(K) PLAN | NEWINGTON, CT | Advisor / Consultant INVESTMENT ADVISORY | 640 | $61.8M | $49K |
| RADIOLOGY CONSULTANTS OF IOWA, PLC RADIOLOGY CONSULTANTS OF IOWA, PLC 401K PLAN | CEDAR RAPIDS, IA | Other NONE | 91 | $55.2M | $25K |
| HASTINGS COLLEGE 403(B) DC PLAN HASTINGS COLLEGE 403(B) DC PLAN | HASTINGS, NE | Other PROFESSIONAL SERVICES FEE | 192 | $54.7M | $68K |
| PCX AEROSTRUCTURES, LLC PCX AEROSTRUCTURES LLC 401(K) PLAN | NEWINGTON, CT | Advisor / Consultant INVESTMENT ADVISORY | 596 | $50.6M | $47K |
| MICHIGAN HEALTH AND HOSPITAL ASSOCIATION MICHIGAN HEALTH AND HOSPITAL ASSOCIATION STAFF PENSION PLAN | OKEMOS, MI | Advisor / Consultant INVESTMENT ADVISORY | 70 | $49.9M | $0 |
| RADIOLOGY CONSULTANTS OF IOWA, PLC RADIOLOGY CONSULTANTS OF IOWA, PLC 401K PLAN | CEDAR RAPIDS, IA | Other NONE | 97 | $48.6M | $28K |
| PCX AEROSTRUCTURES, LLC PCX AEROSTRUCTURES LLC 401(K) PLAN | NEWINGTON, CT | Advisor / Consultant INVESTMENT ADVISORY | 705 | $38.5M | $48K |
| L/P INSURANCE SERVICES LLC L/P INSURANCE SERVICES 401K PLAN | RENO, NV | Other NONE | 225 | $33.6M | $61K |
| THE LANIER LAW FIRM, P.C. THE LANIER LAW FIRM, P.C. 401(K) PLAN | HOUSTON, TX | Other SERVICE PROVIDER | 187 | $32.6M | $0 |
| L.O. EYE CARE L. O. EYE CARE EMPLOYEE RETIREMENT PLAN | EAST LANSING, MI | Other NONE | 198 | $32.4M | $30K |
| T-L IRRIGATION CO. T-L IRRIGATION CO. PROFIT SHARING PLAN | HASTINGS, NE | Advisor / Consultant ADVISOR | 175 | $31.8M | $39K |
| DUTTON-LAINSON COMPANY DUTTON-LAINSON COMPANY 401(K) PROFIT SHARING PLAN | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 251 | $30.8M | $57K |
| L/P INSURANCE SERVICES LLC L/P INSURANCE SERVICES 401K PLAN | RENO, NV | Other NONE | 228 | $29.0M | $51K |
| DUTTON-LAINSON COMPANY DUTTON-LAINSON COMPANY 401(K) PROFIT SHARING PLAN | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 257 | $28.6M | $39K |
| L.O. EYE CARE L. O. EYE CARE EMPLOYEE RETIREMENT PLAN | EAST LANSING, MI | Other NONE | 262 | $28.3M | $30K |
| THE LANIER LAW FIRM, P.C. THE LANIER LAW FIRM, P.C. 401(K) PLAN | HOUSTON, TX | Other SERVICE PROVIDER | 170 | $28.0M | $0 |
| L.O. EYE CARE L. O. EYE CARE EMPLOYEE RETIREMENT PLAN | EAST LANSING, MI | Other NONE | 195 | $26.7M | $30K |
| MICHIGAN MILLERS MUTUAL INSURANCE COMPANY MICHIGAN MILLERS MUTUAL INSURANCE COMPANY EMPLOYEE RETIREMENT PLAN | LANSING, MI | Advisor / Consultant INVESTMENT ADVISORY | 31 | $26.1M | $0 |
| BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE, MO | Other OTHER | 429 | $25.2M | $5K |
| L/P INSURANCE SERVICES LLC L/P INSURANCE SERVICES 401K PLAN | RENO, NV | Other NONE | 224 | $23.6M | $27K |
| BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE, MO | Advisor / Consultant INVESTMENT ADVISOR | 391 | $22.9M | $10K |
| DISABILITY RIGHTS TEXAS DISABILITY RIGHTS TEXAS 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISOR | 166 | $21.4M | $39K |
| SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE, TX | Advisor / Consultant INVESTMENT ADVISORY | 202 | $21.1M | $0 |
| HART INTERCIVIC, INC. HART INTERCIVIC, INC. 401 (K) PLAN | AUSTIN, TX | Other SERVICE PROVIDER | 171 | $18.4M | $0 |
| DISABILITY RIGHTS TEXAS DISABILITY RIGHTS TEXAS 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISOR | 165 | $17.9M | $32K |
| BRODSTONE MEMORIAL HOSPITAL BRODSTONE MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN | SUPERIOR, NE | Other NONE | 224 | $17.7M | $63K |
| SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE, TX | Advisor / Consultant INVESTMENT ADVISORY | 191 | $16.4M | $0 |
| HART INTERCIVIC, INC. HART INTERCIVIC, INC. 401 (K) PLAN | AUSTIN, TX | Other SERVICE PROVIDER | 119 | $15.9M | — |
| TARGET LOGISTICS MANAGEMENT LLC TARGET LOGISTICS MANAGEMENT, LLC 401(K) PLAN | WOODLANDS, TX | Advisor / Consultant ADVISOR | 758 | $15.8M | $54K |
| TURBINE CONTROLS, INC. TURBINE CONTROLS, INC. 401(K) PLAN | BLOOMFIELD, CT | Advisor / Consultant INVESTMENT ADVISOR | 182 | $15.5M | $33K |
| TARGET LOGISTICS MANAGEMENT LLC TARGET LOGISTICS MANAGEMENT, LLC 401(K) PLAN | WOODLANDS, TX | Advisor / Consultant ADVISOR | 2,984 | $15.3M | $37K |
| BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P. BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN | AMARILLO, TX | Advisor / Consultant INVESTMENT ADVISORY PLAN | 148 | $15.2M | $49K |
| OCCUNET, LLC OCCUNET, LLC 401(K) PLAN | AMARILLO, TX | Advisor / Consultant INVESTMENT ADVISORY | 202 | $15.1M | $34K |
| DISABILITY RIGHTS TEXAS DISABILITY RIGHTS TEXAS 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISOR | 150 | $14.9M | $30K |
| DRAKE-WILLIAMS STEEL, INC. DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 271 | $14.4M | $4K |
| BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P. BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN | AMARILLO, TX | Advisor / Consultant INVESTMENT ADVISORY PLAN | 141 | $14.0M | $44K |
| HART INTERCIVIC, INC. HART INTERCIVIC, INC. 401 (K) PLAN | AUSTIN, TX | Other SERVICE PROVIDER | 121 | $13.8M | $0 |
| TURBINE CONTROLS, INC. TURBINE CONTROLS, INC. 401(K) PLAN | BLOOMFIELD, CT | Advisor / Consultant INVESTMENT ADVISOR | 184 | $13.7M | $26K |
| BARBARICUM BARBARICUM 401(K) PROFIT SHARING PLAN AND TRUST | WASHINGTON, DC | Advisor / Consultant ADVISOR | 175 | $12.4M | $35K |
| BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P. BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN | AMARILLO, TX | Advisor / Consultant INVESTMENT ADVISORY PLAN | 143 | $12.1M | $67K |
| SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE, TX | Advisor / Consultant INVESTMENT ADVISORY | 175 | $12.0M | $0 |
| TARGET LOGISTICS MANAGEMENT LLC TARGET ALGECO 401(K) PLAN | WOODLANDS, TX | Advisor / Consultant ADVISOR | 886 | $11.4M | $33K |
| BARBARICUM BARBARICUM 401(K) PROFIT SHARING PLAN AND TRUST | WASHINGTON, DC | Advisor / Consultant ADVISOR | 209 | $11.2M | $28K |
| THE WIRELINE GROUP, INC. WIRELINE GROUP 401(K) PLAN | MIDLAND, TX | Advisor / Consultant INVESTMENT ADVISORY PLAN | 250 | $10.7M | $38K |
| C.G.I., INC. CGI, INC. RETIREMENT SAVINGS PLAN | CARSON CITY, NV | Advisor / Consultant INVESTMENT ADVISOR | 104 | $10.1M | $24K |
| TURBINE CONTROLS, INC. TURBINE CONTROLS, INC. 401(K) PLAN | BLOOMFIELD, CT | Advisor / Consultant INVESTMENT ADVISOR | 160 | $10.0M | $12K |
| THE WIRELINE GROUP, INC. WIRELINE GROUP 401(K) PLAN | MIDLAND, TX | Advisor / Consultant INVESTMENT ADVISORY - PLA | 239 | $9.8M | $31K |
| C.G.I., INC. CGI, INC. RETIREMENT SAVINGS PLAN | CARSON CITY, NV | Advisor / Consultant INVESTMENT ADVISOR | 106 | $9.4M | $22K |
| BDR PREFERRED HOLDINGS, LLC ROBERTS TRUCK CENTER RETIREMENT PLAN | AMARILLO, TX | Other NONE | 240 | $8.7M | $16K |
| BARBARICUM BARBARICUM 401(K) PROFIT SHARING PLAN AND TRUST | WASHINGTON, DC | Advisor / Consultant ADVISOR | 193 | $8.6M | $24K |
| THE WIRELINE GROUP, INC. WIRELINE GROUP 401(K) PLAN | MIDLAND, TX | Advisor / Consultant INVESTMENT ADVISORY | 194 | $8.1M | $29K |
| FRIMO, INC. FRIMO, INC. 401(K) PLAN AND TRUST | WIXOM, MI | Advisor / Consultant INVESTMENT ADVISORY | 70 | $7.9M | $36K |
| BDR PREFERRED HOLDINGS, LLC ROBERTS TRUCK CENTER RETIREMENT PLAN | AMARILLO, TX | Other NONE | 249 | $7.7M | $14K |
| DCA OUTDOOR, INC. DCA OUTDOOR, INC. 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 360 | $7.4M | $21K |
| ATLAS MECHANICAL, INC. ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 249 | $7.0M | $25K |
| CAFUA MANAGEMENT COMPANY LLC CAFUA MANAGEMENT 401(K) SAVINGS PLAN | METHUEN, MA | Advisor / Consultant ADVISOR | 627 | $6.7M | $13K |
| ATLAS MECHANICAL, INC. ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 158 | $6.7M | $23K |
| DCA OUTDOOR, INC. DCA OUTDOOR, INC. 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISORY - PLA | 433 | $6.3M | $6K |
| CESIUMASTRO, INC. CESIUMASTRO, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN, TX | Advisor / Consultant RIA | 127 | $5.9M | $3K |
| KENDRICK PAINT & BODY SHOP, INC. KENDRICK PAINT & BODY SHOP, INC. 401(K) PLAN | AUGUSTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 197 | $5.8M | $19K |
| ATLAS MECHANICAL, INC. ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 141 | $5.6M | $21K |
| CAFUA MANAGEMENT COMPANY LLC CAFUA MANAGEMENT 401(K) SAVINGS PLAN | METHUEN, MA | Advisor / Consultant ADVISOR | 630 | $5.6M | $22K |
| KENDRICK PAINT & BODY SHOP, INC. KENDRICK PAINT & BODY SHOP, INC. 401(K) PLAN | AUGUSTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 189 | $5.5M | $5K |
| HOUSING AND COMMUNITY SERVICES, INC. D/B/A PROSPERA HOUSING COUMMUNITY PROSPERA HCS EMPLOYEE 401(K) PLAN | SAN ANTONIO, TX | Advisor / Consultant INVESTMENT ADVISOR | 193 | $5.2M | $15K |
| COUNTY SERVICES, INC. COUNTY SERVICES, INC. 401(K) PLAN | PLAINVIEW, TX | Other INVESTMENT AD VISORY - PL | 96 | $5.1M | $15K |
| JOE'S KANSAS CITY BAR-B-QUE, INC. JOE'S KANSAS CITY BAR-B-QUE, INC. EMPLOYEE SAVINGS TRUST | KANSAS CITY, KS | Advisor / Consultant INVESTMENT ADVISOR | 174 | $4.7M | $15K |
| COUNTY SERVICES, INC. COUNTY SERVICES, INC. 401(K) PLAN | PLAINVIEW, TX | Other INVESTMENT AD VISORY - PL | 93 | $4.6M | $12K |
| VENABLE'S CONSTRUCTION, INC. VENABLE'S CONSTRUCTION, INC. 401(K) PLAN | AMARILLO, TX | Other SERVICE PROVI | 107 | $4.4M | $0 |
| ALPHA MECHANICAL, INC. ALPHA MECHANICAL PENSION PLAN AND TRUST | EL CAJON, CA | Other SERVICE PROVIDER | 95 | $4.3M | $14K |
| DOUGLASS COMMUNITY SERVICES, INC. DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN | HANNIBAL, MO | Advisor / Consultant INVESTMENT ADVISOR | 116 | $4.2M | $17K |
| PAK A SAK, INC. PAK A SAK, INC. EMPLOYEES RETIREMENT PLAN | AMARILLO, TX | Advisor / Consultant INVESTMENT ADVISOR | 151 | $4.2M | $9K |
| HEBREW HEALTH CARE, INC. HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN | WEST HARTFORD, CT | Other NONE | 182 | $4.2M | $20K |
| JOE'S KANSAS CITY BAR-B-QUE, INC. JOE'S KANSAS CITY BAR-B-QUE, INC. EMPLOYEE SAVINGS TRUST | KANSAS CITY, KS | Advisor / Consultant INVESTMENT ADVISOR | 159 | $4.1M | $3K |
| HEBREW HEALTH CARE, INC. HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN | WEST HARTFORD, CT | Advisor / Consultant INVESTMENT ADVISOR | 198 | $4.1M | $5K |
| LIBERTY GMC, INC. LIBERTY GROUP RETIREMENT PLAN | PEORIA, AZ | Advisor / Consultant INVESTMENT ADVISOR | 163 | $4.0M | $19K |
| DOOR SYSTEMS, INC DOOR SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | FRAMINGHAM, MA | Other INVESTMENT/FINANCIAL ADVI | 146 | $3.8M | $19K |
| COUNTY SERVICES, INC. COUNTY SERVICES, INC. 401(K) PLAN | PLAINVIEW, TX | Other INVESTMENT AD VISORY - PL | 94 | $3.8M | $13K |
| MESA FULLY FORMED, LLC MESA FULLY FORMED 401(K) PLAN | MESA, AZ | Other NONE | 262 | $3.7M | $17K |
| GREAT BASIN INSTITUTE GREAT BASIN INSTITUTE RETIREMENT PLAN | RENO, NV | Other NONE | 140 | $3.6M | $13K |
| DOUGLASS COMMUNITY SERVICES, INC. DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN | HANNIBAL, MO | Advisor / Consultant INVESTMENT ADVISOR | 122 | $3.6M | $14K |
| LORDS AND LADYS ENTERPRISES IN LORDS AND LADYS ENTERPRISES IN 401(K) PROFIT SHARING PLAN & TRUST | BOSTON, MA | Advisor / Consultant ADVISOR | 383 | $3.5M | $11K |
| FIRST ARIZONA TITLE AGENCY, LLC FIRST ARIZONA 401(K) PLAN | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADVI | 53 | $3.5M | $19K |
| LORDS AND LADYS ENTERPRISES IN LORDS AND LADYS ENTERPRISES IN 401(K) PROFIT SHARING PLAN & TRUST | BOSTON, MA | Advisor / Consultant ADVISOR | 382 | $3.2M | $9K |
| GREAT BASIN INSTITUTE GREAT BASIN INSTITUTE RETIREMENT PLAN | RENO, NV | Other NONE | 127 | $2.8M | $9K |
| LORDS AND LADYS ENTERPRISES IN LORDS AND LADYS ENTERPRISES IN 401(K) PROFIT SHARING PLAN & TRUST | BOSTON, MA | Advisor / Consultant ADVISOR | 378 | $2.6M | $10K |
| NEW CENTER STAMPING, INC. NEW CENTER STAMPING RETIREMENT PLAN | DETROIT, MI | Other RETAINED BY EMPLOYER | 73 | $2.5M | $11K |
| NEW CENTER STAMPING, INC. NEW CENTER STAMPING RETIREMENT PLAN | DETROIT, MI | Other RETAINED BY EMPLOYER | 110 | $2.2M | $9K |
| HOME BRANDS GROUP LLC HOME BRANDS GROUP LLC 401((K) PROFIT SHARING PLAN & TRUST | PHOENIX, AZ | Advisor / Consultant ADVISOR | 126 | $2.2M | $8K |
| ABC DISPOSAL SERVICE, INC. ABC DISPOSAL SERVICE, INC. 401(K) PLAN | NEW BEDFORD, MA | TPA / Administrator TPA | 2 | $2.1M | $8K |
| MESA FULLY FORMED, LLC MESA FULLY FORMED 401(K) PLAN | MESA, AZ | Advisor / Consultant INVESTMENT ADVISOR | 307 | $2.0M | $9K |
| HOME BRANDS GROUP LLC HOME BRANDS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | PHOENIX, AZ | Advisor / Consultant ADVISOR | 139 | $1.6M | $7K |
| FIRST ARIZONA TITLE AGENCY, LLC FIRST ARIZONA 401(K) PLAN | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADVI | 0 | $1.2M | $28K |
| QUINCY PHYSICIANS & SURGEONS CLINIC S.C. D/B/A QUINCY MEDICAL GROUP QUINCY MEDICAL GROUP RETIREMENT TRUST | QUINCY, IL | Advisor / Consultant ADVISOR | 0 | $0 | $10K |