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THE STANDARD

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13-6 YoYRank #996 of mapped providers
Assets under administration$506M0.0%Market share · rank #4923
Fees received$728,460Median $27,965/planSum across Schedule C direct + indirect
Net wins YoY-55 won · 10 lostPlan-level switch detection

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