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 72497296
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
7249
Cornerstone Wealth, LLC/TN
53
$198M102
Jun 30
Q2 2026
7250
EHRLICH FINANCIAL GROUP
53
$194M119
Jun 30
Q2 2026
7251
Ballew Advisors, Inc
53
$194M129
Jun 30
Q2 2026
7252
CAPITAL FINANCIAL GROUP INC\CO\ /ADV
53
$191M102
Jun 30
Q2 2026
7253
Wall Street Financial Group, Inc.
53
$187M120
Jun 30
Q2 2026
7254
Financial Planning Hawaii, Inc.
53
$186M134
Jun 30
Q2 2026
7255
Marin Bay Wealth Advisors, LLC
53
$186M129
Jun 30
Q2 2026
7256
Commerce Advisors, LLC
53
$184M128
Jun 30
Q2 2026
7257
MEMBERS WEALTH LLC
53
$182M120
Jun 30
Q2 2026
7258
RAINIER FAMILY WEALTH INC
53
$176M102
Jun 30
Q2 2026
7259
ALTERNA WEALTH MANAGEMENT, INC
53
$174M109
Jun 30
Q2 2026
7260
Livet Wealth, LLC
53
$173M122
Jun 30
Q2 2026
7261
Gambit Capital Management, LLC
53
$172M103
Jun 30
Q2 2026
7262
NORTHLAND SECURITIES, INC.
53
$172M123
Jun 30
Q2 2026
7263
CATHY PARETO & ASSOCIATES, INC
53
$171M102
Jun 30
Q2 2026
7264
Park Capital Management, LLC / WI
53
$170M161
Jun 30
Q2 2026
7265
Arsenal Capital Advisors LLC
53
$169M108
Jun 30
Q2 2026
7266
Evansbrook LLC
53
$168M127
Jun 30
Q2 2026
7267
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
53
$166M122
Jun 30
Q2 2026
7268
Piedmont Capital Management, LLC/NC
53
$164M123
Jun 30
Q2 2026
7269
Reflection Asset Management
53
$163M127
Mar 31
Q1 2026
7270
Cogent Private Wealth, Inc.
53
$160M117
Jun 30
Q2 2026
7271
Gladwyn Financial Advisors, Inc.
53
$160M107
Jun 30
Q2 2026
7272
ABS Investment Management LLC
53
$159M111
Jun 30
Q2 2026
7273
Rare Wolf Capital LLC
53
$156M120
Jun 30
Q2 2026
7274
Aegis Wealth Management, Inc.
53
$155M183
Jun 30
Q2 2026
7275
Income Insurance Ltd
53
$154M159
Jun 30
Q2 2026
7276
Hummer Financial Advisory Services Inc
53
$152M129
Jun 30
Q2 2026
7277
Hamrick Investment Counsel, llc
53
$151M186
Jun 30
Q2 2026
7278
South Shore Capital Advisors
53
$149M154
Jun 30
Q2 2026
7279
Blake Schutter Theil Wealth Advisors, LLC
53
$148M110
Jun 30
Q2 2026
7280
JM2 Capital Inc.
53
$146M121
Jun 30
Q2 2026
7281
LightSquare Wealth Management, LLC
53
$145M104
Jun 30
Q2 2026
7282
DARA CAPITAL US, INC.
53
$145M110
Jun 30
Q2 2026
7283
Post Resch Tallon Group Inc.
53
$145M138
Jun 30
Q2 2026
7284
Avise Financial Cooperative, Inc.
53
$141M114
Jun 30
Q2 2026
7285
TENET WEALTH PARTNERS, LLC
53
$134M101
Jun 30
Q2 2026
7286
Athena Wealth Management, LLC
53
$134M104
Jun 30
Q2 2026
7287
WAYSTONE ADVISORS LLC
53
$134M110
Jun 30
Q2 2026
7288
New Covenant Trust Company, N.A.
53
$133M107
Jun 30
Q2 2026
7289
Tortuga Wealth Management, Inc
53
$132M135
Jun 30
Q2 2026
7290
Larry Mathis Financial Planning, LLC
53
$131M150
Jun 30
Q2 2026
7291
S Harris Financial Group, LLC
53
$129M124
Jun 30
Q2 2026
7292
Fortune Financial Group, Inc.
53
$128M165
Jun 30
Q2 2026
7293
Signet Private Wealth LLC
53
$125M127
Jun 30
Q2 2026
7294
Connecticut Capital Management Group, LLC
53
$124M195
Jun 30
Q2 2026
7295
Opus Financial Solutions LLC
53
$124M111
Jun 30
Q2 2026
7296
Burnham & Co LLC
53
$124M197
Jun 30
Q2 2026
← PreviousPage 152 of 194 · 9,303 filersNext →