The Whale Ledger13F Filings9,286 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,286 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7537–7584

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7537

NAPLES GLOBAL ADVISORS, LLC

United Asset Strategies, Inc.

Baader Bank Aktiengesellschaft

Certified Advisory Corp

SlateStone Wealth, LLC

Royal Fund Management, LLC

Mayflower Financial Advisors, LLC

Telos Capital Management, Inc.

Red Door Wealth Management, LLC

Palisade Asset Management, LLC

PATTON ALBERTSON MILLER GROUP, LLC

ARCADIA INVESTMENT MANAGEMENT CORP/MI

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

FORTEM FINANCIAL GROUP, LLC

Financial & Tax Architects, LLC

Poehling Capital Management, INC.

Cadent Capital Advisors, LLC

VELA Investment Management, LLC

Stokes Capital Advisors, LLC

BOSTON RESEARCH & MANAGEMENT INC

HighVista Strategies LLC

MONARCH CAPITAL MANAGEMENT INC

Gradient Capital Advisors, LLC

ABSOLUTE CAPITAL MANAGEMENT, LLC

BigSur Wealth Management LLC

Inlet Private Wealth, LLC

HARMONY ASSET MANAGEMENT LLC

Cutler Capital Management, LLC

Cornell Pochily Investment Advisors, Inc.

VISTA INVESTMENT PARTNERS LLC

Comprehensive Financial Consultants Institutional, Inc.

Stone Summit Wealth LLC

Gold Investment Management Ltd.

Argyle Capital Management, LLC

Forza Wealth Management, LLC

IAMS WEALTH MANAGEMENT, LLC

HF Advisory Group, LLC

Paragon Private Wealth Management, LLC

INVESTMENT PARTNERS, LTD.

MMA ASSET MANAGEMENT LLC

Maltin Wealth Management, Inc.

EXCALIBUR MANAGEMENT CORP

$303M175

Jun 30

Q2 2026

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