Filings through .
FTB Advisors, Inc.
Matched across 9 name variants in the filings
Analytics
Market position · 2024
Plans served10-4 YoYRank #1175 of mapped providers
Assets under administration$376M0.0%Rank #5063 by share of filed assets
Fees received$318,510Median $19,602/planSum across Schedule C direct + indirect
Net wins YoY-23 won - 5 lostPlan-level switch detection
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