SEI recruited Kristie Edling-Day from LPL Financial, according to overnight moves in our tracking.
The same tracking shows Hightower added Robert Picard from First Republic Private Wealth Management and Marc Cabezas from Edelman Financial Services. Carson Group added Matt Humphrey from United Bank / United Brokerage Services.
LPL Financial still led 30-day advisor activity, with Kestra Private Wealth Services third at 71 events, the same tracking shows.
The tracked records do not specify the roles, so the exact functions remain unstated.
LPL leads 30-day advisor activity with 121 moves
Kestra Private Wealth Services sits third, 50 moves back
- LPL Financial121 advisor moves
- UBS98 advisor moves
- Kestra Private Wealth Services71 advisor moves
Show as table
| Item | Value (advisor moves) |
|---|---|
| LPL Financial | 121 advisor moves |
| UBS | 98 advisor moves |
| Kestra Private Wealth Services | 71 advisor moves |
Reported by the Features desk from Private Wealth Daily tracked activity. Published . Updated Oct 28, 2026 · 2:57 p.m. ET. Corrections