The Whale Ledger13F Filings9,285 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,285 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7057–7104

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7057

Independent Wealth Advisors LLC

Ballast Financial Advisors LLC

Catalyst Investment Management LLC

Schuylkill Financial LLC

Walsky Investment Management, Inc.

Trailhead Planners LLC

Encore Global Management, LP

One Wealth Management Investment & Advisory Services, LLC

Longboard Asset Management, LP

Y-Intercept (Hong Kong) Ltd

PBU - The Pension Fund of Early Childhood & Youth Educators

Ameritas Investment Partners, Inc.

Hennion & Walsh Asset Management, Inc.

GHP Investment Advisors, Inc.

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

Aventail Capital Group, LP

Premier Fund Managers Ltd

ANDERSON HOAGLAND & CO

CONNORS INVESTOR SERVICES INC

Zuckerman Investment Group, LLC

CUTLER INVESTMENT COUNSEL LLC

DUPONT CAPITAL MANAGEMENT CORP

Bouvel Investment Partners, LLC

Rakuten Securities, Inc.

S.E.E.D. Planning Group LLC

PLATINUM INVESTMENT MANAGEMENT LTD

GRAYBILL WEALTH MANAGEMENT, LTD.

ELEVATION WEALTH PARTNERS, LLC

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Sonoma Allocations LLC

Summit Creek Advisors LLC

William Mack & Associates, Inc.

Red Spruce Capital, LLC

First Bancorp, Inc /ME/

FORTE ASSET MANAGEMENT LLC

LYNX CAPITAL GROUP LTD /ADV

Econ Financial Services Corp

Meriwether Wealth & Planning, LLC

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Retirement Wealth Solutions LLC

$189M907

Sep 30

Q3 2026

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