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MELTON & MELTON LLP

14 known aliases resolved via the canonical alias map

Market position · 2024

Plans served32+6 YoYRank #503 of mapped providers
Assets under administration$16.8B0.0%Market share · rank #787
Fees received$672,224Median $21,131/planSum across Schedule C direct + indirect
Net wins YoY+612 won · 6 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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