CONGRESS ASSET MANAGEMENT

20 known aliases resolved via the canonical alias map

Market position · 2024

Plans served27+1 YoYRank #584 of mapped providers

Assets under administration$29.4B0.0%Market share · rank #459

Fees received$3MMedian $58,720/planSum across Schedule C direct + indirect

Net wins YoY+12 won · 1 lostPlan-level switch detection

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