MARCUM LLP

25 known aliases resolved via the canonical alias map

Market position · 2024

Plans served65-27 YoYRank #258 of mapped providers

Assets under administration$8.6B0.0%Market share · rank #1160

Fees received$2MMedian $20,000/planSum across Schedule C direct + indirect

Net wins YoY-1527 won · 42 lostPlan-level switch detection

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