DA DAVIDSON
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
108
Active participants
35,552
Total plan assets
$3.2B
Filings (rows)
110
Direct comp
$3.3M
Indirect comp
$74K
Aggregating 5 name variants under "DA DAVIDSON"
SERVICES PROVIDED
Advisor / Consultant102
Other4
Broker2
Top plans served
Showing top 110 of 108 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DUNCAN AVIATION, INC. DUNCAN AVIATION, INC. 401(K) RETIREMENT PLAN | LINCOLN, NE | Other RETAINED BY CLIENT | 2,985 | $446.1M | $90K |
| DUNCAN AVIATION, INC. DUNCAN AVIATION, INC. 401(K) RETIREMENT PLAN | LINCOLN, NE | Other RETAINED BY CLIENT | 2,914 | $388.8M | $90K |
| DUNCAN AVIATION, INC. DUNCAN AVIATION, INC. 401(K) RETIREMENT PLAN | LINCOLN, NE | Other RETAINED BY CLIENT | 2,727 | $320.3M | $90K |
| BARRIOS TECHNOLOGY BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 816 | $135.3M | $153K |
| BARRIOS TECHNOLOGY BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN | HOUSTON, TX | Other NONE | 796 | $118.6M | $127K |
| COWLES COMPANY COWLES COMPANY RETIREMENT PLAN | SPOKANE, WA | Advisor / Consultant INVESTMENT ADVISORY | 96 | $107.1M | $20K |
| WORKWAVE LLC WORKWAVE LLC 401(K) RETIREMENT PLAN | HOLMDEL, NJ | Advisor / Consultant ADVISOR | 717 | $89.6M | $19K |
| AIRLITE PLASTICS CO. THE 401(K) PLAN AND EMPLOYEE TRUST OF AIRLITE PLASTICS CO. | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 1,530 | $80.8M | $49K |
| AIRLITE PLASTICS CO. THE 401(K) PLAN AND EMPLOYEE TRUST OF AIRLITE PLASTICS CO. | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 1,404 | $67.2M | $49K |
| AIRLITE PLASTICS CO. THE 401(K) PLAN AND EMPLOYEE TRUST OF AIRLITE PLASTICS CO. | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 1,299 | $55.9M | $49K |
| DISTRIBUTION MANAGEMENT SYSTEMS, INC. DISTRIBUTION MANAGEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 264 | $47.6M | $45K |
| GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 143 | $43.2M | $26K |
| DISTRIBUTION MANAGEMENT SYSTEMS, INC. DISTRIBUTION MANAGEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 206 | $39.2M | $45K |
| GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 121 | $38.2M | $21K |
| GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 108 | $31.0M | $20K |
| DISTRIBUTION MANAGEMENT SYSTEMS, INC. DISTRIBUTION MANAGEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 211 | $30.5M | $38K |
| INDEPENDENCE BANK INDEPENDENCE BANK 401K PROFIT SHARING PLAN AND TRUST | HAVRE, MT | Advisor / Consultant INVESTMENT ADVISOR | 140 | $29.3M | $16K |
| EXXEL PACIFIC, INC. EXXEL PACIFIC, INC. BENEFIT PLAN | BELLINGHAM, WA | Advisor / Consultant INVESTMENT ADVISOR | 167 | $29.2M | $45K |
| NEPTUNE AVIATION SERVICES INC. NEPTUNE AVIATION SAVINGS AND INVESTMENT PLAN | MISSOULA, MT | Advisor / Consultant INVESTMENT ADVISOR | 202 | $28.7M | $58K |
| WATKINS DISTRIBUTING, SALES & SERVICE WATKINS DISTRIBUTING PROFIT SHARING 401K PLAN | JEROME, ID | Advisor / Consultant INVESTMENT ADVISOR | 205 | $26.4M | $41K |
| INDEPENDENCE BANK INDEPENDENCE BANK 401K PROFIT SHARING PLAN AND TRUST | HAVRE, MT | Advisor / Consultant BROKER/ADVISOR | 134 | $26.2M | $44K |
| FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 369 | $24.9M | $55K |
| NEPTUNE AVIATION SERVICES INC. NEPTUNE AVIATION SAVINGS AND INVESTMENT PLAN | MISSOULA, MT | Advisor / Consultant INVESTMENT ADVISOR | 194 | $24.2M | $54K |
| E & A CONSULTING GROUP, INC. E & A CONSULTING GROUP, INC. 401(K) FLEXIBLE | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 143 | $24.2M | $35K |
| TSL COMPANY HOLDINGS, LTD TSL COMPANY HOLDINGS, LTD. PROFIT SHARING & SAVINGS PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 506 | $23.5M | $40K |
| CORNHUSKER BANK CORNHUSKER BANK EMPLOYEES 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 130 | $22.7M | $42K |
| EXXEL PACIFIC, INC. EXXEL PACIFIC, INC. BENEFIT PLAN | BELLINGHAM, WA | Advisor / Consultant INVESTMENT ADVISOR | 179 | $22.6M | $61K |
| WATKINS DISTRIBUTING, SALES & SERVICE WATKINS DISTRIBUTING PROFIT SHARING 401K PLAN | JEROME, ID | Advisor / Consultant INVESTMENT ADVISOR | 157 | $22.5M | $36K |
| CONSOLIDATED SUPPLY CO., INC. CONSOLIDATED SUPPLY CO., INC. EMPLOYEE RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 349 | $22.2M | $25K |
| WEST GATE BANK WEST GATE BANK PROFIT SHARING 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 215 | $21.9M | $28K |
| TSL COMPANY HOLDINGS, LTD TSL COMPANY HOLDINGS, LTD. PROFIT SHARING & SAVINGS PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 515 | $21.8M | $40K |
| FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 360 | $21.2M | $45K |
| NEPTUNE AVIATION SERVICES INC. NEPTUNE AVIATION SAVINGS AND INVESTMENT PLAN | MISSOULA, MT | Advisor / Consultant INVESTMENT ADVISOR | 192 | $20.7M | $40K |
| WATKINS DISTRIBUTING, SALES & SERVICE WATKINS DISTRIBUTING PROFIT SHARING 401K PLAN | JEROME, ID | Advisor / Consultant INVESTMENT ADVISOR | 139 | $19.5M | $36K |
| NATIONAL ARBOR DAY FOUNDATION NATIONAL ARBOR DAY FOUNDATION 401(K) PLAN AND TRUST | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 510 | $19.5M | $36K |
| CONSOLIDATED SUPPLY CO., INC. CONSOLIDATED SUPPLY CO., INC. EMPLOYEE RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 288 | $19.4M | $25K |
| CORNHUSKER BANK CORNHUSKER BANK EMPLOYEES 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 129 | $19.1M | $34K |
| TSL COMPANY HOLDINGS, LTD TSL COMPANY HOLDINGS, LTD. PROFIT SHARING & SAVINGS PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 521 | $18.4M | $40K |
| ENSIGN ENGINEERING & LAND SURVEYING INC. ENSIGN ENGINEERING & LAND SURVEYING, INC. 401(K) PROFIT SHARING PLAN | SANDY, UT | Advisor / Consultant INVESTMENT ADVISOR | 128 | $18.1M | $31K |
| WEST GATE BANK WEST GATE BANK PROFIT SHARING 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 203 | $17.9M | $24K |
| FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA, CA | Broker BROKER | 363 | $17.6M | $44K |
| DRAKE-WILLIAMS STEEL, INC. DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 273 | $17.5M | $21K |
| RUNZA NATIONAL, INC RUNZA NATIONAL, INC. 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Advisor / Consultant ADVISOR | 176 | $16.8M | $22K |
| NATIONAL ARBOR DAY FOUNDATION NATIONAL ARBOR DAY FOUNDATION 401(K) PLAN AND TRUST | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 491 | $16.7M | $31K |
| CORNHUSKER BANK CORNHUSKER BANK EMPLOYEES 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 128 | $16.5M | $35K |
| NOSLER, INC. NOSLER, INC. 401(K) SALARY REDUCTION PLAN | BEND, OR | Advisor / Consultant ADVISOR | 177 | $16.4M | $37K |
| OXARC, INC. OXARC 401(K) PROFIT SHARING PLAN | SPOKANE, WA | Advisor / Consultant ADVISOR | 265 | $15.9M | $25K |
| CONSOLIDATED SUPPLY CO., INC. CONSOLIDATED SUPPLY CO., INC. EMPLOYEE RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 296 | $15.9M | $26K |
| WEST GATE BANK WEST GATE BANK PROFIT SHARING 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 224 | $15.4M | $27K |
| CABINET PEAKS MEDICAL CENTER CABINET PEAKS MEDICAL CENTER PERSONAL RETIREMENT PLAN | LIBBY, MT | Advisor / Consultant BROKER/ADVISOR | 329 | $14.9M | $43K |
| ENSIGN ENGINEERING & LAND SURVEYING INC. ENSIGN ENGINEERING & LAND SURVEYING, INC. 401(K) PROFIT SHARING PLAN | SANDY, UT | Advisor / Consultant INVESTMENT ADVISOR | 129 | $14.8M | $26K |
| DRAKE-WILLIAMS STEEL, INC. DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 271 | $14.4M | $21K |
| WERNER CONSTRUCTION CO WERNER AFFILIATED COMPANIES EMPLOYEES SAVINGS TRUST | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 319 | $14.2M | $27K |
| THE TIRE GUYS, INC. THE TIRE GUYS 401(K) PLAN | BILLINGS, MT | Advisor / Consultant ADVISOR | 271 | $13.9M | $32K |
| RUNZA NATIONAL, INC RUNZA NATIONAL, INC. 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Advisor / Consultant ADVISOR | 151 | $13.8M | $18K |
| WERNER CONSTRUCTION CO WERNER AFFILIATED COMPANIES EMPLOYEES SAVINGS TRUST | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 304 | $13.7M | $24K |
| NOSLER, INC. NOSLER, INC. 401(K) SALARY REDUCTION PLAN | BEND, OR | Advisor / Consultant ADVISOR | 180 | $13.6M | $29K |
| CABINET PEAKS MEDICAL CENTER CABINET PEAKS MEDICAL CENTER PERSONAL RETIREMENT PLAN | LIBBY, MT | Advisor / Consultant BROKER/ADVISOR | 300 | $13.5M | $36K |
| NATIONAL ARBOR DAY FOUNDATION NATIONAL ARBOR DAY FOUNDATION 401(K) PLAN AND TRUST | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 468 | $13.5M | $27K |
| FARMERS STATE FINANCIAL CORPORATION FARMERS STATE FINANCIAL CORPORATION CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | VICTOR, MT | Advisor / Consultant INVESTMENT ADVISOR | 130 | $12.9M | $49K |
| THE TIRE GUYS, INC. THE TIRE GUYS 401(K) PLAN | BILLINGS, MT | Advisor / Consultant ADVISOR | 243 | $12.8M | $28K |
| FARMERS STATE FINANCIAL CORPORATION FARMERS STATE FINANCIAL CORPORATION CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | VICTOR, MT | Advisor / Consultant INVESTMENT ADVISOR | 133 | $12.4M | $47K |
| WERNER CONSTRUCTION CO WERNER AFFILIATED COMPANIES EMPLOYEES SAVINGS TRUST | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 286 | $11.9M | $24K |
| FARMERS STATE FINANCIAL CORPORATION FARMERS STATE FINANCIAL CORPORATION CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | VICTOR, MT | Advisor / Consultant INVESTMENT ADVISOR | 127 | $11.7M | $23K |
| THE TIRE GUYS, INC. THE TIRE GUYS 401(K) PLAN | BILLINGS, MT | Advisor / Consultant ADVISOR | 253 | $11.7M | $30K |
| ENSIGN ENGINEERING & LAND SURVEYING INC. ENSIGN ENGINEERING & LAND SURVEYING, INC. 401(K) PROFIT SHARING PLAN | SANDY, UT | Advisor / Consultant INVESTMENT ADVISOR | 129 | $11.7M | $25K |
| CABINET PEAKS MEDICAL CENTER CABINET PEAKS MEDICAL CENTER PERSONAL RETIREMENT PLAN | LIBBY, MT | Advisor / Consultant BROKER/ADVISOR | 279 | $11.3M | $35K |
| RUNZA NATIONAL, INC RUNZA NATIONAL, INC. 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Advisor / Consultant ADVISOR | 148 | $11.1M | $25K |
| NOSLER, INC. NOSLER, INC. 401(K) SALARY REDUCTION PLAN | BEND, OR | Advisor / Consultant ADVISOR | 131 | $10.5M | $27K |
| HHI CORPORATION HHI CORPORATION 401(K) PLAN | OGDEN, UT | Advisor / Consultant INVESTMENT ADVISOR | 188 | $10.4M | $39K |
| ROGERS MOTORS, INC. ROGERS MOTORS, INC. PROFIT SHARING RETIREMENT PLAN | LEWISTON, ID | Advisor / Consultant BROKER/ADVISOR | 242 | $10.3M | $39K |
| FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY FISHER'S TECHNOLOGY 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 194 | $10.1M | $23K |
| ROGERS MOTORS, INC. ROGERS MOTORS, INC. PROFIT SHARING RETIREMENT PLAN | LEWISTON, ID | Advisor / Consultant BROKER/ADVISOR | 183 | $9.7M | $33K |
| FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY FISHER'S TECHNOLOGY 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 203 | $8.6M | $18K |
| SUN MOUNTAIN SPORTS, INC. SUN MOUNTAIN SPORTS, INC. 401(K) & PROFIT SHARING PLAN | MISSOULA, MT | Advisor / Consultant INVESTMENT ADVISOR | 83 | $8.6M | $34K |
| AAI, INC. ANDERSON AUTO GROUP 401(K) PROFIT SHARING PLAN & TRUST | LINCOLN, NE | Advisor / Consultant ADVISOR | 500 | $8.5M | $9K |
| CEDARS YOUTH SERVICES, INC. CEDARS YOUTH SERVICES, INC. 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 120 | $8.1M | $14K |
| ROGERS MOTORS, INC. ROGERS MOTORS, INC. PROFIT SHARING RETIREMENT PLAN | LEWISTON, ID | Advisor / Consultant BROKER/ADVISOR | 187 | $7.7M | $29K |
| VISIONARY COMMUNICATIONS, INC. VISIONARY COMMUNICATIONS, INC. 401(K) PLAN | GILLETTE, WY | Advisor / Consultant ADVISOR | 194 | $7.7M | $9K |
| CEDARS YOUTH SERVICES, INC. CEDARS YOUTH SERVICES, INC. 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 114 | $7.3M | $14K |
| CAREER PATH SERVICES CAREER PATH SERVICES 403(B) PLAN | SPOKANE, WA | Advisor / Consultant BROKER/ADVISOR | 126 | $7.1M | $0 |
| CAREER PATH SERVICES CAREER PATH SERVICES 403(B) PLAN | SPOKANE, WA | Advisor / Consultant INVESTMENT MANAGEMENT | 126 | $7.1M | $0 |
| HEALTH & REHAB SOLUTIONS, INC. DO LIFE BETTER 401(K) PLAN | KALISPELL, MT | Advisor / Consultant INVESTMENT ADVISOR | 224 | $7.1M | $24K |
| FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY FISHER'S TECHNOLOGY 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 178 | $7.0M | $17K |
| KLAMATH CHILD AND FAMILY TREATMENT CENTER INC KLAMATH CHILD AND FAMILY TREATMENT CENTER RETIREMENT PLAN | KLAMATH FALLS, OR | Advisor / Consultant INVESTMENT ADVISOR | 241 | $6.5M | $25K |
| CAREER PATH SERVICES CAREER PATH SERVICES 403(B) PLAN | SPOKANE, WA | Advisor / Consultant BROKER/ADVISOR | 104 | $5.9M | $0 |
| KLAMATH CHILD AND FAMILY TREATMENT CENTER INC KLAMATH CHILD AND FAMILY TREATMENT CENTER RETIREMENT PLAN | KLAMATH FALLS, OR | Advisor / Consultant BROKER / ADVISOR | 276 | $5.9M | $0 |
| KLAMATH CHILD AND FAMILY TREATMENT CENTER INC KLAMATH CHILD AND FAMILY TREATMENT CENTER RETIREMENT PLAN | KLAMATH FALLS, OR | Advisor / Consultant INVESTMENT ADVISOR | 276 | $5.9M | $6K |
| HEALTH & REHAB SOLUTIONS, INC. DO LIFE BETTER 401(K) PLAN | KALISPELL, MT | Advisor / Consultant INVESTMENT ADVISOR | 218 | $5.6M | $20K |
| BILLINGS FLYING SERVICE, INC. BILLINGS FLYING SERVICE, INC. 401(K) PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 173 | $5.5M | $16K |
| PYRAMID MOUNTAIN LUMBER, INC. PYRAMID MOUNTAIN LUMBER, INC. PROFIT SHARING & 401(K) RETIREMENT SAVINGS PLAN | SEELEY LAKE, MT | Advisor / Consultant INVESTMENT ADVISOR | 95 | $5.4M | $15K |
| NEW HEALTH PROGRAMS ASSOCIATION NEW HEALTH 401(K) PLAN | CHEWELAH, WA | Advisor / Consultant INVESTMENT ADVISOR | 153 | $5.3M | $15K |
| CHILD SAVING INSTITUTE, INC. CHILD SAVING INSTITUTE RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 171 | $4.6M | $19K |
| CHILD SAVING INSTITUTE, INC. CHILD SAVING INSTITUTE RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 152 | $4.6M | $23K |
| NEW HEALTH PROGRAMS ASSOCIATION NEW HEALTH 401(K) PLAN | CHEWELAH, WA | Advisor / Consultant INVESTMENT ADVISOR | 141 | $4.2M | $10K |
| BILLINGS FLYING SERVICE, INC. BILLINGS FLYING SERVICE, INC. 401(K) PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 142 | $4.2M | $11K |
| FLATHEAD INDUSTRIES FLATHEAD INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KALISPELL, MT | Advisor / Consultant INVESTMENT ADVISOR | 112 | $4.0M | $10K |
| UTAH TANK & TRAILER, LLC UTAH TANK & TRAILER 401(K) PLAN | WEST VALLEY CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 112 | $4.0M | $15K |
| MSC GROUP HOLDINGS, LLC MSC GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | CEDAR CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 39 | $4.0M | $21K |
| HEALTH & REHAB SOLUTIONS, INC. DO LIFE BETTER 401(K) PLAN | KALISPELL, MT | Advisor / Consultant INVESTMENT ADVISOR | 225 | $3.9M | $18K |
| TREASURE VALLEY COFFEE, INC. TREASURE VALLEY COFFEE, INC. 401(K) PLAN | BOISE, ID | Advisor / Consultant BROKER/ADVISOR | 176 | $3.7M | $16K |
| CHILD SAVING INSTITUTE, INC. CHILD SAVING INSTITUTE RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 165 | $3.6M | $18K |
| FLATHEAD INDUSTRIES FLATHEAD INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KALISPELL, MT | Advisor / Consultant INVESTMENT ADVISOR | 104 | $3.3M | $8K |
| FREIGHT AGENCY, INC. FREIGHT AGENCY, INC. 401K PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 185 | $3.0M | $13K |
| BILLINGS FLYING SERVICE, INC. BILLINGS FLYING SERVICE, INC. 401(K) PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 131 | $2.8M | $9K |
| VANDERVERT HOSPITALITY, INC. VANDERVERT HOSPITALITY 401(K) RETIREMENT PLAN | SPOKANE, WA | Advisor / Consultant BROKER/ADVISOR | 139 | $2.4M | $0 |
| DON K CHEVROLET DON K CHEVROLET 401(K) PLAN | WHITEFISH, MT | Broker BROKER/ADVISER | 63 | $2.0M | $0 |
| KARL TYLER CHEVROLET KARL TYLER CHEVROLET 401(K) SAVINGS RETIREMENT PLAN | MISSOULA, MT | Advisor / Consultant INVESTMENT ADVISOR | 113 | $362K | $86 |
| SUN MOUNTAIN SPORTS, INC. SUN MOUNTAIN SPORTS, INC. 401(K) & PROFIT SHARING PLAN | MISSOULA, MT | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $21K |
| AVIACODE, INC. AVIACODE, INC. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $6K |