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# of Retirement Plans
None
1
2 to 4
5 to 10
Greater than 10
Prefer not to share
Plans Acquired Per Year
None
5 to 10
Prefer not to share
Retirement AUM
None
Less than $25 Million
$25 - $50 Million
$50 - $75 Million
$75 - $100 Million
More than $100 Million
Prefer not to share
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