Daily Advisor News

AUM net flow

+$621M Gained 5 firms

−

$521.4M Lost 2 firms

+

$0 New firms 0 with AUM

−

$4.5B Exits 2 with AUM

=

-$4.4B Net flow Day total

Also tracked: advisors -72 · locations -47

Big Winners

Top 3 AUM gains · $621M tracked across 5 firms

PR PEAK RETIREMENT PLANNING, INC. +$271.7M +43.1% AUM $631M → $902.7M Advisors 16 → 15 (-1) Locations 2 → 2 PW PONTA WEALTH PARTNERS, LLC +$131.9M +61.5% AUM $214.3M → $346.1M Advisors 2 → 2 Locations 1 → 1 TA TERAMO ADVISORS, LLC +$124.7M +36.2% AUM $344.7M → $469.3M Advisors 2 → 2 Locations 1 → 1

Big Losers

Top 2 AUM drops · $521.4M tracked across 2 firms

NC NEW CENTURY ADVISORS, LLC −$341.4M -7.9% AUM $4.3B → $4B Advisors 10 → 10 Locations 5 → 5 CC CANARAS CAPITAL MANAGEMENT, LLC −$180M -32.1% AUM $561M → $381M Advisors 8 → 8 Locations 1 → 1

Hot & New

Top 0 by reported AUM · $0 entered · 0 of 3 new names had AUM

No new firms with reported AUM today.

Exits

Top 2 by last reported AUM · $4.5B left · 2 of 2 exits had AUM

GL GOOD LIFE ADVISORS, LLC $4.4B Exit AUM $4.4B Advisors 88 Locations 49 MF MCS FAMILY WEALTH ADVISORS $162.6M Exit AUM $162.6M Advisors 2 Locations 4