Filings through Oct 24, 2026.

HD Vest

Matched across 4 name variants in the filings

Market position · 2024

Plans served3Rank #2870 of mapped providers

Assets under administration$22M0.0%Share of filed assets - rank #10264

Fees received$48,724Median $7,000/planSum across Schedule C direct + indirect

Net wins YoY+12 won - 1 lostPlan-level switch detection

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