WHITLEY PENN LLP

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served50+5 YoYRank #361 of mapped providers

Assets under administration$13.9B0.0%Market share · rank #952

Fees received$1MMedian $26,264/planSum across Schedule C direct + indirect

Net wins YoY+412 won · 8 lostPlan-level switch detection

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