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ROCKEFELLER

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3Rank #2816 of mapped providers
Assets under administration$43M0.0%Market share · rank #8451
Fees received$36,592Median $10,383/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 lostPlan-level switch detection

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Rockefeller - retirement plan analytics - PlanOptica