Signals

← Signals

☆FLRN

434 in-universe funds with a nonzero position in FLRN within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#16062
Score / z0.000 / -0.02
Consensus109.59 over 217 funds
Momentumnot computed

Price & positioning

227 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 163.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 117.3 0.0% 4 +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 71.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 70.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 68.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 68.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 58.4 3.3% 3 +2.6 pp +3.3 pp +3.3 pp +3.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 46.7 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 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 41.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 39.1 7.5% 4 +0.1 pp +0.4 pp +0.4 pp +7.5 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 36.6 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 31.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 30.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 29.6 1.2% 4 +0.1 pp +0.1 pp -0.0 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 28.3 0.3% 4 +0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 26.1 0.7% 4 -0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 24.6 4.8% 4 +0.1 pp +0.2 pp +0.0 pp +4.8 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 22.7 7.2% 4 +1.3 pp +1.0 pp +0.1 pp +7.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 22.6 3.6% 4 -0.0 pp +0.1 pp -0.1 pp +3.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 21.7 4.3% 4 -0.2 pp +0.3 pp -0.0 pp +4.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 21.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 18.0 2.8% 4 -0.4 pp -0.5 pp -0.7 pp +2.8 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 17.3 3.2% 4 -1.3 pp -3.3 pp -3.7 pp +3.2 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 17.2 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 17.2 3.8% 4 -0.4 pp -0.6 pp -1.1 pp +3.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 15.8 3.7% 4 +0.0 pp +0.1 pp +0.1 pp +3.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 15.5 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 15.2 5.3% 4 -0.0 pp -0.1 pp -0.1 pp +5.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 13.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 13.8 1.0% 4 -0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 13.4 2.8% 4 +0.1 pp +0.0 pp -0.0 pp +2.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 12.2 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 9.9 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 9.7 1.3% 4 -0.0 pp -0.1 pp -0.2 pp +1.3 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 9.7 6.6% 5 +0.1 pp -0.2 pp -0.9 pp -2.0 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 9.5 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 7.9 0.8% 6 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 7.4 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 6.9 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 6.6 2.7% 5 -0.1 pp -0.3 pp -0.4 pp -0.2 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 6.4 4.8% 4 -0.2 pp -1.1 pp -1.7 pp +4.8 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.1 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 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 5.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.6 1.7% 4 -0.5 pp -0.5 pp -0.7 pp +1.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.4 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.3 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 4.1 3.0% 4 +0.5 pp +0.5 pp +0.3 pp +3.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 3.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 3.9 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 3.8 1.1% 4 +0.0 pp -0.1 pp -0.4 pp +1.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 3.3 2.8% 4 +0.2 pp +0.2 pp +0.2 pp +2.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 3.2 2.0% 4 +0.1 pp +0.1 pp +0.0 pp +2.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 3.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.1 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 2.9 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.9 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 2.8 1.0% 4 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 2.7 0.9% 1 +0.9 pp -0.1 pp -0.1 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.5 0.7% 4 +0.0 pp +0.1 pp +0.4 pp +0.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.3 1.0% 4 -0.2 pp -0.1 pp -0.2 pp +1.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 4 -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% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.6 1.0% 4 +0.7 pp +0.7 pp +0.7 pp +1.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.5 0.3% 4 -0.3 pp -0.3 pp -0.7 pp +0.3 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.3 1.1% 4 -0.0 pp -0.1 pp -0.7 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 1.3 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 1.2 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 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 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.8 0.0% 4 +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 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
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☆Unify Financial Advisors CIK 0002126814 0.217 90 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Advisor Resource Council CIK 0001820879 0.259 260 0.6 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -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% 5 -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% 1 +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% 1 +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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 5 -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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -1.1 pp -1.0 pp -1.4 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -1.2 pp -0.9 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -2.1 pp -2.2 pp -2.7 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Point Windward Advisors Inc. CIK 0001356202 0.195 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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
☆Friedenthal Financial CIK 0001598611 0.053 253 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
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -1.6 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
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +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
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 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
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -3.9 pp -4.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 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
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.1 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
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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