SUMMIT FINANCIAL CORPORATION

46 known aliases resolved via the canonical alias map

Market position · 2024

Plans served41+4 YoYRank #470 of mapped providers

Assets under administration$6.2B0.0%Market share · rank #2022

Fees received$1MMedian $26,125/planSum across Schedule C direct + indirect

Net wins YoY-211 won · 13 lostPlan-level switch detection

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