LINCOLN FINANCIAL
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
353
Active participants
257,672
Total plan assets
$21.7B
Filings (rows)
367
Direct comp
$9.1M
Indirect comp
$4.1M
Aggregating 18 name variants under "LINCOLN FINANCIAL"
LINCOLN FINANCIAL ADVISORS131LINCOLN FINANCIAL GROUP53LINCOLN FINANCIAL ADVISORS CORPORAT46LINCOLN FINANCIAL SECURITIES44LINCOLN FINANCIAL28LINCOLN FINANCIAL ADVISORS COR14LINCOLN FINANCIAL SECURITIES CORPOR12LINCOLN FINANCIAL ADVS9LINCOLN FINANCIAL ADVISORS COMP5LINCOLN FINANCIAL ADVISORS AC4LINCOLN FINANCIAL ADVISORS CORPORA3LINCOLN FINANCIAL ADVISORS CORR2LINCOLN FINANCIAL SECURITIRD2LINCOLN FINANCIAL SERVCIES2LINCOLN FINANCIAL ADVISORS GROUP1LINCOLN FINANCIAL ADV1LINCOLN FINANCIAL ADVISORS COMPE1LINCOLN FINANCIALCORPORATION1
SERVICES PROVIDED
Other150
Advisor / Consultant148
Broker42
Recordkeeper7
TPA / Administrator6
Insurance2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| LINCOLN PATHBUILDER INCOME | 32 |
| RUSSELL SMALL CAP VALUE INDX NL SF | 10 |
| RUSSELL SMALL CAP GROWTH INDX NL SF | 9 |
| SECURED RETIREMENT INCOME | 8 |
| SSGA S&P MID CAP INDEX FUND | 6 |
| RUSSELL LARGE CAP VALUE R INDX NL | 6 |
| RUSSELL LARGECAP GROWTH R INDX NL | 6 |
| LINCOLN FINANCIAL GROUP | 5 |
| LINCOLN STABLE VALUE SEPARATE ACCOU | 4 |
| SSGA RUSSELL SMALL CAP GROWTH INDEX | 4 |
| FLEXPATH IND MOD 2045 CL I2 | 3 |
| FLEXPATH IND AGG 2035 CLASS I2 | 3 |
| FLEXPATH IND MOD RETIREMENT CL I2 | 3 |
| LINCOLN | 3 |
| BLACKROCK INFLATION PROTECTED BOND | 3 |
| BAIRD AGGREGATE BOND CLASS | 3 |
| AMERICAN FUNDS 2025 TRGT DATE RTRMT | 3 |
| BNY MELLON STOCK INDEX FUND | 3 |
| VANGUARD 500 INDEX | 3 |
| AMERICAN FUNDS 2065 TRGT DATE RTRMT | 3 |
| FLEXPATH IND CONS RTMNT CLASS I2 | 3 |
| AMERICAN FUNDS 2030 TRGT DATE RTRMT | 3 |
| FLEXPATH IND AGG RTMNT CLASS I2 | 3 |
| AMERICAN FUNDS 2045 TRGT DATE RTRMT | 3 |
| AM FDS INTL GR | 3 |
Top plans served
Showing top 367 of 353 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | TPA / Administrator CONTRACT ADMIN | 34,406 | $3.0B | $13K |
| WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | TPA / Administrator CONTRACT ADMIN | 34,160 | $2.6B | $14K |
| WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | Recordkeeper RECORDKEEPER | 33,717 | $2.2B | $0 |
| ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH, PA | Other WRAP PROVIDER | — | $1.5B | $2K |
| ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH, PA | Other WRAP PROVIDER | — | $1.4B | $15K |
| ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH, PA | Other WRAP PROVIDER | — | $1.2B | $13K |
| AKIMA, LLC AKIMA, LLC 401(K) PLAN | HERNDON, VA | Other NONE | 10,186 | $554.7M | $0 |
| AKIMA, LLC AKIMA, LLC 401(K) PLAN | HERNDON, VA | Other NONE | 7,338 | $434.9M | $0 |
| AKIMA, LLC AKIMA, LLC 401(K) PLAN | HERNDON, VA | Other NONE | 6,550 | $355.3M | $0 |
| MODERN TECHNOLOGY SOLUTIONS INC MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN | ALEXANDRIA, VA | Other OTHER SERVICES | 1,975 | $324.3M | $0 |
| ATH HOLDING COMPANY LLC ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN | INDIANAPOLIS, IN | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | $300.7M | $596K |
| ATH HOLDING COMPANY LLC ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN | INDIANAPOLIS, IN | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | $289.5M | $752K |
| ATH HOLDING COMPANY LLC ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN | INDIANAPOLIS, IN | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | $271.3M | $578K |
| MODERN TECHNOLOGY SOLUTIONS INC MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN | ALEXANDRIA, VA | Other OTHER SERVICES | 1,659 | $251.4M | $0 |
| RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 1,692 | $232.6M | $78K |
| ASM RESEARCH LLC ASM RESEARCH LLC 401(K) PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISORY | 1,627 | $211.3M | $202K |
| ASM RESEARCH LLC ASM RESEARCH LLC 401(K) PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISORY | 1,677 | $177.1M | $208K |
| GROUPER ACQUISITION COMPANY, LLC D/B/A SHILOH INDUSTRIES NON-UNION EMPLOYEES 401(K) PLAN | AUBURN HILLS, MI | Other OTHER SERVICES | 1,313 | $148.4M | $0 |
| MEGALODON MIDCO, LLC NON-UNION EMPLOYEES 401(K) PLAN | AUBURN HILLS, MI | Other OTHER SERVICES | 823 | $145.3M | $0 |
| SUNTEC CONCRETE, INC. SUNTEC CONCRETE, INC. 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISORY | 1,127 | $140.1M | $56K |
| FROEDTERT THEDACARE HEALTH, INC. COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 286 | $117.1M | $18K |
| SUNTEC CONCRETE, INC. SUNTEC CONCRETE, INC. 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISORY | 947 | $116.0M | $48K |
| PACIFIC PREMIER BANK PACIFIC PREMIER BANK 401(K) PLAN | IRVINE, CA | Broker BROKER/DEALER | 1,265 | $114.7M | — |
| PACIFIC PREMIER BANK PACIFIC PREMIER BANK 401(K) PLAN | IRVINE, CA | Advisor / Consultant FINANCIAL ADVISORS | 1,349 | $99.0M | — |
| DIGI INTERNATIONAL, INC. DIGI INTERNATIONAL INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOPKINS, MN | Advisor / Consultant ADVISOR | 621 | $98.4M | $35K |
| MAINEGENERAL HEALTH MAINEGENERAL HEALTH RETIREMENT INCOME PLAN | WATERVILLE, ME | Other SERVICE PROVIDER | 4,879 | $87.4M | $134K |
| BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST | TREVOSE, PA | Advisor / Consultant INVESTMENT ADVISOR | 2,594 | $80.1M | $21K |
| MAINEGENERAL HEALTH MAINEGENERAL HEALTH RETIREMENT INCOME PLAN | WATERVILLE, ME | Other SERVICE PROVIDER | 4,716 | $79.4M | $136K |
| PREMIER DISTRIBUTION COOPERATIVE, INC. ONE MEMBER RETIREMENT PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 1,062 | $71.6M | $97K |
| SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM, AL | Other NONE | 631 | $71.0M | $16K |
| MAINEGENERAL HEALTH MAINEGENERAL HEALTH RETIREMENT INCOME PLAN | WATERVILLE, ME | Other SERVICE PROVIDER | 4,569 | $70.7M | $137K |
| BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST | TREVOSE, PA | Advisor / Consultant INVESTMENT ADVISOR | 2,424 | $69.8M | $42K |
| GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA, CA | Other OTHER | 605 | $67.0M | $4K |
| GOLDEN GATE REGIONAL CENTER GOLDEN GATE REGIONAL CENTER 403(B) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 308 | $66.7M | $0 |
| SHEET METAL WORKERS LOCAL UNION NO. 268 INT'L ASSOC. OF S.M.A.R.T. WORKERS LOCAL UNION 268 PENSION TRUST & PLAN AGREEMENT | CASEYVILLE, IL | Other NONE | 377 | $64.8M | $45K |
| PREMIER DISTRIBUTION COOPERATIVE, INC. ONE MEMBER RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant FINANCIAL ADVISOR | 818 | $62.7M | $95K |
| PREMIER DISTRIBUTION COOPERATIVE, INC. ONE MEMBER RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant FINANCIAL ADVISOR | 818 | $62.7M | $6K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Other SERVICE PROVIDER | 107 | $62.1M | $49K |
| JIM BROWN CHEVROLET INC. JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISOR | 901 | $61.1M | $54K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Other SERVICE PROVIDER | 80 | $60.6M | $48K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Other SERVICE PROVIDER | 120 | $60.0M | $16K |
| SHEET METAL WORKERS LOCAL UNION NO. 268 INT'L ASSOC. OF S.M.A.R.T. WORKERS LOCAL UNION 268 PENSION TRUST & PLAN AGREEMENT | CASEYVILLE, IL | Other NONE | 361 | $59.9M | $14K |
| NATIONAL CHURCH RESIDENCES,INC. NATIONAL CHURCH RESIDENCES 3-4-5 401(A) RETIREMENT PLAN | COLUMBUS, OH | Other SERVICE PROVIDER | 2,496 | $59.9M | $161K |
| BFPE INTERNATIONAL, INC. BFPE INTERNATIONAL, INC. 401K PLAN | HANOVER, MD | Advisor / Consultant ADVISOR | 867 | $58.9M | $26K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Other SERVICE PROVIDER | 115 | $57.6M | $62K |
| SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM, AL | Other NONE | 587 | $57.1M | $72K |
| BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST | TREVOSE, PA | Advisor / Consultant INVESTMENT ADVISOR | 2,413 | $56.2M | $42K |
| GOLDEN GATE REGIONAL CENTER GOLDEN GATE REGIONAL CENTER 403(B) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 265 | $56.1M | $0 |
| NATIONAL CHURCH RESIDENCES,INC. NATIONAL CHURCH RESIDENCES 3-4-5 401(A) RETIREMENT PLAN | COLUMBUS, OH | Other SERVICE PROVIDER | 2,240 | $55.1M | $138K |
| JIM BROWN CHEVROLET INC. JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISOR | 874 | $53.6M | $54K |
| SHEET METAL WORKERS LOCAL UNION NO. 268 INT'L ASSOC. OF S.M.A.R.T. WORKERS LOCAL UNION 268 PENSION TRUST & PLAN AGREEMENT | CASEYVILLE, IL | Other NONE | 351 | $52.0M | $4K |
| FIBERTEK, INC. FIBERTEK, INC. 401(K) PLAN | HERNDON, VA | Advisor / Consultant ADVISOR | 197 | $51.9M | $64K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Other SERVICE PROVIDER | 113 | $51.9M | $11K |
| CUSTOMER VALUE PARTNERS, LLC CVP RETIREMENT SAVINGS PLAN | WASHINGTON, DC | Other INVESTMENT/FINANCIAL ADVI | 585 | $51.1M | $167K |
| BFPE INTERNATIONAL, INC. BFPE INTERNATIONAL, INC. 401K PLAN | HANOVER, MD | Advisor / Consultant ADVISOR | 864 | $48.5M | $0 |
| NATIONAL CHURCH RESIDENCES,INC. NATIONAL CHURCH RESIDENCES 3-4-5 401(A) RETIREMENT PLAN | COLUMBUS, OH | Other SERVICE PROVIDER | 2,336 | $45.7M | $138K |
| ONCOLOGY HEMATOLOGY WEST, P.C. 401(K) PLAN AND EMPLOYEES TRUST OF ONCOLOGY HEMATOLOGY WEST, P. C. | OMAHA, NE | Advisor / Consultant BROKER/ADVISOR | 282 | $43.9M | $0 |
| FIBERTEK, INC. FIBERTEK, INC. 401(K) PLAN | HERNDON, VA | Advisor / Consultant ADVISOR | 193 | $42.8M | $68K |
| BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN, OH | Broker BROKER/DEALER | 720 | $41.6M | $0 |
| THE GATEWAY ENGINEERS, INC THE GATEWAY ENGINEERS, INC. PROFIT SHARING RETIREMENT & 401(K) PLAN | PITTSBURGH, PA | Other NONE | 203 | $41.1M | $54K |
| THE DE MOYA GROUP, INC. THE DE MOYA GROUP, INC. PROFIT SHARING PLAN & TRUST | MIAMI, FL | Advisor / Consultant INVESTMENT ADVISOR | 307 | $40.1M | $76K |
| SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE, PA | Other SERVICE PROVIDER | 386 | $39.3M | $110K |
| CUSTOMER VALUE PARTNERS, LLC. CVP RETIREMENT SAVINGS PLAN | FAIRFAX, VA | Other INVESTMENT/FINANCIAL ADVI | 557 | $39.1M | $72K |
| CUSTOMER VALUE PARTNERS, LLC. CVP RETIREMENT SAVINGS PLAN | FAIRFAX, VA | Other INVESTMENT/FINANCIAL ADVI | 557 | $39.1M | $72K |
| EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON, NJ | Advisor / Consultant ADVISOR | 371 | $39.0M | $26K |
| REGIONAL ORTHOPAEDIC ASSOCIATES, P.A. REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP | WILMINGTON, DE | Other NONE | 156 | $38.9M | $46K |
| SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE, PA | Other SERVICE PROVIDER | 394 | $38.4M | $91K |
| ONCOLOGY HEMATOLOGY WEST, P.C. 401(K) PLAN AND EMPLOYEES TRUST OF ONCOLOGY HEMATOLOGY WEST, P. C. | OMAHA, NE | Advisor / Consultant BROKER/ADVISOR | 279 | $38.3M | $0 |
| ONCOLOGY HEMATOLOGY WEST, P.C. 401(K) PLAN AND EMPLOYEES TRUST OF ONCOLOGY HEMATOLOGY WEST, P. C. | OMAHA, NE | Other SHAREHOLDER SERVICE PROV | 279 | $38.3M | $0 |
| UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN | CORAL GABLES, FL | Other SERVICE PROVIDER | 994 | $37.8M | $95K |
| KEY SCHOOL, INC. RETIREMENT PLAN FOR THE PERSONNEL OF THE KEY SCHOOL | ANNAPOLIS, MD | Other | 183 | $37.2M | $775 |
| REGIONAL ORTHOPAEDIC ASSOCIATES, P.A. REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP | MIDDLETOWN, DE | Other NONE | 161 | $37.1M | $37K |
| ALTAIS HEALTH SOLUTIONS ALTAIS HEALTH SOLUTIONS 401(K) PLAN | OAKLAND, CA | Broker BROKER/ADVISER | 329 | $36.8M | $0 |
| BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN, OH | Broker BROKER/DEALER | 502 | $36.8M | $0 |
| FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON, CT | Advisor / Consultant BROKER/ADVISOR | 109 | $35.3M | $0 |
| KEY SCHOOL, INC. RETIREMENT PLAN FOR THE PERSONNEL OF THE KEY SCHOOL | ANNAPOLIS, MD | Other | 188 | $34.4M | $910 |
| THE GATEWAY ENGINEERS, INC THE GATEWAY ENGINEERS, INC. PROFIT SHARING RETIREMENT & 401(K) PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 191 | $34.3M | $21K |
| PEDIATRIC HOME RESPIRATORY SERVICES, LLC D/B/A PEDIATRIC HOME SERVICE PEDIATRIC HOME SERVICE EMPLOYEES SAVINGS PLAN | ROSEVILLE, MN | Other OTHER | 1,380 | $34.2M | -$1K |
| SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE, PA | Other SERVICE PROVIDER | 443 | $34.1M | $103K |
| HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN | MINNEAPOLIS, MN | Other SERVICE PROVIDER | 448 | $33.6M | $710 |
| ROSE BRAND WIPERS, INC. ROSE BRAND WIPERS PROFIT SHARING PLAN | SECAUCUS, NJ | Other INVESTMENT/FINANCIAL ADVI | 251 | $33.2M | $30K |
| THE DE MOYA GROUP, INC. THE DE MOYA GROUP, INC. PROFIT SHARING PLAN & TRUST | MIAMI, FL | Advisor / Consultant INVESTMENT ADVISOR | 295 | $33.0M | $72K |
| DELAWARE ELEVATOR, INC. DELAWARE ELEVATOR, INC. RETIREMENT PLAN | SALISBURY, MD | Other NONE | 477 | $31.8M | $32K |
| SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN | BRYAN, OH | Other OTHER SERVICES | 528 | $31.8M | $0 |
| ALLIANTGROUP LP ALLIANTGROUP LP 401(K) PLAN | HOUSTON, TX | Broker BROKER/ADVISER | 707 | $31.7M | $0 |
| OLEAN MEDICAL PRACTICE PLLC OLEAN MEDICAL PRACTICE PLLC RETIREMENT PLAN | OLEAN, NY | Other SERVICE PROVIDER | 161 | $31.6M | $25K |
| BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC. BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC. 401(K) PLAN | OAKLAND, CA | Broker BROKER/ADVISER | 245 | $31.6M | $0 |
| EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON, NJ | Advisor / Consultant ADVISOR | 381 | $30.4M | $26K |
| UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN | CORAL GABLES, FL | Other SERVICE PROVIDER | 1,004 | $30.4M | $69K |
| FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON, CT | Advisor / Consultant BROKER/ADVISOR | 104 | $30.1M | $0 |
| REGIONAL ORTHOPAEDIC ASSOCIATES, P.A. REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP | MIDDLETOWN, DE | Other NONE | 155 | $29.5M | $36K |
| ATCS, PLC ATCS, P.L.C. 401(K) PLAN | HERNDON, VA | Advisor / Consultant ADVISOR | 250 | $29.5M | $49K |
| MURPHY FAMILY VENTURES, LLC MURPHY FAMILY VENTURES, LLC 401(K) PLAN | WALLACE, NC | Other OTHER SERVICES | 393 | $29.1M | $32K |
| HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN | MINNEAPOLIS, MN | Other SERVICE PROVIDER | 488 | $27.7M | $0 |
| AUTO INVESTMENT, INC. AUTO INVESTMENT, INC. 401(K) PLAN | PELHAM, AL | Other SERVICE PROVIDER | 388 | $27.3M | $168K |
| PEDIATRIC HOME RESPIRATORY SERVICES, LLC D/B/A PEDIATRIC HOME SERVICE PEDIATRIC HOME SERVICE EMPLOYEES SAVINGS PLAN | ROSEVILLE, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,297 | $27.2M | $1K |
| APLIX, INC. APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Other OTHER SERVICES | 326 | $27.1M | $75K |
| SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN | BRYAN, OH | Other OTHER SERVICES | 507 | $26.2M | $0 |
| FRED FINCH YOUTH CENTER FRED FINCH YOUTH CENTER 401(K) | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 407 | $26.1M | $40K |
| SHAHEEN AUTOMOTIVE GROUP, INC. SHAHEEN AUTOMOTIVE GROUP 401(K) PLAN | LANSING, MI | TPA / Administrator CONTRACT ADMINISTRATOR | 517 | $25.6M | $2K |
| KELLY AUTOMOTIVE GROUP KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST | DANVERS, MA | Other INVESTMENT/FINANCIAL ADVI | 347 | $25.4M | $9K |
| KELLY AUTOMOTIVE GROUP KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST | DANVERS, MA | Other INVESTMENT/FINANCIAL ADVI | 347 | $25.4M | $9K |
| HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN | MINNEAPOLIS, MN | Other SERVICE PROVIDER | 436 | $25.0M | $0 |
| ALLIANTGROUP LP ALLIANTGROUP LP 401(K) PLAN | HOUSTON, TX | Broker BROKER/ADVISER | 740 | $24.3M | $0 |
| DELAWARE ELEVATOR, INC. DELAWARE ELEVATOR, INC. RETIREMENT PLAN | SALISBURY, MD | Other NONE | 390 | $24.1M | $26K |
| INTERDESIGN, INC. INTERDESIGN, INC. PROFIT SHARING PLAN | SOLON, OH | Broker BROKER/DEALER | 190 | $24.0M | $0 |
| AUTO INVESTMENT, INC. AUTO INVESTMENT, INC. 401(K) PLAN | PELHAM, AL | Other SERVICE PROVIDER | 392 | $23.9M | $140K |
| SHAHEEN AUTOMOTIVE GROUP, INC. SHAHEEN AUTOMOTIVE GROUP 401(K) PLAN | LANSING, MI | Recordkeeper RECORDKEEPER; ADVISORY | 469 | $23.7M | $38K |
| CHF INDUSTRIES INC CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Other OTHER SERVICES | 125 | $23.4M | $0 |
| ATCS, PLC ATCS, P.L.C. 401(K) PLAN | HERNDON, VA | Advisor / Consultant ADVISOR | 267 | $23.1M | $47K |
| APLIX, INC. APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Other OTHER SERVICES | 287 | $23.0M | $57K |
| FRED FINCH YOUTH CENTER FRED FINCH YOUTH CENTER 401(K) | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 391 | $22.6M | $34K |
| INTERDESIGN, INC. INTERDESIGN, INC. PROFIT SHARING PLAN | SOLON, OH | Broker BROKER/DEALER | 264 | $22.5M | $0 |
| KELLY AUTOMOTIVE GROUP KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST | DANVERS, MA | Other INVESTMENT/FINANCIAL ADVI | 342 | $22.2M | $10K |
| NORTECH SYSTEMS INC. NORTECH SYSTEMS 401(K) PROFIT SHARING PLAN | MAPLE GROVE, MN | Advisor / Consultant ADVISOR | 419 | $21.6M | $34K |
| INFINIDAT, INC. INFINIDAT, INC. 401(K) PROFIT SHARING PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 135 | $21.6M | $0 |
| J.R. REINGOLD & ASSOCIATES, INC. REINGOLD, INC. 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 250 | $21.4M | $36K |
| UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN | CORAL GABLES, FL | Other SERVICE PROVIDER | 1,031 | $21.4M | $43K |
| AGRI-POWER, INC. AGRI-POWER, INC. 401(K) RETIREMENT SAVINGS PLAN | HOPKINSVILLE, KY | Other OTHER SERVICES | 565 | $21.2M | $0 |
| IMPACT OF MINNESOTA, INC. IMPACT OF MINNESOTA, INC. 401(K) PLAN | MINNEAPOLIS, MN | Other OTHER | 206 | $20.9M | -$3K |
| AUTO INVESTMENT, INC. AUTO INVESTMENT, INC. 401(K) PLAN | PELHAM, AL | Other SERVICE PROVIDER | 374 | $20.4M | $140K |
| SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY NON-UNION ASSOCIATES' PENSION PLAN | BRYAN, OH | Advisor / Consultant INVESTMENT ADVISORY | 38 | $20.2M | $0 |
| DELAWARE ELEVATOR, INC. DELAWARE ELEVATOR, INC. RETIREMENT PLAN | SALISBURY, MD | Other NONE | 387 | $20.1M | $67K |
| WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 128 | $19.9M | $25K |
| INTERDESIGN, INC. INTERDESIGN, INC. PROFIT SHARING PLAN | SOLON, OH | Broker BROKER/DEALER | 283 | $19.8M | $0 |
| TUNNELL COMPANIES, LP TUNNELL COMPANIES, L.P. 401(K) PROFIT SHARING PLAN | LONG NECK, DE | Advisor / Consultant ADVISOR | 221 | $19.7M | $16K |
| SHAHEEN AUTOMOTIVE GROUP, INC. SHAHEEN AUTOMOTIVE GROUP 401(K) PLAN | LANSING, MI | Recordkeeper RECORDKEEPER; ADVISORY | 450 | $19.5M | $32K |
| THE ALBERT M. HIGLEY CO., LLC THE ALBERT M. HIGLEY COMPANY EMPLOYEES RETIREMENT PLAN & TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 128 | $19.4M | $30K |
| THE BLOOD CONNECTION, INCORPORATED THE BLOOD CONNECTION 401(K) PLAN | PIEDMONT, SC | Other NONE | 672 | $19.3M | $0 |
| KELLY AUTOMOTIVE GROUP KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST | DANVERS, MA | Other INVESTMENT/FINANCIAL ADVI | 234 | $18.8M | $10K |
| CHF INDUSTRIES INC CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Other OTHER SERVICES | 129 | $18.8M | $0 |
| SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY NON-UNION ASSOCIATES' PENSION PLAN | BRYAN, OH | Advisor / Consultant INVESTMENT ADVISORY | 34 | $18.8M | $0 |
| APLIX, INC. APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Other OTHER SERVICES | 223 | $18.7M | $22K |
| WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 132 | $18.4M | $0 |
| WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 132 | $18.4M | $4K |
| THE GREAT LAKES BREWING CO. THE GREAT LAKES BREWING CO. 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 195 | $18.4M | $0 |
| THE ALBERT M. HIGLEY CO., LLC THE ALBERT M. HIGLEY COMPANY EMPLOYEES RETIREMENT PLAN & TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 129 | $18.3M | $32K |
| AGRI-POWER, INC. AGRI-POWER, INC. 401(K) RETIREMENT SAVINGS PLAN | HOPKINSVILLE, KY | Other OTHER SERVICES | 559 | $17.9M | $0 |
| BOT-OPERATING ENGINEERS LOCAL 800 & WYOMING CONTRACTORS' ASSOC. INC. OPERATING ENGINEERS #800 & WYOMING CONTRACTORS' ASSOCIATION, INC. PENSION TRUST FUND | CASPER, WY | Other NONE | — | $17.6M | $9K |
| CRAIG SCOTT, INC. SCOTT AUTO GROUP 401(K) PLAN | WEST CHESTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 239 | $17.4M | — |
| FRIENDSHIP PUBLIC CHARTER SCHL FRIENDSHIP PUBLIC CHARTER SCHOOL 403(B) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISOR | 958 | $17.4M | $41K |
| TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 287 | $17.3M | $61K |
| BRILLANT CORNERS BRILLIANT CORNERS RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 494 | $17.1M | $26K |
| J.R. REINGOLD & ASSOCIATES, INC. REINGOLD, INC. 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 278 | $16.9M | $22K |
| IMPACT OF MINNESOTA, INC. IMPACT OF MINNESOTA, INC. 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 201 | $16.5M | $34K |
| INFINIDAT, INC. 401(K) PROFIT SHARING PLAN INFINIDAT, INC. 401(K) PROFIT SHARING PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 140 | $16.2M | $0 |
| TUNNELL COMPANIES, LP TUNNELL COMPANIES, L.P. 401(K) PROFIT SHARING PLAN | LONG NECK, DE | Advisor / Consultant ADVISOR | 198 | $16.1M | $16K |
| THE BLOOD CONNECTION, INCORPORATED THE BLOOD CONNECTION 401(K) PLAN | PIEDMONT, SC | Other NONE | 579 | $15.9M | $0 |
| LEEDS WEST OPERATING GROUP, LLC LEEDS WEST GROUPS 401K RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other BROKE/DEALER | 501 | $15.9M | $0 |
| MCKENZIE MEMORIAL HOSPITAL MCKENZIE HEALTH SYSTEM 401(K) RETIREMENT PLAN | SANDUSKY, MI | Broker BROKER/ADVISER | 0 | $15.7M | $0 |
| YORK ENTERPRISE SOLUTIONS, INC YORK SOLUTIONS 401(K) PROFIT SHARING PLAN | WESTCHESTER, IL | Advisor / Consultant INVESTMENT ADVISOR | 260 | $15.6M | $33K |
| ARNOLD LUMBER CO. ARNOLD LUMBER COMPANY 401(K) EMPLOYEE SAVINGS PLAN | WEST KINGSTON, RI | Advisor / Consultant ADVISOR | 203 | $15.0M | $0 |
| BOT-OPERATING ENGINEERS LOCAL 800 & WYOMING CONTRACTORS' ASSOC. INC. OPERATING ENGINEERS #800 & WYOMING CONTRACTORS' ASSOCIATION, INC. PENSION TRUST FUND | CASPER, WY | Other NONE | — | $15.0M | $9K |
| SUPERLATIVE TECHNOLOGIES, INC. SUPERLATIVE TECHNOLOGIES, INC. 401(K) PLAN | ASHBURN, VA | Advisor / Consultant ADVISOR | 183 | $14.9M | $26K |
| LEEDS WEST OPERATING GROUP, LLC LEEDS WEST GROUPS 401K RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other BROKE/DEALER | 653 | $14.4M | $0 |
| VERTICAL COMMUNICATIONS, INC. VERTICAL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | ROSWELL, GA | Advisor / Consultant ADVISOR | 85 | $14.4M | $0 |
| VERTICAL COMMUNICATIONS, INC. VERTICAL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | ROSWELL, GA | Advisor / Consultant ADVISOR | 85 | $14.4M | $0 |
| NEWSTEAD FARMS, INC. NEWSTEAD/KREHER FARMS 401(K) PLAN | CLARENCE, NY | Broker BROKER/ADVISO R | 217 | $14.3M | — |
| HOMECARE PARTNERS MANAGEMENT LLC CONCIERGE HOME CARE 401(K) PLAN | JACKSONVILLE, FL | Other INVESTMENT/FINANCIAL ADVI | 993 | $14.2M | $6K |
| VCOM SOLUTIONS, INC. VCOM SOLUTIONS, INC. 401(K) PLAN | SAN RAMON, CA | Advisor / Consultant ADVISORY | 132 | $13.7M | — |
| CRAIG SCOTT, INC. SCOTT AUTO GROUP 401(K) PLAN | WEST CHESTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 189 | $13.7M | — |
| COMPUTER ENTERPRISES, INC. COMPUTER ENTERPRISES, INC. 401(K) PLAN | PITTSBURGH, PA | Advisor / Consultant ADVISOR | 476 | $13.6M | $21K |
| HOSPICE CARE OF SOUTHWEST MICHIGAN HOSPICE CARE OF SOUTHWEST MICHIGAN 403(B) RETIREMENT SAVINGS PLAN | KALAMAZOO, MI | Other SERVICE PROVIDER | 314 | $13.3M | $175 |
| SUPERLATIVE TECHNOLOGIES, INC. SUPERLATIVE TECHNOLOGIES, INC. 401(K) PLAN | ASHBURN, VA | Advisor / Consultant ADVISOR | 186 | $13.2M | $19K |
| SAARMAN CONSTRUCTION, LTD. SAARMAN CONSTRUCTION, LTD. 401(K) RETIREMENT PLAN | ALAMEDA, CA | Advisor / Consultant INVESTMENT ADVISORY - PL | 97 | $13.2M | $6K |
| BRILLANT CORNERS BRILLIANT CORNERS RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 470 | $13.1M | — |
| OHIO VALLEY ELECTRICAL SERVICES, INC. OHIO VALLEY ELECTRICAL SERVICES, INC. 401(K) RETIREMENT PLAN | BLUE ASH, OH | Advisor / Consultant INVESTMENT ADVISORS | 164 | $13.0M | $0 |
| MCKENZIE MEMORIAL HOSPITAL MCKENZIE HEALTH SYSTEM 401(K) RETIREMENT PLAN | SANDUSKY, MI | Broker BROKER/ADVISER | 288 | $12.8M | $0 |
| VERTICAL COMMUNICATIONS, INC. VERTICAL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | ROSWELL, GA | Advisor / Consultant ADVISOR | 92 | $12.7M | $0 |
| TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 240 | $12.6M | $49K |
| ARNOLD LUMBER COMPANY, INC. ARNOLD LUMBER COMPANY 401(K) EMPLOYEE SAVINGS PLAN | WEST KINGSTON, RI | Advisor / Consultant ADVISOR | 199 | $12.4M | $0 |
| BOT-OPERATING ENGINEERS LOCAL 800 & WYOMING CONTRACTORS' ASSOC. INC. OPERATING ENGINEERS #800 & WYOMING CONTRACTORS' ASSOCIATION, INC. PENSION TRUST FUND | CASPER, WY | Other NONE | — | $12.4M | $12K |
| YORK ENTERPRISE SOLUTIONS, INC YORK SOLUTIONS 401(K) PROFIT SHARING PLAN | WESTCHESTER, IL | Advisor / Consultant INVESTMENT ADVISOR | 325 | $12.3M | $21K |
| NEWSTEAD FARMS, INC. NEWSTEAD/KREHER FARMS 401(K) PLAN | CLARENCE, NY | Broker BROKER/ADVISO R | 217 | $12.1M | — |
| MIGRANT HEALTH CENTER WESTERN REGION INC MIGRANT HEALTH CENTER WESTERN REGION INC. 1081.01 RETIREMENT PLAN AND TRUST | MAYAGUEZ, PR | Advisor / Consultant BROKER ADVISOR | 554 | $12.0M | $0 |
| MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE ABRAMSON CENTER FOR JEWISH LIFE 403(B) TAX DEFERRED ANNUITY PLAN | BLUE BELL, PA | Other SERVICE PROVIDER | 18 | $11.8M | $50K |
| TRI-COUNTY COMMUNITY ACTION AGENCY, INC. TRI-COUNTY 403(B) | BRIDGETON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 703 | $11.7M | $0 |
| GELIA WELLS & MOHR, INC. GELIA WELLS & MOHR, INC. 401(K) PLAN | WILLIAMSVILLE, NY | Broker BROKER | 76 | $11.5M | $0 |
| BRETHREN HILLCREST HOMES BRETHREN HILLCREST HOMES 403(B) PLAN | LAVERNE, CA | Other NONE | 271 | $11.3M | $75 |
| VCOM SOLUTIONS, INC. VCOM SOLUTIONS, INC. 401(K) PLAN | SAN RAMON, CA | Advisor / Consultant ADVISORY | 131 | $11.3M | — |
| ZOOLOGICAL SOCIETY OF CINCINNATI AFSCME LOCAL 282 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 114 | $11.2M | $21K |
| ELECTRA LINK, INC. ELECTRA LINK, INC. 401(K) PLAN | SPRING, TX | Broker BROKER/ADVISER | 244 | $11.2M | $0 |
| ARNOLD LUMBER COMPANY, INC. ARNOLD LUMBER COMPANY 401(K) EMPLOYEE SAVINGS PLAN | WEST KINGSTON, RI | Advisor / Consultant ADVISOR | 214 | $11.2M | $0 |
| BLOOMBERG INDUSTRY GROUP, INC. THE BLOOMBERG BNA HEALTH AND WELFARE PLAN | ARLINGTON, VA | Other | 145 | $11.1M | $415K |
| GELIA WELLS & MOHR, INC. GELIA WELLS & MOHR, INC. 401(K) PLAN | WILLIAMSVILLE, NY | Broker BROKER | 73 | $10.6M | $0 |
| MEDBRIDGE HEALTHCARE LLC MEDBRIDGE HEALTHCARE 401(K) RETIREMENT PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 309 | $10.5M | $0 |
| VAN BOERUM & FRANK ASSOCIATES, INC. VAN BOERUM & FRANK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MURRAY, UT | Insurance INSURANCE CONTRACTS | 135 | $10.3M | $0 |
| PHILLIPS FOODS, INC. PHILLIPS FOODS, INC. 401K PROFIT SHARING PLAN | BALTIMORE, MD | Advisor / Consultant BROKER/ADVISOR | 129 | $10.1M | $0 |
| MIGRANT HEALTH CENTER WESTERN REGION INC MIGRANT HEALTH CENTER WESTERN REGION INC. 1081.01 RETIREMENT PLAN AND TRUST | MAYAGUEZ, PR | Advisor / Consultant BROKER ADVISOR | 556 | $10.0M | $0 |
| HINKLEY LIGHTING, INC. HINKLEY LIGHTING, INC. 401(K) RETIREMENT PLAN | AVON LAKE, OH | Other OTHER SERVICES | 141 | $9.9M | $0 |
| BRILLANT CORNERS BRILLIANT CORNERS RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 474 | $9.9M | — |
| PHILLIPS FOODS, INC. PHILLIPS FOODS, INC. 401K PROFIT SHARING PLAN | BALTIMORE, MD | Advisor / Consultant BROKER/ADVISOR | 99 | $9.9M | $0 |
| GELIA WELLS & MOHR, INC. GELIA WELLS & MOHR, INC. 401(K) PLAN | WILLIAMSVILLE, NY | Broker BROKER | 78 | $9.8M | $0 |
| HOMECARE PARTNERS MANAGEMENT LLC CONCIERGE HOME CARE 401(K) PLAN | JACKSONVILLE, FL | Other INVESTMENT/FINANCIAL ADVI | 1,009 | $9.8M | $20K |
| TRI-COUNTY COMMUNITY ACTION AGENCY, INC. TRI-COUNTY 403(B) | BRIDGETON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 650 | $9.7M | $0 |
| BRETHREN HILLCREST HOMES BRETHREN HILLCREST HOMES 403(B) PLAN | LAVERNE, CA | Other NONE | 197 | $9.7M | $75 |
| CHILD DEVELOPMENT COUNCIL OF FRANKLIN COUNTY, INC CHILD DEVELOPMENT COUNCIL OF FRANKLIN COUNTY, INC. IRC 403(B) TAX DEFERRED RETIREMENT PLAN | COLUMBUS, OH | Recordkeeper RECORDKEEPER | 403 | $9.6M | $650 |
| ELECTRA LINK, INC. ELECTRA LINK, INC. 401(K) PLAN | SPRING, TX | Broker BROKER/ADVISER | 234 | $9.5M | $0 |
| DEWOLFF, BOBERG & ASSOCIATES DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS PLAN | DALLAS, TX | Broker BROKER | 74 | $9.1M | $0 |
| VCOM SOLUTIONS, INC. VCOM SOLUTIONS, INC. 401(K) PLAN | SAN RAMON, CA | Advisor / Consultant ADVISORS | 119 | $9.0M | — |
| ZOOLOGICAL SOCIETY OF CINCINNATI AFSCME LOCAL 282 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 106 | $9.0M | $15K |
| BENTON & BROWN, L.L.C. BENTON & BROWN, L.L.C. 401K PLAN | MINDEN, LA | Advisor / Consultant INVEST. ADVISOR | 114 | $8.8M | $10K |
| CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 2,126 | $8.7M | $27K |
| VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN, PA | Recordkeeper RECORDKEEPER | 96 | $8.6M | $0 |
| VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN, PA | Recordkeeper RECORDKEEPER | 96 | $8.6M | $0 |
| VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN, PA | Recordkeeper RECORDKEEPER | 96 | $8.6M | $0 |
| VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN, PA | Recordkeeper RECORDKEEPER | 96 | $8.6M | $0 |
| BRETHREN HILLCREST HOMES BRETHREN HILLCREST HOMES 403(B) PLAN | LAVERNE, CA | Other NONE | 241 | $8.6M | $175 |
| THE CHILCOTE COMPANY THE CHILCOTE COMPANY 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Other OTHER SERVICES | 116 | $8.5M | $0 |
| HIMES HOLDINGS, INC. HIMES HOLDINGS, INC. 401(K) PLAN AND TRUST | ELKHART, IN | Other NONE | 89 | $8.5M | $26K |
| SPORTS MEDICINE & ORTHOPAEDIC CENTER, INC. SMOC 401(K) PROFIT SHARING PLAN | CHESAPEAKE, VA | Advisor / Consultant ADVISOR | 74 | $8.4M | $0 |
| WINSUPPLY C COLUMBUS OH CO. WINSUPPLY C COLUMBUS OH CO. DBA CARR SUPPLY - COLUMBUS 401K PROFIT SHARING PLAN | MORAINE, OH | Advisor / Consultant ADVISOR | 216 | $8.1M | $30K |
| M&E CONTRACTORS, INC. M&E CONTRACTORS, INC. 401(K) PLAN | RICHMOND, VA | Other OTHER SERVICES | 136 | $8.1M | $0 |
| TRI-COUNTY COMMUNITY ACTION AGENCY, INC. TRI-COUNTY 403(B) | BRIDGETON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 643 | $8.1M | $0 |
| UNIVERSIDAD CARLOS ALBIZU UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA | SAN JUAN, PR | Advisor / Consultant BROKER/ADVISOR | 427 | $8.1M | $0 |
| WEDGWOOD CHRISTIAN SERVICES EMPLOYEE SAV WEDGWOOD CHRISTIAN SERVICES EMPLOYEE SAVINGS PLAN | GRAND RAPIDS, MI | Recordkeeper RECORDKEEPER | 366 | $8.1M | $25K |
| MAGNET-SCHULTZ OF AMERICA, INC. MAGNET-SCHULTZ OF AMERICA, INC. 401(K) PLAN | WESTMONT, IL | Broker BROKER/ADVISER | 119 | $7.8M | $0 |
| VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN, PA | Advisor / Consultant ADVISOR | 82 | $7.7M | $0 |
| ADORAMA INC. ADORAMA 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 486 | $7.6M | $0 |
| ALFRED STEIN, INC. DBA KEYSTONE MOTORS KEYSTONE MOTORS 401(K) PLAN | DOYLESTOWN, PA | Other SERVICE PROVIDER | 98 | $7.6M | $2K |
| VIVANT HEALTH LLC VIVANT HEALTH 401K PROFIT SHARING PLAN | SACRAMENTO, CA | Other NONE | 139 | $7.5M | $35K |
| NURSING PLACEMENT INC. NURSING PLACEMENT INC. SALARY SAVINGS RETIREMENT P | PAWTUCKET, RI | Advisor / Consultant INVESTMENT ADVISORY | 352 | $7.5M | — |
| MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN | BLUE BELL, PA | Other SERVICE PROVIDER | 17 | $7.4M | $46K |
| MARTINS, INC. MARTINS, INC. 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 137 | $7.3M | $0 |
| CARR SUPPLY CO. CARR SUPPLY 401(K) PROFIT SHARING PLAN | DAYTON, OH | Advisor / Consultant ADVISOR | 222 | $7.3M | $23K |
| GLOBAL INFORMATION SYSTEMS, LLC GLOBAL INFORMATION SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | LEXINGTON, KY | Broker BROKER | 95 | $7.3M | $0 |
| VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN, PA | Advisor / Consultant ADVISOR | 94 | $7.1M | $0 |
| APPLE FORD, INC. APPLE FORD, INC. 401(K) PLAN | COLUMBIA, MD | Other NONE | 165 | $7.0M | $0 |
| APPLE FORD, INC. APPLE FORD, INC. 401(K) PLAN | COLUMBIA, MD | Other NONE | 165 | $7.0M | $0 |
| VALUE LEASING CORP. VALUE LEASING CORP. 401(K) PROFIT SHARING PLAN | HUNTINGTON, NY | Advisor / Consultant ADVISOR | 139 | $7.0M | $0 |
| M&E CONTRACTORS, INC. M&E CONTRACTORS, INC. 401(K) PLAN | RICHMOND, VA | Other OTHER SERVICES | 144 | $7.0M | $0 |
| MAGNET-SCHULTZ OF AMERICA, INC. MAGNET-SCHULTZ OF AMERICA, INC. 401(K) PLAN | WESTMONT, IL | Broker BROKER/ADVISER | 122 | $6.9M | $0 |
| CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 1,926 | $6.8M | $23K |
| CRYSTAL DISTRIBUTION, INC. CRYSTAL DISTRIBUTION, INC. 401(K) SAVINGS PLAN | ELK RIVER, MN | Advisor / Consultant RIA | 114 | $6.8M | $22K |
| DIAMOND CHEMICAL,CO.,INC. DIAMOND CHEMICAL,CO.,INC. 401(K) PLAN | EAST RUTHERFORD, NJ | Other SHAREHOLDER SERV | 108 | $6.7M | $0 |
| A G WORLD TRANSPORT, INC. DBA AIR AND GROUND WORLD TRANSPORT 401(K) PLAN | SOUTH SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 104 | $6.7M | $13K |
| UNIVERSIDAD CARLOS ALBIZU UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLAN | SAN JUAN, PR | Advisor / Consultant BROKER/ ADVISOR | 440 | $6.7M | $0 |
| CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN | PATILLAS, PR | Advisor / Consultant BROKER ADVISOR | 234 | $6.6M | $0 |
| PRAIRIESTAR HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR PRAIRIESTAR HEALTH CENTER, INC. | HUTCHINSON, KS | Other SERVICE PROVIDER | 148 | $6.5M | $965 |
| T.B. PENICK & SONS, INC. T.B. PENICK & SONS, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant FINANCIAL ADVISOR | 115 | $6.4M | $20K |
| MARTINS, INC. MARTINS, INC. 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 387 | $6.4M | $0 |
| NURSING PLACEMENT INC. NURSING PLACEMENT INC. SALARY SAVINGS RETIREMENT P | PAWTUCKET, RI | Advisor / Consultant INVESTMENT ADVISORY | 283 | $6.3M | — |
| BRACALENTE'S MANUFACTURING CO., INC. BRACALENTE'S MANUFACTURING CO., INC. 401(K) PLAN | TRUMBAUERSVILLE, PA | Advisor / Consultant INVESTMENT ADVISORY | 111 | $6.2M | $0 |
| CENTRAL NEBRASKA COMMUNITY ACTION PARTNE CENTRAL NEBRASKA COMMUNITY ACTION PARTNERSHIP INC 403(B) RETIREMENT PLAN | LOUP CITY, NE | Other SERVICE PROVIDER | 140 | $6.2M | $59K |
| NAF NAF 403(B) PLAN | ANNAPOLIS JUNCTION, MD | Other NONE | 79 | $6.1M | $3K |
| GLOBAL INFORMATION SYSTEMS, LLC GLOBAL INFORMATION SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | LEXINGTON, KY | Broker BROKER | 117 | $6.1M | $0 |
| WHOLISTIC MANAGEMENT INC WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | MOUNT RAINIER, MD | Advisor / Consultant ADVISOR | 242 | $5.8M | $18K |
| PATHWAY HOMES, INC PATHWAY HOMES, INC 403(B) PLAN | FAIRFAX, VA | Other NONE | 94 | $5.8M | $21K |
| ADORAMA INC. ADORAMA 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 623 | $5.7M | $0 |
| ADORAMA INC. ADORAMA 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 623 | $5.7M | $0 |
| CENTRAL NEBRASKA COMMUNITY ACTION PARTNE CENTRAL NEBRASKA COMMUNITY ACTION PARTNERSHIP INC 403(B) RETIREMENT PLAN | LOUP CITY, NE | Other SERVICE PROVIDER | 126 | $5.6M | $51K |
| PENN TANK LINES, INC PENN TANK LINES, INC 401(K) SAVINGS PLAN | CHESTER SPRINGS, PA | Advisor / Consultant ADVISOR | 223 | $5.5M | — |
| PENN TANK LINES, INC PENN TANK LINES, INC 401(K) SAVINGS PLAN | CHESTER SPRINGS, PA | Advisor / Consultant ADVISOR | 223 | $5.5M | — |
| PENN TANK LINES, INC PENN TANK LINES, INC 401(K) SAVINGS PLAN | CHESTER SPRINGS, PA | Advisor / Consultant ADVISOR | 223 | $5.5M | — |
| TSG FINISHING, LLC TSG FINISHING, LLC 401(K) PLAN | DEVON, PA | Advisor / Consultant INVESTMENT ADVISOR | 91 | $5.4M | — |
| GAULT CHEVROLET COMPANY, INC. GAULT CHEVROLET COMPANY, INC. SAVINGS PLAN | ENDICOTT, NY | Broker BROKER/ADVISER | 67 | $5.4M | $0 |
| VIVANT HEALTH LLC VIVANT HEALTH 401K PROFIT SHARING PLAN | SACRAMENTO, CA | Other NONE | 132 | $5.3M | $27K |
| FINWISE BANK FINWISE BANK 401(K) PLAN | MURRAY, UT | Advisor / Consultant INVESTMENT ADVISORY | 139 | $5.2M | $0 |
| MERCY MEDICAL TRANSPORTATION, INC. MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN | VALLEY CENTER, CA | Other | 116 | $5.1M | $0 |
| PRAIRIESTAR HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR PRAIRIESTAR HEALTH CENTER, INC. | HUTCHINSON, KS | Other SERVICE PROVIDER | 128 | $5.1M | $755 |
| NURSING PLACEMENT INC. NURSING PLACEMENT INC. SALARY SAVINGS RETIREMENT P | PAWTUCKET, RI | Advisor / Consultant INVESTMENT ADVISORY | 264 | $5.1M | — |
| WHOLISTIC MANAGEMENT INC WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | MOUNT RAINIER, MD | Advisor / Consultant ADVISOR | 241 | $5.1M | $21K |
| CENTRAL NEBRASKA COMMUNITY ACTION PARTNERSHIP 403(B) CENTRAL NEBRASKA COMMUNITY ACTION PARTNERSHIP INC 403(B) RETIREMENT PLAN | LOUP CITY, NE | Other SERVICE PROVIDER | 145 | $5.0M | $51K |
| BRG MANAGEMENT, INC. ASPEN HEIGHTS 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 31 | $5.0M | $11K |
| BRG MANAGEMENT, INC. ASPEN HEIGHTS 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 31 | $5.0M | $11K |
| DONELSON CHRISTIAN ACADEMY DONELSON CHRISTIAN ACADEMY 403(B) PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 172 | $4.9M | $22K |
| GARDNER GLASS PRODUCTS, INC. GARDNER GLASS PRODUCTS, INC. RETIREMENT SAVINGS PLAN | N.WILKESBORO, NC | Broker BROKER/ADVISER | 210 | $4.9M | $0 |
| TSG FINISHING, LLC TSG FINISHING, LLC 401(K) PLAN | DEVON, PA | Advisor / Consultant INVESTMENT ADVISOR | 102 | $4.8M | — |
| APPLE FORD, INC. APPLE FORD, INC. 401(K) PLAN | COLUMBIA, MD | Broker BROKER DEALER | 173 | $4.8M | $0 |
| CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN | PATILLAS, PR | Advisor / Consultant BROKER ADVISOR | 238 | $4.7M | $0 |
| PHARMA PACKAGING SOLUTIONS LLC TJOAPACK US 401(K) | CLINTON, TN | Other SERVICE PROVIDER | 126 | $4.7M | $15K |
| GARDNER GLASS PRODUCTS, INC. GARDNER GLASS PRODUCTS, INC. RETIREMENT SAVINGS PLAN | N. WILKESBORO, NC | Broker BROKER/ADVISER | 87 | $4.7M | $0 |
| JOB HAINES HOME JOB HAINES HOME RETIREMENT PLAN | BLOOMFIELD, NJ | Advisor / Consultant ADVISOR | 189 | $4.7M | $8K |
| ZENTECH MANUFACTURING, INC. ZENTECH MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST | BALTIMORE, MD | Advisor / Consultant ADVISOR | 227 | $4.5M | $0 |
| TSG FINISHING, LLC TSG FINISHING, LLC 401(K) PLAN | DEVON, PA | Advisor / Consultant INVESTMENT ADVISOR | 115 | $4.5M | — |
| BRG MANAGEMENT, INC. ASPEN HEIGHTS 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 47 | $4.5M | $13K |
| ATLAS VINEYARD MANAGEMENT, LLC ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NAPA, CA | Advisor / Consultant INVESTMENT ADVISOR | 61 | $4.4M | $1K |
| WHOLISTIC MANAGEMENT INC WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | MOUNT RAINIER, MD | Advisor / Consultant ADVISOR | 236 | $4.4M | $15K |
| WHOLISTIC MANAGEMENT INC WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | MOUNT RAINIER, MD | Advisor / Consultant ADVISOR | 236 | $4.4M | $6K |
| PENN TANK LINES, INC PENN TANK LINES, INC 401(K) SAVINGS PLAN | CHESTER SPRINGS, PA | Advisor / Consultant ADVISOR | 235 | $4.4M | — |
| METROPOLITAN BATH AND TILE, INC. METROPOLITAN BATH AND TILE, INC. 401(K) PROFIT SHARING PLAN | UPPER MARLBORO, MD | Other SHAREHOLDER SVC PROVIDER | 108 | $4.2M | $0 |
| VALTRONIC TECHNOLOGIES (USA) INC. VALTRONIC TECHNOLOGIES (USA) INC. RETIREMENT SAVINGS PLAN | SOLON, OH | Advisor / Consultant INVESTMENT ADVISORY | 108 | $4.2M | $0 |
| BORMAN MOTOR COMPANY LLC BORMAN MOTOR COMPANY LLC SALARY DEFERRED 401(K) PLAN | LAS CRUCES, NM | Advisor / Consultant ADVISOR | 100 | $4.2M | $0 |
| VALTRONIC TECHNOLOGIES (USA) INC. VALTRONIC TECHNOLOGIES (USA) INC. RETIREMENT SAVINGS PLAN | SOLON, OH | Advisor / Consultant INVESTMENT ADVISORY | 105 | $4.2M | $0 |
| M.A. INDUSTRIES, INC. M.A. INDUSTRIES, INC. 401(K) PLAN | PEACHTREE CITY, GA | Other NONE | 114 | $4.2M | $12K |
| NAF NAF 403(B) PLAN | WASHINGTON, DC | Other NONE | 88 | $4.1M | $6K |
| ALL AMERICAN POLY ALL AMERICAN POLY 401(K) PLAN | PISCATAWAY, NJ | Advisor / Consultant ADVISOR | 142 | $4.0M | $0 |
| PRAIRIESTAR HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR PRAIRIESTAR HEALTH CENTER, INC. | HUTCHINSON, KS | Other SERVICE PROVIDER | 134 | $4.0M | $690 |
| THE ARC OF SOUTHERN MARYLAND, INC. THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN | PRINCE FREDERICK, MD | Other OTHER SERVICES | 390 | $3.9M | $0 |
| DDA SERVICES, INC. DDA SERVICES, INC. 401(K) PLAN | LONDONDERRY, NH | Advisor / Consultant ADVISOR | 231 | $3.9M | $0 |
| DDA SERVICES, INC. DDA SERVICES, INC. 401(K) PLAN | LONDONDERRY, NH | Advisor / Consultant ADVISOR | 245 | $3.8M | $0 |
| ALABAMA CANCER CARE HOLDINGS, LLC ALABAMA CANCER CARE HOLDINGS, LLC 401(K) PLAN | NORTHPORT, AL | Advisor / Consultant INVESTMENT ADVISOR | 171 | $3.7M | $13K |
| PARAS HARSHAWAT, MD HARSHA BEHAVIORAL CENTER 401(K) PLAN | TERRE HAUTE, IN | Other INVESTMENT PROVIDER | 223 | $3.6M | $15K |
| LA RED HEALTH CENTER, INC. LA RED HEALTH CENTER, INC. 403B PLAN | GEORGETOWN, DE | Other NONE | 169 | $3.5M | $6K |
| VALTRONIC TECHNOLOGIES (USA) INC. VALTRONIC TECHNOLOGIES (USA) INC. RETIREMENT SAVINGS PLAN | SOLON, OH | Advisor / Consultant INVESTMENT ADVISORY | 104 | $3.4M | $0 |
| BRG MANAGEMENT, INC. ASPEN HEIGHTS 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 20 | $3.3M | $9K |
| PUERTO RICO WIRE PRODUCTS, INC. PUERTO RICO WIRE PRODUCTS, INC. 1165(E) PLAN | SAN JUAN, PR | Broker BROKER/ADVISER | 275 | $3.3M | $0 |
| CASA, INC. CASA, INC. 401(K) PLAN | HYATTSVILLE, MD | Other INVESTMENT/FINANCIAL ADVI | 223 | $2.9M | $11K |
| PARAS HARSHAWAT, MD HARSHA BEHAVIORAL CENTER 401(K) PLAN | TERRE HAUTE, IN | Other INVESTMENT PROVIDER | 332 | $2.9M | $17K |
| SOUTHEAST COMMUNITY HEALTH SYSTEMS SOUTHEAST COMMUNITY HEALTH SYSTEMS 403(B) PLAN | ZACHARY, LA | Other OTHER SERVICES | 106 | $2.9M | $0 |
| COROPLAST TAPE CORPORATION COROPLAST TAPE CORPORATION 401(K) PROFIT SHARING PLAN | ROCK HILL, SC | Other OTHER SERVICES | 146 | $2.9M | $0 |
| ATAP, INC. ATAP, INC. RETIREMENT PLAN | EASTABOGA, AL | Other SERVICE PROVIDER | 81 | $2.9M | $23K |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS, CA | Advisor / Consultant ADVISOR | 331 | $2.8M | $0 |
| LA RED HEALTH CENTER, INC. LA RED HEALTH CENTER, INC. 403B PLAN | GEORGETOWN, DE | Other NONE | 149 | $2.7M | $6K |
| HPM FOUNDATION, INC. DBA HEALTHPROMED HPM FOUNDATION, INC. DBA HEALTHPROMED RETIREMENT PLAN | SAN JUAN, PR | Broker BROKER/ADVISER | 325 | $2.7M | $0 |
| ACTION SUPPLY, INC. ACTION SUPPLY, INC. 401(K) SAVINGS PLAN | SEAVILLE, NJ | Recordkeeper RECORDKEEPER | 118 | $2.4M | $19K |
| CORP DE SERV MEDICO PRIMARIO Y PREV DE HATILLO SAV & RET PLAN CORP DE SERVICIOS MEDICO PRIMARIO Y PREVENCION DE HATILLO SAV & RET PLAN | HATILLO, PR | Broker BROKER/ ADVISER | 209 | $2.4M | $0 |
| HATO REY PATHOLOGY ASSOCIATES, INC. HATO REY PATHOLOGY ASSOCIATES, INC. 1165(E) SAVINGS PLAN | SAN JUAN, PR | Broker BROKER/ADVISER | 104 | $2.3M | $0 |
| THE REUTLINGER COMMUNITY THE REUTLINGER COMMUNITY 403(B) PLAN | DANVILLE, CA | Advisor / Consultant INVESTMENT ADVISORY | 160 | $2.3M | $0 |
| BORMAN MOTOR COMPANY LLC BORMAN MOTOR COMPANY LLC SALARY DEFERRED 401(K) PLAN | LAS CRUCES, NM | Advisor / Consultant ADVISOR | 129 | $2.2M | $0 |
| THE HARTWOOD FOUNDATION, INC. HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISOR | 170 | $2.1M | $7K |
| LA RED HEALTH CENTER INC LA RED HEALTH CENTER INC 403(B) PLAN | GEORGETOWN, DE | Other NONE | 165 | $2.1M | $6K |
| GARTEN WELLBEING, PBC GARTEN WELLBEING, PBC 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISORY | 39 | $2.1M | $11K |
| CARIBBEAN PRODUCE EXCHANGE, LLC CARIBBEAN PRODUCE EXCHANGE PROFIT SHARING PLAN | SAN JUAN, PR | Advisor / Consultant ADVISOR | 165 | $2.0M | $0 |
| MCWANE SCIENCE CENTER MCWANE SCIENCE CENTER RETIREMENT SAVINGS PLAN | BIRMINGHAM, AL | Other SERVICE PROVIDER | 87 | $2.0M | $425 |
| ALLIANCE HOSPITALITY MANAGEMENT LLC ALLIANCE HOSPITALITY EMPLOYEE SAVINGS PLAN | RALEIGH, NC | Other OTHER SERVICES | 75 | $1.9M | $0 |
| HATO REY PATHOLOGY ASSOC., INC. HATO REY PATHOLOGY ASSOC. INC.1165(E) SAVINGS PLAN | HATO REY, PR | Broker BROKER/ADVISER | 103 | $1.8M | $0 |
| PUERTO RICO WIRE PRODUCTS, INC. PUERTO RICO WIRE PRODUCTS, INC. 1165(E) PLAN | SAN JUAN, PR | Broker BROKER/ADVISER | 258 | $1.8M | $0 |
| CORP DE SERV MEDICO PRIMARIO Y PREV DE HATILLO SAV & RET PLAN CORP DE SERVICIOS MEDICO PRIMARIO Y PREVENCION DE HATILLO SAV & RET PLAN | HATILLO, PR | Broker BROKER/ ADVISER | 217 | $1.8M | $0 |
| GARTEN WELLBEING, PBC GARTEN WELLBEING, PBC 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISORY | 70 | $1.7M | $11K |
| PATHWAYS TO HOUSING DC PATHWAYS TO HOUSING DC 403(B) GROUP RETIREMENT PLAN | WASHINGTON, DC | Other NONE | 144 | $1.7M | $8K |
| CARIBBEAN PRODUCE EXCHANGE, LLC CARIBBEAN PRODUCE EXCHANGE PROFIT SHARING PLAN | SAN JUAN, PR | Advisor / Consultant ADVISOR | 132 | $1.7M | $0 |
| AFFILIATED CONSUMER SERVICES, INC. AFFILIATED CONSUMER SERVICES, INC. 401(K) PROFIT SHARING PLAN | MADISON, WI | Advisor / Consultant ADVISOR | 173 | $1.6M | $0 |
| ODESSA ENTERPRISES INC. OEI 401(K) PLAN | EL PASO, TX | Other OTHER SERVICES | 225 | $1.5M | $0 |
| METRO CRISIS SERVICES RMCP 401(K) | DENVER, CO | Other SERVICE PROVIDER | 264 | $1.5M | $1K |
| MAPLESOX CORP TECHNICAL-LINK N. AMERICA 401(K) SAVINGS PLAN | LAKE WORTH, FL | Other | 98 | $1.5M | $5K |
| GUS PERDIKAKIS ASSOCIATES INC GPA INC 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant FINANCIAL ADVISOR | 212 | $1.5M | $0 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS, CA | Advisor / Consultant ADVISOR | 461 | $1.4M | $0 |
| WRIGHT CELEBRATIONS, INC. WRIGHT CELEBRATIONS, INC. 401K PLAN | ROSEVILLE, CA | Advisor / Consultant INVESTMENT ADVISOR | 65 | $1.4M | $4K |
| MIAMI SHORES AUTOMOTIVE LLC MIAMI SHORES AUTOMOTIVE LLC 401(K) PLAN | MIAMI SHORES, FL | Other NONE | 102 | $1.3M | $10K |
| ODESSA ENTERPRISES INC. OEI 401(K) PLAN | EL PASO, TX | Other OTHER SERVICES | 237 | $1.2M | $0 |
| PAULA TEACHER & ASSOCIATES, INC. PAULA TEACHER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | VERONA, PA | Advisor / Consultant ADVISORY FEE | 72 | $1.2M | $7K |
| CHESTERWYE CENTER, INC. EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. | GRASONVILLE, MD | Advisor / Consultant ADVISOR | 78 | $1.1M | $0 |
| ACTION TOWING AND ROAD SERVICING, INC. ACTION TOWING AND ROAD SERVICING, INC. 401K PLAN | REDWOOD CITY, CA | Broker BROKER/ADVISO R | 150 | $1.1M | $0 |
| PAULA TEACHER & ASSOCIATES, INC. PAULA TEACHER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | VERONA, PA | Advisor / Consultant ADVISORY FEE | 105 | $764K | $5K |
| TN NETWORK INC. TN NETWORK INC. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 8 | $706K | $0 |
| METRO CRISIS SERVICES RMCP 401(K) | DENVER, CO | Other SERVICE PROVIDER | 110 | $645K | $6K |
| COMMUNITY LIVING OF RI INC COMMUNITY LIVING OF RHODE ISLAND 401(K) PLAN | EAST GREENWICH, RI | Advisor / Consultant ADVISOR | 105 | $356K | $0 |
| MASSAGE JMSRX INC MASSAGE ENVY JMSRX INC 401(K) PLAN | PENSACOLA, FL | Other SERVICE PROVIDER | 744 | $183K | $3K |
| COMMUNITY LIVING OF RI INC COMMUNITY LIVING OF RHODE ISLAND 401(K) PLAN | EAST GREENWICH, RI | Advisor / Consultant ADVISOR | 109 | $149K | $0 |
| JEWISH HOME LIFECARE, MANHATTAN THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN | NEW YORK, NY | Other NONE | 0 | $111K | $119K |
| HOLISTIC CARE HOME HEALTH AGENCY, INC. HOLISTIC CARE HOME HEALTH AGENCY, INC. 401(K) PLAN | EL PASO, TX | Other SERVICE PROVIDER | 209 | $96K | $17 |
| HOLISTIC CARE HOME HEALTH AGENCY, INC. HOLISTIC CARE HOME HEALTH AGENCY, INC. 401(K) PLAN | EL PASO, TX | Other SERVICE PROVIDER | 200 | $94K | $42 |
| E & I ENGINEERING USA CORPORATION E & I ENGINEERING RETIREMENT PLAN | ANDERSON, SC | Other OTHER SERVICES | 494 | $93K | $0 |
| BENSON WOODWORKING CO., INC. BENSON WOODWORKING CO., INC. 401(K) PROFIT SHARING PLAN | WALPOLE, NH | Broker BROKER/ADVISER | 0 | $0 | $0 |
| ZECK MOTOR COMPANY ZECK MOTOR COMPANY 401(K) PLAN | LEAVENWORTH, KS | Other SERVICE PROVIDER | 0 | $0 | $10K |
| AGILE UPPER HOLDCO, LLC AGILE OCCUPATIONAL MEDICINE 401(K) PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $1K |
| OPTIMUS INDUSTRIES, LLC OPTIMUS INDUSTRIES COLLECTIVE BARGAINING UNIT PLAN | TULSA, OK | Other SERVICE PROVIDER | 0 | $0 | $25K |
| MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE ABRAMSON CENTER FOR JEWISH LIFE 403(B) TAX DEFERRED ANNUITY PLAN | JENKINTOWN, PA | Other SERVICE PROVIDER | 0 | $0 | $30K |
| THE CHILCOTE COMPANY THE CHILCOTE COMPANY 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Other OTHER SERVICES | 0 | $0 | $0 |
| COROPLAST TAPE CORPORATION COROPLAST TAPE CORPORATION 401(K) PROFIT SHARING PLAN | ROCK HILL, SC | Other OTHER SERVICES | 0 | $0 | $0 |
| HOLISTIC CARE HOME HEALTH AGENCY, INC. HOLISTIC CARE HOME HEALTH AGENCY, INC. 401(K) PLAN | EL PASO, TX | Other SERVICE PROVIDER | 0 | $0 | $226 |
| STRUCTURE WORKS, INC. STRUCTURE WORKS, INC. 401(K) PROFIT SHARING PLAN | DOVER PLAINS, NY | Advisor / Consultant ADVISOR | 0 | $0 | $14K |
| MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN | BLUE BELL, PA | Other SERVICE PROVIDER | 0 | $0 | $18K |
| CAGUAS HR - RESOURCES, CORP. CAGUAS HR - RESOURCES, CORP. RETIREMENT AND SAVINGS PLAN | CAGUAS, PR | Broker BROKER ADVISER | 18 | — | $0 |
| VOITH US, INC. VOITH US, INC. EMPLOYEE BENEFIT PLAN | YORK, PA | Other STD ASO FEES | 1,823 | — | $94K |
| JLM AND CO LLP JOSE LUIS MENDOZA RETIREMENT PLAN | SAN JUAN, PR | Broker BROKER/ADVISER | 15 | — | $0 |
| PAULA TEACHER & ASSOCIATES, INC. PAULA TEACHER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | VERONA, PA | Advisor / Consultant ADVISORY FEE | 73 | — | $16K |
| CARIBE FEDERAL CREDIT UNION CARIBE FEDERAL CREDIT UNION EMPLOYEES PENSION PLAN | HATO REY, PR | Broker BROKER | 111 | — | $0 |
| LEDESMA & VARGAS LLC LEDESMA & VARGAS LLC 1081.01 RETIREMENT PLAN AND TRUST | SAN JUAN, PR | Advisor / Consultant BROKER ADVISOR | 13 | — | $0 |
| GAULT CHEVROLET COMPANY, INC. GAULT CHEVROLET COMPANY, INC. SAVINGS PLAN | ENDICOTT, NY | Broker BROKER/ADVISER | 61 | — | $0 |
| PROFESSIONAL ANESTHESIA PROVIDERS PSC RETIREMENT PLAN PROFESSIONAL ANESTHESIA PROVIDERS PSC RETIREMENT PLAN | MAYAGUEZ, PR | Advisor / Consultant BROKER/ADVISOR | 14 | — | $0 |
| LEDESMA & VARGAS LLC LEDESMA & VARGAS LLC 1081.01 RETIREMENT PLAN AND TRUST | SAN JUAN, PR | Advisor / Consultant BROKER ADVISOR | 13 | — | $0 |
| CARIBE FEDERAL CREDIT UNION CARIBE FEDERAL CREDIT UNION EMPLOYEES PENSION PLAN | HATO REY, PR | Advisor / Consultant BROKER/ ADVISOR | 125 | — | $0 |
| MEDICAL DEVELOPMENT CORPORATION MEDICAL DEVELOPMENT CORP. WELFARE BENEFIT PLAN | DUNWOODY, GA | Insurance CARRIER | 147 | — | $108K |
| PROFESSIONAL ANESTHESIA PROVIDERS PSC RETIREMENT PLAN PROFESSIONAL ANESTHESIA PROVIDERS PSC RETIREMENT PLAN | MAYAGUEZ, PR | Advisor / Consultant BROKER/ADVISOR | 0 | — | — |
| BBDO PUERTO RICO, INC. BBDO PUERTO RICO, INC PENSION PLAN | SAN JUAN, PR | Broker BROKER/ADVISER | 41 | — | $0 |