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DAVIS

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5-1 YoYRank #2283 of mapped providers
Assets under administration$272M0.0%Market share · rank #5929
Fees received$94,200Median $25,500/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection

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