WESTWOOD TRUST

18 known aliases resolved via the canonical alias map

Market position · 2024

Plans served7-3 YoYRank #1794 of mapped providers

Assets under administration$62.7B0.1%Market share · rank #249

Fees received$3MMedian $342,801/planSum across Schedule C direct + indirect

Net wins YoY-40 won · 4 lostPlan-level switch detection

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