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 8065–8112

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8065

Accel Wealth Management

ALPINE WOODS CAPITAL INVESTORS, LLC

Uncommon Cents Investing LLC

Legacy Wealth Asset Management, LLC

Diligent Investors, LLC

Mystic Asset Management, Inc.

Hartford Financial Management Inc.

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Triangle Securities Wealth Management

WHITE PINE CAPITAL LLC

Elmwood Wealth Management, Inc.

Tactive Advisors, LLC

ELEVATUS WELATH MANAGEMENT

Centurion Wealth Management LLC

LongView Wealth Management

Acorn Wealth Advisors, LLC

ROBERTS GLORE & CO INC /IL/

Revisor Wealth Management LLC

BURKE & HERBERT BANK & TRUST CO

Capital Innovations LLC

Independent Wealth Network Inc.

Net Worth Advisory Group

Colonial River Investments, LLC

Global Financial Private Client, LLC

Range Financial Group LLC

Key Client Fiduciary Advisors, LLC

Pines Wealth Management, LLC

JEPPSON WEALTH MANAGEMENT, LLC

West Family Investments, Inc.

Realta Investment Advisors

WRIGHT INVESTORS SERVICE INC

OLD POINT TRUST & FINANCIAL SERVICES N A

TRED AVON FAMILY WEALTH, LLC

RICHARDS, MERRILL & PETERSON, INC.

HALL LAURIE J TRUSTEE

Investment Research Partners LLC

Lewis Asset Management, LLC

Tranquility Partners, LLC

Quad-Cities Investment Group, LLC

$280M213

Sep 30

Q3 2026

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