DATA RESEARCH GROUP

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2Rank #3678 of mapped providers

Assets under administration$954M0.0%Market share · rank #4152

Fees received$34,257Median $17,129/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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