Daily Advisor News

AUM net flow

+$28.1B Gained 18 firms

−

$535.5M Lost 3 firms

+

$0 New firms 0 with AUM

−

$8B Exits 10 with AUM

=

+$19.5B Net flow Day total

Also tracked: advisors +466 · locations +116

Big Winners

Top 3 AUM gains · $28.1B tracked across 18 firms

PA PRIVATE ADVISOR GROUP, LLC +$13.4B +30.2% AUM $44.3B → $57.7B Advisors 670 → 885 (+215) Locations 477 → 570 (+93) EA EQUITABLE ADVISORS, LLC +$4.8B +11.2% AUM $42.5B → $47.3B Advisors 4,664 → 4,664 Locations 886 → 886 PF PROSPERA FINANCIAL SERVICES, INC. +$2B +15.7% AUM $12.4B → $14.4B Advisors 207 → 211 (+4) Locations 140 → 150 (+10)

Big Losers

Top 3 AUM drops · $535.5M tracked across 3 firms

AR ASSET RISK CONSULTANTS (UK) LIMITED −$421.8M -30.9% AUM $1.4B → $945.2M Advisors 13 → 12 (-1) Locations 3 → 3 IS INSIGHT SECURITIES, INC. −$89.8M -95.4% AUM $94.2M → $4.4M Advisors 14 → 14 Locations 6 → 6 SA SARONA ASSET MANAGEMENT INC. −$23.8M -6.6% AUM $363M → $339.2M Advisors 13 → 10 (-3) Locations 5 → 6 (+1)

Hot & New

Top 0 by reported AUM · $0 entered · 0 of 8 new names had AUM

No new firms with reported AUM today.

Exits

Top 3 by last reported AUM · $8B left · 10 of 12 exits had AUM

TC TWO CREEKS CAPITAL MANAGEMENT, LP $1.9B Exit AUM $1.9B Advisors 8 Locations 1 WA WESTEND ADVISORS, LLC $1.9B Exit AUM $1.9B Advisors 7 Locations 1 SC STILLWATER CAPITAL ADVISORS, LLC $1.3B Exit AUM $1.3B Advisors 4 Locations 1