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Ameriprise Financial Services, LLC added 5 advisors from LPL Financial LLC
Moves · Sep 15, 2026 · SEC filings
Astravia Family Wealth Office LLC added 3 advisors from Wells Fargo Advisors
Moves · Sep 15, 2026 · SEC filings
Integrated Wealth Concepts LLC added 3 advisors from Keating Financial Advisory Services
Moves · Sep 15, 2026 · SEC filings
Kestra Advisory Services, LLC added 3 advisors from Commonwealth Financial Network
Moves · Sep 15, 2026 · SEC filings
Modern Wealth Management, LLC added 3 advisors from LPL Financial LLC
Moves · Sep 15, 2026 · SEC filings
Voya Financial Advisors, Inc. added 8 advisors from Strategic Advisers LLC
Moves · Sep 14, 2026 · SEC filings
New Edge Wealth added 6 advisors from UBS Financial Services Inc.
Moves · Sep 14, 2026 · SEC filings
Arkadios Wealth Advisors added 3 advisors from Osaic Advisory Services, LLC
Moves · Sep 14, 2026 · SEC filings
Merit Financial Advisors added 3 advisors from Commonwealth Financial Network
Moves · Sep 13, 2026 · SEC filings
Rise Private Wealth Management added 52 advisors from Ameriprise Financial Services, LLC
Moves · Sep 11, 2026 · SEC filings
Wells Fargo Advisors added 7 advisors from Wells Fargo Advisors
Moves · Sep 11, 2026 · SEC filings
Wells Fargo Advisors added 5 advisors from J.p. Morgan Securities LLC
Moves · Sep 11, 2026 · SEC filings
J.p. Morgan Securities LLC added 3 advisors from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Moves · Sep 11, 2026 · SEC filings
Steward Partners Investment Advisory, LLC added 3 advisors from Raymond James & Associates, Inc.
Moves · Sep 10, 2026 · SEC filings
Merrill Lynch, Pierce, Fenner & Smith Incorporated added 3 advisors from Wells Fargo Advisors
Moves · Sep 10, 2026 · SEC filings
LPL Financial LLC added 3 advisors from David P. Gilliam & Associates, Inc.
Moves · Sep 10, 2026 · SEC filings
Principal Securities, Inc. added 4 advisors from Lpl Enterprise, LLC
Moves · Sep 9, 2026 · SEC filings
LPL Financial LLC added 3 advisors from Cambridge Investment Research Advisors, Inc.
Moves · Sep 9, 2026 · SEC filings
Wpwealth LLP added 3 advisors from Optimus Capital Advisors, LLC
Moves · Sep 9, 2026 · SEC filings
LPL Financial LLC added 5 advisors from Raymond James Financial Services Advisors, Inc
Moves · Sep 8, 2026 · SEC filings
&Partners added 4 advisors from Commonwealth Financial Network
Moves · Sep 8, 2026 · SEC filings
LPL Financial LLC added 3 advisors from Wells Fargo Advisors
Moves · Sep 8, 2026 · SEC filings
Private Advisor Group, LLC added 6 advisors from Mariner Advisor Network
Moves · Sep 4, 2026 · SEC filings
UBS Financial Services Inc. added 5 advisors from Morgan Stanley
Moves · Sep 4, 2026 · SEC filings
Raymond James & Associates, Inc. added 5 advisors from UBS Financial Services Inc.
Moves · Sep 4, 2026 · SEC filings
Cetera Investment Advisers LLC added 5 advisors from Commonwealth Financial Network
Moves · Sep 4, 2026 · SEC filings
Rockefeller Capital Management added 4 advisors from Stifel, Nicolaus & Company, Incorporated
Moves · Sep 4, 2026 · SEC filings
Wells Fargo Advisors added 4 advisors from J.p. Morgan Securities LLC
Moves · Sep 4, 2026 · SEC filings
J.p. Morgan Securities LLC added 4 advisors from Wells Fargo Advisors
Moves · Sep 4, 2026 · SEC filings
Merrill Lynch, Pierce, Fenner & Smith Incorporated added 4 advisors from Strategic Advisers LLC
Moves · Sep 4, 2026 · SEC filings
Edward Jones added 4 advisors from Morgan Stanley
Moves · Sep 4, 2026 · SEC filings
Cresset Asset Management, LLC added 3 advisors from UBS Financial Services Inc.
Moves · Sep 4, 2026 · SEC filings
Suissa Private Wealth added 3 advisors from RBC Capital Markets, LLC
Moves · Sep 4, 2026 · SEC filings
RIA Group, LLC added 3 advisors from RIA Advisory Group, LLC
Moves · Sep 4, 2026 · SEC filings
New Edge Wealth added 3 advisors from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Moves · Sep 4, 2026 · SEC filings
LPL Financial LLC added 6 advisors from Florida Financial Advisors, LLC
Moves · Sep 3, 2026 · SEC filings
J.p. Morgan Securities LLC added 4 advisors from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Moves · Sep 3, 2026 · SEC filings
Merrill Lynch, Pierce, Fenner & Smith Incorporated added 4 advisors from Morgan Stanley
Moves · Sep 3, 2026 · SEC filings
Empower Advisory Group, LLC added 3 advisors from Wells Fargo Advisors
Moves · Sep 3, 2026 · SEC filings
LPL Financial LLC added 6 advisors from Osaic Wealth, Inc.
Moves · Sep 2, 2026 · SEC filings