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Day brief
Daily net flow finished at $174M on September 18, 2026, as $2.3B in total asset additions offset $2.1B in exiting regulatory AUM. SHARPE ADVISORS, LLC and SUMMA CORP. headlined the advances, collectively contributing nearly $2.2B in growth.
SHARPE ADVISORS, LLC posted the largest single increase, adding $1.2B to bring its regulatory assets to $1.2B from zero. SUMMA CORP. expanded by $999.3M, a 170.2% rise that lifted the firm from $587.2M to $1.6B, while DEMMING FINANCIAL SERVICES CORP. grew by $90.2M to finish at $765.9M.
No active firms recorded AUM losses for the period, but four exits accounted for $2.1B in departing assets. Those exits were led by OPES WEALTH MANAGEMENT, LLC with $822.3M, IAM ADVISORY LLC with $699.4M, and BRAVE FAMILY ADVISORS with $624.3M.
Also tracked: advisors +6 · locations +19
Top 3 AUM gains · $2.3B tracked across 3 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 11 new names had AUM
No new firms with reported AUM today.
Top 3 by last reported AUM · $2.1B left · 3 of 4 exits had AUM