The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6769–6816
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
6769
First Citizens Financial Corp
53
$238M138
Sep 30
Q3 2026
6770
Ayrshire Capital Management LLC
53
$219M50
Sep 30
Q3 2026
6771
TILIA FIDUCIARY PARTNERS, INC.
53
$217M114
Sep 30
Q3 2026
6772
Reyes Financial Architecture, Inc.
53
$179M317
Jun 30
Q2 2026
6773
Navigoe, LLC
53
$169M228
Mar 31
Q1 2026
6774
4D Advisors, LLC
53
$158M34
Mar 31
Q1 2026
6775
Financial Life Planners
53
$156M339
Jun 30
Q2 2026
6776
Hoese & Co LLP
53
$154M203
Jun 30
Q2 2026
6777
McGinn Penninger Investment Management, Inc.
53
$153M34
Mar 31
Q1 2026
6778
Green Alpha Advisors, LLC
53
$148M110
Sep 30
Q3 2026
6779
City Center Advisors, LLC
53
$131M185
Sep 30
Q3 2026
6780
Katamaran Capital LLP
53
$126M36
Jun 30
Q2 2026
6781
Ally Bridge Group (NY) LLC
53
$124M28
Mar 31
Q1 2026
6782
Catherine Avery Investment Management LLC
53
$116M172
Sep 30
Q3 2026
6783
Rosenthal | Henry Capital Advisors, Inc.
53
$102M42
Mar 31
Q1 2026
6784
YOUSIF CAPITAL MANAGEMENT, LLC
52
$8.9B1,665
Jun 30
Q2 2026
6785
HM PAYSON & CO
52
$7.5B1,603
Jun 30
Q2 2026
6786
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
52
$6.9B1,876
Jun 30
Q2 2026
6787
Modern Wealth Management, LLC
52
$5.8B2,565
Mar 31
Q1 2026
6788
J.W. COLE ADVISORS, INC.
52
$5.8B1,593
Jun 30
Q2 2026
6789
HANCOCK WHITNEY CORP
52
$5.8B1,333
Mar 31
Q1 2026
6790
Wealthcare Advisory Partners LLC
52
$5.3B1,084
Jun 30
Q2 2026
6791
South Dakota Investment Council
52
$5.2B622
Mar 31
Q1 2026
6792
OLD NATIONAL BANCORP /IN/
52
$5.0B990
Jun 30
Q2 2026
6793
DENALI ADVISORS LLC
52
$993M318
Jun 30
Q2 2026
6794
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
52
$988M228
Sep 30
Q3 2026
6795
Redhawk Wealth Advisors, Inc.
52
$987M408
Sep 30
Q3 2026
6796
Foguth Wealth Management, LLC.
52
$986M227
Sep 30
Q3 2026
6797
XY Planning Network, Inc.
52
$929M380
Sep 30
Q3 2026
6798
Baker Ellis Asset Management LLC
52
$917M252
Sep 30
Q3 2026
6799
TWIN CAPITAL MANAGEMENT INC
52
$916M269
Jun 30
Q2 2026
6800
Symphony Financial, Ltd. Co.
52
$914M371
Jun 30
Q2 2026
6801
CRA Financial Services, LLC
52
$904M329
Sep 30
Q3 2026
6802
LexAurum Advisors, LLC
52
$893M424
Sep 30
Q3 2026
6803
Mirador Capital Partners LP
52
$859M224
Sep 30
Q3 2026
6804
Premier Path Wealth Partners, LLC
52
$856M376
Sep 30
Q3 2026
6805
Breakwater Capital Group
52
$844M392
Sep 30
Q3 2026
6806
AA Financial Advisors, LLC
52
$840M251
Sep 30
Q3 2026
6807
Mechanics Bank Trust Department
52
$798M205
Sep 30
Q3 2026
6808
Ironwood Investment Counsel, LLC
52
$762M269
Jun 30
Q2 2026
6809
Secure Asset Management, LLC
52
$753M338
Sep 30
Q3 2026
6810
Maia Wealth LLC
52
$726M353
Sep 30
Q3 2026
6811
CENTRAL BANK & TRUST CO
52
$701M210
Sep 30
Q3 2026
6812
Militia Capital Partners, LP
52
$699M413
Dec 31
Q4 2025
6813
PETTYJOHN, WOOD & WHITE, INC
52
$687M222
Jun 30
Q2 2026
6814
First Bank & Trust
52
$687M426
Sep 30
Q3 2026
6815
Montecito Bank & Trust
52
$660M451
Sep 30
Q3 2026
6816
Broderick Brian C
52
$646M346
Jun 30
Q2 2026
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