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.

Sort by

Ranked by Whale ScoreShowing rows 6529–6576

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6529

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

Signal Advisors Wealth, LLC

Regal Investment Advisors LLC

FAS Wealth Partners, Inc.

Evergreen Wealth Solutions, LLC

Verdence Capital Advisors LLC

Turtle Creek Wealth Advisors, LLC

Kathmere Capital Management, LLC

Koshinski Asset Management, Inc.

Stratos Wealth Advisors, LLC

Parcion Private Wealth LLC

Waterloo Capital, L.P.

Frank, Rimerman Advisors LLC

$1.8B612

Jun 30

Q2 2026

← PreviousPage 137 of 194 · 9,303 filersNext →