The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6481–6528

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6481

Avior Wealth Management, LLC

QUADRANT CAPITAL GROUP LLC

One Capital Management, LLC

Fifth Third Wealth Advisors LLC

LEVEL FOUR ADVISORY SERVICES, LLC

STOCK YARDS BANK & TRUST CO

VestGen Advisors, LLC

Krilogy Financial LLC

Pallas Capital Advisors LLC

Meridian Wealth Management, LLC

TOKIO MARINE ASSET MANAGEMENT CO LTD

INTEGRITY ALLIANCE, LLC.

Gladstone Institutional Advisory LLC

Belpointe Asset Management LLC

Proficio Capital Partners LLC

ST GERMAIN D J CO INC

LEAVELL INVESTMENT MANAGEMENT, INC.

Meeder Advisory Services, Inc.

ROTHSCHILD INVESTMENT LLC

INSIGNEO ADVISORY SERVICES, LLC

Prosperity Consulting Group, LLC

FLAGSHIP HARBOR ADVISORS, LLC

Venturi Wealth Management, LLC

Chesley Taft & Associates LLC

Pine Valley Investments Ltd Liability Co

Visionary Wealth Advisors

Csenge Advisory Group

MONTAG A & ASSOCIATES INC

Cornerstone Wealth Management, LLC

Meiji Yasuda Asset Management Co Ltd.

Integrated Advisors Network LLC

MONEY CONCEPTS CAPITAL CORP

Cyndeo Wealth Partners, LLC

CREATIVE FINANCIAL DESIGNS INC /ADV

Resonant Capital Advisors, LLC

Kovack Advisors, Inc.

OSTRUM ASSET MANAGEMENT

Jacobi Capital Management LLC

Aprio Wealth Management, LLC

WealthPlan Investment Management, LLC

Strategic Blueprint, LLC

$2.0B697

Jun 30

Q2 2026

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