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Independent Intelligence on the Private Wealth Industry
Tuesday, October 6, 2026The Morning Brief →Sign in
wealth team

Praxis Financial Partners

$1.1BBook of businessas reported in coverage
4Advisors
Alpharetta, GAMarket
1Moves on our record
The lineage
until Oct 6, 2026PRIORWells Fargo Advisors Financial Network (FiNet)
Oct 6, 2026CURRENTLPL Financial
Oct 5, 2026team liftoutFiNet → LPL Financial

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