MAGNOLIA CAPITAL ADVISORS

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12+4 YoYRank #1131 of mapped providers

Assets under administration$406M0.0%Market share · rank #5337

Fees received$947,556Median $63,741/planSum across Schedule C direct + indirect

Net wins YoY+45 won · 1 lostPlan-level switch detection

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