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 7489–7536

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7489

MARSHALL FINANCIAL GROUP INC /ADV

Oldfather Financial Services, LLC

Sterling Financial Group, Inc.

FSA Wealth Management LLC

Wela Strategies, Inc.

Citadel Investment Advisory, Inc.

Ascent Capital Management, LLC

Triad Investment Management

Timbuktu Capital Management, LLC

Connective Portfolio Management, LLC

SIT INVESTMENT ASSOCIATES INC

Florida Trust Wealth Management Co

NorthCrest Asset Manangement, LLC

SteelPeak Wealth, LLC

PARK NATIONAL CORP /OH/

CoreCap Advisors, LLC

Spire Wealth Management

CWA Asset Management Group, LLC

Focus Financial Network, Inc.

BEACON INVESTMENT ADVISORY SERVICES, INC.

North Dakota State Investment Board

Procyon Advisors, LLC

B. Riley Wealth Advisors, Inc.

EVOLVE PRIVATE WEALTH, LLC

Versant Capital Management, Inc

Accurate Wealth Management, LLC

TOTH FINANCIAL ADVISORY CORP

LATHROP INVESTMENT MANAGEMENT CO

Farmers National Bank

Alliance Private Wealth, LLC

Selby Wealth Management, LLC

SHAKER INVESTMENTS LLC/OH

Green Ridge Wealth Planning LLC

Steelhead Wealth Management LLC

$197M84

Mar 31

Q1 2026

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