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Thursday, October 8, 2026The Morning Brief →Sign in
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Jeff Marvin

Citrus Wealth Management · Reported Oct 8
In network coverage since October 8, 2026 · 2 stories
Network coverage
move

Four Raymond James practices move more than $1B to Ascentis, keep Raymond James custody

The practices will operate from offices in California and Colorado under their own brands.
Moves · Oct 8Ascentis adds four Raymond James practices with about $1.06B in client assets
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