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The Roskelley team

3Advisors
1Moves on our record
The lineage
until Sep 23, 2026PRIORRaymond James
Sep 23, 2026PRIORAmeriprise
Sep 23, 2026CURRENTLPL Financial
Sep 22, 2026team liftoutAmeriprise → LPL Financial

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Flows, fee cuts, and closure risk on the funds you watch — every trading morning.