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 8209–8256

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8209

Everest Financial Group LLC

Secure Asset Management, LLC

Radnor Capital Management, LLC

SageGuard Financial Group, LLC

LAUREL OAK WEALTH MANAGEMENT, LLC

Montecito Bank & Trust

MILESTONE ASSET MANAGEMENT, LLC

Curbstone Financial Management Corp

Hobart Private Capital, LLC

Southland Equity Partners LLC

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

BCS Wealth Management

Harbour Capital Advisors, LLC

CHEMUNG CANAL TRUST CO

Castle Rock Wealth Management, LLC

Select Asset Management & Trust

LongView Asset Management LLC

CHESAPEAKE ASSET MANAGEMENT LLC

BLKBRD Asset Management, LP

PEAPACK GLADSTONE FINANCIAL CORP

World Investment Advisors

Grassi Investment Management

Hanson & Doremus Investment Management

MALTESE CAPITAL MANAGEMENT LLC

Michael Brady & Co., LLC

MONTCHANIN ASSET MANAGEMENT, LLC

Wiser Advisor Group LLC

Tripletail Wealth Management, LLC

Mowery & Schoenfeld Wealth Management, LLC

Ameritas Advisory Services, LLC

Geneos Wealth Management Inc.

Ashton Thomas Private Wealth, LLC

IHT Wealth Management, LLC

CreativeOne Wealth, LLC

MARTINGALE ASSET MANAGEMENT L P

Tower Research Capital LLC (TRC)

Compound Planning, Inc.

Moran Wealth Management, LLC

Edgestream Partners, L.P.

$3.4B936

Jun 30

Q2 2026

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