The Whale Ledger13F Filings9,293 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,293 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 1969–2016

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

1969

Mullooly Asset Management, Inc.

Quantum Financial Planning Services, Inc.

Tiller Private Wealth, Inc.

LOUNTZIS ASSET MANAGEMENT, LLC

BCU Wealth Advisors, LLC

Wrenne Financial Planning LLC

Integrated Capital Management, LLC

AAF Wealth Management, LLC

Ergawealth Advisors, Inc.

Aufman Associates Inc

Keyes, Stange & Wooten Wealth Management, LLC

Level Wealth Management LLC

BROGAN FINANCIAL, INC.

HRC WEALTH MANAGEMENT, LLC

Sterling Group Wealth Management, LLC

Financial Harvest, LLC

PACK Private Wealth, LLC

Koesten, Hirschmann & Crabtree, INC.

Horizon Advisory Services, Inc.

BancFirst Trust & Investment Management

BostonPremier Wealth LLC

Gray Private Wealth, LLC

Next Level Wealth Planning, LLC

Charter Capital Management, LLC\DE

PTM WEALTH MANAGEMENT, LLC

Chokshi & Queen Wealth Advisors, Inc

VAUGHAN & Co SECURITIES, INC.

Panoramic Capital Partners, LLC

SARD WEALTH MANAGEMENT GROUP, LLC

Intelligent Financial Strategies

GOLDEN ROAD ADVISORS LLC

Guardian Wealth Advisors, LLC

Wernau Asset Management Inc.

Presper Financial Architects, LLC

Gridiron Partners, LLC

Alpha Wealth Funds, LLC

Fiduciary Wealth Partners, LLC

ACCREDITED INVESTOR SERVICES, LLC

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