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Advisory Money in Motion: July 2015

Advisory Money in Motion: July 2015

Net advised assets coming to, and leaving, major brokages based upon press releases and published information during the month of July 2015. Estimated data assumes 100 percent of client assets travel with the advisor. If you have news regarding advisor moves going forward, please send to [email protected].

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*Note: The advisors who J.P. Morgan reported joining the firm on July 7, 2015 collectively managed $2 billion in assets. 

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