Daily Advisor News

AUM net flow

+$13.9B Gained 10 firms

−

$180.6M Lost 1 firms

+

$0 New firms 0 with AUM

−

$809M Exits 2 with AUM

=

+$12.9B Net flow Day total

Also tracked: advisors -7 · locations +3

Big Winners

Top 3 AUM gains · $13.9B tracked across 10 firms

AS ADP STRATEGIC PLAN SERVICES, LLC +$8.6B +36.3% AUM $23.8B → $32.4B Advisors 6 → 6 Locations 2 → 2 RA RESEARCH AFFILIATES +$4.4B +15.7% AUM $27.8B → $32.2B Advisors 29 → 15 (-14) Locations 1 → 1 LC LVM CAPITAL MANAGEMENT LTD +$247.6M +18.8% AUM $1.3B → $1.6B Advisors 8 → 8 Locations 2 → 3 (+1)

Big Losers

Top 1 AUM drops · $180.6M tracked across 1 firms

CP CRESCENT PARK MANAGEMENT, L.P. −$180.6M -77% AUM $234.4M → $53.8M Advisors 1 → 1 Locations 1 → 1

Hot & New

Top 0 by reported AUM · $0 entered · 0 of 4 new names had AUM

No new firms with reported AUM today.

Exits

Top 2 by last reported AUM · $809M left · 2 of 4 exits had AUM

BC BY CRYPTO MANAGEMENT, LLC $712.9M Exit AUM $712.9M Advisors 6 Locations 4 MA MRP ADVISORS, LLC $96.1M Exit AUM $96.1M Advisors 1 Locations 1