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STEWARD PARTNERS INVESTMENT SOLUTIO

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Market position · 2024

Plans served2Rank #5096 of mapped providers
Assets under administration$665M0.0%Market share · rank #4663
Fees received$14,637Median $7,319/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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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