Daily Advisor News

AUM net flow

+$4.8B Gained 6 firms

−

$0 Lost 0 firms

+

$784.2M New firms 5 with AUM

−

$1B Exits 6 with AUM

=

+$4.6B Net flow Day total

Also tracked: advisors +30 · locations +22

Big Winners

Top 3 AUM gains · $4.8B tracked across 6 firms

B BAKERAVENUE +$2.6B +51.9% AUM $5.1B → $7.7B Advisors 29 → 35 (+6) Locations 14 → 17 (+3) SF SHEPHERD FINANCIAL +$1.3B +21% AUM $6.2B → $7.5B Advisors 31 → 32 (+1) Locations 7 → 5 (-2) LS LIBERTY STREET ADVISORS, INC. +$499M +26.5% AUM $1.9B → $2.4B Advisors 13 → 13 Locations 2 → 2

Big Losers

Top 0 AUM drops · $0 tracked across 0 firms

No large AUM drops cleared the bar today.

Hot & New

Top 3 by reported AUM · $784.2M entered · 5 of 17 new names had AUM

AG AUGNITION GLOBAL INVESTORS $571.1M AUM $571.1M Advisors 5 Locations 2 DW DREW WEALTH MANAGEMENT $102.3M AUM $102.3M Advisors 1 Locations 1 C COLEFP $102.1M AUM $102.1M Advisors 2 Locations 3

Exits

Top 3 by last reported AUM · $1B left · 6 of 8 exits had AUM

TW TRINITY WEALTH MANAGEMENT LLC $425.2M Exit AUM $425.2M Advisors 4 Locations 1 CW COMPASS WEALTH MANAGEMENT, LLC $307.7M Exit AUM $307.7M Advisors 2 Locations 1 BI BEY-DOUGLAS, LLC INVESTMENT COUNSEL $179.8M Exit AUM $179.8M Advisors 3 Locations 1