VALMARK ADVISERS
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
175
Active participants
82,065
Total plan assets
$10.0B
Filings (rows)
177
Direct comp
$3.5M
Indirect comp
$844K
Aggregating 2 name variants under "VALMARK ADVISERS"
SERVICES PROVIDED
Advisor / Consultant140
Other35
Top plans served
Showing top 177 of 175 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TYLER TECHNOLOGIES, INC. TYLER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 7,135 | $1.2B | $50K |
| TYLER TECHNOLOGIES, INC. TYLER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 7,065 | $1.0B | $55K |
| TYLER TECHNOLOGIES, INC. TYLER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 7,271 | $829.6M | $50K |
| BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 1,515 | $753.5M | $9K |
| BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 1,455 | $658.0M | $7K |
| BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 1,321 | $532.1M | $7K |
| HEXCEL CORPORATION HEXCEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT ADVISOR | 2,694 | $480.7M | $7K |
| RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN, TX | Other NONE | 4,389 | $412.4M | $6K |
| SPECTRUM HEALTHCARE PARTNERS, P.A. SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND, ME | Other NONE | 489 | $359.7M | $18K |
| SPECTRUM HEALTHCARE PARTNERS, P.A. SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND, ME | Other NONE | 486 | $340.0M | $15K |
| SPECTRUM HEALTHCARE PARTNERS, P.A. SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND, ME | Other NONE | 506 | $290.9M | $15K |
| BRAUN INTERTEC CORPORATION BRAUN INTERTEC 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 1,012 | $139.8M | $45K |
| BRAUN INTERTEC CORPORATION BRAUN INTERTEC 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 1,003 | $123.9M | $45K |
| BRAUN INTERTEC CORPORATION BRAUN INTERTEC 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 1,059 | $101.3M | $45K |
| ELMET TECHNOLOGIES LLC ELMET TECHNOLOGIES RETIREMENT PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISOR | 391 | $98.8M | $18K |
| MMG INSURANCE COMPANY MMG INSURANCE COMPANY 401(K) RETIREMENT SAVINGS PLAN | PRESQUE ISLE, ME | Advisor / Consultant FINANCIAL ADVISOR | 287 | $55.8M | $8K |
| FYDA, INC. FYDA, INC. 401(K) PLAN | WEST JEFFERSON, OH | Advisor / Consultant INVESTMENT ADVISOR | 484 | $54.7M | $65K |
| INTERNATIONAL DECISION SYSTEMS DBA SOLIFI SOLIFI TAX DEFERRED SAVINGS PLAN | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR | 145 | $48.7M | $26K |
| FYDA, INC. FYDA, INC. 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 436 | $46.5M | $55K |
| INTERNATIONAL DECISION SYSTEMS DBA SOLIFI SOLIFI TAX DEFERRED SAVINGS PLAN | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR | 154 | $42.6M | $26K |
| PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR, ME | Advisor / Consultant INVESTMENT ADVISORY | 782 | $41.9M | $0 |
| FYDA, INC. FYDA, INC. 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 383 | $39.6M | $53K |
| PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR | 180 | $39.6M | $33K |
| CHAMBERS LEASING SCOTT'S RECREATION EMPLOYEE STOCK OWNERSHIP PLAN | MANCHESTER, ME | Advisor / Consultant RIA AND IA | 159 | $39.4M | $13K |
| CHASE INDUSTRIES, INC. CHASE INDUSTRIES INC. 401(K) PLAN | CINCINNATI, OH | Other NONE | 1,005 | $39.1M | $37K |
| G4 HOLDINGS, INC. DBA GEIGER GROUP GEIGER GROUP 401(K) PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 369 | $38.4M | $0 |
| THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY, OH | Other RETAINED BY PLAN SPONSOR | 150 | $37.0M | $52K |
| PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR | 184 | $36.3M | $29K |
| PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR, ME | Advisor / Consultant INVESTMENT ADVISORY | 833 | $35.9M | $0 |
| KENNEBUNK SAVINGS BANK KENNEBUNK SAVINGS BANK 401(K) PLAN | KENNEBUNK, ME | Advisor / Consultant ADVISOR | 343 | $35.9M | $29K |
| INTERNATIONAL DECISION SYSTEMS DBA SOLIFI SOLIFI TAX DEFERRED SAVINGS PLAN | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR | 158 | $35.5M | $26K |
| ANDROSCOGGIN HOME HEALTH SERVICES,INC. ANDWELL HEALTH PARTNERS | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 874 | $34.9M | $0 |
| SWEETSER SWEETSER 403(B) EMPLOYEES SAVINGS PLAN | SACO, ME | Advisor / Consultant CONSULTANT | 551 | $34.6M | $24K |
| CHAMBERS LEASING SCOTT'S RECREATION EMPLOYEE STOCK OWNERSHIP PLAN | MANCHESTER, ME | Advisor / Consultant RIA AND IA | 136 | $33.7M | $8K |
| THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY, OH | Other RETAINED BY PLAN SPONSOR | 141 | $33.6M | $49K |
| G4 HOLDINGS, INC. DBA GEIGER GROUP GEIGER GROUP 401(K) PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 391 | $33.5M | $0 |
| SWEETSER SWEETSER 403(B) EMPLOYEES SAVINGS PLAN | SACO, ME | Advisor / Consultant CONSULTANT | 505 | $32.6M | $25K |
| ANDROSCOGGIN HOME CARE AND HOSPICE ANDROSCOGGIN HOME CARE AND HOSPICE TAX SHELTERED ANNUITY PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 672 | $32.5M | $0 |
| CHASE INDUSTRIES, INC. CHASE INDUSTRIES INC. 401(K) PLAN | SPRINGDALE, OH | Other NONE | 994 | $32.0M | $30K |
| SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND, ME | Advisor / Consultant ADVISOR | 127 | $31.6M | $32K |
| UNITED FARMERS COOPERATIVE UNITED FARMERS COOPERATIVE 401(K) PLAN | WINTHROP, MN | Other RETAINED BY EMPLOYER | 173 | $31.5M | $45K |
| KENNEBUNK SAVINGS BANK KENNEBUNK SAVINGS BANK 401(K) PLAN | KENNEBUNK, ME | Advisor / Consultant ADVISOR | 330 | $31.2M | $24K |
| NPK CONSTRUCTION EQUIPMENT, INC. NPK RETIREMENT & SAVINGS PLAN | WALTON HILLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 235 | $31.0M | $40K |
| PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR | 228 | $30.4M | $23K |
| WARNERS STELLIAN CO., INC. WARNERS STELLIAN CO. , INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST. PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 516 | $29.3M | $47K |
| SWEETSER SWEETSER 403(B) EMPLOYEES SAVINGS PLAN | SACO, ME | Advisor / Consultant CONSULTANT | 540 | $29.2M | $23K |
| PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR, ME | Advisor / Consultant INVESTMENT ADVISORY | 894 | $28.9M | $0 |
| UNITED FARMERS COOPERATIVE UNITED FARMERS COOPERATIVE 401(K) PLAN | WINTHROP, MN | Other RETAINED BY EMPLOYER | 176 | $28.3M | $40K |
| ANDROSCOGGIN HOME CARE AND HOSPICE ANDROSCOGGIN HOME CARE AND HOSPICE TAX SHELTERED ANNUITY PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 662 | $27.8M | $0 |
| G4 HOLDINGS, INC. DBA GEIGER GROUP GEIGER GROUP 401(K) PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 383 | $27.6M | $0 |
| SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND, ME | Advisor / Consultant ADVISOR | 130 | $27.1M | $29K |
| KENNEBUNK SAVINGS BANK KENNEBUNK SAVINGS BANK 401(K) PLAN | KENNEBUNK, ME | Advisor / Consultant ADVISOR | 366 | $26.9M | $17K |
| NPK CONSTRUCTION EQUIPMENT, INC. NPK RETIREMENT & SAVINGS PLAN | WALTON HILLS, OH | Other NONE | 223 | $26.4M | $44K |
| BIOTISSUE HOLDINGS, INC. BIOTISSUE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | MIAMI, FL | Other RETAINED BY PLAN SPONSOR | 311 | $25.6M | $39K |
| UNITED FARMERS COOPERATIVE UNITED FARMERS COOPERATIVE 401(K) PLAN | WINTHROP, MN | Other RETAINED BY EMPLOYER | 174 | $25.6M | $41K |
| CHASE INDUSTRIES, INC. CHASE INDUSTRIES INC. 401(K) PLAN | SPRINGDALE, OH | Other NONE | 905 | $25.4M | $30K |
| VANDEVERE, INC. VANDEVERE 401K PROFIT SHARING PLAN AND TRUST | AKRON, OH | Advisor / Consultant ADVISOR | 358 | $24.9M | $28K |
| WARNERS STELLIAN CO., INC. WARNERS STELLIAN CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST. PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 351 | $24.2M | $47K |
| SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND, ME | Advisor / Consultant ADVISOR | 120 | $22.2M | $28K |
| EVANS MANAGEMENT GROUP, LLC EVANS MANAGEMENT GROUP 401(K) RETIREMENT PLAN | ORANGEBURG, SC | Advisor / Consultant ADVISOR | 236 | $20.9M | $48K |
| CHARLIE'S MOTOR MALL, INC. CHARLIE'S MOTOR MALL, INC. 401(K) RETIREMENT SAVINGS PLAN | AUGUSTA, ME | Advisor / Consultant INVESTMENT ADVISORY | 222 | $20.8M | $0 |
| BIOTISSUE HOLDINGS, INC. BIOTISSUE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | MIAMI, FL | Other RETAINED BY PLAN SPONSOR | 318 | $20.6M | $9K |
| MARDEN'S, INC. MARDEN'S, INC. 401(K) RETIREMENT SAVINGS PLAN | WINSLOW, ME | Advisor / Consultant INVESTMENT ADVISOR | 431 | $20.4M | $33K |
| BOBER, MARKEY, FEDOROVICH & COMPANY BOBER, MARKEY, FEDOROVICH & COMPANY THRIFT/INCENTIVE PLAN | AKRON, OH | Other NONE | 97 | $19.3M | $6K |
| APPLIED ENGINEERING, INC. APPLIED ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | FARGO, ND | Advisor / Consultant INVESTMENT ADVISER | 83 | $18.8M | $29K |
| CHARLIE'S MOTOR MALL, INC. CHARLIE'S MOTOR MALL, INC. 401(K) RETIREMENT SAVINGS PLAN | AUGUSTA, ME | Advisor / Consultant INVESTMENT ADVISORY | 220 | $18.6M | $0 |
| MARDEN'S, INC. MARDEN'S, INC. 401(K) RETIREMENT SAVINGS PLAN | WINSLOW, ME | Advisor / Consultant INVESTMENT ADVISOR | 440 | $18.6M | $30K |
| WOU HOLDINGS, INC. WOU EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | DOVER, NH | Other SERVICE PROVIDER | 254 | $18.5M | $32K |
| CODA RESOURCES LTD CODA RESOURCES LTD. 401(K) PLAN | ABERDEEN, NJ | Advisor / Consultant ADVISOR | 141 | $18.4M | $39K |
| ADVANCED PROCESS TECHNOLOGIES, INC. ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | COKATO, MN | Advisor / Consultant INVESTMENT ADVISOR | 138 | $18.2M | $44K |
| APPLIED ENGINEERING, INC. APPLIED ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | FARGO, ND | Advisor / Consultant INVESTMENT ADVISER | 77 | $17.8M | $25K |
| CFE MANAGEMENT, LLC C F EVANS COMPANIES 401(K) RETIREMENT PLAN | ORANGEBURG, SC | Advisor / Consultant ADVISOR | 237 | $17.3M | $37K |
| APPLIED ENGINEERING, INC. APPLIED ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | FARGO, ND | Advisor / Consultant INVESTMENT ADVISER | 85 | $17.3M | $25K |
| GOETTLE HOLDING COMPANY, INC. RICHARD GOETTLE, INC. 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISORY | 250 | $16.9M | $0 |
| COMMUNITY SUPPORT SERVICES, INC. COMMUNITY SUPPORT SERVICES, INC. 401(K) RETIREMENT PLAN | AKRON, OH | Other NONE | 314 | $16.9M | $7K |
| MARDEN'S, INC. MARDEN'S, INC. 401(K) RETIREMENT SAVINGS PLAN | WINSLOW, ME | Advisor / Consultant INVESTMENT ADVISOR | 447 | $16.2M | $30K |
| ADVANCED PROCESS TECHNOLOGIES, INC. ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | COKATO, MN | Advisor / Consultant INVESTMENT ADVISOR | 130 | $16.1M | $36K |
| IVEK CORPORATION IVEK CORPORATION 401(K) PLAN | N. SPRINGFIELD, VT | Other SERVICE PROVIDER | 94 | $15.9M | $0 |
| CHARLIE'S MOTOR MALL, INC. CHARLIE'S MOTOR MALL, INC. 401(K) RETIREMENT SAVINGS PLAN | AUGUSTA, ME | Advisor / Consultant INVESTMENT ADVISORY | 204 | $15.8M | $0 |
| IVEK CORPORATION IVEK CORPORATION 401(K) PLAN | N. SPRINGFIELD, VT | Other SERVICE PROVIDER | 119 | $15.6M | $0 |
| CODA RESOURCES LTD CODA RESOURCES LTD. 401(K) PLAN | MATAWAN, NJ | Advisor / Consultant ADVISOR | 127 | $15.4M | $32K |
| ASSURANCE MANUFACTURING, INC. THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Other OTHER | 117 | $15.4M | $0 |
| COMMUNITY SUPPORT SERVICES, INC. COMMUNITY SUPPORT SERVICES, INC. 401(K) RETIREMENT PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISORY | 290 | $15.0M | $0 |
| SWK TECHNOLOGIES SWK TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST | EAST HANOVER, NJ | Advisor / Consultant ADVISOR | 183 | $14.6M | $30K |
| ASSURANCE MANUFACTURING, INC. THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 121 | $14.3M | $34K |
| CUYAHOGA VALLEY CHRISTIAN ACADEMY CUYAHOGA VALLEY CHRISTIAN ACADEMY 401(K) PROFIT SHARING PLAN & TRUST | CUYAHOGA FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 199 | $13.7M | $23K |
| FERRAGON CORPORATION FERRAGON CORPORATION THRIFT INCENTIVE PLAN | BROOKLYN, OH | Advisor / Consultant INVESTMENT ADVISOR | 181 | $13.6M | $0 |
| IVEK CORPORATION IVEK CORPORATION 401(K) PLAN | N. SPRINGFIELD, VT | Other SERVICE PROVIDER | 121 | $13.5M | $0 |
| ASSURANCE MANUFACTURING, INC. THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 130 | $13.4M | $31K |
| CFE MANAGEMENT, LLC C F EVANS COMPANIES 401(K) RETIREMENT PLAN | ORANGEBURG, SC | Advisor / Consultant ADVISOR | 231 | $13.2M | $32K |
| GOETTLE HOLDING COMPANY, INC. RICHARD GOETTLE, INC. 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISORY | 186 | $13.2M | $0 |
| CODA RESOURCES LTD CODA RESOURCES LTD. 401(K) PLAN | MATAWAN, NJ | Advisor / Consultant ADVISOR | 138 | $12.4M | $33K |
| COMMUNITY SUPPORT SERVICES, INC. COMMUNITY SUPPORT SERVICES, INC. 401(K) RETIREMENT PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISORY | 273 | $12.4M | $0 |
| ADVANCED PROCESS TECHNOLOGIES, INC. ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | COKATO, MN | Advisor / Consultant INVESTMENT ADVISOR | 134 | $12.3M | $31K |
| TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON, OH | Advisor / Consultant INVESTMENT ADVISOR | 342 | $12.1M | $0 |
| W.D. MATTHEWS MACHINERY CO. W.D. MATTHEWS MACHINERY CO. PROFIT SHARING PLAN AND TRUST | AUBURN, ME | Advisor / Consultant INVESTMENT ADVISORY | 136 | $12.1M | $0 |
| THE BUILDING PEOPLE, LLC THE BUILDING PEOPLE, LLC 401(K) PLAN | LEESBURG, VA | Advisor / Consultant INVESTMENT ADVISOR | 443 | $11.9M | $37K |
| AERIES SOFTWARE, INC. AERIES SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISORY - PL | 134 | $11.7M | $31K |
| CUYAHOGA VALLEY CHRISTIAN ACADEMY CUYAHOGA VALLEY CHRISTIAN ACADEMY 401(K) PROFIT SHARING PLAN & TRUST | CUYAHOGA FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 177 | $11.6M | $23K |
| NORTH MILL EQUIPMENT FINANCE LLC NORTH MILL EQUIPMENT FINANCE RETIREMENT PLAN | NORWALK, CT | Other SERVICE PROVIDER | 174 | $11.5M | $0 |
| AERIES SOFTWARE, INC. AERIES SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISORY - PLA | 115 | $11.5M | $22K |
| AERIES SOFTWARE, INC. AERIES SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 115 | $11.5M | $9K |
| WH MIDWEST, LLC DBA WAYNE HOMES WH MIDWEST, LLC 401(K) PROFIT SHARING PLAN | UNIONTOWN, OH | Advisor / Consultant INVESTMENT ADVISOR | 151 | $11.0M | $26K |
| AERIES SOFTWARE, INC. AERIES SOFTWARE, INC. 401K PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISORY - PL | 133 | $10.9M | $31K |
| RITCHIE ENGINEERING COMPANY, INC. RITCHIE ENGINEERING COMPANY SAVINGS AND RETIREMENT PLAN | BLOOMINGTON, MN | Advisor / Consultant ADVISOR | 117 | $10.5M | $25K |
| AROOSTOOK MENTAL HEALTH SERVICES, INC. AMHC RETIREMENT PLAN | PRESQUE ISLE, ME | Advisor / Consultant INVESTMENT ADVISOR | 362 | $10.1M | $24K |
| WH MIDWEST, LLC DBA WAYNE HOMES WH MIDWEST, LLC 401(K) PROFIT SHARING PLAN | UNIONTOWN, OH | Advisor / Consultant INVESTMENT ADVISOR | 159 | $10.1M | $22K |
| RITCHIE ENGINEERING COMPANY, INC. RITCHIE ENGINEERING COMPANY SAVINGS AND RETIREMENT PLAN | BLOOMINGTON, MN | Advisor / Consultant ADVISOR | 99 | $9.8M | $17K |
| AHEPA MANAGEMENT COMPANY, INC. AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN | FISHERS, IN | Advisor / Consultant INVESTMENT ADVISOR | 304 | $9.7M | $21K |
| CUYAHOGA VALLEY CHRISTIAN ACADEMY CUYAHOGA VALLEY CHRISTIAN ACADEMY 401(K) PROFIT SHARING PLAN & TRUST | CUYAHOGA FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 134 | $9.7M | $23K |
| TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON, OH | Advisor / Consultant INVESTMENT ADVISOR | 313 | $9.6M | $0 |
| R H RENY INC R H RENY INC 401(K) PROFIT SHARING PLAN & TRUST | NEWCASTLE, ME | Advisor / Consultant ADVISOR | 307 | $9.5M | $22K |
| TREATMENT CENTERS HOLDCO, LLC TREATMENT CENTERS HOLDCO 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 983 | $9.4M | $21K |
| MAINE LIFE CARE RETIREMENT COMMUNITY, INC. DBA PIPER SHORES PIPER SHORES 401(K) PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISOR | 234 | $9.3M | $25K |
| JOHNNYS SELECTED SEEDS JOHNNY'S SELECTED SEEDS 401(K) RETIREMENT SAVINGS PLAN | WINSLOW, ME | Advisor / Consultant INVESTMENT ADVISORY | 256 | $9.2M | $0 |
| AHEPA MANAGEMENT COMPANY, INC. AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN | FISHERS, IN | Advisor / Consultant INVESTMENT ADVISOR | 289 | $9.0M | $19K |
| ZAREMBA MANAGEMENT COMPANY ZAREMBA MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | FAIRVIEW PARK, OH | Advisor / Consultant INVESTMENT ADVISOR | 124 | $8.8M | $0 |
| TRI STAR METALS, LLC TRI STAR METALS, LLC 401(K) PLAN | AURORA, IL | Other | 119 | $8.5M | $13K |
| TRI STAR METALS, LLC TRI STAR METALS, LLC 401(K) PLAN | AURORA, IL | Other | 119 | $8.5M | — |
| HOSPICE OF SOUTHERN MAINE HOSPICE OF SOUTHERN MAINE RETIREMENT SAVINGS PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISOR | 144 | $8.4M | $20K |
| WH MIDWEST, LLC WH MIDWEST, LLC 401(K) PLAN | UNIONTOWN, OH | Advisor / Consultant INVESTMENT ADVISOR | 165 | $8.4M | $22K |
| FOSS SWIM SCHOOL, LLC FOSS SWIM SCHOOL, LLC 401(K) PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,040 | $8.3M | $31K |
| R H RENY INC R H RENY INC 401(K) PROFIT SHARING PLAN & TRUST | NEWCASTLE, ME | Advisor / Consultant ADVISOR | 296 | $8.2M | $18K |
| NEWBURY FRANKLIN INDUSTRIALS LLC NFI 401(K) PLAN | BUFFALO, NY | Advisor / Consultant INVESTMENT ADVISORY | 351 | $8.2M | $10K |
| DENNIS BEVERAGE COMPANY DENNIS FOOD SERVICE 401(K) RETIREMENT PLAN | HAMPDEN, ME | Advisor / Consultant INVESTMENT ADVISOR | 154 | $8.0M | $5K |
| AHEPA MANAGEMENT COMPANY, INC. AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN | FISHERS, IN | Advisor / Consultant INVESTMENT ADVISOR | 276 | $8.0M | $18K |
| NORTH MILL EQUIPMENT FINANCE LLC NORTH MILL EQUIPMENT FINANCE RETIREMENT PLAN | NORWALK, CT | Other SERVICE PROVIDER | 111 | $7.9M | $0 |
| MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN | GORHAM, ME | Advisor / Consultant RIA | 262 | $7.8M | $21K |
| JOHNNYS SELECTED SEEDS JOHNNY'S SELECTED SEEDS 401(K) RETIREMENT SAVINGS PLAN | WINSLOW, ME | Advisor / Consultant INVESTMENT ADVISORY | 257 | $7.6M | $0 |
| ZAREMBA MANAGEMENT COMPANY ZAREMBA MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | FAIRVIEW PARK, OH | Advisor / Consultant INVESTMENT ADVISOR | 129 | $7.6M | $0 |
| PRESERVATION MANAGEMENT, INC. PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND, ME | Other INVESTMENT AD VISER | 324 | $7.6M | $19K |
| MAINE LIFE CARE RETIREMENT COMMUNITY, INC. D/B/A PIPER SHORES PIPER SHORES 401(K) PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISOR | 199 | $7.5M | $23K |
| MAINE LIFE CARE RETIREMENT COMMUNITY, INC. DBA PIPER SHORES PIPER SHORES 401(K) PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISOR | 233 | $7.4M | $23K |
| HOSPICE OF SOUTHERN MAINE HOSPICE OF SOUTHERN MAINE RETIREMENT SAVINGS PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISOR | 148 | $7.4M | $22K |
| TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON, OH | Advisor / Consultant INVESTMENT ADVISOR | 300 | $7.3M | $5K |
| THE BUILDING PEOPLE, LLC THE BUILDING PEOPLE, LLC 401(K) PLAN | LEESBURG, VA | Advisor / Consultant INVESTMENT ADVISOR | 391 | $7.2M | $31K |
| PRESERVATION MANAGEMENT, INC. PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND, ME | Other INVESTMENT AD VISER | 305 | $7.0M | $18K |
| CLEARWATER SERVICES INCORPORATED CLEARWATER SERVICES INCORPORATED RETIREMENT PLAN | AKRON, OH | Advisor / Consultant RIA, IA, BA, IN, RI | 103 | $6.8M | $10K |
| R H RENY INC R H RENY INC 401(K) PROFIT SHARING PLAN & TRUST | NEWCASTLE, ME | Advisor / Consultant ADVISOR | 295 | $6.8M | $18K |
| MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN | GORHAM, ME | Advisor / Consultant RIA | 226 | $6.8M | $18K |
| FOSS SWIM SCHOOL, LLC FOSS SWIM SCHOOL, LLC 401(K) PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISOR | 922 | $6.7M | $23K |
| BLICK CLINIC, INC. BLICK CLINIC EMPLOYEES RETIREMENT PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 149 | $6.5M | $16K |
| TREATMENT CENTERS HOLDCO, LLC TREATMENT CENTERS HOLDCO 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 940 | $6.4M | $13K |
| MICHIGAN PALLET, INC. MICHIGAN PALLET, INC. 401(K) PLAN | SAINT CHARLES, MI | Advisor / Consultant INVESTMENT ADVISOR | 155 | $6.2M | $25K |
| ZAREMBA MANAGEMENT COMPANY ZAREMBA MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | FAIRVIEW PARK, OH | Advisor / Consultant INVESTMENT ADVISOR | 134 | $6.2M | $6K |
| BLICK CLINIC, INC. BLICK CLINIC EMPLOYEES RETIREMENT PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 144 | $6.1M | $16K |
| MICHIGAN PALLET, INC. MICHIGAN PALLET, INC. 401(K) PLAN | SAINT CHARLES, MI | Advisor / Consultant INVESTMENT ADVISOR | 166 | $6.1M | $21K |
| BLICK CLINIC, INC. BLICK CLINIC EMPLOYEES RETIREMENT PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 134 | $6.0M | $16K |
| HOSPICE OF SOUTHERN MAINE HOSPICE OF SOUTHERN MAINE RETIREMENT SAVINGS PLAN | SCARBOROUGH, ME | Other INV ADVISER | 140 | $6.0M | $21K |
| PRESERVATION MANAGEMENT, INC. PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND, ME | Other INVESTMENT AD VISER | 339 | $5.9M | $16K |
| WEBSTER DENTAL CARE GROUP WEBSTER DENTAL CARE GROUP 401K PLAN | CHICAGO, IL | Advisor / Consultant RIA | 130 | $5.6M | $11K |
| PORTLAND AIR FREIGHT, INC. PORTLAND AIR FREIGHT, INC. RETIREMENT SAVINGS PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISORY | 99 | $5.5M | $13K |
| MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN | GORHAM, ME | Advisor / Consultant RIA | 226 | $5.4M | $16K |
| FOSS SWIM SCHOOL, LLC FOSS SWIM SCHOOL, LLC 401(K) PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISOR | 833 | $5.2M | $21K |
| DEE SIGN USA, LLC. DEE SIGN USA, LLC | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 77 | $5.0M | $19K |
| DEE SIGN USA, LLC. DEE SIGN USA, LLC | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 68 | $5.0M | $20K |
| THE BUILDING PEOPLE, LLC THE BUILDING PEOPLE, LLC 401(K) PLAN | LEESBURG, VA | Advisor / Consultant INVESTMENT ADVISOR | 340 | $5.0M | $20K |
| MICHIGAN PALLET, INC. MICHIGAN PALLET, INC. 401(K) PLAN | SAINT CHARLES, MI | Advisor / Consultant INVESTMENT ADVISOR | 172 | $4.8M | $7K |
| DEE SIGN USA, LLC. DEE SIGN USA, LLC | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 81 | $4.8M | $20K |
| PREBLE STREET PREBLE STREET SECTION 403(B) PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISER | 319 | $4.7M | $21K |
| PORTLAND AIR FREIGHT, INC. PORTLAND AIR FREIGHT, INC. RETIREMENT SAVINGS PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISORY | 99 | $4.5M | $6K |
| ATLANTIC WASTE SERVICES, INC. ATLANTIC WASTE SERVICES, INC. 401(K) RETIREMENT PLAN | POOLER, GA | Advisor / Consultant INVESTMENT ADVISOR | 206 | $4.1M | $17K |
| PREBLE STREET PREBLE STREET SECTION 403(B) PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 275 | $3.9M | $17K |
| PORTLAND AIR FREIGHT, INC. PORTLAND AIR FREIGHT, INC. RETIREMENT SAVINGS PLAN | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISOR | 101 | $3.7M | $0 |
| MUSTARD SEED HEALTH FOOD MARKET, INC. MUSTARD SEED MARKET & CAFE, INC. 401(K) SAVINGS PLAN | AKRON, OH | Advisor / Consultant ADVISOR | 132 | $3.6M | $15K |
| TREATMENT CENTERS HOLDCO, LLC TREATMENT CENTERS HOLDCO 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 774 | $3.6M | $9K |
| K & K TECHNICAL GROUP, INC. K & K TECHNICAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CINCINNATI, OH | Other NONE | 77 | $3.5M | $9K |
| MONROE COUNTY AUTOMOTIVE SERVICES, INC. MONROE COUNTY AUTOMOTIVE SERVICES, INC. 401(K) RETIREMENT PLAN | ROCHESTER, NY | Other INVESTMENT AD VISORY | 102 | $3.2M | $0 |
| DEDICATED DELIVERY PROFESSIONALS, INC. DDP 401(K) PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant INVESTMENT ADVISOR | 117 | $3.1M | $15K |
| ATLANTIC WASTE SERVICES, INC. ATLANTIC WASTE SERVICES, INC. 401(K) RETIREMENT PLAN | POOLER, GA | Advisor / Consultant INVESTMENT ADVISOR | 205 | $3.0M | $11K |
| HALDEMAN-HOMME HOLDINGS, INC. HALDEMAN-HOMME 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISER | 299 | $2.6M | $8K |
| NORTH EAST MOBILE HEALTH SERVICES, INC. NORTH EAST MOBILE HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | SCARBOROUGH, ME | Advisor / Consultant INVESTMENT ADVISOR | 81 | $1.9M | $10K |
| ATLANTIC WASTE SERVICES, INC. ATLANTIC WASTE SERVICES, INC. 401(K) RETIREMENT PLAN | POOLER, GA | Advisor / Consultant INVESTMENT ADVISOR | 185 | $1.8M | $8K |
| NEXREP, LLC NEXREP 401(K) PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 178 | $1.0M | $5K |
| PRATT INDUSTRIES U.S. LLC PRATT INDUSTRIES LLC PROFIT SHARING AND 401(K) PLAN | BRIDGMAN, MI | Advisor / Consultant BROKER / ADVISOR | 75 | $911K | $8K |
| BMC ACQUISITION, INC. BENEFITMALL 401(K) PLAN | DALLAS, TX | Advisor / Consultant ADVISOR/INVEST ADVISOR | 0 | $0 | $81K |
| EDELMANN PROVISION COMPANY FRESH SAUSAGE SPECIALISTS 401(K) PROFIT SHARING PLAN | HARRISON, OH | Other NONE | 0 | $0 | $10K |