The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 5281–5328

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5281

Baker Avenue Asset Management, LP

Laird Norton Wetherby Trust Company, LLC

SNS Financial Group, LLC

Callan Family Office, LLC

Chicago Partners Investment Group LLC

GRIMES & Co WEALTH MANAGEMENT, LLC

JFS WEALTH ADVISORS, LLC

Financial Management Professionals, Inc.

Three Arch Wealth Management LLC

Meiji Yasuda America Inc

Kultura Capital Management LP

Waterway Wealth Management, LLC

Maxi Investments CY Ltd

Highland Financial Advisors, LLC

TrueWealth Advisors, LLC

Franklin, Parlapiano, Turner & Welch, LLC

New Capital Management LP

LIFELONG WEALTH ADVISORS, INC.

ETF Portfolio Partners, Inc.

Presidio Capital Management, LLC

Aurdan Capital Management, LLC

Decagon Asset Management LLP

CHERRYDALE WEALTH MANAGEMENT, LLC

One Degree Advisors Inc

CPA Asset Management Group, LLC

Pacifica Partners Inc.

Mills Wealth Advisors LLC

East Coast Asset Management, LLC.

Wealth Advisors Northwest LLC

O'Connor Financial Group LLC

Mid-American Wealth Advisory Group, Inc.

SPRENG CAPITAL MANAGEMENT, INC.

Orin Green Financial, LLC

Private Wealth Group, LLC

Higgins & Schmidt Wealth Strategies LLC

Sunesis Advisors, LLC

SOUTHERN CAPITAL ADVISORS, LLC

Team Financial Group, LLC

Silver Oak Advisory Group, Inc.

Harold Davidson & Associates Inc.

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