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ROBERTS & HOLLAND

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5Rank #2174 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2446
Fees received$1MMedian $122,972/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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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