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 8833–8880

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8833

Jackson Hole Capital Partners, LLC

WealthPLAN Partners, LLC

Mission Creek Capital Partners, Inc.

Corrigan Financial, Inc.

Parkside Advisors LLC

Wade Financial Advisory, Inc

Blue Investment Partners LLC

Benchmark Wealth Management, LLC

FUTURE YOU WEALTH LLC

Prairie Sky Financial Group LLC

Better Money Decisions, LLC

Priebe Wealth Holdings LLC

Sage Investment Counsel LLC

Schrum Private Wealth Management LLC

Total Wealth Planning, LLC

Centerstone Investors, LLC

Physician Wealth Advisors, Inc.

First National Bank of Mount Dora, Trust Investment Services

Fermata Advisors, LLC

Cadent Capital Advisors, LLC

Bill Few Associates, Inc.

PW Nova Financial Services LLC

RDA Financial Network

Legacy Wealth Asset Management, LLC

WORLD EQUITY GROUP, INC.

Accel Wealth Management

Sagewood Asset Management LP

Triangle Securities Wealth Management

BOS Asset Management, LLC

Centurion Wealth Management LLC

Tactive Advisors, LLC

Net Worth Advisory Group

PRIVATE CLIENT SERVICES, LLC

Impact Capital Partners LLC

Key Client Fiduciary Advisors, LLC

SEAVIEW INVESTMENT MANAGERS LLC

Pacifica Partners Inc.

TRED AVON FAMILY WEALTH, LLC

National Wealth Management Group, LLC

HALL LAURIE J TRUSTEE

$322M267

Jun 30

Q2 2026

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