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MOLONEY SECURITIES ASSET MGMT

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Market position · 2024

Plans served1Rank #6029 of mapped providers
Assets under administration$1.7B0.0%Market share · rank #3566
Fees received$8,394Median $8,394/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection

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