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GREAT WATERS WEALTH MANAGEMENT

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Market position · 2024

Plans served2Rank #3995 of mapped providers
Assets under administration$9.0B0.0%Market share · rank #1414
Fees received$11,433Median $5,717/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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