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 7681–7728

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7681

Diametric Capital, LP

One Wealth Advisors, LLC

Fortis Capital Advisors, LLC

LAKE STREET PRIVATE WEALTH, LLC

Walkner Condon Financial Advisors LLC

PRAIRIE ADVISORY, LLC

Stokes Family Office, LLC

Talon Private Wealth, LLC

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Sargent Investment Group, LLC

Legacy Financial Advisors, Inc.

Faithward Advisors, LLC

Canal Capital Management, LLC

LaSalle St. Investment Advisors, LLC

MITCHELL MCLEOD PUGH & WILLIAMS INC

Greenland Capital Management LP

ARQ WEALTH ADVISORS, LLC

KPP Advisory Services LLC

Wellington Shields Capital Management, LLC

Qtron Investments LLC

Virtue Capital Management, LLC

BEARING POINT CAPITAL, LLC

Huntleigh Advisors, Inc.

LAUREL OAK WEALTH MANAGEMENT, LLC

Tyche Wealth Partners LLC

K.J. Harrison & Partners Inc

Summit Wealth Partners, LLC

IPG Investment Advisors LLC

Blume Capital Management, Inc.

CALTON & ASSOCIATES, INC.

SevenBridge Financial Group, LLC

ASHTON THOMAS SECURITIES, LLC

Providence Capital Advisors, LLC

Sovereign Financial Group, Inc.

WealthShield Partners, LLC

Harvest Investment Services, LLC

Advisors Preferred, LLC

Centric Wealth Management

PKS Advisory Services, LLC

Proactive Wealth Strategies LLC

SAGE RHINO CAPITAL LLC

Platform Technology Partners

$611M394

Jun 30

Q2 2026

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