FIRST REPUBLIC
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
128
Active participants
149,082
Total plan assets
$41.5B
Filings (rows)
129
Direct comp
$4.6M
Indirect comp
$594K
Aggregating 14 name variants under "FIRST REPUBLIC"
FIRST REPUBLIC INVESTMENT MGMT25FIRST REPUBLIC INVESTMENT MGMNT19FIRST REPUBLIC INVESTMENT MANA18FIRST REPUBLIC INVESTMENT MANAGEMEN16FIRST REPUBLIC SECURITIES15FIRST REPUBLIC BANK13FIRST REPUBLIC8FIRST REPUBLIC INVESTMENT5FIRST REPUBLIC SECURITIES CO4FIRST REPUBLIC INVESTMENT MGT1FIRST REPUBLIC INVESTMENT MNGMT1FIRST REPUBLIC/JP MORGAN CHASE BANK1FIRST REPUBLIC INVESTMENT MANAGE1FIRST REPUBLICINVESTMENT MANAGEMENT1
SERVICES PROVIDED
Other68
Advisor / Consultant57
Broker3
Top plans served
Showing top 129 of 128 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $27K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 17,983 | $5.6B | $28K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $37K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 17,167 | $4.7B | $30K |
| DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE, MD | Other INV ADV, PARTICIPANTS | 3,070 | $1.6B | $8K |
| ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON, DC | Other NONE | 1,805 | $1.3B | $8K |
| COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 2,494 | $1.2B | $40K |
| ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON, DC | Other NONE | 1,768 | $1.1B | $8K |
| ORRICK, HERRINGTON & SUTCLIFFE LLP ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN | WHEELING, WV | Other NONE | 1,833 | $1.1B | $12K |
| COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 2,584 | $979.2M | $54K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,435 | $907.2M | $18K |
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 2,099 | $879.3M | $11K |
| ORRICK, HERRINGTON & SUTCLIFFE LLP ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN | WHEELING, WV | Other NONE | 1,859 | $808.5M | $12K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,485 | $783.9M | $18K |
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 2,130 | $747.5M | $33K |
| DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other NONE | 1,428 | $671.5M | $18K |
| BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN NURSES AND LOCAL 813 IBT RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 2,716 | $619.2M | $312K |
| BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN NURSES AND LOCAL 813 IBT RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 2,649 | $589.4M | $491K |
| DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other NONE | 1,447 | $586.6M | $19K |
| PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. EMPLOYEES PENSION PLAN | FORT WAYNE, IN | Other NONE | 1,374 | $449.1M | $53K |
| PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. EMPLOYEES PENSION PLAN | FORT WAYNE, IN | Other NONE | 1,492 | $407.7M | $232K |
| GORDON REES SCULLY MANSUKHANI, LLP GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN | WALNUT CREEK, CA | Other NONE | 2,462 | $384.7M | $12K |
| ACCESSION RISK MANAGEMENT GROUP, INC. ACCESSION RISK MANAGEMENT GROUP 401(K)PLAN | BOSTON, MA | Other SERVICE PROVIDER | 4,620 | $330.2M | $93K |
| GORDON REES SCULLY MANSUKHANI, LLP GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN | OAKLAND, CA | Other NONE | 2,050 | $319.7M | $17K |
| SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN | SAN DIEGO, CA | Other NONE | 342 | $264.9M | $12K |
| RSC INSURANCE BROKERAGE, INC. RSC INSURANCE BROKERAGE, INC. 401(K) PLAN | BOSTON, MA | Other SERVICE PROVIDER | 2,232 | $240.5M | $113K |
| SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN | SAN DIEGO, CA | Other NONE | 481 | $234.0M | $12K |
| SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. PROFIT SHARING PLAN | SAN DIEGO, CA | Other NONE | 659 | $214.5M | $5K |
| SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. PROFIT SHARING PLAN | SAN DIEGO, CA | Other NONE | 481 | $90.1M | $5K |
| GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT ADVISOR | 333 | $79.5M | $36K |
| HOPKINS & CARLEY, A LAW CORPORATION HOPKINS & CARLEY 401(K) PLAN | SAN JOSE, CA | Other NONE | 101 | $78.5M | $152K |
| BARCO, INC. BARCO 401(K) RETIREMENT SAVINGS PLAN | DULUTH, GA | Broker SECURITIES BROKER | 371 | $74.0M | $5K |
| SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO, TX | Other NONE | 472 | $52.4M | $6K |
| APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 108 | $51.8M | $9K |
| FREQUENCY ELECTRONICS, INC. FREQUENCY ELECTRONICS, INC. 401(K) SAVINGS PLAN | UNIONDALE, NY | Advisor / Consultant ADVISOR | 229 | $50.3M | $53K |
| KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN, RI | Other INVESTMENT/FINANCIAL ADVI | 189 | $42.8M | $50K |
| SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO, TX | Other NONE | 476 | $42.0M | $16K |
| KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN, RI | Other INVESTMENT/FINANCIAL ADVI | 177 | $41.7M | $50K |
| KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN, RI | Other INVESTMENT/FINANCIAL ADVI | 177 | $41.7M | $50K |
| FREQUENCY ELECTRONICS, INC. FREQUENCY ELECTRONICS, INC. 401(K) SAVINGS PLAN | UNIONDALE, NY | Advisor / Consultant ADVISOR/INVESTMENT ADV | 173 | $40.9M | $58K |
| KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN, RI | Other INVESTMENT/FINANCIAL ADVI | 105 | $40.6M | $50K |
| ACADEMY OF MOTION PICTURE ARTS AND SCIENCES ACADEMY OF MOTION PICTURE ARTS AND SCIENCES 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant ADVISOR | 721 | $39.8M | $109K |
| AVENUE CAPITAL MANAGEMENT II, LP AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 129 | $37.3M | $63K |
| FREQUENCY ELECTRONICS, INC. FREQUENCY ELECTRONICS, INC. 401(K) SAVINGS PLAN | UNIONDALE, NY | Advisor / Consultant ADVISOR | 173 | $36.3M | $38K |
| ACADEMY OF MOTION PICTURE ARTS AND SCIENCES ACADEMY OF MOTION PICTURE ARTS AND SCIENCES 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant ADVISOR | 708 | $36.0M | $90K |
| WHITTIER EMPLOYEE RESOURCES INC. WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN | HAVERHILL, MA | Advisor / Consultant BROKER/ADVISOR | 1,437 | $35.0M | $0 |
| MBK REAL ESTATE LLC MBK REAL ESTATE LLC 401(K) PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 4,013 | $34.1M | $0 |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,806 | $33.6M | $13K |
| MARJAM SUPPLY COMPANY, INC. MARJAM SUPPLY COMPANY, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN | FARMINGDALE, NY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 677 | $33.1M | $63K |
| AVENUE CAPITAL MANAGEMENT II, LP AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 130 | $31.7M | $75K |
| WHITTIER EMPLOYEE RESOURCES INC. WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN | HAVERHILL, MA | Other SHAREHOLDER SERVICE PROV | 1,326 | $30.7M | $0 |
| MBK REAL ESTATE LLC MBK REAL ESTATE LLC 401(K) PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 2,598 | $30.3M | $0 |
| ACADEMY OF MOTION PICTURE ARTS AND SCIENCES ACADEMY OF MOTION PICTURE ARTS AND SCIENCES 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant ADVISOR | 677 | $29.9M | $29K |
| AVENUE CAPITAL MANAGEMENT II, LP AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 134 | $29.4M | $31K |
| FREDERICK WILDMAN & SONS LIMITED FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 138 | $25.7M | $45K |
| DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA, CA | Other NONE | 234 | $25.6M | $16K |
| MBK REAL ESTATE LLC MBK REAL ESTATE LLC 401(K) PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 1,944 | $23.9M | $0 |
| AMBULNZ HOLDINGS, LLC DOCGO 401(K) PLAN | NEW YORK, NY | Other NONE | 3,223 | $23.8M | $7K |
| GURSEY SCHNEIDER LLP GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN | LOS ANGELES, CA | Other INVESTMENT PROVIDER | 178 | $23.4M | $0 |
| THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 105 | $23.3M | $27K |
| DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA, CA | Other NONE | 220 | $23.2M | $19K |
| ST. PAUL'S EPISCOPAL HOME, INC. ST. PAUL'S EPISCOPAL HOME'S EMPLOYEE RETIREMENT PLAN | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 752 | $23.2M | $63K |
| FREDERICK WILDMAN & SONS LIMITED FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 130 | $22.8M | $49K |
| SHORELIGHT, LLC SHORELIGHT RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 275 | $22.7M | $46K |
| THE CEMENTWORKS, LLC THE BLOC 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 118 | $21.7M | $0 |
| ST. PAUL'S EPISCOPAL HOME, INC. ST. PAUL'S EPISCOPAL HOME'S EMPLOYEE RETIREMENT PLAN | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 753 | $20.7M | $18K |
| DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA, CA | Other NONE | 199 | $20.1M | $19K |
| SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | WALNUT CREEK, CA | Other NONE | 96 | $19.6M | $18K |
| THE CEMENTWORKS, LLC THE BLOC 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 135 | $19.5M | $0 |
| GURSEY SCHNEIDER LLP GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN | LOS ANGELES, CA | Other INVESTMENT PROVIDER | 138 | $19.5M | $0 |
| ST. PAUL'S EPISCOPAL HOME, INC. ST. PAUL'S EPISCOPAL HOME'S EMPLOYEE RETIREMENT PLAN | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 737 | $19.3M | $67K |
| DIVERSIFIED MANAGEMENT CORPORATION KEY AUTO GROUP 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant INVESTMENT ADVISORY | 580 | $18.8M | $0 |
| SHORELIGHT, LLC SHORELIGHT RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 231 | $18.0M | $37K |
| FREDERICK WILDMAN & SONS LIMITED FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 124 | $17.5M | $44K |
| DIVERSIFIED MANAGEMENT CORPORATION KEY AUTO GROUP 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant INVESTMENT ADVISORY | 602 | $17.1M | $0 |
| PICO ELECTRONICS, INC. PICO ELECTRONICS, INC. 401(K) RETIREMENT PLAN | PELHAM, NY | Other NONE | 198 | $16.9M | $64K |
| DIVERSIFIED MANAGEMENT CORPORATION KEY AUTO GROUP 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant INVESTMENT ADVISORY | 727 | $16.4M | $0 |
| THE CEMENTWORKS, LLC THE BLOC 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 158 | $15.9M | $0 |
| AMBULNZ HOLDINGS, LLC DOCGO 401(K) PLAN | NEW YORK, NY | Other NONE | 3,309 | $15.1M | $22K |
| ANDERSON-TULLY LUMBER COMPANY ANDERSON-TULLY HOURLY EMPLOYEES' PENSION PLAN | VICKSBURG, MS | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $15.0M | $6K |
| PICO ELECTRONICS, INC. PICO ELECTRONICS, INC. PROFIT SHARING PLAN | PELHAM, NY | Other NONE | 203 | $15.0M | $159K |
| EDGE SYSTEMS LLC EDGE SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN | LONG BEACH, CA | Advisor / Consultant ADVISOR | 588 | $14.8M | $62K |
| SHORELIGHT, LLC SHORELIGHT RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 228 | $14.5M | $35K |
| ANDERSON-TULLY LUMBER COMPANY ANDERSON-TULLY HOURLY EMPLOYEES' PENSION PLAN | VICKSBURG, MS | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $14.0M | $6K |
| FAREPORTAL INC FAREPORTAL 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 138 | $13.9M | $30K |
| TRUSTARC, INC. TRUSTARC 401(K) PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 55 | $12.4M | $34K |
| FAREPORTAL INC FAREPORTAL 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 140 | $11.7M | $24K |
| TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN | MAMARONECK, NY | Advisor / Consultant ADVISOR | 125 | $11.5M | $30K |
| TORRANCE ORTHOPEDIC & SPORTS MEDICINE GROUP TORRANCE ORTHOPEDIC & SPORTS MEDICINE GROUP 401 (K) PROFIT SHARING PLAN | TORRANCE, CA | Broker BROKERAGE | 9 | $11.4M | $8K |
| HORTON LEES BROGDEN LIGHTING DESIGN INC. HORTON LEES BROGDEN LIGHTING DESIGN INC. 401K SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 109 | $11.2M | $23K |
| LAMBDA LEGAL DEFENSE & EDUCATION FUND INC. LAMBDA LEGAL RETIREMENT BENEFIT PLAN | NEW YORK, NY | Advisor / Consultant ADVISORY/ CONSULTING | 96 | $10.7M | $28K |
| TRUSTARC, INC. TRUSTARC 401(K) PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 52 | $10.6M | $32K |
| TRUSTARC, INC. TRUSTARC 401(K) PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 67 | $10.6M | $35K |
| ANDERSON-TULLY LUMBER COMPANY, LLC ANDERSON-TULLY SALARIED EMPLOYEES' PENSION PLAN | CHAPEL HILL, NC | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $9.8M | $3K |
| TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN | MAMARONECK, NY | Advisor / Consultant ADVISOR | 114 | $9.8M | $25K |
| MISSION NORTH, INC. MISSION NORTH, INC. 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 84 | $9.8M | $0 |
| TORRANCE ORTHOPEDIC & SPORTS MEDICINE GROUP TORRANCE ORTHOPEDIC & SPORTS MEDICINE GROUP 401 (K) PROFIT SHARING PLAN | TORRANCE, CA | Broker BROKERAGE | 81 | $9.3M | $7K |
| FAREPORTAL INC FAREPORTAL 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 141 | $9.1M | $25K |
| ANDERSON-TULLY LUMBER COMPANY ANDERSON-TULLY SALARIED EMPLOYEES' PENSION PLAN | VICKSBURG, MS | Advisor / Consultant INVESTMENT MANAGEMENT | 6 | $9.0M | $5K |
| MARJAM SUPPLY COMPANY, INC. MARJAM SUPPLY COMPANY, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN | FARMINGDALE, NY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 0 | $9.0M | $48K |
| ARTNET WORLDWIDE CORPORATION ARTNET WORLDWIDE CORPORATION | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 90 | $9.0M | $20K |
| LAMBDA LEGAL DEFENSE & EDUCATION FUND INC. LAMBDA LEGAL RETIREMENT BENEFIT PLAN | NEW YORK, NY | Advisor / Consultant ADVISORY/ CONSULTING | 84 | $8.5M | $21K |
| TSG ENTERPRISES, LLC TSG ENTERPRISES 401(K) PLAN | HOLLISTON, MA | Advisor / Consultant INVESTMENT ADVISORY | 879 | $8.5M | $20K |
| INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 589 | $8.4M | $18K |
| INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 589 | $8.4M | $18K |
| MERITAGE HEALTHCARE, LLC MERITAGE HEALTHCARE, LLC 401K PROFIT SHARING PLAN | MACON, GA | Advisor / Consultant ADVISOR | 229 | $8.0M | $35K |
| TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN | MAMARONECK, NY | Advisor / Consultant ADVISOR | 104 | $8.0M | $21K |
| MISSION NORTH, INC. MISSION NORTH, INC. 401(K) PLAN | BROOKLYN, NY | Other OTHER SERVICES | 84 | $7.7M | $0 |
| ARTNET WORLDWIDE CORPORATION ARTNET WORLDWIDE CORPORATION | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 100 | $7.5M | $21K |
| INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 369 | $7.1M | $8K |
| MERITAGE HEALTHCARE, LLC MERITAGE HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN | SUNSET BEACH, CA | Advisor / Consultant ADVISOR | 241 | $7.1M | $36K |
| PROMEX INDUSTRIES, INC. PROMEX 401(K) SAVINGS PLAN | SANTA CLARA, CA | Other SHAREHOLDER SERVICE PROV | 88 | $6.6M | $16K |
| PROMEX INDUSTRIES, INC. PROMEX INDUSTRIES, INC. 401(K) PLAN | SANTA CLARA, CA | Other SHAREHOLDER SERVICE PROV | 102 | $6.6M | $22K |
| NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON, NV | Other INVESTMENT/FINANCIAL ADVI | 68 | $6.1M | $29K |
| TSG ENTERPRISES, LLC TSG ENTERPRISES 401(K) PLAN | HOLLISTON, MA | Advisor / Consultant INVESTMENT ADVISORY | 761 | $6.0M | $19K |
| DAY ONE PERSPECTIVE, LLC DBA DAY ONE AGENCY DAY ONE AGENCY 401(K) PLAN | NEW YORK, NY | Advisor / Consultant RIA | 166 | $5.9M | $11K |
| NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON, NV | Other INVESTMENT/FINANCIAL ADVI | 90 | $5.8M | $18K |
| ARTNET WORLDWIDE CORPORATION ARTNET WORLDWIDE CORPORATION | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 113 | $5.7M | $20K |
| BIG NIGHT ENTERTAINMENT GROUP, INC. BNEG, INC. 401(K) PLAN | MASHANTUCKET, CT | Other | 612 | $4.9M | $0 |
| WARREN WALKER SCHOOL, INC WARREN WALKER SCHOOL, INC 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 80 | $4.4M | $19K |
| VET PRIDE SERVICES, INC. VET PRIDE SERVICES, INC. 401(K) PLAN | RALEIGH, NC | Other INVESTMENT/FINANCIAL ADVI | 265 | $4.2M | $9K |
| TSG ENTERPRISES, LLC TSG ENTERPRISES 401(K) PLAN | HOLLISTON, MA | Advisor / Consultant INVESTMENT ADVISORY | 337 | $4.0M | $14K |
| BIG NIGHT ENTERTAINMENT GROUP, INC. BNEG, INC. 401(K) PLAN | MASHANTUCKET, CT | Other | 580 | $3.9M | — |
| VET PRIDE SERVICES, INC. VET PRIDE SERVICES, INC. 401(K) PLAN | RALEIGH, NC | Other INVESTMENT/FINANCIAL ADVI | 277 | $3.6M | $15K |
| BIG NIGHT ENTERTAINMENT GROUP, INC. BNEG, INC. 401(K) PLAN | MASHANTUCKET, CT | Other | 523 | $2.8M | $0 |
| BPC PLASMA, INC BPC PLASMA, INC SAVINGS & RETIREMENT PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $48K |
| MARJAM SUPPLY COMPANY, INC. MARJAM SUPPLY COMPANY, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN | FARMINGDALE, NY | Advisor / Consultant INVESTMENT ADVISORY -PLAN | 0 | $0 | $0 |
| MILLWRIGHT EMPLOYERS ASSOCIATION/MILLWRIGHT & MACHINE ERECTORS MILLWRIGHT EMPLOYERS ASSOCIATION MILLWRIGHT & MACHINE ERECTORS MONEY PURCHASE PENSION PLAN | WHITTIER, CA | Other INVESTMENT AND PLAN ADM | 0 | $0 | $191K |
| ALLIANT ASSET MANAGEMENT COMPANY, LLC ALLIANT ASSET MANAGEMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN | WOODLAND HILLS, CA | Advisor / Consultant ADVISOR | 0 | $0 | $12K |