United Airlines Pilot Retirement Account Plan
Sponsored by United Airlines, Inc. · EIN 742099724 · Plan #202
- Total assets
- $16.8B
- Net assets
- $16.8B
- Active participants
- 17,444
- With balances
- 20,025
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| O'hagan Group, Inc. CRD 315389 | deterministic · 100% | 2024 |
| Johnson Wealth Inc. CRD 125557 | deterministic · 100% | 2024 |
| United Wealth Management, Llc CRD 133986 | deterministic · 100% | 2024 |
| Parsons Capital Management Inc CRD 106295 | fuzzy_auto · 95% | 2024 |
| Solitude Financial Services, Inc. CRD 150348 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Aviator Financial Consulting Llc CRD 307799 | fuzzy_auto · 99% | 2024 |
| Total Investment Management, Inc. CRD 108818 | fuzzy_auto · 98% | 2024 |
| Avion Wealth, Llc CRD 134242 | deterministic · 100% | 2024 |
| Act Wealth Management, Llc CRD 155131 | deterministic · 100% | 2024 |
| Symphony Financial, Ltd. Co. CRD 171816 | deterministic · 100% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 96% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | fuzzy_auto · 98% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Saint Francis Capital, Llc CRD 165376 | deterministic · 100% | 2024 |
| Seraphim Wealth Advisors, Inc. CRD 309457 | deterministic · 100% | 2024 |
| White Wing Wealth Management, Llc CRD 226524 | fuzzy_auto · 99% | 2024 |
| Smartx Advisory Solutions Llc CRD 297680 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Woodley Farra Manion Portfolio Management Inc CRD 107660 | fuzzy_auto · 95% | 2024 |
| Oarsman Capital, Inc CRD 109993 | deterministic · 100% | 2024 |
| Bonfire Financial, Llc CRD 288522 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Centaurus Financial, Inc. CRD 30833 | deterministic · 100% | 2024 |
| Wisdom Wealth Strategies, Llc CRD 170230 | deterministic · 100% | 2024 |
| Axxcess Wealth Management, Llc CRD 164081 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| American Money Management, Llc CRD 115357 | deterministic · 100% | 2024 |
| Eversource Wealth Advisors, Llc CRD 286340 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Matson Money, Inc. CRD 110425 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| Parallel Advisors, Llc CRD 140800 | deterministic · 100% | 2024 |
| Godsey & Gibb Inc CRD 105650 | fuzzy_auto · 95% | 2024 |
| Brookstone Capital Management Llc CRD 141413 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Regal Investment Advisors Llc CRD 125004 | deterministic · 100% | 2024 |
| Talis Advisory Services, Llc CRD 135145 | deterministic · 100% | 2024 |
| Pacific Financial Group,Llc CRD 143041 | deterministic · 100% | 2024 |
| Private Capital Management, Llc CRD 169172 | deterministic · 100% | 2024 |
| First Foundation Advisors CRD 106075 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Balboa Wealth Partners, Inc. CRD 282329 | deterministic · 100% | 2024 |
| Toth Financial Advisory Corp CRD 104952 | deterministic · 100% | 2024 |
| Manhattan West Asset Management, Llc CRD 283630 | fuzzy_auto · 99% | 2024 |
| Stratos Wealth Partners, Ltd CRD 153184 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Bellingham Capital Management, Inc. CRD 151684 | deterministic · 100% | 2024 |
| Mpi Wealth Management Llc CRD 301011 | deterministic · 100% | 2024 |
| Index Fund Advisors, Inc. CRD 109143 | deterministic · 100% | 2024 |
| Graver Capital Management, Llc CRD 312515 | deterministic · 100% | 2024 |
| Errol Martin CRD 131633 | deterministic · 100% | 2024 |
| Martel Wealth Advisors, Llc CRD 296896 | deterministic · 100% | 2024 |
| Wespac Advisors Socal, Llc CRD 158413 | fuzzy_auto · 96% | 2024 |
| Manchester Financial Inc CRD 106071 | deterministic · 100% | 2024 |
| Stoker Ostler Wealth Advisors, Inc. CRD 111320 | deterministic · 100% | 2024 |
| Heritage Investment Group, Inc. CRD 113204 | deterministic · 100% | 2024 |
| Alpha Financial Management, Inc. CRD 125800 | deterministic · 100% | 2024 |
| Kozak & Tripp Private Asset Management, Inc. CRD 298353 | fuzzy_auto · 94% | 2024 |
| Cibc Private Wealth Advisors, Inc. CRD 109644 | fuzzy_auto · 99% | 2024 |
| Zhang Financial Llc CRD 159257 | deterministic · 100% | 2024 |
| Mission Wealth Management, Lp CRD 113057 | deterministic · 100% | 2024 |
| The Mather Group, Llc CRD 156005 | deterministic · 100% | 2024 |
| Hedeker Wealth Llc CRD 124341 | deterministic · 100% | 2024 |
| Vomund Investment Management, Llc CRD 108137 | fuzzy_auto · 96% | 2024 |
| Fortune Wealth Management, Llc CRD 157832 | deterministic · 100% | 2024 |
| Latitude Advisors, Llc CRD 151001 | deterministic · 100% | 2024 |
| Avior Wealth Management, Llc CRD 148674 | deterministic · 100% | 2024 |
| Cookson Peirce & Co Inc CRD 110729 | fuzzy_auto · 96% | 2024 |
| The Private Investment Group, Inc. CRD 128876 | fuzzy_auto · 98% | 2024 |
| Integrated Advisors Network Llc CRD 171991 | fuzzy_auto · 98% | 2024 |
| Halter Ferguson Financial Inc CRD 109563 | deterministic · 100% | 2024 |
| Mldl Holdings Llc CRD 288252 | deterministic · 100% | 2024 |
| Normandy Capital Management, Llc CRD 142315 | deterministic · 100% | 2024 |
| Northcoast Asset Management Llc CRD 282241 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Team Hewins, Llc CRD 291194 | deterministic · 100% | 2024 |
| River Wealth Advisors Llc CRD 173767 | deterministic · 100% | 2024 |
| Kcr Wealth Management, Llc CRD 170798 | deterministic · 100% | 2024 |
| Spire Wealth Management, Llc CRD 113908 | deterministic · 100% | 2024 |
| Rg Financial, Llc CRD 311162 | deterministic · 100% | 2024 |
| Sentinel Wealth Management, Inc. CRD 122235 | deterministic · 100% | 2024 |
| Financial Synergies Wealth Advisors, Inc. CRD 105643 | fuzzy_auto · 97% | 2024 |
| Private Wealth Partners, Llc CRD 133802 | deterministic · 100% | 2024 |
| Brasada Capital Management, Lp CRD 147775 | deterministic · 100% | 2024 |
| Glass Jacobson Investment Advisors, Llc CRD 120141 | deterministic · 100% | 2024 |
| Olio Financial Planning, Llc CRD 282355 | deterministic · 100% | 2024 |
| Private Management Group Inc CRD 104707 | deterministic · 100% | 2024 |
| Partnership Wealth Management, Llc CRD 285718 | fuzzy_auto · 96% | 2024 |
| Bouchey Financial Group Ltd CRD 111824 | deterministic · 100% | 2024 |
| Mifi Wealth, Llc CRD 149291 | deterministic · 100% | 2024 |
| Optimize Financial Inc. CRD 315963 | deterministic · 100% | 2024 |
| Moisand Fitzgerald Tamayo, Llc CRD 109419 | deterministic · 100% | 2024 |
| Rwa Wealth Partners, Llc CRD 156984 | deterministic · 100% | 2024 |
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
| Wealthcare Advisory Partners Llc CRD 171976 | deterministic · 100% | 2024 |
| Empirical Financial Services, Llc CRD 152622 | fuzzy_auto · 99% | 2024 |
| Financial Security Advisory Inc CRD 110746 | fuzzy_auto · 98% | 2024 |
| Mills Wealth Advisors, Llc CRD 159251 | deterministic · 100% | 2024 |
| Wealthspire Advisors Llc CRD 106181 | deterministic · 100% | 2024 |
| Opes Wealth Management, Llc CRD 299704 | deterministic · 100% | 2024 |
| Reutemann Financial Solutions, Inc. CRD 153247 | deterministic · 100% | 2024 |
| Martin Investment Management, Llc CRD 105381 | fuzzy_auto · 99% | 2024 |
| Cim, Llc CRD 132136 | deterministic · 100% | 2024 |
| Revisor Wealth Management Llc CRD 169814 | deterministic · 100% | 2024 |
| Financial Advisory Network, Llc CRD 119987 | deterministic · 100% | 2024 |
| Diamond Head Financial Advisors Llc CRD 149158 | fuzzy_auto · 99% | 2024 |
| Baker Wealth Group Llc CRD 317841 | deterministic · 100% | 2024 |
| Front Row Advisors Llc CRD 269910 | deterministic · 100% | 2024 |
| Pathstone Family Office, Llc CRD 151736 | deterministic · 100% | 2024 |
| Cornerstone Asset Management, Inc. CRD 113635 | fuzzy_auto · 96% | 2024 |
| Karpinski Financial, Llc CRD 153085 | deterministic · 100% | 2024 |
| Breen Wealth Management, Llc CRD 286513 | deterministic · 100% | 2024 |
| Novem Group CRD 158964 | deterministic · 100% | 2024 |
| Kaltbaum Capital Management, Llc CRD 123991 | fuzzy_auto · 98% | 2024 |
| Schaefer Financial Management, Inc. CRD 110110 | deterministic · 100% | 2024 |
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 96% | 2024 |
| Gill Capital Partners, Llc CRD 14559 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Capital Advisors, Inc. CRD 104643 | deterministic · 100% | 2024 |
| Diligent Investors, Llc CRD 158708 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Broadleaf Partners, Llc CRD 137433 | deterministic · 100% | 2024 |
| Alpha Financial Advisors, Llc CRD 116291 | deterministic · 100% | 2024 |
| Winans International CRD 107125 | deterministic · 100% | 2024 |
| Amfg Wealth Management Llc CRD 292160 | deterministic · 100% | 2024 |
| Creativeone Wealth, Llc CRD 281213 | deterministic · 100% | 2024 |
| Svb Wealth Llc CRD 172832 | deterministic · 100% | 2024 |
| Ciovacco Capital Management Llc CRD 125071 | deterministic · 100% | 2024 |
| Nabity Jensen Investment Management, Inc. CRD 128455 | fuzzy_auto · 97% | 2024 |
| Curtis Advisory Group, Llc CRD 151695 | deterministic · 100% | 2024 |
| Stack Financial Management Inc CRD 106785 | deterministic · 100% | 2024 |
| Freestone Capital Management, Llc CRD 145711 | fuzzy_auto · 99% | 2024 |
| Copley Investment Management, Llc CRD 118014 | fuzzy_auto · 99% | 2024 |
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
| Ameritas Advisory Services, Llc CRD 317245 | deterministic · 100% | 2024 |
| Klingenstein, Fields & Co., L.P. CRD 105907 | fuzzy_auto · 94% | 2024 |
| Hoover Capital, L.L.C. CRD 130419 | deterministic · 100% | 2024 |
| Perigon Wealth Management, Llc CRD 131037 | deterministic · 100% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 99% | 2024 |
| Momentous Wealth Management, Inc. CRD 288429 | fuzzy_auto · 98% | 2024 |
| New Harbor Financial Group, Llc CRD 155528 | deterministic · 100% | 2024 |
| Rockwood Wealth Management, Llc CRD 137481 | deterministic · 100% | 2024 |
| Motley Fool Wealth Management, Llc CRD 165689 | deterministic · 100% | 2024 |
| Kingsview Wealth Management, Llc CRD 148107 | fuzzy_auto · 98% | 2024 |
| Kiker Wealth Management, Llc CRD 154405 | deterministic · 100% | 2024 |
| Kestra Private Wealth Services, Llc CRD 155193 | deterministic · 100% | 2024 |
| Integrated Capital Management Llc CRD 284766 | deterministic · 100% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | deterministic · 100% | 2024 |
| Dsg Capital Advisors, Llc CRD 332056 | deterministic · 100% | 2024 |
| Main Street Research Llc CRD 114629 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Atwood & Palmer, Inc. CRD 104995 | fuzzy_auto · 96% | 2024 |
| Rubinbrown Advisors Llc CRD 116909 | deterministic · 100% | 2024 |
| Wcg Wealth Advisors, Llc CRD 173194 | deterministic · 100% | 2024 |
| Gladstone Institutional Advisory Llc CRD 250787 | fuzzy_auto · 99% | 2024 |
| Aluman Inc. CRD 281073 | deterministic · 100% | 2024 |
| Fulton Breakefield Broenniman,Llc CRD 108967 | deterministic · 100% | 2024 |
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
| Clark Wealth Partners, Llc CRD 321757 | deterministic · 100% | 2024 |
| Bay Hill Capital Management Usa, Llc CRD 287897 | fuzzy_auto · 99% | 2024 |
| Advanced Financial Solutions, Inc. CRD 121538 | deterministic · 100% | 2024 |
| Robertson Stephens Wealth Management, Llc CRD 289977 | fuzzy_auto · 97% | 2024 |
| Tandem Financial, Llc CRD 292565 | deterministic · 100% | 2024 |
| The Dala Group, Llc CRD 291828 | deterministic · 100% | 2024 |
| Sincerus Advisory, Llc CRD 300559 | deterministic · 100% | 2024 |
| Farther Finance Advisors, Llc CRD 302050 | deterministic · 100% | 2024 |
| Statheros Financial Solutions, Inc. CRD 306217 | fuzzy_auto · 93% | 2024 |
| Eaton Cambridge Inc. CRD 116798 | deterministic · 100% | 2024 |
| Tci Wealth Advisors, Inc. CRD 107373 | deterministic · 100% | 2024 |
| Mgo One Seven Llc CRD 283087 | deterministic · 100% | 2024 |
| Focus Partners Wealth, Llc CRD 159289 | deterministic · 100% | 2024 |
| Ferguson Wellman Capital Management, Inc. CRD 104692 | fuzzy_auto · 97% | 2024 |
| Point Nemo Capital, Llc CRD 328695 | deterministic · 100% | 2024 |
| Jpl Wealth Management, Llc CRD 328474 | deterministic · 100% | 2024 |
| Pacific Global Investment Management Company CRD 106962 | fuzzy_auto · 97% | 2024 |
| Avidian Wealth Enterprises, Llc CRD 127186 | deterministic · 100% | 2024 |
| On Course Financial Planning, Llc CRD 132172 | fuzzy_auto · 94% | 2024 |
| Greater Than Financial Llc CRD 281703 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| O'hagan Group Inc | Investment advisory (participants), Direct payment from the plan | $3,524,996 |
| United Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $1,510,049 |
| Parsons Capital Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $1,244,124 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $1,076,937 |
| Solitude Financial Services | Investment advisory (participants), Direct payment from the plan | $1,069,369 |
| Oarsman Capital Inc | Investment advisory (participants), Direct payment from the plan | $921,776 |
| Aviator Financial Consulting L | Investment advisory (participants), Direct payment from the plan | $912,606 |
| Symphony Financial Ltd. Co | Investment advisory (participants), Direct payment from the plan | $851,293 |
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $757,849 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $757,292 |
| Act Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $723,860 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $709,366 |
| Ratio Wealth Group Llc | Investment advisory (participants), Direct payment from the plan | $676,883 |
| Total Investment Management In | Investment advisory (participants), Direct payment from the plan | $675,182 |
| Avion Wealth Llc | Investment advisory (participants), Direct payment from the plan | $619,787 |
| Alliance Bernstein Lp | Investment management, Direct payment from the plan | $575,961 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $462,674 |
| Allworth Financial Lp | Investment advisory (participants), Direct payment from the plan | $295,344 |
| Johnson Wealth Inc | Investment advisory (participants), Direct payment from the plan | $275,053 |
| Smith Anglin Financial Llc | Investment advisory (participants), Direct payment from the plan | $264,868 |
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $260,866 |
| Robertson Stephens Wealth Mana | Investment advisory (participants), Direct payment from the plan | $234,774 |
| Aveo Capital Partners Llc | Investment advisory (participants), Direct payment from the plan | $212,320 |
| Zacks Investment Management In | Investment advisory (participants), Direct payment from the plan | $182,377 |
| Saint Francis Capital Llc | Investment advisory (participants), Direct payment from the plan | $162,895 |
| Seraphim Wealth Advisors Inc | Investment advisory (participants), Direct payment from the plan | $159,252 |
| Bonfire Financial Llc | Investment advisory (participants), Direct payment from the plan | $145,891 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $143,999 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $132,718 |
| Smartx Advisory Solutions Llc | Investment advisory (participants), Direct payment from the plan | $129,303 |
| White Wing Wealth Management L | Investment advisory (participants), Direct payment from the plan | $128,726 |
| Woodley Farra Manion Portfolio | Investment advisory (participants), Direct payment from the plan | $128,687 |
| Point Nemo Capital Llc | Investment advisory (participants), Direct payment from the plan | $108,314 |
| Centaurus Financial Inc | Investment advisory (participants), Direct payment from the plan | $102,186 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $95,459 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $91,079 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $85,503 |
| Wisdom Wealth Strategies Llc | Investment advisory (participants), Direct payment from the plan | $77,502 |
| Eversource Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $70,503 |
| Jpl Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $68,563 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $67,744 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $65,528 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $64,011 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $62,057 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $59,488 |
| Financial Advocates Investment | Investment advisory (participants), Direct payment from the plan | $59,094 |
| On Course Financial | Investment advisory (participants), Direct payment from the plan | $56,637 |
| Optimize Financial Inc | Investment advisory (participants), Direct payment from the plan | $52,491 |
| American Money Management Llc | Investment advisory (participants), Direct payment from the plan | $50,926 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $48,155 |
| Cetera Investment Advisers Llc | Investment advisory (participants), Direct payment from the plan | $44,635 |
| Rwa Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $42,802 |
| Mission Wealth Management Lp | Investment advisory (participants), Direct payment from the plan | $42,688 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $41,980 |
| Godsey & Gibb Inc | Investment advisory (participants), Direct payment from the plan | $41,835 |
| Wambolt & Associates | Investment advisory (participants), Direct payment from the plan | $41,334 |
| Regal Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $39,139 |
| Balboa Wealth Partners Inc | Investment advisory (participants), Direct payment from the plan | $38,163 |
| Pacific Financial Group Inc | Investment advisory (participants), Direct payment from the plan | $36,566 |
| Chemistry Wealth | Investment advisory (participants), Direct payment from the plan | $34,313 |
| Axxcess Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $34,015 |
| Toth Financial Advisory Corp | Investment advisory (participants), Direct payment from the plan | $33,862 |
| Private Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $33,326 |
| Brookstone Capital Management | Investment advisory (participants), Direct payment from the plan | $31,250 |
| Matson Money Inc | Investment advisory (participants), Direct payment from the plan | $30,734 |
| First Foundation Advisors | Investment advisory (participants), Direct payment from the plan | $29,840 |
| Cibc Private Wealth Advisors I | Investment advisory (participants), Direct payment from the plan | $28,990 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $28,665 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $28,516 |
| Parallel Advisors Llc | Investment advisory (participants), Direct payment from the plan | $28,363 |
| Market Guard | Investment advisory (participants), Direct payment from the plan | $27,691 |
| Generational Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $27,598 |
| Bay Hill Capital Management Us | Investment advisory (participants), Direct payment from the plan | $26,914 |
| Stratos Wealth Partners Ltd | Investment advisory (participants), Direct payment from the plan | $26,701 |
| Merriman Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $26,432 |
| Lpl Financial Llc | Investment advisory (participants), Direct payment from the plan | $26,263 |
| River Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $26,215 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $26,116 |
| Stonemark Wealth Mgmt | Investment advisory (participants), Direct payment from the plan | $25,654 |
| Index Fund Advisors Inc | Investment advisory (participants), Direct payment from the plan | $25,279 |
| Martel Wealth Advisors Inc | Investment advisory (participants), Direct payment from the plan | $25,046 |
| Stoker Ostler Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $24,170 |
| Bellingham Capital Management | Investment advisory (participants), Direct payment from the plan | $24,049 |
| Graver Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $24,015 |
| Leading Edge | Investment advisory (participants), Direct payment from the plan | $23,904 |
| Manchester Financial Inc | Investment advisory (participants), Direct payment from the plan | $23,885 |
| Beta Management Consulting | Investment advisory (participants), Direct payment from the plan | $23,461 |
| Brasada Capital Management Lp | Investment advisory (participants), Direct payment from the plan | $23,270 |
| Kozak & Tripp Private Asset Ma | Investment advisory (participants), Direct payment from the plan | $23,107 |
| Mpi Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $22,793 |
| Ferguson Wellman Capital Manag | Investment advisory (participants), Direct payment from the plan | $22,699 |
| Hedeker Wealth Llc | Investment advisory (participants), Direct payment from the plan | $21,390 |
| Heritage Investment Group | Investment advisory (participants), Direct payment from the plan | $21,370 |
| Avidian Wealth Enterprises Llc | Investment advisory (participants), Direct payment from the plan | $21,080 |
| Fortune Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $20,698 |
| Alpha Financial Management | Investment advisory (participants), Direct payment from the plan | $20,600 |
| Integrated Advisors Network Ll | Investment advisory (participants), Direct payment from the plan | $20,349 |
| Avior Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $20,189 |
| Zhang Financial Llc | Investment advisory (participants), Direct payment from the plan | $20,039 |
| Motley Fool Wealth Management | Investment advisory (participants), Direct payment from the plan | $20,023 |
| Kestra Private Wealth Services | Investment advisory (participants), Direct payment from the plan | $19,887 |
| The Private Investment Group I | Investment advisory (participants), Direct payment from the plan | $19,422 |
| Spire Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $19,334 |
| Bouchey Financial Group Ltd | Investment advisory (participants), Direct payment from the plan | $18,964 |
| The Capital Managment Corporat | Investment advisory (participants), Direct payment from the plan | $18,671 |
| The Mather Group Llc | Investment advisory (participants), Direct payment from the plan | $18,606 |
| Cookson Peirce & Co Inc | Investment advisory (participants), Direct payment from the plan | $18,385 |
| J V Bruni And Company | Investment advisory (participants), Direct payment from the plan | $18,255 |
| Blue Trust Inc | Investment advisory (participants), Direct payment from the plan | $17,937 |
| Manhattan West Asset Managemen | Investment advisory (participants), Direct payment from the plan | $17,395 |
| Efficient Advisors Llc | Investment advisory (participants), Direct payment from the plan | $17,130 |
| Vomund Investment Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $16,800 |
| Team Hewins, Llc | Investment advisory (participants), Direct payment from the plan | $16,555 |
| Halter Ferguson Financial Inc | Investment advisory (participants), Direct payment from the plan | $16,554 |
| Capital Advisors Inc | Investment advisory (participants), Direct payment from the plan | $16,200 |
| Svb Wealth Llc | Investment advisory (participants), Direct payment from the plan | $16,089 |
| Normandy Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $15,718 |
| Rg Financial Llc | Investment advisory (participants), Direct payment from the plan | $15,598 |
| Private Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $15,370 |
| Kovitz Investment Group Partne | Investment advisory (participants), Direct payment from the plan | $15,231 |
| Financial Synergies Wealth Adv | Investment advisory (participants), Direct payment from the plan | $15,059 |
| Wealthnet Investments Llc | Investment advisory (participants), Direct payment from the plan | $15,025 |
| Sentinel Wealth Management Inc | Investment advisory (participants), Direct payment from the plan | $14,925 |
| Mercer Global Advisors Inc | Investment advisory (participants), Direct payment from the plan | $14,330 |
| Johnson Investment Counsel Inc | Investment advisory (participants), Direct payment from the plan | $14,017 |
| Mcnaughton Wealth | Investment advisory (participants), Direct payment from the plan | $13,869 |
| Private Management Group Inc | Investment advisory (participants), Direct payment from the plan | $13,669 |
| Creativeone Wealth Llc | Investment advisory (participants), Direct payment from the plan | $13,640 |
| Diamond Head Financial Advisor | Investment advisory (participants), Direct payment from the plan | $13,587 |
| Curran Wealth Management | Investment advisory (participants), Direct payment from the plan | $13,561 |
| Alpha Cubed Investments Llc | Investment advisory (participants), Direct payment from the plan | $13,463 |
| Mills Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,450 |
| Wealthcare Advisory Partners | Investment advisory (participants), Direct payment from the plan | $13,058 |
| Glass Jacobson Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $12,965 |
| Sanctuary Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $12,919 |
| Latitude Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,827 |
| Mifi Wealth Llc | Investment advisory (participants), Direct payment from the plan | $12,675 |
| Karpinski Financial Llc | Investment advisory (participants), Direct payment from the plan | $12,183 |
| Wealthspire Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,162 |
| Statheros Financial | Investment advisory (participants), Direct payment from the plan | $12,093 |
| Research Financial Strategies | Investment advisory (participants), Direct payment from the plan | $12,060 |
| Kcr Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $12,050 |
| Rockwood Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $11,892 |
| Olio Financial Planning Llc | Investment advisory (participants), Direct payment from the plan | $11,771 |
| Baker Wealth Group Llc | Investment advisory (participants), Direct payment from the plan | $11,548 |
| Financial Advisory Network Llc | Investment advisory (participants), Direct payment from the plan | $11,417 |
| Revisor Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $11,316 |
| Moisand Fitzgerald Tamayo Llc | Investment advisory (participants), Direct payment from the plan | $11,207 |
| Steven Rzucidlo Dba | Investment advisory (participants), Direct payment from the plan | $11,140 |
| Islamorada Investment | Investment advisory (participants), Direct payment from the plan | $11,082 |
| Pathstone | Investment advisory (participants), Direct payment from the plan | $10,981 |
| Main Street Research Llc | Investment advisory (participants), Direct payment from the plan | $10,884 |
| Opes Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $10,775 |
| Mitchell, Mcleod, Pugh & | Investment advisory (participants), Direct payment from the plan | $10,632 |
| Gladstone Institutional Adviso | Investment advisory (participants), Direct payment from the plan | $10,492 |
| Independent Financial Partners | Investment advisory (participants), Direct payment from the plan | $10,442 |
| Interocean Capital Group Llc | Investment advisory (participants), Direct payment from the plan | $10,410 |
| Ciovacco Capital Management | Investment advisory (participants), Direct payment from the plan | $10,390 |
| John Luke Financial Llc | Investment advisory (participants), Direct payment from the plan | $10,351 |
| Farther Finance Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,157 |
| Novem Group | Investment advisory (participants), Direct payment from the plan | $10,047 |
| Empirical Financial Services L | Investment advisory (participants), Direct payment from the plan | $9,942 |
| Kingsview Wealth Management Ll | Investment advisory (participants), Direct payment from the plan | $9,818 |
| Gill Capital Partners Llc | Investment advisory (participants), Direct payment from the plan | $9,784 |
| Mgo One Seven Llc | Investment advisory (participants), Direct payment from the plan | $9,635 |
| Sequoia Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,575 |
| Broadleaf Partners Llc | Investment advisory (participants), Direct payment from the plan | $9,550 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $9,359 |
| Financial Security Advisory In | Investment advisory (participants), Direct payment from the plan | $9,234 |
| Kaltbaum Capital Management Ll | Investment advisory (participants), Direct payment from the plan | $9,064 |
| Carlton Hofferkamp And Jenks W | Investment advisory (participants), Direct payment from the plan | $8,975 |
| Curtis Advisory Group Llc | Investment advisory (participants), Direct payment from the plan | $8,895 |
| Cedrus Llc | Investment advisory (participants), Direct payment from the plan | $8,830 |
| Schaefer Financial Management | Investment advisory (participants), Direct payment from the plan | $8,821 |
| Dsg Capital Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,725 |
| Moneta Group Investment Adviso | Investment advisory (participants), Direct payment from the plan | $8,628 |
| Hoover Capital, L.L.C. | Investment advisory (participants), Direct payment from the plan | $8,593 |
| Nabity Jensen Investment Mgmt | Investment advisory (participants), Direct payment from the plan | $8,592 |
| Freestone Capital Management L | Investment advisory (participants), Direct payment from the plan | $8,418 |
| Fort Pitt Capital Group Llc | Investment advisory (participants), Direct payment from the plan | $8,390 |
| Stack Financial Management Inc | Investment advisory (participants), Direct payment from the plan | $8,161 |
| Alpha Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,109 |
| Ameritas Advisory Services Llc | Investment advisory (participants), Direct payment from the plan | $8,074 |
| Momentous Wealth Management In | Investment advisory (participants), Direct payment from the plan | $7,999 |
| Breen Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $7,894 |
| Vital Investment | Investment advisory (participants), Direct payment from the plan | $7,787 |
| Tci Wealth Advisors Inc | Investment advisory (participants), Direct payment from the plan | $7,743 |
| Sns Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $7,542 |
| Northcoast Asset Management | Investment advisory (participants), Direct payment from the plan | $7,510 |
| Amfg Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $7,388 |
| Greater Than Financial | Investment advisory (participants), Direct payment from the plan | $6,900 |
| Fulton Breakefield Broenniman | Investment advisory (participants), Direct payment from the plan | $6,812 |
| New Harbor Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $6,760 |
| Perigon Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $6,627 |
| Winans International | Investment advisory (participants), Direct payment from the plan | $6,618 |
| Eaton Cambridge Inc. | Investment advisory (participants), Direct payment from the plan | $6,497 |
| Diligent Investors Llc | Investment advisory (participants), Direct payment from the plan | $6,371 |
| Copley Investment Management L | Investment advisory (participants), Direct payment from the plan | $6,245 |
| Cornerstone Asset Mgmnt | Investment advisory (participants), Direct payment from the plan | $6,216 |
| Wcg Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,152 |
| Integrated Capital Management | Investment advisory (participants), Direct payment from the plan | $6,105 |
| Nbc Trust Company | Investment advisory (participants), Direct payment from the plan | $6,101 |
| Rubinbrown Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,042 |
| Tandem Financial Llc | Investment advisory (participants), Direct payment from the plan | $6,019 |
| Focus Partners Wealth Llc | Investment advisory (participants), Direct payment from the plan | $5,967 |
| Clark Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $5,936 |
| Partnership Wealth Mgmnt | Investment advisory (participants), Direct payment from the plan | $5,838 |
| Atwood & Palmer Inc | Investment advisory (participants), Direct payment from the plan | $5,741 |
| Sincerus Advisory Llc | Investment advisory (participants), Direct payment from the plan | $5,540 |
| Front Row Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,451 |
| Klingenstein Fields & Co Lp | Investment advisory (participants), Direct payment from the plan | $5,431 |
| Martin Investment Management L | Investment advisory (participants), Direct payment from the plan | $5,430 |
| Aluman Inc | Investment advisory (participants), Direct payment from the plan | $5,378 |
| The Dala Group Llc | Investment advisory (participants), Direct payment from the plan | $5,268 |
| Mcshane Partners | Investment advisory (participants), Direct payment from the plan | $5,241 |
| Cwm Llc | Investment advisory (participants), Direct payment from the plan | $5,237 |
| Advanced Financial Solutions | Investment advisory (participants), Direct payment from the plan | $5,173 |
| Pacific Global Investment Mana | Investment advisory (participants), Direct payment from the plan | $5,077 |
| Kiker Wealth Management, Llc | Investment advisory (participants), Direct payment from the plan | $5,077 |
| Kestra Advisory Services Llc | Investment advisory (participants), Direct payment from the plan | $5,003 |