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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Edwards, George Kursar, Michael OcchiutoRBC Wealth ManagementJefferies$002-02-2016
Kathleen M. Thomas, Tammy Symons, Jayne Veilleux, Stephen Coopersmith, Lisa Morgan, Elizabeth Hellard, Jeanne CaitoRaymond JamesAmeriprise Financial$15002-01-2016
Mark FlintBeacon Pointe Wealth AdvisorsBrandes Investment Partners$001-22-2016
Tom Prentice, Young Chung, Tricia Prentice, Stephanie BarsnessRBC Wealth ManagementBank of America Merrill Lynch$28001-20-2016
Constance Miner, Ross HamiltonSteward Partners Global AdvisoryUBS Financial Services$20001-14-2016
William B. Wellons, Jr., Scott L. Abee, James W. Forrester, John A. RobinsonRaymond JamesWells Fargo Advisors; Davenport and Company $40001-14-2016
David McMahanProspera Financial ServicesCapital Guardian$32301-12-2016
Steve Saylor, Matt Moreman, Jason HeatonRaymond JamesBank of America Merrill Lynch$37001-04-2016
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex$001-04-2016
Raymond SaravitzLPL FinancialCommonwealth Financial Network$001-04-2016
Jeff Kocis, John Kinsella, Richard RohlfingLPL FinancialBank of America Merrill Lynch$20012-21-2015
Joseph Feinberg, Tamara SteinHightower AdvisorsMorgan Stanley Wealth Management$45012-17-2015
Lou NaserDFPG InvestmentsFirst Allied Securities$40012-15-2015
Michael ArnoldProspera Financial ServicesBank of America Merrill Lynch$14012-08-2015
Rick Leyva, Clelia Dipp, Imar RodriguezSnowden Lane PartnersBank of America Merrill Lynch$20012-04-2015
John M. Borth, David P. Brown, Paul G. UllmannSuntrust Investment ServicesUBS Financial Services$26012-04-2015
J. Leland Davis, Jeremy L. DavisAmeriprise FinancialCetera$18012-03-2015
Gregory J. KenzikRBC Wealth ManagementUBS Financial Services$30011-30-2015
Richard Zinman, Anthony Dertouzos, John MorenoMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$5,00011-23-2015
Sanford Family, Kenneth Leonard, Brian CrowleyRaymond JamesWells Fargo Advisors$45011-23-2015
James E. KneeVoya Financial AdvisorsAmeriprise Financial$5511-18-2015
Peter Loncar, Brent SteinRaymond JamesBank of America Merrill Lynch$30011-18-2015
Keith Ferguson, Brian Davis, Brian Remson, Allen Ferguson, Jamie MontgomeryRaymond JamesWells Fargo Advisors Financial Network$25011-16-2015
Chris Mahoney, Kevin Mahoney, Mark C. Marotta, Kristen Koluch, Phil MurphyRaymond JamesBank of America Merrill Lynch$2,90011-13-2015
Ron Zimmermann, Gary Peterson, Phillip DispenseRBC Wealth ManagementMorgan Stanley Wealth Management$13211-13-2015
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