The Whale Ledger13F Filings9,288 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,288 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 9121–9168

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

9121

Phillips Wealth Planners LLC

Skyview Financial Group LLC

KW WEALTH MANAGEMENT LLC

Harborfront Financial Group LLC

ACTION POINT FINANCIAL PLANNING, LLC

COMPASS FINANCIAL MANAGEMENT LLC

Bull Harbor Capital LLC

Shorepoint Capital Partners LLC

Vermillion Wealth Management, Inc.

Financial Perspectives, Inc

DHJJ Financial Advisors, Ltd.

Raleigh Capital Management Inc.

Deseret Mutual Benefit Administrators

Cromwell Holdings LLC

Bank of Jackson Hole Trust

Nova Wealth Management, Inc.

EVOLUTION WEALTH MANAGEMENT INC.

1620 INVESTMENT ADVISORS, INC.

Quest 10 Wealth Builders, Inc.

ROVIN CAPITAL /UT/ /ADV

CHASE INVESTMENT COUNSEL CORP

Aspen Investment Management Inc

MOSELEY INVESTMENT MANAGEMENT INC

Lokken Investment Group LLC

Signature Wealth Management Group

Redwood Wealth Management Group, LLC

Siligmueller & Norvid Wealth Advisors LLC

IMS Capital Management

NAPA WEALTH MANAGEMENT

Financial Advocates Investment Management

Capstone Wealth Management Group LLC

Pinnacle West Asset Management, Inc.

1858 WEALTH MANAGEMENT, LLC

Aurora Private Wealth, Inc.

Financial Network Wealth Advisors LLC

Kathleen S. Wright Associates Inc.

Sage Investment Counsel LLC

Significant Wealth Partners LLC

Yoffe Investment Management, LLC

Bayesian Capital Management, LP

Washington Harbour Partners LP

Pacific Excel Wealth Advisors, Inc.

Forum Finance Group S.A.

NORTH DALLAS BANK & TRUST CO

Essential Investment Partners LLC

$125M312

Jun 30

Q2 2026

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