2023 Form 5500 filing — United Airlines Pilot Retirement Account Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20260311161534NAL0005496625001) for United Airlines Pilot Retirement Account Plan, reported by United Airlines, Inc. under EIN 74-2099724 and plan number 202. It reports 17,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260311161534NAL0005496625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Airlines, Inc.
- EIN
- 74-2099724
- Plan number
- 202
- Location
- Chicago, IL
- Participants
- 17,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,367,975,914
- Total liabilities (EOY)
- $71,546,187
- Net assets (EOY)
- $14,296,429,727
- Employer contributions
- $595,374,149
- Participant contributions
- $263,532,907
- Total income / additions
- $3,285,354,717
- Benefits paid
- $750,473,925
- Administrative expenses
- $22,289,366
- Total expenses
- $773,008,553
- Net increase / (decrease)
- $2,512,346,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| O'Hagan Group Inc | INVESTMENT ADVISOR | $2,469,930 | not reported in the loaded dataset |
| Johnson Wealth Inc | INVESTMENT ADVISOR | $1,206,849 | not reported in the loaded dataset |
| United Wealth Management LLC | INVESTMENT ADVISOR | $1,149,937 | not reported in the loaded dataset |
| Parsons Capital Mgmt LLC | INVESTMENT ADVISOR | $1,095,105 | not reported in the loaded dataset |
| Solitude Financial Services | INVESTMENT ADVISOR | $943,477 | not reported in the loaded dataset |
| Fisher Investments | INVESTMENT ADVISOR | $818,308 | not reported in the loaded dataset |
| Ratio Wealth Group LLC | INVESTMENT ADVISOR | $772,011 | not reported in the loaded dataset |
| Aviator Financial Consulting L | INVESTMENT ADVISOR | $719,086 | not reported in the loaded dataset |
| Total Investment Management In | INVESTMENT ADVISOR | $711,746 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | RECORDKEEPER | $633,232 | $15 |
| Avion Wealth LLC | INVESTMENT ADVISOR | $607,324 | not reported in the loaded dataset |
| Act Wealth Management LLC | INVESTMENT ADVISOR | $604,312 | not reported in the loaded dataset |
| Symphony Financial Ltd. Co | INVESTMENT ADVISOR | $516,176 | not reported in the loaded dataset |
| Schwab Retirement Plan Services, In | RECORDKEEPER | $342,785 | not reported in the loaded dataset |
| Mountain Capital Investment Ad | INVESTMENT ADVISOR | $339,395 | not reported in the loaded dataset |
| Alliance Bernstein Lp | INVESTMENT MANAGER | $299,178 | not reported in the loaded dataset |
| Creative Planning LLC | INVESTMENT ADVISOR | $278,071 | not reported in the loaded dataset |
| Allworth Financial Lp | INVESTMENT ADVISOR | $254,366 | not reported in the loaded dataset |
| Smith Anglin Financial LLC | INVESTMENT ADVISOR | $195,441 | not reported in the loaded dataset |
| Morningstar Investment Service | INVESTMENT ADVISOR | $184,767 | not reported in the loaded dataset |
| Aveo Capital Partners LLC | INVESTMENT ADVISOR | $174,917 | not reported in the loaded dataset |
| Zacks Investment Management In | INVESTMENT ADVISOR | $167,998 | not reported in the loaded dataset |
| Morningstar Investment Service | INVESTMENT ADVISOR | $164,039 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | INVESTMENT ADVISOR | $157,185 | not reported in the loaded dataset |
| Saint Francis Capital LLC | INVESTMENT ADVISOR | $156,659 | not reported in the loaded dataset |
| Seraphim Wealth Advisors Inc | INVESTMENT ADVISOR | $149,704 | not reported in the loaded dataset |
| White Wing Wealth Management L | INVESTMENT ADVISOR | $118,779 | not reported in the loaded dataset |
| Smartx Advisory Solutions LLC | INVESTMENT ADVISOR | $112,681 | not reported in the loaded dataset |
| Cambridge Investment Research | INVESTMENT ADVISOR | $110,650 | not reported in the loaded dataset |
| Woodley Farra Manion Portfolio | INVESTMENT ADVISOR | $99,135 | not reported in the loaded dataset |
| Oarsman Capital Inc | INVESTMENT ADVISOR | $91,752 | not reported in the loaded dataset |
| Bonfire Financial LLC | INVESTMENT ADVISOR | $80,783 | not reported in the loaded dataset |
| Mariner LLC | INVESTMENT ADVISOR | $75,662 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | INVESTMENT ADVISOR | $68,042 | not reported in the loaded dataset |
| Centaurus Financial Inc | INVESTMENT ADVISOR | $67,262 | not reported in the loaded dataset |
| Wisdom Wealth Strategies LLC | INVESTMENT ADVISOR | $67,190 | not reported in the loaded dataset |
| Axxcess Wealth Management LLC | INVESTMENT ADVISOR | $66,429 | not reported in the loaded dataset |
| On Course Financial | INVESTMENT ADVISOR | $64,791 | not reported in the loaded dataset |
| Savant Capital LLC | INVESTMENT ADVISOR | $58,459 | not reported in the loaded dataset |
| Alpine Wealth Advisors LLC | INVESTMENT ADVISOR | $52,133 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | INVESTMENT ADVISOR | $48,586 | not reported in the loaded dataset |
| American Money Management LLC | INVESTMENT ADVISOR | $46,496 | not reported in the loaded dataset |
| Eversource Wealth Advisors LLC | INVESTMENT ADVISOR | $44,723 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $44,111 | not reported in the loaded dataset |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $42,937 | not reported in the loaded dataset |
| Matson Money Inc | INVESTMENT ADVISOR | $41,219 | not reported in the loaded dataset |
| Hightower Advisors LLC | INVESTMENT ADVISOR | $41,050 | not reported in the loaded dataset |
| Cerity Partners LLC | INVESTMENT ADVISOR | $40,400 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | INVESTMENT ADVISOR | $38,421 | not reported in the loaded dataset |
| Merriman Wealth Management LLC | INVESTMENT ADVISOR | $38,227 | not reported in the loaded dataset |
| Parallel Advisors LLC | INVESTMENT ADVISOR | $37,573 | not reported in the loaded dataset |
| Godsey & Gibb Inc | INVESTMENT ADVISOR | $36,226 | not reported in the loaded dataset |
| Brookstone Capital Management | INVESTMENT ADVISOR | $36,011 | not reported in the loaded dataset |
| Wambolt & Associates | INVESTMENT ADVISOR | $35,736 | not reported in the loaded dataset |
| Wealthnet Investments LLC | INVESTMENT ADVISOR | $35,013 | not reported in the loaded dataset |
| Financial Advocates Investment | INVESTMENT ADVISOR | $32,957 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | INVESTMENT ADVISOR | $32,846 | not reported in the loaded dataset |
| Regal Investment Advisors LLC | INVESTMENT ADVISOR | $31,230 | not reported in the loaded dataset |
| Market Guard | INVESTMENT ADVISOR | $30,130 | not reported in the loaded dataset |
| Generational Wealth Advisors | INVESTMENT ADVISOR | $29,561 | not reported in the loaded dataset |
| Pacific Financial Group Inc | INVESTMENT ADVISOR | $29,263 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | INVESTMENT ADVISOR | $29,019 | not reported in the loaded dataset |
| Chemistry Wealth | INVESTMENT ADVISOR | $28,224 | not reported in the loaded dataset |
| Private Capital Management LLC | INVESTMENT ADVISOR | $28,007 | not reported in the loaded dataset |
| Segall Bryant & Hamill LLC | INVESTMENT ADVISOR | $25,798 | not reported in the loaded dataset |
| First Foundation Advisors | INVESTMENT ADVISOR | $25,706 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $23,322 | not reported in the loaded dataset |
| Polaris Wealth Advisory Group | INVESTMENT ADVISOR | $23,314 | not reported in the loaded dataset |
| Balboa Wealth Partners Inc | INVESTMENT ADVISOR | $23,282 | not reported in the loaded dataset |
| Avidian Wealth Solutions LLC | INVESTMENT ADVISOR | $23,211 | not reported in the loaded dataset |
| Toth Financial Advisory Corp | INVESTMENT ADVISOR | $23,153 | not reported in the loaded dataset |
| Manhattan West Asset Managemen | INVESTMENT ADVISOR | $22,310 | not reported in the loaded dataset |
| Stratos Wealth Partners Ltd | INVESTMENT ADVISOR | $21,973 | not reported in the loaded dataset |
| Lmcg Investments LLC | INVESTMENT ADVISOR | $21,565 | not reported in the loaded dataset |
| Corient Private Wealth LLC | INVESTMENT ADVISOR | $21,271 | not reported in the loaded dataset |
| Bellingham Capital Management | INVESTMENT ADVISOR | $21,268 | not reported in the loaded dataset |
| Mpi Wealth Management LLC | INVESTMENT ADVISOR | $21,168 | not reported in the loaded dataset |
| Index Fund Advisors Inc | INVESTMENT ADVISOR | $21,047 | not reported in the loaded dataset |
| Graver Capital Management LLC | INVESTMENT ADVISOR | $20,920 | not reported in the loaded dataset |
| Beta Management Consulting | INVESTMENT ADVISOR | $20,518 | not reported in the loaded dataset |
| Efficient Advisors LLC | INVESTMENT ADVISOR | $20,236 | not reported in the loaded dataset |
| Martel Wealth Advisors Inc | INVESTMENT ADVISOR | $20,173 | not reported in the loaded dataset |
| Stonemark Wealth Mgmt | INVESTMENT ADVISOR | $20,065 | not reported in the loaded dataset |
| Manchester Financial Inc | INVESTMENT ADVISOR | $19,975 | not reported in the loaded dataset |
| Mcshane Partners | INVESTMENT ADVISOR | $19,536 | not reported in the loaded dataset |
| Cwa Asset Management Group LLC | INVESTMENT ADVISOR | $19,242 | not reported in the loaded dataset |
| Interocean Capital Group LLC | INVESTMENT ADVISOR | $18,986 | not reported in the loaded dataset |
| Brooks Hughes & Jones Inc | INVESTMENT ADVISOR | $18,848 | not reported in the loaded dataset |
| Stoker Ostler Wealth Advisors | INVESTMENT ADVISOR | $18,602 | not reported in the loaded dataset |
| Heritage Investment Group | INVESTMENT ADVISOR | $18,273 | not reported in the loaded dataset |
| Alpha Financial Management | INVESTMENT ADVISOR | $18,050 | not reported in the loaded dataset |
| Kozak & Tripp Private Asset Ma | INVESTMENT ADVISOR | $17,764 | not reported in the loaded dataset |
| Cibc Private Wealth Advisors I | INVESTMENT ADVISOR | $17,492 | not reported in the loaded dataset |
| Zhang Financial LLC | INVESTMENT ADVISOR | $17,408 | not reported in the loaded dataset |
| Mission Wealth Management Lp | INVESTMENT ADVISOR | $16,436 | not reported in the loaded dataset |
| The Mather Group LLC | INVESTMENT ADVISOR | $16,423 | not reported in the loaded dataset |
| Hedeker Wealth LLC | INVESTMENT ADVISOR | $16,334 | not reported in the loaded dataset |
| Vomund Investment Mgmt LLC | INVESTMENT ADVISOR | $16,058 | not reported in the loaded dataset |
| Fortune Wealth Management LLC | INVESTMENT ADVISOR | $15,954 | not reported in the loaded dataset |
| Latitude Advisors LLC | INVESTMENT ADVISOR | $15,896 | not reported in the loaded dataset |
| Avior Wealth Management LLC | INVESTMENT ADVISOR | $15,791 | not reported in the loaded dataset |
| Cookson Peirce & Co Inc | INVESTMENT ADVISOR | $15,532 | not reported in the loaded dataset |
| The Capital Managment Corporat | INVESTMENT ADVISOR | $15,368 | not reported in the loaded dataset |
| The Private Investment Group I | INVESTMENT ADVISOR | $15,343 | not reported in the loaded dataset |
| Integrated Advisors Network Ll | INVESTMENT ADVISOR | $15,288 | not reported in the loaded dataset |
| J V Bruni And Company | INVESTMENT ADVISOR | $15,140 | not reported in the loaded dataset |
| Lido Advisors LLC | INVESTMENT ADVISOR | $15,097 | not reported in the loaded dataset |
| Halter Ferguson Financial Inc | INVESTMENT ADVISOR | $14,938 | not reported in the loaded dataset |
| John-Luke Financial LLC | INVESTMENT ADVISOR | $14,851 | not reported in the loaded dataset |
| Normandy Capital Management LLC | INVESTMENT ADVISOR | $14,463 | not reported in the loaded dataset |
| United Capital Financial Advis | INVESTMENT ADVISOR | $14,460 | not reported in the loaded dataset |
| Northcoast Asset Management | INVESTMENT ADVISOR | $14,153 | not reported in the loaded dataset |
| Hall Private Wealth | INVESTMENT ADVISOR | $14,101 | not reported in the loaded dataset |
| Marathon Investment Management | INVESTMENT ADVISOR | $13,867 | not reported in the loaded dataset |
| Trinity Legacy Partners LLC | INVESTMENT ADVISOR | $13,799 | not reported in the loaded dataset |
| Lpl Financial LLC | INVESTMENT ADVISOR | $13,678 | not reported in the loaded dataset |
| Team Hewins, LLC | INVESTMENT ADVISOR | $13,524 | not reported in the loaded dataset |
| River Wealth Advisors LLC | INVESTMENT ADVISOR | $13,483 | not reported in the loaded dataset |
| Kcr Wealth Management LLC | INVESTMENT ADVISOR | $13,266 | not reported in the loaded dataset |
| Spire Wealth Management LLC | INVESTMENT ADVISOR | $12,997 | not reported in the loaded dataset |
| Bsw Wealth Partners Inc A Publ | INVESTMENT ADVISOR | $12,896 | not reported in the loaded dataset |
| Rg Financial LLC | INVESTMENT ADVISOR | $12,649 | not reported in the loaded dataset |
| Sentinel Wealth Management Inc | INVESTMENT ADVISOR | $12,603 | not reported in the loaded dataset |
| Financial Synergies Wealth Adv | INVESTMENT ADVISOR | $12,524 | not reported in the loaded dataset |
| Private Wealth Partners LLC | INVESTMENT ADVISOR | $12,446 | not reported in the loaded dataset |
| Brasada Capital Management Lp | INVESTMENT ADVISOR | $12,399 | not reported in the loaded dataset |
| Glass Jacobson Wealth Advisors | INVESTMENT ADVISOR | $12,342 | not reported in the loaded dataset |
| Steward Wealth Management | INVESTMENT ADVISOR | $12,319 | not reported in the loaded dataset |
| Olio Financial Planning LLC | INVESTMENT ADVISOR | $12,091 | not reported in the loaded dataset |
| Private Management Group Inc | INVESTMENT ADVISOR | $11,915 | not reported in the loaded dataset |
| Partnership Wealth Mgmnt | INVESTMENT ADVISOR | $11,869 | not reported in the loaded dataset |
| Blue Trust Inc | INVESTMENT ADVISOR | $11,848 | not reported in the loaded dataset |
| Argi Investment Services LLC | INVESTMENT ADVISOR | $11,796 | not reported in the loaded dataset |
| Bouchey Financial Group Ltd | INVESTMENT ADVISOR | $11,782 | not reported in the loaded dataset |
| Carlton Hofferkamp And Jenks W | INVESTMENT ADVISOR | $11,620 | not reported in the loaded dataset |
| Cuso Financial Services Lp | INVESTMENT ADVISOR | $11,272 | not reported in the loaded dataset |
| Coldstream Wealth Management | INVESTMENT ADVISOR | $11,190 | not reported in the loaded dataset |
| Mcnaughton Wealth | INVESTMENT ADVISOR | $11,160 | not reported in the loaded dataset |
| Highlander Wealth Services LLC | INVESTMENT ADVISOR | $10,942 | not reported in the loaded dataset |
| Optimize Financial Inc | INVESTMENT ADVISOR | $10,807 | not reported in the loaded dataset |
| Moisand Fitzgerald Tamayo LLC | INVESTMENT ADVISOR | $10,697 | not reported in the loaded dataset |
| Buckingham Strategic Partners | INVESTMENT ADVISOR | $10,651 | not reported in the loaded dataset |
| Rwa Wealth Partners LLC | INVESTMENT ADVISOR | $10,481 | not reported in the loaded dataset |
| Sanctuary Advisors, LLC | INVESTMENT ADVISOR | $10,377 | not reported in the loaded dataset |
| Wealthcare Advisory Partners | INVESTMENT ADVISOR | $10,361 | not reported in the loaded dataset |
| Steven Rzucidlo Dba | INVESTMENT ADVISOR | $10,319 | not reported in the loaded dataset |
| Empirical Financial Services L | INVESTMENT ADVISOR | $10,315 | not reported in the loaded dataset |
| Cave Inc | INVESTMENT ADVISOR | $10,244 | not reported in the loaded dataset |
| Financial Security Advisory In | INVESTMENT ADVISOR | $10,202 | not reported in the loaded dataset |
| Mills Wealth Advisors LLC | INVESTMENT ADVISOR | $10,175 | not reported in the loaded dataset |
| Wealthspire Advisors LLC | INVESTMENT ADVISOR | $10,159 | not reported in the loaded dataset |
| Financial Advocates Inv Mgmt | INVESTMENT ADVISOR | $9,842 | not reported in the loaded dataset |
| Nbc Trust Company | INVESTMENT ADVISOR | $9,768 | not reported in the loaded dataset |
| Opes Wealth Management LLC | INVESTMENT ADVISOR | $9,766 | not reported in the loaded dataset |
| Research Financial Strategies | INVESTMENT ADVISOR | $9,671 | not reported in the loaded dataset |
| Martin Investment Management L | INVESTMENT ADVISOR | $9,639 | not reported in the loaded dataset |
| Curran Wealth Management | INVESTMENT ADVISOR | $9,328 | not reported in the loaded dataset |
| Revisor Wealth Management LLC | INVESTMENT ADVISOR | $9,116 | not reported in the loaded dataset |
| Mitchell, Mcleod, Pugh & | INVESTMENT ADVISOR | $9,098 | not reported in the loaded dataset |
| Kovitz Investment Group Partne | INVESTMENT ADVISOR | $9,076 | not reported in the loaded dataset |
| Financial Advisory Network LLC | INVESTMENT ADVISOR | $9,042 | not reported in the loaded dataset |
| Diamond Head Financial Advisor | INVESTMENT ADVISOR | $8,991 | not reported in the loaded dataset |
| Baker Wealth Group LLC | INVESTMENT ADVISOR | $8,870 | not reported in the loaded dataset |
| Front Row Advisors LLC | INVESTMENT ADVISOR | $8,801 | not reported in the loaded dataset |
| Pathstone | INVESTMENT ADVISOR | $8,787 | not reported in the loaded dataset |
| Cornerstone Asset Mgmnt | INVESTMENT ADVISOR | $8,732 | not reported in the loaded dataset |
| Karpinski Financial LLC | INVESTMENT ADVISOR | $8,670 | not reported in the loaded dataset |
| Maryland Capital Management | INVESTMENT ADVISOR | $8,617 | not reported in the loaded dataset |
| Leslie Global Wealth LLC | INVESTMENT ADVISOR | $8,329 | not reported in the loaded dataset |
| Breen Wealth Management LLC | INVESTMENT ADVISOR | $8,314 | not reported in the loaded dataset |
| Novem Group | INVESTMENT ADVISOR | $8,187 | not reported in the loaded dataset |
| Wellington Capital Advisors Ll | INVESTMENT ADVISOR | $8,100 | not reported in the loaded dataset |
| Kaltbaum Capital Management Ll | INVESTMENT ADVISOR | $8,092 | not reported in the loaded dataset |
| Schaefer Financial Management | INVESTMENT ADVISOR | $8,059 | not reported in the loaded dataset |
| Highpoint Advisor Grp LLC | INVESTMENT ADVISOR | $8,036 | not reported in the loaded dataset |
| Sequoia Financial Advisors LLC | INVESTMENT ADVISOR | $7,953 | not reported in the loaded dataset |
| Gill Capital Partners LLC | INVESTMENT ADVISOR | $7,745 | not reported in the loaded dataset |
| Main Street Research LLC | INVESTMENT ADVISOR | $7,745 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Se | INVESTMENT ADVISOR | $7,741 | not reported in the loaded dataset |
| Private Advisor Group LLC | INVESTMENT ADVISOR | $7,735 | not reported in the loaded dataset |
| Capital Advisors Inc | INVESTMENT ADVISOR | $7,721 | not reported in the loaded dataset |
| Diligent Investors LLC | INVESTMENT ADVISOR | $7,639 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | INVESTMENT ADVISOR | $7,552 | not reported in the loaded dataset |
| Providence Asset Mgmt LLC | INVESTMENT ADVISOR | $7,526 | not reported in the loaded dataset |
| Webb Financial Group LLC | INVESTMENT ADVISOR | $7,518 | not reported in the loaded dataset |
| Broadleaf Partners LLC | INVESTMENT ADVISOR | $7,423 | not reported in the loaded dataset |
| Worthpointe LLC | INVESTMENT ADVISOR | $7,356 | not reported in the loaded dataset |
| Alpha Financial Advisors LLC | INVESTMENT ADVISOR | $7,292 | not reported in the loaded dataset |
| Winans International | INVESTMENT ADVISOR | $7,282 | not reported in the loaded dataset |
| Amfg Wealth Management LLC | INVESTMENT ADVISOR | $7,181 | not reported in the loaded dataset |
| Private Asset Management Inc | INVESTMENT ADVISOR | $7,036 | not reported in the loaded dataset |
| Creativeone Wealth LLC | INVESTMENT ADVISOR | $6,874 | not reported in the loaded dataset |
| Svb Wealth LLC | INVESTMENT ADVISOR | $6,818 | not reported in the loaded dataset |
| Ciovacco Capital Management | INVESTMENT ADVISOR | $6,799 | not reported in the loaded dataset |
| Nabity-Jensen Investment Mgmt | INVESTMENT ADVISOR | $6,776 | not reported in the loaded dataset |
| Curtis Advisory Group LLC | INVESTMENT ADVISOR | $6,731 | not reported in the loaded dataset |
| Stack Financial Management Inc | INVESTMENT ADVISOR | $6,600 | not reported in the loaded dataset |
| Vital Investment | INVESTMENT ADVISOR | $6,454 | not reported in the loaded dataset |
| Veerkloh LLC | INVESTMENT ADVISOR | $6,392 | not reported in the loaded dataset |
| Freestone Capital Management L | INVESTMENT ADVISOR | $6,358 | not reported in the loaded dataset |
| Strategic Investment Solutions | INVESTMENT ADVISOR | $6,268 | not reported in the loaded dataset |
| Svb Wealth LLC | INVESTMENT ADVISOR | $6,015 | not reported in the loaded dataset |
| Copley Investment Management L | INVESTMENT ADVISOR | $5,890 | not reported in the loaded dataset |
| Alpha Cubed Investments LLC | INVESTMENT ADVISOR | $5,863 | not reported in the loaded dataset |
| Sns Financial Group LLC | INVESTMENT ADVISOR | $5,847 | not reported in the loaded dataset |
| Manske Wealth Management LLC | INVESTMENT ADVISOR | $5,846 | not reported in the loaded dataset |
| Independent Financial Partners | INVESTMENT ADVISOR | $5,668 | not reported in the loaded dataset |
| Mtr Financial Services LLC | INVESTMENT ADVISOR | $5,608 | not reported in the loaded dataset |
| Ameritas Advisory Services LLC | INVESTMENT ADVISOR | $5,534 | not reported in the loaded dataset |
| Oxbow Advisors LLC | INVESTMENT ADVISOR | $5,515 | not reported in the loaded dataset |
| V Wealth Advisors LLC | INVESTMENT ADVISOR | $5,275 | not reported in the loaded dataset |
| Black Diamond Financial LLC | INVESTMENT ADVISOR | $5,245 | not reported in the loaded dataset |
| Fpl Capital Management LLC | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |