CAMBRIDGE INVESTMENT RESEARCH

107 known aliases resolved via the canonical alias map

Market position · 2024

Plans served478+17 YoYRank #60 of mapped providers

Assets under administration$148.1B0.2%Market share · rank #96

Fees received$34MMedian $22,979/planSum across Schedule C direct + indirect

Net wins YoY+15115 won · 100 lostPlan-level switch detection

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