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 8017–8064
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
8017
Manske Wealth Management
49
$403M226
Jun 30
Q2 2026
8018
Miller Capital Partners, Inc.
49
$257M258
Jun 30
Q2 2026
8019
Innovative Asset Advisors Group, LLC
49
$229M287
Jun 30
Q2 2026
8020
Donald L. Hagan, LLC
49
$204M86
Sep 30
Q3 2025
8021
PROSPERITY BANCSHARES INC
49
$153M450
Jun 30
Q2 2026
8022
Phillip James Consulting Co.
49
$150M401
Jun 30
Q2 2026
8023
Advocate Investing Services LLC
49
$130M460
Jun 30
Q2 2026
8024
CrossGen Wealth, LLC
49
$129M214
Jun 30
Q2 2026
8025
CDKV HOLDINGS LLC
49
$128M276
Jun 30
Q2 2026
8026
Leo H. Evart, Inc.
49
$127M328
Jun 30
Q2 2026
8027
Birchwood Financial Partners, Inc.
49
$122M352
Jun 30
Q2 2026
8028
VISION FINANCIAL MARKETS LLC
49
$115M413
Jun 30
Q2 2026
8029
ADKINS SEALE CAPITAL MANAGEMENT LLC
49
$112M236
Jun 30
Q2 2026
8030
Riverview Trust Co
49
$81M220
Mar 31
Q1 2026
8031
Connective Portfolio Management, LLC
49
$67M39
Sep 30
Q3 2026
8032
EFG International AG
48
$5.5B2,399
Jun 30
Q2 2026
8033
Mutual Advisors, LLC
48
$4.7B1,353
Mar 31
Q1 2026
8034
Gulf International Bank (UK) Ltd
48
$4.5B589
Mar 31
Q1 2026
8035
Fifth Third Wealth Advisors LLC
48
$3.6B992
Jun 30
Q2 2026
8036
CX Institutional
48
$3.5B1,569
Jun 30
Q2 2026
8037
Spire Wealth Management
48
$3.3B2,393
Jun 30
Q2 2026
8038
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
48
$3.3B908
Mar 31
Q1 2026
8039
EXENCIAL WEALTH ADVISORS, LLC
48
$3.2B568
Mar 31
Q1 2026
8040
Brooklyn Investment Group
48
$3.2B1,827
Mar 31
Q1 2026
8041
ST GERMAIN D J CO INC
48
$2.8B914
Jun 30
Q2 2026
8042
LEAVELL INVESTMENT MANAGEMENT, INC.
48
$2.7B634
Jun 30
Q2 2026
8043
FLAGSHIP HARBOR ADVISORS, LLC
48
$2.6B752
Jun 30
Q2 2026
8044
Venturi Wealth Management, LLC
48
$2.6B1,067
Jun 30
Q2 2026
8045
PFG Investments, LLC
48
$2.6B1,295
Jun 30
Q2 2026
8046
Cornerstone Wealth Management, LLC
48
$2.3B745
Jun 30
Q2 2026
8047
Strategic Blueprint, LLC
48
$2.0B677
Sep 30
Q3 2026
8048
NWAM LLC
48
$2.0B684
Jun 30
Q2 2026
8049
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
48
$1.7B2,359
Jun 30
Q2 2026
8050
BTC Capital Management, Inc.
48
$1.6B508
Jun 30
Q2 2026
8051
SVB WEALTH LLC
48
$1.6B1,570
Jun 30
Q2 2026
8052
Sunbelt Securities, Inc.
48
$1.6B2,954
Mar 31
Q1 2026
8053
McIlrath & Eck, LLC
48
$1.3B1,645
Mar 31
Q1 2026
8054
BFSG, LLC
48
$1.1B769
Jun 30
Q2 2026
8055
Golden State Wealth Management, LLC
48
$1.1B1,684
Jun 30
Q2 2026
8056
Steigerwald, Gordon & Koch Inc.
48
$1.0B765
Jun 30
Q2 2026
8057
Qsemble Capital Management, LP
48
$781M371
Jun 30
Q2 2026
8058
Belmont Capital, LLC
48
$657M167
Jun 30
Q2 2025
8059
Fairvoy Private Wealth, LLC
48
$496M210
Sep 30
Q3 2026
8060
Retirement Management Systems Inc.
48
$488M55
Jun 30
Q2 2026
8061
MONETARY MANAGEMENT GROUP INC
48
$487M336
Jun 30
Q2 2026
8062
Bill Few Associates, Inc.
48
$485M234
Sep 30
Q3 2026
8063
Legacy Capital Wealth Partners, LLC
48
$481M371
Sep 30
Q3 2026
8064
Monument Capital Management
48
$480M255
Sep 30
Q3 2026
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