STEWARD PARTNERS INVESTMENT SOLUTIO

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served2Rank #4943 of mapped providers

Assets under administration$665M0.0%Market share · rank #4660

Fees received$14,637Median $7,319/planSum across Schedule C direct + indirect

Net wins YoY+22 won · 0 lostPlan-level switch detection

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