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Day brief
Daily net flow surged by $26.7B, powered by heavy gains at the top of the board. VINVA INVESTMENT MANAGEMENT led the session, adding $25.3B in regulatory assets to hit $42.9B. Total gains reached $27.4B across nine advancing firms, against zero reporting asset declines.
VINVA INVESTMENT MANAGEMENT paced all advancers with a 143.2% rise, taking its regulatory AUM from $17.6B to $42.9B. MOORSTONE, L.P. followed with a $929M gain (+42.6%) to reach $3.1B, while FINSER INVESTMENT ADVISOR climbed $329.1M (+23.2%) to $1.7B.
On the roster changes, 19 newly registered firms brought in $125.5M, led by ENDEAVOR ADVISORS LLC with $114.4M and DELTA CAPITAL with $11.1M. Departures removed $842.1M across seven exits, topped by SOCHA FINANCIAL GROUP, LLC with $430M, ARBOR CAPITAL MANAGEMENT INC with $372.5M, and BILL LOSEY RETIREMENT SOLUTIONS, LLC with $39.6M.
Also tracked: advisors +20 · locations +38
Top 3 AUM gains · $27.4B tracked across 9 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 2 by reported AUM · $125.5M entered · 2 of 19 new names had AUM
Top 3 by last reported AUM · $842.1M left · 3 of 7 exits had AUM