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Day brief
Net flow reached $1.7B on October 9, 2026, driven by sizable new registrations and steady asset expansion among active firms. ETHOS FINANCIAL GROUP, LLC led all headline gainers by adding $280.8M, while newly reporting PURPOSE CAPITAL MANAGEMENT, LLC entered the market with $2B in regulatory assets. Total net advisor and branch headcounts each grew by 8 across 96 recorded events.
Existing advisors posted $290.9M in gains with zero asset losses reported across the board. ETHOS FINANCIAL GROUP, LLC lifted its regulatory AUM by 13.1% to $2.4B, up from $2.1B. PORTFOLIO DESIGN SERVICES, LLC delivered the other positive move of the session, rising 6.7% after adding $10.1M to finish at $159.8M.
New firm filings brought $2.2B in regulatory assets across seven new entities, headlined by PURPOSE CAPITAL MANAGEMENT, LLC at $2B and MLG ADVISORS LLC at $160.8M. Departures removed $731M across three firms, led by HELLER WEALTH MANAGEMENT at $553.9M, MERIDA CAPITAL HOLDINGS LLC at $157.3M, and GMS GROUP at $19.8M.
Also tracked: advisors +8 · locations +8
Top 2 AUM gains · $290.9M tracked across 2 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 2 by reported AUM · $2.2B entered · 2 of 7 new names had AUM
Top 3 by last reported AUM · $731M left · 3 of 3 exits had AUM