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 6577–6624

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Plato Investment Management Ltd

FIDELIS CAPITAL PARTNERS, LLC

VALLEY WEALTH MANAGERS, INC.

SSI INVESTMENT MANAGEMENT LLC

Cornerstone Wealth Group, LLC

Pinnacle Wealth Management Advisory Group, LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

China Universal Asset Management Co., Ltd.

BTC Capital Management, Inc.

Tradition Wealth Management, LLC

Strategic Wealth Partners, Ltd.

IMA Advisory Services, Inc.

Main Street Financial Solutions, LLC

First Heartland Consultants, Inc.

Perennial Investment Advisors, LLC

Ethos Financial Group, LLC

TRANSCEND CAPITAL ADVISORS, LLC

Fiduciary Alliance LLC

HARBOR INVESTMENT ADVISORY, LLC

Limestone Investment Advisors LP

Rothschild Wealth LLC

Continuum Advisory, LLC

Coppell Advisory Solutions LLC

MOODY NATIONAL BANK TRUST DIVISION

Transamerica Financial Advisors, LLC

AMERICAN NATIONAL BANK & TRUST

Marks Group Wealth Management, Inc

Institute for Wealth Management, LLC.

Inscription Capital, LLC

CVA Family Office, LLC

Golden State Wealth Management, LLC

Pinnacle Wealth Planning Services, Inc.

Kera Capital Partners, Inc.

Archer Investment Corp

Steigerwald, Gordon & Koch Inc.

Fulcrum Asset Management LLP

O'Brien Wealth Partners LLC

$756M110

Dec 31

Q4 2025

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