Filings through .
Keiter, Stephens, Hurst, Gary & SHR
Matched across 11 name variants in the filings
Analytics
Market position · 2024
Plans served4Rank #2091 of mapped providers
Assets under administration$809M0.0%Rank #5291 by share of filed assets
Fees received$81,528Median $18,613/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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