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 8497–8544

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8497

Heritage Family Offices, LLP

Latitude Advisors, LLC

BlackDiamond Wealth Management, LLC

PACIFIC SUN FINANCIAL CORP

MARSHALL INVESTMENT MANAGEMENT, LLC

Worth Financial Advisory Group, LLC

Ariadne Wealth Management, LP

Values First Advisors, Inc.

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Axis Wealth Partners, LLC

Everstar Asset Management, LLC

CoreFirst Bank & Trust

Cetera Trust Company, N.A

OneAscent Family Office, LLC

Delos Wealth Advisors, LLC

VestGen Investment Management

Comprehensive Financial Planning, Inc./PA

Grantvest Financial Group LLC

Petros Family Wealth, LLC

Argyle Capital Partners, LLC

PERSPECTIVE WEALTH ADVISORS LLC

Paladin Advisory Group, LLC

CHAPMAN FINANCIAL GROUP, LLC

Total Wealth Planning & Management, Inc.

MRP Capital Investments, LLC

Parvin Asset Management, LLC

Potomac Capital Management, Inc.

Integrity Wealth Partners, LLC

Wallace Advisory Group, LLC

AIFG Consultants Ltd.

QUANTIFY CHAOS ADVISORS, LLC

Thematics Asset Management

Invenomic Capital Management LP

SeaCrest Wealth Management, LLC

$903M550

Jun 30

Q2 2026

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