DESTINATION WEALTH MANAGEMENT

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Market position · 2024

Plans served7+1 YoYRank #1657 of mapped providers

Assets under administration$20.3B0.0%Market share · rank #658

Fees received$244,389Median $23,978/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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