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Day brief
Daily Advisor News recorded a net AUM gain of $96.7M for July 4, 2026. Positive flows reached $96.7M against zero recorded losses across filing updates. Net advisor count shifted by -8 while location count expanded by a net 2 branches.
GRAHAM PARTNERS, LLC led all headline movers, raising its regulatory AUM by $96.7M (+2%) from $4.9B to $5B. No firms registered regulatory AUM losses during this cycle. Note that Form ADV regulatory AUM figures may differ from fund size metrics cited in press reports.
The period logged 1 new firm registration and 1 firm exit, with neither reporting active regulatory AUM at the time of filing. Regulatory activity also reflected 4 advisor movement events and 3 location adjustments.
Also tracked: advisors -8 · locations +2
Top 1 AUM gains · $96.7M tracked across 1 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 0 by reported AUM · $0 entered · 0 of 1 new names had AUM
No new firms with reported AUM today.
Top 0 by last reported AUM · $0 left · 0 of 1 exits had AUM
No firms with reported AUM exited today.