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 5713–5760

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5713

B. Riley Wealth Advisors, Inc.

Signal Advisors Wealth, LLC

PARSONS CAPITAL MANAGEMENT INC/RI

Cyndeo Wealth Partners, LLC

Rehmann Capital Advisory Group

Resonant Capital Advisors, LLC

Siemens Fonds Invest GmbH

Essex Financial Services, Inc.

Turtle Creek Wealth Advisors, LLC

FOUNDERS FINANCIAL SECURITIES LLC

North Star Investment Management Corp.

Soltis Investment Advisors LLC

Catalyst Funds Management Pty Ltd

VALLEY WEALTH MANAGERS, INC.

Keystone Financial Group

Colonial Trust Advisors

Fiduciary Alliance LLC

Onyx Bridge Wealth Group LLC

Pekin Hardy Strauss, Inc.

O'Brien Wealth Partners LLC

Timber Creek Capital Management LLC

Copper Harbor Investment Advisors, LLC

FIRST WILSHIRE SECURITIES MANAGEMENT INC

Gator Capital Management, LLC

Paragon Advisors, LLC

Shelter Mutual Insurance Co

Rothschild Capital Partners, LLC

Progressive Investment Management Corp

GARDNER LEWIS ASSET MANAGEMENT L P

Bare Financial Services, Inc

Goodman Advisory Group, LLC

MONIMUS CAPITAL MANAGEMENT, LP

AMJ Financial Wealth Management

PYA Waltman Capital, LLC

ROSENBLUM SILVERMAN SUTTON S F INC /CA

$416M80

Jun 30

Q2 2026

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