Daily Advisor News

Daily advisor net flow jumped by $2.6B, propelled by a massive expansion at Tuttle Capital Management, LLC. Tuttle led all advancers by adding $1.6B to reach $5.5B in regulatory AUM, pacing a day that saw $3.7B in total gains against just $174M in losses.

Growth was widespread among top movers, with Clarity Investment Management Inc. surging $812.9M (+71.9%) to bring its AUM from $1.1B to $1.9B. Grand Alliance Asset Management Ltd. also recorded a substantial increase, expanding by $750.6M (+41.6%) to close at $2.6B.

Downside activity remained modest, led by Steinberganna Wealth Management LLC, which dropped $127M (-25.6%) from $496.4M to $369.4M. Schwartz Investment Counsel Inc trimmed its regulatory AUM by $47M (-1.2%), ending at $3.7B.

New arrivals brought $906.8M into the reporting pool, headlined by Sageone Investment Managers LLP with $690.9M, Tidmore Retirement Planning Specialists with $112.9M, and Crafted Finance, LLC with $102.9M. Exiting the roster were Cederberg Capital Asia Limited ($684.6M), Cederberg Capital Limited ($684.6M), and Socotra Management, Inc. ($388.5M).