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Davis & Gilbert LLP

Matched across 8 name variants in the filings

Market position · 2024

Plans served14+8 YoYRank #1347 of mapped providers
Assets under administration$12.2B0.0%Share of filed assets - rank #1150
Fees received$832,458Median $26,721/planSum across Schedule C direct + indirect
Net wins YoY+45 won - 1 lostPlan-level switch detection

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