WEALTH ENHANCEMENT
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
176
Active participants
589,543
Total plan assets
$156.8B
Filings (rows)
176
Direct comp
$5.5M
Indirect comp
$231K
Aggregating 11 name variants under "WEALTH ENHANCEMENT"
WEALTH ENHANCEMENT ADVISORY SERVICE66WEALTH ENHANCEMENT ADVISORY SE33WEALTH ENHANCEMENT GROUP31WEALTH ENHANCEMENT ADVISORY25WEALTH ENHANCEMENT ADV SERVICES9WEALTH ENHANCEMENT ADVISOR SERVICES3WEALTH ENHANCEMENT3WEALTH ENHANCEMENT ADVISOR2WEALTH ENHANCEMENT ADV SRVCS2WEALTH ENHANCEMENT ADVISORY SERV1WEALTH ENHANCEMENT AD SVCS1
SERVICES PROVIDED
Advisor / Consultant104
Other67
Broker5
Top plans served
All 176 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $59K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $8K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $9K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 83,445 | $10.5B | $16K |
| THE PERMANENTE MEDICAL GROUP, INC. THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL PLAN | PLEASANTON, CA | Advisor / Consultant ADVISOR | 21,762 | $9.9B | $7K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $16K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 80,015 | $9.1B | $10K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $18K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $7K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 42,968 | $7.7B | $12K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $15K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $7K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $6K |
| U.S. ANESTHESIA PARTNERS, INC U.S. ANESTHESIA PARTNERS, INC. 401(K) PLAN | DALLAS, TX | Other NONE | 5,640 | $2.8B | $5K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,844 | $2.6B | $31K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,796 | $2.3B | $26K |
| ALLIANZ ASSET MANAGEMENT OF AMERICA LLC ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH, CA | Other NONE | 2,228 | $2.2B | $7K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,591 | $2.0B | $26K |
| VILLAGE PRACTICE MANAGEMENT COMPANY, LLC VILLAGEMD 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 17,015 | $1.4B | $14K |
| COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER, CO | Other NONE | 1,259 | $1.0B | $10K |
| WP CITYMD BIDCO, LLC SUMMIT CITY MD 401(K) PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 11,509 | $973.2M | $9K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,762 | $925.9M | $20K |
| COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER, CO | Other NONE | 1,293 | $920.5M | $6K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,910 | $816.4M | $15K |
| WP CITYMD BIDCO, LLC SUMMIT CITY MD 401(K) PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 12,247 | $787.8M | $10K |
| BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD, MA | Broker SECURITIES BROKER | 4,276 | $693.6M | $7K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,958 | $684.1M | $6K |
| DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other NONE | 1,428 | $671.5M | $8K |
| BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD, MA | Broker SECURITIES BROKER | 4,203 | $636.7M | $6K |
| BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLAS NO CALIF GLAZIERS, ARCHITECTURAL METAL AND GLASSWORKERS PENSION PLAN | DUBLIN, CA | Other NONE | 1,623 | $525.8M | $188K |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISOR | 2,068 | $491.7M | $21K |
| BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLAS NO CALIF GLAZIERS, ARCHITECTURAL METAL AND GLASSWORKERS PENSION PLAN | DUBLIN, CA | Other NONE | 1,669 | $491.6M | $112K |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISOR | 2,393 | $461.7M | $21K |
| RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN, TX | Other NONE | 4,389 | $412.4M | $7K |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISOR | 2,382 | $386.6M | $18K |
| DAY PITNEY LLP DAY PITNEY PROFIT SHARING AND 401(K) PLAN | PARSIPPANY, NJ | Other NONE | 650 | $375.6M | $5K |
| MERITUS MEDICAL CENTER, INC. MERITUS HEALTH 401(K) SAVINGS PLAN | HAGERSTOWN, MD | Other NONE | 3,258 | $339.3M | $25K |
| BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Other NONE | 957 | $315.7M | $22K |
| MERITUS MEDICAL CENTER, INC. MERITUS HEALTH 401(K) SAVINGS PLAN | HAGERSTOWN, MD | Other NONE | 3,196 | $293.8M | $26K |
| MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 691 | $281.6M | $8K |
| BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Other NONE | 904 | $276.1M | $19K |
| MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 684 | $243.7M | $6K |
| BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant ADVISOR | 1,267 | $242.2M | $42K |
| SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND | SAN JOSE, CA | Other NONE | 4,444 | $217.2M | $380K |
| BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK, CA | Other NONE | 337 | $208.6M | $31K |
| BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant INVESTMENT ADVISOR | 1,138 | $207.0M | $20K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 480 | $190.4M | $147K |
| BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK, CA | Other NONE | 303 | $181.4M | $21K |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC FIRST EAGLE INVESTMENT MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 586 | $176.7M | $13K |
| SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND | SAN JOSE, CA | Other NONE | 4,425 | $174.4M | $291K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 448 | $170.5M | $117K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 454 | $137.6M | $105K |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC FIRST EAGLE INVESTMENT MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 559 | $136.2M | $11K |
| KONIAG, INC. KONIAG RETIREMENT PLAN | ANCHORAGE, AK | Advisor / Consultant INVESTMENT ADVISOR | 3,701 | $130.5M | $5K |
| RAY QUINNEY & NEBEKER P. C. RAY QUINNEY & NEBEKER PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 156 | $112.4M | $8K |
| RAY QUINNEY & NEBEKER P. C. RAY QUINNEY & NEBEKER PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 154 | $111.4M | $10K |
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON, WI | Advisor / Consultant ADVISOR | 206 | $111.1M | $44K |
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON, WI | Advisor / Consultant ADVISOR | 206 | $110.1M | $44K |
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON, WI | Advisor / Consultant ADVISOR | 206 | $104.9M | $44K |
| DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH, FL | Advisor / Consultant INVESTMENT ADVISOR | 705 | $88.0M | $20K |
| AVIATION SYSTEMS ENGINEERING COMPANY, INC. AVIATION SYSTEMS ENGINEERING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | LEXINGTON PARK, MD | Advisor / Consultant RIA | 530 | $80.5M | $54K |
| MENDES & MOUNT, LLP MENDES & MOUNT, LLP RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 138 | $79.9M | $10K |
| AVIATION SYSTEMS ENGINEERING COMPANY, INC. AVIATION SYSTEMS ENGINEERING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | LEXINGTON PARK, MD | Advisor / Consultant RIA | 486 | $64.0M | $41K |
| KONIAG, INC. KONIAG 401(K) SAVINGS PLAN | ANCHORAGE, AK | Advisor / Consultant INVESTMENT ADVISOR | 406 | $62.9M | $5K |
| THE PETE STORE, LLC THE PETE STORE, LLC 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant RIA | 1,002 | $35.6M | $34K |
| ROMARCO MINERALS U.S. INC. HAILE GOLD MINE, INC. 401(K) PROFIT SHARING PLAN | KERSHAW, SC | Advisor / Consultant INVESTMENT ADVISOR | 711 | $30.9M | $12K |
| THE PETE STORE, LLC THE PETE STORE, LLC 401(K) PLAN | BALTIMORE, MD | Other NONE | 926 | $29.2M | $43K |
| THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL, MA | Advisor / Consultant INVERTMENT ADVISOR | 526 | $29.0M | $79K |
| DYNALEC CORPORATION DYNALEC CORPORATION PROFIT SHARING 401(K) PLAN | SODUS, NY | Advisor / Consultant INVESTMENT ADVISORY | 124 | $28.8M | $34K |
| WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON, WI | Advisor / Consultant ADVISOR | 344 | $28.1M | $42K |
| UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. 403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. | ROOSEVELT, NY | Advisor / Consultant ADVISOR | 812 | $26.5M | $10K |
| UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. 403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. | ROOSEVELT, NY | Advisor / Consultant ADVISOR | 748 | $25.9M | $47K |
| ADPD HOLDINGS LLC D/B/A NEARU NEARU 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 1,641 | $25.8M | $11K |
| DYNALEC CORPORATION DYNALEC CORPORATION PROFIT SHARING 401(K) PLAN | SODUS, NY | Advisor / Consultant INVESTMENT ADVISORY | 112 | $25.5M | $42K |
| LANCASTER COUNTRY DAY SCHOOL LANCASTER COUNTRY DAY SCHOOL SECTION 403(B) PLAN | LANCASTER, PA | Advisor / Consultant ADVISOR | 137 | $24.6M | $28K |
| THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL, MA | Advisor / Consultant INVERTMENT ADVISOR | 543 | $24.6M | $70K |
| MARGARET WOODBURY STRONG MUSEUM MARGARET WOODBURY STRONG MUSEUM 403(B) DC PLAN | ROCHESTER, NY | Other | 212 | $24.4M | $21K |
| THE ALLENDALE COLUMBIA SCHOOL THE ALLENDALE COLUMBIA SCHOOL DEFINED CONTRIBUTION | ROCHESTER, NY | Other | 102 | $23.7M | $15K |
| WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON, WI | Advisor / Consultant ADVISOR | 307 | $23.2M | $38K |
| CORNING NATURAL GAS CORPORATION RETIREMENT PLAN FOR CORNING NATURAL GAS CORPORATION | CORNING, NY | Other NONE | 54 | $23.1M | $106K |
| MARGARET WOODBURY STRONG MUSEUM MARGARET WOODBURY STRONG MUSEUM 403(B) DC PLAN | ROCHESTER, NY | Other | 228 | $22.5M | $23K |
| THE PETE STORE, LLC THE PETE STORE, LLC 401(K) PLAN | BALTIMORE, MD | Other NONE | 868 | $22.4M | $4K |
| MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC, WI | Advisor / Consultant INVESTMENT ADVISOR | 92 | $22.1M | $31K |
| TRADE CENTER MANAGEMENT ASSOCIATES, LLC TRADE CENTER MANAGEMENT ASSOCIATES 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant ADVISOR | 347 | $21.6M | $16K |
| CORNING NATURAL GAS CORPORATION RETIREMENT PLAN FOR CORNING NATURAL GAS CORPORATION | CORNING, NY | Other NONE | 52 | $21.3M | $120K |
| LANCASTER COUNTRY DAY SCHOOL LANCASTER COUNTRY DAY SCHOOL SECTION 403(B) PLAN | LANCASTER, PA | Advisor / Consultant ADVISOR | 131 | $21.0M | $25K |
| DYNALEC CORPORATION DYNALEC CORPORATION PROFIT SHARING 401(K) PLAN | SODUS, NY | Advisor / Consultant INVESTMENT MANAGER | 109 | $20.7M | $46K |
| THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL, MA | Advisor / Consultant INVESTMENT ADVISOR | 550 | $20.4M | $15K |
| MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC, WI | Advisor / Consultant INVESTMENT ADVISOR | 113 | $19.8M | $27K |
| MARGARET WOODBURY STRONG MUSEUM MARGARET WOODBURY STRONG MUSEUM 403(B) DC PLAN | ROCHESTER, NY | Other | 119 | $19.8M | $20K |
| QUOIZEL, LLC QUOIZEL, LLC RETIREMENT SAVINGS PLAN | GOOSE CREEK, SC | Advisor / Consultant INVESTMENT ADVISORY | 104 | $19.3M | $3K |
| LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY, NY | Advisor / Consultant INVESTMENT ADVISORS | 1,017 | $19.3M | $88K |
| RESOLUTE TECHNOLOGIES, LLC RESOLUTE TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 114 | $18.9M | $20K |
| LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY, NY | Advisor / Consultant INVESTMENT ADVISORS | 895 | $18.6M | $57K |
| OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON, TX | Advisor / Consultant SERVICE PROVIDER/ADVISOR | 123 | $18.1M | $4K |
| WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON, WI | Advisor / Consultant ADVISOR | 300 | $17.8M | $33K |
| SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN | HOUSTON, TX | Other SERVICE PROVIDER | 200 | $17.7M | $0 |
| EASTERN WHOLESALE FENCE, LLC EASTERN WHOLESALE FENCE, LLC 401(K) PLAN | MEDFORD, NY | Other NONE | 573 | $17.3M | $61K |
| MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC, WI | Advisor / Consultant INVESTMENT ADVISOR | 121 | $17.1M | $27K |
| SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN | HOUSTON, TX | Other SERVICE PROVIDER | 187 | $16.1M | $0 |
| SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN | HOUSTON, TX | Other SERVICE PROVIDER | 196 | $16.1M | $0 |
| EASTERN WHOLESALE FENCE, LLC EASTERN WHOLESALE FENCE CO., 401(K) PLAN | MEDFORD, NY | Advisor / Consultant ADVISOR | 614 | $15.8M | $28K |
| OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON, TX | Other SERVICE PROVIDER | 118 | $15.0M | $0 |
| MEDLINK GEORGIA, INC. MEDLINK GEORGIA, INC. 403(B) PLAN | COLBERT, GA | Advisor / Consultant INVESTMENT ADVISOR | 441 | $14.0M | $6K |
| DFK MANAGEMENT, INC. DFK MANAGEMENT, INC. 401K PLAN | MOUNT AIRY, MD | Advisor / Consultant INVESTMENT ADVISORY | 254 | $13.3M | $28K |
| HUGHES & SMITH, INC. THE HUGHES 401(K) PROFIT SHARING PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISORY | 119 | $12.9M | $28K |
| POLISH NATIONAL ALLIANCE OF THE RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE U.S. OF N.A. | CHICAGO, IL | Other NONE | 19 | $12.6M | $7K |
| HUNTINGTON LEARNING CORPORATION HUNTINGTON LEARNING CORP. 401(K) PLAN | ORADELL, NJ | Advisor / Consultant ADVISOR | 273 | $12.5M | $28K |
| HALRON LUBRICANTS INC. HALRON LUBRICANTS INC. 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISOR | 130 | $12.4M | $50K |
| OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON, TX | Other SERVICE PROVIDER | 101 | $12.0M | $0 |
| WILBERTS INC. WILBERTS INC.401(K) PLAN | WEBSTER, NY | Other INVESTMENT/FINANCIAL ADVI | 156 | $12.0M | $26K |
| DESCO FEDERAL CREDIT UNION DESCO 401(K) PLAN | PORTSMOUTH, OH | Advisor / Consultant INVESTMENT ADVISOR | 107 | $11.8M | $17K |
| DFK MANAGEMENT, INC. DFK MANAGEMENT, INC. 401K PLAN | MOUNT AIRY, MD | Advisor / Consultant INVESTMENT ADVISORY | 242 | $11.7M | $31K |
| HUNTINGTON LEARNING CORPORATION HUNTINGTON LEARNING CORP. 401(K) PLAN | ORADELL, NJ | Advisor / Consultant ADVISOR | 257 | $11.7M | $26K |
| HALRON LUBRICANTS INC. HALRON LUBRICANTS INC. 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISOR | 120 | $11.6M | $45K |
| DESCO FEDERAL CREDIT UNION DESCO 401(K) PLAN | PORTSMOUTH, OH | Advisor / Consultant INVESTMENT ADVISOR | 104 | $11.5M | $22K |
| COLECTIVO COFFEE ROASTERS, INC. COLECTIVO COFFEE ROASTERS, INC. RETIREMENT PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 232 | $11.3M | $6K |
| HUGHES & SMITH, INC. THE HUGHES 401(K) PROFIT SHARING PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISORY | 113 | $11.2M | $24K |
| MCKIE FORD LINCOLN, INC & AFFILIATES MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN | RAPID CITY, SD | Advisor / Consultant ADVISOR | 172 | $11.0M | $18K |
| COLECTIVO COFFEE ROASTERS, INC. COLECTIVO COFFEE ROASTERS, INC. RETIREMENT PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 355 | $10.9M | $30K |
| MCKIE FORD LINCOLN, INC & AFFILIATES MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN | RAPID CITY, SD | Advisor / Consultant ADVISOR | 131 | $10.5M | $16K |
| THE FIRELINE CORPORATION THE FIRELINE CORPORATION RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT ADVISORY | 222 | $10.5M | $26K |
| DFK MANAGEMENT, INC. DFK MANAGEMENT, INC. 401K PLAN | MOUNT AIRY, MD | Advisor / Consultant INVESTMENT ADVISORY | 232 | $10.4M | $5K |
| HUNTINGTON LEARNING CORPORATION HUNTINGTON LEARNING CORP. 401(K) PLAN | ORADELL, NJ | Advisor / Consultant ADVISOR | 301 | $10.3M | $28K |
| CHEYENNE INTERNATIONAL L L C CHEYENNE INTERNATIONAL L L C 401(K) PROFIT SHARING PLAN & TRUST | GROVER, NC | Advisor / Consultant ADVISOR | 177 | $10.2M | $32K |
| GOEBEL FIXTURE COMPANY GOEBEL FIXTURE COMPANY 401(K) PLAN | HUTCHINSON, MN | Other REGISTERED IN VESTMENT AD | 73 | $10.1M | $5K |
| HUGHES & SMITH, INC. THE HUGHES 401(K) PROFIT SHARING PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISORY | 113 | $10.1M | $30K |
| RICHMOND FORD, LLC RICHMOND FORD, LLC SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISORY | 203 | $9.9M | $29K |
| GALVAN INDUSTRIES, INC. GALVAN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARRISBURG, NC | Other SERVICE PROVIDER | 89 | $9.9M | $0 |
| THE FIRELINE CORPORATION THE FIRELINE CORPORATION RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT ADVISORY | 203 | $9.9M | $22K |
| TUUCI, LLC TUUCI, LLC 401(K) PLAN | HIALEAH, FL | Other NONE | 467 | $9.7M | $33K |
| COLECTIVO COFFEE ROASTERS, INC. COLECTIVO COFFEE ROASTERS, INC. RETIREMENT PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 184 | $9.5M | $19K |
| FINCH TURF INC. FINCH TURF INC. RETIREMENT SAVINGS PLAN | SYKESVILLE, MD | Other NONE | 98 | $9.4M | $21K |
| WILBERTS INC. WILBERTS INC.401(K) PLAN | WEBSTER, NY | Other INVESTMENT/FINANCIAL ADVI | 152 | $9.4M | $21K |
| DS TECHNOLOGIES, LLC DS TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | HAGERSTOWN, MD | Advisor / Consultant INVESTMENT ADVISOR | 119 | $9.3M | $8K |
| RICHMOND FORD, LLC RICHMOND FORD, LLC SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISORY | 191 | $8.9M | $25K |
| CHEYENNE INTERNATIONAL L L C CHEYENNE INTERNATIONAL L L C 401(K) PROFIT SHARING PLAN & TRUST | GROVER, NC | Advisor / Consultant ADVISOR | 171 | $8.6M | $26K |
| THE FIRELINE CORPORATION THE FIRELINE CORPORATION RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT ADVISORY | 198 | $8.6M | $8K |
| FINCH TURF INC. FINCH TURF INC. RETIREMENT SAVINGS PLAN | SYKESVILLE, MD | Other NONE | 91 | $8.1M | $18K |
| FOUNDERS NATIONAL GOLF LLC FOUNDERS NATIONAL GOLF LLC 401(K) PROFIT SHARING | MYRTLE BEACH, SC | Other SERVICE PROVIDER | 1,260 | $7.9M | $0 |
| UMONGOUS INC UMONGOUS INC 401(K) PROFIT SHARING PLAN & TRUST | MARLTON, NJ | Advisor / Consultant ADVISOR | 113 | $7.8M | $5K |
| TUUCI, LLC TUUCI, LLC 401(K) PLAN | HIALEAH, FL | Other NONE | 394 | $7.7M | $28K |
| DS TECHNOLOGIES, LLC DS TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | HAGERSTOWN, MD | Advisor / Consultant INVESTMENT ADVISOR | 123 | $7.3M | $8K |
| COUCH BRAUNSDORF INSURANCE GROUP COUCH BRAUNSDORF INSURANCE GROUP, INC. 401K PLAN | LIBERTY CORNER, NJ | Advisor / Consultant INVESTMENT ADVISOR | 72 | $7.1M | $16K |
| CHEYENNE INTERNATIONAL L L C CHEYENNE INTERNATIONAL L L C 401(K) PROFIT SHARING PLAN & TRUST | GROVER, NC | Advisor / Consultant ADVISOR | 164 | $7.1M | $18K |
| EPIC LONG ISLAND, INC. EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN | EAST MEADOW, NY | Advisor / Consultant ADVISOR | 1,093 | $6.5M | $17K |
| FOUNDERS NATIONAL GOLF LLC FOUNDERS NATIONAL GOLF LLC 401(K) PROFIT SHARING | MYRTLE BEACH, SC | Other SERVICE PROVIDER | 1,219 | $6.5M | $0 |
| TUUCI, LLC TUUCI, LLC 401(K) PLAN | HIALEAH, FL | Other NONE | 452 | $6.5M | $12K |
| AMTRACO AMERICAN TRADING COMPANIES LLC AMTRACO 401(K) PLAN | FRANKSVILLE, WI | Advisor / Consultant ADVISOR | 140 | $6.5M | $21K |
| EPIC LONG ISLAND, INC. EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN | EAST MEADOW, NY | Advisor / Consultant ADVISOR | 1,023 | $6.4M | $15K |
| LAMPIRE BIOLOGICAL LABORATORIES,INC LAMPIRE BIOLOGICAL LABORATORIES, INC. 401(K) PLAN | PIPERSVILLE, PA | Advisor / Consultant RIA | 188 | $6.4M | $19K |
| LAMPIRE BIOLOGICAL LABORATORIES,INC LAMPIRE BIOLOGICAL LABORATORIES, INC. 401(K) PLAN | PIPERSVILLE, PA | Advisor / Consultant RIA | 188 | $5.8M | $50K |
| EPIC LONG ISLAND, INC. EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN | EAST MEADOW, NY | Advisor / Consultant ADVISOR | 800 | $5.7M | $17K |
| MOSAIC HEALTH ROCHESTER PRIMARY CARE NETWORK 403(B) PLAN | ROCHESTER, NY | Advisor / Consultant ADVISORY FEE | 149 | $5.1M | $15K |
| LAMPIRE BIOLOGICAL LABORATORIES,INC LAMPIRE BIOLOGICAL LABORATORIES, INC. 401(K) PLAN | PIPERSVILLE, PA | Advisor / Consultant RIA | 162 | $5.0M | $18K |
| COMMUNITY LIVING CONNECTIONS, INC. COMMUNITY LIVING CONNECTIONS INC 401K | MADISON, WI | Advisor / Consultant ADVISOR | 155 | $4.9M | $15K |
| THOMPSON AUTOMOTIVE OF DUNDALK, INC THOMPSON AUTOMOTIVE GROUP 401(K) PLAN | BALTIMORE, MD | Other INV. ADV. | 46 | $4.8M | $9K |
| COMMUNITY LIVING CONNECTIONS, INC. COMMUNITY LIVING CONNECTIONS, INC. 401(K) RETIREMENT PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 168 | $4.7M | $18K |
| DISCOUNT DRUGS WISCONSIN, INC. DISCOUNT DRUGS WISCONSIN, INC. 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING, MD | Advisor / Consultant RIA | 97 | $4.6M | $6K |
| DRS BURROW WELCHEL & CULP PA DRS BURROW WELCHEL & CULP PA 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE, NC | Advisor / Consultant ADVISOR | 191 | $3.8M | $14K |
| ADVENIR LIVING, LLC ADVENIR 401(K) PLAN | AVENTURA, FL | Other INVESTMENT/FINANCIAL ADVI | 258 | $3.7M | $16K |
| EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST | FRANKFORT, NY | Other NONE | 1,022 | $3.6M | $206K |
| EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST | FRANKFORT, NY | Other NONE | 1,102 | $3.4M | $160K |
| EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION WELFARE TRUST | FRANKFORT, NY | Other NONE | 1,003 | $3.2M | $220K |
| THE COUNCIL OF SOUTHEAST PENNSYLVANIA, INC. 403(B) THRIFT PLAN OF THE COUNCIL OF SOUTHEAST PENNSYLVANIA, INC. | DOYLESTOWN, PA | Advisor / Consultant FINANCIAL ADVISOR | 83 | $3.1M | $6K |
| LM FOODS LLC LM FOODS LLC 401(K) PROFIT SHARING PLAN & TRUST | CARTERET, NJ | Advisor / Consultant ADVISOR | 157 | $3.0M | $6K |
| ADVENIR LIVING, LLC ADVENIR 401(K) PLAN | AVENTURA, FL | Other INVESTMENT/FINANCIAL ADVI | 286 | $2.8M | $7K |
| CURRENT ELECTRIC CURRENT ELECTRIC 401(K) PROFIT SHARING PLAN & TRUST | WAUWATOSA, WI | Advisor / Consultant ADVISOR | 126 | $2.8M | $13K |
| STARMOUNT MANAGEMENT LLC STARMOUNT MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE, NC | Advisor / Consultant ADVISOR | 87 | $2.7M | $16K |
| STARMOUNT MANAGEMENT LLC STARMOUNT MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE, NC | Advisor / Consultant ADVISOR | 236 | $2.1M | $13K |
| TREKKER DISTRIBUTOR INC TREKKER DISTRIBUTOR INC 401(K) PLAN | DAVIE, FL | Other INVESTMENT/FINANCIAL ADVI | 130 | $1.5M | $6K |
| CARING MISSION HOME CARE, LP CARING MISSION HOME CARE, LP 401(K) PLAN | WASHINGTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 14 | $1.4M | $6K |
| TREKKER DISTRIBUTOR INC TREKKER DISTRIBUTOR INC 401(K) PLAN | DAVIE, FL | Other INVESTMENT/FINANCIAL ADVI | 129 | $1.2M | $5K |
| RESOLUTE TECHNOLOGIES, LLC RESOLUTE TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $72K |
| RACINE DENTAL GROUP, S.C. RACINE DENTAL GROUP, S.C. 401(K) PROFIT SHARING PLAN & TRUST | RACINE, WI | Advisor / Consultant ADVISORY | 0 | $0 | $39K |
| INVESTORS BANK INVESTORS BANK EMPLOYEE 401(K) PLAN | SHORT HILLS, NJ | Advisor / Consultant INVEST ADVI/CONSULTANT | 0 | $0 | $46K |