| 401(k) Generation | Recordkeeping and administration | 42 | 17 | $719K |
|---|
| Acadian Asset Management LLC | Investment advisory and management | 57 | 26 | $29.5M |
|---|
| Accelerate Investment Advisors LLC | Investment advisory and management | 55 | 6 | $2.0M |
|---|
| Access Retirement Services, LLC | Recordkeeping and administration | 29 | 4 | $404K |
|---|
| Acec Retirement Trust | Other services | 42 | 21 | $2.1M |
|---|
| Actuarial Benefits Corp. | Recordkeeping and administration | 66 | 5 | $1.6M |
|---|
| Actuarial Consulting Services, Inc. | Recordkeeping and administration | 30 | 3 | $579K |
|---|
| Acuff & Associates, Inc. | Recordkeeping and administration | 44 | 9 | $683K |
|---|
| Admin. Group, LLC DBA Tag Resources | Recordkeeping and administration | 126 | 36 | $3.5M |
|---|
| Admin. Group, LLC DBA Tag Resources | Recordkeeping and administration | 26 | 17 | $800K |
|---|
| Administrative Fiduciary Services | Other services | 27 | 11 | $524K |
|---|
| Admin Partners LLC | Recordkeeping and administration | 26 | 16 | $354K |
|---|
| ADP Broker-Dealer | Other services | 2,184 | 50 | $289K |
|---|
| ADP, Inc. | Recordkeeping and administration | 4,341 | 52 | $119M |
|---|
| Advanced Capital Group | Investment advisory and management | 39 | 9 | $1.5M |
|---|
| Advus Financial Partners LLC | Investment advisory and management | 32 | 8 | $1.2M |
|---|
| Aetna Life Insurance Company | Recordkeeping and administration | 39 | 19 | $5.0M |
|---|
| Agilis Partners LLC | Investment advisory and management | 32 | 13 | $5.8M |
|---|
| Alan Biller & Associates | Investment advisory and management | 53 | 14 | $22.1M |
|---|
| Alera Investment Advisors | Investment advisory and management | 39 | 16 | $1.1M |
|---|
| Alera Investment Advisors, LLC | Investment advisory and management | 59 | 19 | $1.7M |
|---|
| Alerus Financial | Recordkeeping and administration | 32 | 14 | $901K |
|---|
| Alerus Financial, N.A. | Recordkeeping and administration | 398 | 39 | $18.6M |
|---|
| Alerus Investment Advisors, Inc. | Investment advisory and management | 26 | 15 | $452K |
|---|
| Alight Solutions LLC | Recordkeeping and administration | 251 | 30 | $285M |
|---|
| Alight Solutions LLC | Recordkeeping and administration | 81 | 26 | $32.1M |
|---|
| Alliance Benefit Group of Houston | Recordkeeping and administration | 45 | 8 | $927K |
|---|
| AllianceBernstein LP | Investment advisory and management | 112 | 30 | $15.4M |
|---|
| Alliance Pension Consultants, LLC | Recordkeeping and administration | 58 | 14 | $2.5M |
|---|
| Alliant Insurance Services Inc. DBA | Investment advisory and management | 47 | 16 | $1.8M |
|---|
| Alliant Retirement Services | Investment advisory and management | 243 | 40 | $9.1M |
|---|
| Allspring Global Funds | Investment advisory and management | 34 | 21 | $252K |
|---|
| Allspring Global Investments | Investment advisory and management | 38 | 21 | $7.2M |
|---|
| Alston & Bird LLP | Legal | 26 | 11 | $2.9M |
|---|
| Amalgamated Bank | Investment advisory and management | 123 | 19 | $6.7M |
|---|
| Amalgamated Bank of Chicago | Investment advisory and management | 56 | 11 | $4.4M |
|---|
| American Beacon Funds | Investment advisory and management | 29 | 16 | $0 |
|---|
| American Century Investment Managem | Investment advisory and management | 26 | 4 | $0 |
|---|
| American Century Investment Managem | Investment advisory and management | 46 | 22 | $89K |
|---|
| American Funds | Investment advisory and management | 210 | 40 | $697K |
|---|
| American Funds | Recordkeeping and administration | 72 | 24 | $572K |
|---|
| American Graphics Printing Co. | Other services | 27 | 6 | $528K |
|---|
| American Realty Advisors | Investment advisory and management | 96 | 22 | $18.9M |
|---|
| Americantcs Fiduciary Services, LLC | Recordkeeping and administration | 25 | 9 | $653K |
|---|
| American Trust Company | Recordkeeping and administration | 108 | 30 | $4.8M |
|---|
| American United Life Insurance Co. | Recordkeeping and administration | 615 | 45 | $27.7M |
|---|
| Ameriprise Financial | Other services | 108 | 34 | $2.9M |
|---|
| Ameriprise Financial Services Inc. | Other services | 30 | 18 | $534K |
|---|
| Ameriprise Financial Services Inc. | Other services | 143 | 31 | $5.3M |
|---|
| Ameritas Life Insurance Corp. | Recordkeeping and administration | 228 | 39 | $10.4M |
|---|
| Anders Minkler Huber & Helm LLP | Accounting and auditing | 42 | 6 | $1.3M |
|---|
| Aon Consulting | Actuarial | 442 | 42 | $152M |
|---|
| Aon Investments USA Inc. | Investment advisory and management | 237 | 38 | $42.8M |
|---|
| Aprio LLP | Accounting and auditing | 40 | 8 | $837K |
|---|
| Aristotle Capital Management | Investment advisory and management | 27 | 12 | $4.6M |
|---|
| Armanino LLP | Accounting and auditing | 76 | 11 | $1.6M |
|---|
| Armanino LLP | Accounting and auditing | 28 | 8 | $581K |
|---|
| Arrowstreet Capital | Investment advisory and management | 37 | 16 | $44.4M |
|---|
| Artisan Partners | Investment advisory and management | 25 | 13 | $22.6M |
|---|
| Asb Capital Management | Investment advisory and management | 95 | 24 | $15.2M |
|---|
| Ascensus LLC | Recordkeeping and administration | 1,203 | 52 | $31.3M |
|---|
| Asc Trust, LLC | Recordkeeping and administration | 26 | 1 | $1.9M |
|---|
| Associated Pension Consultants | Recordkeeping and administration | 79 | 11 | $941K |
|---|
| Associated Trust Company, N.A. | Recordkeeping and administration | 119 | 7 | $10.5M |
|---|
| Assurance Dimensions | Accounting and auditing | 30 | 10 | $287K |
|---|
| Assuredpartners Capital Inc. | Investment advisory and management | 40 | 14 | $891K |
|---|
| Atalanta Sosnoff Capital LLC | Investment advisory and management | 30 | 8 | $6.6M |
|---|
| At Investment Advisers Inc. | Investment advisory and management | 31 | 11 | $1.4M |
|---|
| Atlantic Pension Services, Inc. | Recordkeeping and administration | 29 | 7 | $326K |
|---|
| At Retirement Services, LLC | Recordkeeping and administration | 92 | 28 | $3.7M |
|---|
| Avantax Retirement Plan Services | Recordkeeping and administration | 33 | 13 | $2.3M |
|---|
| Axa Equitable Life Insurance Co. | Recordkeeping and administration | 130 | 32 | $6.3M |
|---|
| Baker Tilly US, LLP | Accounting and auditing | 138 | 28 | $3.1M |
|---|
| Baker Tilly US, LLP | Accounting and auditing | 232 | 31 | $4.9M |
|---|
| Bank of America | Trustee and custodial | 153 | 29 | $14.7M |
|---|
| BDO USA, P.C. | Accounting and auditing | 311 | 28 | $12.3M |
|---|
| Bell Bank | Recordkeeping and administration | 30 | 2 | $1.4M |
|---|
| Benda, Grace, Stulz & Company, P.C. | Accounting and auditing | 28 | 3 | $477K |
|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping and administration | 225 | 35 | $12.1M |
|---|
| Benefit Plans, Inc. | Recordkeeping and administration | 36 | 4 | $582K |
|---|
| Benefit Plans Plus, LLC | Recordkeeping and administration | 67 | 11 | $775K |
|---|
| Benefits Administrators, LLC | Recordkeeping and administration | 26 | 5 | $281K |
|---|
| Benefits Management Group, Inc. | Recordkeeping and administration | 25 | 3 | $2.3M |
|---|
| Benefit Trust Company | Trustee and custodial | 149 | 32 | $1.9M |
|---|
| Benesys, Inc. | Recordkeeping and administration | 177 | 21 | $28.3M |
|---|
| Betterment for Business, LLC | Recordkeeping and administration | 129 | 28 | $3.1M |
|---|
| BFSG LLC | Investment advisory and management | 31 | 4 | $1.3M |
|---|
| BKS Financial Investments LLC | Investment advisory and management | 45 | 14 | $1.7M |
|---|
| BlackRock Financial Management, Inc. | Investment advisory and management | 57 | 15 | $38.1M |
|---|
| BlackRock Funds | Investment advisory and management | 81 | 28 | $0 |
|---|
| BlackRock Institutional Trust Co. | Investment advisory and management | 276 | 40 | $77.3M |
|---|
| Blitman & King | Legal | 56 | 4 | $2.3M |
|---|
| Blue Chip Retirement Plans, Inc. | Recordkeeping and administration | 48 | 6 | $599K |
|---|
| Blue & Co., LLC | Accounting and auditing | 25 | 4 | $458K |
|---|
| Blue Ridge ESOP Associates | Recordkeeping and administration | 128 | 35 | $4.4M |
|---|
| BMO Harris Bank | Trustee and custodial | 25 | 11 | $1.0M |
|---|
| BNY Mellon | Investment advisory and management | 62 | 23 | $6.7M |
|---|
| Bokf, NA | Recordkeeping and administration | 186 | 18 | $9.6M |
|---|
| Bonadio & Co., LLP | Accounting and auditing | 92 | 11 | $2.0M |
|---|
| Boston Partners | Investment advisory and management | 55 | 21 | $19.1M |
|---|
| Boston Trust Walden Company | Investment advisory and management | 35 | 15 | $4.8M |
|---|
| Boyd Watterson Asset Management | Investment advisory and management | 79 | 13 | $10.9M |
|---|
| Bpas Actuarial & Pension Services | Consulting | 30 | 6 | $1.6M |
|---|
| BPPR - Popular Fiduciary Services | Recordkeeping and administration | 93 | 15 | $4.8M |
|---|
| Bridgeway Benefit Technologies | Recordkeeping and administration | 159 | 19 | $11.9M |
|---|
| Brinker Capital Investments | Investment advisory and management | 26 | 15 | $624K |
|---|
| Buck Global, LLC | Actuarial | 101 | 26 | $33.8M |
|---|
| Burke Group | Recordkeeping and administration | 26 | 3 | $2.1M |
|---|
| Cadaret Grant & Co. Inc. | Investment advisory and management | 40 | 9 | $1.3M |
|---|
| Calibre CPA Group, PLLC | Accounting and auditing | 169 | 19 | $9.9M |
|---|
| Callan LLC | Consulting | 49 | 20 | $6.2M |
|---|
| Cambridge Associates LLC | Investment advisory and management | 50 | 15 | $20.3M |
|---|
| Cambridge Investment Group | Investment advisory and management | 61 | 20 | $1.1M |
|---|
| Cambridge Investment Research | Investment advisory and management | 267 | 39 | $8.8M |
|---|
| Cambridge Investment Research Advis | Investment advisory and management | 69 | 20 | $1.9M |
|---|
| Capfinancial Partners LLC | Investment advisory and management | 1,431 | 45 | $83.9M |
|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping and administration | 880 | 51 | $12.0M |
|---|
| Capital Strategies Investment Group | Investment advisory and management | 39 | 10 | $2.2M |
|---|
| CAPTRUST Investment Advisors | Investment advisory and management | 27 | 8 | $1.9M |
|---|
| Caron & Bletzer, PLLC | Accounting and auditing | 199 | 23 | $3.1M |
|---|
| Carr, Riggs & Ingram, LLC | Accounting and auditing | 29 | 8 | $752K |
|---|
| CBIZ Benefits & Insurance Services | Recordkeeping and administration | 234 | 33 | $10.9M |
|---|
| CBIZ CPAS P.C. | Accounting and auditing | 198 | 29 | $5.4M |
|---|
| CBIZ Financial Solutions Inc. | Investment advisory and management | 27 | 13 | $1.4M |
|---|
| CBIZ Investment Advisory Services | Investment advisory and management | 239 | 33 | $9.9M |
|---|
| Cerity Partners LLC | Investment advisory and management | 51 | 14 | $2.5M |
|---|
| Cerity Partners Retirement Plan | Investment advisory and management | 82 | 22 | $3.5M |
|---|
| Cetera Advisor Networks LLC | Investment advisory and management | 140 | 38 | $4.3M |
|---|
| Cetera Advisors LLC | Investment advisory and management | 68 | 28 | $1.5M |
|---|
| Cetera Investment Advisers LLC | Investment advisory and management | 257 | 42 | $8.2M |
|---|
| Charles Schwab | Trustee and custodial | 39 | 18 | $531K |
|---|
| Charles Schwab Bank | Trustee and custodial | 211 | 38 | $3.2M |
|---|
| Charles Schwab & Co., Inc. | Insurance and brokerage | 1,748 | 52 | $7.7M |
|---|
| Charles Schwab Investment MGMT Inc. | Insurance and brokerage | 57 | 19 | $123K |
|---|
| Charles Schwab Trust Bank | Trustee and custodial | 725 | 48 | $10.8M |
|---|
| Chartwell Investment Partners | Investment advisory and management | 60 | 18 | $6.2M |
|---|
| Cheiron | Actuarial | 90 | 21 | $12.9M |
|---|
| Cherry Bekaert LLP | Accounting and auditing | 69 | 15 | $1.3M |
|---|
| Chevy Chase Trust Company | Investment advisory and management | 52 | 21 | $5.7M |
|---|
| Christensen Group Financial LLC | Investment advisory and management | 54 | 7 | $1.4M |
|---|
| Citrin Cooperman & Company LLP | Accounting and auditing | 60 | 12 | $1.4M |
|---|
| Clark, Schaefer, Hackett & Co. | Accounting and auditing | 68 | 11 | $1.4M |
|---|
| Clearstead Advisors, LLC | Investment advisory and management | 39 | 10 | $1.9M |
|---|
| CliftonLarsonAllen LLP | Accounting and auditing | 513 | 40 | $11.1M |
|---|
| CMFG Life Insurance Company | Recordkeeping and administration | 187 | 41 | $20.5M |
|---|
| Coastal Pension Services | Recordkeeping and administration | 42 | 10 | $569K |
|---|
| Cohen & Steers Funds | Investment advisory and management | 55 | 24 | $6,346 |
|---|
| Cohen Weiss and Simon LLP | Legal | 35 | 6 | $2.9M |
|---|
| Cohnreznick LLP | Accounting and auditing | 84 | 12 | $2.3M |
|---|
| Cohnreznick LLP | Accounting and auditing | 53 | 13 | $1.7M |
|---|
| Columbia Funds | Investment advisory and management | 56 | 23 | $0 |
|---|
| Columbia Management Investment Advi | Investment advisory and management | 33 | 12 | $13.4M |
|---|
| Comerica Bank | Trustee and custodial | 103 | 22 | $6.9M |
|---|
| Commerce Bank | Investment advisory and management | 40 | 7 | $3.5M |
|---|
| Commonwealth Financial Network | Investment advisory and management | 523 | 44 | $18.7M |
|---|
| Compass 360, LLC | Recordkeeping and administration | 46 | 15 | $952K |
|---|
| Concurrent Investment Advisors LLC | Investment advisory and management | 87 | 17 | $2.9M |
|---|
| Cook Street Consulting | Investment advisory and management | 81 | 21 | $3.6M |
|---|
| Corient Private Wealth LLC | Investment advisory and management | 32 | 12 | $852K |
|---|
| Cornerstone Advisors Asset MGMT | Investment advisory and management | 30 | 6 | $1.5M |
|---|
| Cota Street Investment Management | Investment advisory and management | 38 | 12 | $1.0M |
|---|
| Coulter & Justus | Accounting and auditing | 35 | 17 | $359K |
|---|
| Cpi Qualified Plan Consultants, Inc. | Recordkeeping and administration | 128 | 38 | $3.1M |
|---|
| Creative Planning Holdco LLC DBA CR | Investment advisory and management | 51 | 17 | $2.2M |
|---|
| Creative Planning, Inc. | Investment advisory and management | 388 | 39 | $20.1M |
|---|
| Creative Planning LLC | Investment advisory and management | 729 | 45 | $29.4M |
|---|
| Creative Retirement Systems, Inc. | Recordkeeping and administration | 89 | 14 | $755K |
|---|
| Crowe LLP | Accounting and auditing | 257 | 30 | $7.9M |
|---|
| CWM LLC | Investment advisory and management | 40 | 15 | $1.6M |
|---|
| Da Davidson & Co. | Investment advisory and management | 70 | 11 | $2.5M |
|---|
| Definiti LLC | Recordkeeping and administration | 250 | 35 | $4.3M |
|---|
| Deloitte Tax LLP | Accounting and auditing | 37 | 14 | $1.7M |
|---|
| Deloitte & Touche LLP | Accounting and auditing | 138 | 31 | $9.8M |
|---|
| Dimensional Funds | Investment advisory and management | 81 | 30 | $0 |
|---|
| Dodge & Cox | Investment advisory and management | 141 | 30 | $36.2M |
|---|
| Doeren Mayhew Assurance | Accounting and auditing | 35 | 10 | $592K |
|---|
| Dunbar, Bender & Zapf, Inc. | Recordkeeping and administration | 71 | 12 | $947K |
|---|
| DWC Erisa Consultants LLC | Recordkeeping and administration | 76 | 27 | $1.4M |
|---|
| Dyatech LLC | Recordkeeping and administration | 27 | 18 | $168K |
|---|
| Eagleasset | Investment advisory and management | 33 | 20 | $0 |
|---|
| Eagle Capital Management, LLC | Investment advisory and management | 37 | 15 | $15.0M |
|---|
| Earnest Partners, LLC | Investment advisory and management | 36 | 16 | $10.5M |
|---|
| Economic Group Pension Services | Recordkeeping and administration | 122 | 24 | $1.7M |
|---|
| Economic Group Pension Services | Recordkeeping and administration | 27 | 14 | $206K |
|---|
| Edelman Financial Engines, LLC | Investment advisory and management | 101 | 30 | $44.5M |
|---|
| Edward Jones | Investment advisory and management | 588 | 48 | $16.5M |
|---|
| Eide Bailly LLP | Accounting and auditing | 127 | 25 | $5.3M |
|---|
| EisnerAmper LLP | Accounting and auditing | 80 | 14 | $2.0M |
|---|
| Ekon Benefits | Recordkeeping and administration | 32 | 2 | $1.5M |
|---|
| Employee Benefits Group, LLC | Recordkeeping and administration | 28 | 4 | $368K |
|---|
| Employee Fiduciary, LLC | Recordkeeping and administration | 28 | 14 | $464K |
|---|
| Empower Advisory Group, LLC | Investment advisory and management | 4,737 | 52 | $154M |
|---|
| Empower Annuity Insurance Company | Recordkeeping and administration | 553 | 44 | $84.7M |
|---|
| Empower Annuity Insurance Company | Recordkeeping and administration | 42 | 23 | $5.9M |
|---|
| Empower Annuity Insurance Company O | Recordkeeping and administration | 8,831 | 52 | $581M |
|---|
| Empower Financial Services, Inc. | Insurance and brokerage | 286 | 44 | $472K |
|---|
| Empower Life & Annuity Ins Co. of NY | Recordkeeping and administration | 37 | 4 | $2.0M |
|---|
| Envestnet Asset Management Inc. | Investment advisory and management | 50 | 24 | $1.1M |
|---|
| Envestnet Retirement Solutions, LLC | Other services | 180 | 39 | $819K |
|---|
| Epic Retirement Plan Services | Recordkeeping and administration | 319 | 42 | $9.7M |
|---|
| Equitable Advisors LLC | Investment advisory and management | 30 | 11 | $1.2M |
|---|
| Equitable Advisors LLC | Investment advisory and management | 123 | 26 | $4.2M |
|---|
| Erisa Fiduciary Services, Inc. | Recordkeeping and administration | 80 | 27 | $725K |
|---|
| Erisa Services, Inc. | Recordkeeping and administration | 94 | 16 | $1.5M |
|---|
| Ernst & Young LLP | Accounting and auditing | 177 | 33 | $12.1M |
|---|
| Everhart Advisors | Investment advisory and management | 93 | 9 | $3.0M |
|---|
| Faircourt Partners LLC | Investment advisory and management | 34 | 17 | $2.5M |
|---|
| Fidelity Institutional Asset MGMT | Investment advisory and management | 47 | 20 | $8.5M |
|---|
| Fidelity Institutional Asset MGMT | Investment advisory and management | 29 | 17 | $9.6M |
|---|
| Fidelity Investments Institutional | Recordkeeping and administration | 11,820 | 52 | $971M |
|---|
| Fidelity Management & Research Comp | Investment advisory and management | 41 | 6 | $20K |
|---|
| Fidelity Workplace Services LLC | Recordkeeping and administration | 278 | 42 | $47.7M |
|---|
| Fid MGMT Trust Co. | Recordkeeping and administration | 42 | 19 | $12.3M |
|---|
| Fiducient Advisors LLC | Investment advisory and management | 396 | 35 | $19.8M |
|---|
| Fifth Third Bank | Investment advisory and management | 134 | 16 | $3.5M |
|---|
| Financial Engines | Investment advisory and management | 83 | 26 | $74.1M |
|---|
| First Actuarial Consulting, Inc. | Actuarial | 36 | 3 | $1.7M |
|---|
| First Citizens Bank and Trust Compa | Investment advisory and management | 33 | 7 | $1.1M |
|---|
| First Hawaiian Bank | Trustee and custodial | 36 | 2 | $3.8M |
|---|
| First Horizon Advisors Inc. | Investment advisory and management | 36 | 9 | $1.5M |
|---|
| First National Trust Company | Investment advisory and management | 40 | 6 | $1.7M |
|---|
| First State Trust Company | Trustee and custodial | 40 | 16 | $1.3M |
|---|
| Fisher Investments | Investment advisory and management | 117 | 32 | $5.9M |
|---|
| Flexpath Strategies, LLC | Investment advisory and management | 47 | 23 | $978K |
|---|
| Florida Retirement Consultants | Recordkeeping and administration | 37 | 2 | $882K |
|---|
| Foley & Lardner LLP | Legal | 28 | 7 | $885K |
|---|
| Forest Capital Management LLC | Investment advisory and management | 35 | 14 | $1.7M |
|---|
| Forusall, Inc. | Recordkeeping and administration | 56 | 21 | $1.9M |
|---|
| Forvis Mazars, LLP | Accounting and auditing | 411 | 40 | $9.8M |
|---|
| Foundry Partners LLC | Investment advisory and management | 40 | 17 | $8.0M |
|---|
| Francis LLC | Investment advisory and management | 54 | 4 | $3.8M |
|---|
| Franklin Templeton | Investment advisory and management | 36 | 20 | $1.3M |
|---|
| Frazier & Deeter | Accounting and auditing | 27 | 8 | $453K |
|---|
| Frost Bank | Investment advisory and management | 32 | 1 | $1.0M |
|---|
| Fulton Bank, N.A. | Recordkeeping and administration | 56 | 3 | $4.3M |
|---|
| Future Capital | Investment advisory and management | 38 | 16 | $1.4M |
|---|
| Futureplan by Ascensus | Recordkeeping and administration | 602 | 46 | $10.1M |
|---|
| Gallagher Fiduciary Advisors, LLC | Investment advisory and management | 703 | 46 | $27.4M |
|---|
| GJC Cpa's & Advisors | Accounting and auditing | 26 | 1 | $476K |
|---|
| Global Retirement Partners LLC | Investment advisory and management | 2,004 | 48 | $68.3M |
|---|
| Goldman Sachs Asset Management | Investment advisory and management | 128 | 28 | $39.9M |
|---|
| Gould, Kobrick & Schlapp, P.C. | Accounting and auditing | 27 | 2 | $754K |
|---|
| Grant Thornton LLP | Accounting and auditing | 255 | 30 | $8.7M |
|---|
| Great Lakes Advisors, LLC | Investment advisory and management | 36 | 14 | $6.9M |
|---|
| Greenleaf Trust | Recordkeeping and administration | 38 | 2 | $11.2M |
|---|
| Greenspring Advisors, LLC | Recordkeeping and administration | 55 | 10 | $1.9M |
|---|
| Gregory J Schwartz & Company Inc. | Investment advisory and management | 57 | 5 | $3.7M |
|---|
| Groom Law Group | Legal | 92 | 24 | $13.4M |
|---|
| Guideline, Inc. | Recordkeeping and administration | 207 | 32 | $2.0M |
|---|
| Gusto Investment Services, LLC | Investment advisory and management | 44 | 13 | $371K |
|---|
| Hamilton Lane Advisors, LLC | Investment advisory and management | 45 | 15 | $18.6M |
|---|
| Hancock Whitney Bank | Investment advisory and management | 29 | 7 | $1.1M |
|---|
| Hardman Johnston Global Advisors | Investment advisory and management | 57 | 14 | $8.8M |
|---|
| Hauser Retirement Solutions 2 LLC | Investment advisory and management | 32 | 17 | $1.0M |
|---|
| Healthcare Community Securities Cor | Investment advisory and management | 26 | 2 | $2.6M |
|---|
| Hicks Pension Services | Recordkeeping and administration | 26 | 3 | $293K |
|---|
| Hicks Pension Services | Recordkeeping and administration | 30 | 3 | $267K |
|---|
| Highland Capital Advisors, LLC | Investment advisory and management | 26 | 6 | $774K |
|---|
| Highland Consulting Associates | Investment advisory and management | 74 | 9 | $3.3M |
|---|
| Hightower Advisors LLC | Investment advisory and management | 75 | 22 | $3.2M |
|---|
| Hogantaylor LLP | Accounting and auditing | 31 | 4 | $611K |
|---|
| Holthouse Carlin & Van Trigt LLP | Accounting and auditing | 40 | 5 | $620K |
|---|
| Horan Securities Inc. | Investment advisory and management | 25 | 3 | $807K |
|---|
| Horizon Actuarial Services, LLC | Actuarial | 95 | 21 | $14.8M |
|---|
| Howard Simon & Associates, Inc. | Recordkeeping and administration | 25 | 5 | $647K |
|---|
| Hub Investment Advisors Inc. | Investment advisory and management | 28 | 4 | $940K |
|---|
| Hudson Edge Investment Partners Inc. | Investment advisory and management | 27 | 13 | $3.7M |
|---|
| Human Interest Advisor LLC | Recordkeeping and administration | 173 | 33 | $3.2M |
|---|
| Hunnex and Shoemaker, Inc. | Recordkeeping and administration | 76 | 13 | $946K |
|---|
| I.E. Shaffer & Co. | Recordkeeping and administration | 34 | 1 | $5.2M |
|---|
| Ima Advisory Services Inc. | Investment advisory and management | 64 | 14 | $2.2M |
|---|
| Income Research & Management | Investment advisory and management | 83 | 28 | $14.7M |
|---|
| Independent Financial Group LLC | Investment advisory and management | 41 | 7 | $1.2M |
|---|
| Independent Financial Partners | Investment advisory and management | 51 | 17 | $1.7M |
|---|
| Ingham & Company | Recordkeeping and administration | 25 | 4 | $2.2M |
|---|
| Innovest Portfolio Solutions LLC | Investment advisory and management | 31 | 10 | $1.2M |
|---|
| Insero & Co. CPAS, LLP | Accounting and auditing | 37 | 11 | $1.0M |
|---|
| Insight North America LLC | Investment advisory and management | 25 | 11 | $10.0M |
|---|
| Insperity Retirement Services | Recordkeeping and administration | 26 | 9 | $8.0M |
|---|
| Institutional Investment Consulting | Investment advisory and management | 27 | 10 | $1.0M |
|---|
| Intac Actuarial Services | Recordkeeping and administration | 51 | 8 | $543K |
|---|
| Intellicents Investment Solutions I | Investment advisory and management | 77 | 17 | $2.6M |
|---|
| Intercontinental Real Estate Corp. | Investment advisory and management | 97 | 22 | $15.4M |
|---|
| Intrust Bank, N.A. | Recordkeeping and administration | 51 | 6 | $3.2M |
|---|
| Invesco | Investment advisory and management | 63 | 24 | $357K |
|---|
| Invesco Advisers, Inc. | Investment advisory and management | 35 | 20 | $11.9M |
|---|
| Invesco Trust Company | Investment advisory and management | 38 | 18 | $5.3M |
|---|
| Investment Performance Services LLC | Investment advisory and management | 109 | 17 | $11.2M |
|---|
| Iron-Co-Fid-Index-Comprehensive | Investment advisory and management | 31 | 18 | $262K |
|---|
| Iron Fiduciary | Investment advisory and management | 83 | 30 | $513K |
|---|
| Janney Montgomery Scott LLC | Investment advisory and management | 77 | 22 | $4.4M |
|---|
| Janus Funds | Investment advisory and management | 36 | 19 | $121K |
|---|
| Jennison Associates LLC | Investment advisory and management | 57 | 19 | $46.6M |
|---|
| John Hancock Life Insurance Company | Recordkeeping and administration | 2,971 | 51 | $119M |
|---|
| John Hancock New York | Recordkeeping and administration | 94 | 10 | $1.9M |
|---|
| John Hancock Trust Company LLC | Recordkeeping and administration | 44 | 23 | $3.0M |
|---|
| Johnson Bank | Investment advisory and management | 43 | 3 | $1.8M |
|---|
| Johnson & Krol, LLC | Legal | 40 | 8 | $1.9M |
|---|
| JPMorgan Chase Bank, N.A. | Investment advisory and management | 220 | 34 | $81.9M |
|---|
| JPMorgan Invest Holdings LLC | Recordkeeping and administration | 445 | 41 | $8.3M |
|---|
| JP Morgan Investment Management Inc. | Investment advisory and management | 175 | 37 | $115M |
|---|
| JP Morgan Securities LLC | Investment advisory and management | 63 | 19 | $2.5M |
|---|
| July Business Services LLC | Recordkeeping and administration | 154 | 28 | $5.5M |
|---|
| Kathmere Capital Management | Investment advisory and management | 29 | 9 | $1.4M |
|---|
| Kestra Advisory Services, LLC | Investment advisory and management | 42 | 22 | $1.5M |
|---|
| Kestra Investment Services LLC | Investment advisory and management | 727 | 45 | $23.7M |
|---|
| Kestra Investment Services LLC | Other services | 129 | 27 | $3.3M |
|---|
| KPMG LLP | Accounting and auditing | 81 | 23 | $6.2M |
|---|
| Latitude Service Company Inc. | Recordkeeping and administration | 56 | 14 | $1.6M |
|---|
| Lawley Retirement Advisors LLC | Investment advisory and management | 37 | 2 | $818K |
|---|
| Lazard Asset Management LLC | Investment advisory and management | 44 | 20 | $8.1M |
|---|
| LBMC, PC | Accounting and auditing | 65 | 20 | $1.2M |
|---|
| LCG Associates, Inc. | Consulting | 26 | 7 | $2.2M |
|---|
| Leafhouse Financial Advisors, LLC | Investment advisory and management | 302 | 44 | $2.5M |
|---|
| Ledbetter Partners LLC | Legal | 57 | 7 | $1.3M |
|---|
| Legacy Professionals LLP | Recordkeeping and administration | 139 | 14 | $8.2M |
|---|
| Legal & General Investment | Investment advisory and management | 126 | 32 | $31.6M |
|---|
| Legg Mason | Investment advisory and management | 51 | 21 | $7.1M |
|---|
| Lincoln Investment Planning LLC | Investment advisory and management | 29 | 14 | $1.0M |
|---|
| Lincoln National Corporation | Recordkeeping and administration | 693 | 49 | $53.9M |
|---|
| Lincoln National Corporation | Recordkeeping and administration | 228 | 41 | $17.4M |
|---|
| Lion Street Advisors LLC | Investment advisory and management | 38 | 14 | $1.2M |
|---|
| Lockton Investment Advisors, LLC | Investment advisory and management | 32 | 12 | $1.2M |
|---|
| Loomis Sayles | Investment advisory and management | 197 | 31 | $65.9M |
|---|
| Loomis Sayles Trust Company | Investment advisory and management | 115 | 24 | $19.9M |
|---|
| Lord Abbett | Investment advisory and management | 26 | 18 | $159K |
|---|
| Lord Abbett & Co. LLC | Investment advisory and management | 29 | 9 | $6.8M |
|---|
| Loren D. Stark Company | Recordkeeping and administration | 66 | 14 | $612K |
|---|
| LPL Financial | Investment advisory and management | 1,218 | 50 | $40.6M |
|---|
| LPL Financial LLC | Investment advisory and management | 248 | 42 | $7.2M |
|---|
| LSV Asset Management | Investment advisory and management | 79 | 21 | $30.2M |
|---|
| Lutz & Company, PC | Accounting and auditing | 31 | 4 | $815K |
|---|
| M2B Retirement Consulting, LLC | Recordkeeping and administration | 58 | 8 | $443K |
|---|
| Mai Capital Management, LLC | Investment advisory and management | 49 | 13 | $1.3M |
|---|
| Manning & Napier | Investment advisory and management | 29 | 10 | $3.2M |
|---|
| Map Retirement Inc. | Recordkeeping and administration | 30 | 11 | $228K |
|---|
| Map Retirement USA LLC | Recordkeeping and administration | 57 | 14 | $712K |
|---|
| Marcum LLP | Accounting and auditing | 56 | 17 | $1.4M |
|---|
| Mariner Institutional, LLC | Investment advisory and management | 99 | 22 | $4.1M |
|---|
| Mariner Wealth Advisors, LLC | Investment advisory and management | 98 | 17 | $3.4M |
|---|
| Marquette Associates | Investment advisory and management | 143 | 23 | $11.4M |
|---|
| Matrix Trust Company | Trustee and custodial | 622 | 48 | $11.9M |
|---|
| McConnell & Jones LLP | Accounting and auditing | 46 | 8 | $1.4M |
|---|
| Meaden & Moore Ltd. | Accounting and auditing | 46 | 6 | $947K |
|---|
| Meketa Investment Group | Investment advisory and management | 85 | 21 | $16.4M |
|---|
| Melton & Melton LLP | Accounting and auditing | 33 | 1 | $693K |
|---|
| Members Capital Advisors, Inc. | Investment advisory and management | 112 | 32 | $3.2M |
|---|
| Mercer | Actuarial | 485 | 43 | $107M |
|---|
| Mercer Global Advisors Inc. | Investment advisory and management | 30 | 11 | $1.3M |
|---|
| Mercer Investment Consulting Inc. | Investment advisory and management | 47 | 21 | $9.8M |
|---|
| Mercer Investments LLC | Investment advisory and management | 383 | 46 | $69.4M |
|---|
| Mercer Investments LLC | Investment advisory and management | 82 | 25 | $6.2M |
|---|
| Merrill Lynch Life Agency, Inc. | Investment advisory and management | 101 | 30 | $3.4M |
|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory and management | 2,266 | 52 | $189M |
|---|
| Mesirow Financial, Inc. | Investment advisory and management | 170 | 33 | $3.1M |
|---|
| Mesirow Financial Investment Manage | Investment advisory and management | 153 | 32 | $4.9M |
|---|
| MetLife Investment Management | Investment advisory and management | 28 | 15 | $10.7M |
|---|
| MetLife Life Insurance Company | Recordkeeping and administration | 35 | 17 | $1.6M |
|---|
| Metro Benefits, Inc. | Recordkeeping and administration | 59 | 7 | $624K |
|---|
| Metropolitan Life Insurance Company | Recordkeeping and administration | 53 | 20 | $42.6M |
|---|
| Met West Funds | Investment advisory and management | 33 | 20 | $1.6M |
|---|
| MFS Funds | Investment advisory and management | 150 | 35 | $71K |
|---|
| M Holdings Securities Inc. | Investment advisory and management | 104 | 17 | $3.0M |
|---|
| Mid Atlantic Capital Corporation | Insurance and brokerage | 53 | 24 | $27K |
|---|
| Mid Atlantic Trust Company | Trustee and custodial | 34 | 18 | $835K |
|---|
| Midwest Institutional Trust Company | Trustee and custodial | 34 | 11 | $3.1M |
|---|
| Miller Kaplan Arase LLP | Accounting and auditing | 142 | 10 | $7.6M |
|---|
| Milliman, Inc. | Recordkeeping and administration | 607 | 49 | $88.6M |
|---|
| Minnesota Life Insurance Company | Recordkeeping and administration | 40 | 16 | $2.0M |
|---|
| Mitchell & Titus, LLP | Accounting and auditing | 33 | 5 | $1.2M |
|---|
| Mma Securities LLC | Investment advisory and management | 799 | 46 | $28.5M |
|---|
| MML Insurance Agency LLC | Other services | 49 | 23 | $910K |
|---|
| MML Investors Services LLC | Other services | 181 | 31 | $5.7M |
|---|
| Mmlis | Investment advisory and management | 213 | 37 | $7.8M |
|---|
| Moneta Group LLC | Investment advisory and management | 85 | 10 | $3.3M |
|---|
| Morgan Lewis & Bockius LLP | Legal | 134 | 25 | $10.3M |
|---|
| Morgan Stanley | Investment advisory and management | 877 | 50 | $56.4M |
|---|
| Morgan Stanley | Investment advisory and management | 87 | 24 | $7.1M |
|---|
| Morgan Stanley Insurance Services I | Other services | 70 | 26 | $1.1M |
|---|
| Morgan Stanley Smith Barney | Investment advisory and management | 26 | 11 | $3.1M |
|---|
| Morgan Stanley Smith Barney LLC | Investment advisory and management | 866 | 49 | $54.9M |
|---|
| Morgan Stanley Smith Barney LLC | Investment advisory and management | 162 | 30 | $23.5M |
|---|
| Morgan Stanley Smith Barney LLC | Investment advisory and management | 35 | 20 | $3.9M |
|---|
| Morgan Stanley Smith Barney LLC | Other services | 28 | 18 | $856K |
|---|
| Morningstar | Investment advisory and management | 399 | 40 | $5.9M |
|---|
| Morningstar Investment Management L | Investment advisory and management | 1,359 | 48 | $968K |
|---|
| Morningstar Investment Service | Investment advisory and management | 25 | 15 | $651K |
|---|
| Moss Adams LLP | Accounting and auditing | 255 | 27 | $7.5M |
|---|
| MSCS FS Div of Broadridge Bpo, LLC | Other services | 36 | 19 | $386K |
|---|
| MSPC | Accounting and auditing | 65 | 5 | $2.0M |
|---|
| M&T Bank | Investment advisory and management | 44 | 8 | $1.7M |
|---|
| Multnomah Group Inc. | Investment advisory and management | 64 | 9 | $2.1M |
|---|
| Mutual of America Investment Corp. | Recordkeeping and administration | 842 | 49 | $3.8M |
|---|
| Mutual of America Sec. Corp. LLC | Recordkeeping and administration | 140 | 38 | $5.0M |
|---|
| MVP Plan Administrators, Inc. | Recordkeeping and administration | 41 | 10 | $1.7M |
|---|
| My Benefits, LLC | Recordkeeping and administration | 30 | 10 | $295K |
|---|
| National Benefit Services, LLC | Recordkeeping and administration | 81 | 19 | $2.7M |
|---|
| National Employee Benefits Administ | Recordkeeping and administration | 29 | 3 | $3.4M |
|---|
| National Financial Services | Insurance and brokerage | 671 | 47 | $2.1M |
|---|
| National Investment Services | Investment advisory and management | 87 | 19 | $16.4M |
|---|