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Day brief
Net flow came in flat at $0 on September 7, 2026, with zero headline dollar movers posting gains or losses for the day. Advisor rosters and office counts saw slight positive movement, netting 2 advisors and 2 locations across all filings.
Both gained AUM and lost AUM registered at $0, leaving total net flow unchanged with zero winners and zero losers on the board. Overall activity totaled 9 events, dominated entirely by personnel and footprint changes rather than reported asset transfers.
Headcount updates showed a net addition of 2 advisors across 2 advisor events, while branch networks expanded by a net 2 locations across 4 location events. One new firm entered the records during the period, reporting $0 in initial regulatory assets.
Also tracked: advisors +2 · locations +2
Top 0 AUM gains · $0 tracked across 0 firms
No large AUM gains cleared the bar today.
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 0 exits had AUM
No firms with reported AUM exited today.