Signals

← Signals

☆FLRN

359 in-universe funds with a nonzero position in FLRN within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#18042
Score / z0.000 / -0.00
Consensus113.63 over 220 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 126.1 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 116.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 60.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 57.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 48.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 46.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 40.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 37.1 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 36.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 34.3 6.5% 2 -0.4 pp +6.5 pp +6.5 pp +6.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 33.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 32.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 29.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 29.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 28.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 27.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 25.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 22.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 21.2 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 21.1 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 20.5 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 19.7 4.4% 2 -0.5 pp +4.4 pp +4.4 pp +4.4 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 19.1 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 18.8 6.3% 2 -0.9 pp +6.3 pp +6.3 pp +6.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 18.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 15.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 15.6 5.4% 2 -0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 13.9 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 13.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 13.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 12.8 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 10.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 10.0 6.8% 3 -0.7 pp -1.8 pp +6.8 pp +6.8 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 9.9 3.0% 3 -0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 9.8 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 9.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 9.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 8.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 8.8 5.9% 2 -0.5 pp +5.9 pp +5.9 pp +5.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 7.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 7.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 7.3 0.9% 4 -0.1 pp -0.3 pp -2.9 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 7.0 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 6.4 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 4.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 3.9 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 3.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 3.5 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 3.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆United Community Bank CIK 0002000314 0.267 534 3.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 3.0 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 2.9 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 2.7 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 2.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 2.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.2 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 2.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.4 1.2% 2 -0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Old Port Advisors CIK 0001744348 0.222 266 1.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 2 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point Windward Advisors Inc. CIK 0001356202 0.195 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FLRN). Qtrs Held counts distinct quarters this fund has actually held FLRN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLRN position size. Δ columns are the percentage-point change in FLRN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status