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FIRST BUSINESS TRUST & INVESTMENTS

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served14-1 YoYRank #1032 of mapped providers
Assets under administration$903M0.0%Market share · rank #4295
Fees received$628,585Median $45,017/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection

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First Business Trust & Investments - retirement plan analytics - PlanOptica