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Day brief
Daily advisor net flow sank -$12.9B on September 5, 2026, as a massive exit overwhelmed $4.4B in aggregate gains. EVOKE ADVISORS headlined the downward pressure with a $17.3B exit, while CONRAD SIEGEL INVESTMENT ADVISORS led all gainers with a $2B expansion.
CONRAD SIEGEL INVESTMENT ADVISORS set the pace among nine gaining firms, jumping +19.9% with a $2B increase that brought total regulatory AUM to $12.1B. VERECAN CAPITAL MANAGEMENT INC. expanded by $794.8M (+114.7%) to reach $1.5B, while PARK ROAD PARTNERS LP added $691.3M to rise from $0 to $691.3M.
Departures dominated the day's net calculation, with EVOKE ADVISORS accounting for the full $17.3B in dead AUM. Across the board, zero firms registered regulatory AUM decreases, leaving gross asset additions at $4.4B before factoring in the single exit.
Also tracked: advisors -26 · locations +10
Top 3 AUM gains · $4.4B tracked across 9 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 9 new names had AUM
No new firms with reported AUM today.
Top 1 by last reported AUM · $17.3B left · 1 of 1 exits had AUM