Daily Advisor News

AUM net flow

+$1.3B Gained 5 firms

−

$0 Lost 0 firms

+

$0 New firms 0 with AUM

−

$2.7B Exits 5 with AUM

=

-$1.5B Net flow Day total

Also tracked: advisors -17 · locations -4

Big Winners

Top 3 AUM gains · $1.3B tracked across 5 firms

OR OLDE RALEIGH FINANCIAL GROUP +$565.7M AUM $0 → $565.7M Advisors 4 → 4 Locations 1 → 1 TJ THOMAS J. HERZFELD ADVISORS, INC. +$445.4M +50% AUM $890.4M → $1.3B Advisors 6 → 6 Locations 1 → 1 PS PFS SIGNATURE WEALTH +$211.6M AUM $0 → $211.6M Advisors 2 → 2 Locations 1 → 1

Big Losers

Top 0 AUM drops · $0 tracked across 0 firms

No large AUM drops cleared the bar today.

Hot & New

Top 0 by reported AUM · $0 entered · 0 of 5 new names had AUM

No new firms with reported AUM today.

Exits

Top 3 by last reported AUM · $2.7B left · 5 of 5 exits had AUM

CA CAPWEALTH ADVISORS, LLC $2B Exit AUM $2B Advisors 11 Locations 1 PP PACK PRIVATE WEALTH, LLC $326.2M Exit AUM $326.2M Advisors 2 Locations 1 HA HUDSON ADVISOR SERVICES, INC. $310.1M Exit AUM $310.1M Advisors 6 Locations 3